Oracle Manager Self-Service Manual Revised 2/12/14
Contents
1. Limit retrieved query data to 99999 Enter a row limit value between 1 and 99999 250 Enter a row limit value between 1 and 10000 15 Enter a value between 1 and 99999 in seconds Prevent queries from running longer than Retrieve data incrementally in groups of Cancel list of values retrieval after Leave all other settings as they have defaulted Click the APPLY button and re run your query 13 Page If your reports are still not returning the data you expect or if you are still having trouble please contact Customer Support at 475 4905 There may be an issue with your security profile setup or your data as shown in the Organizational Hierarchies at http www rit edu fa humanresources content university organizational charts Select the Supervisory Org Chart option to see the person reporting relationships 14 Page2. 5 You may choose either Open or Save Save is recommended 6 Choose a file name and a folder where you would like the report saved 7 Click on Open to view the file 8 Click on Enable Macros Note If you are having trouble opening the exported file check your Excel Macro Security Settings Tools Macros Security Set to Medium Troubleshooting Reports If your reports don t appear to be returning all the necessary rows before calling for assistance check your report settings by doing the following After you run your report click the PREFERENCES link at the top right hand side of the page Seecences Ext tek RIT_CONFIDENTIAL Sheet 1 2010 4 23 21 PM EDT Actions V Table DTools Lavow Sot Rows and Couns Poniabie paos assignment PEE Piast Prirst People Group gt Position Name Ptmail Address Lscation Piob Name Employment Rank Tenure College Tenure PEF Plast a Organization Name Mum same Name Category Date Division staus Oateof Update to Rank Rank or Worksheets Tenure Sheet 1 S es Mm as as ss ss ts ss ss Make sure that none of the boxes under the Query Governor Section are checked Preferences Specify values for the following Preferences To change these options later click the Preferences link Query Governor Warn me if predicted time exceeds 60 Enter a value between 1 and 99999 in seconds 1800 Enter a value between 1 and 99999 in seconds
3. Click the Details Icon for the desired person You can toggle between the Employment and Salary tabs Each tab shows the employment or salary history for the selected employee Change Supervisor The Supervisor field in Oracle controls which subordinates show up under a manager in the Manager Self Service hierarchy This is also used to create the person hierarchy on the HR web site http www rit edu fa humanresources content university organizational charts Note the org chart is updated daily from Oracle This field is extremely important for controlling security in the self service application therefore it should be kept up to date at all times 1 To change a person s supervisor click the Action Icon to the right of their name a You may now enter a new supervisor for the employee If the employee has direct reports you can either keep them with their current supervisor or make changes to their supervisor on this screen b The instructions on the screen state The selected worker s direct reports are shown below To reassign them to a new manager enter the name of the new manager Anyone reporting to direct reports will remain unchanged 2 You can also add new direct reports to the existing supervisor The choice of employees comes only from your existing hierarchy This functionality is useful if you are a manager and would like to structure a re organization of reporting relationships within your department 3
4. Once you have finished making your changes press the NEXT button at the bottom of the page You will then see a REVIEW screen so that you can VERIFY the existing structure before submitting through the ON LINE APPROVAL Workflow process 4 Comments to Approver This box is used to type an appropriate message to display in the email sent to the approver 3 Page 5 Approvers The final approver is always the submitter s immediate supervisor Additional approvers can be added in front of the final approver The final approver cannot be changed or deleted from the list 6 People to Notify Individuals other than those involved in the transaction can be added to this list in order to receive an FYI email notification one the changes have been approved Once you submit your changes they will route to your immediate supervisor for review and approval Once approved a notification will go to the new supervisor The changes WILL NOT be committed to Oracle until the next level supervisor approves the change Employee Position Documents View or Download Supervisor Self Service Only A manager or supervisor can view or download a JDQ s attached to their employee s position in Oracle Click on RIT Supervisor Self Serve Personal Information E Manager Views Change Supervisor Employee Extra Information Saved Actions Employee Position DO lt ma Click on the link for Employee Position JDQ Click on the icon
