Staff searches are available at the staff grid. Click the ‘Searches’ link above the staff grid to open or close the left pane where the list of available searches display by category. Notice that as you move the mouse over a search title in the list, Add and Replace buttons will display. The buttons allow you to add a new search or replace an existing search. All searches display at the top of the grid as a tile, which allow you to edit or remove the search.
When you click the Add button next to a search title, the search will be added to the search tiles already in place. Some searches allow you to set ‘parameters’ or indicate from a drop down list exactly what you want to search for.
‘Current Fiscal Year’ will always be the default search when you sign in and click the Staff area link. The tile may be deleted, and any other search you apply at the staff grid will remain in place as long as you are signed in.
For example:
1. Click the ‘Searches’ link to open the left pane.
2. Click the arrow on the General category to expand the search.
3. Move the mouse over the search ‘Staff Quick Select.’
4. Click the Add button.
5. A window will display that allows you to search by status, program, keyword, department and start date. You may search by all or a combination of fields, but you must enter at least one.
6. Click the Apply button. Notice that the Apply button will not display until at least one search criteria is entered.
7. At the top of the grid you will see a tile for the ‘Staff Quick Select.’ In the screenshot below, the ‘Current Fiscal Year’ tile was already in place.
8. ‘And’ displays on the ‘Staff Quick Select’ tile. This indicates that the staff that now display on the grid are current fiscal year staff, and also meet the search criteria entered on the ‘Staff Quick Select’ search. You may click this button to change to ‘or,’ ‘and not,’ or ‘or not.’ Changing the operator will change the records returned in the search.
9. If you wish to edit the ‘Staff Quick Select’ search, click the edit icon (the pencil) on the tile. This will display your original search. The search criteria may be changed, or you may add to the existing criteria.
10. Click Apply. The list of staff will update, depending on the new search criteria.
Using the Replace button
1. Move your mouse over the ‘Staff Quick Select’ search title, and click the Replace button.
2. A new ‘Staff Quick Select’ window will open.
3. Enter the search criteria.
4. Click Apply.
5. Notice that now the ‘Current Fiscal Year tile has been removed, and only the ‘Staff Quick Select’ tile displays. When you select replace, you are replacing any search tiles currently in place with a new search.
To remove the existing search and reapply the ‘Active’ tile, click the X on the search tile, and click the Add button next to ‘Active.’
Some searches, like ‘Current Fiscal Year,’ do not have parameters or search criteria that can be changed, even though there is an edit icon on the tile. When you click the edit icon, you will get the message: This search contains no parameters. Click Apply to invoke this search.
Searches with no parameters are applied by clicking the Add button.