HR21 USER MANUAL EMPLOYEE & MANAGER

Transcription

1 HR21 USER MANUAL EMPLOYEE & MANAGER Document: HR21 User Manual Employee & Manager Page 1 of 49

2 Table of Contents HR21 USER MANUAL... 1 EMPLOYEE & MANAGER... 1 HR21 USER MANUAL EMPLOYEE... 3 LOGIN PAGE (Password)... 4 LANDING PAGE... 4 HUMAN RESOURCES ) DETAILS (Name and Address) ) ADDRESSES (Address and Phone Number)... 6 PAYROLL ) DETAILS... 7 A) PAY HISTORY (Pay Slips)... 7 B) BANK (Bank Details) LEAVE ) BALANCES ) TAKEN ) REQUEST LEAVE ) REQUEST LEAVE CANCELLATION OTHER PAYROLL ) REMUNERATION ) DETAILS A) PAY BY PERIOD ) COMPONENTS A) SALARY B) ALLOWANCE C) DEDUCTION D) SUPERANNUATION E) GENERATE PAYMENT SUMMARY HR21 USER MANUAL MANAGER LANDING PAGE REQUESTS STAFF PLANNER LEAVE STATEMENT POSITION MANAGER ABSENT Document: HR21 User Manual Employee & Manager Page 2 of 49

3 TOOLS ) REPORT OUTPUT ) MESSAGES REFRESH POP-UP BLOCKER HELP EXIT CONTROLS HR21 USER MANUAL - EMPLOYEE Document: HR21 User Manual Employee & Manager Page 3 of 49

4 LOGIN PAGE (Password) After selecting the URL provided you will be presented with the above login page. Please note that the User Name and Password required here are driven by the mecwacare s network, they are the same as your standard login credentials used each day. If you make a mistake/error with the Login please click on the Click here if you have forgotten your password option. URL to access the application is; LANDING PAGE Once successfully logged in you will be provided with a Landing page. The default pages will be the Employee Details page. Document: HR21 User Manual Employee & Manager Page 4 of 49

5 HUMAN RESOURCES 1) DETAILS (Name and Address) To navigate to the Details screen click on the HR button on the menu bar and then Details in the drop down menu. The standard information provided when you commenced employment with mecwacare will be recorded here. You have the ability update the preferred name and address fields. If you make changes to these fields, select the Update button. To change your First Name or Surname, contact the Payroll/Human Resources. If you are a manager, your mecwacare will be displayed, do NOT change this. Navigate to the Addresses screen to update your personal address. If you are an employee your personal address should be displayed, you must also update your address in the Addresses screen. To change your emergency contact information contact Payroll/Human Resources. Document: HR21 User Manual Employee & Manager Page 5 of 49

6 2) ADDRESSES (Address and Phone Number) To navigate to the Addresses screen, click on the HR button on the menu bar and then Addresses in the drop down menu. Based on the most recent information provided, your addresses will be stored here. You also have the ability to manage ALL address information. To change your information select the relevant address type (Home or Postal) in the list at the bottom of the screen, this will populate the field above with your address information. Update your information and select the Update button. To update your Phone Number, please ensure you update it in both the Home Address section AND the Postal Address section. You can change between address types by selecting the relevant type in the list at the bottom of the screen. Select Update to save the changes. If your Home and Postal address are the same and you need to change your address, ensure you update both address types in the addresses screen on HR21. Select Update to save the changes. If you are a manager you will update your personal on this screen and your mecwacare will appear on the Details screen. If you are an employee update your personal on this screen AND the Details screen. Document: HR21 User Manual Employee & Manager Page 6 of 49

7 PAYROLL 1) DETAILS A) PAY HISTORY (Pay Slips) To navigate to the Pay History screen, click on the Payroll button on the menu bar, select Details in the drop down menu and then select Pay History. The Pay history page will display all processed pays. All the components making up your pay are displayed in the field. Select the pay period of interest from the list at the bottom of the screen; this will populate the field above with your pay details from that period. You can select any of your historical pays and produce a payslip from the available list; Once you have selected the pay period of interest, select the Payslip button. Document: HR21 User Manual Employee & Manager Page 7 of 49

