Filter Settings

Filters are available across many pages in Temp Manager, helping you quickly narrow down the information you need. The Filter Settings option allows you to choose which filters are visible on each page.

Where to Find It

On pages that include filters, you’ll see a Filter Settings icon in the top right corner of the Filters section. Selecting this opens a panel where you can manage your filters.

How filter settings works

The Filter Settings panel is divided into two sections:

• Active Filters (Top Section):
  These are the filters currently displayed and available for use on the page.
  
• Available Filters (Bottom Section):
  These are additional filters you can choose to add.

Adding or Removing Filters

• To add a filter, drag it from Available Filters up to Active Filters
• To remove a filter, drag it from Active Filters down to Available Filters

When you click Save, the filter settings will be saved into your profile, so next time, when you open the page, you will see the filter options you have configured.

Colour Coding Explained

• Blue (Available Filters):
  These filters are not currently in use and can be added.
  
• Green (Active Filters):
  These filters are active and visible on the page.
  
• Grey (Default Filters):
  These are standard filters that remain in place.
  e.g. Keywords and Add Fields are default filters on Employees list page and cannot be removed.
  

Things to Keep in Mind

• Filter settings apply to the page you are currently viewing
  
• Different pages may have different filter options available
  
• Adjust your filters to match the task you’re working on for a cleaner, more focused view
• If you open the saved filter (or receive a link from your colleague) that contains some filter options that are not in your saved filters list, these options will appear automatically. 

Saved filters

In Temp Manager, Saved Filters are stored search criteria that allow users to quickly return to a specific view of data (e.g. employees, shifts, reports).

• You can apply filters (e.g. by name, role, organisation, app usage, etc.)
  
• Then save that exact setup for reuse later
  

How saved filters work

1. Apply filters on a list page (e.g. Employees, Shifts, Reports)
   
2. Click “Save current filter”
   
3. Give the filter a name
   
4. It becomes selectable in your filter list

Once saved:

• You can click the filter name to instantly reapply it
  
• It saves time when working with repeated queries or reports
  

Key features

• Reusable views
  Saved filters let you avoid re-entering the same criteria each time.
  
• Named filters
  Each saved filter has a custom name for easy identification.
  
• Default filter (star option)
  You can mark one as a default, so it loads automatically when opening the page
  
• Delete or manage
  Hovering over a saved filter shows options to delete or manage it.
  

Where are saved filters used

Saved Filters can be applied across multiple areas of the system, including:

• Employee lists
  
• Organisation views
  
• Shift or availability screens
  
• Reports and dashboards