Searching for people and vacancies
Menu path
Modules ? HRM ?
Reports ? People ? Search
Introduction
This page allows you to perform a search for people, applicants, as well as vacancies. Besides that, you can perform various functions such as adding selected people to projects, creating requests to the selected people, or viewing the planning of a person.
Roles and rights
All users can perform a restricted search on people and vacancies. To perform a search without any restriction, function right 153 – View restricted items in search or function right 193 – View free fields in resource search is required. By default, users with the General manager, HR, and HR assistant roles have this function right.
To perform a search on applicants, the user must have the Professional role and be the manager of at least an applicant.
Note:
- For more details on function rights, go to Modules ?
System ?
Setup ?
Security ?
Function rights.
- For more details on roles, go to Modules ?
System ?
Setup ?
Security ?
Roles.
What version are you using?
The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here
will not be applicable.
How do I search for people, applicants, and vacancies?
- On the HRM: Search - People page, define the search criteria.
- At the Type field, select the required check boxes to search for people with the respective employment types, applicants, and/or vacancies.
- Click Show to display the search results.
Keep in mind: Not all criteria will be displayed by default. You can add or remove criteria by clicking 
Customise.
How do I copy user preferences settings from one user to another?
- On the HRM: Search – People page, define the search criteria.
- Click Show to display the search results.
- Select the check box(es) next to the name of the person or people you wish to copy user preferences settings to.
- Click Copy preferences to display the HRM: Copy preferences page.
- On the HRM: Copy preferences page, define the relevant fields.
- Click Copy.
How do I add people to projects?
- On the HRM: Search - People page, define the search criteria.
- Click Show to display the search results.
- Select the check box next to the name of the person.
- Click Add to project.
- From the Projects page, select the project. You will be then be directed to the Project planning: [Project code] page. By this point, the selected person has already been added to the project.
Buttons
Close
Click this to exit.
Show
Click this to display the results based on the defined criteria.
Note:
- Once you have clicked this, the name of the button will change to Search.
- Once you have clicked this, the Search, Request merge, New: Request, Planning, Add to project, Copy preferences, Create letter, Create email, Export, and Mail merge buttons will be displayed. The Reset, Count, and Default buttons will not be available.
- Once the search results are displayed, the
Expanded, 
Compressed, and 
Column icons will be available next to the Page size field for you to select the display views for the search results.
Reset
Click this to reset the criteria to the default settings.
Count
Click this to display the number of people, applicants, and/or vacancies that match the defined criteria.
Default
Click this to set the fields to the default settings.
Search
Click this to display the criteria.
Request merge
Click this to generate a request to the selected person. For more information, see Generating requests from HRM search.
Note: This is enabled only if all the check boxes on the same page have been selected.
New: Request
Click this to create a new request.
Note: This is enabled only if all the check boxes on the same page have been selected.
Planning
Click this to view the planning of a person.
Note: This is enabled only if all the check boxes on the same page have been selected.
Add to project
Click this to add people to a project.
Copy preferences
Click this to copy user preferences settings from one user to another.
Create letter
Click this to create letters using predefined templates. For more information, see Creating letters with Word Merge.
Note:
- This is available if the New Word Merge check box under the Word Merge section is selected at Modules ? Documents ? Setup ? Maintenance ? Settings.
- This is enabled only if all the check boxes on the same page have been selected.
Create email
Click this to create and send emails using predefined templates. For more information, see Creating emails with Word Merge.
Note:
- This is available if the New Word Merge check box under the Word Merge section is selected at Modules ? Documents ? Setup ? Maintenance ? Settings.
- This is enabled only if all the check boxes on the same page have been selected.
Export
Click this to export the information of people and/or financial components to Microsoft Excel.
Note: This is enabled only if all the check boxes on the same page have been selected.
Mail merge
Click this to create mail merges. For more information, see Creating mail merge for multiple recipients.
Note:
- This is available if the New Word Merge check box under the Word Merge section is not selected at Modules ? Documents ? Setup ? Maintenance ? Settings.
- This is enabled only if all the check boxes on the same page have been selected.
Icon
Customise
Click this at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also specify the columns to be shown at the results section as well as the order of the columns. Click Save to save the settings, Default to set back to default settings, or Close to exit.
You can define function rights for the columns to control the visibility of the information in the search result via the Advanced button. This button is available only if you have the Professional role (at any level) and function right 147 – Maintain resource card (at the Corporate level). Certain columns will have function right 153 – View restricted items in search and/or function right 193 – View free fields in resource search filled by default.
When a function right is defined for a column, you can choose to display or hide the column from the search result if you have the defined function right. For an example, function right 153 – View restricted items in search has been defined at City. If you have been assigned with the function right (at the Division level) and have set the City column to be displayed in the search result, you will be able to view the cities in the search result, but only of the people who belong to the same division as yours.
Fields
Person section
Name
Type the name of the person, applicant, or vacancy to display the people, applicants, or vacancies that start with, contain, or equal to a certain letter or word.
Project
Type or select the project ID to display the people who are members of the selected project.
Phone/Fax/Extension
Type the phone, fax, or extension of the person or applicant that starts with, contains, or equals to a certain number.
Country
Type or select the country code where the person or applicant is from.
Organisation section
Job group
Select the job group of the person or vacancy.
Division
Select the division to which the person or vacancy belongs.
Cost centre
Select the cost center to which the person or vacancy belongs.
Templates section
You can save your search criteria as a template. For more information, see Creating and modifying search templates.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.055.175 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
20-08-2018 |
| Release: |
249 |
Attachment: |
|
| Disclaimer |