Search for Employees

Before you begin - refer to the feature access and permissions information.

On the Employee Balance tab, you can search for employees using the following parameters:

• Specific employee information (such as employee name)

• Oldest Cash Advance Date

• Cash Advance Balance

Employees that match these parameters will appear in the search results, regardless of whether they have an outstanding cash advance balance. You can also include the following search parameters to narrow the search:

• The user’s group (either country or Policy group)

• Whether the employee has submitted cash advances, or an outstanding balance

To search for employees and their cash advances:

1. On the Employee Balance tab, search for an employee.

2. Click the name of the employee. The employee's active cash advances appear at the bottom of the page.

3. Use the Show Only area to change the results, if necessary.

   Option	Description
   Active Cash Advances	All cash advances that are not Cancelled or Completed
   Approved Cash Advances	All cash advances with the status of Approved
   Issued Cash Advances	Cash advances that have been Issued
   Cancelled Cash Advances	All cash advances which you have chosen not to issue NOTE: This search option is not used in Standard Edition.
   Completed Cash Advances	All cash advances which have been issued, fully utilized, or returned
   All Cash Advances	All cash advances

4. To view the details, double-click the desired cash advance name. The Cash Advance Details window appears. For more information on the details page, refer to View Cash Advance Details.