HR Processor
Created on 4/26/2018 4:30:00 PM
/ Training GuideTable of Contents
HR Processor
Navigate People Form Essentials
Process an Intra- Departmental Transfer
Assign Leave of Absence
Return From Leave of Absence
Process an Assignment Change that Occurred on an Earlier Date
View People By Assignments
Enter Assignment Extra Information for CC Time
Process an Exempt Salary Change
Process a Hourly Employee Salary Change
Enter Employee Special Information
Enter Person Extra Information for Emergency Contact
Run HR Report
Rehire an Ex-employee
Page 1/ Training Guide
HR Processor
Navigate People Form Essentials
Learning 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
Step / ActionAfter logging on with your username and password, click CCG HR Processor responsibility and navigate to forms.
The Navigator window is displays
Double-click thePeoplelist item to view more options.
Double-click the Enter and Maintain list item.
The Decision window is displayed.
Click theNobutton to keep the effective date.
The Find Person form is displayed.
Use this form to find an employee using the various search criteria.
Enter the appropriate name into theFull Namefield.
Click the Find button.
The Find People window is displayed.
All the matched names are displayed. Select the appropriate name from the list.
Click the OK button.
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.
The Employment tab is displayed.
You can enter information regarding I-9 Status / Expiration and all other details as needed.
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.
The Applicant tab is displayed.
Enter all necessary information in this form.
The Rehire tab is displayed.
This tab will provide information if the employee is eligible for rehire.
The Other tab is displayed.
Use this form to enter employees student and military details.
The Benefits tab is displayed.
The focus on this tab is the Adjusted Service Datefield.
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.
Click theAddressbutton to review address details. You may need to enter a new address.
The Address window is displayed.
Review the address details, make changes if needed.
Click the Close button.
Click the Special Info button.
The Special Information window is displayed.
You can enter special information about the employee in this window.
Click the Close button.
Click the End Employment button.
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.
Click the Close button.
Click the Others... button.
The Navigation Options window is displayed.
You can select any of the options to enter information.
Click the Cancel button.
Click theAssignmentbutton to view assignment details.
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.
The Salary Information tab is displayed.
The employees salary basis information is displayed.
Click in the Descriptive Flex field (DFF)field to view more options.
The Additional Assignment Details window is displayed.
The Check Route Code can be entered or changed in this window.
Click the OK button.
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.
The Probation & Notice Period tab is displayed.
If the employee is on probation or notice period, you can review or enter that information.
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
The Statutory Information tab is displayed.
This tab gives you option to enter employee's Time card approver, Shift and Season Workerinformation.
Click theMore options arrow button.
All the available options are displayed.
Click the Grade Ladder menu.
The Grade Ladder tab is displayed.
The Grade Ladder information for the employee is displayed.
Click theMore options arrow button.
All the available options are displayed.
Select thePurchase Order Informationmenu.
The Purchase Order Information tab is displayed.
This tab displays the Chart of Account information.
Click theMore options arrow button.
All the available options are displayed.
Click the Bargaining Unit menu.
The Bargaining Unit tab is displayed.
This is the union code information for the employee.
Click theSalarybutton to view salary details and add salary change.
The Salary page is displayed.
You can view the salary details in this page.
You can also Add New Salary in this page.
Step / Action
Click theClose Windowlink to return to the Java form.
Step / Action
Click the Grade Step button.
The Grade Step Placement window is displayed.
The employees grade, pay scale information is displayed.
Click the Close button.
Click the Extra Information button.
The Extra Assignment Information window is displayed.
You can enter the CC Time Informationin this window.
Click the Close button.
Click the Close button.
Click the Close button.
The Navigator window is displayed.
To switch between responsibilities, click theSwitch Responsibility...(Top Hat) button.
The Responsibilities window is displayed.
Use this window to select which responsibility to be opened.
Click the Cancel button.
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 theSalary Managementlist item.
Click the Add to List button.
The Salary Management task is now displayed in the Top Ten List.
Click theDelete Personal Recordslist item.
Click the Add to List button.
The menu items are now listed in the Top Ten List.
This topic covered:
- Navigate People form Essentials.
End of Procedure.
Process an Intra- Departmental Transfer
Learning 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.
Step / ActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.
To process an Inter- Departmental-departmental transfer,click theCCG HR Processor, Cook County BGlink.
Click the People link.
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 / Action
The effective date Decision window is displayed.
Select the Yes/No button to make changes or retain the effective date.
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.
Enter the desired employee number into theNumberfield to search for the employee.
Click the Find button.
The People form is displayed with the details of the person searched for.
Click theAssignmentbutton to view assignment details.
The Assignment window is displayed.
To assign a new Organization to the employee, delete the current organization by pressing [Delete] on your keyboard.
Click in the Job field.
The Choose an option window is displayed.
Click the Update button.
Current Job is highlighted, press[Delete] on your keyboard.
Click in the Grade field.
Click the [Delete] button on your keyboard.
