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People Manager User Guide

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1. Length of service at relevant date 4 year s 5 month s 27 day s Scheme name HE2000 Annual Leave e Membership dates 01 09 2011 Entitlement for period 322 hours 322 hours Pro Rata From To Duration Remaining entitlement 09 09 2011 09 09 2011 3 5 318 5 15 09 2011 15 09 2011 7 311 5 16 09 2011 16 09 2011 7 304 5 19 09 2011 19 09 2011 7 297 5 26 09 2011 26 09 2011 7 290 5 18 10 2011 18 10 2011 7 283 5 20 10 2011 20 10 2011 7 276 5 04 11 2011 04 11 2011 7 269 5 25 11 2011 25 11 2011 7 262 5 NB Duration is recorded in decimals and not hours and minutes View available Position Selection Holiday period dates defaults to Annual leave year Length of service at date Scheme name Membership date will be 01 09 year unless a new start or have transferred position Full time entitlement for period shown in hours Pro rata entitlement Any holidays brought forward Adjustments only if present HR Connect People Manager User Guide V1 0 48 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect HR Connect automatically calculates annual leave entitlements for all staff types using the holiday entitlements outlined in your contract your working pattern and the Annual leave guidelines on the HR Intranet Pro rating takes place if an employee is part time starts their employment part way through the year or is on a fixed term contract where the expected occupancy end date is before the end of the year leave The ho
2. 3 Mr Edward Driver People Absence E Personal details E Absence Calendar Eg Key date details EQ Sickness absence details Organisation A Holiday entitlement summary 8 Mrs Penelope Eveready 3 Mr Andrew Windsor Mr Charles Windsor People and Organisation Development J Position details E3 New Holiday Details Absence EQ Occupancy details Task Manager Reports CJ Hours and basis Ea New My task redirection details CJ Pattern details EQ My task redirection details Task E Pattern override Reports Management Ed EE E cin faethe E3 Run Standard Absence Report Out of office 1 EJ Payscale values CJ Download Standard Absence To do list 9 EJ Employee Position History Reports j 0 Ea Costing Information E Run Standard People Report rocesses Learning and Development Zeg Standard People k DEER E Run Standard Organisation User settings Report Ed Download Standard Organisation Report Report name Status Last run date Ce Absence Frequency Complete 05 08 2011 KI Absence History Complete 09 09 2011 C Absence History People Complete 24 07 2011 2 Absence Summary Complete 24 07 2011 PER 9 Absence Tolerances Complete 05 09 2011 Organisation Learning and i gl Friday Monday Absences Complete 24 07 2011 Development C Holiday Entitlement Breakdown Complete 24 07 2011 Absence ev Outstanding Holiday Entitlement Complete 05 09 2011 Reports HR Connect People Manager User Guide V1 0 64 10 10 2011
3. Mr Andrew Windsor Task L Mr Charlac Windear Management Select Position Edinburgh Napier University Start date End date Contra 01 04 2011 C Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelop Private Secretary Penelop Links Sickness Absence Ed Absence Calendar Ei Sickness Absence Details Bookmarks People and Organisation Learning and Development Absence Holidays E Absence Calendar Ea Add annual leave Ed Holiday Entitlement Adjustment E Holiday Dates CJ Pattern Details Mrs Penelope Eveready Click once to go back up to this le Right click to view other options z Holidays CJ Absence Calendar E Holiday Entitlement Summary E Add annual leave E Holiday Entitlement Adjustment E Holiday Dates CJ Pattern Details You will see the current Working Pattern details Select all Pattern details Working Pattern Mrs Penek Type Pattern name Start day Irs Penelope S E Eveready Working Pattern WP Mon Fri 36 25 hrs Week 1 Day 5 Pattern information Private Secretar 40000836 v Level 0836 Type Working Pattern e Pattern WP Mon Fri 36 25 hrs Start day E sek 1 Day 5 v Start date 01 04 2011 End date Pattern days Mon Tue Wed Thu Fri Sat Sun Total Week 1 07 15 07 15 07 15 07 15 07 15 00 00 00 00 36 15 HR Connect People Manager User Guide V1 0 54 Ci 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect
4. UNIVERSITY HR Connect Absence Calendar Yearly View Dates When a single employee has been selected you are able to display the calendar in Yearly view dates Positions WE UDFs g Attachments Notes s4 Edinburgh Napier University Absence calendar Mr Andrew Windsor Mr Andrew 3 Mr Edward Driver Windsor z P i Second in Line t oa i Pencope Eveready Calendar selection options Go Geh 2 Display period Yearly view dates e 40001244 Bu Andrew Windso Mr Charles Windsor 40001244 Period from 01 01 2011 Period to 31 12 2011 Position Second in Line to the Throne 01 04 2009 e Reporting unit Royal Family Reports to Queen Wurt g Attachments Ml Notes F al a Mr Andrew Windsor i Second in Line tc 2011 18 the Throne emery DDDDD OOOOO 197 40001244 ewe ODO 00000 OOC mim Please click on a day for further options September October November Awaiting authorisation Je am pm split p Clashing events The calendar will show for the selected person absence the months of the year down the left side of the calendar Across the display are shown the dates Each absence is shown with its colour code Details about each absence day are displayed as pop ups as you move your cursor over the dates HR Connect People Manager User Guide V1 0 45 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect Sickness Absence
5. 2 Calendar colour options 3 The Calendar Calendar selection options The Calendar selection options are displayed at the top of the page D UDFs Attachments Notes Absence calendar Calendar selection options Display period Month from today v Period from 15 09 2011 Period to 15 10 2011 lf required you can hide the options by clicking the minus icon The display period can be changed by selecting drop down list items or change to an earlier or later start date using buttons above the calendar HR Connect People Manager User Guide V1 0 41 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Calendar colour options The Calendar colour options are initially displayed hidden You can reveal the options by clicking the plus icon Calendar colour options Bank holiday company holida Working pattern ua This section is also used to identify the absence types that you wish to have displayed on the calendar and the colour that they will be displayed in Any colour changes will be reflected in the Out of Office section of the Home page The Calendar The people that the calendar relates to are shown on the left hand side Please click on a day for further options swersomer HU WOU COUR OOO Peover OO OOOO OBI O00 Andrew windsor E IO BOO Oo cares windsor HU II OOOO OO S ts Awaiting authorisation il am pm spit 2 Clash
6. Edinburgh Napier UNIVERSITY HR Connect Select required report e g Absence Frequency report Absence Frequency report screen is shown in the Display panel Report name Status Last run date Absence frequency Absence Frequency Complete 05 08 2011 Unit Employee Unt ke Ce Absence History People Complete 24 07 2011 Absence group ie Absence Summary Complete 24 07 2011 Absence type Absence Tolerances Complete 05 09 2011 Ce Friday Monday Absences Complete 24 07 2011 Ce Holiday Entitlement Breakdown Complete 24 07 2011 Absences to 45 09 2011 sid SI Ce Outstanding Holiday Entitlement Complete 05 09 2011 Reference number Personal reference v Include leavers Full path display Organisation view Show al data by unt e New page for each organisation unit Output type PDF File v Report run comments select Unit Employee You can then search for unit name or employee name Absence frequency Unit Employec v Organisation start point E TD OE ee EI Person search _ Surname g i Name Unit Job title Sex Date of birth Social sec Absence frequency Unit Employee Employee name Enter Absence group Enter absence type Press Run HR Connect People Manager User Guide V1 0 65 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Absence frequency Unit Employee Employee name Eveready Penelope 4 Abs
7. Edinburgh Napier OP UNIVERSITY HR Connect D lt Organisation Authorise task Participant event details Mr Ben Black 40004739 Edinburgh Napier University User name BOB BLACK Password Authorisation status E y Reason To authorise enter your password Select the correct Authorisation status from the drop down menu Authorise task Participant event details Mr Ben Black 40004739 User name BOB BLACK Password Authorisation status iv Add a reason or comment this will be included in the notification email Click Save When you approve or reject a request a notification email will automatically be sent to the member of staff who submitted the request to advise them of the decision HR Connect People Manager User Guide V1 0 89 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Employee Scheduled event notifications Scheduled event confirmation Edinburgh Napier Om UAVERSITY HR Connect Minute Taking Event Confirmation for Mr Ben Blue Dear Mr Ben Blue lam writing to confirm your booking to attend e Learning Event Minute Taking Date 30 11 2011 Start Time 9 00 00 End Time 17 00 00 lf you require any additional assistance or if you have any queries please contact the training provider of this learning activity Cancellations and charges If you are unable to attend cancel your booking via employee self service You should be aware that forsome
