Searching For Employees In People +

This article only applies to customers with the RotaMaster People+ Module. Please speak to your Account Manager for more information.

The People + Module gives users extra search criteria fields, please see below how using the filters can change the employee search return .

ℹ️🗝️When a user with 'Line Managers Only' permissions to 'Personnel Manager' uses the search function, only staff members that they line manage will be returned. Users with 'Full Access' to view and create Personnel Records, but 'Line Managers Only' access to certain areas within a Personnel Record will still see all Personnel Records when searching, but access within each record will be limited based on individual area permissions.

From the Home Screen go to the Personnel Tab > Personnel Manager > People + Search

There are 3 sections in the People + Search tab. the first being the 'Names' section, users can search using the standard 'First name' and 'Surname'. You can also search using a 'Known As' name, 'Other Names' and 'Previous Names' . To enable you to search using this method they will need to have been added to your employees personnel record in personnel details.

You can also search for similar sounding names by ensuring the tick box at the bottom of the 'Name' section is checked.

If you select 'Show Suspended' or 'Show Archived' this will also include suspended and archived staff members in your returned search results.

The next section down is the 'Company' section, in this section you will be able to search for employees using 'Location Type', 'Location' when 'Location Type' is selected, 'Department' 'Company', 'Division', 'Staff Group', 'Reports to' and 'Post', using the drop down boxes select for the pick lists. Using this method will bring results of the employees that fit into the search criteria.

The next section down is the 'Other 'section, in this section you will be able to search for employees using details entered into an employees personnel record: 'Start Date', 'Date of Birth', 'NI Number', 'Payroll ID', and 'Person ID'. Again, you will only see results using these filters if the information is stored in the Personnel Record.

Alternatively, you will also be able to use the standard 'RotaMaster' search functionality by either searching for an employee by name in the 'Search' field.

Or by selecting the 'Rota Group' your employee works in, then the 'Team' and double click on the employees name or selecting the blue edit pen to open the Personnel Record.