---
title: "For HR staff: Employees"
slug: "erm-employee-list"
updated: 2026-08-17T23:50:13Z
published: 2026-08-17T23:50:13Z
canonical: "docs.visualvault.com/erm-employee-list"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visualvault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# For HR staff: Employees

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.

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-07-16 ERM_Employee-list.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A46%3A24Z&se=2026-10-13T14%3A46%3A24Z&sr=c&sp=r&sig=vqdNFSgulOkz7Oykw7I0PHvhAkVZaKUF5l1K2x%2Fx5pA%3D)

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 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. |
4. 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.

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-07-16 ERM_Employee-details.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A46%3A24Z&se=2026-10-13T14%3A46%3A24Z&sr=c&sp=r&sig=vqdNFSgulOkz7Oykw7I0PHvhAkVZaKUF5l1K2x%2Fx5pA%3D)

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.
  - **Job Information** — Job Title, Job ID, Job Description
  - **Custom Fields** — any custom fields configured in the File Sync settings.
4. 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.

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-07-16 ERM_Employee-documents.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A46%3A24Z&se=2026-10-13T14%3A46%3A24Z&sr=c&sp=r&sig=vqdNFSgulOkz7Oykw7I0PHvhAkVZaKUF5l1K2x%2Fx5pA%3D)

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 (shown above), 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**.
8. 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.