Using filters with your employee list

Use filters for a streamlined view of employees. Filters help you view a list of the employees who are pertinent to a certain criteria:

Example 1 - Filter by lead groups to show employees most engaged with the benefits toolkit and most likely interested in enrolling.

Example 2 - Filter by the “Clicked Schedule” tag to compare employees who clicked schedule and those who have actually scheduled with you.

Example 3 - Filter by the “Clicked Enroll” tag to compare employees who clicked enroll but don’t have an active policy.

Example 4 - Filter by employee status to view employees who are eligible for text messages or who have registered with the benefits toolkit.