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Selecting and searching for resources

Menu path

HR ➔ Human resources ➔ Select ➔ Search

Introduction

You can easily select or search for details of your resources such as the ID, full name, job title, employment status, phone numbers and more.

Fields

You can filter the resources that you want to display. To search for resources, you can define one or more of the following criteria and click Search. The resources that match the search criteria you have entered are then displayed.

Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Search

Click this to search for resources based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons will become available.    

Previous

Click this to return to the previous list of results.

Next

Click this to go to the next list of results.

Filter

Select the required option to filter the search that starts with or contains a certain letter or word.

Resource

Type the resource ID to search for the resource with the matching ID.

Type

Select Employee, Contractor, Student, TemporaryApplicant, VacancyPartner, Customer, or All to search for all resources based on the selected employment type. The default resource type is All.

Phone

Type the telephone number to search for the resource with the matching number.

Mobile

Type the mobile number to search for the resource with the matching number.

Main location

Type or select the permanent office location to search for the resource who is based at the selected location.

Full name

Type a full or partial name to search for the resource who matches the name.

Status

Select Active, Hired, Inactive, Rejected, Fulfilled, Future, or All to search for resources based on the selected employment status. By default, All is selected.

Extension

Type the phone extension to search for the resource with the matching extension.  

Job title

Type or select the job title to search for the resource who matches the job title.

Buttons

Word merge

Click this to create a mail merge template or layout in Microsoft Word. For more information, see Overview: Word Merge.

Export

Click this to export resources based on the defined criteria to Microsoft Excel. The following is an example:

Open  

Click this to view the details of the selected resource. For more information, see Creating and maintaining resources.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 06.335.733
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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