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Group View

Summary

The Group View feature in Plumm provides a consolidated overview of employee details, enabling managers and HR teams to filter and view specific data like Gender, Location, Languages Spoken, Department, and Job Title.

In this article

  • Before you begin
  • Step 1: Accessing Group View
  • Step 2: Filtering Employee Data
  • Step 3: Customizing Group View
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be an HR admin or have relevant permissions to view and manage the Group View.
  • Ensure that the system has been configured with accurate employee data (e.g., Gender, Location, etc.).

Step 1. Accessing Group View

  1. Go to the 'People' section in the Plumm dashboard.
  2. Select 'Group View' from the available options.
  3. You will be presented with a table of employee data.

Step 2. Filtering Employee Data

  1. To filter data, click the filter icon in the top-right corner of the Group View screen.
  2. Select the fields you wish to filter by (e.g., Gender, Location, Languages Spoken).
  3. Apply the filter to narrow down the employee list as needed.
  4. You can add multiple filters to get more specific results.

Step 3. Customizing Group View

  1. To add or remove columns from the view, click the 'Customize Columns' button.
  2. Choose the attributes you want to display (e.g., Department, Job Title, etc.).
  3. Save your customized view for future use by clicking 'Save View' at the top.

Frequently Asked Questions (FAQ)

1.What data can I filter in Group View?

You can filter by attributes such as Gender, Location, Languages Spoken, Department, Job Title, and other employee details.
 

2. Can I export the Group View data?

Yes, Group View data can be exported as a CSV or Excel file for reporting purposes.

3. Can I save multiple custom views?

Yes, you can create and save multiple custom views based on different filtering criteria.
 
 
Note
  • Custom views are specific to your user profile and will not affect other users' views.
  • The data available to view and filter depends on the permissions set by your organization's admin team.