Table of Contents
Search for an employee
You can search for any employee directly from the People list.
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Go to the People module
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Type the employee's name in the search field at the top of the list
Filter the People list
Filters let you narrow down the People list to a specific group of employees based on key attributes.
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Go to the People module
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Click on the filter you want to use
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Select your filter criteria
Available filters:
| Filter | Description |
|---|---|
| Job title | Filter by one or more job titles |
| Companies | Filter by company |
| Teams | Filter by team |
| Locations | Filter by location |
| Supervisor | Filter by supervisor, show employees with no supervisor, or show your own subordinates |
| Account status | Filter by active or deactivated accounts |
💡 You can combine multiple filters at the same time to narrow down your results further.
Filter by account status
By default, the People list shows active accounts only. You can switch to show deactivated accounts instead.
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Go to the People module
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Click "Active accounts" in the filter menu
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Choose "Active" or "Deactivated"
Customise columns
You can customise which columns are shown in the People list. This is useful if you want to display email addresses or phone numbers directly in the list without opening each employee's profile.
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Go to the People module
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Click the "Edit columns" icon at the far right of the list's heading row
- Choose which columns to display in column 2 and 3
Available columns: Locations, Teams , Companies, Email address and Phone number
💡 Click "Reset to defaults" to go back to the original column settings. You can also reorder the columns by dragging them.
Show the People list as a table
You can open the People list as a table. This is useful when you want to copy information into Excel, Google Sheets or another tool.
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Go to the People module
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Click the table icon "Show as table" to the right of the number of people
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Select the cells you want to copy
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Press Cmd + C (Mac) or Ctrl + C (Windows)
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Paste the cells into your spreadsheet
Columns in the table: Given name, Family name, Job titles, Email address, Phone number, Teams, Locations and Companies
Select cells:
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Click a cell, or click and drag to select several cells
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Hold Shift and use the arrow keys to extend the selection
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Click a column heading to select the whole column
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Press Cmd + A or Ctrl + A to select all cells
Right-click menu:
| Action | What it does |
|---|---|
| Copy | Copies the selected cells |
| Copy with headers | Copies the selected cells together with the column headings |
| Go to [name]'s profile | Opens the person's profile. Shown when your selection covers one person |
| Create group with [number] people | Creates a new team, location or company with the selected people as members. Requires access to manage groups. Deactivated people are not included |
| Filter by [name] | Filters the list by the job titles, teams, locations or companies in the selected cells |
💡 You can use the filters at the top of the table in the same way as in the People list.
💡 The table is read-only. To change information, open the person's profile.
💡 You can also select people in the People list and choose "Create group with [number] people" in the bulk actions.
Export instead of filtering
If you need to work with a larger dataset or share the information with others, exporting is often more efficient than filtering in the People list. The export includes all profile fields and can be filtered by group, account status, and date.
🔗 Read more about how to export People data.
FAQ
Can I edit information directly in the table?
No. The table is read-only. Open the person's profile to make changes.
Which columns are included when I copy?
Only the cells you have selected. Choose "Copy with headers" in the right-click menu if you want the column headings as well.
Does the table respect my filters?
Yes. The table shows the same people as your filtered People list, and you can change the filters at the top of the table.
When should I use the table and when should I export?
Use the table to quickly copy names, contact details and groups. Use the export when you need all profile fields.