Limit options in My Capitech with employee groups

Employee group filtering controls which options employees can see in My Capitech. The filter is set up on the employee group in Capitech Flow and can be used to limit which departments, projects, orders, or absence codes employees can select.

What is the My Capitech filter?

The My Capitech filter controls which dimension values employees can access when registering information in My Capitech.

Click Filter to specify which options employees should have access to.

The My Capitech filter can be used for these dimensions:

department
project
order
free dimension 1
free dimension 2
manual compensation
shift
absence code

The names of free dimension 1 and free dimension 2 may vary between organizations. For example, they may be named Type or Compensation.

Where do you activate the filter?

You activate the filter on the employee group in Capitech Flow.

Here's how to do it:

Go to Admin > Employee > Employee groups.
Open the relevant employee group.
Select Active in My Capitech filter.
Click the green Filter link for the employee group.
Add the options that employees in the group should have access to.
Click Save.

Each tab shows how many options have been added to the filter.

How does the filter work in My Capitech?

Employees who are members of an employee group with an active filter will generally only see the values included in the filter.

Example:

If the filter contains only two projects, the employee will only be able to select those two projects in My Capitech.

If a filter contains no values, all values for that dimension are shown by default.

Options suggested from a scheduled shift

If an option is suggested to an employee from a scheduled shift, it may still appear in My Capitech even if it is not included in the filter.

Example:

A manager has scheduled a shift for a project, but the project has not been added to the employee group filter. My Capitech may still suggest the project and allow the employee to register hours for that project for the relevant shift.

For other registrations or days, the employee will only be able to select values included in the filter.

This allows the workflow to continue even if a filter is not fully up to date.

Frequently asked questions

What does the My Capitech filter control?

The My Capitech filter controls which options employees can see in My Capitech, such as department, project, order, shift, absence code, and manual compensation.

Do employees need to be members of the employee group?

Yes. The filter applies to employees who are members of the employee group where the filter is enabled.

What happens if the filter is empty?

If the filter has no values for a dimension, all values for that dimension are shown by default.

Can planned shifts override the filter?