Truly one of the most powerful features throughout the EnterYourHours.com System is the ability to filter, search and sort. Filtering, searching, and sorting workers is similar to filtering, searching, and sorting everywhere else in the system.
Sorting Workers
To sort, click on the header for any of the following fields: Name, Login, Email, Rate, Revenue, Cost, GP, and GP %. The first time you click on a header, the list will be sorted in ascending alphabetical order (A->Z) based on the column you clicked, and the second time you click the same column, the list will sort in descending order. Every time thereafter, will toggle between the two.
If you are changing sorts between multiple columns, keep in mind that clicking on another column will reset all other columns to sort ascending the next time they are clicked.
Filtering and Searching Workers
Filtering and searching is really the same thing, but it might help to think of each separately. Both are accomplished via the Filter form by clicking the Filter button on the Workers toolbar:
Filter Button on the Worker Toolbar:
Filter Filter Form:
If you need to find a particular record, you might want to use the Key Word option, or you can input more extensive criteria by using other options in the Filter Form.
Below is a detailed list of all the filter options:
Key Word: The Key Word option allows you to do a wildcard search on the workers' names, logins, and emails. If the word or phrase you enter is found anywhere in these three fields, that record will be included with the results.
Hourly Rate: The Hourly Rate option allows you to enter a minimum hourly rate, a maximum hourly rate, or both a minimum and maximum hourly rate. If you only enter a minimum hourly rate, it will show workers whose hourly rate is at or above the minimum hourly rate. If you only put in a maximum hourly rate, it will show those workers whose hourly rates are at or below the maximum hours rate.
Lifetime Cost: The Lifetime Cost option allows you to filter based on the total dollars you have paid to workers for a client. You can enter a minimum lifetime cost, a maximum lifetime cost, or both a minimum and maximum lifetime cost. If you only enter a minimum lifetime cost, it will show workers whose lifetime cost is at or above the minimum lifetime cost. If you only put in a maximum lifetime cost, it will show those workers whose lifetime costs are at or below the lifetime costs.
Lifetime Revenue: The Lifetime Revenue option allows you to filter based on the total dollars you have collected for a client. You can enter a minimum lifetime cost, a maximum lifetime cost, or both a minimum and maximum lifetime cost. If you only enter a minimum lifetime cost, it will show workers whose lifetime cost is at or above the minimum lifetime cost. If you only put in a maximum lifetime cost, it will show those workers whose lifetime revenue are at or below the lifetime revenue.
Lifetime Gross Profit: The Lifetime Gross Profit option allows you to filter based on the total earnings you have made from a client. You can enter a minimum lifetime cost, a maximum lifetime cost, or both a minimum and maximum lifetime cost. If you only enter a minimum lifetime cost, it will show workers whose lifetime cost is at or above the minimum lifetime cost. If you only put in a maximum lifetime cost, it will show those workers whose lifetime gross profit are at or below the lifetime gross profit.
Active: Please refer to the Deactivating and Reactivating Workers topic for more information about this option.