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Prerequisites
  • At least one Employee record must already be created under HR > Employee > Employee List.
  • Know at least one unique identifier for the employee you’re looking for—such as Employee Code, Name, or Email—so you can perform an efficient search.

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Step 1: Open the Employee List

  1. Navigate to Employee List
    • In the CGIC App sidebar, click HR > Employee > Employee List.
    • This brings up a table of all active employees by default.
  2. Familiarize Yourself with the Toolbar
    • At the top of the list, you’ll see:
      • A Search Bar (magnifying glass icon) for quick keyword searches.
      • Filter and Sort icons for advanced querying.
      • Column Settings (gear icon) to show/hide fields.
  1. Enter a Keyword
    • Click the Search Bar and type in:
      • Employee Name (partial or full, e.g., “Ade” to find “Ademola Akin”).
      • Employee Code (e.g., “CGIC-EMP-1023”).
      • Email (e.g., “jane.doe@cgic.com”).
    • Press Enter or click the magnifying glass.
  2. Review Results
    • The list filters instantly to show matching records.
    • Columns displayed—like Employee Code, Name, Department, Status—help you confirm you found the right person at a glance.
  3. Refine with Wildcards (Optional)
    • You can use wildcard characters to broaden your search:
      • Typing “*doe” finds any last name ending in “doe.”
      • Typing “ade*” finds “Adebola,” “Ademola,” etc.

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Step 3: Apply Advanced Filters

  1. Open Filter Panel
    • Click the Filter icon (funnel) at the top of the Employee List.
  2. Add Filter Conditions
    • Click + Add Filter to choose a field and operator. Common filters include:
      • Department = e.g., “Production”
      • Branch = e.g., “Lagos Plant”
      • Designation = e.g., “Senior Engineer”
      • Status = e.g., “Active” or “On Leave”
    • Combine multiple filters to narrow down results (e.g., Department = “Finance” and Status = “Active”).
  3. Use Date Filters
    • If you want to find employees who joined within a timeframe, add:
      • Date of Joining ≥ “2025-01-01”
      • Date of Joining ≤ “2025-05-31”
    • This returns all employees whose start date falls between these two dates.
  4. Filter by Custom Fields
    • If your HR configuration includes custom fields—like Cost Center or Grade Level—you can add filters for those as well.
  5. Click “Apply”
    • The CGIC App refreshes the list based on your filter criteria.

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Step 4: Sort and Rearrange Columns

  1. Sort by Column
    • Click on any column header—such as Employee Code, Name, Department, or Date of Joining—to toggle ascending/descending order.
    • For example, clicking Date of Joining once sorts the newest hires to the top; clicking again reverses it.
  2. Show or Hide Columns
    • Click the Column Settings (gear) icon.
    • Check or uncheck fields you want to see in the list, such as Gender, Designation, Work Email, or Mobile Phone.
    • This helps you surface the key information you need for quick scanning (e.g., show “Reporting Manager” if you often manage approvals).
  3. Resize Columns
    • Hover over a column border until you see the resize cursor, then click and drag to adjust width.

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Step 5: Use the Global Search (Optional)

  1. Initiate Global Search
    • Instead of navigating through menus, click the Global Search bar at the very top of the CGIC App (usually in the header).
    • Start typing the employee’s name, code, or email—global search will suggest matching employee records instantly.
  2. Select From Suggestions
    • When you see the correct employee appear in the dropdown (e.g., “Ademola Akin (CGIC-EMP-1050)”), click it.
    • The system takes you directly to that employee’s profile, bypassing the list view.

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Step 6: Export Search Results (If Needed)

  1. Export to CSV
    • After applying your search or filters, click Menu > Export (found in the top-right of the list).
    • Choose CSV. The system will prompt you to confirm which columns to include—select the ones you need (e.g., Employee Code, Name, Department, Designation, Status).
    • Click Download to save the CSV for your records or further analysis.
  2. Export to PDF (Optional)
    • If you need a static snapshot for printing or sharing, click Menu > Export and select PDF.
    • The CGIC App generates a formatted PDF of your current list view, including headers and applied filters.