Oracle Discoverer Mail Merge

HR: Capstone
Student Guide
Table of Contents
Course Overview - HR: Capstone ..................................................................................................................1-1
Course Overview - HR: Capstone .................................................................................................................1-2
Generating Reports .........................................................................................................................................2-1
Generating Reports ........................................................................................................................................2-2
Generating Reports ....................................................................................................................................2-4
Discoverer - Opening a Pre-Defined Report..............................................................................................2-10
Summary........................................................................................................................................................2-17
Using Reports...................................................................................................................................................3-1
Using Reports ................................................................................................................................................3-2
Summary........................................................................................................................................................3-20
Creating Mailing Labels..................................................................................................................................4-1
Creating Mailing Labels ................................................................................................................................4-2
Creating Mailing Labels ................................................................................................................................4-3
Discoverer - Export Mailing Label Information to Excel..........................................................................4-4
Creating Mailing Labels Using MS Word 2000 ........................................................................................4-8
Creating Mailing Labels Using MS Word 2003 ........................................................................................4-16
Summary........................................................................................................................................................4-29
Copyright 2000 University of Virginia and Oracle Corporation. All rights reserved.
HR: Capstone Table of Contents

i
HR: Capstone Table of Contents

ii
Course Overview - HR:

Capstone
Chapter 1
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Course Overview - HR: Capstone

Chapter 1 - Page 1
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Responsibilities
Having been assigned the IS responsibility listed below, you are required to attend this workshop
HR: Capstone.
This course is for the following responsibilities:
UVA HRMS Specialist
UVA HRMS Faculty/Staff Reviewer
Performance Objectives for HR: Capstone

At the completion of this workshop, you should know the following:
Generate a Report in IS
Generate a Report in Discoverer
Review and interpret data on specific HR reports.
Determine appropriate actions from viewing report results.
Generate the IS.HR_Employee Information for Labels report.
Export label data to Microsoft Excel.
Perform a mail merge in Microsoft Word to create mailing labels.
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Generating Reports
Chapter 2
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Generating Reports
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Generating Reports
Section Objectives
At the end of this section, you should be able to:
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Generating Reports
Chapter 2 - Page 2
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Generating Reports
Generating Reports In IS
Generating reports in IS follows the same procedure, regardless of the report. Each report,
however, has its own parameters or search criteria.
Reports may be viewed on screen or printed to your IS printer or via your web browser. Printing
using an IS printer is the preferred printing method; the reports were designed for IS printers. If
you choose to print via the web, the report may not fit on the page properly, and you may need to
change the page orientation from portrait to landscape.
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Generating Reports
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Generating Reports
Submit Request
IS HRMS
N Submit Processes and Reports Submit Processes & Reports
Submit a New Request
1.
Select Single Request and click on the [OK] button.
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Select Report Name

2.
Use the list of values to select the report name in the Name field.
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Complete the Parameters Form
3.
Complete the Parameters form.

The Parameters form is different for each report. The example above contains common
search criteria such as Effective Date and Organization. You may use any of the fields on
the Parameters form to enter search criteria. For some reports to run correctly, certain
parameters may be required.
4.
Click on the [OK] button.
Print Using an IS Printer

You may review the report online or print it out. If you wish to print it out and you have an
IS printer, follow the steps in this section. If you wish to view the report online or print
using a non-IS printer, skip to the Viewing and Printing Using Your Web Browser section.
5.
Click on the [Options...] button.
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6.
Complete the Print the Output To region of the Upon Completion... form.
Printer: Enter your printer name or use the list of values to select a printer name.
Copies: Enter the number of copies of the report to print. To print any copies, you
must enter a number greater than 0.
If your printer name is not found, contact your LSP or the ITC Help Desk to get an IS
printer set up.
7.
Click on the [OK] button.
8.
Click on the [Submit Request] button.
9.
Close the Requests window.
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Viewing and Printing Using Your Web Browser
10. When the report is finished running, the Phase field will say "Completed" and the Status
field will say "Normal". If the Phase field does not say "Completed", click the Refresh Data
button occasionally to see the current status on screen.
11. Click on the [View Output] button.
The report will open in a web browser window in which you may view the report.
12. To print, click your browser's print function.
13. Close the browser window and the Requests window to return to the Navigator.
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Generating Reports
Generating Reports in Discoverer
IS Discoverer is used to run reports in the Operational Data Store (ODS). The ODS is a nightly
copy of the IS database. Custom reports are created in Discoverer and may be run by anyone
with access to the ODS.
The ODS is a nightly copy of the Production database. Information viewed in Discoverer reports
will be one day old. Changes made in IS will not appear in Discoverer reports until the next day.
Logging In to Discoverer
To access Human Resources reports in Discoverer, you must log in using a special username.
This special username name limits access to private human resources data to those users with a
human resources responsibility in IS. Use the login information below.
Username:
userid:UVA ODS Specialist-Limited
Password:
your IS password
Connect: ods
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Discoverer - Opening a Pre-Defined Report

