Finding and opening employee records | Practice Manager

The Find Employee page enables you to search the employee records in your database and open the Employee page to view and change the details stored for each employee.

You can:

display all the employee records in your database.
display only the employee records that match the name or code you specify.
group the list of results so that records with the same information are grouped together.
change the information displayed on the page using the right-click menu Field Chooser options.

To find and open an employee record

In the toolbar, click the Contacts dropdown and choose Open > Employee.
In the Search for field, enter the employee’s code, employee’s name or part thereof.

To display all employees, either leave the Search for field blank and click Search or type % in the Search for field and click Search.
Select your search options:

Select the Hide form when only one item found option, if required.
Select the Search any part of name/code option, if required.
Select the Include inactive employees option, if required.

Click Search. The results that match your search criteria are listed.

If a single record matches your search criteria and you selected the Hide form when only one item found checkbox, then the Employee page opens.

Group or sort the search results. Right-click the results table to access the Field Chooser. From the Field Chooser you can select the fields of information you want to be displayed with the listed records. Drag fields onto the list area from the window or vice versa. You can also copy the selected employee’s name to the clipboard for use in other applications. See Organising your data and Customising a display table.Double-click the employee record you want to open. You can double-click any information on the employee name other than the email address. The Employee page opens.

To find and open a second employee record

You can keep an employee record open while you find and open more employee records.

With the first employee record open, hold [Shift] down and click Employee search on the TASKS bar. The Find Employees window opens.

To display all employees, either leave the Search for field blank and click Search or type % in the Search for field and click Search.

To keep the first record open, press and hold [Shift] while clicking Employee search on the Tasks bar. If you do not hold [Shift], the first employee record will close as the second one opens.
In the Find Employee window Search for field, enter the name (or part of the name) of the record you want to find.
- Select the Hide form when only one item found option, if required.
- Select the Search any part of name/code option, if required.
- Select the Include inactive employees option, if required.
Click OK or press [Enter]. The results that match your search criteria are listed.
Double–click the desired record in the list. The selected record is displayed, open to the same tab as the first record (e.g., Responsibility tab). If required, you can compare the details of the two records.