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HR ProcessorCreated on 4/26/2018 9:31:00 PM
Training Guide
Table of ContentsHR Processor...................................................................................................................1
Navigate People Form Essentials...............................................................................2Process an Intra- Departmental Transfer.................................................................10Assign Leave of Absence..........................................................................................19Return From Leave of Absence................................................................................24Process an Assignment Change that Occurred on an Earlier Date......................29View People By Assignments...................................................................................34Enter Assignment Extra Information for CC Time..................................................41Process an Exempt Salary Change..........................................................................46Process a Hourly Employee Salary Change............................................................53Enter Employee Special Information........................................................................57Enter Person Extra Information for Emergency Contact.......................................61Run HR Report............................................................................................................65Rehire an Ex-employee..............................................................................................70
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HR Processor
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Training Guide
Navigate People Form EssentialsLearning Objective : In this topic you will learn how to navigate the people form and enter / review all the information.
Upon completion of this topic you will be able to:
Navigate to the people form.
Search for an employee record.
Enter extra information, review salary information etc
Procedure
This topic will cover:
- Navigate People form Essentials.
Time to complete: 10 minutes
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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.
6. Click the Find button.
7. The Find People window is displayed.
All the matched names are displayed. Select the appropriate name from the list.
8. Click the OK button.
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.
24. Click the Close button.
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.
Click the OK button.
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.
39. Click the More options arrow button.
40. All the available options are 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.
42. Click the More options arrow button.
43. All the available options are displayed.
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.
50. Click the Close button.
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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Step Action53. Click the Close button.
54. Click the Close button.
55. Click the Close button.
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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Step Action64. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Navigate to the Person form.
Search for an employee record.
Enter new organization, position, and reason.
Procedure
This topic will cover:
- Processing an Inter- Departmental Transfer.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
7. Click the Find button.
8. The People form is displayed with the details of the person searched for.
Click the Assignment button to view assignment details.
9. The Assignment window is displayed.
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.
13. Click in the Grade field.
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Step Action14. Click the [Delete] button on your keyboard.
15. Click in the Payroll field.
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.
20. Click the Find button to execute the search.
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.
Click the Update button.
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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Step Action32. The Choose an Option window is displayed.
Click the Update button.
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.
36. Click the Find button to execute the search.
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.
Click the Save button.
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.
40. All the available options are displayed.
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.
44. Click the OK button.
45. Click the Save button.
46. Click the Close button.
47. Click the Close button.
48. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Search for an employee.
Access the assignment record.
Change the status and assign reason.
Procedure
This topic will cover:
- Assigning Leave of Absence
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To assign leave of absence to an employee, 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 put on leave. 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.
In this example, enter "450828".
7. Click the Find button.
8. The People form is displayed with the details of the person searched for.
Click the Assignment button.
9. The Assignment window is displayed.
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.
12. Click the OK button.
13. The Choose an Option window is displayed.
Click the Update button.
14. Click in the Grade field.
15. Click the Grade List of Values (LOV) button to view more options.
16. The Grades window is displayed.
Click in the Find field and enter the appropriate grade.
17. Click the Find button.
18. Double-click the LOA list item.
19. Click the more options Arrow button.
20. All the available options are displayed.
Select the Miscellaneous option from the list.
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Step Action21. The Miscellaneous tab is displayed.
Click in the Reason field.
22. Click the Reason List of Values (LOV) button to view more options.
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.
24. Click the OK button.
25. Click the Save button.
26. Click the Close button.
27. Click the Close button.
28. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Search for an employee.
Access the assignment record.
Change the status and assign reason.
Procedure
This topic will cover:
- Returning From Leave of Absence.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To assign return from leave of absence to an employee, 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 form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
6. Click the Find button.
7. The People form is displayed with the details of the person searched for.
Click the Assignment button to view assignment details.
8. The Assignment window is displayed.
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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Step Action11. The Choose an Option window is displayed.
Choose between Update and Correction.