8. Holiday dates To see booked holiday dates Select the person and click Holiday dates O Search Smart groups Advanced Ch Show all Type All holidays i Start date Day End date Day Type Pc Bookmarks Holidays Links CJ Absence Calendar Eg Holiday Entitlement Summary People and C3 Add annual leave Organisation s E Holiday Entitlement Adjustment Learning and E3 Work pattern details Ed Holday Dates yl 30 09 2011 Ffi 30 09 2011 Fri Personal Holiday Fr gt 12 09 2011 Mon 12 09 2011 Mon Personal Holiday Fir select the date you want to view CA Show at Type Al Holiday absence details Mr Charles Windsor Mr Charles Start date Day End date Day Type Holiday start Windsor o 21 05 2012 Mon 22 05 2012 Tue Bank holday 30 09 2011 z puue o 09 04 2012 Mon 09 04 2012 Mon Bank holday Type Ful day E o 06 04 2012 Fn 06 04 2012 Er Bank holiday Holiday end e 23 12 2011 En 03 01 2012 Tue Bank holday x PYVOU 2011 Fn 30 09 2011 Fi Personal Holiday Type Ful day v j e 19 09 2011 Mon 19 09 2011 Mon Bank hokday Fr P SERI f Ed 12 09 2011 Mon 12 09 2011 Mon Personal Holiday Fr Absence type Personal Hektar s Authorsabon Not applicable Postion Dr p Line to the Throne 50000659 40001023 Royal Famiy ston Current Holiday balances Only Line Managers can remove leave that was due to be taken in the past but not actually taken This cannot be done by the individual in HR
9. Job title Start date End date Contract 01 04 2011 Penelope Evere Kl Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere People CJ Personal details E Key date details People and Organisation a Learning and Position summary Development A Position details Absence CJ Occupancy details Begori E Hours and basis View Summary of Positions held in Object panel Select position required egen Eveready Penelope mm AARE D UDFs Attachments Notes F inci ci i Hours and basis Private Secretary Werer Mrs Penelope Private Secretary 01 04 2011 Eveready L Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere o Hours 36 25 If Private Secretary FTE hours 36 25 J Ce Post budgeted hours 36 25 J a Annual weeks worked I Category Il Basis Ful Time e Type Permanent e x Change reason Ct Hours and Basis are shown in the Display panel View available Contracted Hours FTE hours Post budgeted hours Category Basis Type HR Connect People Manager User Guide V1 0 30 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Pattern details Select employee Click on Pattern Details ie r University People P Positions Patterns gt Pattern details Rz FA Job title Start date Enddate Contract 01 04 2011 Penelope Evere GB Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere People Absence Eg Personal details E Abse E K
10. Transfer start Organisational Change Reporting unt Royal Family Reporting manager position Queen Reporting manager name Mrs Private Secretary ot Elizabeth Windsor Related post title Lady in 01 04 201 Waiting Related post reference Mrs Penelope Eveready Private Secretar 40000836 janth s EEGENEN 3 Position status 1 H 01 04 201 Private Secretary Jl 50003511 01 04 2009 31 03 2011 Wardrobe Co ordinator Dt EE Health amp Safety a EE E Administrator i HR Connect People Manager User Guide V1 0 34 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Costing Information Select employee Click on Costing Information Edinburgh Napier Universty J People Eveready Penelope Positions ees aa tea Job title Start date End date Contract K 01 04 2011 Penelope Evere L9 Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere ae E4 Personal details E E Key date details E People and i E Organisation ee oe Sul Learning and Se Position summary E Development E Position details zal Absence CJ Occupancy details z Tas Hagon CJ Hours and basis CJ Pattern details e Task CJ Pattern override za wd ae 0 E3 Salary details l of office E Payscale values s To do list 2 E Employee Position History EJ Costing Information Processes 0 Ea Learning and Development 4 View Summary of Positions held in Object panel Select position required Sele
11. important that you never let anyone else know your University username and password as this information would allow people to access information about you and your staff through People Manager amp Self Service hence exposing a risk of identity fraud If you believe others may be aware of your Password please change it If at any point you feel that your information security may have been compromised you should contact the University s IT Help Desk in the first instance ext 3000 More details about Information security can be found here Following training Line managers will be asked to confirm acceptance of the HR Connect Line Managers statement Line Managers should also make themselves aware of the Data Protection Fair processing statement for staff Download the Data Protection Fair Processing Statement for Staff HR Connect People Manager User Guide V1 0 7 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect FUNCTION ACCESS and NAVIGATION SECURITY Function access defines which parts of the system a user can access and what if anything they can do with that data This includes navigation security that controls which parts of HR Connect a user may or may not have access to It also includes field level security which can be used to hide certain fields or make them read only This prevents a user from accessing or amending a part of the system that is denied to them e g individual s records or other sensitive informatio
12. this event Pa Cancellations and charges Cancellations will be accepted up to 10 working days before the event starts Thereafter your department ill be charged 40 for cancellations and non attendance on the day unike there are excepi cium tange Please poe our cancellation policy for further information Regards The HR Connect Teun Following the event the employee will receive a post course evaluation email asking them to complete this on line HR Connect People Manager User Guide V1 0 91 10 10 2011
13. 12 2011 Wed 07 12 2011 Wed Personal Holds DP 29 11 2011 Tue 29 11 2011 Tue Personal Holds Cate 04 11 2011 25 12 2011 fa 25 11 2011 Er Personal Molds Type Er 04 11 2011 E 04 11 2011 f Personal Mob CF 26 09 2011 Mon 26 09 2011 Mon Personal Holdi 20 09 2011 Tve 20 09 2011 Tue Personal Holds 15 09 2011 Thu 15 09 2011 Thu Personal Holds CD 03 09 2011 Fa 03 09 2011 Fi Personal Moldy User name PEOPLE VEER SIMPLE Absence ype Pimms ii Aythorsation Awaiting authorisation Postion Second n Une to the Throne 50018990 40001244 Royal Farmit Current Password Authorsaton status EE v Reason To view the person s current Holiday balance or Peer Group calendar if required expand the screen by clicking on the box Absence type HET Authorsation Awaiting authorisation Me gab x Windsor Position Second in Line to the Throne 50018900 40001244 Royal Farm y Current Second in Line to the Throne Authorisation 40001244 User name PEOPLE MGER SIMPLE 40001244 Password WW omg Authorisation status is eg Reason Holiday balances Second in Line to the Throne HE2000 Annual Leave Hobday period Entitiement Taken Scheduled Balance 01 09 2011 31 08 2012 322 hours 0 hours 157 5 hours 164 5 hours 01 09 2012 31 08 2013 322 hours 0 hours 0 hours 322 hours HR Connect People Manager User Guide V1 0 77 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Peer group calendar Calendar select
14. 26 09 2011 30 09 2011 Links My active task redirection Edinburgh Napier University Holiday Authorisation Request 26 09 2011 28 09 2011 People and Organisation Learning and Development Absence Reports Ya ia HR Connect People Manager User Guide V1 0 72 10 10 2011 USER SETTINGS You can change some settings to your personal preferred look and feel by adjusting the User settings Where the field is greyed out you cannot change the default setting To change the default settings tick the check box and then click save Edinburgh Napie Om UNIVERSITY HR Connect Positions jl a Edinburgh Napier University Positions jl za Edinburgh Napier University HR Connect People Manager User Guide V1 0 Views Views Bookmarks Links People and Organisation Learning and Development Absence Reports Task Management Out of office 0 To do list 0 People and Organisation Learning and Development Absence Reports Task Management Out of office 0 To do list 0 Processes 1 Messages User settings 73 Default user preferences E Defaults Effective date prompt Retain date no date prompt Person search field Surname v Use favourites Number of favourites to Number of levels for out of office Automatically select E default action Font family Tahoma F Font size Drag slider vg The quick brown fox jumps over