5. for you to run using the Discoverer Viewer tool If you click on any of these reports they should run automatically Several require date parameters Please refer to the document entitled Handy Reference Guide to Manager Self Service Reports http finweb rit edu customersupport forms managerselfservicereports pdf for the specific data fields each report contains Based on your security profile setup there may be cases where your report does not return data for example faculty only reports if your security profile limits you to staff Adjuncts Per a Certain Period only available through Manager Self Service Lists all adjuncts being charged to a general ledger number within your organizational hierarchy for the specified period e Employee Number Full Name Element Name Amount Contract Amount Course Number Element Effective Start Date Element Effective End Date Element Costing Department Code GL Department Name Costing History Lists the history of the general ledger account number and percentages to which each employee was charged e Employee Number Person Name Costing Date From Costing Date To Costing Proportion Cost Code RIT Department RIT Object Organization Name Costing History by Employee Returns the same data as in the Costing History but allows you to select a specific employee number e Employee Number Person Name Costing Date From Costing Date To Costing Proportion Cost Code RIT
6. Department RIT Object Organization Name Current Quarter Adjuncts only available through Manager Self Service Lists all adjuncts working during the current quarter who are being charged to a general ledger number within your organizational hierarchy 5 Page Employee Number Full Name Pay Element Name Department Code GL Department Name Course Number Element Costing Amount Contract Amount Current Assignment and Salary Details Lists the employee s most current salary and limited position data Organization EE Employee Number Last Name First Name Adjusted Hire Date Salary Change Date Salary End Date Salary Pay Rate People Group Employment Category Standard Hours Manager Flag Weeks Non Exempts Months Exempts Email Address Supervisor Name Position Name and PC Job Category Location Assignment Status College Division Effective Date of Rank Rank Tenure Date Assignment FTE Tenure Status Payroll Name Grade Grade Min Grade Mid Grade Max Emergency Contacts Lists the contact information as entered by the employee College Division Employee Name Organization Name Primary Contact Contact Type Contact Full Name Contact Phone Number Contact Phone Type 6 Page e Employee Number Employee Personal Data e Lists personal data e g home address for each employee as reflected in Oracle Organization EE Employee Number First Name Last Name Address City County State Posta
7. RIT Oracle Manager Self Service Manual Revised 2 12 14 Contents HOW tO Access Oracle jecscccasdevtcausca vive chanvesasan soci doce aS eti eeni A ATERA OE N EEE AR dade TE EE SAED NEEE EAGAR EREE SE EAN EEE 2 How to Access Your Oracle Home Paget cccs icscsctsscecusstcsensstajacveseteiebestogsteversessinscauscesssberebossgseveossadsvaasnsisosrescsdesnaascnteneensee 2 From an On Campus Location ceeceeceeccssecsseseeseseeeseeeseeeseecsaeceaecaecaecsaeesseesseeseeeseneeeneseaeeeseeeaaeenaes 2 From an Off Campus Location ceeceesccsseeseesseeeseeeaeeescecsaecsaecaecssecssecsseesseesseessneeseeseaeeeneeeaaeenaes 2 How to Use the Oracle Manager Self Service Applications cee seecsseceseceseceseceseceseeeseeeeeeecaeecaeeeaaecaaecsaecaeesseesseeseesseesees 2 Personal Informati n csseiseccscevie ceases iecegepeticcstasssnetutsegdavslaascuysben ec opeusesduevudee soni ldensuyebas susyta jh casteaapiuasidasees 3 Manager Views Employment Data Salary Data Change Supervisor cceecseeceeseeeeeeeeneeeseeeeeenees 3 Employee Position Documents View or Download Supervisor Self Service Only 0 0 eee 4 List OE REPOTUS ves occ socideycadlen de dabcbiaein coslugshiy E Padeeut tases qd tonady E odes E shel E E E E E E S 5 Adjuncts Per a Certain Period only available through Manager Self Service 0 e ce eeeeseeeseeereeeees 5 Costing HIStory cecinere iiae aini Eneee r dental einai REE dapesatelliven E aaa 5 Costing History by Employe
