There are a number of ways to search for an employee or relocation to quickly find a record or to ensure that you are not duplicating records before creating them.
Using the Global Search
Using the Select Relocation/Employee Screen
Using the Mobility Manager Widget in a Landing Experience Dashboard
Using the Global Search
The Global Search feature is available in the upper left-hand corner of any screen and allows users to quickly access a particular page or record.
To use the feature, first check that the desired search option is selected which is displayed in the search box. Select "Mobility" or "Employees" from the dropdown list on the left of the search box when the arrow is clicked.
Note that if "Mobility" is not displayed in the list, it may appear as a different name such as "Moves" or "Relocations".
Click here for details about the Global Search feature including what is displayed.
Employee Searches
When Employee is selected as the desired search option, the search on Employees supports a search by:
Employee Name
Employee To/From IDs
Only employees from companies which the user has access to are listed in the results.
Mobility Searches
When "Mobility" is selected as the desired search option, the search on Mobility supports a search by:
the employee name,
from and to country (ISO 3 Characters)
from and to city, state / province
mobility type
relocation policy and
relocation system number
Only active relocations and relocations which the user has access to are listed in the results.
Using the Select Relocation/Employee screen
The Select Relocation/Employee screen is accessed by navigating to the Mobility Management menu option from the left-side navigation menu. Enter the employee and/or relocation information, such as employee name, employee system number, mobility system number, and mobility type (standardized), and click on
.
The Search Criteria feature searches active relocations by default but this can be overridden by ticking the Include Inactive Mobility checkbox.
Any variety of information can be entered into the fields. If a partial name is entered into the Search criteria, any records that begin with those characters will appear in the search results.
If you don’t know the spelling or full details of the record you’re searching for, you may use the wildcard functionality.
Enter the percent sign (%) before the information you do know (e.g., %an); this will result in pulling all records that have those characters anywhere in the specified field, rather than at just the beginning of the field.
If you enter “%an” in the ‘First Name’ field, your search results will include both Dan and Andrew, rather than just Andrew.
The
button allows you to narrow down the search criteria by segments, countries, relocation status, phase, type, and various other identifiers.
The Search Results will appear with all the system records that meet the search criteria and is based on user's security.
Click on the employee name link to access the employee record or the relocation details link to access the relocation record.
Using the Mobility Manager Widget in a Landing Experience Dashboard
Viewing and editing existing Mobility or Case Records can be done through the Mobility Manager widget in a Landing Experience Dashboard. The Mobility Manager widget is a pre-built widget that can be added into any landing experience dashboards. To learn more about the widget, click here.
Select the "View / Edit and Existing Record" from the Mobility Manager widget in the Landing Experience Dashboard.
Search for the existing mobility or case record by typing the following options in the Search box:
First Name
Last Name
Relocation ID
Click on
after inputting a value in the search box, and click on the desired mobility record.
To learn more about viewing and editing mobility records from the Mobility Manager widget, click here.
