Find Employee

UserActivitiesFind Employee In Scenario

Use the Find Employee feature to find any employee record stored in the database by Employee Id, Name or Position.  Once the record is found, you have the option of editing the record or opening the employee's funding location.

1.To access the Find Employee tool, click on its button from the main toolbar.

Employees_MainToolbarRightSideWithFindEmployeeClick

2.In the Find Employee dialog, enter information for the Employee you want to find using the Employee ID, Name, or Position text box and selecting a search option. For this example, enter 'Gra' in the Name field and select Right* to search for all employees having a last name beginning with 'Gra' and ending in any characters, then click OK.

Employees_FindEmployeeDialogWithNameAndClickOK

Search Options and Results

Search Option

Results

*Any*

Any part of the matching search results will include the text that you entered.

Right*

Only the beginning part of the matching search results will include the text that you entered.

*Left

Only the ending part of the matching search results will include the text you entered.

Exact

The search results will only include exact matches with the text you entered.

Bullets_ResultListBulletResults:

1.All employees in the database having a last name beginning with "Gra" are displayed.

Employees_FindEmployeeResults

Adm_TipYou can edit some properties for an employee directly in the results grid. You can also right-click on an Employee name in the results grid to access all of the same menu options for working with the Employee record that you find in the Employees main grid.

One of the most frequently used Employee context menu items after finding an Employee is Open Department, which allows you to see where the employee record currently belongs in the Scenario.

3.Click the Refresh Main Grid button in the Toolbar to return to your previous view of the Employees main grid.

MainToolbar_ClickRefresh

Open Department

The Open Department feature is available from the context menu of an Employee in the Employees grid and in Find Employee results.

UserActivitiesOpen Department

1.Click on the Employees tab to open the Employees grid.

2.Right-click on an Employee name to open the context menu, and select Open Center.

Employees_OpenCenterWithClick

Bullets_ResultListBulletResults:

1.The Employee's Department is opened and the Employee's name is highlighted.