Note: Some of the features available in Premium Mobile may be restricted by your administrator.
To use the Employee Search tool to view employee (user) information in your system, perform the following steps:
1. From the Organize tab in your Tool Bar, click Employees.
2. In the Employee Search screen:
a. Enter or select your search parameters including Last Name, First Name, User ID, Roles, User Status, Hierarchy, and/or Department.
Search parameters help you limit the number of employees returned by your query. You may include parameters designed to return a specific group of employees. You do not need to enter or select any parameters. The length of time taken to return a search result is proportional to detail you provide.
All text entry fields are wildcard enabled. You may use asterisks to search by partial field, for example: *415* or smi*.
You may select a point in the Hierarchy drop-down list to search only that hierarchy.
The Department drop-down list displays the departments within your selected Hierarchy.
Use the Include Sub-Departments check box to specify whether or not you want to search all sub-departments under the Department you selected.
To quickly locate a Department level, you may enter a partial department reference in the QuickFind text box.
b. Enter the number of employees you would like to display on a single page.
c. Click the Search button.
The Search Results section displays the employees that matched your parameters. You may click a column header once to sort that column from A-Z for text fields and highest to lowest for numeric fields. You may click a second time to resort the column from Z-A or lowest to highest.
You may click the Recent Charges icon to open the User Summary Charges screen where you may view the most recent month and the previous two months charges for the selected employee.
