forest preserve - cook county,...

Forest PreserveCreated on 4/25/2018 9:26:00 PM

Training Guide

Table of ContentsForest Preserve................................................................................................................1

Position Processor.......................................................................................................1Creating New Position.............................................................................................................2Update an Existing Position..................................................................................................12

HR Position Manager.................................................................................................17Approve a Position Transaction............................................................................................18Approve a Position Transaction by Budget Office.................................................................22

HR Self Service Training............................................................................................25Create a New Hire.................................................................................................................26Approve a New Hire Transaction..........................................................................................59Process a Termination..........................................................................................................62Process a Promotion - Demotion..........................................................................................70HRSS Add an Attachment.....................................................................................................86

HR Processor..............................................................................................................90Navigate People Form Essentials.........................................................................................91Process an Intra- Departmental Transfer..............................................................................99Assign Leave of Absence....................................................................................................108Return From Leave of Absence..........................................................................................113Process an Assignment Change that Occurred on an Earlier Date.....................................118View People By Assignments.............................................................................................123Enter Assignment Extra Information for CC Time...............................................................130Process an Exempt Salary Change....................................................................................135Process a Hourly Employee Salary Change.......................................................................142Enter Employee Special Information...................................................................................146Enter Person Extra Information for Emergency Contact.....................................................150Run HR Report....................................................................................................................154Rehire an Ex-employee.......................................................................................................159

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Training Guide

Forest Preserve

Position Processor

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Training Guide

Creating New PositionLearning Objective : In this topic you will learn how to create a new position.

You can create a new position using the position transaction form for a single position.

Upon completion of this topic you will be able to:

Access Position Transaction form.

Navigate through the position transaction tabs.

Enter position number, bargaining unit payroll frequency and salary basis.

Send the new position for approval.

Procedure

This topic will cover:

- Creating a New Position.

Time to complete: 10 minutes

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Step Action1. After logging on with your username and password, the Oracle Applications

Home Page is displayed.

To create a new position, click your valid HR responsibility link.

In this example, click the CCG HR Position Processor, Cook County BG link.

2. Click the Position Transaction link.

Step Action3. The Perform Tasks window is displayed. Use this window to select the

appropiate task you want to perform for a position.

Click the Task List of Values (LOV) button to view more options.

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Step Action4. The Templates form is displayed.

All the available templates are displayed. Select the appropriate template from the list.

In this example, Create Position options is selected by default.

Click the OK button.

5. Click the Apply button.

6. The Position Transaction form is displayed.

Click in the Date Effective Name field to enter the new position detail.

7. The CC_Position_Flexfield window is displayed.

Note: The Position Number is autogenerated.

Click the Office List of Value (LOV) button to view more options.

8. The Office window is displayed.

Click in the Find field.

9. Enter the appropriate office into the Find field.

In this example, enter "48%".

10. Click the Find button.

11. All the matched office numbers are displayed. Select the appropriate number from the list.

In this example, click 4897.

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Step Action12. Click the OK button.

13. Click the Program List of Value (LOV) button to view more options.

14. The Program window is displayed.

All the available program numbers are displayed.

Note: Always select 00000.

In this example, 00000 is selected by default.


15. Click the Job List of Values (LOV) button to view more options.

16. The Job window is displayed.

All the available job numbers are displayed. Select the appropriate number from the list.


17. Click the OK button.


19. Click the Type List of Values (LOV) button to view more options.

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Step Action20. The Position Type window is displayed.

Select the appropriate position type from the list.

In this example, click Single Incumbent.


22. Click in the Organization field.

23. Click the Organization List of Values (LOV) button to view more options.

24. The Organizations window is displayed.


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Step Action25. Enter the appropriate organization number.


Step Action26. Click the Find button.

27. All the matched organizations are displayed.

Select the appropriate organization from the list.

In this example, click 4897.STROGER HOSPITAL OF COOK CNTY.


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Step Action29. Click in the Job field.

30. Click the Job List of Values (LOV) button to view more options.

31. The Job window is displayed.


32. Enter the appropriate job into the Find field.



34. All the matched jobs are displayed.

Select the appropriate job from the list.

In this example, click 0014.Recorder.


36. Click in the Hiring Status field.

37. Click the Hiring Status List of Values (LOV) button to view more options.

38. The Availability Status window is displayed.

All the avaiable statuses are displayed. Select the appropriate option from the list.

In this example, click Proposed.

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40. Click in the Descriptive Flexfield.

41. The Additional Position Details window is displayed.

Click in the Shakman field to activate the List of Values icon.

42. Click the Shakman List of Values (LOV) button to view the options.

43. The Shakman window is displayed with the available list of values.

In this example, click Exempt.



46. Click the Hiring Information tab.

47. The Hiring Information tab is displayed.

Click in the Full Time Equivalent (FTE) field.

48. Enter the appropriate FTE number into the Full Time Equivalent field.

In this example, enter "1".

49. Click in the Bargaining Unit field.

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Step Action50. Click the Bargaining Unit List of Values button to view more options.

51. The Bargaining Unit window is displayed.

All the available bargaining units are displayed. Select the appropriate bargaining unit from the list.

In this example, click AFSCME 3692.


53. Click in the Payroll field.

54. Click the Payroll List of Values (LOV) button to view more options.

55. The Payroll Frequency window is displayed.

Click in the Find field and the appropriate search payroll frquencyt to searh.

In this example, enter "cc".

56. Select the CCH- Stroger Hospital option.


58. Click in the Grade field.

59. Click the Grade List of Values (LOV) button to view more options.

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Step Action60. The Grade window is displayed.

All the available grades are displayed.

Select the appropriate grade from the list.

In this example, click 18-A1111.


62. Click the Step List of Values (LOV) button to view more options.

63. The Step window is displayed.

Select the appropriate step from the list.



65. Click in the Salary Basis field.

66. Click the Salary Basis List of Values (LOV) button to view more options.

67. The Salary Basis window is displayed.

Select the appropriate option from the list.

In this example, click Hourly Pay.


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Step Action69. Click the Work Terms tab.

70. The Work Terms tab is displayed.

Check for all the details and click the Save button.

71. The Routing form is displayed.

Click the Forward option to send it for approval.

72. Note: The Role field is auto filled.


73. This topic covered:

- Creating a New Position.End of Procedure.

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Update an Existing PositionLearning Objective : In this topic you will learn how to update an existing position.

You can update existing position using the position transaction form for a single position.

if there is a need to update more than a few, the mass position update function is available.


Access Position Transaction form.

Navigate through the position transaction tabs.

Update position number, bargaining unit payroll frequency and salary basis.

Send the updated position for approval.

Procedure


- Updating an Existing Position.


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To update an existing position click your valid HR responsibility link.

In this example, click the CCG HR Position Transaction, Cook County BG link.

2. The Position Transaction functionality is where you create a new position or update an existing position.

Click the Position Transaction link.

Step Action3. The Perform Tasks form is displayed.

Click the Task List of Values (LOV) button to view more options.

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Step Action4. The Templates form is displayed.

All the available templates are displayed. Select the appropriate template from the list.

In this example, select Update Position options.


6. Update Position is available by default.

Click the Apply button to accept it.

7. The Action_Window is displayed.

Click the OK button to accept the date.

8. The Position Name form is displayed.

Enter the appropriate position number into the Find field.


9. Click the Find button to execute the search.

10. The available position is selected by default.



12. You can update any detail on this form to match the updated position.

13. Click in the Bargaining Unit field.

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Step Action14. Click the Bargaining Unit LOV button to view more options.

15. The Bargaining Unit form is displayed.

All the available options are listed. Select the appropriate option from the list.

In this example, click the AFSCME1178 option.



18. Click the Payroll LOV button to view more options.

19. The Payroll Frequency form is displayed.


In this example, click the COC - County Clerk option.


21. Click the Salary Basis LOV button to view more options.

22. The Salary Basis form is displayed.


Annual Salary option is selected by default.


