Employee Searches and Multiple Companies

When an employee is associated with more than one company, you create an employee record that corresponds to each associated company. This has an impact on how employee searches work.

Standard Search

If an employee is associated with multiple companies, when you do a standard search in the Employees hub for the employee, the search results list displays a separate employee record for each company that the employee is associated with. Each of these multiple records in the list displays the company that is associated with the employee record below the employee's name.

Custom Search

You can use the Custom Search option in the employee search field in the Employees hub to view a list of all companies that are associated with an employee. The custom search allows you to enter additional criteria that restricts the employee and/or company that is retrieved by the search. This is useful when you want to:

• Search for an employee record in the Employees hub.
• Specify the employee and company records to include when generating a report.

Use the following criteria to filter the employee results in the Custom Search dialog box:

• View employees in active company: There may be instances where it is useful to view only those employees that are associated with the active company. Assume, for example, that you want the Timesheet Audit Detail report to display data for the active company and the employees that are associated with it. To do this, create a selection set of only those employees where the Home Company field is set to = with a selected company and set the Status field to = Active. When you run the report, the employees for the active company display in the search results. You can select employees from this list.
• View employee's home company: When searching for employee records or data for an employee report, you can choose to view the employee's information for their home company only. To do this, create a selection set where the Home Company field is set to = and select an available home company from the Home Company field.
• View employee information for multiple companies: For example, if an employee's home company is in the United States but the employee also has an associated company in Canada, the employee has two records, with separate currencies, accrual schedules, and other information. Use a the search field to find the employee, and then select the records for the companies that you want to view.

  For a report, it is important to not only select multiple employee records, but to also sort the report by Company. Assume, for example, that you want to generate an Employee Accrual report that displays each company's information for the employee. First use selection criteria to select the employee company records that you want to view. Then use the Sorting/Grouping tab (accessed from the Options column) to specify Company as the top-level sort, so that the information will be organized by company.