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Employee profile

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Location: View arrowrgray Employee profile

 

Overview:

From this menu, it is possible to track the employee profiles of the users recorded in the system, regardless of their status. The logged-in user can also view their profile through the User panel. Note that only the information which the logged user has permission to view will be displayed, according to the configurations performed in the general parameters.

 

Specific Buttons:

view

Click on this button to view the data of the employee profile selected in the list of records.

bi

Click on this button to load SE Analytics, so that the result obtained in the search can be analyzed.

report_config

Click on the arrow next to this button to configure and issue the desired employee list and employee profile reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.

3_quadrants

Click on this button to edit the layout of the main screen to three quadrants. When selecting this option, the details of the selected employee profile in the second quadrant are displayed in the third quadrant.

2_quadrants

Click on this button to edit the layout of the main screen to two quadrants.

 

Use the filters described below to locate the desired records through specific information. To use these filters, go to the Search filters panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1Department

Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters arrowrgray Filtering records through the type hierarchy section.

The Display attributes option will only be displayed if in the Employee profile arrowrgray Attribute section of the general parameters the "Display in user record" option has been checked. In this case, by checking it, the attributes associated in the general parameters will be displayed as columns in the list of records. If it is not checked, the records will not be displayed in the listing.

 
hmtoggle_arrow1Employee

Click on the Add employee button and select the department, position or the employee whose profile you want to search. After that, click on Apply.

 
hmtoggle_arrow1Employee - Advanced

User ID: Enter the employee ID # whose profile you wish to search.

Name: Enter the name of the employee whose profile you wish to search.

Position: Select the position performed by the employee whose profile you wish to search. Use the other buttons next to the field to complete it with the logged-in user data or clear it.

Leader: Select the leader of the employee whose profile you wish to search.

User status: Expand the list and check the options corresponding to the possible employee record status, whose profile you wish to search: active and inactive. Use the other buttons next to the field to check all available options and clear the checked options.

Department and position status: Expand the list and check the corresponding options to indicate if the employee, whose profile you wish to search, is fit or unfit to perform the position in the department to which they belong.

Educational level: Select the educational level of the employee whose profile you wish to search.

Educational level status: Expand the list and check the options corresponding to the possible educational level status of the employee whose profile you wish to search. Use the buttons next to the field to expand the list of options, check all available options and clear the checked options.

Birth date: Select the date range that covers the date of birth of the employee whose profile you wish to search.

Hire date: Select the date range that covers the hire date of the employee whose profile you wish to search.

Termination date: Select the date range that covers the termination date of the employee whose profile you wish to search.

Comments: Enter the comments regarding the employee whose profile you wish to search.

Display only employees: Expand the list and check the options with no history, no initial evaluation and/or no development plan, so that only those employees who do not have these items are displayed in the search result. Use the other buttons next to the field to complete it with the logged-in user data and clear it.

 
hmtoggle_arrow1Employee attributes

Click on the Add attribute button and select the attribute associated with the employee profile that you wish to search, the operator and a value for it. To add more than one attribute to this filter, use the Add attribute option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

 
hmtoggle_arrow1Favorites

Check the Only favorite employees option so that only the employees classified as favorites are displayed in the search result. For more information, refer to the View favorite records" section.

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right-side of the view screen.