15. 52 HR Connect People Manager User Guide V1 0 4 10 10 2011 Edinburgh Napie O UNIVERSITY HR Connect Kg CLANS soera T E E 54 n 212 Bm Ee Cen WE 54 IOUS Ee EE 55 Working on a IG ele el E 56 EE TEE 57 Poer Ee 57 Creating New Peer oroupe 57 Peor Joun KI 59 TASK MANAGEMEN E 60 New Task e Hee el EE 61 Task Redirection details xicccacnccucctssacssadevecasatesecscatesecusmbasseccedeneadeaderiadsmdavecnswnesaeacataxecdsa 62 REPOR RK 63 AVA e E REDOT E 63 RUNNIN Er CO OS sorena pE ea EERE E E tense pee nie EEE EEA doce mpeettewineeOnencoss 64 OUT OF OFFO EE 69 TOBO EI EE 70 ee E 71 Redirect E 71 PROCES EE 72 SS Ge asec ca caret pesca A EA caeamumengasyeonnceaesenianes 72 USER a TE 73 My EE 74 AUTHORISATION le 75 POU A r LEAVE E 75 Holiday Leave Authorisation Email nottttcation 76 Holiday Leave Authorisation Todolet 80 Bd ege CN KE 81 Line manager Waiting List email notification ce eccecceeccseeeneeeneeeceeeseeeeaeeeeeeeneeens 82 Employee Waiting list notifications ccc ccccceccsececeeeceeceeeeeeeeseeesaeeseeeceuesaueeseeeseeenaees 85 Line manager Scheduled event nottcaton 87 Employee Scheduled event notifications ccccccecccceecececeeseeeesseeeseeeeseeeesseeeeeaaes 90 GANIC CNT OMS E SE E T E EA E E A T T T 91 HR Connect People Manager User Guide V1 0 5 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect INTRODUCTION HR Connect People Manager has been designed to e
16. Co ordinator 01 04 2009 31 03 2011 Penelope Evere People Ab E Personal details SS E Key date details E People and SS E Organisation Organisation sut Learning and E Position summary Development 4 Position details Absence E Occupancy details e View Summary of Positions held in Object panel Select position required ainbure D UDFs Attachments Notes Job title Start date End date Contract Position details Private Secretary PE Mrs Penelope Private Secretary 01 04 2011 Penelope Evere Eveready Job title Private Secreta i KI Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere y Private Secretar Start date 01 04 2011 40000836 ae 40000836 Position reference 50036966 Probationary period J Occupant Mrs Penelope Eveready Reporting unit Human Resources Reports to Queen Mrs Elizabeth Windsor 01 04 2011 Expected position end date Expected position end reason s Structure group 1 Structure group 2 PR00148 Sighthill v H een Position details are shown in the Display panel View available Job title Position Start date End date if applicable position reference number probationary period if applicable Occupant name Reporting Unit Reports to Subject Group name Structure Group 1 if applicable Location Structure Group 2 HR Connect People Manager User Guide V1 0 28 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Conne
17. Details Select employee Click on Sickness Absence Details amp J Organisation Edinburgh Napier University eople Mr Andrew Windsor Views ss Edinburgh Napier University Mr Edward Driver People Absence CJ Personal details CJ Absence Calendar E Key date details Ed Sickness absence details Organisation A Holiday entitlement summary 8 Mrs Penelope Eveready Ba Andrew Windso Mr Charles Windsor People and Organisation Learning and EJ Position summary z Holiday Details Development E Position details EQ New Holiday Details View Summary of Sickness Absences held in Display panel NB In Phase One these screens will show sickness absences which have been reported up until the previous month It will also include future long term absences where the Medical Fit Note shows a future date as well as maternity and paternity leave Once On line absence recording comes into effect in Phase Two this information will be real time data Search Smart groups SB Advanced Start date Day End date Day Type Position CA 22 02 2011 Tue 23 02 2011 Wed Sickness Second in CA 27 07 2010 Tue 27 07 2010 Tue Sickness Second in Select the absence date you want to see View available Absence start date and type Absence end date and type Absence type and reason position HR Connect People Manager User Guide V1 0 46 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect UDF
18. Specific Learning and Development folder on the Home Page Personal Learning Account Bookmarks Pdople Absence Links Personal details E4 Absence Calendar E Key date details E Sickness absence details sacs Sen Org4nisation E Holiday entitlement summary Eet sii za sition summary E Holiday Details Development EJ Pdsition details ad New Holiday Details Absence CJ Occupancy details Task Manager R CJ Hours and basis Ed New My task redirection details eports CA Path rn details e My task redirection details Task CJ Patteln override Reports Management Ed Salar detai salary Gerais CJ Run Standard Absence Report Out of office 1 EJ Payscale values A Download Standard Absence To do list 9 E Employte Position History Reports 0 E Costing Information E Run Standard People Report Processes Learning an4 Development Zewen Standard People Messages E Personal learning account E BCEE User settings Report E Download Standard Organisation Report Select employee Click on Personal Learning Account HR Connect People Manager User Guide V1 0 37 10 10 2011 Edinburgh verte UNIVERSITY HR Connect This takes you into the Personal Learning Account screen which shows you Personal learning account Participant Waiting Lists Any internal courses the Participant waiting lists employee IS currently waiting to Learning activity Status Attend by Date requested Reason He a atte nd wh en sp ace beco mes ACCESS 2007 Individu
19. When a requested is submitted by an employee who directly reports to you through Employee Self service you will receive an absence request email Edinburgh Napier Ss HR Connect Absence request One of your reportees has made a request that needs your authorisation Type Personal Holiday Mr Andrew Windsor Start date 30 12 2011 Second in Line to the Throne End date 30 12 2011 View Details Start balance 171 5 hours Holiday requested 7 hours End balance 164 5 hours Notes To approve the request click on the Authorise button This will prompt you to enter your username and password This will automatically authorise the holiday straight from the email You will not be able to view the absence calendar or comment on the request To view more information about the absence view the peer calendar or look at the holiday balance for the employee or to reject the request click on the View details button Clicking on the link within the email will bring up the log in screen Enter your University User name and Password This is your University network password Password Contact administrator Login HR Connect People Manager User Guide V1 0 76 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect Once this is entered it will bring you directly to the Holiday Details screen Start date Day End ste Day Type Date 04 11 2011 E 30 12 2011 Fm 30 12 2011 En Personal Holdi Type j gt 07
20. When you login to People Manager your reporting hierarchy at that point is used to set up a temporary structure security access profile giving you access to only your reportees and their positions at today s date AS Your list of available reportees is being generated as a background process You may be restricted to certain parts of the system until This process has completed This process can take 30 seconds to complete and once complete the reporting structure is displayed in the Object Panel the left hand menu People manager reporting list generation completed NB Do not click on the structure icon until you receive a pop up message stating your People structure is completed otherwise you will not be able to select an individual To view any People Manager information you must first select the reportee you want to view information on from the Object Panel i Trent User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 Reporting Positions Views w s Edinburgh Napier University Flat view Semi hierarchical view Hierarchical view People search Once a reportee has been selected you can then click on a Link from the Object Panel to view information about that reportee which will be displayed in the Display Panel HR Connect People Manager User Guide V1 0 15 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect You can control how you wish to view
21. and select your reportees After logging in People Manager will default to the Reporting View but if you select the Views dropdown you are able to select how you see the data Reporting View The Reporting view displays all of the manager s people and who they report to Click on the to expand or contract the structure The names should be dark If they are greyed out press refresh el User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 Views w s Edinburgh Napier University 4 Mr Edward Driver e Mrs Penelope Eveready e Mr Andrew Windsor e Mr Charles Windsor Flat View The Flat view displays all the people who report to you grouped in their respective units Each Unit is shown on the right and doesn t contain any information of which unit reports to which unit User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 Toi WS WW Views ooa Edinburgh Napier University Ch Human Resources Mr Edward Driver Mrs Penelope Eveready EN Royal Family H Mr Andrew Windsor 4 Mr Charles Windsor HR Connect People Manager User Guide V1 0 16 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Hierarchical View This view shows all the people in their units but this time the units are embedded within each other so you can see which unit is in which department Positions WOH Views ose Edinburgh Napier Uni