8 The following message will appear, click the OK button. The payslip will appear. Document: HR21 User Manual Employee & Manager Page 8 of 49

9 Document: HR21 User Manual Employee & Manager Page 9 of 49

10 To print the payslip press the Printer button and follow the prompts. The printed Payslip appears as below; Document: HR21 User Manual Employee & Manager Page 10 of 49

11 B) BANK (Bank Details) To navigate to the Bank screen, click on the Payroll button on the menu bar, select Details in the drop down menu and then select Bank. Primary Bank Account information is stored on the Bank page. You are able to manage and change the direction of your net pay. Bank details will not be available to managers. To change your Bank click on the... button next to the bank field. The following pop-up will appear, select the relevant bank by clicking on the bank name. Document: HR21 User Manual Employee & Manager Page 11 of 49

12 To search for your bank; click on the Field Picker drop down box and select Name. Click in the search field, type the bank name in capital letters and press Go. Select the bank from the list. Ensure you have updated the bank before changing your BSB. Document: HR21 User Manual Employee & Manager Page 12 of 49

13 To change your BSB (Branch) click the... button next to the BSB field. The following pop-up will appear, select the relevant BSB by clicking on the branch address or use the field picker and search bar to search for your BSB. Enter your account number and name in the respective fields and then select Update. It is your responsibility to ensure the information is correct. Please note that there will be lock down periods during pay processing which prevent the amending of this form. This will typically be two days prior to a pay day. Document: HR21 User Manual Employee & Manager Page 13 of 49

14 LEAVE 1) BALANCES To navigate to the Balances screen, click on the Leave button on the menu bar and then select Balances in the drop down menu. The Leave Balances page displays available leave to you at a point in time. The Enquiry Date defaults to today s date. You can however, change the date and select the Enquire button which will in turn present a balance as at the date you have selected. The leave balances screen will take into account any future leave that you have applied for, even if it has not been approved. Note leave predictions for part-time staff may not be accurate. 2) TAKEN To navigate to the Taken screen, click on the Leave button on the menu bar and then select Taken in the drop down menu. Document: HR21 User Manual Employee & Manager Page 14 of 49

15 Leave Taken displays all leave that has either been taken or has been approved and yet to be taken. In the event the leave was not taken, you can select the Cancel Leave button which directs you to the Request Leave Cancellation page allowing you to send a request through to your manager for cancellation. 3) REQUEST LEAVE To navigate to the Request Leave screen, click on the Leave button on the menu bar and then select Request Leave in the drop down menu. Ensure you check your balances prior to requesting leave, if leave balances exceed overflow rules will apply e.g. annual leave will be taken as leave without pay. Document: HR21 User Manual Employee & Manager Page 15 of 49

16 To apply for leave select the Add button on the tool bar. Select Leave Type from the drop down table (Sick Leave, Annual Leave, Long Service Leave or Purchase Leave) Document: HR21 User Manual Employee & Manager Page 16 of 49

17 Click on the Calendar Icon and select the start and end dates on the pop-up calendar. Update the Hours Taken field (1) with the actual amount of leave hours. If you are providing a medical certificate select the check box (2) and attach the certificate (4). If you are taking less than a full day of leave, write what times you are taking in the Notes area (3). Ensure that you have updated the days taken and hours taken field before submitting leave; this program may include Saturdays and Sundays as leave days. Document: HR21 User Manual Employee & Manager Page 17 of 49

18 To submit the leave select the Update button, an will be sent to the manager and to the employee with the details, the manager will approve the leave as per the Leave policy and procedure. Deleting Leave Leave applications can be deleted prior to the managers decision, however an will still be sent to the manager. To delete leave navigate to the Request Leave screen by clicking on the Leave button on the menu bar and selecting Request Leave in the drop down menu. Document: HR21 User Manual Employee & Manager Page 18 of 49

