Using the Find Employees Dialog Box

The Find Employees dialog box is a search tool that allows you to find a specific employee.

Before you begin

Employees must be open.

Procedure

  1. On the Select tab, select the Search Result option.
  2. Click Display.
    The Find Employees dialog box appears.
    The Find Employees dialog box open to the Generic tab.
  3. Fill in one or more of the following fields with employee information:
    Employee Id
    Identification number.
    Badge
    Badge number.
    Last Name
    Full name or a partial surname followed by an asterisk (*).
    First Name
    Full name or a partial given name followed by an asterisk (*).
    SSN
    Social security number or social insurance number.
    DOB
    Date of birth.

    Use the format entered in the employee record. For example, dd-mm-yy.

    Emergency Phone
    Emergency contact phone number.

    This is the phone number in the Emergency Phone field on the Detail tab in Task > Employees.

    Phone
    Type the employee’s phone number, and then choose the associated address type.

    For example, if you type the employee’s home phone number, click the Address Type field and choose EH - Employee Home. The system searches for phone numbers affiliated with the selected address type to find a match. Ensure that the format of the entry (for example, punctuation and spaces) matches the phone number entered in the employee record exactly.

  4. In the Match Criteria frame do one of the following:
    ToDo this
    Find an employee who matches all defined criteriaClick AND (All match).
    Find an employee who matches some defined criteriaClick OR Some Match.
  5. Click Find.
    The grid in the lower section of the dialog box shows all matches generated by the system.
  6. Highlight the appropriate employee and click Select.

Results

Search results for the defined criteria appear.