Latest revision as of 10:08, 21 April 2018

1 Overview

Employee self-service (ESS) is web-based applications that provide employees with access to their personal records and payroll details. ESS features include allowing employees to change their own contact details, family members and banking information and benefits. ESS also allows administrative tasks like applying for a leave, reviewing of timesheet, inquiring about available loan programs, requesting for overtime payment, viewing of compensation history, and submitting of reimbursement slips. With the emergence of ESS, employees are able to transact with their Human Resource office without physical appearance which is considered irrelevant in some transactions. ESS may be operated on an employer's intranet or via a web service. https://en.wikipedia.org/wiki/Employee_self-service

Every user account in bxp is unique. Every action made in bxp is recorded against this unique account and is auditable.

Security details and permissions are always associated with this unique account.

It is also possible to store Human Resources details with an account.

The bxp platform provides a centralised system to view details, update details and also link off to other HR and employee based services facilitated not only on the bxp system but in other platforms as well.

2 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

3 Accessing ESS

Every account in bxp can access their "My Details" through the "I Want To" bar. The_I_Want_To_bar

"My Details" layout changes depending on the HR configuration configured by your business through the HR module.

If you're building it into a KeyStat or other button / menu solution the url will be https://ww3.allnone.ie/client/client_xxx/main/userDetails_Change-details.asp where xxx is your system name.

4 Configuring ESS

It is possible to configure your self-service in any way you require.

Main Menu > HR Manager > System Management > Primary Settings >

There are a number of sections available which influence the ESS layout and capabilities.

There are five aspects of the ESS interface

Details : Basic HR details fields which can be read and edited.
Data : HR data records and documents associated with the user account
Diaries : HR diaries for time management and information purposes
Forms : HR request management for HR based support processes
Vacancies : Listing of roles available with the ability to apply for the role


Link	Link	Link	Link	Link

5 Different ESS Data views

There 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

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

The 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

It is also possible to set individual ESS data views by user using the HR module Main Menu > HR Manager > Administration > Update a User.

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Difference between revisions of "Employee Self-Service (ESS)"

From All n One's bxp software Wixi

Latest revision as of 10:08, 21 April 2018

Contents

1 Overview

2 Employee Life Cycle

3 Accessing ESS

4 Configuring ESS

5 Different ESS Data views

Navigation menu

Navigation

Tools

@@ Line 21: / Line 21: @@
-The employee life cycle is a generalised categorisation of the stages an employee will go through in their employ with a business.  This categorisation helps to identify specific HR functions within the stage as the requirements of the stages vary from business to business and between legal jurisdictions.
+This is detailed here [[Bxp_Pillar_-_Human_Resource_Management#Employee_Life_Cycle]]
+The general stages of the employee life cycle are:
-Models exist for 5 and 6 stages of the cycle.  The below cycle represents All n One's interpretation of the cycle.
-Using the general stages of the employee life cycle
 * 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.
@@ Line 33: / Line 29: @@
 * Admire : For rewarding and acknowledging the successes of the employee
 * Retire : As the employee moves from employ
 = Accessing ESS =
@@ Line 54: / Line 48: @@
 It is possible to configure your self-service in any way you require.
-''Main Menu > Human Resources > Management > HR Primary Settings >''
+''Main Menu > HR Manager > System Management > Primary Settings >''
 [[File:hrsettings_001.png|800px]]
@@ Line 70: / Line 64: @@
+{| class="wikitable" style="width:100%;"
-== [[File:hrsettings_detail.png|200px]] Details  ==
+! style="width:20%;text-align:center;" | [[File:hrsettings_detail.png|160px]]
+! style="width:20%;text-align:center;" | [[File:hrsettings_data.png|160px]]
+! style="width:20%;text-align:center;" | [[File:hrsettings_diaries.png|160px]]
-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.
+! style="width:20%;text-align:center;" | [[File:hrsettings_forms.png|160px]]
+! style="width:20%;text-align:center;" | [[File:hrsettings_vacancies.png|160px]]
-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.
-== [[File:hrsettings_data.png|200px]] Data  ==
-Data is stored in forms in bxp  [[File:038.png]]  If you don't want to give users access to the forms but do want them 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 the various sections that are configured.  The sections available are :
-* Hire : Recruitment
-* Hire : Vacancy Application
-* Require : Contract
-* Require : Disciplinary Docs
-* Require : Official Communication
-* Require : Assets
-* Inspire : User Docs
-* Inspire : Personal Dev
-* Inspire : HR Docs
-* Inspire : Targets
-* Admire : Promotion
-* Admire : Leave Request
-* Admire : Qualifications
-* Admire : Quality
-All records can be stored in a single form or can have separate dedicated forms.  This configuration is completely down to business requirements.
-For each type a number of key details are required.
-{| class="wikitable"
-! style="width:20%" | Type
-! style="width:40%" | Function
-! style="width:40%" | Content
-|-
-| Form Id || The Form which holds the document || Number
-|-
-| 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
+|  style="text-align:center;" | [[ESS_-_Details_section|Link]]
-|-
+|  style="text-align:center;" | [[ESS_-_Data_section|Link]]
-| User Field || The User Id field which links the records to this user || Drop down list field
+|  style="text-align:center;" | [[ESS_-_Forms_section|Link]]
-|-
+|  style="text-align:center;" | [[ESS_-_Diaries_section|Link]]
-| Display Fields || Which fields of information from this form are to be displayed. || list of strCDA_X_field_Y_Z fields from the form comma separated.
+|  style="text-align:center;" | [[ESS_-_Vacancies_section|Link]]
-|-
-| 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.
-|-
-| Status Field || The state of the request / document field || Drop down list field
-|-
-| Status Values || The value that must be supplied for the record to appear in the ESS || Value that must be in the field.  If blank all records matching user id are returned.
 |-
 |}
-It is strongly recommended that the forms storing the data are Owner Only forms. [[Form_-_Owner_Only]]
-== [[File:hrsettings_diaries.png|200px]] 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.
-== [[File:hrsettings_forms.png|200px]] Forms ==
-Forms can be created using Form Management [[File:038.png]] in bxp tailored exactly to your business needs.  Forms here are grouped by the Employee Life Cycle for convenience.
-=== 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 ===
-* 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 form
-=== Retire ===
-* Retire : Leaver form
-* Retire : Exit Questionnaire form
-=== Configuration of forms ===
-For each of these configurations must be filled in.
-* Title
-* Form
-* Category Field
-* Category Value
-* Staff Id Field
-== [[File:hrsettings_vacancies.png|200px]] Vacancies ==
+= Different ESS Data views =
-This is a listing of all vacancies available.
+There 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''
-* Form
-* Status Field
-* Status Value
+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''
-Vacancies are managed by two forms.
-* The first form is a public listing of all vacancies available.
+The 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''
-* The second form is an Owner Only form.
+It is also possible to set individual ESS data views by user using the HR module ''Main Menu > HR Manager > Administration > Update a User.''
-When a person spots a vacancy they want to have they use the outcome "Apply for this Vacancy".  This creates a record in the second form which is their application which can only be seen by the applicant and the administrators the application process.