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spay:hrmsprocguide:how_to_modify_an_existing_list [2026/03/24 13:50] jpha |
spay:hrmsprocguide:how_to_modify_an_existing_list [2026/03/30 12:00] (current) jpha |
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| - | ========== How to modify an existing List =========== | + | ========= How to modify an existing List =========== |
| * If you have created a list and want to modify it by adding new columns and setting new criteria, follow the steps below. | * If you have created a list and want to modify it by adding new columns and setting new criteria, follow the steps below. | ||
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| * 4. Click the **Criteria tab** | * 4. Click the **Criteria tab** | ||
| - | {{:spay:hrmsprocguide:criteria_tab_-_my_list.png|}} | + | {{:spay:hrmsprocguide:criteria_tab_-_my_list2.png|}} |
| Line 51: | Line 51: | ||
| - | {{:spay:hrmsprocguide:date_filters_-_probation_end_date_-_my_list.png|}} | + | {{:spay:hrmsprocguide:date_filters_-_probation_end_date_-_my_list2.png|}} |
| - | * 10. Insert or choose from the dropdown list the **From** and **To** probation ending period | + | * 10. Insert date or choose date from the dropdown list, the **From** and **To** probation ending period |
| {{:spay:hrmsprocguide:from_to_probation_ending_period_-_my_list.png|}} | {{:spay:hrmsprocguide:from_to_probation_ending_period_-_my_list.png|}} | ||
| Line 71: | Line 71: | ||
| - | * 12. In the **Available Columns** section, scroll to select the new columns to be added | + | * 12. In the **Available Columns** section, scroll to select the new columns to be added, in this example **Probation end date** |
| {{:spay:hrmsprocguide:available_columns_-_scroll_bar_-_my_list.png|}} | {{:spay:hrmsprocguide:available_columns_-_scroll_bar_-_my_list.png|}} | ||
| Line 82: | Line 82: | ||
| * <fc #ff0000>Note :</fc> | * <fc #ff0000>Note :</fc> | ||
| - | * If you want to reorganise the display of the Selected Columns, for example move the column **Company** at the top, click the column **Company** and click the arrow up | + | * If you want to reorganise the display/order of the Selected Columns, for example move the column **Company** at the top, click the column **Company** and click the arrow up |
| {{:spay:hrmsprocguide:reorganise_company_-_my_list.png|}} | {{:spay:hrmsprocguide:reorganise_company_-_my_list.png|}} | ||
| - | * Until the column appears at the top | + | * Click until the column appears at the top |
| {{:spay:hrmsprocguide:company_top_-_my_list2.png|}} | {{:spay:hrmsprocguide:company_top_-_my_list2.png|}} | ||
| Line 101: | Line 101: | ||
| {{:spay:hrmsprocguide:save_button_-_my_list.png|}} | {{:spay:hrmsprocguide:save_button_-_my_list.png|}} | ||
| + | |||
| + | * 16. To view the modified **My List**, go to **Employee List -List of Employees**, Select **My List** from the dropdown list | ||
| - | * <fc #ff0000>Note :</fc> | + | {{:spay:hrmsprocguide:employee_list_-_list_of_employees_-_my_list.png|}} |
| - | * If the modified list is **Set as default list** it will automatically be displayed when accessing the list section | + | |
| - | + | ||
| - | {{:spay:hrmsprocguide:set_as_default_-_my_list.png|}} | + | |
| - | * 16. To view the modified **My List**, go to **Employee** - **Employee List** | ||
| - | * 17. Select from the dropdown list **My List** | ||
| - | * The employee grid displays employees of Hotel co Ltd whose probation ends within a specific period. | + | * The employee grid displays employees of Hotel co Ltd whose probation ends within a specific period |
| + | {{:spay:hrmsprocguide:my_list.png|}} | ||
| + | |||
| + | * <fc #ff0000>Note :</fc> | ||
| + | * If the modified list is **Set as default list** as shown in illustration A, it will automatically be displayed when accessing the list section via **Employee List** as shown in illustration B. | ||
| + | {{:spay:hrmsprocguide:my_list_set_as_default2.png|}} | ||
| + | {{:spay:hrmsprocguide:my_list_as_default.png|}} | ||