Table of Contents
Staff List Business Context and Benefits
Configuring Your Staff List
Filtering in Staff List
Saving Filters’ Set in Staff List
Sharing Filter Settings with Others
Clearing Filter Settings
Columns Visibility
Popular Use Cases
1. Checking availability for a specific group with defined skills in a given time frame.
2. Identifying individuals with a specific utilization level
3. Searching for people with specific skills
4. Reviewing individuals assigned to a specific time-off manager
Staff List Business Context and Benefits
The Staff List feature is a central hub for managing and analyzing your organization's workforce. This tool goes beyond providing a basic overview of all users; it enables managers to create customized views tailored to specific operational needs. Managers can gain valuable insights into resource allocation, skill distribution, and team availability by leveraging advanced filters, column configurations, and shared views.
Optimizing workforce management is critical in a business context for maintaining efficiency, ensuring project delivery, and balancing workloads. For example, managers can use this feature to identify team members with underutilization below 70%, check hourly availability for contractors, or filter employees by specific skills within a given time frame. Additionally, it supports collaboration by allowing saved and shared views, fostering alignment between teams and resource managers.
Configuring Your Staff List
| Go to the Staff List Tab ➡ Set up Time Frame using calendar pickers ➡ Click the Add Filter button ➡ Select the filters you need ➡ Click the Gear Icon on the right - Adjust Columns Visibility ➡ Click … of … button to change Results Per Page settings |
You have the following options for configuring the Staff List view:
- Time Frame: Define the date range for the data you seek.
- Add Filters: Use the Add Filter button at the top of the page to apply specific filters.
- Columns Visibility: Click the Gear icon on the right side of the screen to customize the columns displayed in the list.
- Results Per Page: Set the number of results displayed per page.
Detailed explanations of selected features are provided later in the instructions.
Filtering in Staff List
Saving Filters’ Set in Staff List
| Click Add Filter button ➡ Select filters you need ➡ Click Apply button ➡ Click green Save Icon on the right top corner ➡ Name your filters settings |
To save filter settings, click the green Save icon and give them a name. This allows you to return to your selected settings anytime. Once saved, you can access your filters under the "Saved Filters" button.
Sharing Filter Settings with Others
| Click Add Filter button ➡ Select filters you need ➡ Click Apply button ➡ Click Share Icon on the top right corner ➡ Click Copy link button ➡ Share the link with colleagues |
To share specific filter settings, select the desired one, click the "Apply" button, and then return to the Staff List view. In the top right corner, click the Share icon. Copy the link and share it with a colleague via a private message.
Clearing Filter Settings
You can also clear filter settings. Click the Trash button to remove all selected filters. However, if you think you might need the current filter settings in the future, we recommend saving the filter first by following the instructions in the Saving Filters’ Set in the Staff List section. After saving, you can clear the filters and select new ones.
Columns Visibility
To adjust column visibility, click the Gear button. You can choose from the following indicators:
- Staff Member
- Default Role
- Seniority
- Availability
- Department
- Title
- Technical Skills
- Soft Skills
- Languages
Popular Use Cases
Checking availability for a specific group with defined skills in a given time frame.
To check the % availability of specific individuals within a designated time frame, follow these steps:
- Enable the Availability column using the Columns Visibility settings.
- Set the date range using the Calendar Picker.
- Apply the Availability filter and configure it according to your needs.
- Use additional filters to narrow down the group of people based on the required criteria. You can filter individuals by the following parameters:
- Availability (in time frame)
- Certificate
- Cost Center 1
- Cost Center 2
- Cost Center 3
- Default Role
- Department
- Education
- Has Pending Time Off
- Inactive
- Person Skill
- Seniority
- Staff Member
- Status
- Time Off Managers
- Title
- Utilization (in time frame)
Identifying individuals with a specific utilization level
To display individuals with specific utilization rates, use the Utilization filter.
The Utilization filter in Foresight works by showing utilization within the time range set in the Calendar Picker. If you want to expand or narrow this range, adjust the dates accordingly in the Calendar Picker.
Searching for people with specific skills
To display a list of individuals with specific skills, use the Person Skills or Certificates filter.
Reviewing individuals assigned to a specific time-off manager
You can also use the Staff List to display individuals assigned to a specific Time Off Manager. In case a manager is unavailable, you can quickly identify all employees whose time-off requests are approved by that manager.
To configure the Staff List this way, click Add Filter and select the desired manager in the filter settings.