Salesforce - Employee
- Carrie Felton
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.
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 |
|---|---|---|
All Active Employees |
| Show Employees that are Actively working for UCL, with no outstanding Onboarding or Exiting Tasks. |
Onboarding in Progress |
| Show Employees that are being Onboarded within UCL with outstanding Tasks. |
Exiting in Progress |
| Show Employees that are Exiting a role within UCL with outstanding Tasks. |
Academic and Professional Prgms Employees |
| Show Employees that are Actively working within the Academic and Professional Programs department. |
Continuing Ed Employees |
| Show Employees that are Actively working within UCL in Continuing Ed administrative roles. |
Digital Learning Employees |
| Show Employees that are Actively working within the Digitial Learning vertical, including DLX and DLT. |
Finance & Ops Employees |
| Show Employees that are Actively working within the Finance & Ops department |
Marketing & Development Employees |
| Show Employees that are Actively working within the Marketing & Development department |
Youth & Personal Enrichment Employees |
| 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
Task Queues
A Queue is used to assign a record to a group of Users. Tasks can be assigned to a Queue and someone in that Queue can complete the Task.
Queue | Queue Email |
|---|---|
AV & Tech Support | |
Finance | No Queue email - all members are notified |
HR | No Queue email - all members are notified |
Operations | No Queue email - all members are notified |
Systems & Data |