RIT Oracle Supervisor Self
Contents
1. Export Reports 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 From the drop down menu select Microsoft Excel Workbook xls Click the Export button on the right Click Click to view or save You may choose either Open or Save Save is recommended Choose a file name and a folder where you would like the report saved Click on Open to view the file Click on Enable Macros CON DM BW N 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 ORACLE Disrove Faculty Rank Report RIT_CONFIDENTIAL Sheet 1 pembe 1 7010 4 PM Actions y Rank tanio Make sure that none of the boxes under the Query Governor Section are checked 12 Page Preferences specify values for the following Preferences To change these options later click the Preferences link Query Governor N Warn me if pre2. e Postal Code e Email Address e Phone Number e Phone Type e Adjusted Hire Date e 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 e Organization e Person Name e Employee Number e Adjusted Hire Date 5 Page e Salary Change Date e Annual Salary e Salary Proportion e Costing Proportion e Cost Code e Costing Date From e Costing Date To e RIT Department e People Group e Grade e Grade Min e Grade Mid e Grade Max e Employment Category e Standard Hours e Manager Flag e Weeks Non Exempts e Months Exempts e Email Address e Supervisor Name e Assignment Start Date e Position Name and PC e Job Category e Location e Assignment Status e College Division e Rank e Tenure Status e Assignment FTE e FTE Proportion e Listserv Address Faculty Contract Renewal Info Lists all information contained in the annual Faculty Salary Notification Letters College Division e Employee Number Full Name e Salary Change Date e Current Salary e Increment e New Salary or Wage Rate e Organization Name e Position Name e Job Name e User Assignment Status e Rank e Tenure Date e Effective Date e Tenure Status e Lecturer Ranks Appt Start e Lecturer Ranks Renewal Date 6 Page Faculty Degree and Rank Info Lists all degree and school information for faculty
3. e College Division e Organization e Employee Number e Person Name e Adjusted Hire Date e Salary Change Date e Pay Rate e Annual Pay Costing Percentage e Costing Proportion e Cost Code e Costing Date From e Costing Date To e RIT Department e People Group e Grade e Employment Category e Standard Hours e Number of Weeks e Manager Flag e Months Exempts e Email Address e Supervisor Name e Assignment Change Date e Position Name and PC e Job Category e Location e Assignment Status e Assignment FTE e FTE Proportion e Internal Address Open and Filled Positions Position Control Report Lists all open and filled positions which are within your area of manager self service access 8 Page e College Division e Employee Number Emp e Last Name e First Name e Full Name e RIT Position Flexfield e Organization e Position Dept e Assignment Status e Employee Current Salary e Position Budget e Position Control Number e Position Funding Type e Assignment FTE e Position FTE e Position Title e People Group e Job Category e Assignment Standard Hours e Assignment Standard Months e Assignment Standard Weeks e Temp Position End Date e Job Code e EEO Code e Voting Block Oracle Responsibilities Report Lists all Oracle Responsibilities for each employee This is a list of all the various access the employee may have including General Ledger Human Resources and Purchasing e College Division e Assignm
4. e Supervisor Name e Position Name and PC e Job Category e Location e Assignment Status e College Division e Rank 10 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 e Organization e Employee Number e Person Name e Position Name e Job Name e Grade Name e Salary Change Date e Annual Salary Special Assignment Per a Certain Date List all people who are receiving a special assignment pay element during a specified period e Employee Number e Full Name e Element Name e Element Effective Start Date e Element Effective End Date e Input Value Name e Element Costing e GI Department Name Staff Degree Information Lists all degree and school information for staff as reported in the RIT HR System e College Division e Employee Number e Full Name e Assignment Organization Name e Terminal Degree e School Name e Rank e Position Name e Job Name e Location Name e Tenure Status e Tenure Date e People Group Summer Salary Per a Certain Date 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 e Full Name e Element Name e Amount 11 Page e Contract Amount e Element Effective Start Date e Element Effective End Date e Element Costing e Department Code e GLDepartment Name
