03_20_17_Absence Insight


Concept

In this Absence Insight topic, you will retrieve absence data about employees using search criteria based on your time manager security roles.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the Absence Insight menu.

    Step 4

  5. The Absence Insight provides absence specific criteria obtained from employee absence requests.

     

    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, Department, Location, District, or Workgroup.

    Step 5

  6. 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 6

  7. 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 7

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

    Step 8

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

     

    For this example, you will view CC Montgomery County employees who have entered Personal Leave Take, Annual Leave Take and Admin Leave Take absences between 06/01/2016 and 07/15/2016.

    Step 9

  10. Notice the Start and End Dates are defaulted. You can change the dates by clicking on the calendar button or entering the date into the fields.

    Step 10

  11. a valid value
     e.g.
    Enter
     "06/01/2016"
     into the Start Date field.

    Step 11

  12. a valid value
     e.g.
    Enter
     "07/15/2016"
     into the End Date field.

    Step 12

  13. Click the Look up Add Absence Take button.

    Step 13

  14. The Look up Add Absence Take will display a list of Absence Take Names.

    Step 14

  15. For this example, you want to select the Absence Take for Personal Leave Take.

     

    Click the PERSONAL LV TK link.

    Step 15

  16. The first Absence Take you selected will display here.

     

    Now you will add another Absence Take.

    Step 16

  17. Click the Look up Add Absence Take button.

    Step 17

  18. You want to select another Absence Take for Annual Leave Take.

     

    Click the ANNUAL LV TK link.

    Step 18

  19. Both Absence Takes selected will display here.

    Step 19

  20. Click the Look up Add Absence Take button.

    Step 20

  21. You want to select another Absence Take for Admin Leave Take.

     

    Click the ADMIN LV TK link.

    Step 21

  22. All Absence Takes selected will display here.

    Step 22

  23. You can also search by Absence Reason by clicking the Look Up Reason button and selecting one or more Absence Reasons.  For this example, we are not selecting a reason for this search.

    Step 23

  24. 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 24

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

    Step 25

  26. The results displayed below show all employees who have entered a Personal leave, an Annual leave, or an Admin leave absence between 06/01/2016 - 07/15/2016.

    Step 26

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

    Step 27

  28. 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 28

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

     

    After reviewing the spreadsheet, click the Minimize button.

    Step 29

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

    Step 30

  31. You can use the Employee ID field to limit the search results to a specific person.

    Step 31

  32. a valid value
     e.g.
    Enter
     "000000143"
     into the Employee ID field.

    Step 32

  33. Click the Search button.

    Step 33

  34. This employee has used Comp Time Taken on their timesheet as displayed here on the bottom two rows of this list. 

     

    Important note: There is no filter option on the Absence Insight for Comp Time Taken.  In order to view Comp Time Taken, do not select any Absence Takes or Reasons.  Simply enter the Employee ID, Start and End Dates, and click Search,

     

    Please Note: Comp Time Earned will not show here and is only viewable from the Time Insight.

    Step 34

  35. Always clear the results by clicking the Clear Button.

    Step 35

  36. Click the Home link.

    Step 36

  37. Click the Sign out link.

    Step 37

You have completed the Absence Insight topic.

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