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The employee list

Employees 14 min readUpdated 2 weeks ago

Read the HR employee table, switch between tabs and your own saved views, search, filter and sort, choose columns, export the list, act on a person from their row, and open their details in the side panel.

The employee list is where your HR team sees everyone in the company, with each person's allowance, what they have used and what is left on one row. You can keep your own saved views of it, narrow it down with search and filters, export it to Excel, act on a person straight from their row, and open anyone's details in a panel beside the table. This article covers each part.

Open the employee list

In the webapp, open the HR menu and select View All Employees. The table opens on the All employees tab, with the people who have used the most of their allowance at the top.

Tabs and saved views

Across the top of the table are tabs. The number beside each tab is how many people it holds.

  • All employees: everyone in the company, including people whose last day has passed. Anonymised former employees are left out.
  • Active: people who are still employed, including anyone whose termination date has not arrived yet.
  • Terminated: people whose last day has passed. This tab shows the Terminated date column instead of Status, newest first.

After the three built-in tabs come your own saved views. A view remembers everything about the table: the search, the quick filters, the row filters, the switches, the sort, the columns and the density. Saved views are personal. Other people on your HR team never see yours, and theirs never show up for you.

Save a new view. Set the table up the way you want, then select + New view. Type a View name, check the list under Saves, and select Save view. The view opens as a new tab after the built-in ones. You can keep up to 20 saved views.

When the table differs from its tab. As soon as you change something, a strip appears under the tabs that starts Unsaved changes in and the tab's name, followed by what changed, for example "Filters changed. Sorted by remaining low to high." It offers three choices:

  • Reset puts the tab back the way it was saved.
  • Save as new view keeps the change as a new tab. The name starts as the current tab's name followed by ", edited", and you can change it before you save.
  • Update view saves the change into the tab you are on. On All employees, Active or Terminated this saves your own default for that tab. Nobody else's tab changes.

Rename, delete or restore. A saved view's tab has a small menu (the three dots) with Rename and Delete view. Deleting a view removes only the view: nothing about the employees in it changes. A built-in tab you have updated has Restore default in the same menu, which brings the tab back the way CLVR set it up.

What each column shows

The table starts with these columns:

  • Employee: the person's profile photo (or their initials if they have not added one) and name, with their job title underneath.
  • Manager: who they report to.
  • Allowance: their total allowance for the period.
  • Used: how much of it they have used, with a small bar underneath. The bar is split by category, in each category's colour, and the empty part of the bar is what is left.
  • Remaining: what is left of their allowance.
  • Status: Active, Leaving with their last day, Terminated with the date, or Anonymised.

Amounts are shown in kronor, for example 11 000 kr, and dates as 2026-10-31. A dash means the field is empty. On the Terminated tab the Remaining column is called Unused, because it is the part of the allowance the person never spent. For people who have left, the bar under Used is faded, and an anonymised person's name is shown in italics.

Choose columns and density

Select Columns to choose what the table shows. The button shows how many columns are on, for example "7 of 21". The columns come in groups:

  • Always shown: Employee, which cannot be hidden.
  • Benefits: Benefit allowance, Used, Remaining balance and Utilisation (the share of the allowance used, as a percentage).
  • Employment: Role, Manager, Status, Termination date, Start date, Employment rate and Employee number.
  • Payroll: Annual salary, Pensionable salary and Tax table.
  • Personal: Personnummer, Date of birth, Gender, Address, Postal code and city and Country.
  • Custom fields: each custom field that at least one of your employees has a value for.

Tick a column to show it and untick it to hide it. Each group has a link to turn all of its columns on (All, with the number) or off (None). Find a column narrows the list as you type. Under Density, Comfortable gives each row more room and Compact fits more rows on the screen. Reset to default brings back the tab's own columns and density, and Done closes the list.

Note.

Personnummer, Pensionable salary and Tax table are Swedish fields. For employees outside Sweden these columns stay empty.

Your columns and density are kept in the page address, so they survive a reload and travel with a link you copy. They are not saved for next time until you save them into a view with Update view or Save as new view.

Search and quick filters

None of this changes any employee data. It only changes what you see, and what an export contains.

Search. Type in the search box (it says "Name, email, role") to narrow the table as you type. Every word you type has to appear somewhere in the person's row, in any order, so "anna design" finds Anna in the design team. The search looks at names, email, job title, employee number, personnummer, manager and custom fields. Select the × to clear it.

