Friday Feature - Leave Transaction Employee Lookup

In November of last year, the Friday Feature focused on the employee lookup that is used through the HR/Payroll module. What I didn’t mention was that in the Leave Transaction activity, the employee lookup has some extra special feature for speedy key data entry. The lookup is unique in that it allows you to lookup an employee by name, SSN, employee Id or person Id all from a single field. This is how it works.

You can search by last name by entering two or more characters (bai). You will get a list of all employees whose last name starts with those letters.

You can search by the last four of their SSN by entering 4 numbers (5678). You will get a list of employees with those numbers as the last four of their SSN.

You can search by emp Id by entering 5 or 6 numbers (minus leading zeros). You will get a lookup with that employee, OR you can press Enter to automatically fill the employee’s information and move to the next field.

Finally, you can search by person Id. Enter the Id to get a lookup or press Enter to automatically fill the employee’s information and move to the next field.

These handy tricks make entering leave transactions much easier. No matter how your site locations send the information to you, there is a way to enter it quickly.