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Published byCecilia Richards Modified over 5 years ago
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This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes. The information is not version controlled and as such is subject to change without notice. Vault does not accept any responsibility or obligation to inform users of this presentation of such changes. This includes any copies of this presentation taken and modified outside of the Vault domain. [DISCLAIMER]
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[Find Worker] Worker Register
Finding existing Workers within Vault is made easy, thanks to Smart Search and My Filters functionality Workers are stored within the Worker Register This can be found under People in the Menu Bar ‘Worker Register’
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[Find Worker] Browsing the Register
The Worker Register shows key, summary information about each recorded Worker We can browse the register by scrolling through the table and using the page controls at the bottom of the screen The number of entries shown on one screen can be altered to suit your preference by making adjustments in the Filters Sidebar
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[Find Worker] Sorting the Register
To sort the order of the register to suit your requirements, click the column headers For example, to sort by Position, simply click the Position column header Click it again to toggle between ascending or descending alphabetical order
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[Find Worker] Smart Search
Smart Search makes light work of finding a particular individual or group of Workers that match certain criteria To find a particular Worker using his or her name, simply begin typing the Worker’s name into the Smart Search box With each keystroke, Vault intelligently narrows down the results to only those entries that match We can do the same thing with any information, for example Employee No.
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[Find Worker] Additional Smart Search Controls
Additional Smart Search controls are available to filter results to only those matching specific criteria For example, to find only Workers supervised by a particular person, click the arrow to reveal available parameters Select Supervisor to restrict search results to only that field, and enter the name Only workers with this supervisor are now shown
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[Find Worker] Additional Smart Search Controls cont.
For even finer control, we can use more than one parameter For example, to find people supervised by a particular person and who also work in a particular department, select Supervisor and enter the Supervisor’s name, then click Department, and type the department name Now, only people that match both parameters are found
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[Find Worker] Find Archived Workers
Additional controls are available in the Filters Sidebar To find Archived Workers, tick the Show Archived People check-box, then perform a search to find a specific archived person, or simply click Apply to show all Archived Workers
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[Find Worker] My Filters
To save time frequently performing the same search, Vault provides the ability to save search criteria using My Filters Simply select the criteria for the filter, choose a meaningful name, and click Save Now, performing this search is just a single click away.
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[Find Worker] Hiding the Filters Sidebar
To hide the Filters Sidebar, click the back-facing arrow toward the top of the screen Click it again to restore it
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[Find Worker] Viewing Worker Record
Once the right Worker is found, to view their full record details, click Actions, then View, or click on the Worker’s Employee ID
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