Employees Form (Browser)

In the Employees hub in the browser application, use this form and its tabs to enter, view, and edit information for each employee in your company or enterprise.

Contents

Field	Description
Employee search	Use the search field to search for and select an existing employee to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: Active: Display a list of all active employees. All: Display a list of all employees (both active and inactive). Mine: Display a list of employees whom you supervise (these employees have your name entered in the Supervisor field on the Summary pane of the Employees hub). [saved custom search filter]: Select a previously saved custom filter to display the employees returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. From the search results list, select the employee to display on the Employees form. If an employee is inactive or terminated, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status. If you have multiple companies, the home company for an employee displays below the employee's name in the search results list. If an employee is associated with multiple companies, the search results display one record for each company that the employee is associated with. The company's name displays below the employee's name in the search results. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the hub records and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Employee	Click + New Employee to add an employee to the Employees hub. Enter information for the employee in the Summary pane and in the various tabs on the Employees form. This option is available if your security role is allowed to add records.
	Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.
and	Click to the left of the record name to collapse the hub's Summary pane and expand the main part of the form. When the pane is collapsed, click to open the Summary pane.
Employee Name	When you select an existing employee to view on the Employees form, the employee's name displays at the top of the form below the search field. The name includes the preferred name (if one is entered; if none, then first name), last name, and suffix.
Last modified date, time, and user	When the hub record was last modified (date and time) and which user made the modification is listed below the hub record's name.
	When you are in list view (you have clicked in the upper right corner of the Employees form to switch from detailed view to list view), click below the Actions field to open the List View Settings dialog box. In this dialog box, you select the columns to display in list view and the order in which they display in the grid.