22. automatic response email to the employee You will not be able to authorise Flexi leave requests through HR Connect although this is a potential develooment However HR Connect is not a Time amp Attendance system and so employees will still need to complete the Flexi leave Excel spreadsheets and this should be checked by the line manager before approving a flexi leave request HR Connect People Manager User Guide V1 0 80 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect LEARNING EVENTS There are two processes for staff when they book a learning event through Employee Self Service lf the learning activity is an Academic session run by Professional Development within the Office of the Vice Principal Academic the Line manager will receive an email notification but there will be no approval process For all other learning activities run by Corporate Learning amp Development Information Services or Health amp safety there is an approval process Based up on the event types we have the following events would require authorisation or would be automatically authorised Activity Type Authorisation Y N Academic Professional Development Automatically Authorised Administrative Skills Requires Authorisation some learning events have dates scheduled whereas some events are only run when there are enough participants to run a session Therefore some approval requests will when authorised move the employee directly onto
23. basis Rattern details E Pattern override EQ Salar details ES Payscale values E Employee Position History E Costing Information Learning and Development E Personal learning account Absence o E3 Absence Calendar E3 Sickness absence details oF Holiday entitlement suns E Holiday fast input ES Holiday Details Task Manager E New My task redirection details E My task redirection details Reports ES Run Standard Absence Report ES Download Standard Absence Reports ES Run Standard People Report ES Download Standard People Report ES Run Standard Organisation Report EQ Download Standard Organisation Report Run customised reports Data Protection Statement and Help B Data Protection How Do I Guide Folders are shown in dark blue People and Organisation Absence Learning and Development etc and the pages are shown under them in light blue The Folder that is currently selected is shown in dark blue Links More details are provided within this guide and can be accessed by clicking on the hyperlinks but in brief the options are Folder name Bookmarks Links People and Organisation Learning amp Development Details People Manager users won t need to use this area as all screens are accessible directly from the Links menu The Links folder provides a set of interactive single click links to commonly used HR Connect pages However more links are available on each of
24. hours Pro Rata H From To Duration Remaining entitlement available to be booked as a personal SE EE Sen 23 12 2011 03 01 2012 56 60 5 holiday If the time to be taken back wg weer 7 E is at time a half then the holiday siya ven 7 Se entitlement must be adjusted too in this case 3 5 hours HR Connect People Manager User Guide V1 0 56 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect Sickness Absence The Absence calendar and Sickness Absence details screen have been detailed in the Links section above Peer Groups Creating New Peer groups To set up a new peer group select new Peer Group within the Absence Folder Development F FU P parri IT Wolo EJ Holiday Dates Reports E Absence Calendar Tae E Sickness Absence Details Management Peer Groups Out of 1 Ed New Peer Group office Todo fist 0 Ed Peer Group Details EJ Current People in Peer Group Processes 0 Ed New Person in Peer Group Enter Peer Group name this will be seen by the members of the Peer Group Click Save anisation Edinburgh Napier University Peer group Select all Peer group details New Peer group name Peer group name C9 First Aiders Royal Family Eo Select Peer Group name in the Object panel Select New People in Peer Group in the Display panel Select all Peer group name Bookmarks Holidays 9 Royal Family Links E3 Absence Calendar Ea Holiday Entitlement Summary People and CJ
25. icon then the main section of People Manager will be extended across the entire page hence removing the left hand menu This may help you to view some of the information that you have displayed You can simply click on this icon again to get the left hand menu to reappear Help es This link gives access to the HR Connect help menu however this is the default Midland iTrent system guidance and my not relate exactly to the HR Connect settings so may cause some confusion for users Employee Self Service This link gives quick access to the users Employee Self Service screens HR Connect People Manager User Guide V1 0 13 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect Logout The logout icon is only available to Internet Explorer users but can be used to log out of People Manager You will be asked to confirm your log out Windows Internet Explorer A Are you sure you want to navigate away from this page gt gt You are about to leave Trent lt lt Press OK to continue or Cancel to stay on the current page lf you can t see the logout icon then you can securely log out by simply closing the browser or tab that you are using to access People Manager To navigate return to the Home Page from any screen within People Manager m simply click on the Home Icon HR Connect People Manager User Guide V1 0 14 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect TEAM STRUCTURES ACCESS AND VIEWS
26. section can either be from the Links folder or from the specific Absences folder on the Home Page Absence calendar From Links Home Page Click Absence calendar People Absence E Personal details EJ Absence Calendar E Key date details E Sickness absence details People and CA Holiday entitlement summa Organisation Organisation EJ Holid Detail S o ai Learning and Ed Position summary ay Details Development Ed Position details CA New Holiday Details Absence A Occupancy details Task Manager R Ed Hours and basis Ed New My task redirection details eports Fe Pattern details E My task redirection details Task LC AJ Pattern override Reports Management E Salary details CJ Run Standard Absence Report Out of office 1 g Payscale values E Download Standard Absence To do list 9 E Employee Position History Reports Costing Information om Run Standard People Report Processes 0 am E Learning and Development Goen Standard People Messages AJ Personal learning account EE User settings Report A Download Standard Organisation Report HR Connect People Manager User Guide V1 0 39 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect As a People Manager user you may wish to review any absences within your reportees Having searched for all your reportees you can then if required select all or some of them from the displayed list by using the Ctrl key and click each required name J Organisation E
27. the Throne amp Yellow Ben Training Group Yellov amp Yellow James Training Group Yellov Name This brings up the list off all your reports You can select more than one person by clicking on each individual When clicked their name will transfer into the blue box Click Save NB leavers leave a peer group automatically However when you have a new Staff you will need to add them to any relevant peer group s HR Connect People Manager User Guide V1 0 58 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Peer Group Details To view people in a Peer Group Select Peer Group details S P 4 d ON do g eecht Alen vg EK en Select al Peer group details Frst Aders Peer group name Peer group name FAA D Fest Agers lt 9 Royal Famay Select the Peer Group The names of those in the peer group will be shown Second n Line to the Throne HR Connect People Manager User Guide V1 0 59 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect TASK MANAGEMENT lf you are going to be out of the University you can access HR Connect using VPN access Alternatively set up task redirection This does not link with the out of office feature in Outlook Calendar This must be done separately From Home Page Click Task Management in the Display Panel Organisation gt Edinburgh Napier University Bookmarks Task Authorisation Management links Ed New Task Redirections E3 Task Redire
