Searching For Employees In People +

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 

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.

The next section down is the Company section, in this section you will be able to search for employees using Post Details - 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 such as Start Date, Date of Birth, NI Number, Payroll ID, again you will only see results using theses filters if the information is already there 

Alternatively, you will also be able to use the standard RotaMaster search functionality by either searching for an employee by  surname 

Or by selecting the Rota Group your employee works in and the Role they perform then double clicking on the employees name or selecting the blue edit pen.