pROBATION & tRIAL pERIODS

Searching

The Basics

By default, the report gives basic fields you would use in most searches:

• College/MAU
• Organizational Unit
• Personnel Number
• Personnel Subarea
• Employee Group
• Employee Subgroup
• Status

The more detailed you are with your search criteria, the narrower your set of results and the more quickly the results will be returned. Select the “Go” button when ready for results.

Adapt Filters

Additional search criteria are available. Use the “Adapt Filters” option to add more filter fields for the employees’ assignment (Employee Job, Processing Indicator). From the screen where you select additional filters, you can also save those filters as a view for use later.

To save one of your created views and set as the default:

1. Create your desired view.
2. Select the menu in the upper left that displays “Standard ˅” and choose "Save As" or the "Manage" button.
3. In the next box that opens, mark additional views as favorites by selecting the star icon, turning it from empty to filled. This will determine if it displays in your dropdown options. 
4. OPTIONALLY - You may also set one of these to be the "Default" view when you open the application.
   1. The "Apply Automatically" checkbox on the Default view will allow you to bypass the "Go" button to run the view, if you don't need to change any filter settings. 
5. Then select, "Ok"

Using the Results

Viewing and Exporting

The results table by default will show 7 out of 27 columns. You can edit the view using the menu options to the upper right:

• "Show More per Row" will wrap the columns so you can see all the additional information to the right of the default 7 columns. 
• "Show Less per Row" will reset the results to the default 7 columns displaying.
• "Settings" allows you to edit which columns show, Sort and Group the results.
• To download the list of results directly to MS Excel, use the “Export to Spreadsheet” button at the right end of the header for the results table (or choose the dropdown arrow and “Export”). It will save the file to the location you have specified as the default for downloading files in your browser settings. The export feature only downloads those columns that are displayed on screen.

If you choose the dropdown option and select “Export As…” two additional selections are available:

• Split cells with multiple values – to save room on screen many items like Organizational Unit, Job, Position, and Action type have BOTH their name/description and code in the same column. Checking this box will download the name/description and code into separate columns to make sorting and filtering easier in Excel
• Include filter settings – Selecting this option will include a tab in the Excel download that lists the filter criteria used to arrive at the list of result.