- Master Files
- Employees
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
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.
2. To search for a employee, we recommend utilizing the filter fields to help narrow down your results.
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.