Discoverer
B Open an Existing Workbook
B Database
Workbook Wizard
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1. Click the button: Open an existing workbook.
2.
Click the button: Database.
3. Select the Pre-Defined Report you want to run.
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4. Click the button: Open.
5. Select 'Open the workbook in the current database account'. The Parameter Wizard appears.
Notes on the Parameter Wizard

NOTE: Some reports will not present this selection. This screen appears only when you are
opening a Pre-Defined report created in a user account other than your own.
The user may also inhibit this screen from appearing regardless of who created the report by
Navigating to TOOLS/OPTIONS/ GENERAL tab and un-checking the Display warning
when opening workbook saved in a different database account.
NOTE: The Parameter wizard defines the selection criteria for producing the results set.
These parameters may be modified and new parameters can be defined. Users learn to
modify and create parameters in ODS 1, Creating User Defined Reports.
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All Pre-Defined reports may not display this Parameter Wizard. If it displays, you may
select from the List of Values (LOV) indicated by the black triangle at the far right of the
field. You may also key the value. If there is no LOV you must key in the desired
value.
NOTE: The report might allow multiple values or a single value for a given report.
NOTE: The description box shows the format masks for the values. Parameters must be
keyed in conformity with the format (i.e. case sensitivity, punctuation such as quotation
marks surrounding characters, number of digits in year, etc.).
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6.
Select [Finish].
The report window opens with this message:
NOTE: Select [No], only if you want to modify the report before running it, or you want to
open a different worksheet tab. The report will then open with no results. You can then
either modify the worksheet or change worksheet tabs.
7.
Select [Yes]. The report will open to the sheet indicated in the message.
8.
You may open more than one Pre-Defined Report at a time. Use the File Menu (File
Open) to select any other report(s) you wish to review.
9.
With more than one report open use the Window menu to choose the report you want to see.
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10. You may close one report at a time by selecting the report you want to close from the
Window menu (previous example) then, selecting
File Close.
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11. When you have finished reviewing all reports you may close Discoverer and any reports still
open by selecting File Exit.
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Summary
Summary
Having completed this section, you should be able to do the following:
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Using Reports
Chapter 3
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Using Reports
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Using Reports
Section Objectives
At the end of this section, you should be able to:
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Using Reports
Chapter 3 - Page 2
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Using Reports
Introduction
The course is intended to review Human Resources reports used by departments. These reports
will be used to assist departments by alerting departments to:
changes in employee information which may need to be verified or corrected.
employee information which may need to be updated, such as appointment or leave end
dates.
outstanding official documents that must be submitted to University Human Resources.
Summaries of the reports include the following information:
Name: Name of the report.
Worksheet: Name of the worksheet if there are multiple worksheets in a Discoverer

report. Worksheets appear as tabs in the lower right corner of the Discoverer screen.
Purpose: Why the report is used.
Frequency: How often the report is run. May include a recommended and a required
frequency.
Critical Fields: The fields in the report to be reviewed which may trigger an action.
Action: Any steps to be taken based on the information in the report.
Additional Information: Any additional information or hints about running or

viewing the report.
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Using Reports
Reports in IS
Name
UVA HR Personnel Data Change Form
Worksheet
N/A
Purpose
Displays information entered into the Integrated System

for a person. Facilitates verification and changes.
Frequency
As needed.
Critical Fields
All data.
Action
Employee or department may verify information. Enter

changes on the paper form. Submit paper form to the
UVA HRMS Specialist to enter into the Integrated
System.
Name
UVA HR Faculty Detail Report
Worksheet
N/A
Purpose
Displays information about faculty members.
Frequency
As needed.
Critical Fields All data.

