On the Employees list, you can incrementally filter your search to see specific results you are looking for.
Search for an employee
Use the search and filter tools to locate an employee within your accessible records.
In the Search employees... bar at the top of the screen, type an employee's name or ID.
To narrow results further, use any combination of the following filters:
a. In the Status field, type or select a status value.
b. In the Department field, type a department name.
c. In the Email field, type an email address.
The results list updates to display employees matching your search criteria.
Column
Description
First Name
The employee's first name.
Last Name
The employee's last name.
Employee Number
The unique identifier assigned to the employee.
Email
The employee's email address.
Status
The employee's current status (e.g., All, Active, Terminated).
Hire Date
Filter Before, After, Equals, Between the employee’s hire date.
Termed Date
Filter Before, After, Equals, Between the employee’s termination date.
Department
The department the employee belongs to.
Supervisor User Id
The supervisor’s user ID.
To reset all search fields and filters, click Clear Search.
View employee details
The Employee Details screen displays personal, employment, and organization information for a selected employee.
Locate the employee in the search results.
Click Details in that employee's row.
The system opens the Employee Details screen, displaying the employee's information across three sections:
Personal Information — Legal First Name, Legal Last Name, Middle Initial, Preferred First Name, Preferred Last Name, Preferred Middle Initial.
Employment Information — Employee #, Email, Status, Hire Date.
Organization — Department Name, Department Code, Title, Location, Supervisor, Employee Group.
Job Information — Job Title, Job ID, Job Description
Custom Fields — any custom fields configured in the File Sync settings.
To save any changes, click Save. To discard changes, click Cancel.
View employee documents
The Employee Documents screen displays files associated with a selected employee.
Locate the employee in the search results.
Click Files in that employee's row.
The system opens the Employee Documents screen on the Documents tab (shown above), displaying a list of files with the following columns: Name, Doc ID, Doc Type, Modified, View, and Download.
To filter documents by type, select a value from the All Doc types dropdown.
To search for a specific document, type in the Search field.
To download multiple documents at once, select the checkbox next to each document and click Bulk Download.
To upload a new document, click Upload.
To delete a document, select the file from the list, and click Delete.
Frequently Asked Questions
How is ERM designed to allow managers to only see their direct reports’ documents?
Settings > Roles & Permissions establish access permissions. Integration with idP can automate processes to manage the members of these user-role assignments.
How can I see the user-role assignment for troubleshooting?
An administrator user can navigate to the Settings > Roles & Permissions to view or modify user-role assignment.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please contact your organization administrator. Your organization will be able to help you access your account and can help troubleshoot any issues you may have run into.