Navigating User/Criteria Selection Screen

The criteria/selection interface is a component that is commonly used within setting screens. This guide will provide you with a better idea of how you can best utilize this component.

Step 1

As you find yourself on setting screens (1), it's likely that you will come upon the screen as shown below. This is a screen that allows you to select a group of users based on your selected criteria. (E.g. You want to apply this Annual Leave Scheme to only Manager Level Users, so you will select the Employment Type Filter, follow by selecting the Manager Type)

To start navigating, first, you will need to choose from one of the selection methods available below (2):

1. All Available Users: This will allow you to select all available users that you have access to
2. Teams: This will allow you to select one of the pre-defined teams that you have access to
3. Manual Selection: This allows you to directly handpick users by typing their names and adding them as selections. ** If you have selected this option, scroll down to Step 2B
4. Import Selection: This option allows you to import your selection directly from an excel sheet or by pasting your excel data in the designated area. ** If you have selected this option, scroll down to Step 2C

Once you have chosen a selection method, you may choose to further narrow down the selection by adding filters available in Filter Options(3), the filter you have selected will appear in (4), and you can easily clear the filter added by clicking on (5) for to remove one filter or clear all filter with (6).

When you are ready, click on Next(7).

Step 2A

On the next screen (8), you will get a preview(9) based on your selected method & filtering options.

You have the option to further finetune your selection, by navigating to (10), the list displayed in (10) is based on your selection & filters. You may choose to use (11) to either include the selected user (when the button is blue), or click on them to exclude the user (which will turn the button grey).

In addition, you may also choose to add users that is outside of your selection & filters, by typing the name of the user in (12), and clicking on (13) to add them to the list.

When you are ready click on Save(14), to finalize your selection.

Step 2B

After selecting the manual selection, you will be brought to the interface as shown below. Start by clicking on (4), and you will see a list of users that is available to you. 

You can search for a specific user by typing their name directly in the box. There is also an option for you to narrow down this list by selecting on filter on the left(5). 

Next, click on the name in the list to select the user you would like to add, and then click on Add Employee (6) to include them as a selection. 

Once you have added, the specific user will be displayed right below.

When you have completed your selection, click on Save(7) to finalize your changes.

Step 2C

After selecting the Import Selection, you will be brought to the interface as shown below. Start by clicking on (4), to choose what type of records you would like to import. Below is a list of record types that you can choose to import.

Once you have selected a record type(4), you have two methods of uploading your records, you can either upload an excel file with the relevant records by clicking on Upload(5), or you may copy the records from your excel file and paste it in the excel row display under (6). When your records are ready, click on Import(7) to upload your selection.

When your record has been uploaded, the status column as shown below will show you if your record matches the system records, if it's a match it will display as ’Imported‘, and your selection appears in the Imported Selection Column(8). If there is no match, the status will be displayed as 'Not Found'.'

When you have completed your selection, click on Save() to finalize your changes.