Lookup an Employee

On the Purpose tab of the Background section, you can look up an employee and select a different employee in the Employee field if your functional role allows it.

To look up an employee, complete the following steps:

  1. In the Employee field, click to display the Resource Lookup dialog box.
  2. From the Role drop-down list, select Functional Role.
  3. From the Group drop-down list, select the group to which the individual is assigned.
  4. If you know the employee's ID, enter it in the Employee ID field.
  5. If you know the employee's name, enter it in the Employee Name field.
  6. In the Results table, scroll to locate the individual, or click More to display additional results, and then click the row to select it.