Searching for individuals or groups is easily done using the search options found at the top of the screens. There are three categories of searches:
- Advanced Search – includes all system search fields.
- Quick Search – includes limited search options designed for a particular list of data.
- Free Search – allows for user to type in a name
In the Personnel menu, there is a special search feature found in the Quick Search area to allow you to search the entire system, including the archive, for a person’s name, ID, or SSN.
This search feature should be used before adding a new person into the system just to make sure their record is not already in PeopleWerksHR.
When searching for groups of people, if you think that someone is missing in the list, clear your search and execute the search again to make sure the criteria is correct. If a person is still not in the list, check their record and compare your search criteria to the data in their record. Typically, the record just needs to be updated with the missing or inaccurate data.
In the Advanced Search, note all the tabs across the top with the different data categories.