Employees

Search an Employee

Search for an employee

Overview: 

A Step by step guide on how to search an employee

Pre Requisites

Steps:

1.   On the main navigation bar, go to Master Files > Employees. A screen similar to this one should be visible.


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2.   To search for a employee, we recommend utilizing the filter fields to help narrow down your results.

 

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 Fields  Description
 Employee Code  Alpha or numeric can be used.
 Employee Name  The desired name to assign to it.
 Department  The department to which the employee is assigned
 Office  The office to which the employee is assigned.
 Title  The job title of the employee.
 Role  The role of the employee.
 Email Address  The email address of the employee.
 Approval Rights The type of approval rights that the employee possesses
 User Access Group If the employee belongs to an access group, it can be used to refine the search.
 Inactive Display whether the employee is active or inactive.
 FLSA Classification Apply a filter to distinguish between exempt and non-exempt employees. 
 Category The category specified when creating the employee in the system, such as Director, Freelancer, Junior, Mid, Senior, and so on.
 Employment Basis Apply a filter based on the type of employment, such as Freelancer or Permanent.

 

3.  As you fill out the fields the page will automatically load and display the employee that closely matches your filter.

 

Related Links: 

Create an Employee

How To Update Employee's Default Office