This article aims to explain what staff filter aliases are, and how to set these up.
What are ‘Staff Filter Aliases’?
When exporting staff data from your MIS (if used), you may sometimes find the filter values are shown as ‘codes’, such as Y or N instead of ‘Yes’ and ‘No’, which may not always be clear to other users.
Staff filter aliases can be created to amend the way staff filter values appear in the reports to make it more familiar to your staff, shown in the example below. The guidance below aims to explain how to set these up.
Creating Staff Filter Aliases
Aliases can be created in Admin > Data > Staff > Staff Filters tab. Here, click on the blue underlined Alias Count for a filter this needs to be created for.
|You can use the blue pencil icon in the 'Actions' column to edit a Filter Name and Default Value. The ‘X’ icon can be used to delete the filter if it is not in use in the Staff Filter Profile.
Next, click ‘Create Filter Alias’.
|Use the drop down at the top to quickly switch between filters!
Then, enter a New Import Value, which would be the code extracted for that filter from your MIS or where your data is stored. Next, enter the Display Value which would be how you wish for this value to appear in the reports or records.
For example, for our Full/Part filter a code of ‘Full’ has been imported which refers to Full Time staff, so our Import Value would be ‘Full’, and Display Value would be ‘Full Time’.
Once you’re happy click ‘Create’. In the reports, the filter values will appear as the full values instead of codes, making it easier for staff to use.