Action
Revised: 11/5/04
As determined by department administrator.
Using Reports
Chapter 3 - Page 4
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Using Reports
Employee Maintenance Reports (Discoverer)
Name
IS.HR_Tenure Review Information
Worksheet
Tenure Review
Purpose
Identify faculty whose Projected Tenure Eligibility End

Date is approaching.
Frequency
Required monthly.
Critical Fields Projected Tenure Eligibility End Date

Action
Ensure tenure review is conducted one year prior to

Projected Tenure Eligibility End Date.
Maintain the Tenure Info EIT.
Refer to Maintain - Tenure Information instructions.
Additional
Information
When entering a date in the Parameters Wizard, enter a

date at least one year in the future.
Name
IS.HR_Leaves End Date Expiration Report-Departments
Worksheet
Leave End Dt Expiration
Purpose
1. Review imminent returns from leave or suspension.

2. Verify that leave or suspension end dates are not later
than appointment end dates.
Frequency
Daily
Critical Fields
End Date
Action
1. Extend leave or suspension end date or return

employee from leave or suspenstion.
2. Change end date to a date prior to or matching the
appointment end date.
Refer to Maintain - Employee on Leave or Suspension
instructions.
Additional
Information
To view one organization at a time, move the

Organization of Primary Assignment to the Page Items
axis.
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Using Reports
Chapter 3 - Page 5
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Using Reports
Name
IS.HR_Next Performance Review
Worksheet
Next Performance Review
Purpose
Identify performance reviews that must be conducted.
Frequency
Recommended monthly.
Critical Fields Review End Date

Action
Revised: 11/5/04
Conduct performance review, discuss with employee,

submit performance review to University Human
Resources. UHR enters rating into the Integrated
System.
Using Reports
Chapter 3 - Page 6
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Using Reports
Appointment Expiration (Discoverer)
Name
IS.HR_Appointment Expiration
Worksheet
(1) Primary Appointments
Purpose
Identify primary appointments to be renewed or

terminated.
Frequency
Monthly
Critical Fields
Appointment End Date
Action
Extend appointment end date for faculty. Refer to

Maintain - Extend Appointment instructions.
Give notice to faculty member.
Terminate classified employee or faculty member.
Maintain - Terminate Employee instructions.
Contact UHR to extend position end date, then extend
appointment end date for classified employee. Refer to
Name
Worksheet
(2) Secondary Appointments
Purpose
Identify non-primary appointments to be renewed or

terminated.
Frequency
Monthly
Critical Fields
Appointment End Date
Action
Extend appointment end date for faculty. Refer to

If renewing a non-primary appointment, consult with
the organization of the primary appointment.
Terminate classified or faculty. Maintain - Terminate
Employee instructions.
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Using Reports
Chapter 3 - Page 7
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Using Reports
Name
Worksheet
(3) Administrative Appointments
Purpose
Identify administrative appointments to be renewed or

terminated.
Identify administrative appointments where the
Expected End Date is later than the appointment end
date of the employee.
Frequency
Monthly
Critical Fields
Administrative Appointment Expected End Date,

Appointment End Date of Primary Assignment
Action
If department or school policy requires approval to

renew administrative appointments, obtain approval to
renew administrative appointment.
Extend administrative appointment end date. Refer to
Maintain - Administrative Appointment instructions.
Allow administrative appointment to expire.
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Using Reports
Chapter 3 - Page 8
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Using Reports
Name
Worksheet
(4) Endowed Chair Appointments
Purpose
Identify endowed chair appointments to be renewed or

terminated.
Identify endowed chair appointments where the
Frequency
Monthly
Critical Fields Expected End Date, Appointment End Date of Primary

Assignment
Action

renew endowed appointments, obtain approval to renew
endowed appointment.
Extend endowed chair appointment end date. Refer to
Maintain - Endowed Chair Information instructions.
Allow endowed appointment to expire.
Name
Worksheet
(5) Committee Appointments
Purpose
Identify endowed chair appointments to be renewed or

terminated.
Identify endowed chair appointments where the
Frequency
Monthly
Critical Fields Expected End Date, Appointment End Date of Primary

