Time and Labor Job Roster Report

T&L Job Roster Report

Quick Steps Guide

Description of Process

The T&L Job Roster Report is used to create a current list of ALL active student employees. By using this report, a department can see current active employees, current rate of pay and appointment end date. This report is used to help with data entry and notification for when departments need to submit a Student Employee Authorization (SEA) form or ISA Academic Appointment Change Form (ACF) requesting changes to an employee’s appointment. Group ID(s) available for use are based on Time and Labor Security for the specific user. This report can be run for one or multiple group ID’s.

It is the department’s responsibility to maintain student records; it is recommended that this report be run on a regular monthly basis to help determine if any students are no longer working. Submission of appropriate documentation is required to terminate students who are no longer working in your area.

Detail of Process

1. Navigation: Main Menu > Chico Human Resources > Report > T&L Job Roster Report
2. To choose an existing Run Control ID, you can
3. Enter the Run Control ID directly in the field OR
4. Click to generate a list of existing Run Control IDs previously set up in your database
5. Click Add a New Value to create a new Run Control ID. You can name this anything you want (only viewable to you), as long as it has a maximum of 30 characters and does not have any spaces (e.g. skl).

Warning: Once a Run Control ID is created, it cannot be deleted.

The Job Roster Report page displays.

1. Enter the Group ID to be used in the report or use the to look up the Group ID.

a. Click ‘Advanced Lookup’, if needed.

b. Enter the Department name in the “Description” field.

c. Click the button to look up your Dept id. You will only be able to look up the departments that you have security access to run this report for.

2. Use the to insert additional Group ID (s).

3. Click to initiate the process.

The Process Scheduler Request page will appear with the Chico Job Roster report listed.

4. UserID: should be set to the UserID you use to log in to PeopleSoft.

5. Server Name= PSUNX

6. Type = Web

7. Format = CSV

8. Click to return to the Job Roster Report page.

9. A “Process Instance” will appear under the Run button. This is the unique number for your report output.

1. Click the “Report Manager” link to retrieve your report output. This link will take you to the View Reports For page.

2. Click the “Administration” tab at the top of the page to see a listing of the reports you requested.

3. Click the “Refresh” button.

4. In the “Description” column, look for the most recent process named “Chico Job Roster Report” – look at the ‘Process Instance’ to see the ‘Status’ of your report.

5. Continue to periodically click the button until the “Status” for the process reads ‘Posted’.

6. Click the “Details” link to open the ‘Report Detail’ window.

7. Click on the file that ends with .CSV to open the Report in Excel.

8. An Excel document will open.

9. Format and sort, as needed.

10. Save this document for future reference/ usage.

11. You will receive the follow warning. ‘CHITL002.CSV’ is read-only. To save a copy, click OK, then give the workbook a new name in the ‘Save As’ dialog box.

12. Click OK. Rename the file and Save As type ‘Excel workbook’.

13. Click Save.

HRIS-CMS-JobRosterReport.docx1 of 2Last Updated: 12/06/2016 (DS)