{"id":4400,"date":"2024-03-14T21:57:54","date_gmt":"2024-03-14T21:57:54","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4400"},"modified":"2026-06-30T12:35:35","modified_gmt":"2026-06-30T12:35:35","password":"","slug":"certificates","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/certificates\/","title":{"rendered":"\u00a0Staff\u00a0List"},"content":{"rendered":"

The Staff List section serves as a centralized lookup dashboard within the Personnel Affairs module. It allows human resource administrators to search, filter, and audit the complete workforce directory using personal, organizational, and date-bound systemic properties. <\/p>\n\n\n\n

To access this section, follow these steps: <\/p>\n\n\n\n

    \n
  1. From the Human Resources page. <\/li>\n<\/ol>\n\n\n\n
      \n
    1. From the top navigation bar, click HUMAN RESOURCES OPERATIONS. <\/li>\n<\/ol>\n\n\n\n
        \n
      1. Locate the EMPLOYEES DATA column. <\/li>\n<\/ol>\n\n\n\n
          \n
        1. Click Employee Operations. <\/li>\n<\/ol>\n\n\n\n
            \n
          1. Select the Staff List tab from the top sub-navigation menu bar. <\/li>\n<\/ol>\n\n\n\n
            Configuration Workflow <\/h5>\n\n\n\n

            Filtering Notifications<\/em> <\/h4>\n\n\n\n

            Administrators can isolate specific workforce records using the dual-layered filter panel located above the data grid: <\/p>\n\n\n\n

            1. Employee Basic Data Filters <\/h5>\n\n\n\n
              \n
            1. Employee Name: Search records by typing the full name string of the employee. <\/li>\n<\/ol>\n\n\n\n
                \n
              1. Job Number: Isolate listings by inputting the specific internal corporate employee ID. <\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Identification Number: Filter records using official governmental ID or national residency numbers. <\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Branch: Filter by the assigned corporate facility or regional location dropdown. <\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Section: Filter by the active lower-level operational department assignment. <\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Main Section: Narrow parameters down using the primary high-level organizational division dropdown. <\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. Specialization: Filter by the employee’s professional core field or trade category. <\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. Specialization Details: Refine lookup down to the granular professional sub-specialty tags. <\/li>\n<\/ol>\n\n\n\n
                              \n
                            1. Path: Filter records based on corporate career track path routing assignments. <\/li>\n<\/ol>\n\n\n\n
                                \n
                              1. Sectors: Refine data rows by broader corporate business sectors. <\/li>\n<\/ol>\n\n\n\n
                                  \n
                                1. Employee Status: Isolate active, suspended, or terminated profiles via the dropdown selector. <\/li>\n<\/ol>\n\n\n\n
                                  2. Filter by Date <\/h5>\n\n\n\n
                                    \n
                                  1. Employment Date From \/ To: Set a custom calendar range to lookup personnel based on their official contract hiring dates. <\/li>\n<\/ol>\n\n\n\n
                                      \n
                                    1. Employee Start Date From \/ To: Define a chronological range based on actual onboarding or direct duty start dates. <\/li>\n<\/ol>\n\n\n\n
                                        \n
                                      1. Click the Save button to execute the filters and refresh the view. <\/li>\n<\/ol>\n\n\n\n
                                        Data Table View<\/em> <\/h5>\n\n\n\n

                                        Matching personnel entries populate the master ledger automatically. Administrators can track and verify the following property columns: <\/p>\n\n\n\n

                                          \n
                                        1. Employee Name: Displays the full name of the registered worker. <\/li>\n<\/ol>\n\n\n\n
                                            \n
                                          1. Branch: Identifies the regional facility location. <\/li>\n<\/ol>\n\n\n\n
                                              \n
                                            1. Section: Shows the specific department assignment. <\/li>\n<\/ol>\n\n\n\n
                                                \n
                                              1. Sectors: Displays the overarching institutional business sector. <\/li>\n<\/ol>\n\n\n\n
                                                  \n
                                                1. Path: Identifies the structural operational path routing. <\/li>\n<\/ol>\n\n\n\n
                                                    \n
                                                  1. Specialization: Indicates the primary professional trade category. <\/li>\n<\/ol>\n\n\n\n
                                                      \n
                                                    1. Specialization Details: Shows the exact sub-specialty assignment. <\/li>\n<\/ol>\n\n\n\n
                                                        \n
                                                      1. Main Section: Displays the master high-level corporate division. <\/li>\n<\/ol>\n\n\n\n
                                                          \n
                                                        1. Job Category: Identifies the job type alignment inside the database structure. <\/li>\n<\/ol>\n\n\n\n
                                                            \n
                                                          1. Employment Date: Shows the verified date of recruitment. <\/li>\n<\/ol>\n\n\n\n
                                                              \n
                                                            1. Employee Start Date: Logs the documented actual date of starting duties. <\/li>\n<\/ol>\n\n\n\n
                                                                \n
                                                              1. Attendance And Departure: Provides direct operational lookup paths to access time-attendance tracking logs. <\/li>\n<\/ol>\n\n\n\n
                                                                  \n
                                                                1. Financial Statements: Links directly to the employee’s payroll, bank routes, and allocation ledger. <\/li>\n<\/ol>\n\n\n\n
                                                                  Grid Operations and Data Export<\/em> <\/h5>\n\n\n\n

                                                                  The control toolkit located at the top right of the data panel allows you to process information dynamically: <\/p>\n\n\n\n

                                                                    \n
                                                                  • Search: Type keywords directly into the central search bar to isolate targeted records instantly. <\/li>\n<\/ul>\n\n\n\n
                                                                      \n
                                                                    • Export to Excel: Click the Excel icon to download the visible workforce directory into an .xlsx workbook. <\/li>\n<\/ul>\n\n\n\n
                                                                        \n
                                                                      • Export to PDF: Click the PDF icon to output a printable document report file containing the filtered registry layout. <\/li>\n<\/ul>\n\n\n\n
                                                                          \n
                                                                        • Show\/Hide Columns: Click the Database\/Eye icon to change column visibility rules on the fly. <\/li>\n<\/ul>\n\n\n\n

                                                                          Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings. <\/p>","protected":false},"excerpt":{"rendered":"

                                                                          The Staff List section serves as a centralized lookup dashboard within the Personnel Affairs module. It allows human resource administrators to search, filter, and audit the complete workforce directory using personal, organizational, and date-bound systemic properties.  To access this section, follow these steps:  Configuration Workflow  Filtering Notifications  Administrators can isolate specific workforce records using the 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