Simple Search

Perform a Simple Search

Use a simple search to quickly enter search criteria pertaining specifically to the application you are using.

1. Access the appropriate application page. For example, to access records for a particular employee, select Human Resources, Entry & Processing, Employee, then Employee Information.

2. Enter your search criteria using a combination of field values and search operators. In addition to text entry, some fields have options to guide your search.

   • Drop-down menu: Opens a table record list with multi-select options.

   • Checkboxes: Control results, such as including or excluding record types.

   • Lookup: Opens a page with additional search options related to the field.

   • Calendar: Click the icon to select a date. You can also manually type a date in the field.

   • Sounds Like: Use this option when available if you don’t recall the spelling of a record you need to retrieve. For example, if the name might be Burkes or Berks, type one in the field, then click the Sounds Like icon.

3. Click Search. The results display in the results list section.

Save and Clear Search Criteria

In the Human Resources module, the Search Criteria remains saved in the fields when you leave the page. This feature allows you to keep track of search criteria if the page is closed and then accessed later. The saved criteria is specific to your login and does not carry over to other users, and it is specific to the page and does not carry over to other pages in Human Resources or other applications. The next time you open the page, your previous search criteria appears.

If you want to clear all entered criteria, on the toolbar click Clear.