Assignment
Action
Revised: 11/5/04

renew endowed appointments, obtain approval to renew
endowed appointment.
Extend endowed chair appointment end date. Refer to
Maintain - Endowed Chair Information instructions.
Allow endowed appointment to expire.
Using Reports
Chapter 3 - Page 9
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Using Reports
Outstanding Official Documents (Discoverer)
Name
IS.HR_Outstanding Official Documents
Worksheet
Missing I9
Purpose
Identify employees who have not submitted an I-9 form

to ensure compliance with Federal regulation.
Frequency
Daily
Critical Fields
Start Date, I-9 Status
Action
If status is "No" or blank, send I-9 form with appropriate

documentation to UHR within 3 days of hire.
If status is "Pending", check with employee to obtain a
copy of the Social Security card.
Name
Worksheet
Visa Expiration
Purpose
Identify employees whose visas will expire within 90

days to ensure compliance with Federal regulation.
Frequency
Daily
Critical Fields
Visa Expiration Date
Action
Inform employee to begin process of renewing visa three

months before end date.
If visa extended, forward extension information to UHR.
If visa expires, UHR will take appropriate action.
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Using Reports
Chapter 3 - Page 10
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Using Reports
Name
Worksheet
Selective Service
Purpose
Identify employees who have not submitted a selective

service form to ensure compliance with Federal
regulation.
Frequency
Daily
Critical Fields Selective Service Indicator

Action
Revised: 11/5/04
Ensure selective service from has been completed and

submitted to UHR.
Using Reports
Chapter 3 - Page 11
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Using Reports
Audit Report General Information
Audit reports record all changes to specific information in the database. The purpose of these
reports is to alert users to changes so that the changes may be verified as correct.
All audit reports contain a date and time stamp and the user id of the person who made the
change. If there is a question about why the change was made, you may wish to contact the
person who made the change for further information.
When running audit reports, the parameters will include a date range. You may specify a range
of dates since the last date that you viewed the report.
Audit Group 1 (Discoverer)

Name
IS.HR_Audit Reports - Group 1
Worksheet
New Hires and Rehires
Purpose
Review information about new hires and rehires to

ensure that the hire is appropriate.
Frequency
Recommended daily. Required prior to each HR

deadline.
Critical Fields
All data on report.
Action
Review data to ensure that it is approprate.

Faculty/Staff Reviewer may run the IS.HR_Approvals
for Hires and Salary Changes report. Refer to Salary
Approval - Generating the IS.HR.Aprovals for Hires and
Salary Changes Report instructions.
Contact HR for assistance if the person should not be
hired.
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Using Reports
Name
Worksheet
Terminate Employee
Purpose
Review terminations where the employee has been

terminated.
Frequency

deadline.
Critical Fields Actual Termination Date, Reason

Action
If terminated in error, reverse the termination. Refer to

Maintain - Reverse a Termination of an Employee
instructions.
If termination data incorrect, reverse the termination and
terminate again using correct information. Refer to
Maintain - Reverse a Termination of an Employee and
Maintain - Terminate Employee instructions.
Name
Worksheet
Terminate Assignment
Purpose
Review terminations where one or more of an

employee's assignments has been terminated, but the
person remains an employee.
Frequency

deadline.
Critical Fields
Actual Termination Date, Reason, Organization
Action
If the assignment termination is in error and payroll has

not been run since the termination, you may undo the
termination by date tracking to the day before the
termination and delete future changes.
If payroll has been run, you will have to create a new
assignment to replace the assignment that was
terminated. Refer to Maintain - Change Assignment
instructions.
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Chapter 3 - Page 13
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Using Reports
Name
Worksheet
Leaves of Absence
Purpose
This report records changes made to leave of absence

data. Review changes for accuracy.
Frequency

deadline.
Critical Fields Dates, Reason

Action
Revised: 11/5/04
Maintain employee record to correct any errors. Refer to

Maintain - Employee on Leave or Suspension
instructions.
Using Reports
Chapter 3 - Page 14
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Using Reports
Name
IS.HR_Audit Group 2
Worksheet
Key Flexfield Changes
Purpose
Review any changes made to key flexfield data.

Includes changes to People Group, Job, Position, and
Grade key flexfelds.
Frequency

deadline.
Critical Fields
People Group, Job, Position, Grade, Payroll, and

Location
Action
If incorrect, maintain data.

