9.2 Creating a Supervisor ID Mass Update
Purpose: Use this document as a reference to change the Supervisor ID in Job Data, from one Empl ID to another for a group of employees.
Audience: Human Resource Specialists and/or Human Resource Administrators.
You must have at least one of these local college managed security roles:
- ZC HR Employee Maintenance
- ZZ HR Employee Maintenance
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Creating a Supervisor ID Mass Update
Navigation: NavBar > Navigator > Workforce Administration > CTC Custom > CTC Processes > Supervisor ID Mass Update
- The Supervisor ID Mass Update search page displays.
- Select the Add New Value tab. (This step is strictly for the first run; after that you may use this new run control ID).
- Create a Run Control (something unique and easy to remember).
- Select the Add button.
- The Supervisory ID Mass Update page displays.
- Select the appropriate Company.
- Enter/Select the Effective Date for the Job Data Insert.
- Select the appropriate Action for the Job Data Record.
- Select the appropriate Reason (optional but highly recommended).
- Enter/Select the appropriate From Supervisor ID.
- Enter/Select the appropriate To Supervisor ID.
- Select the appropriate Department (if applicable).
- Select Run to activate the process request.
WARNING: The system WILL NOT create/insert a new row for an employee with an effective dated row that is greater than the date entered in step #5; or if the employee has an Expected Job End Date less than the effective date in step #5.
Should an employee have a future dated row greater than the effective date entered in step #5; a manual entry will need to be created Job Data. Additionally, if an employee has an Expected Job End Date that is less than the date entered in step #5; a manual entry will need to be created in Job Data.
Be sure to check your report results for validation.
This process WILL create an effective dated sequence for multiple actions with the same effective date.
- The Process Scheduler Request pagelet displays.
- Select the OK button.
- The Supervisor ID Mass Update page displays.
- Make note of the Process Instance number.
- Select the Process Monitor link to view the progress of the request.
- The Process Monitor page displays.
- From the Process List tab, select Refresh until the Run Status changes to Success and the Distribution Status changes to Posted.
- Select the Go back to Supervisor ID Mass Update link.
- The Supervisor ID Mass Update page displays.
- Select the Report Manager link.
- The Report Manager page displays.
- From the List tab, select the CTC_SUPV_AE report link.
- The Report Index page displays.
- Select the SUPERVISOR_MASS_UPDATE link to view the actual results.
- A new window opens with results.
- Save the report (PDF file).
- Select an employee on the report.
- NOTE: You should ALWAYS VALIDATE your data at the end of this process. Select a few individuals from the results list to validate in Job Data. (Navigation: NavBar > Navigator > Workforce Administration > Job Information > Job Data)
- Remember to look for those employees with a future dated row greater than the date selected for this process. Those employees will need to be updated manually.
- The process to create a supervisor ID mass update run is now complete.
- End of procedure.
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