Click in the Payroll field.
Click the [Delete] button on your keyboard.
Click in the Position field.
Click thePosition List of Values (LOV)button to view more position options.
The Positions window is displayed.
Enter the appropriate position into theFindfield.
Click theFindbutton to execute the search.
The available position is displayed
Select the correct position and click theOKbutton.
The Decision window is displayed, providing options to accept the default options for this position or not.
Click theYesbutton to accept the default values for this position.
The new position will populate and add default data into the Organization, Job, Payroll and Grade field.
Click the Save button.
The Caution window is displayed.
Click theOKbutton to accept the standard conditions for the new position.
Another Caution window is displayed.
Click theOKbutton to accept the location associated with this new position.
Another Caution window is displayed.
Click theOKbutton to accept any associated Element Entries for this position.
Click theSupervisortab.
Step / Action
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.
Step / Action
The Choose an Option window is displayed.
Click theUpdatebutton.
Click in theWorker Numberfield.
Step / Action
Click the [Delete] button on your keyboard to remove the current number in the Worker Number field.
Step / Action
The Choose an Option window is displayed.
Click theUpdatebutton.
Based on the Inter- Department transfer policy you need to enter the new Supervisor for the employee.
Click in theNamefield.
Click theNamefield List of Values (LOV) button to search for the new Supervisor.
The Supervisor window is displayed.
Enter in the name of the desired Supervisor into theFindfield.
Click theFindbutton to execute the search.
A list of Supervisor's with a name that matches your search is displayed.
Select the correct supervisor from the displayed list.
The Supervisor's name and Worker Number will populate.
Click theSavebutton.
Based on the Inter- Department-department transfer, a reason for the transfer needs to be captured in the system.
Click theMore options arrow button.
All the available options are displayed.
Click theMiscellaneousmenu.
The Miscellaneous tab is displayed.
Click in theReasonfield.
Click theReason List of Values (LOV)button to view more options.
The Reasons window is displayed showing all the available reason list of values.
Select the relevant reason from the displayed list.
In this example, clickTransfer.
Click theOKbutton.
Click the Save button.
Click the Close button.
Click the Closebutton.
This topic covered:
- Processing an Inter- Departmental Transfer.
End of Procedure.
Assign Leave of Absence
Learning 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
Step / ActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.
To assign leave of absence to an employee, click theCCG HR Processor, Cook County BGlink.
Click the People link.
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 / Action
The effective date Decision window is displayed.
Select the Yes/No button to make changes or retain the effective date.
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.
Enter the desired employee number into theNumberfield to search for the employee.
In this example, enter"450828".
Click the Find button.
The People form is displayed with the details of the person searched for.
Click the Assignment button.
The Assignment window is displayed.
The current status is "Active Assignment"
Click in the Status field.
Click theStatus List of Values (LOV)button to view more options.
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.
Click the OK button.
The Choose an Option window is displayed.
Click theUpdatebutton.
Click in theGradefield.
Click theGrade List of Values (LOV)button to view more options.
The Grades window is displayed.
Click in the Find field and enter the appropriate grade.
Click theFindbutton.
Double-click theLOAlist item.
Click themore options Arrowbutton.
All the available options are displayed.
Select the Miscellaneousoption from the list.
The Miscellaneous tab is displayed.
Click in the Reason field.
Click theReason List of Values (LOV)button to view more options.
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.
Click the OKbutton.
Click theSavebutton.
Click the Close button.
Click the Close button.
This topic covered:
- Assigning Leave of Absence.
End of Procedure.
Return From Leave of Absence
Learning Objective :In this topic you will learn how to return an employee to work from aleave 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 andis 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.
Step / ActionAfter 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 theCCG HR Processor, Cook County BGlink.
Click the People link.
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 / Action
The effective date Decision window is displayed.
Select the Yes/No button to make changes or retain the effective date.
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.
Click the Find button.
The People form is displayed with the details of the person searched for.
Click theAssignmentbutton to view assignment details.
The Assignment window is displayed.
Click in the Status field.
Click theStatus List of Values (LOV)button to view more options.
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 theActive Assignmentoption.
The Choose an Option window is displayed.
Choose between Update and Correction.
Click in the Grade field.
Click theGrade List of Values (LOV)button to view more options.
The Grades window is displayed.
Click in the Find field and enter the appropriate grade.
Click the Find button.
Double-click thePN2-A1111list item.
Click themore options Arrowbutton.
All the available options are displayed.
Select the Miscellaneousoption from the list.
The Miscellaneous tab is displayed.
Click in the Reason field.
Click theReason List of Values (LOV)button to view more options.
The Reason list of values window is displayed
Select the appropriate reason from the list.
Click the OK button.
Click the Save button.
Click the Close button.
Click the Close button.
This topic covered:
- Returning From Leave of Absence.
End of Procedure.
Process an Assignment Change that Occurred on an Earlier Date
Learning Objective :In this topic you will learn how to process a retroactive change to the assignment.