Viewing the Employees that Report to a Supervisor in the UGA Financial Management System

   Overview   

   Instructions   

1. Step 1: Click the Employee Self Service dropdown button to activate the menu.
2. Step 2: Click the UGA Financials link.
3. Step 3: Click the Query Viewer tile.
4. Step 4: In the Query Name search field, enter "UGA_WF_Supervisor" to find the appropriate query.
5. Step 5: Click the Search button.
6. Step 6: Click the HTML link to see the report online.
7. Step 7: Click the look up magnifying glass button to search by employee name.
8. Step 8: The Search dialog opens with the Basic Lookup. To search by name, you will need to use the Advanced Lookup.
9. Step 9: The Advanced Lookup has three fields to use as criteria. Enter all or the first part of the last name of the supervisor into the  Name or Last Name field.
10. Step 10: Click the Look Up button.
11. Step 11: The list is reduced to those that match the criteria you entered. Click the appropriate employee.
12. Step 12: A list of all the employees who report to that supervisor is displayed.
13. Step 13: The selection returns the Supv ID for the selected supervisor. Click the View Results button.
14. Step 14: A list of all the employees who report to that supervisor is displayed.
15. Step 15: You can use the browser print features to print the report, if needed. You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.
16. Step 16: Click the Close Tab button when you have finished.

1. Step 1 Click the Employee Self Service dropdown button to activate the menu.

2. Step 2 Click the UGA Financials link.

3. Step 3 Click the Query Viewer tile.

4. Step 4 The Query Viewer opens so that you can search for the query you need. In the Query Name search field, enter " UGA_WF_Supervisor" to find the appropriate query.

5. Step 5 Click the Search button.

6. Step 6 The Search Results are displayed, and the query is shown in the list. Click the HTML link to see the report online.

7. Step 7 The Supv ID number is the supervisor's Empl ID, or employee ID number. If you do not know that number, you can look up the name. Click the look up magnifying glass button to search by employee name.

8. Step 8 The Search dialog opens with the Basic Lookup. To search by name, you will need to use the Advanced Lookup. Note : Employee information has been masked for privacy.

9. Step 9 The Advanced Lookup has three fields to use as criteria. Enter all or the first part of the last name of the supervisor into the  Name or Last Name field. Example shown here: " fraker "

10. Step 10 Click the Look Up button.

11. Step 11 The list is reduced to those that match the criteria you entered. Click the appropriate employee.

12. Step 12 The selection returns the Supv ID for the selected supervisor. Click the View Results button.

13. Step 13 A list of all the employees who report to that supervisor is displayed.

14. Step 14 You can use the browser print features to print the report, if needed. You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

15. Step 15 Click the Close Tab button when you have finished.

16. Step 16 You have completed the steps to run a query to find the employees who report to a specified supervisor.