12. Click in the Grade field.
13. Click the Grade List of Values (LOV) button to view more options.
14. The Grades window is displayed.
Click in the Find field and enter the appropriate grade.
15. Click the Find button.
16. Double-click the PN2-A1111 list item.
17. Click the more options Arrow button.
18. All the available options are displayed.
Select the Miscellaneous option from the list.
19. The Miscellaneous tab is displayed.
Click in the Reason field.
20. Click the Reason List of Values (LOV) button to view more options.
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Step Action21. The Reason list of values window is displayed
Select the appropriate reason from the list.
22. Click the OK button.
23. Click the Save button.
24. Click the Close button.
25. Click the Close button.
26. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Navigate to the Person form.
Search for an employee record.
Enter a past date.
Enter changes to the assignment.
Procedure
This topic will cover:
- Processing an Assignment Change Retroactively.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To process a retroactive assignment change, 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 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.
8. Click the OK button.
9. Then click the OK button to accept the changed date.
10. The Find Person form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
11. After entering the Full name or Employee Number click the Find button.
12. The People form is displayed with the details of the person searched for.
Click the Assignment button to view assignment details.
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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.
17. Click the OK button.
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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Step Action20. The Choose an Option window is displayed.
Choose between Update and Correction.
21. The Assignment window is displayed.
Click the more options Arrow button.
22. All the available options are displayed.
Select the Miscellaneous option from the list.
23. The Miscellaneous tab is displayed.
Click in the Reason field.
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.
26. Click the OK button.
27. Click the Save button save the changes made.
28. Click the Close button.
29. Click the Close button.
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Step Action30. This topic covered:
- 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
This topic will cover:
- Viewing People by their Assignments
Time to complete: 5 minutes
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
Click the OK button.
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.
In this example, enter "24".
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Step Action12. Click the Find button.
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.
21. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Navigate to the Person form.
Search for an employee record.
Enter the CC time reporting type for an employee.
Enter accrual eligibility for an employee.
Enter visual enhancement detail for an employee.
Procedure
This topic will cover:
- Entering Extra Information for an Assignment.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
5. Click the Find button.
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.
Select the appropriate option from the list.
10. Click the OK button.
11. Click the IVR Absence LOV button to view more options.
12. The IVR Absence form is displayed.
Select the appropriate option from the list.
13. Click the OK button.
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Step Action14. Click the Visually Enhanced LOV button to view more options.
15. The Visually Enhanced form is displayed.
Select the appropriate option from the list.
16. Click the Active CC Time LOV button to view more options.
17. The Active CC Time form is displayed.
Select the appropriate option from the list.
18. Click the OK button.
19. Click the Accrual Eligible LOV button to view more options.
20. The Accrual Eligible form is displayed.
Select the appropriate option from the list.
21. Click the OK button.
22. Once you enter all the appropriate extra information, click the OK button.
23. Note: The Details field is now populated.
Click the Save button.
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Step Action24. Click the Close button.
25. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Access Salary details and review details.
Make salary changes.
Procedure
This topic will cover:
- Entering a Salary Change.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To enter a salary change 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 form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
6. Click the Find button to find the person.
7. The People form is displayed with the details of the person searched for.
Click the Assignment button to view assignment details.
8. The Assignment window is displayed.
Click the Salary button to view salary details and add the salary change.
9. The Salary page is displayed.
You can view the salary details in this page.
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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.
12. The Calendar is displayed.
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.
23. Click the Close button.
24. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Access grade step and change it.
Procedure
This topic will cover:
- Entering a Salary Change for a Hourly Employee.
Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To enter a salary change click the CCG HR Processor, Cook County BG link.
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Step Action2. 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.
Step Action4. The effective date Decision window is displayed.
Select the Yes/No button to make changes or retain the effective date.
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Step Action5. The Find Person form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
6. Click the Find button to find the person.
7. The People form is displayed with the details of the person searched for.
Click the Assignment button to view assignment details.
8. The Assignment window is displayed.
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.
11. Click the OK button.
12. The Choose an Option window is displayed.
Choose between Update and Correction.
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Step Action13. Click the Save button to save the changes made.