19 Select the requested leave from the list at the bottom; this will update the fields above. Select the Delete button. Document: HR21 User Manual Employee & Manager Page 19 of 49

20 The following message will appear, select Yes. The following window will appear, click OK. Amending Leave To make changes to leave, navigate to the Request Leave screen, click on the Leave button on the menu bar and then select Request Leave in the drop down menu. Document: HR21 User Manual Employee & Manager Page 20 of 49

21 Select the leave you would like to change from the list. If you need to change the end date of the leave, update the End Date, Days Taken and Hours Taken and then press Update. A request will be sent to your manager. You are unable to amend the start date of the leave, if you need to change the start date you will need to delete the leave and then re-apply. 4) REQUEST LEAVE CANCELLATION To navigate to the Request Leave Cancellation screen, click on the Leave button on the menu bar and then select Request Leave Cancellation in the drop down menu. A leave event can be cancelled at any time but still requires the approval of your manager. By selecting the Cancel button from the Leave Taken page you will be directed to the Request Leave Cancellation page to confirm and update your request. Document: HR21 User Manual Employee & Manager Page 21 of 49

22 Navigate to the Leave Taken page, select the leave from the list below and select the Cancel Leave button. You will be taken to the Request Leave Cancellation Page, select the Update button to confirm the cancellation request. Document: HR21 User Manual Employee & Manager Page 22 of 49

23 The following message will appear. Once Updated, a notification will be sent to the manager for approval, as with a leave application. The manager will approve the cancellation request as per the Leave policy and procedure. OTHER PAYROLL 1) REMUNERATION To navigate to the Remuneration screen, click on the Payroll button on the menu bar and then select Remuneration in the drop down menu. Remuneration lists all components of pay which included as part of your Total Remuneration Package (TRP). Document: HR21 User Manual Employee & Manager Page 23 of 49

24 Amounts by default will be displayed as Annual, to change the interval, use the Interval drop down box and then select the Update or Refresh button. 2) DETAILS A) PAY BY PERIOD To navigate to the Pay by Period screen, click on the Payroll button on the menu bar, select Details in the drop down menu and then select Pay by Period. Document: HR21 User Manual Employee & Manager Page 24 of 49

25 The Pay by Period page will show your accumulated pay values as at the date of request. The values making up this detail will form part of your payment summary at the end of the financial year. Please note that this form cannot be changed. 3) COMPONENTS A) SALARY To navigate to the Salary screen, click on the Payroll button on the menu bar, select Components in the drop down menu and then select Salary. Document: HR21 User Manual Employee & Manager Page 25 of 49

26 This screen displays your annual, fortnightly and hourly salary. Please note that this page cannot be changed. B) ALLOWANCE To navigate to the Allowance screen, click on the Payroll button on the menu bar, select Components in the drop down menu and then select Allowance. The allowance page will display any fixed allowance you are having paid to you that has been agreed as part of your employment. Allowances will be displayed as the annual value. Please note that this form cannot be changed. Document: HR21 User Manual Employee & Manager Page 26 of 49

27 To view another allowance select the relevant type in the list at the bottom of the screen, this will populate the field above. C) DEDUCTION To navigate to the Deduction screen, click on the Payroll button on the menu bar, select Components in the drop down menu and then select Deduction. The deduction page will display any fixed deductions you are having be debited from your pay, typically directed by yourself. Deductions are not visible to managers. Deductions will be displayed as the per pay value. For staff that have secondary bank accounts, these are stored as deductions in this application. Please note that this form cannot be changed. Document: HR21 User Manual Employee & Manager Page 27 of 49

28 To view another deduction select the relevant type in the list at the bottom of the screen, this will populate the field above. D) SUPERANNUATION To navigate to the Superannuation screen, click on the Payroll button on the menu bar, select Components in the drop down menu and then select Superannuation. The Superannuation screen will display current and historical superannuation information pertaining to your personal requests. Please note that this form cannot be changed. Document: HR21 User Manual Employee & Manager Page 28 of 49

