Create a Hyperfind/ Add a user to a Hyperfind In UltiPro

Step 1. Navigate to https://encore.ultipro.com

Step 2. Click "Team time"

Step 3. Click "Team timecards"

Step 4. Click "Select hyperfind" option

Step 5. Click the "Search" field to search for the wanted preexisting Hyperfind

Step 6. Click "New hyperfind" if you wish to create a new hyperfind

When editing the Ad Hoc Hyperfind, choose the following options to save the Hyperfind for future use: Click the "No" field.

 

Saving Hyperfind for Future use and how to Find it once Saved

 

Step 1. When editing the Ad Hoc Hyperfind, choose the following options to save the Hyperfind for future use: Click the "No" field.

 

Step 2. Click the "Personal" field.

 

Step 3. Click this text field to name your new Hyperfind

Step 4. Click "Save as"

 

Step 5. To find the Hyperfind you just created: Click on the Hyperfind field

 

Step 6. Click the "Search" field.

 

Step 7. Click on the name of the newly created Hyperfind to use it

Step 8. Click "yes" on Adhoc for this hyperfind to be used one time and not save for future use

Step 9. Click "Add conditions"

Step 10. Select the wanted conditions you need for your hyperfind through the various options available in this view

Step 11. Once the wanted option is found and highlighted, click the add button below to make that option a condition in your hyperfind

Step 12.Review the condition you just added to make certain it is correct

For adding employees to a hyperfind, remember to use the ID number rather than first name or last name for the employee as the ID number is more reliable!

Step 1. Choose the Click "By ID" option

Step 2. Click the "Search" field and type in the wanted employee's ID number 

Step 3. Click this button to add the wanted employee 

Step 4. Click "Add"

Step 5. Click "Apply" 

Step 1. In the wanted Hyperfind, Click "Reports To"

Step 2. Click on the supervisor/manager that the employee reports to

Step 3. Click "Add" 

Step 4. Hint: Can add multiple supervisors/managers by clicking on multiple supervisors/managers in the reports to field 

Step 5. Click "Add" 

Step 6. Click "Apply" once all wanted supervisors/managers have been added

Step 1. Click, Test Hyperfind in the bottom left hand corner of the screen: If the user is not listed/ searchable (Bottom image as reference), an issue may be present in the configuration of the search. If the user is listed, the ticket sender may be trying to search for a user when the are on leave during that time frame window they have chosen 

Step 2. Once all wanted conditions have been added in this way, click the apply button in the bottom right to create your new hyperfind