Create a Saved Search to Display Role Changes on Employees Within Specific Period

Create a saved search that will display all the role changes in a specific date period on Employee records.

1. Navigate to Lists > Search > Saved Searches > New
2. Search Type: Click Employee
3. Search Title: Enter a title
4. Example: Role Changes for Q1 2021
5. Click Criteria
6. Click Standard
7. Filters:

• Select Role Change Date

1. Role Change Date: Select within
2. Quick Filters: Select this fiscal quarter
3. Click Set

• Select Role Change

1. Role Change: Select all necessary roles
2. Click Set
3. Click Save & Run