Searches

Various search options enhance the user’s ability to find and select Employees, Divisions and FEINs where applicable.

Note

When a Self Service User logs in, only their data is populated in the Search results. A Self Service user active in one division, but inactive in another, has their active division data populated by default.

How the system searches depends on your default settings, which can be either global or personal:

Global settings set the defaults for all users and can only be accessed by authorized users (see Permissions at the end of this document).
Personal settings are set by the individual user and overwrite any global settings.

Default Settings

Clicking on Show Default Settings displays a detailed set of parameters currently used for conducting a search by Employee, Division or FEIN.

Field	Employee	Division		FEIN
All Search Option
	You can specify which selection (blank, * or either) in the Search Employee field returns all search results that the user has permission to view.
Search String Position
	Starts With	Looks for results that start with your entry in the Search Employee field. Example: If you searched for "ALE" in Employee Last Name, only last names starting with ALE (Alegre, Alexander, etc.) appear in the results.
	Contains	Looks for results that contain your entry in the Search Employee field. Example: If you searched for "ALE" in Employee Last Name, last names containing ALE (Alegre, Alexander, Hale, Valentino, etc.) appear in the results.
Default Column Filter
	Allows the user to set the default option selected for the field to be searched. The options vary depending on the search. (Employee, Division or FEIN)
Default Employee Active Status		NA	NA
	Limits search results to Active, Inactive or All employees.(Not available on all screens)
Hide Search On Item Select
	When checked, hides the Search [Employee] [Division] [FEIN] field once you make a selection from the search results.
Use Divisional Filter in Basic Search		NA	NA
	When checked, adds a Division filter to your basic search.
Use Recent Results Ordering
	Store selections from your search results. If a new search returns that same selection, display it at the top of the list.
Max Recent Results Stored
	If using Recent Results Ordering (field is otherwise disabled), indicate the maximum number of selections to store.
Sync Common Values	When checked, allows you to synchronize settings with common values. In the example below, the Search String Position is not the same for Employee, Division and FEIN searches.

	If I set the Sync flag and choose “Starts With” in the FEIN box, that selection is applied to the Employee and Division settings as well:

Advanced Search

The Advanced Search feature is available on Employee Search screens only (not Division or FEIN). The advanced search allows for filtering by multiple criteria.

Note

Selected advanced search options are applied to the search only when displayed on the screen. (This reminds the user that advanced options are being used for the search.) Otherwise, the search reverts back to the default search settings.

Advanced Search overwrites any default settings where applicable. If a default setting is not selected in Advanced Search, then the default setting is applied.

To define a criteria to filter, click on the name of the criteria on the left side of the screen. This will load the panel on the right with the relevant details for the criteria.

Employee Active Status allows for filtering by active or inactive employees (or both).
Federal EINs displays all EINs in the company for selection.
Divisions displays all EINs in the company. Click to display the divisions within the EIN for selection.
Departments displays all divisions in the company. Click to display the departments within the a division for selection.
Employee Status displays all available employee status for selection.

To use Advanced Search, select the desired criteria and then click on the related filter check box on the left side of the screen.

Next, enter a search string in the textbox and click . Your search will filter by the text entered and the criteria values selected. Multiple criteria can be selected at the same time with multiple criteria values.

Dynamic Search

The Dynamic Search feature is available on Employee search screens only (not Division or FEIN). You can use Dynamic Search to find an employee using one or more filters in the Search Employee field.

Dynamic Search utilizes your Default Settings when returning results.

To use dynamic search, check the Dynamic Search flag.

The Search Employee field expands to accommodate the entry of multiple filters, described below:

Filter	Looks for
FN	First Name
LN	Last Name
EN	Employee Number
SN	Social Security Number
UN	Unique Number
DN	Division Name

For example, to search for an employee with a last name of 'Smith' and a first name of 'John':

Enter LN="Smith" FN="J"

Results include any employee whose Last Name contains “Smith” (such as Smith, Smithson, Arrowsmith, etc.) and whose First Name contains “J” (Jack, James, Jason, etc.)

You must surround your search item(s) with single or double quotes.