How To Search for Employee Documents
To find an employee file, you will to follow these steps:
- If you know the name of the employee whose documents you are looking for select the name from the For Employee drop down menu (see 4 on the screenshot below)
- If you know it, you can type in the national insurance number of the employee in the Employee NI Number field (see 5 on the screenshot below)
If you know the employment status of the employee who’s document you are looking for, select the employment status of the employee from the Status drop down menu (see 6 on the screenshot below). if you are not sure select “not selected”.
If you know the date range of the document you are looking for (e.g. between 1/1/2014 and 31/12/2014) then input the date range as outlined below.
- In the Search Start Date field and select the first date of the date range (see x on the screenshot below).
- In the Search End Date field and select the last date of the date range (see 8 on the screenshot below).
- Select the Main Folder for the file you are looking for by selecting it from the Document Folder drop-down menu (see 9 on the screenshot below).
- Select the Sub Folder for the file you are looking for by selecting it from the Document Subfolder drop-down menu (see 10 on the screenshot below).
Press the Current button (see 11 on the screenshot below) to execute the search.
The documents the match the search criteria will be listed at the bottom of the screen (see highlighted section 12 on the screenshot below)
To conduct a second or further document press the Clear tab (see x on the screenshot below) to clear the search details and start again
Screen Shot