New / Edit Search Criteria - Employee Level
Click “New / Edit Search Criteria” hyperlink to navigate to “Employee Search Criteria” screen.
Enter the following field details:
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.
Enter the following field details:
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:
|
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:
|
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. |
Enter the following field details under “Sort Order” multiline:
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:
|
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.
Click “Search” to fetch and display the corresponding search results in the Home page.
Note:
The sequence in which the sorting of the search results happens are picked from the Sort Order grid. For each field that is mentioned in the Sort Order grid, sorting will either be in ascending or descending order depending on the value specified in the ‘Arrange In’ column in the Sort Order grid.
If no search criteria is specified then all applicable employees are displayed (i.e. perform a blank search) with DLS applied on the same.
Wild card search could be applied on the fields Employee Code and Employee Name.
Click “Save & Search” to save the search criteria with the “Search Criteria Name” that has been specified and the corresponding search results are displayed in the Home page.
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.
Click “Clear” to clear the entered details. A confirmation message to clear all the search fields appears.
Click “Yes” to clear the fields otherwise click “No”
Click “Cancel” to navigate back to the parent page.
Click to
view the “Organization Hierarchy” and “Organization Unit Location”
in a tree structure.
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.