10_28_16_Class & Comp Insight


Concept

In this Class & Comp Insight topic, you will retrieve employee class and compensation data using search criteria based on your time 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 Class & Comp Insight menu.

    Step 4
  5. The Class & Comp Insight provides employee job and salary details and tracks an employee's relationship to their position.

     

    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.

    Step 6
  7. Search criteria specific to the Class & Comp Insight include:

     

    - Salary Plan and Range

    - Cost Center

    - Check Distribution

    - Fund Codes

    - Budget Status - Budgeted, Non-Budgeted

    Step 7
  8. The Class & Comp Insight also allows you to search by dates:

    - Seniority Date

    - Entry of Duty 

    - MDJud Hire Dt

    - Bailiff Seniority date range (for Bailiffs only).

    Step 8

  9. 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 9
  10. 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 10
  11. Click the Close (X) button to exit the Insight Tip Sheet.

    Step 11
  12. The security access for this topic will allow you to view employees within CC Montgomery County.

     

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

     

    Click in the Last Name field.

    Step 12
  13. a valid value
     e.g.
    Enter
     "TEAL"
     into the Last Name field.

    Step 13
  14. 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 14
  15. Click the Search button to view the results based on the search criteria.

    Step 15
  16. Click the Vertical scrollbar to view the results.

    Step 16
  17. The result displayed below shows the job and salary details for Perry Teal.

    Step 17

  18. This Insight has numerous columns; scroll to the right to see all information.

     

    Click the Horizontal scrollbar to see more information.

    Step 18
  19. Continue to click the Horizontal scrollbar to see more information.

    Step 19
  20. After reviewing all columns, click the Horizontal scrollbar to return to the search criteria.

    Step 20
  21. Click the Clear button to delete the previous search criteria.

     

    You will now search using different criteria.

    Step 21
  22. For this example, you will search for CC Montgomery County employees by salary.

     

    Click the Look up Salary Plan button.

    Step 22
  23. Click the MJT link for Judiciary Technical Salary Structure.

    Step 23
  24. You can also search by Range by clicking the Look Up Range button.  After selecting the Salary Plan, the Ranges that are included in that Salary plan will be available for selection.  For this example, we are not selecting a Range for this search.

    Step 24
  25. Click the Search button to view the results based on the search criteria.

    Step 25
  26. Click the Vertical scrollbar to view the results.

    Step 26
  27. The results displayed below show 3 employees within the MJT Salary Plan.

    Step 27
  28. Click the Clear button to delete the previous search criteria.

    Step 28
  29. For this example, you will search for CC Montgomery County employees by Job Code and Department.

     

    First, click in the Job Code field.

    Step 29
  30. a valid value
     e.g.
    Enter
     "2433"
     into the Job Code field.

    Step 30
  31. Click the Search button to view the results based on the search criteria.

    Step 31
  32. Click the Vertical scrollbar to view the results.

    Step 32
  33. The results displayed show job and salary details for all Judiciary Clerks in CC Montgomery County.

    Step 33
  34. Click the Vertical scrollbar to return to the search criteria.

    Step 34
  35. Now you will add Department to your search criteria.

     

    Click the Look up Department button.

    Step 35
  36. Click the 1015108 link for CC 15 - Criminal.

    Step 36
  37. Click the Search button to view the results based on the search criteria.

    Step 37
  38. Click the Vertical scrollbar to view the results.

    Step 38
  39. The results displayed show job and salary details for all Judiciary Clerks in CC Montgomery - Criminal.

    Step 39
  40. Click the Clear button to delete the previous search criteria.

    Step 40
  41. Click the Home link.

    Step 41
  42. Click the Sign out link.

    Step 42

You have completed the Class & Comp Insight topic.

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