8. e isin cicctssceciesecscvedbscaessidea coveted sctesues sceved Sucuuevede vous tacnyarebad ideresphensteuapresstdasees 5 Current Quarter Adjuncts only available through Manager Self Service eeeeseerrsrereeereerereere 5 Current Assignment and Salary Details 0 0 0 cece eeeeseeeneeesceeseecaecaeceaecsaecesecsseeseeeseeeeeaeeeaeeeaeeeaaeenaes 6 Emergency Contacts cs ifcccczisisnatcsssciddoieseaSecasceschsatastssssadeed bbasuasesadscvaSilaseerascealbeladene le sssesucdiuatuvieadeeusite 6 Employee Personal Data erisso ienis esiaren oee EE OEE EEES AE REUE EEE EE EEEk 7 Exempt Assignment Details Salary and Costing 0 ee eeeeseeseeeseeeseesneecaeceaecnaeceaecnaeesseeeseeseeeeeeeesaes 7 Faculty Degree and Rank nf0 iis ccsccssiccosecdi css etveass cab oeasedaddinscgdceseaatelvtucscdoeevestusviassaluevvaebeletensceneeoenas 8 Faculty Ramks cci cfscicsstescepetd sreusocaibeiandavetacceusesistesytabveas aii i a a a a a a iaaa 8 Puture Dated Salari Shiera en e E E E E TE E NEE R 8 Grad Assistants Current only available through Manager Self Service 9 Grad Assistants Beginning with a Certain Date only available through Manager Self Service 9 Lump Sum Report Merit Increases only available through Manager Self Service eee 9 Non Exempt Assignment Details Salary and Costing eeeeeeeeesseeseeencecsaeceaeceseceaeeeseeseeeeseeeeneeeaes 9 Open and Filled Positions only available through Manager Self Service eeceeeee
9. eeeeeeeereeenee 10 Overload per a Certain Period only available through Manager Self Service cee eeeeeeereeeeee 10 Position Details easar bad avis E E EE E E Claw aS 11 Salary Costing and Assignment Details 0 0 0 eee eecceeceeeneeeeeeseeeseecaaecsaecaecnaeceaeesseseeeeseesseeeseeeeaee 11 Salary History REPOLt oserei eienenn eenen cua viel gee E ELE EREE SE E EEE CE EEE Se ER S EN e SEEE 12 Special Assignment Per a Certain Date oe eeccecceseeseeeesceeseeeacecsaecaaecaecsaecsaeesaeeeseeeeeeseeeeeneeeaee 12 Staff Deeree Informati n siisii niaii eiia i eeii ie ieaie eaa 12 Summer Salary Per a Certain Date only available through Manager Self Service eee 12 EX POrt tO EXCEL ais sossteseevssitasn adicesct galing e EE EE E E E E a E A E E 13 Troubleshooting REPONS uesercusineisieeri siisi ensia ian Ae dese se Eiee EE E a EAr NAREN TSE S TEE OEE EVEA TEE RaR AEREE EAEE 13 1 Page Unauthorized use of any of these reports or data within Oracle is prohibited Please refer to the RIT Acceptable use Guidelines at http resnet rit edu guide pages acceptableUse php How to Access Oracle This section contains complete information about how to access the Oracle Self Service and the Oracle Financial Applications How to Access Your Oracle Home Page From an On Campus Location 1 You will need an Ethernet connection to access the RIT network 2 Using your Internet browser go to the URL https m y biz rit edu 3 If you are u
10. in the Action or View column next to the employee name Ilill lill Employee Assignment Action or Focus Name Number Email Number Job Position Department View Details Williams Gina Human A Resources Click on the icon in the Action or View column to access functions related to the employee Click on the glasses icon This will bring you to a link for the document file Type Category Click icon to view Subcategory Valid From RIT Person Job Description RIT Emp JDQ from Position oa 28 Oct 2011 Click on the document link above to view the Job Description Questionnaire JDQ which is associated with the employee s current position To submit changes to an existing JDQ please complete the Job Re Evaluation form and send it to your HR Services Manager Any previously submitted Job Re Evaluation Forms are currently not visible in Oracle Self Service The JDQ shown is attached to the employee s position in Oracle and may show a name other than the current holder but the JDQ should represent the correct job functions For additional assistance with position control or job evaluation processes please visit our Job Evaluation and Position Control web links IF THERE IS NOT A JDQ SHOWING FOR THE POSITION AND YOU NEED TO SUBMIT A NEW JDQ USE THE Job Description Questionnaire FORM You can also reference Job Description Questionnaire JDQ instructions 4 Page List of Reports The following reports are available
11. ional charts Person Search Hints If you wish to build a list of people in your organization type the LAST name of the person and click GO located at the top of the page before the Advanced Search Link Once you see the Search Results check the box before the desired person s name and ADD TO MY LIST A Confirmation message will appear Hint You can substitute the wildcard character in any part of the name field For example if you are searching for George Smith you can enter Geo in the first name field and Sm in the last name field After you have added everyone to your list you can exit out of this screen using BACK or HOME Once you go back to the Main Page whenever you enter the Personal Information View click on MY LIST The people in the built list will be present NOTE You must go through the person search process periodically to add new people to your list because they do not appear automatically Manager Views Employment Data Salary Data Change Supervisor You can view employment salary data or change an employee s supervisor through this link To view your list click MY LIST If you do not have a list you can search for a person as follows In the NAME box type the LAST name of the person and click GO Once you see the search results click on the Details Icon to view employment salary data or click on the Actions Icon to make supervisory changes Manager Views To View Employment or Salary Data