Manager. Pick a manager to see only the people who report to them. Each manager is listed with how many people report to them. All managers turns the filter off.

Utilisation. Pick how much of their allowance people have used: Under 20%, 20 to 40%, Over 40% or Over 80%. Any utilisation turns the filter off.

Row filters

Select Row filters for anything more specific. Nothing changes until you select Apply.

Who is included. Two switches decide which people the table draws from. Each shows how many people it covers.

  • Show terminated includes people whose last day has passed. It is on by default and appears only on the All employees tab.
  • Show anonymised includes former employees whose personal data has been removed. It is off by default.

Conditions. Select Add condition, then choose a column, how to compare it, and a value. What you can choose depends on the column:

  • Text columns offer contains, is, is not, is empty and is not empty.
  • Amount and percentage columns offer over, under and is.
  • Date columns offer after, before, is empty and is not empty.
  • Status offers is and is not, with Active, Leaving, Terminated or Anonymised.

With more than one condition, Match all shows people who meet every condition and Match any shows people who meet at least one. While you build the conditions, the top of the panel counts the result, for example "12 of 31 rows", before you apply anything. Clear all removes every condition and puts the switches back to the tab's own settings.

Filter chips. Under the toolbar, each search, quick filter, condition and changed switch shows as a chip, next to a count such as "12 of 31 employees". Select the × on a chip to remove that one, or Clear all to remove them all.

Sort the table

Select a column heading to sort by it. The first click sorts in the most useful direction for that column: amounts high to low, dates newest first, and text A to Z. Click again to flip it, and a third time to go back to the tab's own sort. Personnummer cannot be sorted.

To sort by a second column, hold Shift and click its heading. The headings then show 1 and 2, and a chip under the toolbar says what the table is sorted by, for example "Sorted by used high to low, then employee A to Z". Remove the chip to go back to one sort.

Each heading also has its own menu with:

  • the two sort directions, for example Sort high to low and Sort low to high, or Newest first and Oldest first;
  • Filter on the column, which opens Row filters with a new condition for that column;
  • Hide this column.

The totals row

At the bottom of the table, a highlighted row adds up the amounts over every matching person, not only the page you are looking at. It sums Allowance, Used, Remaining, Annual salary and Pensionable salary, and shows the overall Utilisation as a percentage, for the columns that are on.

Its label tells you what it covers: Total, all 31 employees (all pages) on the All employees tab as saved, Total, 4 terminated on the Terminated tab as saved, and Filtered total with the number of people on any other tab or saved view, or once you change a search or filter.

Move between pages

The table shows 25 people per page. Below the table, the count says which people you are looking at, for example "Showing 26 to 50 of 112", and the page buttons move between pages. Use Rows to show 10, 25 or 50 per page. On a long page the count and the page buttons stay pinned to the bottom of the screen, so you can change page without scrolling to the end of the table. The page you are on, your search, filters and sort are kept in the page address, so a reload or a copied link brings you back to the same place.

Export the list

Select Export in the toolbar to download everyone who matches your tab, search and filters. The file is an Excel file named employees- and today's date, for example employees-2026-10-03.xlsx, and it mirrors the table:

  • Columns: the columns you have on, in the same order, with the same headings.
  • Rows: every matching person across all pages, in the table's sort order.
  • Dates: written as 2026-10-31. Empty values: written as blank cells.

To include hidden fields or custom fields in the file, turn their columns on before you export.

The row menu

Each row ends with a ⋮ menu with what you can do for that person straight from the list. What it offers depends on the person's status.

For someone who is Active or Leaving:

  • Open details opens their side panel (see below).
  • Adjust allowance adds to or deducts from their allowance for this year, with a reason. Enter an Amount (kr): a positive amount such as 500 adds, a negative amount such as -500 deducts. Write a Reason, which is shown under Adjustments. The form shows the New total as you type. Select Adjust balance to save it straight away. For a lasting change, edit their benefit allowance instead.
  • View expenses opens the HR Expenses table filtered to that person. The number beside it is how many expenses they have.
  • Copy email copies their work email address.
  • Terminate employee (for someone Active) or Cancel termination (for someone Leaving) opens their details at the termination card, where you finish the step. See terminating and offboarding employees.

