HRConnect Manager Self-Service Work Instruction

Transcription

1 This Quick Reference Guide gives a brief verview f the prcesses used t cmplete Manager Self-Service actins within HRCnnect. This guide cvers hw yu can manage yur apprvals. 1. Apprve Pending Request via . Apprve Pending Request via Dashbard. View yur Initiated Tasks via Dashbard 4. View Transactins in Business Prcess Manager (BPM) Frm this page, yu can edit yur table views and exprt t excel. 5. Apprve Pending Request via Bell Icn 1 Engineering Better Outcmes belcan.cm

2 1. Apprve Pending Request If HR perfrms an update n yur behalf r if yu have line managers reprting t yu, yu will be required t apprve changes that they make t emplyees within yur supervisr hierarchy.. One way yu will be ntified f a pending request is thrugh . Yu will receive an frm BGS HR_Cnnect <hdrj.hcm.sender@wrkflw.g1mail.us8.racleclud.cm>. Nte: The subject will indicate if yu are receiving an Actin Required r an FYI (n actin required, just a ntice).. If yu receive an Actin Required , yu can Apprve, Reject, r Request Mre Inf directly frm the . Nte: If yu Apprve the transactin, it will rute t the next apprver in the apprval hierarchy r cmplete the transactin if yu are the last apprver. If yu Reject the transactin, it will cancel the transactin and the initiatr will receive a ntificatin that it was rejected. If yu Request Mre Inf, then it will send a ntificatin back t initiatr r prir apprver with yur cmments. They can then add their cmments r make the changes yu requested, and submit the infrmatin t yu. Engineering Better Outcmes belcan.cm

3 1. Apprve Pending Request Yu can view sme details f the transactin directly in the (yu may have t scrll dwn r ver). Yu shuld be able t view the Current Value and the Prpsed Value. 5. Yu can als edit the change by clicking the Edit link within the . Nte: If yu edit any infrmatin, the next apprver will see yur changes in their apprval ntificatin When yu select an actin, an will pen. Yu can enter yur cmments in the bracket. NOTE: Yu MUST enter cmments between the brackets DO NOT DELETE Brackets.. Click Send. 6 D nt delete brackets! Engineering Better Outcmes belcan.cm

4 . Apprve Pending Request My Dashbard 1. Lg int the applicatin and yu will see yur dashbard displayed with any tasks which require yur actin. On the dashbard, the State clumn will say Assigned, meaning that it is requiring actin. Frm User clumn indicates wh sent yu the request. Assigned clumn shws the date it was assigned t yu.. If yu click n the title f the ntificatin, which is a link, then the task details will pen up in a new windw. Check that yur ppup blcker is nt enabled!! 4. In the ntificatin windw, the first sectin, Details lists ut the details f the transactin and the emplyee recrd which is being updated. 5. The next sectin belw will shw the changes (Current Value and Prpsed Value) f the transactin. Nte yu may have t scrll within each sectin t view all f the details. 6. If yu scrll dwn further, there will be a sectin called Related Links. Here yu shuld see a link t Edit the transactin. If yu click this link, yu can edit the details and submit. Nte that the new changes will cntinue n the current apprval prcess and nt rerute t the initiatr.. In the Cmments sectin at the bttm f the ntificatin, yu will see any cmments the initiatr r previus apprvers prvided. Click the Create (+) t add a new cmment. 8. The last sectin f the ntificatin is called Histry. Expand this sectin t view the histry f apprver actins and the full list f apprvers. Nte: The persn icn is an apprver whereas the eyeglasses icn is just a receiver f an FYI Ntificatin Engineering Better Outcmes belcan.cm

5 . Apprve Pending Request My Dashbard 9 9. Select Actins drpdwn at the tp right f the ntificatin windw. Yu are able t chse frm ne f the fllwing actins: 9.1 Request Infrmatin 9. Delegate 9. Adhc Rute Yu will be required t prvide cmments with the infrmatin yu are requesting. The initiatr will then receive a ntificatin and can submit the infrmatin yu are requesting back t yu. Yu will receive a ntificatin when they submit the requested infrmatin. Delegate tasks t have anther user act n yur behalf, with yur permissins. The task will be recrded as updated by the delegatee, but apprved by yu. Insert an apprver in the apprval list. Yu can mdify r remve apprvers which yu add. 10. Click Apprve t mve the apprval request t the next apprver r t cmpletin Engineering Better Outcmes belcan.cm

