How to search and filter workers by status, brand or compliance
Quickly locate any worker using powerful filters. Whether you’re tracking compliance, managing multiple branches, or reviewing off-boarded staff.
Filters available:
- Status: Draft, Profile Completed, Active, Disabled, Resigned, Archived
- Assigned Branch(es)
- Primary Branch
- Compliance Flags
- Email / Name / NI Number (keyword search)
Steps:
- Go to the Workers section.
- Use the filter panel or search bar to refine the list.
- Click Clear to reset filters.
Tip: Combine filters to quickly review non-compliant or soon-to-resign staff.