12. l Code Email Address Phone Number Phone Type Adjusted Hire Date College Division Exempt Assignment Details Salary and Costing Lists the general ledger account number percentages and calculated amount charged to each employee e College Division Organization Person Name Employee Number Adjusted Hire Date Salary Change Date Annual Salary Salary Proportion Costing Proportion Cost Code Costing Date From Costing Date To RIT Department People Group Grade Grade Min Grade Mid Grade Max Employment Category Standard Hours Manager Flag Weeks Non Exempts Months Exempts Email Address Supervisor Name Assignment Start Date Position Name and PC Job Category Location Assignment Status College Division Rank Tenure Status Assignment FTE 7 Page e FTE Proportion e Listserv Address Faculty Degree and Rank Info Lists all degree and school information for faculty as reported in the RIT HR System e College Division Employee Number Full Name Assignment Organization Name Terminal Degree School Name Rank Position Name Job Name Location Name Tenure Status Tenure Date Faculty Ranks Lists the most current rank data for each faculty member in your organization e Assignment Organization Name Employee Number Last Name First Name People Group Position Name Email Address Location Name Job Name Employment Category Rank Tenure Date College Division Te
13. nure Status Effective Date of Rank Last Update to Rank or Tenure Effective Date Future Dated Salaries Lists any approved future dated salary changes employees without future dated salaries will NOT show up on this report e College Division Employee Number Person Name Salary Change Date Salary Amount Salary Change Reason Approved Flag Organization Name Assignment Start Date Assignment End Date Position Name Job Name 8 Page Grad Assistants Current only available through Manager Self Service Lists any current quarter teaching assistants being charged to a general ledger number within your organizational hierarchy e Employee Number Full Name Element Name Amount Contract Amount Element Effective Start Date Element Effective End Date Element Costing GL Department Name Grad Assistants Beginning with a Certain Date only available through Manager Self Service Lists any teaching assistants being charged to a general ledger number within your organizational hierarchy for the specified period e Employee Number Full Name Element Name Amount Contract Amount Element Effective Start Date Element Effective End Date Element Costing GL Department Name Lump Sum Report Merit Increases only available through Manager Self Service Employee Number Full Name Element Effective Start Date Element Effective End Date Amount Organization College Division People Group Non Exempt Assignment Details Salary and C
14. osting Lists the general ledger account number percentages and calculated amount charged to each employee e College Division Organization Employee Number Person Name Adjusted Hire Date Salary Change Date Pay Rate Annual Pay Costing Percentage Costing Proportion Cost Code 9 Page Open and Filled Positions only available through Manager Self Service Lists all open and filled positions which are within your area of manager self service access Overload per a Certain Period only available through Manager Self Service Costing Date From Costing Date To RIT Department People Group Grade Employment Category Standard Hours Number of Weeks Manager Flag Months Exempts Email Address Supervisor Name Assignment Change Date Position Name and PC Job Category Location Assignment Status Assignment FTE FTE Proportion Internal Address College Division Employee Number Emp Last Name First Name Full Name RIT Position Flexfield Organization Position Dept Assignment Status Employee Current Salary Position Budget Position Control Number Position Funding Type Assignment FTE Position FTE Position Title People Group Job Category Assignment Standard Hours Assignment Standard Months Assignment Standard Weeks Temp Position End Date Job Code EEO Code Voting Block Lists all people with an overload pay element being charged to a general ledger number within your organizational hie
15. rarchy during the current quarter Employee Number Full Name Element Name 10 Page Amount Contract Amount Course Number Element Effective Start Date Element Effective End Date Element Costing Department Code GL Department Name Position Details Lists the position and job data for each employee as reflected in Oracle College Division Employee Number Last Name First Name Position Name and PC Position Title Position Number Position Funding Organization Job Category Supervisor Name Position Department Position FTE Person Assignment FTE Salary Costing and Assignment Details Lists the general ledger account number and percentages charged plus other assignment and salary data Organization Last Name First Name Employee Number Adjusted Hire Date Salary Change Date Annual Salary Costing Proportion Cost Code Costing Date From Costing Date To Costing GL Department People Group Grade Employment Category Standard Hours Manager Flag Weeks Non Exempts Months Exempts Email Address Supervisor Name Position Name and PC Job Category Location Assignment Status College Division Rank 11 Page e Tenure Date e Assignment FTE e FTE Proportion Salary History Report Lists salary information going back to 1999 and any future dated salaries e College Division Organization Employee Number Person Name Position Name Job Name Grade Name Salary Change Date Annual Salary Special As