6 . View Yur Initiated Tasks My Dashbard 1. On the My Dashbard page, click the My Tasks drp dwn. Select Initiated Tasks. This view will display a list f tasks which yu initiated.. Yu can search fr a specific emplyee by entering their name in the Search bx and then clicking the magnifying glass icn. 4. Click ne f the task name hyperlink t view wh is the current Assignee and ther details f the transactin. A ppup will appear with the transactin details. Check that yur ppup blcker is nt enabled!! 5. View the Assignee in the tp left f the ntificatin windw. The Assignee indicates wh yur transactin is pending with. 6. If yu need t withdraw yur transactin, click the Actins drpdwn and select Withdraw. Current apprvers will receive a ntificatin that it was withdrawn Engineering Better Outcmes belcan.cm

7 4. View Transactins in Business Prcess Manager (BPM) 1. On the My Dashbard page, click the View drp dwn and select the value Servers. On the Servers ppup, click the Human Capital Management hyperlink (NOT the checkbx).. Yu can search fr a specific emplyee by entering their name in the Search bx and then clicking the magnifying glass icn. 4. Yu can als view tasks in grupings, fr example My & My Grup All. Click the drpdwn t change the ptins. 5. Yu can filter the tasks by Status. Assigned status is the default. Hwever, t view a full list, click the drp dwn and change the value t Any. 6. Yu can als exprt the list f tasks yu are viewing int an excel spreadsheet. Click the Exprt icn.. On the left-hand side under Inbx, select the view. The default view is My Tasks. Click Initiated Tasks t view a list f tasks which yu ve initiated. Click My Staff tasks t view a list f tasks fr yur staff. 8. T change r add additinal clumns t yur view, first select the view under Inbx (i.e. My Tasks) and then click the edit icn (pencil). Nte yu can click the create (+) t create a cmpletely new view. 9. On the edit inbx ppup, select values frm the Available Clumns and click the ver arrw t mve it t the Selected Clumns. Once yu are dne, click OK. 10. Click the task name link t pen and view transactin details Engineering Better Outcmes belcan.cm

8 5. Apprve Pending Request HRCnnect Bell 1. Anther way t receive a ntificatin is thrugh the Bell icn within HRCnnect. Click the Bell icn lcated in the tlbar at the tp f the page after yu lgin.. In the Bell Ntificatins, yu will see a drpdwn next Pending Ntificatins. Yu can view ld ntificatins if yu select All Ntificatins. Otherwise, unread ntificatins will default t the Pending Ntificatins.. Frm the verview ntificatin title, yu can Apprve r Reject. Nte: If yu Apprve the transactin, it will rute t the next apprver in the apprval hierarchy r cmplete the transactin if yu are the last apprver. If yu Reject the transactin, it will cancel the transactin and the initiatr will receive a ntificatin that it was rejected. 4. Click n the Ntificatin title t view mre details. A ppup windw will appear. Ensure yu d nt have a ppup blcker enabled. 5. In the ntificatin windw, the first sectin, Details lists ut the details f the transactin and the emplyee recrd which is being updated. 6. The next sectin belw will shw the changes (Current Value and Prpsed Value) f the transactin. Nte yu may have t scrll within each sectin t view all f the details.. If yu scrll dwn further, there will be a sectin called Related Links. Here yu shuld see a link t Edit the transactin. If yu click this link, yu can edit the details and submit. Nte that the new changes will cntinue n the current apprval prcess and nt rerute t the initiatr. 8. In the Cmments sectin at the bttm f the ntificatin, yu will see any cmments the initiatr r previus apprvers prvided. Click the Create (+) t add a new cmment. 9. The last sectin f the ntificatin is called Histry. Expand this sectin t view the histry f apprver actins and the full list f apprvers. Nte: The persn icn is an apprver whereas the eyeglasses icn is just a receiver f an FYI Ntificatin Engineering Better Outcmes belcan.cm

9 5. Apprve Pending Request HRCnnect Bell 10. Select Actins drpdwn. Yu are able t chse frm ne f the fllwing actins: 10.1 Request Infrmatin 10. Delegate 10. Adhc Rute Yu will be required t prvide cmments with the infrmatin yu are requesting. The initiatr will then receive a ntificatin and can submit the infrmatin yu are requesting back t yu. Yu will receive a ntificatin when they submit the requested infrmatin. Delegate tasks t have anther user act n yur behalf, with yur permissins. The task will be recrded as updated by the delegatee, but apprved by yu. Insert an apprver in the apprval list. Yu can mdify r remve apprvers which yu add. 11. Click Apprve t mve the apprval request t the next apprver r t cmpletin Engineering Better Outcmes belcan.cm