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How to Find and Review an Employee Record

Search for an employee and review profile information, history, documents, and data elements.

The Employees page allows you to locate an employee record by using status, department, hire-date, and search filters. You can also sort the results, control how many records appear on each page, move between pages, open an employee record, and export the table data to a CSV file.

Open the Employees Page

Select Employees from the RecordVault navigation pane. The employee landing page displays the available employee records in a table.

Filter Employee Records

Use one or more filters to narrow the employee list:

  • Status: Filter by the available status options, including Last Known, Active, Terminated, On Leave, Leave of Absence, or All.
  • Department: Filter by a department available in the system.
  • Hire date: Filter by Anytime, Last Year, or Last Five Years.
  • Search: Enter an employee name or the last four digits of a Social Security number in the search box.

Sort the Employee Table

Select a column header or its arrow to change the sort order. The down arrow sorts text from Z to A, and the up arrow sorts text from A to Z. Sorting is available for the Employee, Position, Department, Status, and Hire Date columns.

Open an Employee Record

  1. Use the filters, search box, or sorting controls to locate the employee.
  2. Select the employee from the table.
  3. Review the information available in the employee record.

Change the Number of Records Displayed

Use the records-per-page control to display 10, 20, 50, or 100 records on each page.

Navigate Between Pages

Use the controls at the bottom right of the table to move through the employee results:

  • First: Go to the first page.
  • Previous: Go to the previous page.
  • Next: Go to the next page.
  • Last: Go to the last page.

Export Employee Table Data

Select Export CSV to export all table data to a CSV file.

Helpful Tips

  • Combine filters with the search box to narrow a large employee list.
  • Review the active filters before concluding that an employee record is unavailable.
  • Use the records-per-page control or page navigation controls to review additional results.

Need Additional Help?

If you cannot locate or open an employee record, provide Support with the signed-in username, selected tenant, employee search criteria, filters used, affected screen, steps attempted, and a screenshot with sensitive information removed.