Finding an employee

You must select an employee before you can view details and perform tasks. You can use the Employee Find feature to search for an employee by last and first name, ID, status, or social security number.

To find an employee:

1. Select Employees > View/Edit Employee.

   Tip: You can instead press Ctrl+F on your keyboard or click the Advanced Find link on an employee page.

2. On the Employee Find page, enter values in the search criteria in the upper part of the page; see Search criteria on the Employee Find page for more information. You can click the More Options link to enter additional criteria to use in the search; see More Options search criteria on the Employee Find page for more information. (Click the More Options link a second time to hide the additional criteria.)

   As you type the values in the search criteria, the search results table in the lower part of the page changes to display the matching employees, or closest matching employees.

   Tip: You can click a column in the search results table to sort the table by that column.

3. After you find the employee, either:

   • Double click the employee in the table.
   • Select the employee in the table and click OK.

   That employee's page opens.

Tip: If you are using the subscription version, you can click the Export button (on the lower left of the Employee Find page) to export the current view of the employee table (including any filters) to a CSV file in a location that you specify. (If social security numbers are masked in the view, they are also masked in the CSV file.).

Search criteria on the Employee Find page

The following table shows the search criteria on the Employee Find page.

Search criteria

 

Criteria	Description
Last Name	Type a value to search by the last name. When searching by Last Name and First Name, Last Name acts as a "go to" feature navigating to the matching name on the list.
First Name	Type a value to search by the first name. When searching by Last Name and First Name, First Name acts as filter, narrowing the search to employees with that First Name.
ID	Type the employee number.
SSN/SIN	Select SSN or SIN, and then type the social security number or social insurance number.
Active	Select this check box to include active employees.
Terminated	Select this check box to include terminated employees.
LOA	Select this check box to include employees on leave of absence.
Other	Select this check box to include other statuses like COBRA dependents, or non-employees.
More Options	Click this link to display additional search criteria; see the next section for details. If you click More Options again, the additional search criteria are hidden.

More Options search criteria on the Employee Find page

The following table shows the search criteria in the More Options area on the Employee Find page.

More search criteria

 

Criteria	Description
Organization Levels (1- 5)	Search for an employee in a particular organization. The organization levels were set up and defined in Enterprise Setup. Select All to include employees in all of that organization level in the search results. Select None Specified to only include employees not assigned to any organization at that level. Note: If an organization at a level is not defined, the label display as None.
Manager	Search for an employee who has a particular manager. If an employer is selected in the Employer filter, only managers for the selected employer are available. If the Enterprise is selected, all managers in the system are available. Select All to include employees with any manager in the search results. Select None Specified to only include employees not assigned a primary manager.
Employee Type	Search for an employee of a particular employee type. Select All to include employees of all types in the search results.
Salaried/Hourly	Search for an employee who has either the salaried and hourly status. Select All to include both salaried and hourly employees in the search results.
Job Title	Search for an employee by job title by the following methods: Choose Contains and type specific characters to include employees whose job title contains those characters. Choose Exact and select a specific job title from the drop-down list.
State/Province	Search for an employee by state or province. Choose State or Province, and then select the state or province from the drop-down list.
Last Hire Date	Search for an employee who has a last hire date on a particular date or in a date range. Select a "From" and/or "To" date using the calendar icons.

Navigating through a list of employees

You can use the following arrow buttons under an employee's name to quickly move to the detail page of the first, previous, next, or last employee in the list of employees from your search.