5. 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 2 Page My Employee Information By clicking on the My Employee Information link you should immediately see your direct reports To view the subordinates of your direct reports click on the next to their supervisor s name to expand the list 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 organizational charts Note the RIT Organization Chart is updated daily from Oracle There are two icons next at the end of each row for each employee Action and Details To view employee demographic information click on the Action icon From the Details icon you will be able to view Employment Salary and Performance current and historical information displayed as tabs On the Employment tab you will see Job Assignment information with effective start and end date for each assignment On the Salary tab you will see all Base Salary changes with effective start and end dates On the Performance tab you will see all annual Performance ratings and the dates they were received in HR Change Supervisor You can change an employee s supervisor reassign an employee s direct reports
6. as reported in the RIT HR System Lecturer Ranks Term 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 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 Tenure 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 College Division Employee Number Person Name Salary Change Date Salary Amount Salary Change Reason Approved Flag Organization Name Assignment Start Date Assignment End Date 7 Page e Position Name e Job Name Lump Sum Merit Increases Merit Bonus Payments report Lists all employees who received a Merit Bonus payment as part of the Merit planning process e Employee Number e Person Name e Element Effective Start Date e Element Effective End Date e Amount e Organization e College Division e People Group Non Exempt Assignment Details Salary and Costing Lists the general ledger account number percentages and calculated amount charged to each employee
7. e 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 e Person Name e Costing Date From e Costing Date To e Costing Proportion e Cost Code e RIT Department e RIT Object e Organization Name Current Assignment and Salary Details Lists the employee s most current salary and limited position data e Organization e EE Employee Number e Last Name e First Name e Adjusted Hire Date e Salary Change Date e Salary End Date e Salary Pay Rate e People Group e Employment Category e Standard Hours e Manager Flag e Weeks Non Exempts e Months Exempts e Email Address e Supervisor Name e Position Name and PC e Job Category 4 Page e Location e Assignment Status e College Division e Effective Date of Rank e Rank e Tenure Date e Assignment FTE e Tenure Status e Payroll Name e Grade e Grade Min e Grade Mid e Grade Max Emergency Contacts Lists the contact information as entered by the employee e College Division e Employee Name e Organization Name e Primary Contact e Contact Type e Contact Full Name e Contact Phone Number e Contact Phone Type e Employee Number Employee Personal Data Lists personal data e g home address for each employee as reflected in Oracle e Organization e EE Employee Number e First Name e Last Name e Address e City e County e State
8. RIT Oracle Supervisor Self Service Manual Revised 9 18 12 Table of Contents AE EA o O te deus vate clawed pont aan hue eae tuntatetuloba a 2 ao CCE STOIC AA e a a nn A A A E 2 FLOM an ON CarnmpusiLoOca ON cias 2 ErOm an Off Campus Location adrenn aaa 2 How to Use the Oracle Supervisor Self Service Applications cccccccsssccccccesececceneccceeseececeeececceeceeeeeseceessuecessuneceeeenaeeeetas 2 My Employee Into rmac Es 3 Change Supe OP 3 To seve ta T A A 4 COSINE ISO Masai 4 COSTING HISTORY DY EM DIOV Ce aia tds 4 Current Assignment and salary Detalla latidos 4 EMEere ener Contact iO cd 5 Employee Persona Data cusxeai te uit ees totais E Bua Bae vacy E adnan ia veaucet beasts 5 Exempt Assignment Details Salary and COSting ccscccsssecccseccceseceeesceeeseceesueeeeeneceeecessueeseneneeees 5 Faculty Contractirenewa Oise cai des da e ania Sadat 6 Faculty Degree and Rank INTO da 7 A O O 7 lA A A tees 7 Lump Sum Merit Increases Merit Bonus Payments report occcccnnccnncnnccnnnnnnaconnnnnacononanononananinononos 8 Non Exempt Assignment Details Salary and COSTINB o ccoooccnonononncnnononanonenacononacononnnononaronenaconenanonos 8 Open and Filled Positions Position Control Report ccoocccnnnccnnnnncnnnnacnnonanononacononarononacononacinonocononaso 8 Oracie Responsibilities REDO taurina dial 9 Overload pera Cer al Pero id le Diio ass 9 N 10 Salary Costing ana Assigninent Detalla 10 Sa
9. Y the existing structure before submitting through the ON LINE APPROVAL Workflow process 3 Comments to Approver This box is used to type an appropriate message to display in the email sent to the approver 4 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 5 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 The changes WILL NOT be committed to Oracle until the change has been approved Once approved a notification will go to the new supervisor 3 Page List of Reports The following reports are available for you to run through RIT Supervisor Self Service Several require date parameters Based on the employee types that are in your reporting hierarchy there may be cases where your report does not return data for example faculty only reports if there are no faculty in your hierarchy Costing History Lists the history of the general ledger account number and percentages to which each employee was charged e Employee Number e Person Name e Costing Date From e Costing Date To e Costing Proportion e Cost Code e RIT Department e RIT Object
