HRT Human Resources Toolkit

1. HRT Human Resources Toolkit Introduction to HRT April 2007 IT-AIS-MDS IT-AIS-MDS

2. What will you learn today…? • After the presentation, you should... • know what HRT is and how to access it • understand the structure of the HRT Main Menu • know where to find the key reports used in HRT • learn how to use ranges and virtual units • have an idea about the HRT Information Centre • be able to schedule reports for automatic execution

3. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

4. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

5. Where to find HRT • Inside CERN use the following URL • hrt • From outside CERN • https://hrt.cern.ch/ • Supported browsers • All major browsers in a recent version (e.g. IE 6/7, Firefox 2.0, Safari 2, Konqueror 3.5 etc.)

6. Some Words about HRT • Mainly gathers its data from foundation • Data is extracted once per day (extractions run during the night) • HRT (among other applications like CET, SMT, IC, CFUtk etc.) is maintained and further extended by the IT-AIS-MDS team: Per Gunnar Jönsson (SL) Chris Dixon (STAF) Jan Janke (STAF) Piotr Sliwa (FELL)

7. Main Menu

8. Main Menu

9. Main Menu

10. Access Selection

11. User Preferences

12. The HRT Menu - Persons Personnel Reports Access and Work Documents Absence Information

13. The HRT Menu - Career Career Information Training Information

14. The HRT Menu - Planning Staffing Information Costing Information

15. The HRT Menu - FAS Technical Students Maintained by HR-SMD-PM Fellows and Associates

16. The HRT Menu - Simulations DPO access only

17. The HRT Menu - Information Information screens provided by HRT

18. The HRT Menu - Miscellaneous French & Swiss Cards Applications Radiation Dose Report

19. The HRT Menu - HRT-PIE HRT-PIE application integrated into HRT Unlike the rest of HRT, access is by Experiment

20. The HRT Menu - My Pay Info Link to AISMEDIA application run and maintained by IT-AIS-FPF section

21. Customising Report Output Select the output format for your report

22. Customising Report Output

23. Storing Reports Create and maintain folders to organise reports Enter a name for the report Run stored reports, edit them, send them to others to use

24. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

25. Key Reports - Personnel List

26. View and query all of the personnel information known to HRT

27. Key Reports - Personnel Graphs

28. Personnel Graphs 1. Select grouping category 2. Select chart type

29. Key Reports - Access & Safety Details

30. View access and safety course information for a given person – including CTA Safety

31. Key Reports - Career Overview

32. View and query contract information known to HRT

33. Key Reports - Costing Reports View and query PPA data known to HRT Allows a user to query by recharging codes

34. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

35. Advanced Features - Ranges of Values Enter a range of values

36. Enter a range in any field which supports them!

37. Value Ranges • Use of ranges is possible in fields like • Organic Unit, PPA Unit, Budget Code, Project, Experiment … • Specify range limits by using a colon ':' • Ranges only having a left or a right bound are accepted as well • Two bounds - 47115:47118 • Right bound - :47118 • Left bound - 47115:

38. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

39. Virtual Units Virtual Units

40. Editing Virtual Units My own virtual units Shared virtual unit

41. Editing Virtual Units

42. Editing Virtual Units An additional personhas been added.

43. Using Virtual Units Instead of only queryingthe members of the section IT-AIS-MDS, the reportwill also search for the personthat has been added to the virtual unit.

44. Using Virtual Units IT-AIS-MDS Additional (virtual) team member

45. Use ranges of values

47. Use them in your reports like any other unit

48. Send a copy of your Virtual Unit to someone else to use Enter the name of a person or an organic unit to send it to Virtual Units that were sent to you will be highlighted so that you know you cannot modify them

49. Virtual Units - Summary • Available in HRT and CET • Can be used in all reports • Container for different items of various types • Persons • Cost centres • Organic and PPA units • Experiments and institutes • Projects • Contracts • Items of different types can be mixed up • Are processed at the time a report is executed (runtime) • Changing a virtual unit affects all reports it is used in

50. Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling