Employee Case Listing
The third option under the LeaveXpert menu item is Employees. Clicking on this option will take you to the Employees grid. By default, this grid will display all Active employees entered in to the LeaveXpert system. From this grid, you can choose to add a new employee record or edit the employee record.
Global Search
A global system search box is available on the right-hand side of the Optis navigation bar. This search box can be used to quickly search for employees and cases within the system. Numbers entered will be used to search for corresponding employee and case id’s. Letters entered will be used to search for corresponding employee and Leave Specialist names.
Results are displayed in two sections: Cases and Employees. Any search matches will be displayed in these two areas. You can further filter the search results using the sort and filter functionality on the grid. From these search results you can choose to edit any discovered case or employee.
Employee Link in Case Header
Within the header of each case is the name of the employee and their associated employee id. Clicking on the employee name will direct you to the employee record. To return to the case, you can click on the Edit button next to the case in the employee case listing at the bottom of the Employee Details screen.