New / Edit Search Criteria - Employee Level

Search Criteria Name

Enter the search criteria name. Mandatory.

Make Criteria Public

Select this checkbox to make the search criteria public.

Copy From

The “Copy From” combo is loaded with names of all search criteria already saved against the user (both created by self and by others after setting the Search Criteria as ‘Public’).

Note: This combo is defaulted with the blank value if it is launched in Create mode. In Edit mode, the search criterion that is being edited is selected from the “Copy From” combo.

Remarks

Key in comments, if any.

Employees Without Assignment

Select this checkbox, to hide the “Employee Status” and all the fields in the two grids below (both in Tree view and Grid view).

Employee Code

The code of the employee.

Employee Name

The name of the employee.

Employee Type

The “Employee Type” combo is loaded with the list of employee type values from the quick codes corresponding to the Business Process – Employment Information, Process Variable – Employment Type.

Note: This combo is defaulted with the value “All” in Create mode and in Edit mode it is defaulted with the Employee Status that was saved against the search criteria earlier.

Employee Status

The “Employee Status” combo is loaded with the list of employee status values from the quick codes corresponding to Business Process – Employment Information, Process Variable – Employee Status.

The combo is loaded with “Current”, “Initiated”, “Separated” and “All” values.

Note: The combo is defaulted with the Value “All” in Create mode and in Edit mode it is defaulted with the employee status that was saved against the search criteria earlier.

Date of Joining or Joined in Last

The date range in which the employee joined the organization.

The “Joined in Last” combo is loaded with “Days”, “Weeks”, “Months” and “Years” values.

The combo is defaulted with the blank value if launched in ‘Create’ mode and in ‘Edit’ mode it is defaulted with the value saved against the search criteria.

Date of Separation or Separated in Last

The date range in which the employee has been separated from the organization.

The “Separated in Last” combo is loaded with “Days”, “Weeks”, “Months” and “Years” values.

The combo is defaulted with the blank value if launched in ‘Create’ mode and in ‘Edit’ mode it is defaulted with the value saved against the search criteria.

By default  is selected. Click this icon to display the “Organization Unit Location” and “Organization Hierarchy” in a grid format.

Country

This “Country” combo is loaded with the list of all countries corresponding to all the work locations in the OUs mapped to the login user in deployment along with the value “All”.

 

Note: The combo is defaulted with the value “All”, If launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Organization Unit

This combo is loaded with the employment units mapped to the login user in deployment along with the value “All”.

Note:

  • The combo is loaded with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

  • This combo is to be displayed based on the system parameter 'Business Unit’ under Organization Unit. By default the system parameter has the value 'No'. If the value of the system parameter is set to 'Yes' then this combo becomes the Business Unit combo and the caption changed accordingly. In Edit mode the combo is loaded with Organization Units mapped to the saved Business Unit or Vice-Versa based on the System Parameter.

Business Unit

This combo is loaded with list of all BU’s corresponding to all OUs that have been mapped to the login user in deployment along with the value “All”.

Note:

  • The combo is loaded with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

  • This combo is to be displayed based on the system parameter 'Business Unit’ under Organization Unit. By default the system parameter has the value 'No'. If the value of the system parameter is set to 'Yes' then this combo becomes the Organization Unit combo and the caption changed accordingly.

Work Location

This combo is loaded with all the work locations corresponding to the OUs mapped to the login user in deployment along with the value “All”. On selecting a particular Organization Unit from the “Organization Unit” combo, the corresponding work locations are loaded in ‘Work Location’ combo.

Note: The combo is defaulted with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier. In Edit mode the combo is loaded with work locations mapped to the saved Organization Unit.

Dept. Type

This combo is loaded with the values from the quick codes corresponding to Business Process: Organization Structure, Process Variable: Organization Type (E.g. “Group”, “Vertical”, “Sub Vertical”, “Division” and “Department”) along with the value “All”.

Note: The combo is defaulted with the value “All” if launched from the Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Department Code

The Department Code is populated on entering the department description.

Department Desc.