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Step Action23. Click the Grade LOV button to view more options.

24. The Grade form is displayed.

Enter the appropriate grade into the Find field.

In this example, enter "19-A%".


26. All the matching options are displayed.

Select the appropriate grade from the list.

In this example, 19-A111 option is selected by default.


27. Double check if there are any other updates needed and click the Save button.

28. The Routing form is displayed.

Click the Forward option to send it for approval.

29. Note: The Role field highlighted above is auto filled.

Click in the Comments field.

30. Enter the appropriate comment into the Comments Multi-line field.

In this example, enter "This is for training purposes".


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Step Action32. This topic covered:

- Updating an Existing Position.End of Procedure.

HR Position Manager

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Approve a Position TransactionLearning Objective : In this topic you will learn how to approve position transaction.

Position notifications are listed in the worklist. You can click on the notification to review or approve the position transaction sent to you.


Select the correct notification and view its details.

Access the position transaction form and make changes needed.

Approve, forward or send the notification back to the initiator.

Procedure


- Approving a Position Transaction.


Step Action1. Use the "Worklist" on the Oracle Home Page to manage your pending worklist

queue and take actions.

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Step Action2. To approve a position transaction from the worklist, click on the appropriate

notification link.

In this example, click the Position Transaction 9999410.4897.00000.0014 needs approval/review link to view the position transaction and perform the necessary action.

3. The notification is displayed.

Review the notification to verify all the details before performing any action.

The Related Applications and the Response links on this page will help you review and take the necessary action on this position transaction.

4. Click the Open Transaction Form link to open and review the position transaction.

5. Click the CCG HR Position Manager - Cook County BG link.


Review the position transaction details in this form.

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Step Action7. Click the Work Terms tab.

8. Review all the details under this tab.

If changes are required, you can send the position transaction back to the initiator.

9. Click the Save button to proceed.

10. The Routing window is displayed.

If there are needed corrections, click the Send Back radio button and select the Position Initiator in the Role field. You can use the Comments field to provide feedback to the initiator.

11. In this example, click the Forward option to send it to the next step.

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Step Action12. Note: The Role field is auto filled.

Click in the Comments Multiline field.

13. Enter the appropriate comment into the Comments Multiline field.

In this example, enter "This is good to approve".

14. Click the OK button to approve the position transaction.


- Approving a Position Transaction.End of Procedure.

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Approve a Position Transaction by Budget OfficeLearning Objective : In this topic you will learn how to approve position transaction.

Position notifications are listed in the worklist. You can click on the notification to review or approve the position transaction sent to you.


Select the correct notification and view its details.

Access the position transaction form and make changes needed.

Approve, forward or send the notification back to the initiator.

Procedure


- Approving a Position Transaction by Budget Office.


Step Action1. Use the "Worklist" on the Oracle Home Page to manage your pending worklist

queue and take actions.

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Step Action2. To approve a position transaction from the worklist, click on the appropriate

notification link.

In this example, click the Position Transaction 9999410.4897.00000.0014 needs approval/review link to view the position transaction and perform the necessary action.

3. The notification is displayed.

Review the notification to verify all the details before performing any action.

The Related Applications and the Response links on this page will help you review and take the necessary action on this position transaction.

4. Click the Open Transaction Form link to open and review the position transaction.

5. Click the CCG HR Position Manager - Cook County BG link.


Review the position transaction details in this form.

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Step Action7. Click in the Hiring Status field.

8. Click the Hiring Status List of Values (LOV) button to view more options.

9. The Availability Status window is displayed.

Select the appropriate status from the list.

In this example, Active is selected by default.



11. Review all the details under this tab.

If changes are required, you can send the position transaction back to the initiator.

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Step Action12. Click the Save button to proceed.


14. The Routing window is displayed.

If there are needed corrections, click the Send Back radio button and select the Position Initiator in the Role field. You can use the Comments field to provide feedback to the initiator.

15. Click the Approve option.

16. Click the Apply Transaction option.

17. Click the OK button to approve the position transaction.


- Approving a Position Transaction.End of Procedure.

HR Self Service Training

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Create a New HireLearning Objective: In this topic, you will learn how to enter a new hire.

Use the People window to enter and maintain basic personal information for all employee types.

The minimum information to enter for all categories of people is name and action type. In addition, for employees, at minimum, you must enter all required fields (designated by an asterisk, "*").


Enter a new hire.

Procedure


- Entering a new hire

Estimated time to complete this topic is: 12 minutes

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Home Page displays.

In order to enter a new hire, click the CCG HR Self Service, Cook County BG link.

Step Action2. To process a new hire, click the New Hire link.

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Step Action3. The New Hire: Enter Basic Details window displays.

Use this page to enter the new hire's basic details.

Note: All fields with an asterisk " * "are required fields.

Enter the new hire's last name into the Last Name field.

4. Enter the new hire's first name into the First Name field.

5. Enter the new hire's birth date into the Date of Birth field.

6. Enter the new hire's social security number into the Social Security field.

Note: You must enter both the numbers as well as the dashes between the numbers for the Social Security Number.

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Step Action7. The Start Date defaults to today's date.

To change the Start Date, click the Calendar button.

Step Action8. The Calendar window displays.

Select the appropriate start date based on your agency's policy.

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Step Action9. To proceed with the new hire, click the Continue button.

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Step Action10. The New Person: Hire Details window displays.

In the Other region, enter additional information such as Gender, Marital Status and any other required information per your agency.

Click the Gender field drop down list to select the gender of the new hire.

11. Select the correct gender from the displayed list.

.

12. Click the Marital Status drop down list to select the marital status of the new hire.

13. The Marital Status list of values displays.

Select the correct marital status from the displayed list.

14. Enter the hire date into the Adjusted Service Date field.

In this example, type in 15-APR-2018.

15. In the Main Address region, click the Type drop down list.

16. Click the Home list item.

17. Enter the new hire's home street address into the Address Line 1 field.

18. Enter the new hire's city into the City field.

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Step Action19. The list of cities with the name that matches your search criteria displays.

Select the correct zip code from the displayed list.

20. In the Phone Numbers region, enter the new hire's phone number into the Number field.

Note: You can change the Type of phone number by clicking on the Type drop down arrow.

21. To proceed with the hire process, click the Next button.

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Step Action22. The New Hire: Assignment window displays.

Click the Change Reason drop down list.

23. The Change Reason list of values displays.

Click the Hire list item.

24. If the Department Name is incorrect, it can be changed otherwise leave the defaulted department.

25. Clear the department name in the Department Name field by clicking on the field and pressing Delete on your keyboard.

In this example, press Delete on your keybaord.

26. Enter all or a portion of the position number into the Position Name field.

27. The positions that match the search criteria will display.

Select the correct position from the displayed list.

28. A Warning message displays.

Click the Yes button to accept the default values..

29. The Position Name field the Job Title field and the Location field will auto populate with the default values of the selected position.

Scroll down to the Grade region.

30. The Grade Name is auto populated based on the position selected.

Enter the correct grade ladder details in the Grade Ladder region.

Click the Search: Grade Ladder button.

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Step Action31. The Search and Select: Grade Ladder window displays.

To execute a search, click the Go button.

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Step Action32. The available grade ladder information is displayed. Select the correct grade

ladder by clicking the Quick Select button for the correct grade ladder.

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Step Action33. Click the Ceiling Point drop down list.

34. The Ceiling Point list of values displays.

Select the highest number listed as this will be the highest ceiling point for this grade.

35. Click the Search: Grade Point button.

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Step Action36. The Search and Select: Grade Point window displays.

To execute the search, click the Go button.

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Step Action37. The available grade points are displayed.

Select the correct grade point from the displayed list.

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Step Action38. Click the Step Reason drop down list.

39. The Step Reason list of values displays.

Click the New Hire list item.

40. Click the Search: Union button.

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Step Action41. The Search and Select: Union window displays.

To execute the search, click the Go button.

