QSSUG Finance/Personnel Committee - Webinar. QCC Human Resources April 8, 2013 Duane Percox, QSS

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1 QSSUG Finance/Personnel Committee - Webinar QCC Human Resources April 8, 2013 Duane Percox, QSS

2 QCC HR Functions 2

3 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 4

5 Absence Tracking Jobs/Processes 5

6 Benefits Management Reports and Processes 6

7 HR System Jobs / Processes 7

8 Add Job Menu Favorite From Tree 8

9 Recent QCC Features 9

10 News, Help+Video 10

11 New QCC Shutdown Warning 11

12 HR Code Maintenance (HRCM) 12

13 HRCM New Settings 13

14 HRCM - ABT/ BMG / M-F Links 14

15 HRCM Pay (County/District) 15

16 HRCM Per (County/District) 16

17 HRCM PC / Ret(CA) / Tax Tables 17

18 HRCM #2 - Pos-CTL / Tax Tables 18

19 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

20 HRCM Select Table for Maint. 20

21 HRCM Use Icons or Options Menu 21

22 HRCM Add One or Bulk Import 22

23 HRCM Simple M/F Report 23

24 HRCM/PC Locked vs Updateable 24

25 HRCM Sample Complex M/F Report 25

26 HRCM #2 Salary Schedule/ENH (SSN) 26

27 SSN Main Screen 27

28 SSN Payroll Interface Rules 28

29 SSN Bonus Rules 29

30 SSN Range/Step Values 30

31 SSN Benefit Defaults 31

32 HRCM #2 Authorized Position/ENH (DAPN) 32

33 DAPN Main Screen 33

34 DAPN Select Supervising Position 34

35 DAPN - Accounts 35

36 DAPN Employee List 36

37 DAPN Copy Positions 37

38 DAPN Copy / Select W/Filter 38

39 DAPN Returned Positions to Copy 39

40 DAPN Copy Results 40

41 DAPN Grid Output of Copy Results 41

42 DAPN Position Reports 42

43 Employee Maintenance Main 43

44 Employee Maintenance - Options 44

45 Employee Maintenance Customize 45

46 Customize Employee 46

47 Customize Employee Search 47

48 Customize Get Employee Default 48

49 Customize Default Masterfile Sort 49

50 Customize QuikPeeks 50

51 Customize Previous Viewed List 51

52 Employee Maintenance - Personnel 52

53 Employee Maintenance Professional & Position Control 53

54 Employee Maintenance - Payroll 54

55 Employee Maintenance Favorites 55

56 Manage Favorites 56

57 Assign Hot Key (Right Click) 57

58 Hot Key Menu 58

59 Integrated Video Content 59

60 Right Click Context Menu 60

61 Right Click Grid Select / Context Menu 61

62 Search Help 62

63 Search Help Page 1 63

64 Search Help Page 2 64

65 Simple Name Search 65

66 Advanced Search 66

67 Advanced Search Dates 67

68 Advanced Search Payroll 68

69 Advanced Search Clear Criteria 69

70 Multi-DI Search 70

71 Demographic Data 71

72 Demographic - Options 72

73 Demographic Field Navigation 73

74 Select Field Navigation Configure 74

75 Configure Field Navigation 75

76 Define Home Field 76

77 Define QuikTab Choices (10) 77

78 Demographic Drop Downs 78

79 Demographic Audit History 79

80 Show SSN 80

81 Client Defined QuikPeek 81

82 Assigned Positions QuikPeek 82

83 Add Employee (+) 83

84 Add Verify / SSN Exists 84

85 Add Might be Same Employee 85

86 After Add Who We Added 86

87 Recently Added List 87

88 Options for Recently Added List 88

89 Change SSN 89

90 Change SSN / Verify 90

91 Employee ID Maintenance/View 91

92 New Employee/Assign ID 92

93 Assign SEID 93

94 CTC Credential View 94

95 CTC Expanded View 95

96 Leave Balance Display 96

97 Employee Assignment (EA) 97

98 Assignment Info (EC) 98

99 Termination (TE) 99

100 Comments (CO) 100

101 Client Defined (CL) 101

102 Name Change History 102

103 Employment Verification (VE) 103

104 Emergency (ME*) 104

105 Immunizations (ME*) 105

106 Medical (ME*) 106

107 Service Yrs/Units (SK*) 107

108 Degrees (SK*) 108

109 Skills (SK*) 109

110 Educational Units (EU) 110

111 Benefits Management 111

112 BMG Dependents Tab 112

113 BMG New Setting 113

114 Job History 114

115 Quick Label Print 115

116 Label Print Preview 116

117 Search Action Log 117

118 Action Log Search Results 118

119 Position Control Search 119

120 PC Search Results 120

121 PC Results Tree View 121

122 Tree View Expand Acct(s) 122

123 Tree View by Position 123

124 Tree View by Masked Acct 124

125 Employee List & Advanced Navigation Data Form lookup / next from grid Non-DB Employee list use DB Employee list setup / maintenance 125

126 Data Form Lookup (Ctl-T Toggles) 126

127 Data Form Lookup Name Search 127

128 Data Form Grid Navigation Options 128

129 Employee List Integration 129

130 Employee List Retrieve Emps 130

131 Employee List Edit Menu or CTL-L 131

132 Edit Employee Lists 132

133 Define New Collection & List 133

134 New List & New Collection 134

135 Result of Adding Collection & List 135

136 Click Edit Above Grid 136

137 Import from Main Grid 137

138 Import Results 138

139 Save List Added to Dropdown 139

140 Select List Get Employees 140

141 Back to Edit Unselect All 141

142 Select to Remove Jo Anne 142

143 Remove Jo Anne (Selected) 143

144 List is Reduced 144

145 Absence Tracking Module 145

146 146