How to set up your Filtering - List Management

Filtering in ATS Onboarding plays a key role in ensuring that the right documents are delivered to the right employees, and that employee profiles flow correctly into the Aussie TimeSheets Time & Attendance system. By setting up filters such as location, department, occupation, employment type, and language, you can make sure each employee only receives documents relevant to their position, while their details are passed into ATS with the correct settings already applied. In this article, we’ll walk you through how to set up these filters for a clean, accurate, and automated onboarding process.

Notes:

• Locations and Departments should match your department and locations in Aussie Timesheets.
• Occupations and Employment Types will push through to Workforce TNA, but Languages will not, as this is ATS Onboarding specific.
• If you need extra filtering, you can use the Languages filtering.

How to set up your Filtering/List Management:

Locations

1. Go to List Management
2. Click Locations
3. Click Add
4. Enter the name of this Location
5. Click Save

Departments

1. Go to List Management
2. Click Departments
3. Click Add
4. Enter the Name of the Department
5. Click Save

Occupations

1. Go to List Management
2. Click Occupations
3. Click Add
4. Enter the Name of the Occupation
5. Click Save

Employment Types

Employment Types should have the five default types automatically. However, if you need to add more, do the following:

1. Go to List Management
2. Click Employment Types
3. Click Add
4. Enter the Name of the Employment Type
5. Click Save

Languages

Most commonly used if you need to provide documents in additional languages or if you require extra filtering.

1. Go to List Management
2. Click Languages
3. Click Add
4. Enter the Name of the Language
5. Click Save