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Step Action42. The Union search results display.

Note: The union selected should correlate with the Grade.

Select the appropriate union from the displayed list.

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Step Action43. Click the Search: Union Dues Deduction Code button.

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Step Action44. The Search and Select: Union Dues Deduction Code window displays.

If you know all or a portion of the code, enter it into the Search By field.

45. Click the Go button.

Step Action46. The Union Dues Deduction Code search results display.

Note: Only union dues associated with the selected union will be available to select.

Click the Quick Select button for the correct union dues deduction code.

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Step Action47. Click the Search: Pension Group button.

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Step Action48. Click the Go button.

Step Action49. The Pension Group search results display.

Note: If you are unsure about which Pension Group to select, check the rules on the pension website.

Select an appropriate Pension Group.

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Step Action50. Enter "Yes" or "No" into the Benefits field.

51. In the Statutory Information region, click the Search: Timecard Approver button.

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Step Action52. Enter all or a portion of the timecard approver's name into the Search By field.

53. Click the Go button.

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Step Action54. The names of the approvers who match the search criteria are displayed.

Select the correct approver from the displayed list.

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Step Action55. Click the Timecard Required drop down list.

56. Select Yes or No depending on whether a timecard is required or not.

57. Click the Shift drop down list.

58. Select Yes or No depending on whether a shift selection is required or not.

59. In the Other Assignment Information region, enter the check route code into the Check Route Code field.

60. Click the Assignment Category drop down list.

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Step Action61. The Assignment Category list of values displays.

Select the correct assignment category from the displayed list.

62. Click the Employee Category drop down list.

63. The Employee Category list of values displays.

Select the correct Employee Category from the displayed list.

64. The Bargaining Unit defaults.

In the Salary Information region, the Salary Basis should default from the position.

To proceed with the hire, click the Next button.

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Step Action65. The New Hire: Select a Pay Action window displays.

Accept the default values for the position.

To proceed, click the Next button.

Step Action66. The New Hire: Change Manager window displays.

Note: You can accept the default manager or change the manager.

Enter the new managers name into the Manager field.

67. Click the Next button.

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Step Action68. The New Hire: Extra Information window displays.

In the CC Emergency Contacts region, you can add an emergency contact.

Click the Add button to add an emergency contact.

69. Type in the emergency contacts details in the displayed fields.

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Step Action70. To save the CC Emergency Contacts edits, click the Apply button.

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Step Action71. Click the Add button under the US Ethnic Origin section to enter the US Ethnic

Origin, information.

Step Action72. The US Ethnic Origin window displays.

Select the appropriate ethnic origin by clicking the drop down list.

73. Select Yes for the correct US Ethnic Origin selection.

74. To save the US Ethnic Origin edits, click the Apply button.

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Step Action75. Click the Next button to proceed with the new hire process.

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Step Action76. The New Hire: Review window displays.

Use this page to review the information you have entered for the new hire.

Click the Scrollbar to see the rest of the information.

77. Continue the review.

Click the Scrollbar.78. Continue your review.

Click the Scrollbar.79. The list of approvers shown in the Approvers region are listed based on your

agency's review and approval policy.

The Order No. column represents the order of the approval hierarchy. If approvers have the same Order No., then the first to approve will precede other approvers with the same Order No. assigned.

80. Once you have reviewed the information, forward the New Hire transaction for approval by clicking the Submit button.

Click the Submit button.

81. A Confirmation message displays indicating that the information has been submitted for manager approval.

Click the Home button.

82. A notification appears in the Worklist region on the Home page detailing the routing for the New Hire transaction.

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Step Action83. Once the new hire transaction has been approved, a notification will appear in

your Worklist.

To view the notification, click the CCG Hire or Placement for Wolfson, Mary Jane has been approved. link.

84. The Notification window displays.

All necessary approvals are displayed in the Action column.

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- Entering a new hire

End of Procedure.

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Approve a New Hire TransactionLearning Objective: In this topic, you will learn how to approve a new hire transaction.

Use the Worklist and Notifications section to review new hire requests. Oracle Approvals Management workflow routes actions via an approval hierarchy routing list.

Approvers receive a notification in their Worklist with a link to open the action in order to review the transaction. Approvers can request additional information, return the action for correction to the initial requestor or any previous approver on the chain.

If you are the final approver, pressing Submit applies the action finalizes the approval process.


Approve a new hire transaction.

Procedure


- Approving a new hire transaction

Estimated time to complete this topic is: 3 minute

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A notification requiring approval of a transaction is displayed in your Worklist.

In order to approve a new hire transaction select the notification for approval of this new hire transaction in the Worklist region.

2. The CCG Hire or Placement for Price, Ricky (proposed by Boop, Bettie) window displays.

Review each section of the transaction to ensure the information is accurate.

3. If there are any attachments added to this transaction they would be visible in the Attachments section near the top of the page.

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Step Action4. Scroll down to see more of the new hire's information.

5. During your review ensure that the Position and Grade are correct for the new hire.

Scroll down to see the rest of the new hire's information.

6. If the transaction is incomplete or if you require additional details, you can return the transaction by clicking the Request Information button.

The Reassign button allows you to delegate the approval of this transaction to an alternative person.

Avoid clicking the Reject button as this will void the transaction requiring the initiator to re-enter all the data all over again.

7. If the transaction is complete and meets with your approval, click the Approve button.

8. Once the notification has been acted upon, it is removed from the Worklist region.

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- Approving a new hire transactionEnd of Procedure.

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Process a TerminationLearning Objective: In this topic, you will learn how to process the separation of an employee.

If an employee is leaving the County, you terminate him or her in the Terminate window.

The employee's record remains in the application. You can reinstate, or rehire, the person to create a new period of service.


Process the separation of an employee.

Procedure


- Processing an employee termination


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To process an employee separation, click the CCG HR Self Service, Cook County BG link.

2. Click the Termination link.

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Step Action3. The Termination: People in Hierarchy window displays.

The list of your direct reports are shown.

You may need to search for the specific employee to terminate.

At the top of the page, click in the Name field.

4. Enter all or a portion of the employee's last name into the Name field.

5. To execute the search, click the Go button.

6. A list of employees who last name matches the search will display.

Select the employee to be terminated by clicking the check box next to their name.

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Step Action7. To begin the termination process, click the Action button for the employee

selected.

Step Action8. The Termination: Effective Date Options window

displays.

In the upper region of the window, details about the employee are displayed. Verify that you have selected the correct employee for termination.

Select the date from the calendar that these changes are to take effect or enter them directly into the Effective Date field.

9. To proceed with the termination, click the Continue button.

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Step Action10. The Termination window displays.

The Notification Date defaults to the same date as the Termination Date.

If you want to change the Notification Date, do so according to your agency's guidelines.

Step Action11. Click the Reason field drop down list.

12. The Reason field list of values displays.

Select the appropriate separation reason from the displayed list.

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Step Action13. There may be an instance when a terminated employee may not be eligible for

rehire. In those instances of ineligibility, select a primary reason and then any additional reason for ineligibility.

The Ineligible Start Date should be the termination date.

The Ineligible End Date is determined by your agency's specific policy.

14. Click the Eligible for Rehire drop down list.

15. Select the appropriate value from the drop down list. If they are eligible for rehire select Yes or No if they are not.

16. You may enter appropriate comments as per your agency's policy.

17. The buttons at the top right of the window provide options on next steps.

Cancel - Ends the termination procedure and discards all entered data

Save For Later - Saves your work and provides an opportunity for you to return later to continue

Back - Go back one page.

Next - Move forward with the termination

18. To proceed with the termination use the Next button.

Click the Next button.

19. The Termination: Review window displays.

Review your changes and if needed attach any supporting documents before proceeding.

The Printable Page buttons prints a hard copy of the current review page.

The attachment section gives you the opportunity to provide additional supporting documents. (The attachment procedure is covered in the navigation document)

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Step Action20. Scroll down to see the rest of the review page.

