10_28_16_Position Insight


Concept

In this Position Insight topic, you will retrieve position 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 Position Insight menu.

    Step 4

  5. The Position Insight provides specific criteria obtained from position management.

     

    If a specific employee's information is needed, the report can be generated using Position Number as the 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, Supervisor ID, Department, Location, District, FT/PT, or REG/TEMP.

    Step 5

  6. Search criteria specific to the Position Insight include:

     

    - Status - Filled, Partial, Vacant

    - Budget and Pre-Budget Status (i.e. Budgeted, Approved, Frozen, etc.)

    - Salary Plan and Range

    - Cost Center

    - Check Distribution

    - Fund Codes

    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 specific PIN in CC Montgomery County.

     

    Click in the Position Number field.

    Step 10

  11. a valid value
     e.g.
    Enter
     "089077"
     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 on the defaulted Position tab shows job details of the vacant PIN.

    Step 14

  15. Click the Position Funding tab to view more details.

    Step 15

  16. The result displayed on the Position Funding tab shows details associated with position funding.

    Step 16

  17. To see information from both Position and Position Funding tabs on the same page, you would click this tab.

    Step 17

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

     

    You will now search using different criteria.

    Step 18

  19. For this example, you will search for all Regular, Full-time, Budgeted,Vacant positions within the Land Records Department of CC Montgomery County.

    Step 19

  20. Notice the Status is defaulted to ALL.

     

    Click the Status drop-down list.

    Step 20

  21. Click the Vacant list item.

    Step 21

  22. Click the Budget Status drop-down list.

    Step 22

  23. Click the Budgeted list item.

    Step 23

  24. Click the Look up Department button.

    Step 24

  25. The Look Up Department will display a list of Departments.

    Step 25

  26. Click the Vertical scrollbar to view more departments.

    Step 26

  27. You will select the Department for CC 15 - Land Records.

     

    Click the 1015130 link.

    Step 27

  28. Click the Regular/Temporary drop-down list.

    Step 28

  29. Click the Regular list item.

    Step 29

  30. Click the Full/Part Time drop-down list.

    Step 30

  31. Click the Full-Time list item.

    Step 31

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

    Step 32

  33. Click the Vertical scrollbar to view the results.

    Step 33

  34. The defaulted Position tab shows job details of the vacant PIN.

    Step 34

  35. Click the Position Funding tab to view more details associated with position funding.

    Step 35

  36. To see information from both Position and Position Funding tabs on the same page, you would click this tab.

    Step 36

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

    Step 37

  38. Click the Home link.

    Step 38

  39. Click the Sign out link.

    Step 39

You have completed the Position Insight topic.

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