Search/View Positions

The Positions (Personnel) Grid allows the user to search for existing employees. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or edit.  Example - First Name  is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with  San in the first name will appear. You can then click on the next to the Employee (Personnel) record you are searching for to view the data relating to this employee or click on the to edit the record.

After selecting  to view, the following screen comes up:

Highlight Viewer

To use the 'Highlight Viewer', select the row in the grid to view.  The 'Highlight Viewer' on the right hand side will appear:

Include Archived Positions (Personnel)

Have the option to include Employees who were archived.  To view Archived Positions, click on . This will show archived employees in the grid.  

If need to archive an Employee's Position from the grid, click on Edit next to the employee and click on . This will hide the employee from view on the grid.

Edit Positions

1. Search desired Employee on grid
2. Click on  to edit the Position
3. Make desired changes
4. Click onto save desired changes to the Position, click on to not posted changes and return to the Position grid. 

Report Creation

To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report