21. The list of approvers shown in the Approvers regions are listed based on your agency's review and approval policy.

The Order No. column represents the order of the approval hierarchy. If approvers have the same Order No., then the first to approve will precede other approvers with the same Order No. assigned.

In addition, specific comments to approvers can be added in the Comments to Approver region at the bottom of the page.

22. Clicking the Submit button will submit the transaction for approval.

23. A Confirmation message displays indicating the termination has been submitted for approval.

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Step Action24. A notification appears in the Worklist region on the Home page detailing the

routing for the Termination transaction.

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Step Action25. The Notification window displays.

This page shows that the termination has been forwarded for approval.


26. Once the hierarchy of approvers have reviewed and approved the termination, a notification will display in the Worklist region showing the status of the termination procedure.


- Processing an employee termination

End of Procedure.

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Process a Promotion - DemotionLearning Objective: In this topic, you will learn how to process a Promotion or a Demotion.

Use the Worker Status Change window to enter and maintain assignment information for employees. This includes processing promotions and demotions.

Note: You can only promote or demote a person within the same department hierarchy.


Process a promotion-demotion.

Procedure


- Processing a Promotion/Demotion


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To process a promotion or demotion, click the CCG HR Self Service, Cook County BG link.

2. To process a promotion or demotion, click the Promotions/Demotions link.

Step Action3. The Promotions/Demotions: People in Hierarchy window displays.

The list of your direct reports are shown.

You may need to search for the specific employee to promote or demote.

At the top of the page, click in the Name field.

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Step Action4. Enter all or a portion of the employee's last name into the Name field.

5. To execute the search, click the Go button.

6. A list of employees whose last name matches the search criteria displays.

Select the employee to be promoted or demoted from the displayed list.

7. Click the Action button of the selected employee to initiate the process.

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Step Action8. The Worker Status Change: Effective Date Options window displays.

The Effective Date defaults to the current date.

Choose the correct effective date from the calender by selecting the Sunday of the next pay period so the effective date coincides with the payroll date.

9. Click the Continue button.

Step Action10. The Worker Status Change: Assignment window displays.

In the Assignment Status region, click the Change Reason drop down list.

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Step Action11. The Change Reason list of values displays.

Select the correct action from the displayed list:Promotion for a promotionDemotion for a demotion

12. To action the the promotion/demotion to a different department, update the Department region.

Click in the Department Name field.

13. Click the X at the end of the Department Name field to clear the field.

14. Next click anywhere on the page to refresh the screen and clear any additional fields.

15. Search for the new position that the employee is moving to. This position must be a vacant position.

Execute the search by entering all or a portion of the new position number into the Position Name field.

16. Select the position that displays.

17. A Warning message displays.

Accept the default values of the new position by clicking the Yes button.

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Step Action18. The default values of the new position will now display. Verify the Department

Name, Job Title and Position Name for accuracy.

19. Click the in the Grade Ladder field and clear this field.

20. Enter the appropriate Grade Ladder information into the Grade Ladder field.

21. Select the correct Grade Ladder from the displayed list.

22. Click the Ceiling Point list.

23. The Ceiling Point list of values displays.

Select the top ceiling point from the displayed list of values.

24. Enter the appropriate information into the Grade Point field.

In this example, enter "%" to search for a grade point.

25. Click the Search: Grade Point button.

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Step Action26. The Search and Select: Grade Point search page displays.

Select the correct Grade Point from the displayed list of values.

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Step Action27. Click the Step Reason drop down list.

28. The Step Reason list of values displays.

Select the correct Step Reason from the displayed list:Promotion for a promotionDemotion for a demotion

29. In the People Group region as well as in the Statutory Information region these fields default with information relating to the employee.

These fields can be updated, if necessary.

30. In the Other Assignment Information region, enter the appropriate new check route code for the employee into the Check Route Code field.

31. Select the correct check route code.

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Step Action32. To proceed with the promotion/demotion, click the Next button.

33. A Warning message regarding the employee's compensation displays at the top of the page.

Click the Next button to continue.

34. A new Warning message regarding the salary displays.

Click the Next button to continue.

Step Action35. The Worker Status Change: Change Location window displays.

Verify that the Location reflects the new department location.


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Step Action36. The Worker Status Change: Work Schedule window displays.

Verify that the correct Timecard Approver is identified.

37. Click the X in the Timecard Approver field to clear the field and enter a new timecard approver if the wrong approver has been entered.

38. Enter the new timecard approver into the Timecard Approver field.

39. Select the correct Timecard Approver from the displayed list.

40. To proceed with the promotion/demotion, click the Next button.

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Step Action41. The Worker Status Change: Select A Pay Action window displays.

The employee's pay history displays in the Employee Pay History region.


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Step Action42. The Worker Status Change: Change Manager window displays.

Verify that the correct manager has been identified in the Manager field.

Click in the Manager field.

43. Click the X in the Manager field to clear the field if the incorrect manager been entered.

44. Enter all or a portion of the new manager's name into the Manager field to search for the correct manager.

45. Select the correct Manager from the displayed list.

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Step Action46. If the employee being promoted or demoted has new direct reports, they can be

assigned on this page too.

To assign new direct reports to this employee, click in the New Direct Report field.

47. Enter the all or a portion of the direct reports name into the New Direct Report field.

48. Select the employees who report to this individual from the displayed list.

49. To proceed, click the Next button.

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Step Action50. The Worker Status Change: Special Information window displays.

If any of the sections are not a requirement, ignore these fields and proceed.


Step Action51. The Worker Status Change: Review window displays.

Scroll down the Review page to validate the changes.

Click the Scrollbar.52. Scroll down to review the next region.

Click the Scrollbar.53. The Approvers region displays the list of approvers listed by Order No.

Once you have completed your review, click the Submit button to proceed with the promotion/demotion.

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Step Action54. A Confirmation message displays stating that your changes have been

submitted for approval.

Click the Home button.

Step Action55. The Home page displays.

A notification in the Worklist region indicates that the status change has been forwarded for approval.

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Step Action56. The CCG Worker Status Change notification window displays.

In the Action History region, the sequence of actions is displayed.



- Processing a promotion/demotionEnd of Procedure.

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HRSS Add an AttachmentLearning Objective: In this topic, you will learn how to add an attachment in HR Self Service.

Use the Attachments feature in Oracle to link text or other files to an HR Self Service transaction record.


Add an attachment in HR Self Service

Procedure


- Adding an attachment to an HRSS transaction

Estimated time to complete this topic is: 1 minute

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Step Action1. Each of the HRSS transactions allows users to attach additional

supporting/required documentation for the transaction.

To add an attachment, in the Additional Information region, click the Add button.

2. The Add Attachment window displays.

From this page is where you would attach anyrequired and/or supporting documents for an HRSS transaction.

Attachment Summary- Give a title for your attachment- Add a description of the attachment

Define AttachmentSelect the attachment Type:- File - Specify a file name to upload. Use the Browse button to locate the file- URL - Enter the URL for a Web page- Short Text - Enter text that is less than 2000 characters- Long Text - Enter text that is more than 2000 characters

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Step Action3. In the Attachment Summary Information region, click in the Title field.

4. Enter an appropriate title for the attachment into the Title field.

In this example, enter "HRSS Attachment".

5. Click in the Description field.

6. Enter an appropriate description of the attachment into the Description field.

In this example, enter "Supporting documentation".

7. In this example, add a file attachment.

In the Define Attachment region, click the Browse button for the File type.

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Step Action8. The Choose File to Upload window displays.

Select a file or search within a file folder.

In this example, double-click the Attachments folder.

9. Select the appropriate file.

In this example, click the HRSS Transaction Justification.docx list item.

10. Click the Open button.

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Step Action11. The file is now selected.

To apply the attachment to this transaction, click the Apply button.

12. A Confirmation message displays at the top of the page.

The attachment will become committed once you have submitted the transaction for approval.

