07_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. You will need to select one or more search criteria and/or time specific criteria. 

    Step 5

  6. The Person Insight provides current job details of employees.

     

    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, District, FT/PT, or REG/TEMP/CONT.

    Step 6

  7. 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 7

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

    Step 8

  9. Click the SI000020 link for Summer Intern.

    Step 9

  10. 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 10

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

    Step 11

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

    Step 12

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

     

    You will now search using different criteria.

    Step 13

  14. 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 14

  15. 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 15

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

    Step 16

  17. Click the Vertical scrollbar to view the results.

    Step 17

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

    Step 18

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

    Step 19

  20. 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 20

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

     

    After reviewing the spreadsheet, click the Minimize button.

    Step 21

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

     

    You will now search using different criteria.

    Step 22

  23. 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 23

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

    Step 24

  25. 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 25

  26. Click the Description list item.

    Step 26

  27. Click in the Description field.

    Step 27

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

    Step 28

  29. Click the Look Up button.

    Step 29

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

    Step 30

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

    Step 31

  32. The first Department selected will display here.

     

    Now you will add another Department.

    Step 32

  33. Click the Look up Department button.

    Step 33

  34. Click the 1015059 link for CC15 - Family.

    Step 34

  35. Both Departments selected will display here.

    Step 35

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

    Step 36

  37. Click the Vertical scrollbar to view the results.

    Step 37

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

    Step 38

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

    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 Person Insight topic.

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