r12 volunteert workers -processing
Post on 08-Apr-2018
222 Views
Preview:
TRANSCRIPT
-
8/6/2019 R12 Volunteert Workers -Processing
1/24
Release 12.1.3
Created By Date & Time Version DescriptionVikram Goel 4/6/11 1.0 Volunteer Workers
R12:VolunteersProcessing 2011Functional Desk Top ProceduresVolunteersProcessing Volunteers
-
8/6/2019 R12 Volunteert Workers -Processing
2/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 2
ContentsObjective .................................................................................................................................... 3
Add a new Volunteer in the System: ........................................................................................... 3
Pre-Requisites: ....................................................................................................................... 3
Processing a New Volunteer: .................................................................................................. 3
Change Data for an Existing Volunteer: ......................................................................................14
Adding a Second Assignment (Unit) to a volunteer: ...................................................................15
Ending a Volunteer Association with PBSO: ...............................................................................17
Enter Time for Volunteers: ........................................................................................................19
Creating and Maintaining Timekeeper Groups .......................................................................19
To define a Timekeeper Group: ..........................................................................................19
Timekeeper Entry ..................................................................................................................22
-
8/6/2019 R12 Volunteert Workers -Processing
3/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 3
Obj ective
This document provides desk top procedures for processing all transactions related tovolunteers in the Oracle Human Resources System.
Add a new Volunteer in the System:
Pre-Requisites:1) Required Personnel data for the volunteer :
a) Full legal name b) Date of Birth.c) Social Security #.d) Gender
e) Complete Home addressf) Home Phone #g) Volunteer unit assigned toh) Volunteer position within the unit
2 ) Optional data for the volunteer:a) Email account
b) Other types of phone #s like cell, home, etc.c) Emergency Contact
Processing a New Volunteer:
1 ) Log into Oracle and use responsibility PBSO Vol HRMS Manager
2) Use function People Enter and Maintain.
-
8/6/2019 R12 Volunteert Workers -Processing
4/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 4
3) A ccept the correct date by pressing N o. The entry date can be changed by pressing Yes and picking the correct date. CAUTIO N :
a) Using a different date should be used with care as all activity you do
in that login session will then use the date you selected. b) If the date is changed further processing as it relates to time cards etc
can be impacted.c) PAS RECOMME ND S THAT THE CURRE N T D ATE BE
ALWAYS USE D .
4 ) To add a new Volunteer press the New Button
Responsibility &Function
-
8/6/2019 R12 Volunteert Workers -Processing
5/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 5
5) Enter Last name, First N ame, Select a title from the drop down list, and Selectcorrect gender,Social Security #, Birth Date, Select Status from the drop down list.
Note: Indicates there is a list of value (LOV) available to select values from.
6) In the A ction Field, select Create Placement and then select Volunteer
New
Button
-
8/6/2019 R12 Volunteert Workers -Processing
6/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 6
7 ) The form should look as the one below:
Action =Placement
SelectVolunteer
-
8/6/2019 R12 Volunteert Workers -Processing
7/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 7
8 ) Save the record by clicking on the save Icon from the tool bar
9) Confirm the message from the system at the bottom of the screen:
10 ) The Volunteer ID # will display in the Field as shown below
Save Icon
Address
Button
Other
Button
Assignment
-
8/6/2019 R12 Volunteert Workers -Processing
8/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 8
11 ) Press on the Address Button to enter address information. Enter the correct streetaddress, Select the correct City, State & Zip Code, enter the Phone #
Volunteer
ID #
-
8/6/2019 R12 Volunteert Workers -Processing
9/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 9
N ote: You can only select the predefined combination available when the City is entered:
-
8/6/2019 R12 Volunteert Workers -Processing
10/24
-
8/6/2019 R12 Volunteert Workers -Processing
11/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 11
Enter the information for the contact and the relationship of the contact . Change the
Type from the LOV if desired and save the record by clicking on save icon and closethe record by clicking on X.
-
8/6/2019 R12 Volunteert Workers -Processing
12/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 12
1 5) Press the Assignment Button. A ssignment form will be generated.
-
8/6/2019 R12 Volunteert Workers -Processing
13/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 13
16) Select the correct Organization from the Drop down list. The default value of Palm Beach Count Sheriffs Office should be removed.
17 ) Select N on-Sworn from the Pop up box. Select Job Volunteer18 ) Select the Correct Position.
N ote: only positions linked to the Organization will be displayed.
1 9) Save the record
Entry of a new Volunteer is complete
-
8/6/2019 R12 Volunteert Workers -Processing
14/24
-
8/6/2019 R12 Volunteert Workers -Processing
15/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 15
3 ) Select the correct person and press the OK button, then press the Find Button
4 ) Change the data as required, using the various buttons for various areas, e.g.A ddress, A ssignment etc.
Add ing a Secon d A ssignment (Unit) to a volunteer:
1 ) Select the volunteer for which you need to add a second A ssignment (See sectionon changing a Volunteers data)
2) Press the A ssignment Screen when the correct volunteer is selected. The currentA
ssignment will display
-
8/6/2019 R12 Volunteert Workers -Processing
16/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 16
3 ) Press the button from the toolbar. The form will display as:
4 ) Enter information as per details in creating a new volunteer ( A ssignments tab) andsave the record: The visual indication for a second assignment is the -2 in theA ssignment Number field
-
8/6/2019 R12 Volunteert Workers -Processing
17/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 17
En d ing a Volunteer A ssociation with PBS O:
1 ) Select the volunteer who is no longer associated with PBSO
Assignment#
-
8/6/2019 R12 Volunteert Workers -Processing
18/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 18
2) From the A ction field select Cancel Placement and save the record3 ) Check Update when system prompts to keep history
4 ) Notes:1 ) There MUST be at least two days between starting placement and
cancelling placement for a person.2) The personal information for a person is always available in the system
and cannot be deleted.
-
8/6/2019 R12 Volunteert Workers -Processing
19/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 19
Enter Time for Volunteers:
Creating an d Maintaining Timekeeper Groups
1 ) Log into Oracle and use responsibility OTL Super Timekeeper2) Use function Timekeeper Group
To d efine a Timekeeper Group:
-
8/6/2019 R12 Volunteert Workers -Processing
20/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 20
y Enter a name for the group you are defining.y If you are a regular Timekeeper, your name displays in the Timekeeper field, and you
cannot change ity In the Populate Person regions, select a value from the Add list of values. Your choices
are Assignment Set or Organizationy Optionally, you can select members of the group and remove them from the group you
define, using the Delete item from the Edit menu.y You can add another assignment set or organization; or you can enter individual
workers one-by-one in the lines in the Employee region.y Save your work.
-
8/6/2019 R12 Volunteert Workers -Processing
21/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 21
To select all members of the Organization
y In the Populate Person regions, select a value Organizationy Select Organization namey Click Goy Save your work
-
8/6/2019 R12 Volunteert Workers -Processing
22/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 22
Timekeeper Entry
1) Log into Oracle and use responsibility OT
LSuper Timekeeper
2) Use function Timekeeper Entry
-
8/6/2019 R12 Volunteert Workers -Processing
23/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Rights Reserved. Page 23
Enter hours and save record
-
8/6/2019 R12 Volunteert Workers -Processing
24/24
Volunteer Worker Processing
2011 Paradigm Application Solutions Inc.All Right R d P g 24
top related