CHRS Knowledge Base

Delivered Mass Update Process

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Overview

This article shows campus users how to initiate the Mass Update process.

Both campus and CMS must work together to complete the process.

Procedures included in this article:

Background

This process requires coordination between the campus and Central Management Services (CMS) staff. The owner of each task is called out in the task name to help users identify who is responsible for completing each task.

Create Private Query

What you will do:

  • Create a new private query.
  • Select record GB_QRY_LINK_VW (required).
  • Add criteria from JOB (e.g., HR_STATUS = A, COMP_FREQUENCY = H, COMPRATE < 15.00).
  • Select all fields from GB_QRY_LINK_VW as output. Do not include JOB fields in output.
  • Run the query, verify results match intended employee population.

The Query will be made public by CMS

Your criteria cannot include:

  • Unions
  • Aggregates
  • Tree Option as an expression
  • Prompt as an expression

You can only use the following:

  • Field Name
  • Expression
  • Constant
  • In List
  • Current Date
  • Effective Sequence
  • The maximum length of the expression is 254 characters

Step 1: Open the Navbar button.

Navbar button

Step 2: Navigate to Reporting Tools > Query > Query Manager

Step 3: Create a new query.

Create New Query link.

Step 4: Search for the record:  GB_QRY_LINK_VW.

Record search

Step 5: Add the record.

Add Record link

Step 6: Click Check All.

  • All fields are now selected.
Check All button.

Step 7: Open the Records tab.

Query Manager - Google Chrome

Step 8: Search for JOB.

Query Manager - Google Chrome

Step 9: Click Join Record on the JOB - EE Job History row.

Query Manager - Google Chrome

Step 10: Confirm Standard Join is selected, then click A = GB_QRY_LINK_VW - Group Build Query Link

Join to filter and get additional fields (Standard Join)

Step 11: Click Add Criteria.

Add Criteria

Step 12: Click OK.

Query Manager - Google Chrome

Step 13: Open the Criteria tab:

 

 

Criteria tab

Step 14: Add criteria as needed (at the discretion of the campus).

EXAMPLE (Minimum Wage)

The criteria in the MINWAGE query are listed below as an example.

  • HR_STATUS = A
  • COMP_FREQUENCY = H
  • COMPRATE < 15.00
  • JOBCODE = 1870

Step 15: Click the Run tab to run the query to ensure it produces the correct results.

Run tab.

Step 16: Optional - edit the query as needed.

Save the private query

Step 1: When you are finished creating your private query, click Save.

Query Manager - Google Chrome

Step 2: Complete query save fields, then click OK.

Use the following naming convention for the private query: [CAMPUS]_MINWAGE or [CAMPUS]_MASSTERM

Query Manager - Google Chrome
How to add criteria

Use this example if you need guidance for adding criteria.

In this example, you are adding the HR Status = Active criterion.

Step 1: Click Add Criteria.

Add Criteria

Step 2: For Expression 1, click the Lookup.

Expression 1

Step 3: Click Show Fields. In this example, we want to show fields from the JOB table.

Show fields button

Step 4: Select the field.

B.HR_STATUS - HR Status field

If you cannot find the field in the first 50 results, click View 100 or use the arrow buttons to navigate through the pages of fields.

Field navigation tools

Step 5: Select the condition type. In this case, it is equal to, so leave it as is.

Query Manager - Google Chrome

Step 6: For Expression 2, click the Lookup. In some cases, you might enter a constant, field, expression, etc.

Query Manager - Google Chrome

Step 7: Click Select Constant from the list.

Select Constant

Step 8: Review the criterion to make sure it is correct.

Finished Criterion

Step 9: Click OK. The criterion is added to your list of criteria.

OK button

Create ServiceNow Ticket

Open a Service Now (SN) ticket and provide an English description of their intentions.

  • Include the results for the private query when the correct population of employees is selected
  • Include a comment in the Service Now ticket that you approve the query results.

CMS will review the criteria and, if necessary, discuss with you.

End of Article

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