EMPLOYEE JOB AID Fusion HR Overview. This Job Aid provides basic instructions on how to perform common transactions in Fusion HR.

Transcription

1 EMPLOYEE JOB AID Fusion HR Overview This Job Aid provides basic instructions on how to perform common transactions in Fusion HR. Topic Page What is Fusion HR? 2 Welcome to Fusion HR 2 Navigating Home Page 3 About Me 4 Directory 4 Worklist 6 Updating Contacts (Non-US) 7 Updating Contacts (US) 8 Quick Tips 10

2 What is Fusion HR? What is Fusion HR and how does it affect you? Home Page Fusion HR: Is a simple, user-friendly way to access your HR information in one central place, including new companywide org charts Gives you the ability to quickly & easily update your data (name, phone, address, emergency contacts) without having to rely on HR Allows US employees to enroll in benefits Welcome to Fusion HR Users will log into Fusion HR at or through the intranet. It is accessible through Single Sign-On, so you will automatically be logged into Fusion HR by clicking on the link if you are logged into the network. From outside the network you will need to use VPN to login to Fusion HR. The Home page displays a springboard with different Icons (About Me, etc.). Note: You may return to this screen by clicking on the Home button. Home Page Page 2 of 11

3 Navigating the Home Page When you first access Fusion, you will see the Home Page, with your name displayed in the top right corner. Fusion HR displays the Navigation Ribbon no matter where you are in the system. The Navigation Ribbon includes dropdowns with quick links to the most common screens/ transactions. Home Page The Navigational Ribbon appears in the top of every screen. These are icons are as follows: Home Click this to return to the Home page Favorites and Recent Items Includes a history of your most recent activity and list of screens that you ve indicated as favorites Accessibility Set preferences, i.e. font size Help Access Applications Help In the middle of the screen is a springboard with a set of icons. The icons will be different depending on your role. They serve to separate the different types of functions available to you in Fusion HR. You may select each one to access the following screens: About Me Employee information, including personal information, talent profile, career development, goals, performance review, and benefits Directory Displays your work relationships Worklist View pending notifications Reports About Me Print reports of your performance review, goals, etc. Help Topics Job aids for specific modules within Fusion Note: You may have additional icons based on your role. For example, if you manage people you will have a My Team icon. Page 3 of 11

4 About Me As an employee, you can use the About Me icon to access key areas in the system for your most frequently used transactions. About Me Dropdown Some common links you will use are: Personal Information Manage your contact and personal information; view your employment, benefits, and compensation information Talent Profile Manage your work experience, qualifications, and skills/expertise Career Development Manage your development plan Goals Manage your goals Performance Manage your performance review Benefits Manage emergency contacts, dependents and beneficiaries, and current benefits. Page 4 of 11

5 Directory The Directory displays an employee s card and his/her work relationships within the organization. You can also use the Directory to search for employees. Search the Directory to view an employee s card, the supervisor s card, and everyone else who reports to the same supervisor. Home Page Directory Screen To search for an employee: 1. Enter the person s name, department, job, phone or other keywords into the search box. 2. Click on the icon. 3. The screen will refresh to display the search results. Once you ve identified the correct person, select his/her name to open the employee details page. Directory Screen Search Results An Employee s portrait card contains Employment information (Department, Work Location, Manager, Direct Reports and Peers) and Contact information ( ). Employee Portrait Card Page 5 of 11

6 Directory (Cont.) Employee Portrait Card Select the icon to view an Employee s work relationships within the organization. You can expand the view to include more reporting levels by hovering over the bottom border of an employee card and selecting the downward arrow that appears. The selected employee s direct reports will now appear. Employee Org Chart Worklist The Worklist icon lists your current tasks, notifications, and items that require employee action. Examples of tasks that can appear in this card include: 1. Initiated changes that require HR approval 2. Items that require your action My Notifications Card You can use this screen to search, sort and act on tasks in your list. Page 6 of 11

7 Updating Contacts (Non-US Employees Only) Personal Information Screen To update your contacts: 1. Select Personal Information icon 2. Click on the button. The Edit My Details screen will appear 3. Select the Contact tab 4. To edit an exisiting contact, select the contact s name and click on the button. Note, to delete a contact, select the next to the person s name. 5. To add a new contact, select the button. 6. After you have completed all required information, click Save and Close to complete Personal Information Edit My Details: Contacts Note: To designate an Emergency Contact, click the Emergency Contact box when adding/editing a contact. Page 7 of 11

8 Updating Contacts (US Employees Only) To update your contacts, select Benefits icon from the home page. Home Page On the Benefits Overview page, select Manage People I Plan to Cover. Benefits Overview Page People I Plan to Cover To add a new contact: 1. Click on the Create Contact button above your contacts list 2. The Create Contact page will appear 3. Complete all required information, marked by an asterisk (*). Notes: Date of Birth and Gender are required for all dependents and beneficiaries to be linked to a benefits plan Effective State Date for dependents will be the start date of the relationship that qualifies them for benefits, i.e. birthdate of a newborn 4. Click Save to complete Create Contact Page 8 of 11

9 Updating Contacts (US Employees Only) (Cont.) People I Plan to Cover To edit an existing contact: 1. Select a contact by clicking on their name 2. The Edit Contact page will appear 3. Complete all required information, marked by an asterisk (*). Note: Effective State Date is a date when changes to this contact become effective. 4. Click Save to complete Edit Contact To designate an emergency contact: 1. Select a name in your Contacts list to open the Edit Contact page 2. Check the Emergency Contact box 3. Click Save to complete Edit Contact Window Page 9 of 11

10 Quick Tips Help Button Click on the Question Mark icon to open the Fusion Help tool, which includes helpful information on every screen. Expanded Views Timing Out Saving There are two ways to expand the view on your screen, and avoid unnecessary scrolling: Click the and arrows to collapse unwanted panes, upward and outward. Press F11 for full screen view The Fusion system times out after 30 minutes of inactivity. Avoid extended idle time in the middle of an action When working in multiple windows, make sure to keep your original Fusion window active, otherwise it will time out even while you are working in secondary Fusion windows Save at every step. When processing a transaction, click the Save button before selecting Next, and moving on to the next screen. Browser Back Button View-Only vs. Edit You can close a transaction and come back to it later. Click on the dropdown arrow on the Save button and select Save and Close. Your transaction will appear in your notification list. Do not use your browser s back button when you re in the middle of a transaction. You will lose information and be forced to restart your work from the last Saved point. Some screens are view-only while others have editable content. When an edit icon is greyed out, it is not usable. When an icon is in color, it is active and usable. Examples include: Add Edit Create Page 10 of 11

11 Quick Tips (Cont.) Information Box A small orange square appears next to many terms in Fusion. Browser Favorite By clicking on it, you ll expand a box containing more information about that particular item. Follow these steps to properly save the Fusion HR link to your browser favorites. 1. Log into Fusion HR at 2. Save as a Favorite 3. Right click on the favorite link and select Properties from the list 4. Update the URL to 5. Select Apply, then Ok Signing Out Securely exit Fusion by clicking on the dropdown next to your name and clicking the Sign Out button: Page 11 of 11