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| {{IHRIS_Manage_user_manual_index}}
| | #REDIRECT [[iHRIS:Search Records in iHRIS Manage (4.0.5)]] |
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| After entering an employee or position in the system, the record may be reviewed at any time. Click <u>Search Records</u> to locate the record. From the record, additional information can be added or existing information can be updated.
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| == Recent Changes ==
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| Follow these steps to locate a position's record in the system.
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| {| cellpadding="10" border="1"
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| |- valign="top"
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| | From the Home page or left menu, click <u>Search Records</u>. On the Search Records page, click <u>Recent Changes</u>. || [[Image:SearchRecords.png|500px|500px]]
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| | The Search form opens. <br><br> Select to view recent changes to <u>Person</u> or <u>Position</u>. If an option is not selected, all records will be searched. <br><br> Click the <code>View</code> button to show all matching results. || [[File:Manage_search_recentchanges.png|500px|500px]]
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| | A list of matching positions displays. Click the title of the position you want to review. <br><br> To search again, select new options from the Search form and click <code>View</code>. || [[Image:SearchPositions2.png|500px|500px]]
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| | When you click the position title, the position record displays, showing all information about the position and the name of the employee currently holding the position, if any. From this screen, you can update the position information, select another position or view and update the employee's record. || [[Image:SearchPositions3.png|500px|500px]]
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| |}
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| === Troubleshooting ===
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| '''The record is not found.'''
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| No results will display. Select different options and click <code>View</code> to search again. Try reducing the number of options selected for better results.
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| == Search Positions ==
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| Follow these steps to locate a position's record in the system.
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| {| cellpadding="10" border="1"
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| | From the Home page or left menu, click <u>Search Records</u>. On the Search Records page, click <u>Search Positions</u>. || [[Image:SearchRecords.png|500px|500px]]
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| | The Search form opens. <br><br> Select from the options provided to limit the search by '''Cadre, Classification, Department, Facility, Job''' or '''Status'''. If an option is not selected, all records will be searched. <br><br> Click the <code>View</code> button to show all matching results. || [[Image:SearchPositions1.png|500px|500px]]
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| | A list of matching positions displays. Click the title of the position you want to review. <br><br> To search again, select new options from the Search form and click <code>View</code>. || [[Image:SearchPositions2.png|500px|500px]]
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| | When you click the position title, the position record displays, showing all information about the position and the name of the employee currently holding the position, if any. From this screen, you can update the position information, select another position or view and update the employee's record. || [[Image:SearchPositions3.png|500px|500px]]
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| |}
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| === Troubleshooting ===
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| '''The record is not found.'''
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| No results will display. Select different options and click <code>View</code> to search again. Try reducing the number of options selected for better results.
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| == Search People ==
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| Follow these steps to locate an employee's record in the system.
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| {| cellpadding="10" border="1"
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| |- valign="top"
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| | From the Home page or left menu, click <u>Search Records</u>. On the Search Records page, click <u>Search People</u>. || [[Image:SearchRecords.png|500px|500px]]
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| | The Search form opens. <br><br> In the '''Employee Status''' menu, select the type of record to search for: Applicant, Employee, Old Employee or Old Applicant. Leave blank to search all employees. <br><br> Limit the search to a particular facility by selecting that facility name from the '''Facility''' menu. Leave blank to search all facilities. <br><br> Limit the search to a particular job by selecting that job title from the '''Job''' menu. Leave blank to search all jobs. <br><br> Enter the person's '''Surname''' to find a single record or leave blank to find multiple records. <br><br> Click the <code>View</code> button to show all matching results. || [[Image:SearchPeople1.png|500px|500px]]
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| | A list of matching records displays. Click the name of the person whose record you want to review. <br><br> To search again, select new options from the Search form and click <code>View</code>. || [[Image:SearchPeople2.png|500px|500px]]
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| |}
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| === Troubleshooting ===
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| '''The record is not found.'''
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| No results will display. Select different options and click <code>View</code> to search again. Try reducing the number of options selected for better results.
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| {{IHRIS_Manage_user_manual_index}}
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