10. dicted time exceeds 50 Enter a value between 1 and 99999 m seconds C Prevent queries from running longer than 1800 Enter a value between 1 and 99999 in seconds T Limit retrieved query data to 99999 Enter a row limit value between 1 and 99999 Retrieve data incrementally in groups of 250 Enter a row limit value between 1 and 10000 Cancel list of values retrieval after 3 Enter a value between 1 and 99999 in seconds Leave all other settings as they have defaulted Click the APPLY button and re run your query 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 13 Page
11. e instructions visit the VPN web page at http www rit edu its node 135 2 Once you have downloaded and logged in to VPN access an Internet browser and go to URL https mybiz rit edu 3 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 Supervisor Self Service Applications After you have logged into your Oracle Home Page you will see a number of responsibilities listed including RIT Supervisor Self Service After clicking on your responsibility you will see your sub function links as discussed below 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
12. ent Organization Name e Employee Number e User Name e Employee Name e Supervisor Name e Responsibility Name e Responsibility End Date e Position Name e User Assignment Status e Email Address Overload per a Certain Period Lists all people with an overload pay element being charged to a general ledger number within your organizational hierarchy during the current quarter e Employee Number e Full Name e Element Name e Amount Contract Amount e Course Number e Element Effective Start Date 9 Page e Element Effective End Date e Element Costing e Department Code e GLDepartment Name Position Details Lists the position and job data for each employee as reflected in Oracle e College Division e Employee Number e Last Name e First Name e Position Name and PC e Position Title e Position Number e Position Funding e Organization e Job Category e Supervisor Name e Position Department e Position FTE e Person Assignment FTE Salary Costing and Assignment Details Lists the general ledger account number and percentages charged plus other assignment and salary data e Organization e Last Name e First Name e Employee Number e Adjusted Hire Date e Salary Change Date e Annual Salary e Costing Proportion e Cost Code e Costing Date From e Costing Date To e Costing GL Department e People Group e Grade e Employment Category e Standard Hours e Manager Flag e Weeks Non Exempts e Months Exempts e Email Address
13. lary FIISTORY REDON nenn na a a a uaa buses a a se oad Maite a a 11 Special Assignment Per a Certain Date niece A eee aoe eeees 11 Stan Degree IMTOMMAUOM ia xeieleiaiecaich a cance yl botliwidvadevelenaitasabsedennanedeveunantwiocdtstieadeueletaeaebess 11 Summer Salary Perd Cerah alisado letal 11 EOE DORSO ECO ocioteca 12 Troupleshootine REDO ia iaa 12 1 Page Overview RIT Supervisor Self Service provides managers and supervisors online information and tools to enable them to make time sensitive personnel decisions and transactions How to Access Oracle From an On Campus Location 1 Using your Internet browser go to the URL https mybiz rit edu 2 If you are using 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 3 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 Oracle Supervisor Self Serve 1 VPN virtual Private Network 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 servic
14. to a new supervisor or assign new direct reports to the selected employee through this link Click on the Action icon to make supervisory changes The Supervisor field in Oracle controls which subordinates show up under a manager Supervisor Self Service hierarchy which is also used to create the person hierarchy in Human Resources Supervisory Organization Chart 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 make supervisory changes for a specific employee click the Action icon to the right of their name a You may now enter a new supervisor for the employee Enter the name as Last Name First Name eg Smith John You may be prompted to select the person from a list b If the employee has direct reports you can either keep them with the selected employee or reassign them to a new supervisor on this screen Click on the Assign to all to change all the employees or you can individually change the supervisor for each direct report c You may also add new direct reports to the selected employee The choice of employees comes only from your existing hierarchy This functionality is useful if you would like to structure a re organization of reporting relationships within your department 2 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 VERIF
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