28. the lazy dog Mandatory field colour Easy Show tooltip in searches Je Workflow Search for new tasks every seconds Notify of new tasks at CG logon Notify as new tasks arrive V Number of days showing completed tasks Enforce navigation security Enforce security M Allow workflow authorisation without password Allow workflow task gy redirection Application start up System start organisation Edinburgh Napier University Starting point People manager reporting view Theme Blue 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect GREEN 0 Views w s Edinburgh Napier University Bookmarks l levels __ Load people manager in Links background i Automatically expand People and people manager nodes Organisation Learning and Development Absence Number of days in the past a manager can view 30 reportees People identity tags Reports lt People identity tags Task Automatically display Management people identity tags Out of office 0 Photo D s d To do list 0 Employee name Job title D Social security number Sel Employee payroll number Personal reference number x Hide Home page WORKFLOW Workflow tasks rely on knowing who an employee s reporting manager is Workflow can automatically pick the appropriate reporting manager from the organisation structure Alternatively you can specify other appropriate peo
29. the subsequent folders Displays all available links to key people information Displays all available links to key learning and development information HR Connect People Manager User Guide V1 0 11 10 10 2011 Folder name Absences Reports Task Management Out of Office To Do List Processes Messages User settings Edinburgh Napie O UNIVERSITY HR Connect Details Displays all available links to holidays sickness absence and peer groups Displays all available links to key reports Allows task redirection when you are out of the office e g authorising holiday Lists team members who are identified in HR Connect as being out of the office the default is today s date e g have a recorded absence or are scheduled on a corporate training event Displays any outstanding tasks which require the user s attention including authorisation of holiday requests or learning event bookings Lists any background processes e g running a report which have been completed in the last 24 hours Displays any current System Alerts or Message of the Day texts Displays the default preference settings set at System Administrator level and allows the user to choose their preferred options when available HR Connect People Manager User Guide V1 0 12 10 10 2011 Edinburgh verte UNIVERSITY HR Connect OTHER NAVIGATION DETAILS There are a number of other links and shortcuts avail
30. with a red box around it Effective date User name Mrs Elizabeth Windsor Today Tue 13 09 2011 Organisation Edinburgh Positions J Views V sa Edinburgh Napier University People and Organisation Learning and Development Absence HR Connect People Manager User Guide V1 0 23 People E Personal details E Key date details oong Organisation Ww E Position summary E Position details Eral Nen manans dataile H 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Enter the surname of the person you wish to see Personal details Include leavers Name Unit Job title Sex Date of birth Social security no Personal re People E Personal details Ed Key date details People and Organisation Learning and Eg Position summary Organisation There is a search for the person and once found displays the results in the Object panel select the required person from the list The Personal details are displayed for the selected person User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 et 7 mare _ eg Ka p nie ori Ve p ax E ady Per Personal details SS pace Wi Evereac ui a PTO TASTAN EO b S Se abies S ge ee d R Jrganisation Edinburgh Napier University gt Click once to go back up to this level O Search Smart groups Right cick EE other options at this level MB UDFs g Attachments Inc
31. year if the employee has un used holiday to carry over to a maximum of 5 working days unless been on Maternity or Adoption leave in previous year NB This carry forward will be automatic in the 2012 2013 holiday year 2 Employee has Borrowed some entitlement from the new holiday year 3 The employee has worked on a Fixed holiday and is entitled to have leave which was automatically deducted re instated Click employee select Holiday Entitlement Adjustment Positions Views 2 ssa Edinburgh Napier University A Mr Edward Driver 8 Bookmarks Holidays E Mr Andrew Windsor Links EJ Absence Calendar 8 Mr Charles Windsor E3 Holiday Entitlement Summary People and E Add annual leave Organisation Learning and Development E3 Holiday Entitlement Adjustment E work pattern details E3 Holiday Dates Sickness Absence Ea Absence Calendar E3 Sickness Absence Details A a a a aia ama a The Holiday Entitlement Adjustment screen is displayed ft J Organisation Edinburgh Napier University _ amp People Mrs Penelope Eveready Holiday entitlement adjustment Positions 2 UDFs g Attachments Views sea Edinburgh Napier University Holiday entitlement adjustment Mr Edward Driver Employment details B r Penelope Everead Position Private Secretary v Mr Andrew Windsor z i Period details Mr Charles Windsor Holiday period dates 01 09 2011 31 08 2012 v Scheme name Su
32. AOA K End date 05 10 2011 Kl Process type Redirect all Redirect to PD76 Password a Gp a GC This function can also be used to Delete a redirection if required HR Connect People Manager User Guide V1 0 62 10 10 2011 REPORTS Edinburgh Napier OP UNIVERSITY HR Connect When a user logs into HR Connect as a People Manager they only have access to details for their reportees Reports within the standard Management Information menu option contain internal checks to ensure that only data from the managers reportees is displayed Learning reports are not subject to security and therefore these reports types are not available via people manager Learning reports will be built using Business Objects instead and available on request Available Reports Leavers New Starts Headcount Analysis Movement Analysis Absence Frequency Absence History Absence History People Absence Summary Absence Tolerances Friday Monday Absences Holiday Entitlement Breakdown Outstanding Holiday Entitlement HR Connect People Manager User Guide V1 0 63 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Running Reports The process of running and downloading standard reports is the same for each report In this example we are running and Absence report From Home Page Click Run standard absence report GEO Views w gt gow Edinburgh Napier University
33. Add annual leave Ge E4 Holiday Entitlement Adjustment earning an Development EJ Work pattern details E3 Holiday Dates Sickness Absence Ed Absence Calendar Task Ed Sickness Absence Details Management peer Groups Out of 1 ae E 4 New Peer Group Todolist 0 E Peer Group Details EJ Current People in Peer Group Processes 0 E3 New Person in Peer Group Reports HR Connect People Manager User Guide V1 0 57 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect The New person in peer group details screen comes up ft Organisation Edinburgh Napier University J Peer groups First Aiders J People in peer group New Person in peer group details Select all Person in peer group details New Person name Position Single person selection M _ Eveready Penelope Private Secretary 2 2 2 Windsor Andrew Second in Line to the Throne Person name Windsor Andrew D Position Second in Line to the Throne Name You can select people individually by ticking the single person selection box but it is easier to click on the magnifying glass and then select on the magnifying glass again ft J Organisati inburgh Napier University First Aer ople New Person in peer group details Select all Person in peer group details New People Search Person name Position Single person selection I as Surname L3 Eveready Penelope Private Secretary 4 Name Unit Jobt Windsor Andrew Second in Line to
34. Connect Self Service You may also need to delete leave if someone is absent for another reason on a day when holiday was booked You can also add Personal Holiday to an employees record The entitlement calculation runs overnight so the holiday entitlement summary will be updated at that point HR Connect People Manager User Guide V1 0 55 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Working on a Bank Holiday lf your member of staff works on a Bank holiday and will therefore need to take the time at a later date you will need to update the Bank holiday details for the date concerned In this example James worked on 19 09 2011 the duration for that day is 7 hours and his entitlement has been reduced accordingly ssw Edinburgh Napier University Holiday entitlement summary x Doctor James CA Mr Ben Silver ERE We mes See Employment details SE i T 40002502 Position Siver Lecturer E007 Period details Holiday period dates 01 09 2011 31 08 2012 Length of service at relevant date 1 year s 11 month s 0 day s Scheme name HE2000 Annual Leave x Membership dates 01 09 2011 Entitlement for period 116 5 hours 322 hours Pro Rata From To Duration Remaining entitlement 19 09 2011 19 09 2011 7 109 5 23 12 2011 03 01 2012 56 533 06 04 2012 06 04 2012 7 46 5 09 04 2012 09 04 2012 7 39 5 16 04 2012 16 04 2012 7 32 5 21 05 2012 22 05 2012 14 18 5 Ci Select Holiday Dates th
