- Click on the Administration
menu and select Personnel to
display the PersonnelSearch
Window.
- In the Search By field click
on the arrow to display the
list of Search By items. Click on the data by which you would like to
select personnel.
- If you search by Name, type
a name or portion of a name in the Value
field and click Get List to
display the appropriate people. If you Search By Name, leave the
Value field blank and click Get List to get everyone in the database
excluding inactive personnel.
Note: Names should be entered last name first.
Note: If you type just Doe you would get all personnel whose last
name is Doe or whose last name starts with Doe.
- If you select ID type the
appropriate ID and click Get List
to display the person.
- If you select Department,
type the appropriate Department name in the Value
field. Click Get List to
display the list of people in that Department.
- Sort the list of Personnel
by clicking on the appropriate column heading. For example, if you
click the Name column heading, the list sorts alphabetically.
- Once the appropriate list of personnel is displayed, double-click on
a person to bring up his/her Personnel Information window. You can
also select a person and click Modify
to bring up the Personnel Information Window.
- If you are editing a large group of people, you can close the
Personnel Information Window and select a new person to edit from the
list in the Search Window. You can open multiple Personnel
Information windows. (Up to 10 windows total including the Search window).
- You can add new people by clicking the Add
menu without doing a search.
- You can delete personnel by clicking on a name to select it and then
clicking on Delete at the
top of the window.
Note: It is recommended that you go to the Personnel Information
window for that person and make him/her inactive rather than delete
the entire record.