Compare people group data with the standard
conditions data (hours per week) in Integrated System.
Refer to Maintain - Change Assignment instructions.
Name
IS.HR_Audit Group 2
Worksheet
Salary Change
Purpose
Review any changes made to salary data.
Frequency

deadline.
Critical Fields
Effective Date of New Annual Salary, Old Salary Rate,

New Salary Rate, Old Salary Basis, New Salary Basis,
Frequency, Working Hours, Salary Change Reason
Action
If incorrect, delete Salary Proposal record. Enter a new

Salary proposal. New salary proposal will be subject to
approval process. Refer to Maintain - Changing Salary
instructions.
Compare salary to minimum and maximum of pay band.
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Using Reports
Chapter 3 - Page 15
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Using Reports
Name
IS.HR_Audit Group 3
Worksheet
Appointment Dates Changes
Purpose
Review any changes made to appointment begin and end

dates.
Frequency

deadline.
Critical Fields Old Appointment Start Date, New Appointment Start

Date, Old Appointment End Date, New Appointment
End Date.
Action
If incorrect, maintain dates. Refer to Maintain - Change

Assignment instructions.
Name
IS.HR_Audit Group 3
Worksheet
Hire Date Changes
Purpose
Review any changes made to hire dates.
Frequency

deadline.
Critical Fields Old Hire Date, New Hire Date

Action
Revised: 11/5/04
For faculty, compare dates with dates on offer letter. If

incorrect and payroll has not been run, maintain date in
the Integrated System.
If incorrect and payroll has been run, contact UHR for
assistance.
Using Reports
Chapter 3 - Page 16
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Using Reports
Name
IS.HR_Audit Group 4
Worksheet
Degree Change
Purpose
Review any changes made to degree information in order

to fulfill commitment to faculty contract.
Frequency

deadline.
Critical Fields End Date, Qualification Type, Attendance

Action
Maintain faculty data as needed. Refer to Maintain Update Education instructions.
Name
IS.HR_Audit Group 4
Worksheet
Tenure Info Change
Purpose
Review any changes made to tenure information.
Frequency

deadline.
Critical Fields
Tenure Status, all tenure dates, Total Time on Tenure

Track, Appointment End Date
Action
If incorrect, maintain Tenure Information EIT. Refer to

Maintain - Tenure Information instructions.
Ensure that Projected Tenure Eligibility End Date is not
later than the Appointment End Date.
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Using Reports
Chapter 3 - Page 17
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Using Reports
Name
IS.HR_Audit Group 4
Worksheet
Endow. Chair Info Change
Purpose
Review any changes made to endowed chair

information.
Frequency

deadline.
Critical Fields
Effective Date, Expected End Date, BOV Chair,

Endowed Chair
Action
If incorrect, maintain Endowed Chair Information EIT.

Refer to Maintain - Endowed Chair Information
instructions.
Ensure that Expected End Date is not later than the
Appointment End Date.
Name
IS.HR_Audit Group 4
Worksheet
Admin Appt Change
Purpose
Review any changes made to administrative

appointment information.
Frequency

deadline.
Critical Fields
Expected End Date, Appointment Type, Title
Action
If incorrect, maintain Administrative Appointment SIT.

Refer to Maintain - Administrative Appointment
instructions.
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Using Reports
Chapter 3 - Page 18
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Using Reports
Name
IS.HR_Audit Group 4
Worksheet
EOP Ref Change
Purpose
Review any changes made to EOP information.
Frequency

deadline.
Critical Fields EOP Reference #, Exemption Reason, Exemption End

Date
Action
Revised: 11/5/04
If incorrect, maintain EOP Reference SIT.

Using Reports
Chapter 3 - Page 19
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Summary
Summary
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Using Reports
Chapter 3 - Page 20
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Creating Mailing Labels

Chapter 4

Chapter 4 - Page 1

Section Objectives
Perform a mail merge in Microsoft Word to create mailing labels.

Chapter 4 - Page 2

Employee Labels (Discoverer)
The IS.HR_ Employee Information for Labels report retrieves address information from the HR
database. This information may be exported to Microsoft Excel and mail-merged to create labels
in Microsoft word. Instructions for the full process follow the report description.
Address information is to be used for official University business only. Any other use is a
violation of the User Responsibility Acknowledgement and Agreement signed by each Integrated
System user.
Name
IS.HR_Employee Information for Labels
Worksheet
Employee Label Information
Purpose
Create employee labels for University business mailings.
Frequency
As needed.
Critical
Fields
All data.
Action
Export data to Microsoft Excel, mail-merge with

Microsoft Word to create labels.
Additional
Information
The report parameters allow you to limit the address

information by your business need. There are many
parameters to choose from and you must use the Next
button on the Parameters Wizard to see all parameters.

