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Searching employee records

A quick start guide to the Workforce area.
Search

The workforce area also allows users to search for employees using a variety of filters; they can then group the results based upon various employee details.

Search for employees:

  • By their employee group.
  • By their employment details, such as their job role, employment status, department and assigned responsibilities.
  • By their rates of pay.
  • By their contracted hours and working days.
  • By the status of their objectives.
  • By any requests made for holidays, personal days or sick days.
  • By whether they're available for a given time period or not.
    • Employees will be filtered out if they have any time off in the given period.
  • By their location; town/city, county and country.
  • By their assigned clients groups.
  • By their list of assigned documents.

Group employee search results:

  • By department.
  • By job role.
  • By their assigned responsibilities.
Permissions

When searching for employee records, users will see results for all of the employees in the system regardless of whether they can update them or not.

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