qssug finance/personnel committee - webinar · qssug finance/personnel committee - webinar qcc...
TRANSCRIPT
QSSUG
Finance/Personnel
Committee - Webinar
QCC Human Resources
April 8, 2013
Duane Percox, QSS
2
QCC HR Functions
Job Menu – HR Folders
Favorites
Position Control Reports
& Processes
Absence Tracking
Jobs/Processes
Benefits Management
Reports and Processes
HR System Jobs /
Processes
3
4
Position Control Reports and Processes
5
Absence Tracking Jobs/Processes
6
Benefits Management Reports and Processes
7
HR System Jobs / Processes
Add Job Menu Favorite From Tree
8
Recent QCC Features…
9
News, Help+Video
10
New QCC Shutdown Warning
11
12
HR Code Maintenance (HRCM)
HRCM – New Settings
13
14
HRCM - ABT/ BMG / M-F Links
15
HRCM – Pay (County/District)
16
HRCM – Per (County/District)
HRCM – PC / Ret(CA) / Tax Tables
17
18
HRCM #2 - Pos-CTL / Tax Tables
HRCM vs HRCM #2
HRCM original code maintenance (VB6)
Development frozen – all new maintenance in HRCM
#2
Use for ALL code tables except
SS/SSN/DAP/DAPN/Tax Tables
Will be retired when tables converted to HRCM #2
HRCM #2 - .NET version of HRCM
Contains all new development
Use for SS/SSN/DAP/DAPN/Tax Tables
Will eventually have ALL code tables and become
only HR Code Maintenance
19
HRCM – Select Table for Maint.
20
HRCM – Use Icons or Options Menu
21
HRCM – Add One or Bulk Import
22
HRCM – Simple M/F Report
23
HRCM/PC – Locked vs Updateable
24
HRCM – Sample Complex M/F Report
25
HRCM #2 – Salary Schedule/ENH (SSN)
26
SSN – Main Screen
27
SSN – Payroll Interface Rules
28
SSN – Bonus Rules
29
SSN – Range/Step Values
30
SSN – Benefit Defaults
31
HRCM #2 – Authorized Position/ENH (DAPN)
32
DAPN – Main Screen
33
DAPN – Select Supervising Position
34
DAPN - Accounts
35
DAPN – Employee List
36
DAPN – Copy Positions
37
DAPN – Copy / Select W/Filter
38
DAPN – Returned Positions to Copy
39
DAPN – Copy Results
40
DAPN – Grid Output of Copy Results
41
DAPN – Position Reports
42
43
Employee Maintenance – Main
44
Employee Maintenance - Options
45
Employee Maintenance – Customize
Customize – Employee
46
Customize – Employee Search
47
Customize – Get Employee Default
48
Customize – Default Masterfile Sort
49
Customize – QuikPeeks
50
Customize – Previous Viewed List…
51
52
Employee Maintenance - Personnel
53
Employee Maintenance –
Professional & Position Control
54
Employee Maintenance - Payroll
55
Employee Maintenance – Favorites
Manage Favorites
56
Assign Hot Key (Right Click)
57
Hot Key Menu
58
Integrated Video Content
59
Right Click Context Menu
60
Right Click Grid Select / Context Menu
61
Search Help
62
Search Help – Page 1
63
Search Help – Page 2
64
Simple Name Search
65
Advanced Search
66
Advanced Search Dates
67
Advanced Search Payroll
68
Advanced Search – Clear Criteria
69
Multi-DI Search
70
Demographic Data
71
Demographic - Options
72
Demographic – Field Navigation
73
Select Field Navigation Configure
74
Configure Field Navigation
75
Define Home Field
76
Define QuikTab Choices (10)
77
Demographic – Drop Downs
78
Demographic – Audit History
79
Show SSN…
80
Client Defined QuikPeek…
81
Assigned Positions QuikPeek…
82
Add Employee (+)
83
Add – Verify / SSN Exists…
84
Add – Might be Same Employee
85
After Add – Who We Added…
86
Recently Added List
87
Options for Recently Added List
88
Change SSN
89
Change SSN / Verify
90
Employee ID Maintenance/View
91
New Employee/Assign ID
92
Assign SEID…
93
CTC Credential View
94
CTC Expanded View
95
Leave Balance Display
96
97
Employee Assignment (EA)
98
Assignment Info (EC)
Termination (TE)
99
Comments (CO)
100
Client Defined (CL)
101
Name Change History
102
Employment Verification (VE)
103
Emergency (ME*)
104
Immunizations (ME*)
105
Medical (ME*)
106
Service Yrs/Units (SK*)
107
Degrees (SK*)
108
Skills (SK*)
109
Educational Units (EU)
110
Benefits Management
111
BMG – Dependents Tab
112
BMG – New Setting
113
Job History
114
Quick Label Print
115
Label Print – Preview…
116
Search Action Log
117
Action Log Search Results
118
Position Control Search
119
PC Search Results
120
PC Results – Tree View
121
Tree View – Expand Acct(s)
122
Tree View – by Position
123
Tree View – by Masked Acct
124
Employee List & Advanced Navigation
125
Data Form lookup / ‘next from grid’
Non-DB Employee list use
DB Employee list setup / maintenance
Data Form Lookup (Ctl-T Toggles)
126
Data Form Lookup – Name Search
127
Data Form Grid Navigation Options
128
Employee List Integration
129
Employee List – Retrieve Emps…
130
Employee List Edit – Menu or CTL-L
131
Edit Employee Lists
132
Define New Collection & List
133
New List & New Collection
134
Result of Adding Collection & List
135
Click Edit Above Grid
136
Import from Main Grid
137
Import Results
138
Save – List Added to Dropdown
139
Select List – Get Employees
140
Back to Edit – Unselect All
141
Select to Remove Jo Anne
142
Remove Jo Anne (Selected)
143
List is Reduced…
144
Absence Tracking Module
145
146