Employee Management

Navigate to Employee Management > Employee Summary.

The Employee List displays all “Active” employees’ names and data. There are several filter options available depending on your company setup. Click on Employee Summary under Employee Management to access the Employee List. After choosing an employee from the Employee List, you are directed to the Employee Summary, which displays pertinent information regarding that employee.

Once you select an employee from the list you will see the individual’s summary and that each section contains hyperlinks. If you hover over the headers, you’ll notice the cursor turns in to a “hand” icon, indicating a hyperlink.

Navigate to Employee Management > Employee Maintenance > General.

The employee General screen list is a dashboard-like display that is a starting point for access to any screens with employee information. The list displays all active employees’ names and data by default.

Note: The default headers can be changed be going to Client Management > Client Utilities > Client > Employee List Settings

Filter Options

Sort

Click the title of the column you’d like to sort to get an ascending list. Click again to see the list in descending order.

Filter

From the Employee List, click the icon to the right of each column heading to select filtering options such as specific data, blanks, or select all.
When you click on a filter heading, a small arrow appears to the left of that Filter icon. Click the arrow to sort the data displayed in ascending or descending order.

Magnifying Glass

Click the icon that looks like a magnifying glass icon to further narrow down the data displayed under the filter headings.
Choose the search option from the drop-down menu and enter your specific criteria into the search field.

Column Chooser

The Employee List can be temporally adjusted to add or hide column headings.

Click the Column Chooser icon at the top-right corner to view additional columns that can be temporally added to the Employee List.
Use the gray sliding bar to the right of the Column Chooser list to view all additional column options.
Drag your selected columns to your desired position on the Employee List.
Columns that you do not want visible can be dragged from the Employee List into the Column Chooser.

Note: The Column Chooser is to be used as a temporary viewing option. Once you log out of isolved, the Employee List returns to your default setting.

Export All Data

The data as displayed on the Employee List can be exported.
Click on the “xlsx” icon in the top-right corner to download an Employee List export.
The export opens in an Excel file.

Grouping

Data within columns can be grouped using the options listed on the black action bar.

Drag the selected Column Heading into the field that reads “Drag a column header here to group by that column,” located under the black action bar.
Multiple columns can be selected and dragged into this field.
In this example, the “Department” and “Employment” category columns were selected.
Click Expand All Groups to view the data under all headings and Collapse All Groups to view headings only. • Use the small arrows to expand or collapse groups individually.
Clear Grouping/Filters clears out all grouping selections.

Search Options

List View

To return to the entire employee list to make another selection, use the View List icon located next to the right arrow button.

Search by Name

To use the search by name function while you are on the employee screen, click the magnifying glass. To complete a search, you can enter the last name (i.e., Adams, or just the first few letters of the employee’s last name) and a list of employees who correspond to your entry appears. This is an easy way to find an employee across companies very quickly.