From here you continue the transaction by submitting the transaction.


- Adding an attachment to an HRSS transactionEnd of Procedure.

HR Processor

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Navigate People Form EssentialsLearning Objective : In this topic you will learn how to navigate the people form and enter / review all the information.


Navigate to the people form.

Search for an employee record.

Enter extra information, review salary information etc

Procedure


- Navigate People form Essentials.


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Step Action1. After logging on with your username and password, click CCG HR Processor

responsibility and navigate to forms.

The Navigator window is displays

Double-click the People list item to view more options.

2. Double-click the Enter and Maintain list item.

3. The Decision window is displayed.

Click the No button to keep the effective date.

4. The Find Person form is displayed.

Use this form to find an employee using the various search criteria.

5. Enter the appropriate name into the Full Name field.


7. The Find People window is displayed.

All the matched names are displayed. Select the appropriate name from the list.


9. The People window is displayed.

Use the People form to enter, maintain, and view basic personal information and addresses for employees. For your employees, you can also enter work assignment information, which includes organization, job, position, work location, and supervisor's name.

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Step Action10. The Employment tab is displayed.

You can enter information regarding I-9 Status / Expiration and all other details as needed.

11. The Office Details tab is displayed.

The office details can be entered in this tab.Note: Email id will be auto populated in this field.

12. The Applicant tab is displayed.

Enter all necessary information in this form.

13. The Rehire tab is displayed.

This tab will provide information if the employee is eligible for rehire.

14. The Other tab is displayed.

Use this form to enter employees student and military details.

15. The Benefits tab is displayed.

The focus on this tab is the Adjusted Service Date field.

Note: The adjusted service date will adjust based on an employee's inactive working status at the County. For example, if an employee has a 6-month period of absence, the date in this field will adjust based upon their return to employment.

16. Click the Address button to review address details. You may need to enter a new address.

17. The Address window is displayed.

Review the address details, make changes if needed.

18. Click the Close button.

19. Click the Special Info button.

20. The Special Information window is displayed.

You can enter special information about the employee in this window.

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Step Action21. Click the Close button.

22. Click the End Employment button.

23. The Terminate window is displayed.

This form is used to enter all Final Process date of an employee before rehiring, Reverse Termination of an employee.

If the employee is terminated, you can review the dates of termination and the reason.


25. Click the Others... button.

26. The Navigation Options window is displayed.

You can select any of the options to enter information.

Click the Cancel button.

27. Click the Assignment button to view assignment details.

28. The Assignment window is displayed.

The employees current assignment information is displayed.

If the employee is getting transferred, the position needs to be changed in this form.

29. The Salary Information tab is displayed.

The employees salary basis information is displayed.

30. Click in the Descriptive Flex field (DFF) field to view more options.

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Step Action31. The Additional Assignment Details window is displayed.

The Check Route Code can be entered or changed in this window.


32. The Supervisor tab is displayed.

The employees supervisor information is displayed. If there is a change to the supervisor, you can change it in this tab.

33. The Probation & Notice Period tab is displayed.

If the employee is on probation or notice period, you can review or enter that information.

34. The Standard Conditions tab is displayed.

Based on the selected position, the following fields are auto populated: 1) Working Hours 2) Frequency and 3) Normal Time

35. The Statutory Information tab is displayed.

This tab gives you option to enter employee's Time card approver, Shift and Season Worker information.

36. Click the More options arrow button.

37. All the available options are displayed.

Click the Grade Ladder menu.

38. The Grade Ladder tab is displayed.

The Grade Ladder information for the employee is displayed.



Select the Purchase Order Information menu.

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Step Action41. The Purchase Order Information tab is displayed.

This tab displays the Chart of Account information.



Click the Bargaining Unit menu.

44. The Bargaining Unit tab is displayed.

This is the union code information for the employee.

45. Click the Salary button to view salary details and add salary change.

46. The Salary page is displayed.

You can view the salary details in this page.

You can also Add New Salary in this page.

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Step Action47. Click the Close Window link to return to the Java form.

Step Action48. Click the Grade Step button.

49. The Grade Step Placement window is displayed.

The employees grade, pay scale information is displayed.


51. Click the Extra Information button.

52. The Extra Assignment Information window is displayed.

You can enter the CC Time Information in this window.

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56. The Navigator window is displayed.

To switch between responsibilities, click the Switch Responsibility... (Top Hat) button.

57. The Responsibilities window is displayed.

Use this window to select which responsibility to be opened.

58. Click the Cancel button.

59. Navigation shortcuts to your most frequently used forms can be saved in the Top Ten List in the right-hand side of the window.

The Top Ten List lets you go directly to a form by typing its number or double-clicking its name and avoid navigating the entire menu on the left.

In this example, double-click the Salary Management list item.

60. Click the Add to List button.

61. The Salary Management task is now displayed in the Top Ten List.

Click the Delete Personal Records list item.

62. Click the Add to List button.

63. The menu items are now listed in the Top Ten List.

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- Navigate People form Essentials.End of Procedure.

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Process an Intra- Departmental TransferLearning Objective : In this topic you will learn how to process an intra-departmental transfer.


Navigate to the Person form.


Enter new organization, position, and reason.

Procedure


- Processing an Inter- Departmental Transfer.

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To process an Inter- Departmental-departmental transfer,click the CCG HR Processor, Cook County BG link.

2. Click the People link.

3. You can use the ‘Enter and Maintain’ link to access the people form used to create and maintain: Employee, Applicant and Contingent Worker records.

You can also access this form to enter and maintain assignment, salary and other employee information.

Click the Enter and Maintain link.

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Step Action4. The effective date Decision window is displayed.

Select the Yes/No button to make changes or retain the effective date.

5. The Find Person window is displayed.

Use this window to search for the person whom you will transfer. To search for the person you can use their Full Name or Employee Number.

Click in the Number field.

6. Enter the desired employee number into the Number field to search for the employee.


8. The People form is displayed with the details of the person searched for.

Click the Assignment button to view assignment details.


To assign a new Organization to the employee, delete the current organization by pressing [Delete] on your keyboard.

10. Click in the Job field.

11. The Choose an option window is displayed.

Click the Update button.

12. Current Job is highlighted, press [Delete] on your keyboard.


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Step Action14. Click the [Delete] button on your keyboard.


16. Click the [Delete] button on your keyboard.

17. Click in the Position field.

18. Click the Position List of Values (LOV) button to view more position options.

19. The Positions window is displayed.

Enter the appropriate position into the Find field.


21. The available position is displayed

Select the correct position and click the OK button.

22. The Decision window is displayed, providing options to accept the default options for this position or not.

Click the Yes button to accept the default values for this position.

23. The new position will populate and add default data into the Organization, Job, Payroll and Grade field.

Click the Save button.

24. The Caution window is displayed.

Click the OK button to accept the standard conditions for the new position.

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Step Action25. Another Caution window is displayed.

Click the OK button to accept the location associated with this new position.

26. Another Caution window is displayed.

Click the OK button to accept any associated Element Entries for this position.

27. Click the Supervisor tab.

Step Action28. The Supervisor tab shows the current supervisor for this employee.

After selecting the Name field, click the [Delete] button on your keyboard to remove the current supervisor's name from the name field.

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Step Action29. The Choose an Option window is displayed.


30. Click in the Worker Number field.

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Step Action31. Click the [Delete] button on your keyboard to remove the current number in the

Worker Number field.

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33. Based on the Inter- Department transfer policy you need to enter the new Supervisor for the employee.

Click in the Name field.

34. Click the Name field List of Values (LOV) button to search for the new Supervisor.

35. The Supervisor window is displayed.

Enter in the name of the desired Supervisor into the Find field.


37. A list of Supervisor's with a name that matches your search is displayed.

Select the correct supervisor from the displayed list.

38. The Supervisor's name and Worker Number will populate.


39. Based on the Inter- Department-department transfer, a reason for the transfer needs to be captured in the system.

Click the More options arrow button.


