Selecting an employee

• Select ‘Record Employee Observations’ from the left pane.

• The ‘Select Employee’ page appears.

• The system displays the following detail at the top right of the page.

Date Format

The date format that is applicable to the login user. Tell me more

• Specify the following detail.

Employment Unit

The description of the organization unit in which the employment unit component is deployed. Tell me more

• Select the employee record, either through the “Direct Entry” group box or through the “Search Criteria” group box.

To select through direct entry

Use this method if you know the complete employee code of the employee.

• Enter the complete employee code of the employee for whom you want to record observations, in the “Employee Code” field.

• Select the “Record Employee Observations” hyperlink beside.

• The “Record Employee Observations” page appears. All details of the selected record are displayed.

• To record employee observations, refer to the topic “Recording Employee Observations”.

To select through search criteria

Use this method, if you know just a few characters of the employee code. In the search option, you can specify search criteria, with or without wild cards for a range of employee details. The system fetches the employee records that match the combination of search criteria specified. To increase the probability of finding the closest matching records, you can specify values for as many details as possible.

For example, if you specify search parameters for the name and code of the employee and the process to which he/she is currently attached, the system fetches the records that match these criteria. If you specify search parameters for the position or job held by the employee or if he/she is a regular or contract employee, you can narrow your search to the closest matching records.

Note: You can specify the search criteria for the details with or without wild cards.

• Specify search criteria for any or all of the following details.

Employee Code	The unique employee code of the employee. To view all the employee codes containing specific characters, type in the starting character or characters of these employee codes.
	Alternatively, type in these characters in any combination with wild cards. Example:  ECC1*, will search for those employee codes that start with ECC1. Other examples are *ECC1 and EC*C1.
Employee Name	The name of the employee. To view all the employee names containing specific characters type in the starting character or characters of these employee names.
	Alternatively, type in these characters in any combination with wild cards. Example:  To get Jonathan, type in JO*, to search for those employee names that start with JO. Other examples are *NATHAN, JO*AN, and JONATH*.
Position	The position held by the employee. To view all the descriptions of the position titles containing specific characters, type in the starting character or characters of these position title descriptions.
	Alternatively, type in these characters in any combination with wild cards. Examples: *MANAGER, TRAINEE*, MAN*R.
Process	The process to which the employee is attached. To view all the process descriptions containing specific characters, type in the starting character or characters of these descriptions.
	Alternatively, type in these characters in any combination with wild cards. Examples: *Finance, HR*, Mar*g.
Job	The job held by the employee. To view all the job descriptions containing specific characters, type in the starting character or characters of these job title descriptions.
	Alternatively, type in these characters in any combination with wild cards. Examples: *MANAGER, TRAINEE*, MAN*R.
Employee Type	The employee type indicates if the employee is working on contract basis, is a consultant or a regular employee etc. From the drop-down list box, select the value.

•   Select the “Search” pushbutton.

Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value.
If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are applicable to the selected employment unit.

• The system displays the following details in the multiline, for the employee movement records that satisfy the search criteria specified.

Employee Code	The unique code of the employee.
Employee Name	The name of the employee.
Employee Type	The employee type indicates if the employee is working on contract basis, is a consultant or a regular employee etc.
Position	The position held by the employee, for example, Senior Manager, Vice President.
Process	The process to which the employee is attached, for example, finance, marketing etc.
Job	The job held by the employee.

• Select the data hyperlink on the name of the required employee in the “Search Results” multiline.

• The “Record Employee Observations” page appears. You can use this page to record your observations on the employee.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page objective

Use this page to select an employee whose employee observations is to be recorded.