35. Edinburgh Napier OP UNIVERSITY HR Connect People Manager User Guide Edinburgh Napie OP UNIVERSITY HR Connect VERSION HISTORY Version Date Change Summary October 2011 a HR Connect People Manager User Guide V1 0 2 10 10 2011 Edinburgh Napie O UNIVERSITY HR Connect Contents VERTON he TH La A E 2 HS 6 Managers and ReporteeS nonnnennennannennnnnnnrenrsnrsrrrrrrrrrnrrnnrnrrsnrnnrnnrrnernrrnernrrnrrnnennne 6 l t le Ee eyen E E REEE EE ania donne eneaawesedanccetenienects 7 DATA PROTECTION amp CONEIDENTIWAUIIN 7 FUNCTION ACCESS and NAVIGATION GECUDIIY 8 LOGGING ONTO PEOPLE MANAGER nannnnnannnnnnannnnnnnnnnnnnnrrnnennnrnnnnrrenennrrerenrrersnrrrenennn 9 NAVIGATION WE 10 I A UNC E 10 ISON Pa a E E E E E E EE 10 NAIAGO I ee EE EE E E EE EE 10 Kielen E 11 Fe NON ec gsc sce ices se etree E ee asistencia ae 11 OTHER NAVIGATION Ren EI 13 BT UI RE 13 Bi 0 8 ie 2121 0 E 13 PRO URS WEE 13 Fe TOU see ae rspete tomes E E E ebee pineal ese yuceeedore paceeseaaien masses ssseaee 13 Kei 13 W leie IR 13 Ee 13 Employee Self Gernice EErEE E E EEEE EOE 13 LOGOUT EE 14 TEAM STRUCTURES ACCESS AND VIEWS 15 KODO AE 16 BV TOWN e E E E E E E E eee 16 WS lege WI 17 SEMI Hierarchical View serried EE EEA Raad 17 Position and Post Gelechon 18 Foo oea aea E E E E E ee 18 Ga ual E 20 Blieder e CM Le TE 21 VIEWING INFORMATION FOLDERS aiinnnnannnnnennnnnnannnnnnnnnnnnnnrnnnsnn
36. Panel shows relevant records for the user e g their line management reports These records can be highlighted individually globally or in any combination in order to select a relevant form from within the Display panel to view relevant information on team members In other parts of the system you will select what you want to look at in more detail e g a holiday absence Display Panel provides access to all the folders forms and processes available to the user Navigation Trail Breadcrumb Trail is displayed in all screens and shows where you are within People Manager You can also click on any item within the trail to return to that point in the system HR Connect People Manager User Guide V1 0 10 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect HOME PAGE The Home page CS displays a set of folders in the Object Panel and the details relating to a selected folder are shown on the SES Panel The default home page tab is set at To do list but this can be changed by the user using User settings User name Mrs Elizabeth Windsor Today Tue 13 09 2011 53 Edinburgh Napier University Effective date Bookmarks People ang Organisation Learning and Development Absence Management Out of office 0 To do list 2 Processes 0 Hide Home page People EJ Personal details E Key date details Organisation Position summary Ss CJpoepon details EI Occupancy details Eq Hours and
37. RN pe S 09 2011 Learning Event SE T eg ech Sen See ET x at 2 nee een E 4 D GE ao E if G Select all Deselect al F Hoh gt Regures authoreaton New tasks Edinburgh Napier University 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Fiter Al active Y Sort by Identifier v if c Select all Deselect al Redirect Actions Mr Ben Black 40004739 wv Participant event details Mr Ben Black 40004739 Due date 22 09 2011 Training Grou High gt Requires authorisation y Training Group l 20 09 2011 Learning Event Verification Scheduled Click Actions and you will be brought to the Authorise tasks screen Authorise task Participant event details Mr Ben Black 40004739 Organisation Authorise task Participant event detais Mr Ben Black 40004739 Edinburgh Napier University User name BOB BLACK Password Authorisation status Ov Reason To authorise enter your password select the correct Authorisation status from the drop down menu Add reason or comment which will be included in the notification email Click Save When you approve or reject a request a notification email will automatically be sent to the member of staff who submitted the request to advise them of the decision HR Connect People Manager User Guide V1 0 84 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Employee Waiting list notifications Edinburgh Napier W HR Connect Waiting List Not
38. a Key date details People and o isati Organisation diesen Learning and E Position summary Development CJ Position details Absence CJ Occupancy details E Hours and basis E Pattern details Task CJ Pattern override ene E4 Salary details Out of office 0 0 E Payscale values To do list 2 Ed Employee Position History R E Costing Information Reports Processes a View Summary of Positions held in Object panel Select position required wee User name Mr Bob Blue Effective date Today Mon 03 10 2011 03 10 2011 B UDFs Attachments Notes Job title Start date End date Contract Blue Lecturer 01 01 2007 X Payscale values Blue Lecturer Mr James Blue Blue Lecturer 40001194 40001194 Grace DSP Payment table Salary 2009 10 FT Salary F43 44 016 00 Protected lt ES Override minimum lt Override maximum Grade payment table Salary 2009 10 Grade minimum F36 35 788 00 Grade maximum F43 44 016 00 Next increment date 01 01 2012 Protected rate of pay v FTE value 1 00 Payscale values screen is shown in the Display panel View available Grade payment table FT salary Grade minimum grade maximum Next increment date Protected rate of pay FTE HR Connect People Manager User Guide V1 0 33 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Employee Position History Select
39. able to you when using People Manager that it is useful to be aware of Effective a Gebees ege By default whenever you search for information in People ana you will be viewing the information that is as at today s date However if you change the date in the Effective Date box at the top of the screen you will be able to view information relating to other days To go back to information at today s date type t in the box and press enter To go back to information at yesterdays date type y in the box and press enter People Search SS This view can be used to search for an individual or a specific selection of employees it therefore maybe a useful tool for quickly finding a reportee if you have many staff reporting to you Refresh El If you experience any problems or wish to refresh any People Manager screens for any other reason then you can do so by clicking the refresh icons above the left hand menu or the main section of People Manager You should not refresh People Manager using your browser as this may cause your People Manager session to be closed Print GN If you wish to print any of the information displayed in People Manager then you can click the print icon New View EN If you click this icon then another People Manager tab will be opened You can navigate between or close multiple tabs by clicking on their link in the bottom right hand corner of the screen Full Normal View lal If you click this
40. ad Delete Select all 15 7 Or a 15 09 2011 14 39 B T Option to open or save report File Download Do you want to open or save this file eg Name BLUE_ABSFREQ 5102011143631_5127870IIv pdf Type Adobe Acrobat Document 10 6KB From mtappwebtest napier ac uk While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the risk Click Open Report available to view HR Connect People Manager User Guide V1 0 67 10 10 2011 MILLAND Edinburgh Napier University Absence Frequency 3 Pages Run Date Thursday 15 September 2011 Run Time 14 39 22 Run by PEOPLE MGER SIMPLE Parameters Absences From 15 09 2010 To 15 09 2011 Absence Group Sickness Absence Type Sickness Trent Absences From 05 10 2010 To 05 10 2011 Absence Group Sickness Absence Type Sickness Organisation Unit Edinburgh verte UNIVERSITY HR Connect Organisational Start Point Edinburgh Napier University Organisation View Full Include Leavers No Employee Name Eveready Penelope Edinburgh Napier University Absence Frequency Organisational Start Point Edinburgh Napier University Organisation View Full Include Leavers No Employee Name Blue Ben Number of Days Hours Absences Lost Lost Blue Ben Blue Lecturer Reference Number 40004735 Edinburgh Napier University Absence Frequency 3 Pages Run Date Wednesda
41. al Mr Private Secretar i Advanced 23 08 2011 need request Ev 40000836 aval ab e 8 Mandato waitin ndividua do 40000836 2 par eae 23 08 2011 Je bes Participant events Any internal course the employee is semen sins booked on where a scheduled Learning activity Status Start date Failed Reason Renewal Cost 2 Minute Taking Booked 30 11 2011 No date has been provided Personal Learning Events a E historical record of any internally earning activity tatus tart date Fai eason Renewal Cost e 5 7 Gg training events the employee HERA Role Analyst Training POR 01 08 2011 No attended re November 201 Access 2003 Intermediate Completed 16 03 2005 No D J Excel 2003 Intermediate Completed 30 03 2005 No as well as any external events Office Procedure Development Completed 20 03 2007 No Staff Induction i GE 27 02 2003 No the employee has reco rded E Management o Completed 18 06 2007 No with in th elr pe rson al learn l ng Inteducion Pat mme 09 08 2007 No Record via HR Connect Self Media Awareness Completed 10 09 2008 No French for Beginners Completed 12 12 2008 No Se rvice HR Connect People Manager User Guide V1 0 38 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect ABSENCES During Phase 1 the absence reporting procedures remain unchanged On line absence reporting through HR Connect will be rolled out in Phase two Guidance on recording Absence can be found on the HR Intranet Access to the Absence
