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How to Use Filtered Views?

This article explains how to utilize filtered views to personalize your experience and locate your colleagues more efficiently based on your specific requirements.

👤 Who is it for?

  • Administrators, Managers, Users


Steps to follow

  1. Navigate to the "My Colleagues" page.

  2. Review the pre-existing views. By default, two standard views are available:

    • Your Favorites

    • Your Close Team (if this option is enabled)

    Note: "Your Close Team" aggregates your direct manager (N+1), direct reports (N-1), and peers (N). This information is automatically synchronized from your corporate directory.

  3. To generate a new view, click on "Create a View".

  4. Within the left-hand panel, apply the available filters to customize your view:

    • Search for a specific user

    • Select one or multiple teams

    • Filter by primary/assigned office locations

    • Add specific user badges

  5. Further refine your search results using secondary filters:

    • Attendance statuses

    • Offices & specific zones

    • Parking spaces

  6. Once your filters are configured:

    • Click "Save View" to update an existing configuration.

    • Or click "Save as New View" to create a distinct entry.

👉 You can create up to 5 custom views in addition to the system default views.


💡 Best Practices

  • Apply clear, descriptive titles to your views (e.g., Marketing Team – Paris, In Office Today).

  • Avoid compounding unnecessary filters to ensure your views remain legible and performant.

  • Periodically audit and update your views as your organizational structure evolves.

  • Leverage these saved views for your recurring operational needs to optimize your daily workflow.


✋ Frequently asked questions

  • What is the maximum number of views I can create? You are permitted to create up to 5 custom views, which exist alongside the default system views.

  • Can I modify an existing view? Yes. Simply adjust the active filters on your current screen and click "Save View".

  • Why are certain views (such as "Close Team") missing from my interface? Specific views rely on your organization's backend configuration and directory structure; consequently, they may not be available to all users.

  • Are applied filters saved automatically? No. You must explicitly click "Save View" or "Save as New View" to preserve your configurations.


🔗 See also

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