Filter Sets

What Are Filter Sets?

Filter Sets are a powerful time-saving feature on the Edit Handbook page that allows managers and administrators to save and reuse custom sets of filters. Instead of manually selecting the same filters over and over, Filter Sets let you quickly apply your most-used combinations with just one click. Think of Filter Sets as folders of your documents.

Whether you're frequently filtering by department, location, document type, or status, Filter Sets help streamline your workflow and eliminate repetitive steps.

Why Use Filter Sets?

Managers and administrators often work with specific views of employee data or documents. Having to re-select filters every time you return to the Edit Handbook page can be frustrating and inefficient.

With Filter Sets, you can:

Save time by avoiding repetitive filter selections
Ensure consistency across team workflows
Stay focused on the data that matters most
Access relevant information faster, boosting productivity

This small feature makes a big impact, especially for teams managing onboarding, training compliance, or frequent policy updates.

Filter sets can be viewed and edited by anyone who has access Admin or Account Owner access.

How to Create a Filter Set

Go to the Edit Handbook page.
Apply the filters you use most often.
Click Save Filter Set.
Give your filter set a clear, recognizable name.
Click Save - and you’re done!

Your saved Filter Set will now appear as a quick option next time you visit the page.

How to Update a Filter Set

Need to tweak your filters as your team evolves?

Select an existing Filter Set.
Adjust the filters as needed - add, remove, or change them.
Click Update Filter Set.
Your saved set will be instantly updated with the new configuration.

This makes it easy to keep your views relevant without starting from scratch.

How to Delete a Filter Set

If you no longer need a particular Filter Set:

Select the Filter Set you want to remove.
Click the Delete button.
Confirm deletion.

The Filter Set will be removed from your list - no more clutter!

Real-Time Saver for Busy Teams

Admins and managers often juggle multiple responsibilities. By using Filter Sets, you’re saving valuable minutes each day - time that adds up quickly across teams. Less clicking and more clarity means you can spend more energy on strategy, not setup.

Pro Tip 💡

Encourage your team leads and department heads to create their own Filter Sets. It helps standardize views across teams and ensures everyone is accessing the right information faster.