42. and DEE SE E Position summary Development Ea Postion details Absence CJ Occupancy details nejar E Hours and basis E Pattern details Task J Pattern override Management Ea Salary detak Out of orie AD E Payscale values To do list 2 Eg Employee Position History View Summary of Positions held in Object panel Select position required B UDFs g Attachments Notes F Job title Start date End date Contract Salary details Private Secretary e Mrs Penelope 9 Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere poe Grade 3 he SE FT Salary Annually D 40000836 Override minimum Override maximum Grade minimum Grade maximum Protected rate of pay ze FTE value 1 00 Pro rated rate of pay 22 971 00 Cf Pattern Override screen is shown in the Display panel View available Grade FT salary Grade minimum Grade maximum Protected rate of pay if applicable FTE value Pro rated rate of pay HR Connect People Manager User Guide V1 0 32 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Payscale Values Select employee Click on Payscale values V SL e Ka R EST A n aen S co 4 ns spe r satii n Edinburgh Napier University de Eveready Penelope nelope J Positions Payscale values Job title Start date End date Contract 01 04 2011 Penelope Evere 9 Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere People Eg Personal details
43. ation When a direct report makes a request to attend a scheduled learning event through Employee Self Service you will receive an email notification to alert you to the request This will tell you the date and time of the event Authorising this request will book the employee onto the event or if there are no available spaces add their name to the waiting list for the next scheduled event Edinburgh Napie W HR Connect Workflow Training Learning event request for Mr Andrew Windsor One of your team Mr Andrew Windsor has requested a place on a future leaming event Workflow Training It s due to take place on 15 12 2011 starting at 9 00 00 and will finish at 17 00 00 Please verify that they will be able to join us on that day by logging into HR Connect and going to your to do list As soon as you ve done this where places are available they will receive confirmation of thet place on the event Where places arent available their name will be added to the event waitlist if it may not be appropriate for them to attend please discuss with them and decline the request They will receive notification of this fou should be aware that for some events there may be 4 charge for cancellation If for any reason they are unable to attend after a place ba been confirmed then they must cancel their attendance via MR Connect as far in advance of the event as possibic Our Cancellation policy if you have ary questions about the conte
44. ct Occupancy details Select employee Click on Occupancy details people Eveready Penelope J Positions E Job title Start date Enddate Contract 01 04 2011 Penelope Evere KI Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere People E Personal details E Key date details People and Organisation EE Learning and E Position summary Development CJ Position details Absence EJ Occupancy details oa at ns G View Summary of Positions held in Object panel Select position required tion Edinburgh Napier University J People Eveready Penelope J A UDFs g Attachments Start date Enddate Contract Occupancy details Private Secretary Mrs Penelope Private Secretary 01 04 2011 g Keen Current status Live ss al Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere Private Secretan Occupant Mrs Penelope Eveready 40000836 Occupancy start 01 04 2011 40000836 Occupancy end Occupancy type Standard lt Expected occupancy end date Expected occupancy end reason v BCS Occupancy details are shown in the Display panel View available Current status Occupant name Occupancy start date Occupancy type Expected occupancy date Expected Occupancy reason HR Connect People Manager User Guide V1 0 29 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Hours and Basis Select employee Click on Hours and Basis Hours and basis
45. ct all f Structure costing New Name Mrs Penelope Costing level Length Cost code Percent Value Start date End Eveready K Cost Centre 8 xD871 00 100 000 01 04 2011 Organisation Job title Private Secretary Rule Pay ref 40000836 Pers ref 40000836 Rule name Non Academic v Level details Costing level Cost Centre ze Cost code Percent Value Start date 01 04 2011 End date Split records Cost code Percent Value Delete xD871 00 100 00 Cost Centre screen is shown in the Display panel View available Cost centre Start date End date Cost centre code Cost centre split HR Connect People Manager User Guide V1 0 35 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect PEOPLE AND ORGANISATION Access to the People and Organisation section can either be from the Links folder or from the specific People and Organisation folder on the Home Page Positions jl 2 Views ssa Edinburgh Napier University CA Mr Edward Driver Si CA Mr Andrew Windsor amp Mr Charles Windsor People Ea Basic Personal Details EQ Key Date Details Organisation es Learning and E Position Summary Development E Position Details Absence E3 Position Occupancy Details E3 Hours and Basis of Employment E Salary Detalls Task E Payscale Values Management EC Employee Position History ou ot me E Position Costing To do bet 0 4 Salary History People and Reports Salary History I
46. ction Details People and Organisation How Do I Guide Learning and i How Do I Guide Development Out of office 0 HR Connect People Manager User Guide V1 0 60 10 10 2011 Edinburgh verte UNIVERSITY HR Connect New Task Redirection When a person with People Manager status is absent you will need to consider re assigning any tasks that they would normally process You can re direct tasks to other employees with People Manager Access Prior to redirecting tasks you should discuss the redirection with your chosen delegate and inform your reportee s who will be approving requests in your absence In order to select the correct delegate you should determine their User ID number E g pd23 If that person then is off they can also redirect tasks to a maximum of nine individuals Select New Task Redirection H Organisation Edinburgh Napier University J My task redirections New My task redirection details JE Start date End date Process type Process Redirec My task redirection details New 9 01 10 2011 05 10 2011 Redirect all PD76 Start date Cl 11 10 2011 15 10 2011 Redirect all PD76 End date Process type Task processes v EE Process Redirect to Password Enter the start date of the period you want to redirect your tasks Enter the end date Click the Process type drop down menu Select if you want to redirect all redirects all workflo
47. dinburgh Napier University Positions a Views w s Edinburgh Napier University 4 GREE PMs Penelope Eveready 4 Andrew Windsor SMr Charles Windsor Click Absence calendar you will see their absence details I UDFs g Attachments Notes Document attachments Absence calendar Calendar selection options Display period Month from today ae Period from 15 09 2011 Period to 15 10 2011 Calendar colour options Please click on a day for further options A 25 26 AAJA e 20 23 22 23 E 26 27 28 20 Te W ller er os m RR ooog DUU OOO e RI G DUDU Oee OO Bop ooroo Op ene HU WOR DUR UR Awaiting authorisation a am pm split Clashing events HR Connect People Manager User Guide V1 0 40 10 10 2011 Edinburgh verte UNIVERSITY HR Connect The Absence calendar enables you to view amend and create absences and related information for the selected list of people Overview The Absence calendar displays all absences that you have recorded including e Fixed holidays Green e Personal holidays Yellow e Sickness Red e Learning activities Blue e Maternity Paternity absences Pink e Adoption absences Purple NB HR Connect does not show Time Off in Lieu or Flexi Leave which may have been booked Employees and Line Manager should continue to record this off line The display has three sections 1 Calendar selection options
48. e V1 0 25 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Key date details Select the employee Click on Key Date Details View available Organisation start date Length of Service Reckonable Service date Length of Reckonable Service User name Mrs Elizabeth Windsor Effective date BW a Today Tue 13 09 2011 13 09 2011 Ri _h Search Smart groups t Advanced Ei UDFs Attachments M Notes F l Include leavers Results 1 Person i e e ey dates Mrs Penelope Eveready Surname Yb im Mrs Penelope Eveready Select all Save this group KEE Name Unit Job title Sex C isati 40000836 Organisation 40000836 ee ee eS eee Start date 06 01 2003 Name Eveready Penelope Unit Human Resources Job title Private Secretary Personal ref 40000836 Leaver No Position reference 50036966 Position occupancy reference Length of service 8 year s 8 month s Reckonable service date 06 01 2003 Length of reckonable service 8 year s 8 month s Payment table Salary 2009 10 ORGANISATION Position Summary select employee Click on Position Summary User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 3 09 23 fh Organisation Edinburgh Napier University People Eveready Penelope J Positions Jakes Job title Start date End date Contract Ki Private Secretary 01 04 2011 Penelope Evere Book ks K Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Ev