16. rvice instructions visit the VPN web page at http www rit edu its services vpn 5 Once you have downloaded and logged in to VPN access an Internet browser and go to URL https mybiz rit edu If you receive the error Cannot find server or DNS Error while attempting to sign on you are not being authenticated through RIT s DCE Security You may need to obtain an RIT Computer Account see 2 If you already have an RIT computer account contact the ITS Help Desk for assistance at 475 HELP 6 The Oracle Application s sign on page will display Enter your Oracle User ID and password and click on the Login button This will take you to your Oracle home page Your Oracle User ID and password may be different from your RIT Computer Account login How to Use the Oracle Manager Self Service Applications After you have logged into your Oracle Home Page you will see a number of responsibilities listed Examples are e Your Department Manager Self Service e g RIT MSS NTID Manager Self Service or e RIT Supervisor Self Service After double clicking on your responsibility you will see your sub functions as discussed below 2 Page Personal Information Upon entering you should immediately see your direct reports You have access to your direct reports and their subordinates automatically as displayed on the Human Resources Supervisory Organization Chart http www rit edu fa humanresources content university organizat
17. signment Per a Certain Date List all people who are receiving a special assignment pay element during a specified period e Employee Number Full Name Element Name Element Effective Start Date Element Effective End Date Input Value Name Element Costing GI Department Name Staff Degree Information Lists all degree and school information for staff and EDF as reported in the RIT HR System e College Division Employee Number Full Name Assignment Organization Name Terminal Degree School Name Rank Position Name Job Name Location Name Tenure Status Tenure Date People Group Summer Salary Per a Certain Date only available through Manager Self Service Lists all people with a summer salary pay element being charged to a general ledger number within your organizational hierarchy during the current quarter e Employee Number Full Name Element Name Amount Contract Amount Element Effective Start Date Element Effective End Date 12 Page e Element Costing e Department Code e GL Department Name Export to Excel These reports are all exportable to Excel It is preferred to export the report rather than to print the report because many of the reports do not print to fit a standard size sheet of paper 1 In the Actions Box on the left column select Export 2 From the drop down menu select Microsoft Excel Workbook xls 3 Click the Export button on the right 4 Click Click to view or save
18. sing a Macintosh computer the only supported browser is Safari Individuals using unsupported browsers may be able to log on however the browser may not interact properly 4 The URL in step 1 will take you to the RIT Oracle Applications Sign On Page Enter your Oracle User ID and password and click on the Login button This will take you to your Oracle home page From an Off Campus Location Note VPN connection is required to access http mybiz rit edu 1 There are two methods to access the RIT Network from off campus a An RIT User Account using your userid and password with a modem b The Virtual Private Network VPN with an ISP such as Roadrunner or Frontiernet 2 To use either method you ll need an RIT Computer account If you already have a computer account you do not need another to access Oracle from off campus If you do not have an RIT user account complete an ITS Computer Account Request form and submit it to the ITS Help Desk This form is available on the web at http www rit edu its help forms its acct req pdf 3 To obtain RIT DiallIP service instructions visit the DialIP web page at http www rit edu its services tele dialip html 4 VPN is used to secure transmissions across the Internet Using VPN technology makes your home remote computer appear as if it is attached directly to the RIT network even if you are using an outside ISP such as Road Runner DSL or AOL To obtain the Virtual Private Network se
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