Selecting specific employees

You can select specific employees within your company to further tailor your process results. On the page, use the icon buttons to the right of Employee to select the employee or group of employees to change.

Note: When you select a specific employee or group of employees using these buttons, all other selection criteria on the page is disabled. To reset your selection criteria, click Icon of the Update button (the Update button).

To select a single employee

  1. Click Find icon (the Find button).
  2. On the Employee Find page, find and highlight the employee you want to select.

  3. Click OK.

    Sage HRMS returns you to the process page and displays the selected employee’s name, ID, and employer under Employee.

To select multiple employees

  1. Click Multiple Select icon (the Multiple Select button).

  2. On the Select Employees page:

    1. Select an employee that you want to include in the Available list on the left. This list includes all employees in the employers you selected and displays the employee’s name, ID, and employer.

    2. Click Select > to move that employee to the Selected list on the right.

      Note: If you already selected a single employee using the Find button, that employee automatically appears in the Selected list.

      Tip: You can double-click an employee in the Available list to move them to the Selected list—and double-click an employee in the Selected list to move them back to the Available list.

    3. Repeat steps a and b for all employees that you want to select.

  3. Click OK.

    Sage HRMS returns you to the process page and displays Multiple under Employee.

To reset your selection

Click Icon of the Update button (the Update button) to clear your employee selections so you can make new selections on the page.