Employee Searches and Multiple Companies

When an employee is associated with more than one company, Deltek creates an employee record that corresponds to each associated company. This has an impact on how searches work.

Quick Find

You can perform a Quick Find in the Employee Name or Number field in the Employees hub. Enter part of the name in the Search field and press ENTER. All matching results for the employee and associated companies display in the results list and you can select a record from the list.

Advanced Search

To further limit search results, you can use the Advanced Search option in the Employee lookup. This allows you to enter additional criteria that restricts the employee and/or company data that is retrieved by the search. This is useful when you want to:

• Search for an employee record in the Employees hub.
• Specify the employee and company records to include when generating a report.

Use the following criteria to filter the employee results in the Advanced Search:

• View employees in active company: There may be instances where it is useful to view only those employees that are associated with the active company. Assume, for example, that you want the Timesheet Audit Detail report to display data for the active company and the employees that are associated with it. To do this, create a selection set of only those employees where the Search Field is Company and the Operator is Active Company. When you run the report, the employees for the active company display in the search results. You can select employees from this list.
• View employee's home company: When searching for employee records or data for an employee report, you can choose to view the employee's information for their home company only. To do this, create a selection set where the Search Field is Company and the Operator is Home Company.
• View employee information for multiple companies: For example, if an employee's home company is in the United States but the employee also has an associated company in Canada, the employee has two records, with separate currencies, accrual schedules, and other information. Use a Standard or Advanced Search to find the employee, and then select the records for the companies that you want to view.

  For a report, it is important to not only select multiple employee records, but to also sort the report by Company. Assume, for example, that you want to generate an Employee Accrual report that displays each company's information for the employee. First use selection criteria to select the employee company records that you want to view. Then use the Sorting/Grouping tab (accessed from the Options column) to specify Company as the top-level sort, so that the information will be organized by company.