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For each type a number of key details are required.{| class="wikitable" style="width:100%;"! style="width:20%;text-align:center;" | Type[[File:hrsettings_detail.png|160px]]! style="width:4020%;text-align:center;" | Function[[File:hrsettings_data.png|160px]]! style="width:4020%;text-align:center;" | Content[[File:hrsettings_diaries.png|-160px]]| Form Id || The Form which holds the document || Number|! style="width:20%;text-align:center;" | Data Field || The field which contains what kind of document this is || Drop down list field|-| Data Value || The value which the above field must contain || String|-| User Field || The User Id field which links the records to this user || Drop down list field|-| Display Fields || Which fields of information from this form are to be displayed[[File:hrsettings_forms. png|| list of strCDA_X_field_Y_Z fields from the form comma separated.160px]]|! style="width:20%;text-align:center;" | Allow Click Into || Can the user click into this record || True / False|-| KeyStat Id || Is there a keystat to be associated for this information || KeyStat Id|-| eCourse Id || Is there an eCourse to support this information || eCourse Book Id, if full Id used, will go straight to the page[[File:hrsettings_vacancies.|-| Status Field || The state of the request / document field |png| Drop down list field160px]]
It is strongly recommended that the forms storing the data are Owner Only forms. [[Form_-_Owner_Only]]
== HR Diaries ==
HR Diaries are diaries in the Appointment Management module [[File:027.png]]. If you don't want to give the user access to the modules but you do need the user to see data from the diaries in a list format then this is how these can be configured.
There are major diaries which can be set
* General
* Training
* Leave
* Absence
* Sickness
* Statutory ( Force Majeure, Parental, Paternity, Maternity, Carers )
* Personal Development
* Appointment
The diary can all be the same diary, therefore the category must be set regardless.
The user must be explicitly named in the appointment for the records to show.
== HR Request Management ==
Using the general stages of the employee life cycle
* Hire
* Require
* Inspire
* Admire
* Retire
=== Hire ===
* Hire : New Vacancy Request form
* Hire : New Employee Request form
=== Require ===
* Require : General Request form
* Require : Fire Risk form
* Require : Health and Safety form
* Require : Data Protection Risk form
* Require : Accident Report form
* Require : Working Time Act Annual Declaration form
=== Inspire ===
* Inspire : Contract Extension form
* Inspire : Pension Change form
* Inspire : Payroll, Expenses, Commission, Overtime, On Call Allowance enquiries form
* Inspire : Remuneration Adjustment form
* Inspire : Security Change Request form
* Inspire : Flexible Working Arrangement form (FWA)
* Admire : Asset Allocation Request form* Admire : Recommend A Friend form* Admire : Education Support form* Admire : Health and Safety VDU / Eye Test Request form* Admire : Holiday Fund form* Admire : Leave Request form* Admire : Grievance formThere is a master ESS view for the whole business by default which is set in HR Primary Settings. This should be a limited view for the key essentials for all staff. ''Main Menu > My Details''
=== Retire ===As a manager may need to have great access / different edit ability for their team, Security Groups facilitate a different ESS view which is stored with the Security Group. Only the manager and assistant manager of the security group can access this view through the HR module. ''Main Menu > HR Manager > Security Group Manager > Profile My Security Groups > Choose the Security Group > Choose the User''
* Retire : Leaver form* Retire : Exit Questionnaire formThe same also applies for a Department manager / assistant manager who needs different management of their staff. ''Main Menu > HR Manager > Department Manager > Profile My Departments > Choose the Department > Choose the User''
=== Configuration of forms ===It is also possible to set individual ESS data views by user using the HR module ''Main Menu > HR Manager > Administration > Update a User.''
For each of these configurations must be filled in.
* Title
* Form
* Category Field
* Category Value
* Staff Id Field
== Vacancies ==
This is a listing of all vacancies available.
* Form[[Category:Topic:HRM]]* Status Field* Status Value[[Category:Module Specific:HR]]
→Employee Life Cycle
= Employee Life Cycle =
This is detailed here [[Bxp_Pillar_-_Human_Resource_Management#Employee_Life_Cycle]]
The general stages of the employee life cycle are:
* Hire : The process of finding, offering and retaining the services of an employee, including onboarding.
* Require : The legal documents and employment (employee and employer) requirements of the jurisdiction.
* Inspire : Helping to develop the staff and ensure they meet the required targets
* Admire : For rewarding and acknowledging the successes of the employee
* Retire : As the employee moves from employ
= Accessing ESS =
It is possible to configure your self-service in any way you require.
''Main Menu'' > Human Resources HR Manager > System Management > HR Primary Settings >'' [[File:hrsettings_001.png|800px]]
There are five aspects of the ESS interface
* '''Details''' : Basic HR details : fields which can be read and edited.* '''Data''' : HR data : Records records and documents associated with the user account* '''Diaries''' : HR diaries : For for time management and information purposes* '''Forms''' : HR request management : For for HR based support processes* '''Vacancies ''' : Listing of roles available == Basic HR Details == These are the fields that can be seen. When a field of information can be seen, there will be two options. The field can be read only and the field can be edited. If read only the field will show the data for information purposes only. If editable, the user can change the data themselves and save the HR department from having to make the changes. A completely customisable layout is possible. The format is HTML using replacements. Each field is marked with --strFieldName#Type-- Type can be Edit or Read. The strFieldName is from a list of potential fields listed below. * A full configuration is available here.* The default bxp system configuration is available here. == HR data == Data is stored in forms in bxp [[File:027.png]] If you don't want to give users access to the forms but do want them ability to be able to see limited amounts of data from the forms this is the approach to use. These sections link to different forms in bxp which are capable of storing data and documents. Documents attached to these records are accessible / downloadable through apply for the various sections that are configured. The sections available are : * Recruitment* Official Communication* Leave Request* Contract* User Docs* Disciplinary Docs* Personal Dev* HR Docs* Targets* Assets* Qualifications* Quality* Promotion All records can be stored in a single form or can have separate dedicated forms. This configuration is completely down to business requirements.role
|-
| Status Values style="text-align:center;" | [[ESS_-_Details_section|Link]]| style="text-align:center;" | [[ESS_-_Data_section|Link]]| style="text-align:center;" | The value that must be supplied for the record to appear in the ESS [[ESS_-_Forms_section|Link]]| Value that must be in the field. If blank all records matching user id are returned.style="text-align:center;" | [[ESS_-_Diaries_section|Link]]| style="text-align:center;" | [[ESS_-_Vacancies_section|Link]]
|-
|}
=== Admire ==Different ESS Data views =
