Filters and search for employees in the list

If the company has a large number of employees, scrolling through the list until you find the right user is a waste of time.

You can use the search bar and filters at Uspacy. This greatly simplifies work with the list of space users.

Appearance

This block is divided into two parts. The first part is a search input field (1). On the right side, there is also a counter showing the number of employees (2) whose characteristics match the specified criteria. There's also a clear button (3) that resets the search query and selected filters when clicked.

You can also see a panel with saved filters (5) and access the settings window (4), which allows searching by additional fields.

The second part is the quick filters panel — the parameters used for searching. Its appearance depends on whether a filter is cleared or active, as well as how many options are selected within it.

Types of filters

Quick

The system provides 5 quick standard filters, conveniently located just below the search bar. This allows users to quickly find the necessary tasks based on key fields.

🟣 Employee status – displays employees according to their current role in the company. It includes three standard options:

• Active – the employee is working and has access to the Workspace.
• Fired – employment has ended, and access to the system is disabled.
• Invited – the employee has been added but has not yet joined or activated their profile.

🟣 Head — shows only the employees who report to the selected user, according to the company’s configured organizational structure.

🟣 Date of birth. This filter will be available soon. Stay tuned for updates😉

🟣 Country — shows employees whose profiles contain the selected country value in the corresponding field used for filtering.

🟣 First name — filters employees by the value in the First name field. Once entered, the list updates automatically and shows only matching results.

Simple

In this window, the “Simple” tab allows you to manage both the set of quick filters located above the search bar.

It also allows you to use additional fields for searching.

In addition, you can manage the filtering logic and conditions here.

Filtering conditions

There are two available options:

🟣 All conditions at the same time. This option ensures that filtering across all fields with defined values follows an “AND” logic. In other words, the results must match all specified parameters simultaneously.

🟣 At least one condition. This option ensures that filtering across all fields with defined values follows an “OR” logic. In other words, the results may match any one of the specified parameters.

In this window, you can also see how many filters are applied (1), as well as a counter showing the number of elements (2) that match the selected conditions. There is also a clear button (3), which resets search queries and applied filters when clicked.

As part of the quick filters, a search bar is also available here.

Custom (Saved)

Uspacy allows you to configure your own set of filtering parameters and save them for later use. This can be done easily by first selecting which fields will be used for filtering.

In the list, you will see the full range of available fields. You can leave them as they are or remove any that are not needed.

However, as mentioned earlier, you can restore standard field order at any time by clicking a single button.

Once the required parameters are selected, you only need to assign values to them.

After that, you can select the filtering conditions.

Then click “Save filter.”

Enter a name and save your new filter set.

After saving, the new filter will appear under the “Saved” tab and will be immediately applied and pinned at the top of the list and panel.

Each saved filter has an interaction menu button.

Using it, you can:

🟣 Apply — run filtering based on the selected parameters in the filter.

🟣 Pin / Unpin — allows you to fix a saved filter at the top of the list. Once pinned, it will also appear in the saved filters panel for quick access. If needed, it can be unpinned and returned to the general list.

Pinning/unpinning can also be done directly from the employee list page by selecting the filter in the saved filters panel and clicking the corresponding icon.

🟣 Delete — permanently removes the filter from the system. After deletion, it cannot be used or restored.

In addition, for any saved filter, you can modify the filtering conditions, selected parameters, and their values at any time. To do this, click the expand arrow to view all settings.

Make the necessary changes and save them.

How search and filters work

Filters and search in the employee list work together. Here's how it works in three steps:

Step one. Enter a search query. To find a colleague, start typing their first name, last name, position, or email address.

Step two. Select values for one or more filters. Click the clear button to remove all search and filter settings.

Or you can do it in the settings window. It depends on which parameters you are using for the search.

Alternatively, you can simply use your own saved filters.

Step three. View the results.

If you have additional questions or you need to contact the support, send a request to this email [email protected]