07_28_16_Absence Insight

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

   Step 5

6. 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 6

7. 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 7

8. 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 8

9. a valid value
    e.g.
   Enter
    "06/01/2016"
    into the Start Date field.
   Step 9

10. a valid value
     e.g.
    Enter
     "07/15/2016"
     into the End Date field.
    Step 10

11. Click the Look up Add Absence Take button.

    Step 11

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

    Step 12

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

     

    Click the PERSONAL LV TK link.

    Step 13

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

     

    Now you will add another Absence Take.

    Step 14

15. Click the Look up Add Absence Take button.

    Step 15

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

     

    Click the ANNUAL LV TK link.

    Step 16

17. Both Absence Takes selected will display here.

    Step 17

18. Click the Look up Add Absence Take button.

    Step 18

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

     

    Click the ADMIN LV TK link.

    Step 19

20. All Absence Takes selected will display here.

    Step 20

21. 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 21

22. 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 22

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

    Step 23

24. 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 24

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

    Step 25

26. 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 26

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

     

    After reviewing the spreadsheet, click the Minimize button.

    Step 27

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

    Step 28

29. Click the Home link.

    Step 29

30. Click the Sign out link.

    Step 30

You have completed the Absence Insight topic.

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