Filtering, Searching and Exporting Employees

"What if I have hundreds of employees and need to find 'Benjamin Wye'? How do I find him?"

On the employee listing page, click the Filter bar to reveal the filters form:

Now you can filter for employees using all of the available options, you can choose one or multiple filters.

Keywords - First name or surname.
Occupation - An occupation applied to the employee from your created occupation list.
Risk Status - An employee whose risk status is either OK, At Risk or Attention.
Status - A status applied to an employee from your created status list.
Organisation - An organisation the employee is associated to.
Role - To see all employees applied with a specific role.
Site - To see all employees associated to a specific site.
Start Date - Any employees' start date.
Enabled - All employees enabled on the platform.
Locked - All employees locked or unlocked on the platform.
Archive - See all employees who have been archived.

When you’ve selected your criteria, click the Filter button to filter the employees. Click the Cross or Clear button to remove the filters:

Searching

Filtering is easy but is there a quicker way to search for an employee from anywhere in the system?

You can use the system search bar at the top of the page. Type the employee name into the search box and hit enter in order to search the system.

*Note* You can also select 'Employee' from the drop-down in order to narrow your search:

Exporting

From the employee listing, you can easily export the list as a CSV or PDF file via the Export menu.

*Note* If you have any filters applied, they will also filter the exported employees.