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

    Step 5

  6. 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, Supervisor ID, Department, Location, District, FT/PT, or REG/TEMP.

    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. 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 9
  10. a valid value
     e.g.
    Enter
     "TEAL"
     into the Last Name field.

    Step 10
  11. Click the TEAL link.

    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. Click the Vertical scrollbar to view the results.

    Step 14
  15. The result displayed below shows the job and salary details for Perry Teal.

    Step 15

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

     

    Click the Horizontal scrollbar to see more information.

    Step 16
  17. Continue to click the Horizontal scrollbar to see more information.

    Step 17
  18. After reviewing all columns, click the Horizontal scrollbar to return to the search criteria.

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

     

    You will now search using different criteria.

    Step 19
  20. For this example, you will search for CC Montgomery County employees by salary.

     

    Click the Look up Salary Plan button.

    Step 20
  21. Click the MJT link for Judiciary Technical Salary Structure.

    Step 21
  22. 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 22
  23. Click the Search button to view the results based on the search criteria.

    Step 23
  24. Click the Vertical scrollbar to view the results.

    Step 24
  25. The results displayed below show 3 employees within the MJT Salary Plan.

    Step 25
  26. Click the Clear button to delete the previous search criteria.

    Step 26
  27. For this example, you will search for CC Montgomery County employees by Job Code and Department.

     

    First, click in the Job Code field.

    Step 27
  28. a valid value
     e.g.
    Enter
     "2433"
     into the Job Code field.

    Step 28
  29. Click the '2433' link for Judiciary Clerk.

    Step 29
  30. Click the Search button to view the results based on the search criteria.

    Step 30
  31. Click the Vertical scrollbar to view the results.

    Step 31
  32. The results displayed show job and salary details for all Judiciary Clerks in CC Montgomery County.

    Step 32
  33. Click the Vertical scrollbar to return to the search criteria.

    Step 33
  34. Now you will add Department to your search criteria.

     

    Click the Look up Department button.

    Step 34
  35. Click the 1015108 link for CC 15 - Criminal.

    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 displayed show job and salary details for all Judiciary Clerks in CC Montgomery - Criminal.

    Step 38
  39. Click the Clear button to delete the previous search criteria.

    Step 39
  40. Click the Home link.

    Step 40
  41. Click the Sign out link.

    Step 41

You have completed the Class & Comp Insight topic.

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