14. Click the Close button.
15. Click the Close button.
16. This topic covered:
- 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.
Upon completion of this topic you will be able to:
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
This topic will cover:
- Entering Employee Special Information.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
Step Action4. The Find Person form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
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Step Action5. Click the Find button.
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.
12. Click the OK button.
13. Click the Language Proficiency Level LOV button.
14. The Language Proficiency Level list of values form is displayed.
Select the appropriate option from the list.
In this example, double click the G Proficient option.
15. Click the OK button.
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Step Action16. Click the Save button after all the details are entered.
17. Click the Close button.
18. This topic covered:
- 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.
Upon completion of this topic you will be able to:
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
This topic will cover:
- Entering a Person's Extra Information.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
Step Action4. The Find Person form is displayed.
Use this window to search for a person. To search you can use their Full Name or Employee Number.
5. Click the Find button.
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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.
14. Click the OK button.
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.
20. Click the OK button.
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".
23. Click the OK button.
24. Click the Save button.
25. Click the Close button.
26. This topic covered:
- 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
This topic will cover:
- Running a Report
Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
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.
Click the OK button.
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.
8. Click the OK button.
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.
11. Click the OK button.
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.
14. Click the OK button.
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.
17. Click the OK button.
18. Click the OK button.
19. Click the Submit button to execute the report.
20. The Decision window is displayed.
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.
27. This topic covered:
- 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.
Upon completion of this topic you will be able to:
Navigate to the Person form.
Search for an employee record.
Navigate through the People form and enter relevant information.
Access Address form.
Enter new assignment, salary details.
Procedure
This topic will cover:
- Rehiring an Ex-employee.
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Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To rehire an ex-employee, 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.
7. Click the Find button.
8. The People form is displayed with the details of the person searched for.
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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Step Action12. Click the OK button.
13. Click the Save button.
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.
19. The Choose an Option window is displayed.
Click the Update button.
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.
31. Click the OK button.
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.
35. Click the OK button.
36. The Choose an option window is displayed.
Click the Correction button.
37. Click the Save 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.
41. Click the Close button.
42. Click the Others button.
43. The Navigation Options window is displayed.
Click the Extra Information value
44. Click the OK button.
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.
50. Click the OK button.
51. Click the OK button.
52. Click the Save button.
53. Click the Close button.
54. Click the Assignment button to view assignment details.
55. The Assignment window is displayed.
To assign a new Organization to the employee, select the current organization and press [Delete] on your keyboard.
56. Click in the Position field.
57. The Choose an option window is displayed.
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.
60. Click the Find button to execute the search.
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Step Action61. The searched position is displayed and selected by default.
Click the OK button.
62. The Decision window is displayed.
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.
67. Click the OK button.
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.
72. Click the OK button.
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.
75. Click the OK button.
76. Click the OK button.
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.
Click in the Find field.
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.
92. Click the Find button.
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.
99. Click the OK button.
100. The Miscellaneous tab is displayed.
Click in the Reason field.
101. Click the Reason List of Values (LOV) button to view more options.
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Step Action102. Enter the appropriate reason into the Find field.
103. Click the Find button to execute the search.
104. All the matched reasons are displayed.
Select the appropriate reason from the list.
Click Rehire.
105. Click the OK button.
106. Click the More options arrow button.
107. All the available options are displayed.
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.
113. Click the OK button.
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.
116. Click the OK button.
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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Step Action121. Click the OK button.
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.
127. Click the OK button.
128. Click the Save 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.
131. 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 Action132. Click the Add New Salary button to add change to the salary.
133. Click the Calendar icon to select an appropriate effective date.
134. The Calendar is displayed.
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.
Select the appropriate reason from the list.
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.
142. Click the OK button.
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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.
146. Click the OK button.
147. Click the OK button.
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Step Action148. The Choose an option window is displayed.
Click the Correction button.
149. Click the Save button.
150. Click the Close button.
151. Click the Close button.
152. This topic covered:
- Rehiring an Ex-employee.End of Procedure.
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