Click the FILE CABINET button to get into the Selection Buckets.
These buckets are arranged to quickly pick a specific record or a range of records. The purpose of the buckets is to select only the relevant records that you need to work with. For example, if your company/organization has 500 employees, it would not be practical to be working with all 500 employees every time you want to ADD/EDIT a record. It is much faster to go into the selection buckets and narrow down the group of employees you need to work with. You may only want to work with only one or two employees from one department and two shifts. Follow the procedure below to make a selection.
Each employee, by default, has a Department, Status and Shift assigned to them. They may or may not have a Supervisor depending on how you have setup the system.
To make selections from the 'Available' drop-down boxes, use the >> button to select one at a time, or use the 'SELECT ALL' button to move all 'Available' records to the 'Selected' records. To move records from 'Selected' back to 'Available', use the << button for one record or the 'Select All' for all records.
Begin by specifying the following:
Supervisor
If you are utilizing Supervisor and have set them up in the Employee's profile, Select the relevant Supervisor and move them from the 'Available' records to the 'Selected' records.
Department
Select the Departments that you want to include in the specification. In the 'Available' records, a drop-down box contains all of the Departments setup in ETP.
Status
In ETP, each employee is assigned a status, such as 'Full Time Hourly'. Select the Status codes you want to include in your specification.
Shift
The last step is choosing the shifts to be included in the specification. Move the shifts you require to the 'Selected' records.
As you make the various selections, a list of available employees, who meet the criteria specified, appears in the window on the bottom left of the screen labeled 'Employee' :
Click the appropriate radio button to determine how you want to view the employee records. Choose from Employee Code (Ascending or Descending), Employee Name (Ascending or Descending) or Hire Date (Ascending or Descending)
To select the specific employee(s) to work with, either double click the employee to move it to the 'Selected' window or highlight the employee and click the >> button. To Select all of the employees, click the SELECT ALL button.
TIP: Follow the same procedure to remove employees from the Selected records box and send them back to the Available records box.
If you have a large group of employees in the 'Available' records box, and want to find one specific employee, click on the ROLODEX button in the middle of the screen. You can enter the employee's code or name and ETP will find and highlight the employee if they are in either the 'Available' or the 'Selected' boxes.
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When you are satisfied with the specifications and selections made, click the OK button.
If you wish to exit the Employee Specification Bucket without updating it, click the EXIT button.