Person Insight


Concept

The Person Insight allows you to 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. The Person Insight page 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 a group of employee information is needed, the report can be generated using Job Code, Reports To PIN, Supervisor ID, FT/PT, or REG/TEMP/CONT.

    Step 5

  6. If you click Search and do not select any criteria, all employees that fall under your security access will appear. 

     

    For this example, the security is set to view employees of the DC Engineering & Central Department.

     

    Click the Search button.

    Step 6

  7. Click the Horizontal scrollbar to move to the right side of the page and view all of the columns.

    Step 7

  8. Click the Horizontal scrollbar to move back to the left side of the page.

    Step 8

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

    Step 9

  10. You can choose to Save File or Open with Microsoft Excel.  For this example, click the OK button to open the file.

     

     

    Step 10

  11. Once the file is open, you are able to filter, sort, etc. just as you would any other Excel file.

    Step 11

  12. Click the Minimize button to return to the Person Insight page.

    Step 12

  13. Click the Clear button.

    Step 13

  14. The Person Insight allows you to search for a single PIN, Reports To PIN, or Supervisor ID.

     

    For this example, you will search by PIN.

    Click in the Position Number field.

    Step 14

  15. a valid value
     e.g.
    Enter
     "SI000068"
     into the Position Number field.

    Step 15

  16. Click the SI000068 link for Summer Intern.

    Step 16

  17. Click the Search button.

    Step 17

  18. There are 2 Summer Interns with PIN SI000068 at the DC Warehouse location under Supervisor Gary Cranford.

    Step 18

  19. Click the Clear button.

    Step 19

  20. HINT: These empty fields on the right will allow you to enter a keyword as part of the selection criteria.

     

    For this example, we want to retrieve all Job Codes with the keyword 'WAREHOUSE' in the Job Code Description.

    Click in the empty field next to Job Code.

    Step 20

  21. a valid value
     e.g.
    Enter
     "WAREHOUSE"
     into the field.

    Step 21

  22. Click the Search button.

    Step 22

  23. Click the Vertical scrollbar to move down the page.

    Step 23

  24. There are 13 employees with Job Codes that include 'Warehouse' as part of their Job Code Description.

    Step 24

  25. Click the Clear button.

    Step 25

  26. The Person Insight also allows you to enter more than one Job Code, Location or District.

     

    For this example, you will search for 2 locations. Click the Look up Location button.

    Step 26

  27. If you do not know the Location Code, click the Search by drop-down list.

    Step 27

  28. For this example, the first location is DC Cabinet Shop.

     

    Click the Description list item.

    Step 28

  29. CONNECT supports the (%) percent sign as a wildcard feature when searching for data in character fields.  The (%) percent sign matches one or more characters.

     

    a valid value
     e.g.
    Enter
     "%CABINET"
     into the field.

    Step 29

  30. Click the Look Up button.

    Step 30

  31. The (%) percent wildcard search only returned one location that included 'CABINET' in the description.

     

    Click the DC Cabinet Shop link.

    Step 31

  32. Notice the Location Code selected is posted to the right of the Location field.

     

    Click the Look up Location button to search for the 2nd location, DC Balt City-Civil.

    Step 32

  33. Click the Vertical scrollbar to move down the page.

    Step 33

  34. Click the DC74D link for DC Balt City-Civil.

    Step 34

  35. Notice both selections are posted to the right of the Location field.

     

    Click the Search button.

    Step 35

  36. There are 4 Full-Time, Regular employees located in DC Balt City - Civil and 1 Full-Time, Regular employee in DC Cabinet Shop.

    Step 36

  37. Click the Clear button.

    Step 37

  38. Click the Reg/Temp/Contractual drop-down list.

    Step 38

  39. Click the Regular list item.

    Step 39

  40. Click the Search button.

    Step 40

  41. To review the results for Regular employees:

     

    You can scroll down the page to view all Regular employees

     

    OR

     

    You can Export the results to an Excel spreadsheet.

    Step 41

  42. Click the Clear button.

    Step 42

  43. Click the Home link.

    Step 43

  44. Click the Sign out link.

    Step 44

You have completed the Person Insight topic.

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