Chapter 4 - Page 3
Discoverer - Export Mailing Label Information to Excel

Export Using the Toolbar Icon
If your system has MS-Excel installed, it is likely that you can use the following quick
method to export. If this method does not work for you, follow instructions in the Using the
File Menu to Export section of this document.
1.
With the report results on your screen, click the Microsoft Excel icon on the toolbar.
The Save As dialog box will not appear the first time you export the IS.HR_Employee
Information for Labels report. It will be automatically saved and immediately opened on
your screen. In that case, skip steps 2-4.
2.
You will be asked to save the file. Choose a filename and location for the file.
3.
Click the Save button.

Chapter 4 - Page 4
4.
If you selected to use the default filename and location, you will be asked if you wish to
replace the existing file. Click Yes if you wish to overwrite an earlier version of this file, or
select No and give the file a new name.
5.
The exported file opens in MS-Excel.

Chapter 4 - Page 5

Using the File Menu to Export
1.
With the report results on your screen, select Export from the File menu.
3.
Select "Current Sheet".
4.
Select "Microsoft Excel Workbook" as the export format.
5.
Choose the destination folder for the target file. Use the Browse button to select a location.
6.
Click the Finish button.
7.
Open the report in Microsoft Excel from the destination folder chosen in step 5.

Chapter 4 - Page 6

Chapter 4 - Page 7
Creating Mailing Labels Using MS Word 2000

Edit Mailing Labels Source File
1.
Using Microsoft Excel, open the file containing the data from the IS.HR_Employee
Information for Labels report.
If you specified a data directory when exporting the file, the file will be located where you
saved it. If you did not specify a directory, it will be saved in the default data directory for
Discoverer.
Windows98 users look in c:\orawin95\discvr31\.
Windows NT users, look in c:\orant\discvr31\.
2.
3.
Delete rows 1 and 2. Do not delete row 3, the row with the column headers such as "First
Name" and "Last Name".
Highlight rows 1 and 2 by clicking on the row label for row 1 and dragging your mouse
to the row label for row 2.
From the Edit menu, select Delete.
Save your work.

Chapter 4 - Page 8
4.
Close Microsoft Excel.
Create Mail Merge Document

5.
Open Microsoft Word to a blank document.
6.
From the Tools menu, select Mail Merge. The Mail Merge Helper window opens.

Chapter 4 - Page 9
7.
In step 1, click the Create button and select Mailing Labels from the list.
8.
Click the Active Window button.

Chapter 4 - Page 10
9.
In Step 2, click the Get Data button and select Open Data Source.
10. Navigate to the location of the data file using the Look in drop-down list.
11. Select MS Excel Worksheets (*.xls) from the Files of type drop-down list.
12. Click on the data file, and click the Open button.

Chapter 4 - Page 11
13. Entire Spreadsheet is selected. Click the OK button.
14. Click the Set Up Main Document button.
15. Choose the appropriate label options.

Dot matrix: Select this radio button to print on a dot matrix printer.
Laser and inkjet: Select this radio button to print on a laser or ink jet printer.
Tray: Use the drop-down arrow to select the paper tray to use.
Label Products: Use the drop down arrow to select the label products to view.
Product Number: Locate the product number of your labels.
Label Information: This section gives you the dimensions of the labels selected in
the Product Number field.
16. Click the OK button.

Chapter 4 - Page 12
17. Click the Insert Merge Field button and select the first field to print on the labels. E.g.,
First_Name.
18. Continue selecting fields to include on the labels until all fields you wish to print have been
selected.
You must put a space between fields printing on the same line.
You may type additional characters such as a comma.
You may move to a new line by hitting the Enter button on your keyboard.
19. Click the OK button.

Chapter 4 - Page 13
20. Click the Merge button.
21. Select merge options.

Merge to: Select New document.
Records to be merged: Select All.
When merging records: Select your preference of whether to print blank lines when
data fields are blank.
22. Click the Merge button. Microsoft word will perform the mail merge, creating a new
document containing your labels. An example is below. This may look different depending
upon which label format you are using.

Chapter 4 - Page 14
23. Print the labels from the new document.

24. If you wish, save your labels document and your mail merge document for future use.
25. Close Microsoft Word.

Chapter 4 - Page 15
Creating Mailing Labels Using MS Word 2003

1.
Open Microsoft Word 2003.
2.
From the Tools menu, choose Letters and Mailing and then Mail Merge Wizard.
3.
Select Labels for the document type.

