10_28_16_Person Insight


Concept

In this Person Insight topic, you will retrieve job data about employees using search criteria based on your manager/security roles.


Steps:

  1. Click the Main Menu menu.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the Person Insight menu.

    Step 4

  5. The Person Insight is designed to help you look up basic information on personnel for whom you have security access.

     

    If a specific employee's information is needed, the report can be generated using Employee ID, Last/First Name or Position Number search criteria.

     

    If information is needed for a group of employees, the report can be generated by selecting one or more Job Codes, Reports To PIN, Supervisor ID, Department, Location, or District.

    Step 5

  6. You can also search for a group of employees:

     

    by selecting Full/Part Time, you can find employees that are Full-Time, On Demand, or Part-Time;

     

    by selecting Reg/Temp/Contractual, you can find employees that are Contract, Regular, or Temporary.

     

    by selecting Employee Class, you can find employees that are Appointed, Elected, Retired Temporary, or Seasonal.

     

    by selecting HR Status, you can find employees that are Active or Inactive.

    Step 6

  7. You will need to select one or more search criteria and/or time specific criteria. 

     

    The Insight Tip Sheet offers quick tips to assist your search.  Click the Insight Tip Sheet link.

    Step 7

  8. The Insights Tip Sheet gives an explanation of searching by Department vs. Location and how to use the Look Up when searching the fields with magnifying glasses.

     

    Click the Insight Tip Sheet scrollbar to view all of the information.

    Step 8

  9. Click the Close (X) button to exit the Insight Tip Sheet.

    Step 9

  10. The security access for this topic will allow you to view employees within CC Montgomery County.

     

    For this example, you will search for a CC Montgomery County employee by position.

     

    Click in the Position Number field.

    Step 10

  11. a valid value
     e.g.
    Enter
     "SI000020"
     into the Position Number field.

    Step 11

  12. The Search button is to view the results based on the search criteria.

     

    The Clear button is to delete the search criteria.

     

    The Export button is to download the search results into an Excel spreadsheet.

    Step 12

  13. Click the Search button to view the results based on the search criteria.

    Step 13

  14. The result displayed below shows information for the employee with the PIN SI000020.

    Step 14

  15. Click the Clear button to delete the previous search criteria.

     

    You will now search using different criteria.

    Step 15

  16. The empty fields next to Reports To PIN and Supervisor ID will allow you to enter a keyword as part of the selection criteria.

     

    For example, click in the empty field next to Supervisor ID.

    Step 16

  17. You will search for a supervisor in CC Montgomery County with the first name LINDA.

     

    a valid value
     e.g.
    Enter
     "LINDA"
     into the field.

    Step 17

  18. Click the Search button to view the results based on the search criteria.

    Step 18

  19. Click the Vertical scrollbar to view the results.

    Step 19

  20. The results displayed below show employees who report to LINDA LEE and LINDA DALY.

    Step 20

  21. Click the Export button to download the search results into an Excel spreadsheet.

    Step 21

  22. You have the option to Open the spreadsheet or to Save the spreadsheet.  For this example, you will open the spreadsheet.

     

    Click the OK button.

    Step 22

  23. Excel allows you to customize the data in the spreadsheet.

     

    After reviewing the spreadsheet, click the Minimize button.

    Step 23

  24. Click the Clear button to delete the previous search criteria.

     

    You will now search using different criteria.

    Step 24

  25. For this example, you will search for employees in 2 different departments - Civil and Family in CC Montgomery County.

     

    Click the Look up Department button.

    Step 25

  26. The Look Up Department will only display a list of Departments that you have security access to view. 

    Step 26

  27. CONNECT supports the (%) percent sign as a wildcard feature when searching for data in character fields.  The (%) percent sign matches one or more characters.

     

    If you do not see the Department you need, you can search by clicking the Search by drop-down list.

    Step 27

  28. Click the Description list item.

    Step 28

  29. Click in the Description field.

    Step 29

  30. To find the Civil department, enter "%civil" into the field.

    Step 30

  31. Click the Look Up button.

    Step 31

  32. All departments with 'CIVIL' in the description are listed.

    Step 32

  33. For this example, click the CC 15- Civil link.

    Step 33

  34. The first Department selected will display here.

     

    Now you will add another Department.

    Step 34

  35. Click the Look up Department button.

    Step 35

  36. Click the 1015059 link for CC15 - Family.

    Step 36

  37. Both Departments selected will display here.

    Step 37

  38. Click the Search button to view the results based on the search criteria.

    Step 38

  39. Click the Vertical scrollbar to view the results.

    Step 39

  40. The results display all employees in CC 15 - Civil and CC -15 - Family departments.

    Step 40

  41. Click the Vertical scrollbar to return to the search criteria.

    Step 41

  42. Click the Clear button to delete the previous search criteria.

    Step 42

  43. Click the Home link.

    Step 43

  44. Click the Sign out link.

    Step 44

You have completed the Person Insight topic.

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