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Table of Contents

View Employee

From the UCL Home app, view directory information about all Employees within UCL.

Directory information is visible to everyone in Salesforce and includes

  • Name

  • EMPLID

  • Email Address (unid@utah.edu)

  • Phone

  • Facility

  • Supervisor

  • Department

  • Unit

  • Title

  • Working Title

To interact with Employee records in the context of Onboarding and Exiting, go to your working app or to the UCL Service Desk and click on Employees.

Info

Employee status information, Tasks, and Chatter are only available in designated apps. If you can’t see the working information, check your app, or verify that the Employee needs Onboarding or Exiting support.

To see a walkthrough demonstration of the Employee Management Onboarding and Exiting process, follow along with this video!

https://mediaspace.utah.edu/media/t/1_1bpdbe2r

Provided Employee List Views

List View

Filter Criteria

Purpose

{Support Team Name} Unassigned

  • Owner = Queue

Show Cases that have not been assigned to an individual Owner.

{Support Team Name} (Open)

  • Support Team = {Support Team Name}

  • Closed = FALSE

Show my team’s Open Cases in any Status.

{Support Team Name} (Closed)

  • Support Team = {Support Team Name}

  • Closed = TRUE

Show my team’s Closed Cases. Used to search prior Cases.

All Active Employees

  • Employee Status = Active

Show Employees that are Actively working for UCL, with no outstanding Onboarding or Exiting Tasks.

Onboarding in Progress

  • Employee Status = Onboarding in Progress

Show Employees that are being Onboarded within UCL with outstanding Tasks.

Exiting in Progress

  • Employee Status = Exiting in Progress

Show Employees that are Exiting a role within UCL with outstanding Tasks.

Academic and Professional Prgms Employees

  • Employee Status = Active

  • Department = Academic and Professional Prgms

Show Employees that are Actively working within the Academic and Professional Programs department.

Continuing Ed Employees

  • Employee Status = Active

  • Department = Continuing Ed & Comunty Engmnt, Continuing Ed Administration

Show Employees that are Actively working within UCL in Continuing Ed administrative roles.

Digital Learning Employees

  • Employee Status = Active

  • Department = UCL Digital Learning, UCL Digital Learning Exp, UCL Digital Learning Tech

Show Employees that are Actively working within the Digitial Learning vertical, including DLX and DLT.

Finance & Ops Employees

  • Employee Status = Active

  • Department = Finance & Ops

Show Employees that are Actively working within the Finance & Ops department

Marketing & Development Employees

  • Employee Status = Active

  • Department = Marketing & Development

Show Employees that are Actively working within the Marketing & Development department

Youth & Personal Enrichment Employees

  • Employee Status = Active

  • Department = Youth & Personal Enrichment

Show Employees that are Actively working within the Youth & Personal Enrichment department

You can always Clone the provided views to create a customized list view. Find more information on list views here: Salesforce - List View Walkthrough

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