DO I NEED BOTH FIRST AND LAST NAME TO DO A SEARCH?

Name Search for an Employee/User Account

To search for an employee/user account in the system, follow these steps:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to the Employee/User List

  • From your Administrator homepage, there are two options:

  1. Navigate to the appropriate division where the employee is located. Click on "View Current Employees/Users" button or "Total Employees/Users" under Division Stats to directly access the division's employee/user list.

  2. Locate the Search menu at the top of the page and click on it. Basic search boxes will appear for First Name and Last Name. For advanced search options, click the “full search” button on the right of the basic search.

    Admin Tip: When using the First Name and Last Name fields in either the basic or advanced searches, the system will find any account matching any entries. For example: type a partial last name in the Last Name field to see a full list of accounts that have that partial entry included.

  • Search Filters: On the Full Search page, you will see a search bar labeled ‘Search Filters’ including the ‘Division Filter’ section. Searching within a certain division streamlines your administrative tasks by providing targeted results.

  • Search by Email: On the Full Search page, there is an option to search by email address instead of or as well as the employee/user name.

Step 3: Select the Account to Edit

  • Locate the account you want to modify. Click on their name to access their Employee/User Folder.

Benefits of Name Flexibility

  • Quick Search: Flexibility in name search allows you to quickly retrieve employee information.

  • Partial Matches: Even with partial name information, you can find relevant results.

  • Efficient Workflow: Easily locate employees using the search feature without strict name requirements.