29 To view another superannuation account select the relevant type in the list at the bottom of the screen, this will populate the field above. E) GENERATE PAYMENT SUMMARY To navigate to the Generate Payment Summary screen, click on the Payroll button on the menu bar, select Components in the drop down menu and then select Generate Payment Summary. The payment summary was formally known as a group certificate. It has all the relevant pay information for all completed financial years. Please note, each year the new data may not be available until 14 th July, an will be sent to all employees when the payment summary is available. Document: HR21 User Manual Employee & Manager Page 29 of 49

30 To generate a payment summary select Generate Payment Summary. You will receive the following message. Continue to Page 45 and follow the instructions for opening a report. Document: HR21 User Manual Employee & Manager Page 30 of 49

31 HR21 USER MANUAL - MANAGER LANDING PAGE Once successfully logged in you will be provided with a Landing page. The default pages will be the Requests screen. A request displays anything an employee has submitted and awaits actioning. To learn how to action the leave requests, navigate to the Requests section below. REQUESTS As part of the Manager Self-Service, a manager has the responsibility of approving or declining requests made by their direct employees. Under the Manager Services Menu, the Request page allows a manager to view any outstanding request. To navigate to the Requests screen click on the Staff button on the menu bar and then select Requests in the drop down menu. Document: HR21 User Manual Employee & Manager Page 31 of 49

32 To action or review the request select the request type (Request Leave or Request Leave Cancellation), you will be taken to a screen with greater detail of the transaction. The following screen will appear. Document: HR21 User Manual Employee & Manager Page 32 of 49

33 To approve or decline the leave, select the respective radio button (Approve or Decline) and then press Update. An notification will follow advising the employee. STAFF To navigate to the Staff screen click on the Staff button on the menu bar and then select Staff in the drop down menu. Document: HR21 User Manual Employee & Manager Page 33 of 49

34 By Selecting the Employees option a manager can see their direct report to staff and all the way through the reporting relationship tree. Expand and Collapse options are available here when navigating drives. If you wish to view any of your employee s information, select the employee by clicking on the name. When you have clicked on the name it will turn yellow and the message in the parent (at the top of the screen) will change to the employee s information, as shown below. Document: HR21 User Manual Employee & Manager Page 34 of 49

35 You are then able to use the Payroll, Leave and HR buttons to view their information. Please note, only certain information is available to managers. If you have selected an employee and attempted to access an area which is unavailable to you, you will be provided with the following message. If at any time you wish to view your own details rather than an employee s, you just need to press the View Self button in the parent (at the top of the screen). Document: HR21 User Manual Employee & Manager Page 35 of 49

36 You also have the ability to select the Expand All or Select All tags if you would like to view more than one staff member. By choosing Select All you can then access the Planner to view the movements of your employees. PLANNER To view the Planner, first you must select the staff you would like to view. Navigate to the Staff screen by clicking on the Staff button on the menu bar and then select Staff in the drop down menu. Document: HR21 User Manual Employee & Manager Page 36 of 49

37 Select the employee s names which you wish to view; this is done by clicking the box next the respective name. You can select all of the staff by clicking Select All. Once the employee is selected a tick will appear next to their name. When you have selected the employees navigate to the Planner screen by clicking on the Staff button on the menu bar and then selecting Planner in the drop down menu. Document: HR21 User Manual Employee & Manager Page 37 of 49

38 By default 28 days will be displayed. You have the ability to move back and forth with the options made available directly above the calendar view. The planner displays any public holidays, leave or training that has either been requested or taken allowing for you to view available resourcing at a given point in time. Icons are displayed showing what type of absenteeism has either been taken or requested. Document: HR21 User Manual Employee & Manager Page 38 of 49

