has features that help you quickly perform certain tasks. These features repeat across the system. It is recommended that you read the following features so as to use them better.
SearchEmpSearch an Employee
Most of your tasks are employee-specific. Therefore, you need to search an employee so as that helps you to perform a required task such as adding visa details or updating current designation. To perform tasks for a particular employee, kindly follow the below-given steps:
Click the search control to find Click to choose the employee.
Once you select an employee in a page of , then the employee's details will be automatically displayed in all other pages.
In the employee search control, enter the first few characters of the employee name or number and select the employee from the search result.
The default search is by Current Employees. To search on Resigned Employees or All Employees, click to select required option. Employee search control changes color with your selection.
You can hover over the search control to display the Search and Clear buttons. Click Search to re-enter text in the search control. Click Clear to reset the search control.
FilterFilter on a Criterion
You may need to perform tasks on a group of employees based on a criterion. The filter bar helps you quickly segregate based on preset criteria such as Designation as Accounts Executive, Department as Finance, or Location as Bangalore. To If you would like to know how to use a filter on employees as , we have provided the steps below with an example:
- Go to Employee > Main > Employee Directory.
- You can use filters to set the requirements which will help you to achieve the desired output.
- In the Employee Directory page, view changes as per your filters. For example, you can filter on current employees who are still trainees to obtain a result similar to the following image: