To being you search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button.
Searching by Feedback Fields
Searching by Feedback Fields
Search Type: Select “Feedback Fields” from the dropdown list
Select the desired Feedback Field from the drop-down list that appears.
Complete the fields associated with the selected Feedback Field. The available options will depend on the data type of the selected Feedback Field
Optional: Enter a date to search for feedback logged On or After or On or Before a specific date. If you enter a date for both, you can search for feedback logged within a date range.
You can either search by entering exact dates or by using dynamic dates
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Hours Logged
Searching by Hours Logged
Search Type: Select “Hours Logged” from the dropdown list
Select: Hours logged “Is greater than or equal to” or “Is less than or equal to”
Enter the desired number of hours into the associated field
Optional: Enter a date to search for hours logged On or After or On or Before a specific date. If you enter a date for both, you can search for hours logged within a date range.
You can either search by entering exact dates or by using dynamic dates
Optional (For Enterprise Only): Filter for a specific Activity Report Group. If this is left at “Do not filter”, all Activities within all Activity Report Groups will be considered.
Optional: Filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
Optional: Filter for a specific Activity within the Activity Category selected above. If this is left at “Do not filter”, all Activities within the selected Activity Category will be considered.
Select whether to search only “Active” activities (default), “Inactive” activities or “Don’t Filter”
Optional: Select an option to include only “Approved Hours” or “Unapproved Hours”
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Note: If this search is conducted in an account associated with an Enterprise, that utilizes Activity Report Groups, an additional dropdown will be available to filter further if necessary. If available, we typically do not recommend that this filter be used in combination with the Category filter in the same search criteria.
Searching by Number of Hours Entries Logged
Searching by Number of Hours Entries Logged
Search Type: Select “Number of Hours Entries” from the dropdown list
Select: Number of hours entries “Is greater than or equal to” or “Is less than or equal to”
Enter the desired number of hours log entries into the associated field
Optional: Enter a date to search for hours log entries On or After or On or Before a specific date. If you enter a date for both, you can search for hours log entries within a date range.
You can either search by entering exact dates or by using dynamic dates
Optional (For Enterprise Only): Filter for a specific Activity Report Group. If this is left at “Do not filter”, all Activities within all Activity Report Groups will be considered.
Optional: Filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
Optional: Filter for a specific Activity within the Activity Category selected above. If this is left at “Do not filter”, all Activities within the selected Activity Category will be considered.
Select whether to search only “Active” activities (default), “Inactive” activities or “Don’t Filter”
Optional: Select an option to include only “Approved Hours” or “Unapproved Hours”
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Note: If this search is conducted in an account associated with an Enterprise, that utilizes Activity Report Groups, an additional dropdown will be available to filter further if necessary. If available, we typically do not recommend that this filter be used in combination with the Category filter in the same search criteria.
Searching by Time Clock Status
Searching by Time Clock Status
Search Type: Select “Time Clock Status” from the dropdown list
Choose the desired status – either “is on the clock” or “is not on the clock”
If “on the clock” is selected, you can apply additional filters
Optional: Filter for a specific Activity Category. If this is left as “Do not filter”, all Activities within all Activity Categories will be considered.
Optional: Filter for a specific Activity within the Activity Category selected above. If this is left as “Do not filter”, all Activities within the selected Activity Category will be considered.
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search