iHRIS:Search Records in iHRIS Manage: Difference between revisions

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After entering a person's record into 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.  
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.  


# From the Home page or left menu, click <u>Search Records</u>.  
 
# Enter the person's '''Surname''' to find a single record or leave blank to find multiple records.  
== Search People ==
# In the '''Limit Results By''' menu, select the type of record to search for: All, Employee, Old Employee, Applicant or Old Applicant.  
 
# Click <code>Find</code> to find the matching record or click <code>Find All</code> to find all records in that category.  
Follow these steps to locate an employee's record in the system.
# A list of matching records displays. Click the name of the person whose record you want to review.  
 
{| cellpadding="10" border="1"
|- valign="top"
| 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]]
|- valign="top"
| 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> Enter the person's '''Surname''' to find a single record or leave blank to find multiple records. <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> Limit the search to a particular facility by selecting that facility name from the '''Facility''' menu. Leave blank to search all facilities. <br><br> Click the <code>View</code> button to show all matching results. || [[Image:SearchPeople1.png]]
|- valign="top"
| 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]]
|} 


=== Troubleshooting ===
=== Troubleshooting ===
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'''The record is not found.'''  
'''The record is not found.'''  


The system displays an error message. Click <code>Return</code> to return to the Search Records page and search again.
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.

Revision as of 12:23, 9 July 2009

After entering an employee or position in the system, the record may be reviewed at any time. Click Search Records to locate the record. From the record, additional information can be added or existing information can be updated.


Search People

Follow these steps to locate an employee's record in the system.

From the Home page or left menu, click Search Records. On the Search Records page, click Search People.
The Search form opens.

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.

Enter the person's Surname to find a single record or leave blank to find multiple records.

Limit the search to a particular job by selecting that job title from the Job menu. Leave blank to search all jobs.

Limit the search to a particular facility by selecting that facility name from the Facility menu. Leave blank to search all facilities.

Click the View button to show all matching results.
A list of matching records displays. Click the name of the person whose record you want to review.

To search again, select new options from the Search form and click View.

Troubleshooting

The record is not found.

No results will display. Select different options and click View to search again. Try reducing the number of options selected for better results.