Profile Master Search Tab

Contents

1 Screen

2 Search Tab

3 General Tab

2 Search Tab | Tab Access | Name Search |

This user guide provides an overview of the functionality of the Search tab on the Employee Profile Master screen and describes the procedures for searching for an employee’s name.

 

When the employee name has been located and clicked on, that employee’s Human Resources and Payroll data populate the fields in the tabs accessed from the Employee Profile Master screen. The data displayed on each of the tabs can be viewed, or modified, or new data added, depending on the user’s security setup.

Accessing the Profile Search Tab

  1. When the PRofile button is clicked, the Employee Profile Master screen opens.

Unless the option to display the last accessed tab has been selected (see the Employee Profile Master Screen User Guide), the default open tab on the Employee Profile Master screen is the Search tab.

  1. If another tab is open, click on the Search tab to open it.

The Search tab allows you to select an employee who is already entered into the system.

Searching for a Name

  1. Do one of the following:

NOTE: Depending on which of the radio buttons at the top of the tab is selected, the list includes Employees, References (potential employees who have not been hired), or Both employees and references.

NOTE: Depending on which of the radio buttons at the top of the Profile Advanced Search screen is checked, you can select by Name Key, First Names, Last Name, Soc-Sec-Nbr, or Former Name.

When you click a radio button, the corresponding field below the row of buttons is sensitized; that is, if you click the Name Key radio button, the Name Key field is sensitized. The other fields remain desensitized.

  1. Type the value in the sensitized field and press the Enter key on your computer. The employee that meets the search criterion appears at the top of the Name list and is highlighted.

If multiple employees meet the criterion, the first name that meets the criterion appears at the top of the list and is highlighted.

  1. Click on the name of the employee you are searching for to highlight the record (if it is not the already highlighted name at the top of the list).

  2. Click the Select button to return to the Search tab.

The selected employee’s name key, name, and employee type populate the name fields at the top of the Search tab.

The Employee Type, Building, and Check Location fields within the Search tab are also populated.

Version: 01.06.00.0 - 010225

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