How do I View a List of All Employees?

TRAIN TRACK® allows you to view employees as a list using the Employee List screen. This screen allows you to scroll through the list of all employees and easily locate the record you wish to view or edit. The Employee List screen displays:

• Last Name
• First Name
• ID Number
• Job Title
• Department
• Location
• Shift
• Employee Type
  
• Supervisor
• Email
• Phone
• Start Date
• Other
• Status

You may re-arrange or re-size the columns, and sort by multiple columns. You may not edit data on this screen, to prevent accidentally changing data while searching for a record.

The left side of the screen contains the Navigation Pane. The center of the screen shows the employee list. At the bottom is a drop-down menu to allow you to filter the records by status.

To open a record in detail view, double-click the Employee Name from the employee list.

View Employees as a List

To view employees as a list, follow these steps

1. Open any screen.
2. From the navigation pane on the left, click Employee List.
3. The Employee List screen will open.

The default view will display only active employees.

Filter by Status

To view inactive employees, or all employees, follow these steps

1. Open the Employee List screen.
2. At the bottom of the screen, select the Status you wish to display, or select All to display all records.
   
   

   

   
   

Search

To search by any field, follow these steps

1. Right-click on the field you wish to search.
2. A pop-up menu will open.
3. Select Find from the pop-up menu.
4. The Find and Replace box will open.
5. In Find What, type the text you wish to find. If you have only entered part of the text you wish to find, you also need to select "any part of field" next to match.
6. Click Find Next.

Refresh

To update your screen to reflect recent record changes on another screen, click Refresh from the ribbon.

Arrange Columns and Sort

The Training List screen allows you to re-arrange and re-size the columns, and sort by multiple columns.

To re-arrange columns, follow these steps

1. Select the column you want to move by clicking on the column heading.
   

   

   
   
   

   

   
   
   
2. Click and drag the column to where you want it.
   
   

   

   
   
   

   

   
   
   

   

To re-size the columns, follow these steps:

1. Position the mouse on the border of the column header. The mouse pointer will change into a horizontal double arrow crossed by a vertical line.
   
   

   

   
   
   
2. Click and drag the column to the size you want.

To sort on any column, follow these steps:

1. Right-click on the column you wish to sort by.
2. A pop-up menu will open.
3. Select A-Z or Z-A.

To sort by multiple columns, follow these steps:

1. To select columns in a range, click and hold your mouse on one of them, then drag to the left or to the right to cover the other desired column or columns. When all desired columns are highlighted, release the mouse
   
   

   

   
   
   
2. From the Menu Bar, select A-Z or Z-A.

Add, Edit, Delete or Restore an Employee

To add, edit, or delete an employee record, go to the Employee Detail screen. To restore a deleted employee record, see Restore Deleted Records.