Specify Credential Details for an Employee Search

When you search for employees based on credentials, you can use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to apply dates to the search.

To specify credential details for a search:

1. Select Custom from the Search field in the Employees hub.
2. Check if the Credentials field is displayed. If it is displayed proceed to step 4; otherwise, click + Add Field.
3. Select Credentials in the + Add Field drop-down. The Credentials field is added to the Custom Search dialog box.
4. Select credentials in the Credentials field.
5. Click Set details on the upper right side of the Credentials field to define the search criteria to be used for the selected credentials. The Set Credential Details dialog box displays.
6. If you did not select credentials before displaying the dialog box, click + Add Credential and select a credential in the Credential field.
7. To specify states or provinces in which the first credential must be valid, select those states or provinces in the State/Province field. You must select the states or provinces one at a time, but you can select as many as you want for each credential.
8. You can click + Add Credential to add more credentials and corresponding areas to be used for the search.
9. If you want to narrow down the search based on when the employee credentials was earned, select a date range in Earned. To select a specific earned date range, click Specific Dates above this field and select start and end dates.
10. If you want the search to return only resources with credentials that will not expire before a certain date (the expected end date of the project, for example), select a date range in Expires . To select a specific expiration date range, click Specific Dates above this field and select start and end dates.
11. To add the credential settings to the search criteria, click Set.