How to Filter Your Profile Data Based on Your Team – Remofirst

If you're a Client Manager with access to specific Teams, your view across the platform will be filtered automatically to show only the data relevant to your assigned Team(s). This ensures you only see and manage the employees, contractors, and tasks you're responsible for.

Where to Find the Team Filter

You’ll find the Team filter at the top left of the screen, directly under your company name.

It appears as a dropdown with checkboxes for each Team.
Teams listed are only those you have access to.
You can select one or multiple Teams using the checkboxes.
By default, all Teams you have access to are selected. This ensures you see the full view of your scope right away. You can manually deselect Teams to narrow your view to specific groups.

Where the Team Filter Applies

Below is a breakdown of the key sections and what the Team filter affects in each:

1. People | Employees & Contractors

✅ You’ll only see employees or contractors assigned to your Team(s).
✅ Can search/filter within your Team(s).
✅ You can update the employee’s Team using the Team dropdown field. The dropdown will only display Teams you have access to.
❌ You cannot view or manage workers outside your assigned Team(s).

2. People | Add New Employee or Contractor

✅ Team dropdown will only show Teams you’re assigned to.
✅ The first Team available to you will be selected by default.
✅ You can only assign new hires to a Team you have access to.

3. Timesheets

✅ View and manage only submissions from members in your Team(s).
✅ Approve or reject requests if your role allows (Team Admin or Direct Manager of Employee).
❌ You won’t have access to submissions from workers in other Teams.

4. Time Off

✅ View and manage only submissions from members in your Team(s).
✅ Approve or reject requests if your role allows (e.g., PTO Manager, Team Admin).
❌ You won’t have access to submissions from workers in other Teams.

5. Expenses

✅ View and manage only submissions from members in your Team(s).
✅ Approve or reject requests if your role allows (e.g., Expense Manager, Team Admin).
❌ You won’t have access to submissions from workers in other Teams.

6. Additional Payments

✅ View or manage compensation changes only for your Team members.
✅ Create requests if your role allows (e.g., Payroll Manager, Finance Specialist, Team Admin).
❌ Cannot initiate or apply changes for people outside your Team(s).

7. Salary Revisions

✅ View or manage compensation changes only for your Team members.
✅ Create requests if your role allows (e.g., People Manager, Team Admin).
❌ Cannot initiate or apply changes for people outside your Team(s).

8. Benefits List

✅ View or manage benefits requests only for your Team members.
✅ Add and manage benefits if your role allows (e.g., People Manager, Team Admin).
❌ Cannot initiate or apply changes for people outside your Team(s).

9. Agreements (Contracts)

✅ Access and manage only contracts for workers in your Team(s).
✅ Approve contracts if you’re assigned as HR Specialist or Team Admin for that Team.
❌ Cannot access or sign contracts from other Teams.

10. Payroll & Invoices

❌ Team-based filtering does not apply to this section.

Unlike other areas of the platform that are filtered by Team, Payroll and Invoices are visible in full to users with specific finance-related roles.

Users with the following roles have access to all payroll and invoice data across all Teams:

Finance Specialist
Payroll Manager
Team Admin

While we apply Team-based visibility in most areas of the platform, Payroll and Invoice data remain global for now.

Here’s why:

Payroll and invoicing workflows are deeply interconnected across Teams. Workers can be involved in projects or billing cycles that span multiple teams or cost centers. Filtering data at the Team level could lead to incomplete visibility for finance and payroll users, causing gaps in approvals, reporting, and compliance processes.