Users can create complex filters and queries based on any fields within or related to the record being searched, then these views can be used to feed charts, update management, and display information tailored to suit the requirements of the data end-user, taking the data from a tailor made Advanced Find format to a simple, effective, and familiar method of delivery.
Advanced Find in HR for Dynamics
Objective
The results generated by the Advanced Find function display specific and detailed information for any information contained within the HR for Dynamics system which can then be easily shared across the organization to facilitate business critical decisions.
Click Through
- Start in HR HUB
- Click on the gear wheel icon in the upper right corner and select Advanced Settings
- A new window opens
- In the new window, select the 'Advanced Find' icon (Funnel icon) in the top bar
- A new window opens
- Here you can define filters for every data query you need using the drop-down menus
- Choose Filters as required, then click on the red exclamation mark to show results
Hint
- Using the Advanced Find, you can for example check which of your employees' passports will expire soon, or define eligibility criteria for employee Benefits.
Result
In the example shown below, the Advanced Find filters are defined in a way that will display all male employees who started in the company on or after January 1st 2020.
