Introduction
In any organization, users often need to search and filter large amounts of employee data while working with HR modules such as attendance reports, team members lists, leave records, or other HR-related information. Standard filters provided in the system help users narrow down results based on commonly used fields. However, every organization has unique operational requirements, and sometimes the default filters may not be sufficient to retrieve the exact information needed.
To address this requirement, uKnowva allows administrators to configure custom filters within the system. Custom filters enable organizations to add additional fields to the filtering options so that users can refine their searches more effectively.
In this article, you will learn how to configure custom filters in uKnowva by accessing the system configuration settings and updating the HRM Lite application settings.
Step 1: Access the System Configuration Settings
To begin configuring custom filters, first log in to your uKnowva account and navigate to the top-right corner of the screen. Here, you will find your profile icon, which provides access to several system-level options. Click on this icon to open a drop-down menu that displays multiple configuration and account-related settings. From this list of options, select uKnowva Configuration.
This section allows administrators to manage system-wide configurations and customize different applications available within the uKnowva platform. By entering this section, you gain access to advanced settings that control how various modules behave and what options are available to users within the system.
Step 2: Open the Apps Manager and Locate the HRM Lite Application
Once you enter the uKnowva Configuration section, locate the Apps Manager option in the side menu and click on it.
The Apps Manager page displays a list of all the applications that are currently available and active within your uKnowva environment.
Within this list, locate the HRM Lite application. The HRM Lite module is responsible for managing several HR-related features, including employee information, attendance tracking, and related reporting functionalities. Click on the HRM Lite app from the list to open its configuration settings.
When you select the HRM Lite application, the system will display a configuration pop-up window that contains multiple fields and settings associated with the HR module. This window allows administrators to customize various aspects of the HR system to match their organization’s operational requirements.
Step 3: Select Fields to Include in the Custom Filters
Inside the HRM Lite configuration pop-up, scroll through the available settings until you locate the field labeled “Add the fields you want to include in the filters.” This section allows you to define which fields should appear as filter options when users try to search or filter records in the system.
In this field, you can select all the relevant data fields that you want to make available for filtering.
After selecting the fields you want to include in the filters, save the configuration so that the changes take effect.
Once saved, the selected fields will become available as additional filtering options in the relevant sections of the HRM module where filters are supported.
Conclusion
That’s it!
You’ve now successfully configured custom filters in uKnowva using the HRM Lite application settings.
By following this process, you ensure that users can refine their searches using additional fields that match your organization’s specific HR requirements.
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