Create and Edit Employee Filters

Use the following procedure to create filters to help you search large numbers of employees, or to search for specific subsets of employees. You can also set a filter as the default filter.

Procedure

In Enterprise Manager, go to Recording Management, under Capture Source, click Capture Endpoints.
Select a Phone, Application, LAN (Screen), Radio, or Trader Data Source.
Under Employees > Add Employee Mapping.
In the View area of the window, click Create Filter or click Edit Filter.
In the upper left pane, select the organization(s) to filter. Selecting an organization automatically selects all its sub-organizations.

In the lower left pane, select a time frame for the filter:

Item	Description
Now	The active Organization, Supervisor, Rank, Employees currently in adherence Measure used in Workforce Management (WFM) to determine how well an employee’s scheduled activities match their actual, real-time activities.. For most filter fields, this setting is the same as Today.
Today	From the current time to 24 hours ago. For the filter field Adherence Status, Today means "different than now," so all employees who were out of adherence in the last 24 hours would be returned.
Viewing Context	The date range selected in the work pane is used to evaluate the filter. The filter is dynamically evaluated and the list of employee is refreshed if it changed when the date range in the work pane changed. In screens that do not have this feature enabled or where the work pane does not have a date or date range, the filter is evaluated using the option Now.
Last X days	From the current time to X 24 hour periods ago. This options is useful for scheduled reports when you want a moving time window.
Time Window	Select the applicable date range. For example, if the filter field is Organization, the filter return any employee who was a member of that organization at any time within the specified time window.

Complete the Name/Value area (right pane). For each item you want to filter by, type a value or make a selection from the drop-down menu. The menus contain only information applicable to the selected organization(s). If you change the organization, the data is refreshed.
Click Default Filter to display this filter automatically the next time you log in.
Save by doing one of the following:
- Click Save As, and then type a name. This creates a filter with a new name.
- Click Save to save the filter and return to the previous page.