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Presentation transcript:

To see this in PennWorks...click here Task: Find a Person Task Definition: Search for and retrieve existing payroll records. In this task – Use a variety of search criteria to find an existing PennWorks record. To complete this task you will need to: Search by name or Penn ID # Refine your search by School/Center and/or ORG Select the appropriate record from a list of results Steps – From the Navigation Panel: Select Find/Add a Person Enter search criteria e.g. Name or Penn ID # Review the results Select the appropriate record from a list of results by selecting a Task e.g. Browse The Find a Person action is used as the first step for the Browse, Update, and Add a Person tasks. To see this in PennWorks...click here

Task: Find a Person (cont’d) Click Find/Add Person to perform a search and advance to the next screen Find/Add Person is the first step in all Browse, Update, and Add tasks

Task: Find a Person (cont’d) Enter search criteria Click [Find] to perform a search and advance to the next screen Assume that you enter the person’s Last Name and the first letter of their First Name You may chose to enter additional search criteria to further refine your search results

Task: Find a Person (cont’d) Enter search criteria A list of matching results will be returned – further refine your search if necessary To initiate an action for a given person, use the Task drop down to select the appropriate task