Click the Miscellaneous menu.

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Step Action41. The Miscellaneous tab is displayed.

Click in the Reason field.

42. Click the Reason List of Values (LOV) button to view more options.

43. The Reasons window is displayed showing all the available reason list of values.

Select the relevant reason from the displayed list.

In this example, click Transfer.


45. Click the Save button.




- Processing an Inter- Departmental Transfer.End of Procedure.

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Assign Leave of AbsenceLearning Objective : In this topic you will learn how to assign a leave of absence to an employee.

Oracle HRMS provides a convenient way to maintain information about various absence types. Employees take paid or unpaid time off from work for a variety of purposes, such as illness or injury, vacation, labor or trade union representation and professional activities. Maintaining information on employee absences for reporting and analysis is an important aspect of human resource management.


Search for an employee.

Access the assignment record.

Change the status and assign reason.

Procedure


- Assigning Leave of Absence

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To assign leave of absence to an employee, click the CCG HR Processor, Cook County BG link.





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Use this window to search for the person whom you will put on leave. To search for the person you can use their Full Name or Employee Number.Click in the Number field.





Click the Assignment button.


The current status is "Active Assignment"

Click in the Status field.

10. Click the Status List of Values (LOV) button to view more options.

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Step Action11. The Statuses window is displayed.

All the available options are displayed. Select the appropriate status from the list.

Click the Personal Group, this is the first step in placing the employee on a leave of absence.


13. The Choose an Option window is displayed.




16. The Grades window is displayed.

Click in the Find field and enter the appropriate grade.


18. Double-click the LOA list item.

19. Click the more options Arrow button.


Select the Miscellaneous option from the list.

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Step Action21. The Miscellaneous tab is displayed.



23. The Reasons window is displayed showing all the available reason list of values.

Select the relevant reason from the displayed list.

In this example, click Leave of Absence.






- Assigning Leave of Absence.End of Procedure.

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Return From Leave of AbsenceLearning Objective : In this topic you will learn how to return an employee to work from a leave of absence.

Employees take paid or unpaid time off from work for a variety of purposes, such as illness, injury, vacation, labor, trade union representation and professional activities. When an employee completes a leave of absence and is ready to return to work, the employee's work assignment dates, status and other applicable fields should be updated.


Search for an employee.

Access the assignment record.

Change the status and assign reason.

Procedure


- Returning From Leave of Absence.

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To assign return from leave of absence to an employee, click the CCG HR Processor, Cook County BG link.





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Use this window to search for a person. To search you can use their Full Name or Employee Number.





Click in the Status field.

9. Click the Status List of Values (LOV) button to view more options.

10. The Statuses list of values window is displayed.

All the available options are displayed.

To return an employee from leave of absence select the Active Assignment option from the displayed list. By selecting this value, the employee will return to an active work status.

In this example, double-click the Active Assignment option.

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Choose between Update and Correction.



14. The Grades window is displayed.

Click in the Find field and enter the appropriate grade.


16. Double-click the PN2-A1111 list item.

17. Click the more options Arrow button.



19. The Miscellaneous tab is displayed.



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Step Action21. The Reason list of values window is displayed

Select the appropriate reason from the list.






- Returning From Leave of Absence.End of Procedure.

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Process an Assignment Change that Occurred on an Earlier DateLearning Objective : In this topic you will learn how to process a retroactive change to the assignment.

You can perform an action on a person retroactively by choosing a past effective date. The application treats changes to the person's record subsequent to your effective date as future-dated actions.




Enter a past date.

Enter changes to the assignment.

Procedure


- Processing an Assignment Change Retroactively.

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To process a retroactive assignment change, click the CCG HR Processor, Cook County BG link.





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5. The Alter Effective Date window is displayed.

To select the correct date, click the Effective Date List of Values button to view a calendar.

6. The Calendar is displayed.

Select the correct month and year using the Up and Down arrows.

7. After choosing the month, select the appropriate Date from the calendar.


9. Then click the OK button to accept the changed date.



11. After entering the Full name or Employee Number click the Find button.



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Step Action13. The Assignment window is displayed.

You can make changes to this person's assignment record. Since the effective date is now in the past the change be retroactive.

14. Click in the Descriptive Flex field (DFF) field to view the check route code.

15. The Additional Assignment Details window is displayed.

This page displays the Check Route Code.

Click the Check Route Code List of Values (LOV) button to view more options.

16. The Check Route Code list of values window is displayed.

All the available check route codes are displayed. Select the appropriate code from the list.


18. Click the OK button to accept the new check route code.

19. When you update date tracked information, you are prompted to choose between Update and Correction.

If you choose Update, Oracle HRMS changes the record as from your effective date, but preserves the previous information.

If you choose Correction, Oracle HRMS overrides the previous information with your new changes. The start and end dates of the snapshot you have corrected remain the same.

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Click the more options Arrow button.





24. Click the Reason List of Values (LOV) button to view more options

25. The Reasons list of values window is displayed.

All the reasons are listed. Select the appropriate reason from the list.


27. Click the Save button save the changes made.



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- Processing a Retroactive Assignment Change.End of Procedure.

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View People By AssignmentsLearning Objective: In this topic, you will learn how to search for people by assignment and export the data to an Excel spreadsheet. Upon completion of this topic, you will be able to: Navigate to the List People by Assignment form. Search for people by an organization and grade Export the data into an Excel spreadsheet.

Procedure


- Viewing People by their Assignments


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To view people by their assignment, click your valid HR responsibility link.

In this example, click the CCG HR Processor, Cook County BG link.

2. The View functionality is where you view and list people by their assignments or special information.

Click the View link.

3. Click the List link.

4. Click the People by Assignment link.

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Step Action5. The List People by Assignment window is displayed. You have the option to

list people by assignment based on your search criteria.

You can search by any of the fields listed on the form. In this example, we will begin our search with the organization.

Click the Organization button.

6. The Organization window is displayed.

Enter the appropriate number into the Find field.

In this example, enter "4897%".7. Click the Find button.

8. The desired organization appears in the name region of the Organization window.


9. As soon as the Organization is entered, the cursor moves into the People Group field and the CC People Group window appears. In this example, we will search only by Organization and Grade.

Click the Cancel button to close the CC People Group window.

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Step Action10. Click in the Grade field to search for a specific grade.

11. Enter the appropriate number into the Grade field.


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13. The List of People within the specified Organization and Grade is displayed.

14. Click the Maximize button to expand the List People by Assignment window to review the search results.

15. Use the Scrollbar to view the additional columns.

16. You have the ability to export your search results to an Excel spreadsheet.

Click File from the Menu.

17. Click the Export menu option.

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Step Action18. An Opening .XLS.file name window is displayed. You have the option to

rename the file and save it to your desired file location on your desktop or you can accept the default option and open the exported data file in Excel.

In this example, click the OK button to open the file directly in Excel.

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Step Action19. A Microsoft Excel window is displayed confirming that you want to open the

file.

Click the Yes button.

20. The excel spreadsheet with the exported data from Oracle is displayed.

Note: The excel file is opened as a Read-Only file. You have the ability to rename the file and save it to your desktop.

In this example, we will not save the file.

Click the Close button to close the Microsoft Excel window and return to Oracle.


- View People by AssignmentsEnd of Procedure.

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Enter Assignment Extra Information for CC TimeLearning Objective : In this topic you will learn how to enter supplemental information regarding an employee’s assignment such as time reporting method and accrual eligibility.




Enter the CC time reporting type for an employee.

Enter accrual eligibility for an employee.

Enter visual enhancement detail for an employee.

Procedure


- Entering Extra Information for an Assignment.

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To enter extra information on an assignment click the CCG HR Processor, Cook County BG link.

2. Click the FastPath link.

3. The Assignment Extra Information functionality is where you record supplemental information regarding an employee’s assignment such as time reporting method and accrual eligibility.

Click the Assignment Extra Information link.

