Modules ? HRM ? Reports ? People ? Search
This page allows you to perform a search for people, applicants, as well as vacancies. Besides that, you can perform various functions such as adding selected people to projects, creating requests to the selected people, or viewing the planning of a person.
All users can perform a restricted search on people and vacancies. To perform a search without any restriction, function right 153 – View restricted items in search or function right 193 – View free fields in resource search is required. By default, users with the General manager, HR, and HR assistant roles have this function right.
To perform a search on applicants, the user must have the Professional role and be the manager of at least an applicant.
Note:
The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: Not all criteria will be displayed by default. You can add or remove criteria by clicking Customise.
Click this to exit.
Click this to display the results based on the defined criteria.
Click this to reset the criteria to the default settings.
Click this to display the number of people, applicants, and/or vacancies that match the defined criteria.
Click this to set the fields to the default settings.
Click this to display the criteria.
Click this to generate a request to the selected person. For more information, see Generating requests from HRM search.
Note: This is enabled only if all the check boxes on the same page have been selected.
Click this to create a new request.
Click this to view the planning of a person.
Click this to add people to a project.
Click this to copy user preferences settings from one user to another.
Click this to create letters using predefined templates. For more information, see Creating letters with Word Merge.
Click this to create and send emails using predefined templates. For more information, see Creating emails with Word Merge.
Click this to export the information of people and/or financial components to Microsoft Excel.
Click this to create mail merges. For more information, see Creating mail merge for multiple recipients.
Click this at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also specify the columns to be shown at the results section as well as the order of the columns. Click Save to save the settings, Default to set back to default settings, or Close to exit.
You can define function rights for the columns to control the visibility of the information in the search result via the Advanced button. This button is available only if you have the Professional role (at any level) and function right 147 – Maintain resource card (at the Corporate level). Certain columns will have function right 153 – View restricted items in search and/or function right 193 – View free fields in resource search filled by default.
When a function right is defined for a column, you can choose to display or hide the column from the search result if you have the defined function right. For an example, function right 153 – View restricted items in search has been defined at City. If you have been assigned with the function right (at the Division level) and have set the City column to be displayed in the search result, you will be able to view the cities in the search result, but only of the people who belong to the same division as yours.
Type the name of the person, applicant, or vacancy to display the people, applicants, or vacancies that start with, contain, or equal to a certain letter or word.
Type or select the project ID to display the people who are members of the selected project.
Type the phone, fax, or extension of the person or applicant that starts with, contains, or equals to a certain number.
Type or select the country code where the person or applicant is from.
Select the job group of the person or vacancy.
Select the division to which the person or vacancy belongs.
Select the cost center to which the person or vacancy belongs.
You can save your search criteria as a template. For more information, see Creating and modifying search templates.