========== 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.

  * The example provided is based on an existing list, **My List**, available in the **Employee List** section. While modifying **My List**, an additional column **Probation End Date** will be added. Additionally, filters will be applied to show only employees of a specific company whose probation ends within a specified period.

  * To modify the existing **My List** :
 
  * 1. Go to **Employee** - **Employee List**

{{:spay:hrmsprocguide:employee_-_employee_list_-_my_list.png|}}


  * 2. Go to **More** and click **Filter**

{{:spay:hrmsprocguide:more_-_filter_-_my_list.png|}}


  * 3. In the **Select an option** section **Modify an existing list** is already selected, click **My List** in the **Select a list** section

{{:spay:hrmsprocguide:modify_an_existing_list_-_my_list_-_my_list.png|}}


  * 4. Click the **Criteria tab**

{{:spay:hrmsprocguide:criteria_tab_-_my_list2.png|}}


  * 5. Under **Data Filters**, Click **Company/Dept/Sub-Dept** (To filter employees from a company for example **Hotel Co Ltd**)


{{:spay:hrmsprocguide:data_filters_-_companydeptsubdept_-_my_list.png|}}


  * 6. Tick the checkbox Hotel Co Ltd

{{:spay:hrmsprocguide:checkbox_-_hotel_co_ltd_-_my_list.png|}}


  * 7. Under **Data Filters**, Click **Employee Status**

{{:spay:hrmsprocguide:data_filters_-_employee_status.png|}}


  * 8. Tick **On probation** (To filter employees who are on probation)

{{:spay:hrmsprocguide:data_filters_-_employee_status_-_on_probation_-_my_list.png|}}


  * 9. Under **Date Filters**, Click **Probation End Date** (To specify the probation ending period)


{{: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

{{:spay:hrmsprocguide:from_to_probation_ending_period_-_my_list.png|}}


  * <fc #ff0000>Note :</fc> 
  * Use the scroll bar to navigate through the criteria that have been defined as shown in illustration A
  * Use the delete icon to remove unnecessary criteria as shown in illustration B

{{:spay:hrmsprocguide:illustration_a_b_scroll_bar_et_delete_icon.png|}}


  * 11. Click **Columns tab**

{{:spay:hrmsprocguide:columns_tab_-_my_list.png|}}


  * 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|}}


  * 13. Click **Probation end date**, then click the arrow to move the new column to the **Selected Columns** section.

{{:spay:hrmsprocguide:probation_end_date_-_arrow.png|}}

 
  * <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

{{:spay:hrmsprocguide:reorganise_company_-_my_list.png|}}


  * Until the column appears at the top

{{:spay:hrmsprocguide:company_top_-_my_list2.png|}}


  * 14. Click the **Save** tab

{{:spay:hrmsprocguide:save_tab_-_my_list.png|}}


  * 15. Click the **Save** button

{{:spay:hrmsprocguide:save_button_-_my_list.png|}}


  * <fc #ff0000>Note :</fc> 
  * 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 List -List of Employees**, Select **My List** from the dropdown list

{{:spay:hrmsprocguide:employee_list_-_list_of_employees_-_my_list.png|}}
 

  * The employee grid displays employees of Hotel co Ltd whose probation ends within a specific period

{{:spay:hrmsprocguide:my_list.png|}}