This report provides a listing of employees, their associated ID, type of employee, address, phones, and date of birth. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. To show only active employees in the report, click the Active Only check box.
3. Change the following fields if you want to filter by specific items other than the default settings:
● The ID From and ID Thru fields include all employee IDs. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Personnel Name From and Personnel Name Thru fields contain All to include all employees in the report. To filter the report by a specific employee name, or a range of employee names, enter the range of names in these fields.
4. Click the arrow beside the Line of Business field and select which line of business you want to use.
5. Click Preview.
6. Click the link below to learn about the report content:
Understanding the report content