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10.2. List Employees

The Employees screen displays information on all existing employees. Using the search feature, you can quickly locate the employee records you're looking for. And with the right-click menu you can drill down into individual records to examine them more closely.

Here are some tips for using this screen:

  • Use portions of employee names in the Search field to narrow your search results.

  • Look up inactive employees simply by adding that option to your search criteria.

  • Search for employees by group using the employee group filter option.

  • You can also use the search builder to query the employee list on a site-by-site basis.

To view the list of employees, go to System > Employees > List. The following screen will appear:

Employees master list

The default filter on the Employees screen shows quantities for all items. You can build your own search criteria using the following options:

Filter

Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.

MORE

Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.

Query Builder

When building a custom query, you have the following options:

+

Select to add a new parameter to the query.

-

Select to remove a parameter from the query. This option is disabled for default parameters.

SAVE

Select to save your filter for future use. Saved filters will appear in the list of available filters.

MANAGE

Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.