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Step Action4. The Find Person form is displayed.



6. The Extra Assignment Information form is displayed.

Select the CC Time Information EIT (Extra Information Type) and click in the Details field.

7. The Extra Assignment Information window is displayed.

Enter all the appropriate extra information in this form.

Note: CCG Populate fields 1 through 7, the remaining fields are related to the hospitals (CCHHS).

8. Click the IVR Clock LOV button to view more options.

9. The IVR Clock window is displayed.



11. Click the IVR Absence LOV button to view more options.

12. The IVR Absence form is displayed.



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Step Action14. Click the Visually Enhanced LOV button to view more options.

15. The Visually Enhanced form is displayed.


16. Click the Active CC Time LOV button to view more options.

17. The Active CC Time form is displayed.



19. Click the Accrual Eligible LOV button to view more options.

20. The Accrual Eligible form is displayed.



22. Once you enter all the appropriate extra information, click the OK button.

23. Note: The Details field is now populated.


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- Entering Extra Information for an Assignment.End of Procedure.

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Process an Exempt Salary ChangeLearning Objective : In this topic you will learn how to change existing salary information.

You can use the Salary Administration window to enter a salary amount for a new employee, to propose a salary change for a current employee or to approve a salary proposal.


Access Salary details and review details.

Make salary changes.

Procedure


- Entering a Salary Change.

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To enter a salary change click the CCG HR Processor, Cook County BG link.





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6. Click the Find button to find the person.




Click the Salary button to view salary details and add the salary change.



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Step Action10. Click the Add New Salary button to make any change to the salary.

11. In the New Salary section, click the Calendar icon on the From field to select an appropriate effective date.


Select the appropriate date from the calendar. You can also change the month and year using the drop down buttons or the arrow (< >) links.

13. Enter the new salary into the New Salary field.

14. You can also enter a new salary by entering a Change Amount or Change% and the system calculate the new salary.

15. After entering the new salary, click the Status drop down button to change the status of the new salary entered.

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Step Action16. The status list of values shows a status of proposed or approved, select the

appropriate option from the list.

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Step Action17. Click the Reason for Change drop down button to select the reason for the

salary change.

18. The Reason for Change list of values is displayed.

Select the appropriate reason from the displayed list.

19. Click the Apply button to save the changes.

20. Note: A Confirmation message is displayed.

Click the Close Window link to return to the Java form.

21. Click the OK button to close the window.

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Step Action22. Click the Close button after entering the salary changes.



- Entering Salary Change.End of Procedure.

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Process a Hourly Employee Salary ChangeLearning Objective : In this topic you will learn how to change existing salary information for a hourly employee.


Access grade step and change it.

Procedure


- Entering a Salary Change for a Hourly Employee.



To enter a salary change click the CCG HR Processor, Cook County BG link.

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Step Action2. Click the People link.






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6. Click the Find button to find the person.




Click the Grade Step button to view salary details and add salary change.

9. The Grade Step Placement window is displayed.

Click the Point List of Values (LOV) button to view Grade Point steps options.

10. The Spinal Points window is displayed.

All the available steps are displayed.

Select the appropriate point from the list.




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Step Action13. Click the Save button to save the changes made.




- Entering Salary Change for an Union Employee.End of Procedure.

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Enter Employee Special InformationLearning Objective : In this topic you will learn how to navigate to the Person Form and record special skills and qualifications held by employees.


Navigate to the Person Form.

Search and find a Person Record.

Enter an additional language for the selected person.

Enter the language proficiency for the selected person.

Procedure


- Entering Employee Special Information.

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To enter employee special information click the CCG HR Processor, Cook County BG link.

2. Click the FastPath link.

3. The Special Information function allows you to record unique qualifications such as the ability to speak other languages.

Click the Special Information link.



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6. The Special Information form is displayed.

This form shows special information for the employee such as:- ACA Reporting- ADA Disabilities- CCG Health and Welfare Data

7. Click the Scrollbar to view more options.

8. To make changed to the special information, select the appropriate option from the list.

9. Click in the Detail field to make changes.

10. The CCG Language Skills form is displayed.

Click the Language Identifier LOV button to view more options.

11. Enter the appropriate information into the Partial Value field.


13. Click the Language Proficiency Level LOV button.

14. The Language Proficiency Level list of values form is displayed.


In this example, double click the G Proficient option.


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Step Action16. Click the Save button after all the details are entered.



- Entering Employee Special Information.End of Procedure.

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Enter Person Extra Information for Emergency ContactLearning Objective : In this topic you will learn how to access the Person Extra Information form and enter emergency contact information on an employee’s record.


Search and find an employee’s record.

Enter emergency contact detail for the employee.

Select the relationship of the emergency contact to the employee.

Procedure


- Entering a Person's Extra Information.

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To enter a person's extra information click the CCG HR Processor, Cook County BG link.

2. Click the Fast Path link.

3. Click the Person Extra Information link.




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Step Action6. The Extra Person Information form is displayed.

All the available types are displayed. Select the appropriate type to be entered from the displayed list.

7. Click in the Details field.

8. The Edit Person Information form is displayed.

Enter all the appropriate information in the fields displayed.

9. Click in the Last Name field.

10. Enter the emergency contact's last name into the Last Name field.

11. Click in the Relationship Type field.

12. Click the Relationship Type LOV button to view more options.

13. The Relationship Type form is displayed.

All the available relationship options are displayed. Select the appropriate relationship type from the list.


15. Enter the relevant relationship start date into the Start Date field.

16. Enter the appropriate address information into the Address field.

17. Click in the Phone Type field.

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Step Action18. Click the Phone Type LOV button to view more options.

19. The Phone Type form is displayed.

Select the appropriate type of phone from the list of available phone types.


21. Click in the Phone Number field.

22. Enter the appropriate phone number into the Phone Number field.

In this example, enter "456-076-2345".





- Entering a Person's Extra Information.End of Procedure.

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Run HR ReportLearning Objective : In this topic you will learn how to run report. Upon completion of this topic you will be able to: Run a report and view output.

Procedure


- Running a Report



To run an HR Processor report, click the CCG HR Processor, Cook County BG link.

2. Click the Processes and Reports link.

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Step Action3. Click the Submit Processes and Reports link.

4. The Submit a New Request window is displayed.

You can submit a Single Request or a Request Set depending on the report needs.

Step Action5. The Single Request option is selected by default.


6. The Submit Request window is displayed.

Click the Name List Of Values (LOV) button to view available reports.

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Step Action7. The Reports window is displayed.

All the available reports are displayed.

To execute the report select the appropriate report from the list.


9. The Parameters window is displayed.

Enter all the necessary parameters as needed.

Click the Organization LOV button to view the organization selections.

10. The Organization list of values window is displayed.

Select the appropriate organization from the list.


12. Click the Office LOV button to view office options.

13. The Office list of values window is displayed.

Select the appropriate office from the list.


15. Click the Absence Type LOV button to view more option.

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Step Action16. The Absence Type list of values window is displayed.

Select the appropriate absence type option from the list.



19. Click the Submit button to execute the report.


Click the No button if you don't need to run another report.

21. The Navigator window is displayed.

Click the View menu link to view the report output.

22. Click the Requests menu.

23. The Find Requests window is displayed.

Note: You can use the other parameters to find a particular request.

Click the Find button to find the request you executed.

24. The Requests window is displayed.

All the requests you executed are listed below, the last one being the first on the list.

The report Phase and Status shows the performance of the report.

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Step Action25. Once the report phase changes to Completed it is ready for you to view the

output.

Click the View Output button to view the report results.

26. The Report output is displayed in a web page for you to view.


- Running ReportEnd of Procedure.

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Rehire an Ex-employeeLearning Objective : In this topic you will learn how to rehire an Ex-employee-employee.




Navigate through the People form and enter relevant information.

Access Address form.

Enter new assignment, salary details.

Procedure


- Rehiring an Ex-employee.

