07_11_16_Understanding CONNECT Insights

CONNECT Insights allow you to retrieve data 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. Each Insight will give you detailed information based on search criteria.  Keep in mind, any information retrieved from Insights will display based on your security.  

   Step 4

5. Let's begin with an overview of the Time Insight. 

    

   Click the Time Insight menu.

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6. The Time Insight provides time specific criteria obtained from employee time entry.

   Step 6

7. To retrieve time information for a single employee, you can search by:

   - Employee ID

   - Last Name

   - First Name

   - Position Number

   Step 7

8. To retrieve time information for a group of employees, you can search by:

   - Job Code

   - Reports To

   - Department

   - Location

   - District

   - Workgroup

   Step 8

9. The Time Insight will always default to a one month time frame, with the End Date as the current date.

   Step 9

10. The Time Specific Criteria section allows you to search by:

    - TRC - Time Reporting Code

    - Project ID

    - Activity ID

    Step 10

11. After selecting the search criteria, you can click Search to retrieve results or

    Clear to remove search criteria and begin again.

    Step 11

12. Clicking the Export button will download the results into an Excel Spreadsheet.  (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 12

13. Let's review the next Insight.

     

    Click the Insights menu.

    Step 13

14. Click the Absence Insight menu.

    Step 14

15. The Absence Insight provides time specific criteria obtained from employee absence requests.

    Step 15

16. Similar to the Time Insight, the Absence Insight allows you to retrieve time information for a single employee, group of employees, or by time specific criteria.

     

    The Start and End Dates will always default to a one month time frame, with the End Date as the current date.

    Step 16

17. The Time Specific Criteria section allows you to search by:

    - Absence Take

    - Absence Reason

    Step 17

18. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 18

19. Let's review the next Insight.

     

    Click the Insights menu.

    Step 19

20. Click the COOP Insight menu.

    Step 20

21. COOP stands for.....

     

    The COOP Insight provides information of an employee's manager, their contact information and their emergency contact’s phone number. The report can be generated by location or COOP Personnel Type, which includes the COOP Essential Personnel, COOP Manager and COOP Response Team.

    Step 21

22. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 22

23. Let's review the next Insight.

     

    Click the Insights menu.

    Step 23

24. Click the Person Insight menu.

    Step 24

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

     

    Similar to the Time and Absence Insights, the Person Insight allows you to retrieve job data information for a single employee, group of employees, or by employee type (i.e. Full/Part Time, Reg/Temp/Contractual, Appointed/Elected/etc.).

    Step 25

26. The Person Insight also allows you to search by dates:

    - Seniority Date

    - Entry of Duty Date

    - MDJud Hire Date

    - Bailiff Seniority date range (for Bailiffs only).

    Step 26

27. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 27

28. Let's review the next Insight.

     

    Click the Insights button.

    Step 28

29. Click the Performance Insight menu.

    Step 29

30. The Performance Insight provides a comprehensive view on the status of employee performance documents from performance appraisals and performance improvement plans.

    Step 30

31. Similar to the Time, Absence, and Person Insights, the Performance Insight allows you to retrieve information for a single employee, group of employees, document type (i.e. performance appraisal, performance improvement plan), or document status (i.e. completed, in progress, etc.).

    Step 31

32. The Performance Insight also allows you to search by a date range using the From Date and To Date fields or by the Due Date of the performance document.

    Step 32

33. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 33

34. Let's review the next Insight.

     

    Click the Insights button.

    Step 34

35. Click the POI Insight menu.

    Step 35

36. A POI is a Person of Interest.

     

    The POI Insight provides general contact information for City and County Paid Judiciary Employees.

    Step 36

37. Similar to the Time, Absence, Person, and Performance Insights, the POI Insight allows you to retrieve contact information for a single employee or group of employees.

    Step 37

38. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 38

39. Let's review the next Insight.

     

    Click the Insights button.

    Step 39

40. Click the Class & Comp Insight menu.

    Step 40

41. The Class & Comp Insight provides employee job and salary details and tracks an employee's relationship to their position.

     

    This Insight may not be available for all users.

    Step 41

42. Similar to the Person Insights, the Class & Comp Insight allows you to retrieve job data information for a single employee, group of employees, or by employee type (i.e. Full/Part Time, Reg/Temp/Contractual, Appointed/Elected/etc.).

    Step 42

43. The Class & Comp Insight also allows you to search by dates:

    - Seniority Date

    - Bailiff Seniority date range (for Bailiffs only).

    Step 43

44. The Class & Comp Insight also allows you to search by budget data including:

    - Salary Plan

    - Salary Range

    - Cost Center

    - Check Distribution

    - Fund Codes

    - Budget Status

    Step 44

45. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 45

46. Let's review the last Insight.

     

    Click the Insights button.

    Step 46

47. Click the Position Insight menu.

    Step 47

48. The Position Insight provides position information and tracks their relationships independently of the employee in the position.

    Step 48

49. Unlike other Insights, to retrieve position information for a single employee, you would search by Position Number.

     

    To retrieve information for a group of employees, you can search by job data, employee type, or budget data.

    Step 49

50. The Position Insight also allows you to search by Status (i.e. Filled, Vacant, etc.).

    Step 50

51. After selecting the search criteria, you can click Search to retrieve results, Clear to remove search criteria and begin again, or Export to download the results into an Excel file.

    (HINT: If the spreadsheet does not open, be sure your pop-up blocker is off).

    Step 51

52. Click the Home link.

    Step 52

53. Click the Sign out link.

    Step 53

You have completed the Understanding CONNECT Insights topic.

Click on one of the individual Insight topics for more details.

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