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How to find an employee record

Last modified 07:46, 24 Apr 2017
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You can find an employee record by searching by the employee code, employee's name or part of their name or select the employee from a list.

  1. Click  Employees File:dirname/central/060_Employees/100_How+to.../020_How+to+find+an+employee+record/bttn_employees.gif on the Toolbar.
    The Find Employees page appears.

  1. In the Search for field, type in the employee code, employee's name or part of the name (or leave the field blank and go to Step 6).

OR

If you are searching for an employee as part of another task, click the Ellipsis button File:dirname/central/060_Employees/100_How+to.../020_How+to+find+an+employee+record/bttn_ellipsis.gif and if needed, define the search by selecting the Responsibility.

  1. Select the Hide form when only one item found checkbox at the bottom of the window if required.

  2. Select the Search any part of name/code check box if required.

  3. Select Include Inactive Members if you want to include them in your search.

  4. Click the Search File:dirname/central/060_Employees/100_How+to.../020_How+to+find+an+employee+record/bttn_search.gif button.
    The results that match your search criteria are listed in the window or the one employee record is displayed.  If you did not enter anything in the Search field, all the records are displayed.

  5. If you have a listing, double-click the employee record you want to open. (You can double-click any information on the client name other than the email address.)

  6. The Employee Details - Main tab page appears.

OR

If you are searching for an employee as part of another task, their name will appear in the selection table.

search TIPs

To search for all employees, leave the Search for field blank in the Find Employees window. Click Search. You can then select the employee you want from the listing in the Find Employees window.

When you search for a second employee's record with the [Shift] key held, that record will open in the same tab as the first employee's record. Otherwise, the other employee record closes and is replace with the new.

Related Topics

About Employees

The Find Window

The Employee Details page

How to create a new employee

 

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