Tag: Search

Sorting Lists

Many of the lists of data such as the Employee listing in the Personnel menu can be sorted in a different order by simply clicking on the column heading.  Clicking once will sort it either ascending or descending order and clicking again sorts it in the reverse order.

 

Searching

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:

  1. Advanced Search – includes all system search fields.
  2. Quick Search – includes limited search options designed for a  particular list of data.
  3. 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.

 

 

Why is my search criteria not finding expected results?

There are multiple reasons for not getting the records that you expect from your search:

  • Your search criteria may have leftover selections from a previous search.  If this is the case, simply “clear” the search criteria and begin again.
  • Your search criteria may be correct but the data in the employee record(s) may be missing or incorrect.  Check one of the people’s record that you think should have been included in your search results and confirm that the data is correct.
  • Your search criteria may be incorrect.  Remember that the more criteria selected, the fewer the records found.  Each search criteria is evaluated in combination with the other criteria where the resulting found records must meet all the criteria.  Try removing some of the criteria to help your investigation.
  • Your search criteria may be correct but the report context may be incorrect if you have built a Custom Report.  If you need a report about jobs, then you need to select a jobs-based report.  If you choose an employee-based report, it will only show you one record for each employee and only their primary job.
  • If you are looking for contract information, be sure to select “Active Contract” in your search criteria.
  • You cannot include Job Classification in searches for people who may not have a job assigned.
  • If you are looking for retired or resigned personnel, include the Archive in your search criteria.

Can I search on a range of values in the search criteria?

Use the operands of “>”, “<“, or three periods for ranges.

The “>” operand means more than or later than.

The “<” operand means less than or before.

The three periods, “…”, means between.

Examples:

  • Search for all people who started after 7/1/2020: In the Start Date box enter >7/1/2020
  • Search for all people with less than 4 years district experience:  In the Years Experience box, enter < 4.
  • Search for all the people who were hired between 1/1/2020 and 7/1/2020:  In the Board Hired Date box, enter 1/1/2020…7/1/2020