39 LEAVE STATEMENT To view a leave statement, select the relevant staff member from the staff screen, navigate to the Staff screen by clicking on the Staff button on the menu bar and then select Staff in the drop down menu. Select the employee s names which you wish to view. When you have clicked on the name it will turn yellow and the message in the parent (at the top of the screen) will change to the employee s information, as shown below. Document: HR21 User Manual Employee & Manager Page 39 of 49

40 Click on the Leave button on the menu bar and then select Statement in the drop down menu. Select the type of leave from the drop down menu and press Update. The screen will show the opening and closing balances and any leave entitlements or transactions. Document: HR21 User Manual Employee & Manager Page 40 of 49

41 POSITION To view the Position screen, select the relevant staff member from the Staff screen. To navigate to the Staff screen click on the Staff button on the menu bar and then select Staff in the drop down menu. Select the employee s name which you wish to view. When you have clicked on the name it will turn yellow and the message in the parent (at the top of the screen) will change to the employee s information, as shown below. Document: HR21 User Manual Employee & Manager Page 41 of 49

42 Once you have selected the staff member click on the HR button on the menu bar and then select Position in the drop down menu. The list (bottom of the screen) displays all the positions the employee has had at the organisation. Click on the position of interest and it will populate field (middle of the screen). This information is not visible to employees. Document: HR21 User Manual Employee & Manager Page 42 of 49

43 MANAGER ABSENT To navigate to the Manager Absent screen click on the Staff button on the menu bar and then select Manager Absent in the drop down menu. If you as a manager are going on leave you have the ability to re-direct your requests whilst you are away. To do this, access the Manager Absent option. Select the... button next to Absentee Manager to select the manager you would like your requests to be re-directed to. Document: HR21 User Manual Employee & Manager Page 43 of 49

44 Type the name in the search bar and select the Go button. Select the relevant name and the following screen will appear. Ensure details are correct and then press the Update button. Document: HR21 User Manual Employee & Manager Page 44 of 49

45 When you next login to HR21 the following pop-up will appear, press OK to turn off Manager Absent or press Cancel if you are still on your leave. Therefore it is imperative to login to HR21 on your return from leave in order to turn off Manager Absent. TOOLS 1) REPORT OUTPUT To navigate to the Report Output screen, click on the Tools button on the menu bar and then select Report Output in the drop down menu. Any request that provides a report will automatically store the output in the Report Output repository. Report requests include, Payslip, Organisation Charts and Payment Summaries. Reports can be retrieved by clicking on the Magnifying Glass Icon. Document: HR21 User Manual Employee & Manager Page 45 of 49

46 To delete the report select the Check Box and then press the Delete button on the toolbar. All Reports will be removed automatically after 30 calendar days. 2) MESSAGES The Employee Self-Service will periodically return application messages. Messages can be Information, Warnings and Errors. The messages should be read and understood before clearing. When you have read and understood a message select Clear (1) and then press X to close the box (2). If you do not understand the message press the Print Scrn button on your keyboard, open an and paste it into the message section by pressing Ctrl+V, this will display the error message in the . Send the to the IT department. Document: HR21 User Manual Employee & Manager Page 46 of 49

47 REFRESH To refresh the screen press Refresh on the HR21 toolbar. Do NOT press the message will appear. button on the Internet Explorer toolbar or you will be logged out and the following POP-UP BLOCKER If your payslips or reports are not being shown, you may need to disable your pop-up blocker for the HR21 website. You must change your pop-up settings to Allow All, this is not a security risk, it will allow all popups for the HR21 website only. Document: HR21 User Manual Employee & Manager Page 47 of 49

48 HELP This Help document is available as a Menu item as well should you require accessing it on line. To navigate to the help screen click on Help on the toolbar. The help button will open the HR21 User Manuals. If you have any comments regarding the Help documentation please contact Emily Thwaites EXIT To Exit from the Application select the Exit option in the tool bar. It is preferred that this method be chosen as opposed to closing down the Intranet. Document: HR21 User Manual Employee & Manager Page 48 of 49

49 CONTROLS Document: HR21 User Manual Employee & Manager Page 49 of 49