For HR professionals: Employee list

How do I search for an employee?

Use the search and filter tools to locate an employee within your accessible records.

1. In the Search employees... bar at the top of the screen, type an employee's name or ID.

2. 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.

3. 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 #	The unique identifier assigned to the employee.
   Email	The employee's email address.
   Status	The employee's current status (e.g., Active).
   Department	The department the employee belongs to.
   Details	Opens the Employee Details screen for the selected employee.
   Files	Opens the Employee Documents screen for the selected employee.

4. To reset all search fields and filters, click Clear Search.

How do I view employee details?

The Employee Details screen displays personal, employment, and organization information for a selected employee.

1. Locate the employee in the search results.

2. Click Details in that employee's row.

3. 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.

4. To save any changes, click Save. To discard changes, click Cancel.

How do I view employee documents?

The Employee Documents screen displays files associated with a selected employee.

1. Locate the employee in the search results.

2. Click Files in that employee's row.

3. The system opens the Employee Documents screen on the Documents tab, displaying a list of files with the following columns: Name, Doc ID, Doc Type, Modified, View, and Download.

4. To filter documents by type, select a value from the All Doc types dropdown.

5. To search for a specific document, type in the Search field.

6. To download multiple documents at once, select the checkbox next to each document and click Bulk Download.

7. To upload a new document, click Upload.

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.