Listing, Filtering, Searching and Exporting Employees
Listing
Essentially, an Employee is someone who uses the system. What they’re able to do with the system depends on their Role. For example, an Employee with the “Operative” role will only have permission to access parts of the system that are necessary to perform operative-level tasks. An Employee with the “Manager” role, however, will have access to more of the system in order to perform theirs.
You can access the employee listing by clicking the Employees link in the navigation:
Click on an employee from the list to view them.
Filtering
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 filters, you can filter on one or more filter options
- Keywords - First name or surname.
- Occupation - An occupation applied to the employee from your created occupation list.
- Risk Status - An employee that's 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 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- Archive - See all employees who have been archived.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
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 dropdown in order to narrow your search:
Exporting
From the employee listing, you can easily export the list as CSV or PDF via the Export menu.
*Note* If you have any filters applied, they will also filter the exported employees
