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improved

Staflexx

Filtering & Reporting Updates - Staflexx

Summary of changes:
Enhancements:
  1. Persistent Filters on Manage Employees
  2. Multi-Status Schedule Filters + Export Alignment
  3. Allocated Section Added to Reports
What's changed:
1. Persistent Filters on Manage Employees
The Manage Employees screen now includes a new Save Filter option. Users can save their preferred filters, and the system will automatically load the saved view each time they return, eliminating repetitive filtering and improving daily efficiency.
Roles impacted:
  • Managers / Supervisors
  • HR / Administrators
  • Operations Teams
Value this change will add:
  • Reduces repeated filtering and unnecessary clicks
  • Improves navigation efficiency for daily users
  • Provides a personalised, user-controlled default view
Change Details:
  • A new “Save Filter” option has been added to the Manage Employees screen
  • Users can now apply filters (Site, Department, Position, Employee Status) and save their preferred view
  • When the user leaves or refreshes the page, the saved filter set will automatically reload
  • If no filter is saved, the system will continue to load the default full employee list
  • Saved views apply per user, ensuring each person sees the most relevant subset of employees
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Assumptions & Limitations:
  • Filters do not auto-save — the user must click Save Filter
  • Saved filters are user-specific and depend on the browser/device
Impact:
  • Faster access to relevant employee lists without repetitive filtering
  • Smoother navigation for users managing large teams
  • Reduced frustration from constantly reapplying filters
2. Multi-Status Schedule Filters + Export Alignment
The Schedule filter now supports selecting multiple shift statuses at once (e.g., Published + Approved). PDF and Excel exports will follow the same filters exactly, and any shifts or employees not matching the selected criteria will no longer appear—ensuring cleaner, more accurate schedules.
Roles impacted:
  • Managers / Supervisors
  • Operations Teams
  • HR / Administrators
Value this change will add:
  • Allows more accurate mid-week rota checks by combining multiple shift statuses
  • Ensures exported schedules match exactly what is shown on screen
  • Reduces manual cleanup and confusion when sharing PDFs or Excel files
Change Details:
  • Added ability to select multiple shift statuses at the same time (e.g., Published + Approved)
  • Updated the Schedule filter to support combinations across:
> Published
> Unpublished
> Approved
> All (default)
  • Updated PDF View and Excel Export to strictly follow the on-screen filters
  • Employees and shifts not matching the selected filter criteria will no longer appear
  • Ensures full consistency between on-screen view, shared PDFs, and exported Excel files
image
Assumptions & Limitations:
  • Multiple status selection applies only to shift status filters, not advanced filters
  • Filtering combinations depend on the actual data available in the schedule
  • Export formatting remains unchanged — only filtered data is affected
Impact:
  • Clear and consistent schedule views across the platform
  • Managers can analyze shifts more accurately during mid-week changes
  • Eliminates unnecessary data in exports, reducing errors and manual editing
3. Allocated Section Added to Reports
Allocated Section has been added to key reports to support multi-section operations. Reports will now show the employee’s assigned section and costing will be calculated based on this allocation, ensuring more accurate reporting and labour cost distribution—especially for employees who work across multiple sections.
Roles impacted:
  • Managers / Supervisors
  • HR / Payroll Administrators
  • Finance / Operations Teams
Value this change will add:
  • Enables more accurate reporting for multi-section environments
  • Ensures correct costing when employees work across multiple sections
  • Improves transparency for employees temporarily allocated to different sections
Change Details:
  • Added Allocated Section as a visible field on all relevant reports
  • Reports will now display: Site → Department → Allocated Section → Position
  • Supports employees assigned to multiple sections or temporarily allocated for specific shifts
  • Employee costing will now be calculated based on the Allocated Section, ensuring accurate labour distribution
  • Enhances alignment between scheduling, costing, and reporting modules
image
Assumptions & Limitations:
  • Accurate section allocation must be maintained in the schedule for correct costing
  • Historical reports will reflect section allocation as stored at the time of reporting
  • Not all reports may support multi-allocation logic, depending on legacy structures
Impact:
  • More precise labour costing and financial reporting
  • Better insight into staffing distribution across sections
  • Supports operational decision-making for businesses using complex multi-section structures
Support:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com