The ‘Department Desc.’ Combo is loaded with the department List Edit. The department list edit is populated with details of all the departments (from Department Master) from the Organization Structure OU’s that are mapped to the login user in deployment.

Note: The Department List Edit contains Department Short Description, Department Code, Department Long Description and Department type. In Edit mode this combo is loaded with all the departments mapped against the saved Employment Unit and Department Type. 

Position Code

The Position Code is populated on entering the position title.

Position Title

The Position Title List Edit is loaded in the “Position Title” combo. The Position Title List Edit is populated with details of all positions (from the Position Master) of the Unit Structure OUs that are mapped to the login user.

Note: The Position Title List Edit contains Position Title, Position Code, Position Long Description, Department Short Description, Department Code, Job Title and Job Code. The values displayed in the List Edit are sorted by the Position Title. It will fetch Position Title and Position Code from the List Edit to the main screen. In Edit mode this combo is loaded with all the positions mapped against the saved Employment Unit.

Job Level

The “Job Level” combo is loaded with all job levels (from Job Level Master) of all the Unit Structure OUs to which the logged-in OU is mapped. The Job Level values are sorted in the ascending order of the Job Level number.

Note: The combo is defaulted with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Job Code

The job code is populated on entering the job title.

Job Title

The Job Title List Edit is loaded in the “Job Title” combo. The Job Title List Edit is populated with details of all jobs (from the Job Master) corresponding to all the job levels of the Unit Structure OUs that are mapped to the login user in deployment.

Note: The Job Title List Edit contains Job Title, Job Code, Job Long Description and Job Level. The details in list edit are sorted by the Job Title. It will fetch the Job Title and Job Code from the List Edit to the main screen. In Edit mode this combo is loaded with all the jobs mapped against the saved Employment Unit and Job Level.

Grade Set

This combo is loaded with all grade sets corresponding to all the Organization Structure Units mapped to the login user in deployment along with the value “All”.

Note: The combo is loaded with the value “All” if launched in the Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Grade

This combo is loaded with all grades corresponding to the Organization Structure Units mapped to the login user in deployment along with the value “All”.

Note: The combo is defaulted with the value “All” in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier. In Edit mode, the combo is loaded with the grades mapped to the saved Organization Unit and Grade set. 

Sort by

The fields that are to be sorted are displayed here.

Sequence

Enter the sequence (number) in which the fields are to be displayed.

Note:

  • Once the sequence numbers are provided for certain fields and saved, in the ‘Sort Order’ grid, the fields that have been provided a sequence number is displayed at the top of the Sort Order grid/multiline in the ascending order of the sequence number value.

  • A maximum of five sort fields can be selected by providing the sequence numbers.

Arrange In

From the drop-down list box, select the required value. The combo is loaded with “Ascending” and “Descending” values.

Note: The combo is defaulted with the value “Ascending” in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Note: The grid view is selected by default on launch of the screen, if new search criteria are to be created. If existing search criteria is to be edited then the grid view is displayed in which the existing search criteria was saved.

Note:

Note:

If “Make Criteria Public” checkbox is selected and the user has given a new search criteria name with different search field values, it is stored against the new search criteria name. If the search criteria name is the same, then the changed values are not saved even on click of save in case the search criteria name does not belong to the login user. If it belongs to the login user, then the changes are saved.

4      Left Pane – Organization Hierarchy

4      Right Pane – Organization Unit Location

Organization Hierarchy

The tree view of the ‘Organization Hierarchy’ displays the tree structure showing all departments from type ‘Group’ till ‘Department’ (sorted by Department Type and then Department Short Description).

Organization Unit Location

The tree view of the ‘Organization Unit Location’ displays the tree structure in the order Country, Business Unit, Organization Unit and Work Location.

Note: If the Organization Unit is above Business Unit as per the system parameter then the tree structure is displayed in the order Country, Organization Unit, Business Unit and Work Location. Here, the final value is sorted by description.

In both the tree views, if the search criteria is already saved then display all the saved values with the check box selected.