For someone who is Terminated: Open details, Copy email, Undo termination, Re-hire employee and Anonymise now. The last three open their details at the matching step.

For someone who is Anonymised, the menu only offers Open details.

Open an employee's details

Select a row, or Open details in its menu, to open that person's details in a panel docked beside the table. The table stays where it is, and the row you opened is highlighted. On a narrow screen, the panel covers the page instead.

The page address gains an employeeId value while the panel is open, so you can copy the link, share it with a colleague on your HR team, or reload and land on the same person.

Move between people. The arrow buttons in the panel's header step to the previous and next person on the page you are on, in the table's current order. Hover over an arrow to see who it goes to. They stop at the first and last person on the page. On a computer you can also hold Ctrl (⌘ on a Mac) and press the left or right arrow, as the hint under the tabs reminds you. The shortcut does nothing while you are typing in a field, so it never moves you away from a value you are editing. Press Esc or the close button to close the panel.

The panel has four tabs:

  • Overview: a notice when the person is leaving or has left; the Allowance card for the period (for example Allowance 2026), with what is left of the total, the bar and its legend, Base, Adjusted, Total and Expenses, and Add or deduct; and Employee data, which you edit in place. Employee data holds the person's details, their Manager and their custom fields (marked Custom), with + Add custom field at the bottom. Annual salary is editable, and Monthly salary is worked out from it.
  • Benefits: their expenses grouped by year, each year with its count and total. The newest year is open; select a year to open or close it, and Show N more lists the rest of a long year. Expenses from an earlier employment sit in a Previous employment group at the bottom. Select an expense to open it on the HR Expenses page. Any red-day swaps are listed underneath.
  • Adjustments: how their allowance was pro-rated, if it was, then every manual adjustment with its reason, who made it, the amount and the date. The tab shows how many adjustments there are.
  • Access: temporary access via a personal email address, and the termination card with every termination step. The tab shows a dot when the person has a termination date or temporary access.

What saves when. Add or deduct, adding a new custom field, temporary access and every termination step save as soon as you confirm them. Changes to Employee data, including the Manager, a custom field's value and removing a custom field, wait in a bar at the bottom of the panel, for example "2 unsaved changes to Anna", which lists what changed. Select Save changes to save them all, or Discard to drop them. If a change cannot be saved, CLVR says which one and why; it and the changes after it stay waiting so you can fix it and save again.

Leaving with unsaved changes. If you close the panel, press Esc, move to another person, click another row or follow a link while changes are waiting, CLVR asks Discard unsaved changes? Choose Keep editing to go back, or Discard changes to drop them and carry on. Closing or reloading the browser tab shows your browser's own warning.

For the details of each tab, see adding and editing employees, managing custom employee fields, setting an employee's manager, temporary access via personal email, and terminating and offboarding employees.

Troubleshooting

  • An employee is not showing up. A search, quick filter or condition is probably still on, or they are on another tab. Check the chips under the toolbar and select Clear all, or switch to All employees.
  • A former employee is missing. Anonymised people are hidden. Turn on Show anonymised in Row filters. On All employees, also check that Show terminated is on.
  • The Unsaved changes strip will not go away. The table differs from what the tab saved. Select Reset to go back, or Update view to keep the change.
  • I cannot save another view. You already have 20 saved views. Delete one you no longer need, then save again.
  • My columns went back to the defaults. Columns and density stay in the page address until you save them into a view. Use Update view or Save as new view to keep them.
  • A custom field is missing from Columns or Row filters. It only appears once at least one employee has a value for it.
  • A Swedish column looks empty. Personnummer, Pensionable salary and Tax table only hold data for Swedish employees.
  • A column is missing from the exported file. It was hidden when you exported. Turn it on in Columns and export again.
  • The export has fewer rows than I expected. A search, filter or selection was still on. Clear them, then export again.
  • The panel says "This employee was not found." The link may be old, or point to someone who is not in the list you are looking at, for example after a filter. Close the panel, clear the filters and open the person from the list.
  • The keyboard shortcut does nothing. Click outside the field you were typing in first. On a Mac, use ⌘ with the arrows. At the first or last person on the page there is nobody further to go to: change page in the table.
  • I lost my changes when I pressed Back. Your browser's Back button does not ask first. Go forward again, or open the same person before you change anyone else, and the unsaved changes are still there.
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