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To rehire an ex-employee, click the CCG HR Processor, Cook County BG link.





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Use this window to search for the person whom you will transfer. To search for the person you can use their Full Name or Employee Number.

Click in the Number field.




Before beginning the rehire process, click the End Employment button to review the Final Process date field.

9. Review the Final Process field.

If there is already a date in the field, proceed to next step. If not, a date needs to be entered to prevent any actions against this person.

Click in the Final Process field.

10. Click the Final Process LOV button.

11. Note: For the Final Process date, enter a date that is at least 1 day prior to the rehire date.

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14. The Caution window is displayed stating that the element entry information has been changed.

Click the OK button to continue.

15. The People form is displayed.

Click the Action field drop down to view more options.

16. Click the Create Employment list item.

17. The Person Types window is displayed.

Select the appropriate employment type from the displayed list.

18. Click the Personal tab.



20. The Personal tab is displayed.

Review the information on this tab, make change if needed.

21. Click the Employment tab.

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Step Action22. The Employment tab is displayed.

The Latest Start Date should show in the bottom right of the screen. This is the Rehire Date for this employee.

Click in the I-9 Status field.

23. Click the I-9 Status List of Values (LOV) button to view more options.

24. The I-9 Status list of values window is displayed.

All the available statuses are displayed. Select the appropriate status from the list.

In this example, double-click No from the displayed list.

25. Click the Office Details tab.

26. The Office Details tab is displayed.

Note: Do not update the e-mail field manually. The E-mail field will be automatically populated through a nightly interface.

27. Click the Benefits tab.

28. The Benefits tab is displayed.

Use this tab to enter the Adjusted Service Date field.

Note: The adjusted service date will adjust based on an employee's inactive working status at the County. For example, if an employee has a 6-month period of absence, the date in this field will adjust based upon their return to employment.

29. Click the Adjusted Service Date List of Values button to view the calendar.

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Step Action30. The Calendar is displayed.

Select the appropriate date from the calendar.


32. Click the Save button to save all the changes.

33. Click in the Descriptive Flex field (DFF) field on the Benefits tab to enter more information.

34. The Additional Personal Details window is displayed.

If the employee had an old ID you can enter the appropriate ID into the Alternate Old Employee ID field, if needed.



Click the Correction button.


38. You may need to enter a new address for this employee.

Click the Address button to review address details.

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Step Action39. The Address window is displayed.

Review the address details, make changes if needed.

40. After entering the address information click the Save button.

Note: The Type is auto filled with the available option.


42. Click the Others button.

43. The Navigation Options window is displayed.

Click the Extra Information value


45. The Extra Person Information window is displayed.

Use this window to enter additional information such as:- Emergency Contacts- Ethnic Origin information

Click in the US Ethnic Origin field.

46. Click in the Details field.

47. The Extra Person Information window is displayed.

Select the correct ethnic information on the displayed form.

48. Click the List of Values button to view more options.

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Step Action49. Select the Yes or No value from the displayed list.





54. Click the Assignment button to view assignment details.


To assign a new Organization to the employee, select the current organization and press [Delete] on your keyboard.

56. Click in the Position field.


Select either the Update or Correction option.

58. Click the Position List of Values (LOV) button to view more options.

59. Enter the appropriate position into the Find field.


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Step Action61. The searched position is displayed and selected by default.



Click the Yes button to accept the default values for this position.

63. Note: all the fields are auto populated based on the position selected.

64. Click in the Group field.

65. The CC People Group is displayed.

Click the Union List of Values button to view more options.

66. The Union window is displayed.

All the available Union options are displayed. Select the appropriate code from the list.


68. Click the Union Dues Deduction Code List of Values (LOV) button to view more options.

69. The Union Dues Deduction Code list of values window is displayed.

Select the correct Union Dues deduction code from the displayed list.

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Step Action70. Click the Pension Group List of Values (LOV) button to view more details.

71. The Pension Group list of values window is displayed.

All the available groups are displayed. Select the appropriate group from the list.


73. Click the Benefits Eligible List of Values (LOV) button to view more options.

74. The Benefits Eligible list of values window is displayed.

Select the appropriate eligibility from the list.



77. Click in the Assignment Category field.

78. Click the Assignment Category List of Values (LOV) button to view more options.

79. The Assignment Categories window is displayed.

All the available categories are displayed. Select the correct category from the displayed list.

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Step Action80. Click the Supervisor tab.

81. The Supervisor tab is displayed.

Click the Name List of Values (LOV) button to view more options.

82. The Supervisor window is displayed.


83. Enter the appropriate supervisor name into the Find field.

In this example, enter "%pointer".84. Click the Find button.

85. The searched name is displayed. Select the name from the displayed list.

86. Click the Statutory Information tab.

87. The Statutory Information tab is displayed.

Click in the Statutory Information field.

88. The GRE and other data window is displayed.

Click the Government Reporting Entity LOV button to view more options.

89. The Government Reporting Entity list of values window is displayed.

Select the correct GRE from the displayed list

90. Click the Timecard Approver List of Values (LOV) button to view more options.

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Step Action91. The Timecard Approver list of values window is displayed.

Enter the appropriate timecard approvers name into the Find field.


93. Click the Timecard Required List of Values (LOV) button to view more options.

94. Select the appropriate timecard required options from the displayed list.

95. Click the Shift List of Values (LOV) button to view more options.

96. Select the appropriate shift option from the displayed list.

97. Click the Seasonal Worker List of Values (LOV) button to view more options.

98. Select the appropriate seasonal worker selection option from the displayed list.





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Step Action102. Enter the appropriate reason into the Find field.


104. All the matched reasons are displayed.


Click Rehire.




Click the Standard Conditions menu.

108. The Standard Conditions tab is displayed.

Based on the selected position, the following fields are auto populated:1) Working Hours2) Frequency and3) Normal Time

109. Click the More Options arrow button.

110. Select the Purchase Order Information menu.

111. The Purchase Order Information tab is displayed.

Click the Ledger List of Values (LOV) button to view more options.

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Step Action112. The Set of Books list of values window is displayed.

All the available options are listed, select the appropriate option from the list.


114. The Cook_Cnty_Coa window is displayed.

Enter the correct chart of accounts string for this rehire.

Click the Fund List of Values button.

115. The Fund window is displayed.

All the available fund accounts are displayed. Select the appropriate account from the list.


117. Click the Office List of Values button.

118. Select the appropriate office option from the displayed list.

119. Click the Program List of Values button.

120. Select the appropriate program from the list.

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122. Click the Object Account List of Values button.

123. Select the appropriate option from the list.

124. Click the Inter fund List of Values button.

125. Select the correct Inter fund option from the displayed list.

126. Click the Future List of Values button.



129. The Caution window is displayed.

Click the OK button to accept the standard conditions.

130. Click the Salary button to view salary details and add salary change.



You can also Add New Salary in this page.

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Step Action132. Click the Add New Salary button to add change to the salary.

133. Click the Calendar icon to select an appropriate effective date.


Select the appropriate date from the calendar. You can also change the month and year from the above drop down or the arrow (< >) on either sides.

Click the Choose month list.

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Step Action135. Select the correct month from the displayed list.

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Step Action136. Select the correct date from the calendar

137. Enter the appropriate salary into the New Salary field.

138. Click the Reason for Change drop down button to view options.

Step Action139. All the available reasons are listed.


Click the Rehire option.

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Step Action140. Click the Apply button to save the changes.

141. Note: Confirmation message is displayed.

Click the Close Window link to return to the Java form.


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Step Action143. The Assignment window is displayed.

Click in the Descriptive Flex field (DFF) field to view more options.

144. The Additional Assignment Details window is displayed.

Click the Check Route Code List of Values (LOV) button to view more options.

145. The Check Route Code window is displayed.

All the available codes are displayed. Select the appropriate code from the list.



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Step Action148. The Choose an option window is displayed.

Click the Correction button.





- Rehiring an Ex-employee.End of Procedure.

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