Search Criteria Screen

Search Statement

The text field displays the search statement that will run when the Run Search button is clicked. You can edit this field by clicking the mouse where you would like to insert or delete text and typing additional search criteria and/or pressing your delete key (on your keyboard) to remove criteria.

NOTE: Query Builder is an add-on program in StaffSuite that lets you use easy-to-understand English statements to build search statements using fields from the StaffSuite edit lists. Click on Query Builder on the Home Ribbon (Quick Access group) or click the Query Builder icon in the Quick Access Toolbar to launch Query Builder which has a complete online help to guide you in using it. Once you have built a query, you can copy and paste it into this field to run your custom search.

The Show SQL button displays a small window displaying the SQL translation of the search criteria entered in the Search Statement text box.

The Manage button adds or removes the Saved Searches area of the window. If the Saved Searches area is displayed, the Manage button causes it to disappear. If the Saved Searches area is not displayed, the Manage button causes it to display.

Radius Search

The Radius Search allows you to find records (Employee, Company, Company Rep, Assignment and Position) that reside within a certain distance of a zip code. You may enter a radius search on its own or combine it with other search criteria. For example, you could either search on all employees within 50 miles of the 30062 zip code...or you could search on all employees with an occupation of Accountant that also live within 50 miles of the 30062 zip code.

NOTE: The Radius Search section is disabled for Order and Vendor searches.

In the Zip Code field, enter the 5 digit zip code that will act as the central location of your radius search.

In the Proximity in Miles field, enter the number of miles (from 1 to 999) you want to search from the zip code. For example, if you enter 50, the radius search will search in a 50 mile radius around the zip code you enter.

You may also leave the Radius Search area blank if you do not want to run a radius search.

If you include the Radius search with other search criteria (search statement, keyword search, etc.), the system performs an AND operation. In other words, if your search statement is set to look for employees with an Occupation of Account and your radius search is set to look 50 miles around zip code 30062, then the Employees returned from the search will be those who have an Occupation of Accountant AND live within 50 miles of zip code 30062.

Radius searches for Employee are based on the Employee's Home Address Zip Code.

Radius searches for Company are based on the Company Zip Code.

Radius searches for Company Rep are based on the Company Rep Zip Code.

Radius searches for Assignment/Position are based on the Company Using Zip Code.

Pre-Hire

This option is only available if you are running a Find Matching Employee or Find Exact Matching Employee from Assignment.

Select the Include Pre-Hire option to include pre-hire requirements in your search statement. You can click on the Forms and Procedures button to see the pre-hire requirements for this assignment.

If the Include Pre-Hire box is checked, pre-hire requirements will be included in the search. If the box is not checked, pre-hire requirements will not be included. Clicking on the box toggles it between checked and unchecked.

NOTE: Even if you select to include Pre-Hire requirements, the search statement does not change. Instead, pre-hire requirements are simply added to the search statement that displays when the search is run.

Associated Documents

Allows you to add additional criteria to the search listed in the Search Statement text box. NOTE: You must have search criteria entered in the Search Statement text box in order to use the Associated Documents search. If you simply want to search documents, use the Lookup Documents functionality.

In the Keyword(s) field, enter the words that you want to search for in your documents. You do NOT need to separate the words by commas. In other words, if you want to search for all documents with the word "Accountant" and "Tax", simply type "Accountant Tax". The words entered here are used in conjunction with the Search Type you select to find specific documents. This field is optional, so it can be left blank if you are not interested in searching your documents for keywords.

In the Search Type field, use to select the type of search desired. Options are:

2. All of these words: Will search for documents containing ALL of the keywords entered in the Keywords field. Thus, if you typed "Accountant Tax" in the Keywords field, the system would only find those documents containing BOTH the words "Accountant" AND "Tax". If a document does not have BOTH words, it will not be listed in the grid.

3. Any of these words: Will search for documents containing at least one of the keywords entered in the Keywords field. Thus, if you typed "Accountant Tax" in the Keywords field, the system will find any documents containing EITHER the word "Accountant" OR the word "Tax".

4. Exact Phrase: Will search for documents containing the keywords listed in the exact order they are listed. Thus, if you typed "Accountant Tax" in the Keywords field, the system will find any documents with the phrase "accountant tax" in it.

5. Without these words: Will search for documents that do NOT contain the keywords entered in the Keywords field. Thus, if you typed "Accountant Tax" in the Keywords field, the system will find any documents that contain NEITHER the word "Accountant" NOR the word "tax".

6. Words near each other: Will search for documents that contain ALL of the keywords entered in the Keywords field with the additional stipulation that the words must appear near each other. Thus, if you typed "Accountant Tax" in the Keywords field, the system will find only those documents containing both the words "accountant" and "tax" AND the words must be near each other. If both words are presented, but they are separated by several lines in the document, they will not be listed in the grid.

7. Advanced Expression: If you are familiar with Oracle search language and expressions, you may simply enter the Oracle search statement in the Keywords field. If you do so, it is important to select Advanced Expression, as this alerts the system to the fact that search expressions exist in the Keywords field. For example, if you enter "Accountant Near Tax", selecting Advanced Expression tells StaffSuite to look for the word "accountant" near the word "tax". However, if you select a type of "All of these words", StaffSuite will look for documents containing the words "accountant", "near", and "tax".

If you want StaffSuite to search for words similar to the ones you entered in the Keywords field, place a check in the Fuzzy Search checkbox. Basically, a fuzzy search allows there to be slight differences in the word searched for and the word in the document. This is useful if you want to look for slight misspellings. For example, a search for "Account" with fuzzy search on will find words like "Acount" and "Accont". If fuzzy search was not turned on, neither of the examples above would be found. Clicking on the Fuzzy Search box toggles it between checked and unchecked.

NOTE: Any information entered in the Associated Documents area is ADDED to the Search Statement. Thus, not only does the result need to fit the Search Statement but ALSO any keywords entered.

Saved Searches

This area consists of two different windows.

The top window contains the folders where you can store searches. The following folders are available:

• Recent: Displays the most recent searches run. This is useful if you want to re-run a search.

• User: This is your own private filing cabinet. Searches stored in the User folder are only accessible by you.

• Branch: Upon clicking the branch folder, it will expand to show folders for each branch associated with your staffing service. Saving a search to a branch folder means that only users with access to the branch will be able to use the search.

• Service Line: You can store searches according to service line for categorizing purposes. The searches are treated like global searches, in that every user is able to access the report.

• Global: Searches in this folder are accessible to every user. All pre-defined StaffSuite searches are stored in this folder.

The bottom window displays the contents of the folder selected in the top window. Simply click on the search title to display the search in the Search Statement window. Please note that the searches that display are filtered by the category from which you accessed the Search Criteria window. For example, if you accessed it from the Company category, you will see Company searches. If you accessed it through Assignment, you will see Assignment searches.

The Delete button allows you delete the currently selected search (Bond recommends NOT deleting the pre-defined searches provided by Bond with your StaffSuite software). StaffSuite will confirm the deletion before removing the search.

Save

Run Search

The Save button allows you to save any changes you made to the Search Statement. A small window opens allowing you to change the name and/or location of the new search.

The Run Search button runs the search displayed in the Search Statement field (along with any criteria entered in the Associated Documents area). The system will respond by displaying the "hits" in the appropriate grid, notifying you that there were no "hits" (and giving you the option of changing your search statement), or telling you there were a significant number of "hits" and asking how many you would like to display.