Chapter 4 - Page 16
4.
Click on Next: Starting Document.

Chapter 4 - Page 17
5.
Click on Label options to ensure that the correct label product and size is selected.

Chapter 4 - Page 18
6.
Select the appropriate Label product, Product number and Printer Tray, and click on the
[OK] button.
7.
Click on Next: Select Recipients.

Chapter 4 - Page 19
8.
Click on Browse...

Chapter 4 - Page 20
9.
Find the labels file and click on the [Open] button.
10. Click on the [Select All] button.

11. Click on the [OK] button.

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12. Optionally, click on Select a different list... or Edit recipient list....

13. Click on Next: Arrange your labels.

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14. Click on Address block.

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15. Select the format for the employee's name, and click on the [Match Fields] button.

Chapter 4 - Page 24
16. Select the fields that you want to appear in the address block by clicking on the drop-down
arrow for that field.
The Address Line 2 and Address Line 3 are under the "Optional information" heading.
17. Click on the [OK] button.
18. Click on the [Update all Labels] button.
19. Click on Preview labels.

Chapter 4 - Page 25

Chapter 4 - Page 26
20. You can preview individual labels or make changes to the recipient list by clicking on Find a
recipient... or Edit recipient list.... respectively.
21. Click on Next: Complete the merge.

Chapter 4 - Page 27
22. Select the All button to merge all records (labels), and click on the [OK] button.
23. Select the printer properties as appropriate and click on the [OK] button to print the labels.

Chapter 4 - Page 28
Summary
Summary
Perform a mail merge in Microsoft Word 2000 and/or 2003 to create mailing labels.

Chapter 4 - Page 29

Chapter 4 - Page 30

Oracle Discoverer Mail Merge

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Oracle Discoverer Mail Merge

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HR: Capstone

HR: Capstone Table of Contents

HR: Capstone Table of Contents

Course Overview - HR:

Course Overview - HR: Capstone

Course Overview - HR: Capstone

UVA HRMS Specialist

UVA HRMS Faculty/Staff Reviewer

Performance Objectives for HR: Capstone

Generate a Report in Discoverer

Review and interpret data on specific HR reports.

Determine appropriate actions from viewing report results.

Generate the IS.HR_Employee Information for Labels report.

Export label data to Microsoft Excel.

Perform a mail merge in Microsoft Word to create mailing labels.

Course Overview - HR: Capstone

Generate a Report in Discoverer

Select Single Request and click on the [OK] button.

Select Report Name

Complete the Parameters Form

Complete the Parameters form.

Click on the [OK] button.

Print Using an IS Printer

Click on the [Options...] button.

Click on the [OK] button.

Click on the [Submit Request] button.

Close the Requests window.

Viewing and Printing Using Your Web Browser

Discoverer - Opening a Pre-Defined Report

Discoverer - Opening a Pre-Defined Report

Click the button: Database.

3. Select the Pre-Defined Report you want to run.

Discoverer - Opening a Pre-Defined Report

Notes on the Parameter Wizard

Discoverer - Opening a Pre-Defined Report

Discoverer - Opening a Pre-Defined Report

Discoverer - Opening a Pre-Defined Report

Discoverer - Opening a Pre-Defined Report

Generate a Report in Discoverer

Review and interpret data on specific HR reports.

Determine appropriate actions from viewing report results.

changes in employee information which may need to be verified or corrected.

outstanding official documents that must be submitted to University Human Resources.

Summaries of the reports include the following information:

Name: Name of the report.

Worksheet: Name of the worksheet if there are multiple worksheets in a Discoverer

Purpose: Why the report is used.

Action: Any steps to be taken based on the information in the report.

Additional Information: Any additional information or hints about running or

UVA HR Personnel Data Change Form

Displays information entered into the Integrated System

Employee or department may verify information. Enter

UVA HR Faculty Detail Report

Displays information about faculty members.

Critical Fields All data.

As determined by department administrator.

IS.HR_Tenure Review Information

Identify faculty whose Projected Tenure Eligibility End

Critical Fields Projected Tenure Eligibility End Date

Ensure tenure review is conducted one year prior to

When entering a date in the Parameters Wizard, enter a

IS.HR_Leaves End Date Expiration Report-Departments

Leave End Dt Expiration

1. Review imminent returns from leave or suspension.