Searching Techniques

The Search field at the top of the window enables you to search for forms, employees, and other items. This field gives you quick access to features without needing to navigate to them in the menus.

To initiate a search, start entering to do a broad search or narrow the search using an initial letter followed by a colon:

•

A:  Application Search (Features/Forms)

•

C: Client Search

•

E:  Employee Search

•

R:  Report Search

To initiate a broad search:

1.

Enter the text of the item you want to find. As you type, the system presents a list of suggestions.

2.

Click an item to open it. If there is an arrow next to the item , click it to open the form as a layer over the current page. This makes a second form available while continuing to display the main form.

To search for a feature or a form (application):

1.

Type A: and then enter the name of the feature you want to access. As you enter, the list filters to the features that match your search.

2.

Click the feature's name to open the form or click the arrow to open the form in a new window and layer it over the current page.

To search for a company:

1.

Enter C: and then type the name of the company. As you type, the list filters company records that match your search. The Search field lists only companies to which you have access.

2.

Click the company name to open the Employee Details form.

To search for an employee:

1.

Enter E: and then enter the name of the employee. As you enter, the list filters to employee records that match your search. (The Search field lists only employees to which you have access.)

Note the following:

•

If an employee works for more than one company, the Search field displays each company ID and name in the preview list, so you can easily distinguish which employee/company match to select.

•

If relatives who work for the same company have the same first and last name, such as a father and son, the system lists the middle initial for these employees, so you can easily distinguish between them.

•

An employee's termination date displays in the results, so you can quickly verify whether the employee currently works for your company.

•

You can enter an employee's preferred name, if applicable, the same way that you would search for their first or last name. (Note: If you enter an employee's legal first name in the Search field and they have a preferred name, the preferred name displays first in the search results with the legal first name displaying in parentheses.)

2.

Click the employee name to open the Employee Details.

Note:  To see employees with an onboarding status displayed, you must be enrolled in the Onboarding module.

To search for a report:

1.

Type R: and then type the report name. As you type, the list filters reports that match your search. The Search field lists only reports to which you have access.

2.

Click the report name to open the report's selection criteria screen.

3.

Make your selections and then run the report.