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Employee Table Filters and Actions
Employee Table Filters and Actions

How filters and actions work in the Employee Table page

Angelo Gargarutea avatar
Written by Angelo Gargarutea
Updated over a week ago

This article is created for both and new existing Qualee clients.

Qualee provides efficient employee management through the simultaneous application of actions to multiple employees. These may include the need to:

  1. Send Bulk Qualee App invitations to a group of "Saved" employees

  2. Disable/Enable employee Qualee App access in bulk

  3. Delete multiple employee records

Employee Table Filter

  • In the Qualee Console, click on Advanced > Employees

  • Select Filter

  • Choose a filter name

  • Select a filter condition value

  • Click Apply filter

Tip: You can add/combine multiple filter conditions together

Bulk Actions

Ability to perform bulk actions to a group of selected employees in your environment.

  • In the Qualee Console, click on Advanced > Employees

  • Select all employees applicable and/or apply Filter as required

  • Click on Actions in the upper right

  • Select a bulk action you'd like to conduct

Send App invitation email to selected employees

Send app invitation via email to a group of selected employees who were created as "Saved" employees only.

Note: Only employees who have not logged in can receive an app invitation. Existing users are automatically skipped.

Disable/Enable for selected employees

Enable or disable a group of selected employees who are active users in your Qualee environment.

Note: Disabled employee's data will be maintained and is subject to the Data Retention Policy of Qualee. Enabling them back will allow you to access all completed tasks i.e. Journey responses, Actions, Messages etc.

Delete selected employees

Delete a group of selected employees, once deleted all collected data and completed Journey/Actions from the employee will be permanently deleted.

Export selected employees

Export the latest employee data of a group of selected employees in a .CSV file

Assign content profile/s to selected employees

Assign content profile/s applicable to a group of selected employees.

Note: There are no limits to how many content profile can be assigned to a selected employee.

Receive system-generated passwords for selected employees

Receive a copy of a system-generated passwords via email for all selected employees.

Note: Passwords are unique and for each request you make will override all passwords generated in the prior requests except to those who have already logged in.

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