How to create Hyperfinds in ADP Workforce Manager

Hyperfinds can be used as a way to narrow down the number of employees displayed in your time and attendance view. Using hyperfinds will allow you to filter and review a specific set of employees and take action on that set of employees only, such as reviewing exceptions or approving timecards.

Create a new hyperfind

You can create a new hyperfind on any page that allows you to view employees such as Manage Timecards, Dataview Library, or Schedule Planner. Navigate to the employee page of your choice. On the top right of the page, click the Hyperfind dropdown > select New Hyperfind.

On the Hyperfind Editor screen, select/enter the following:

1. Home Employees = No
   • Setting Home Employees as Yes will default to display your hyperfind to all employees in Workforce Manager. 
2. Ad Hoc = No
   • Setting Ad Hoc to Yes will not give you the option to change the visibility of your hyperfind from Public to Private.
3. Visibility = Personal
4. Above the Add Description button, enter a name for your new Hyperfind
   • Description is optional.
5. Click the Add Conditions button

The Select Conditions screen will then display and allow you to select which employees will show in this hyperfind, based on the filters/conditions selected. Before selecting your filters, you will need to select if this hyperfind should include or exclude all employees who meet these conditions.

Next, select the conditions for your hyperfind. You can set up multiple hyperfinds to include only one condition or add multiple conditions within the same hyperfind.  Here are some helpful filters to select from:

• General Information > Primary Job
• General Information > Reports To
• Timekeeper > Pay Rules
• Time Management > Exceptions

Select the condition(s) > click Add.

Note: Even though the hyperfind editor screen displays other entities and managers, you will still only have visibility into the employees at your school or direct reports only. For example, if you belong to the Miami entity and select a condition in your hyperfind to include employees who report to a manager in the KCNA entity, the hyperfind will return 0 employees and your employee view will be blank. 

If you need to remove a condition you have selected, highlight the row > click Delete.

When you are done, click Apply. You will be redirected back to the original Hyperfind Editor screen which will display all conditions you have selected.

To confirm whether you have included the correct employees, click the Test Hyperfind button on the bottom left of your screen. The column on the right will open to display all employees who fall within the conditions you have selected. Click Done to exit this screen.

If you need to make any changes, highlight the necessary row and click the “Add or Edit Conditions” button. To remove the condition from the hyperfind, click Delete. To exclude this set of employees, click Exclude.

If no further changes are required, click Save. You will be redirected back to your time and attendance view and your new hyperfind will be auto selected.

You will be able to select your new hyperfind on any page in Workforce Manager that displays employees. A star will display to the left of your personal hyperfinds.

 

Make changes to existing hyperfind

If you need to make changes to an existing hyperfind that you created, navigate to the employee page of your choice. On the top right of the page, click the Hyperfind dropdown > click the pencil icon to the right of the hyperfind name to edit.

The Hyperfind Editor screen will display. Follow the steps in the section above to delete or make updates to a condition.

 

How to delete a hyperfind

If you need to delete a hyperfind, please submit a ticket to [e-mail]. Hyperfinds will need to be deleted on the backend of the system.