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6. How to Filter and Search Employees

Use the Search and Filter tools in the Employees list to find anyone on your team—whether you know exactly who you’re looking for or just need to narrow down by date, desk, or other attributes.

1. Open the Employees List
In the left-hand navigation menu, click Employees.

The main table displays columns for Name, Email, Role, Desk, Projects, Created, Last login, and Actions.

At the top you’ll see:

  1. Total: the current count of records
  2. Search… input box (Step 1 on screenshot)
  3. Filter button (funnel icon) (Step 2 on screenshot) 

Tip: Columns are sortable—click a column header (e.g., Created) to toggle ascending/descending order.

Desk and Projects Columns

  1. Desk – Shows the desk(s) the employee is assigned to (grouped by project).

  2. Projects – Displays the project(s) where the employee has access or assigned responsibilities.

These columns provide quick visibility into organizational structure and workload distribution without opening the employee profile.

2. Instant Text Search 
Click into the Search box located above the Employees table.
Type any full or partial Name or Email string (e.g. “smith” or “@gmail.com”).
As you type, the table updates in real time to show only matching rows.
Search behavior:

  1. Case-insensitive
  2. Matches anywhere in the field (not just prefix)
  3. Supports partial fragments (“dav” finds “David,” “Davies,” etc.)

Example: Typing “alex” will return both “Alexander Johnson” and “Alexis Wu.”

Search operates independently from structured filters and is not saved within filter presets.

3. Open the Filter Drawer
Click the Filter funnel icon next to the Search box.
A side panel slides in with filter fields and controls.
If you’ve applied filters before, pills appear at the top of the main table showing active criteria.

4. Configure Filter Parameters
A. Created Date Range

  1. Click the Start Date calendar icon to pick the earliest creation date.

  2. Click the End Date calendar icon to set the latest creation date.

  3. The filter is inclusive: selecting April 1 → April 30 shows everyone created on or between those dates.

Use Case: Find all employees added during last month’s onboarding push.

B. Desk Assignment

  1. Click the Desk dropdown to see a scrollable list of all Desks (grouped by Project).

  2. Check one or more desks to include employees who are currently members of those workstreams.

  3. The filter matches regardless of whether a person belongs to additional desks. This filter works together with the Projects filter for advanced segmentation.

Use Case: Show only your “Support Queue” and “Retention Team” members.

C. Employee Selector 

  1. Click the Employee dropdown to open an alphabetical list of every user.

  2. You can multi-select one or more names or search within this list for precise selection.

  3. Useful when you know exactly which individuals you need to audit or review.

Example: Select “Jane Doe” and “John Smith” to see their account status and last login times.

D. Project Assignment

Click the Projects dropdown to filter employees by one or more projects.

You can:
Select one or multiple projects
Combine with Desk filter for more granular filtering

Use Case: Show all employees working on the “Core Platform” project regardless of desk assignment.

5. Remove or Reset Filters
Remove an Individual Filter 

  1. In the filter drawer, hover over any selected item (date range, desk name, or employee name).

  2. Click the ✕ next to it to clear just that criterion without losing your other selections.

Clear All Filters

  1. At the bottom of the filter panel, click Clear All to reset every field back to blank.

  2. Alternatively, click the Filter icon again to close the drawer and then click any active filter pill at the top of the table to remove it.

Tip: Clearing filters is faster than refreshing the page or navigating away.

6. Apply Your Filters
Once you’ve configured your parameters, click Apply at the bottom of the filter drawer.
The main Employees table will immediately refresh to show only those records matching all of your selected criteria.
Active filters are indicated by colored pills above the table; hover over them to see details.

Pro Tip: Combine Search + Filter for ultra-precise queries.
Example: Search “alex” then filter to “Sales Desk” and “Core Platform Project” to find only Alexes assigned to that specific team and project.

By mastering these steps, you’ll be able to pinpoint any employee record in seconds—whether you’re auditing access, resetting passwords, or prepping reports.

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