HRSelfServiceUserGuide-UpdateAbsenceAdministratorWizard by xiuliliaofz

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									                HR Self Service User Guide

Update Absence Administrator Wizard




Rotherham Metropolitan Borough Council                 Author: Shirley Henderson
Riverside House                                       Approved by: Alan Rodgers
Main St                                  Date & Issue: 21-02-2014, Issue 2014.02
Rotherham                                               Document Ref: CEN0031
S60 1AE
                                            Table of Contents
1    Introduction ......................................................................................................3
    1.1   General...................................................................................................................3
    1.2   The Update Absence Administrator Wizard .......................................................3
2    Completion Help...............................................................................................4
3    Wizard Detail.....................................................................................................5
    3.1   Select a Job ...........................................................................................................5
    3.2   Absence Administration Jobs .............................................................................6
    3.3   Absence Administrator Search ...........................................................................7
    3.4   Confirm ..................................................................................................................8
    3.5   Entry Complete / Optional User Feedback .........................................................9
4    Change History...............................................................................................10




                                Update Absence Administrator Wizard - Page 2 of 10
1 Introduction
1.1     General
This user guide contains detailed information relating to the HR Self Service Portal. HR Self
Service Portal is the primary method used to notify the HR of any changes to jobs within your
structure, the employees working within it, submitting mileage claims, additional payments and
personal changes.
The HR Self Service portal is accessed from the ‘How do I’ section of the Home page on the DMBC
intranet or by selecting click here.



Note: Where this document refers to policy regulation or company specific features,
these will be typed as follows:
Pink for DMBC
Turquoise for Schools and Academies
Brown for St Leger Homes

1.2 The Update Absence Administrator Wizard
The Update Absence Administrator Wizard is located within the Your Employee’s menu, under
Online Wizards, within the Job Based Changes option. This wizard should be used to Update the
Absence Administrator of a job that currently reports to you directly or to one of your reportees.
Up to a maximum of 10 absence administrators can be set up for each job.
Only managers and designated users are authorised to complete the Update Absence
Administrator Wizard. Managers can set up designated users by nominating them through the
Delegation link.
See the Admin / Claims Delegation user guide for details on how to do this.




                            Update Absence Administrator Wizard - Page 3 of 10
2 Completion Help
If a field is marked with an     it means it is a required field and must be completed in order to
move on to the next window.
If a field has an arrow button at the side then it will contain a pick-list from which you should make
your selection. It will not be possible to enter data in the pick-list.
If a field has a small calendar button next to it then this should be clicked to enter the relevant date.
It will not be possible to enter a date directly into the field.
The wizard will pre-populate information where possible to improve speed, accuracy and ease of
completion.
The wizard will also validate some key fields when data is entered. If any information entered is
incorrect, error messages will pop-up to assist correct completion.
To move through the wizard click Next at the bottom left of the window. Click Back to view
previous windows. The internet explorer navigation buttons should not be used.
Any information that has been entered prior to next being selected will automatically be stored and
can be returned to at a later time however only one set of saved information is possible for any
wizard.
It should also be noted that if you do not use the system for 30 minutes, the system will time out for
security reasons.




                             Update Absence Administrator Wizard - Page 4 of 10
3 Wizard Detail

3.1 Select a Job




Entering a tick in the tickbox at the end of each row identifies the job(s) that you wish to select.
Multiple jobs can be changed at the same time using this wizard. A select all button is available
should all the listed jobs need to be updated this will become deselect all should all of the jobs be
selected.




                             Update Absence Administrator Wizard - Page 5 of 10
3.2 Absence Administration Jobs




The Absence Administration Jobs screen displays the selected job’s job number, job title, current
occupant and current absence administrator for validation purposes.
Where individual jobs have been selected to be updated, select the Click to select an Absence
Administrator link.

To update the Absence Administrator for a number of jobs listed use the 'Click here to enter absence
administrator details for all shown jobs' link at the top of the page.


It is possible to update the absence administrator for selected groups of jobs by ticking the box next to
the relevant job and selecting the 'Click here to enter absence administrator details for all the
selected jobs' link at the top of the page or by using the 'Click here to use absence administrator
details as a template' next to one of the ticked jobs.


Absence administrators can be updated for each job individually by selecting the 'Click here to select
an Absence Administrator' link corresponding to the required job.

Once a search option has been chosen the Absence Administrator Search option will be displayed.




                              Update Absence Administrator Wizard - Page 6 of 10
3.3 Absence Administrator Search




Enter the surname, employee number or job number of the administrator to be added. Once the
administrator is found selecting the tick box and next will add the administrator to the job. This task
will need to be performed for each administrator required. To remove an absence administrator
removing the ticks from the administrators already displayed and selecting next will remove the
association.




                             Update Absence Administrator Wizard - Page 7 of 10
Selecting Next will take you back to the Absence Administrator Jobs page and the new absence
administrator(s) will be displayed


3.4 Confirm




Clicking next to save and update the Absence Administrator Wizard, you will be asked to confirm
that you are happy with the change submitted.




Selecting Ok to this message will take you to the Entry complete / Optional User Feedback window.




                           Update Absence Administrator Wizard - Page 8 of 10
3.5 Entry Complete / Optional User Feedback




Optional User Feedback
As part of our continuing aim to provide the best service possible we would appreciate it if you
could give us feedback relating to your experience of this wizard. It is possible to select a score
from the five point Feedback Score drop down list. Your comments should then be typed in the
Your Comments free type field.




                             Update Absence Administrator Wizard - Page 9 of 10
4 Change History

  Issue      Owner /           Author          Date      DCR No     Change Details
            Approver

Release   Alan Rodgers   Shirley Henderson   09-07-12   N/A         Approved for Issue.

Update    Alan Rodgers   Shirley Henderson   14-11-12   N/A         Approved for Issue.

2013.07   Alan Rodgers   Shirley Henderson   01-07-13   N/A         Approved for Issue.

2013.11   Alan Rodgers   Shirley Henderson   29-11-13   N/A         Approved for Issue.

2014.02   Alan Rodgers   Shirley Henderson   21-02-14   N/A         Approved for Issue.




                            Update Absence Administrator Wizard - Page 10 of 10

								
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