49. e casual employee is unlikely to require payment from us in the current Academic year please complete a Leaver Notification form and send to your HR Advisor This will generate a P45 for them 2 If you can see a casual employee and they are not familiar to you please let your HR Advisor know 3 If you cannot see a casual employee who you would expect to see then please raise with your HR Advisor HR Connect People Manager User Guide V1 0 20 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect All people within the structure will appear within the reports available to you In most of the standard reports you are can define the Type of person you want to include in the content ft J Organisation Edinburgh Napier University Report name Status Last run date Last rur Headcount analysis Movement Analysis Type w Organisation view Ascodaie w Show details Casual Fixed Term Full path display Permanent Exclude if under 1 yrs service TI Output type PDF File wl Report run comments Displaying Positions Using the reporting view you may also be able to use People Manager to access data relating to vacant positions If you tick the position tick box above your list of reportees their positions will be displayed along with any vacant positions that would be reporting to you User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 Views v oe Edinburgh Napier Universi
50. e highlight the date that was worked ER TEE TEE Jihoidav absence ist 49 09 2011 Company Bank holday NWP detais Search Smart groups Advanced B UDFs ci Attachments Notes M d i CA show all Typel Bank holiday sl Start date Day End date Day Type Position Reason Current sta Bank holiday details Doctor James Silver Sa Silver G 21 05 2012 Mon 22 05 2012 Tue Bank holiday Silver Lecturer Payroll proc Silver Lecturer C 16 04 2012 Mon 16 04 2012 Mon Bank holiday Silver Lecturer Payroll proc Date 19 09 2011 40002502 09 04 2012 Mon 09 04 2012 Mon Bank holiday Silver Lecturer Payroll proc Type 06 04 2012 Fri 06 04 2012 Fri Bank holiday Silver Lecturer Payroll proc End Ce 23 12 2011 Fri 03 01 2012 Tue Bank holiday Siver Lecturer Payroll proc CERN Absence Absence type Bank holiday Position Silver Lecturer Not taken IV a Ct Click in the Not Taken tick box and clicked Save Following the overnight absence Holiday entitlement summary Doctor James Silver Employment details Silver Lecturer calculation the holiday entitlement E EE ze Summary looks like this You can waar Holiday period dates 01 09 2011 31 08 2012 ei see th at d u ratio n O n 1 9 9 h as Length of service at relevant date 1 year s 11 month s 0 day s Scheme name HE2000 Annual Leave Y become 0 hence D hours iS now Membership dates 01 09 2011 Entitlement for period 116 5 hours 322
51. elect employee Click on Holiday details amp People Mrs Penelope Eveready D iolidayabsencelistes Holiday absence details Search Smart groups Advanced CH Type All holidays v Start date Day End date Day Type Pe 12 03 2012 Non 14 03 2012 Wed Personal Holiday Pr People Absence Personal details E Absence Calendar Dei 17 10 2011 Mon 04 11 2011 Fri Personal Holiday Pr E Key date details E Sickness absence details Ca 11 10 2011 Tue 14 10 2011 Fri Personal Holiday Pr People and EJ Holiday entitlement summa Da 27 09 2011 Tue 30 09 2011 Fri Personal Holiday Pr Organisation Organisation y Y Learning and E3 Position summary Holiday Details Development EJ Position details EJ New Holiday Details Absence EJ Dieses a zapen dataile Tack Mannane A summary of holiday dates is shown in the Object panel Attachments Notes a mca aa aasasasasassasasauaiiIsssssososososl Holiday absence details Mrs Penelope Eveready Mrs Bees Eveready Holiday start Private Secretary aT 40000836 Date 12 03 201 40000836 Type Full day v Holiday end Date 14 03 2012 a Type Full day v Absence Absence type Perso Authorisation Not applicable Positi Private Secretary 50036966 40000836B Human Resources osition Current t Holiday balances Peer group calendar View available Holiday start date Duration Holiday end date duration Absence type Holiday balances Peer gro
52. employee Click on Employee Position History A ty J People Eveready Penelope Employee position history Search Smart groups JS Advanced Wun 3 Attachments Notes F IT Include leavers Results 1 Person Detail is as held on the effective date or occupancy end date where this is set Eveready Surname v S i uh e ne Select all Save this group Mrs Penelope Employee position history Mrs Penelope Eveready Eveready Name Unit Job title Sex Private Secre TEENE oee ae Organisation start date 06 01 2003 Leaving date Re employable Length of service 8 year s 8 month s Set search criteria Occupancy Expected Occupancy Position Position Position reference Expected start occupancy end status position end end 01 04 2011 Private Secretary 50036966 01 04 2011 Private Secretary 50036966 01 04 2009 31 03 2011 Wardrobe Co ordinator 50000660 Health amp Safety 01 01 2006 31 03 2009 betr 44000083620060101 06 01 2003 31 12 2005 Administrator Secretary 44000083620030106 Hovering over a date field will provide a pop up Summary box DW UDFs Attachments Notes Employee po Occupancy start 01 04 2009 d Occupancy end 31 03 2011 Employee det position Wardrobe Co ordinator Position reference 50000660 Occupancy type Standard Position occupancy reference 40000836 FTE value 1 00 Grade Grade 3 Set search Category Employee Basis Full Time Job share No Occupang Leaving reason
53. ence type Sickness v absences from 5 08 2010 Reference number Personal reference e Include leavers E Full path display Organisation view New page for each organisation unt Output type PDF File v Report run comments You will be notified that the report is being generated Generating report Absence frequency You will be notified upon its completion Absence frequency Once complete you will see a pop up in the bottom right corner saying Report complete Report Absence Frequency completed HR Connect People Manager User Guide V1 0 66 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Click on the report complete and you will come to Download report screen ft J Organisation Edinburgh Napier University Report name Status Last runc Download output Absence Frequency Absence Frequency Complete 15 09 20 View output from gt Absence History Complete 09 09 20 Today Ne Absence History People Complete 24 07 20 A Absence Summary Complete 24 07 20 Available report outputs 9 Absence Tolerances Complete 05 09 20 Run date amp time Comments Download Delete 3 Friday Monday Absences Complete 24 07 20 Select all KI Holiday Entitlement Breakdown Complete 24 07 20 15 09 2011 14 39 B BS ai Outstanding Holiday Entitlement Complete 05 09 20 15 09 2011 14 38 a E 15 09 2011 14 35 a Select Download button Run date amp time ints Downlo
54. ere e People Ed Personal details l Ed Key date details People and nm mnm D n Organisation Organisation Learning and Ed Position HE eagan n View Summar of Positions held in Object panel Select the Position Required HR Connect People Manager User Guide V1 0 26 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect isation Edinburgh Napier University EG People Mr Ben Blue EEN B UDs Attachments Notes F Job title Start date End date Contract Position summary Blue Lecturer Occupant Mr Ben Blue Job title Blue Lecturer Position reference 50050113 Occupancy start 01 09 2011 Occupancy end Expected occupancy end date Expected position end dats 10 01 2012 Location Structure workflow group Organisation unit Training Group Position Summary appears in the Display panel View available Occupant Job Title Position Reference Occupancy start Occupancy End Expected Occupancy end date Expected position end date Location Structure workflow group Organisation unit HR Connect People Manager User Guide V1 0 27 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Position details Select employee Click on Position details 3 PeT A O S DN gp Ke d 2 Si 3 i i ganisation Edinburgh Napier University People Eveready Pe D F Positions Bees E Job title Start date Enddate Contract 01 04 2011 Penelope Evere ev Wardrobe
55. events there may be a charge for cancellation Staff Development cancellation policy Professional Development cancellation policy Academic Development AcademicDevelopmentEvents napier ac uk Corporate Learning amp Development corplearningdevelopmentWnapier ac uk Information Services corplearningdevelopment napier ac uk Health and Safety 2 Thin napier ac uk Motes Scheduled event declined Edinburgh Napie On LROwESS TY HR Connect Workflow Training Learning Event Notification Mr Bob Blue has Declined your request to attend the learning activity Workflow Training Please contact Mr Bob Blue for further information regarding this notification Notes HR Connect People Manager User Guide V1 0 90 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Cancellations lf your employee cancels their place on the event you will receive an email notification HR Connect Event Cancellation One of your reportees Mr Andrew Windsor has cancelled from the learning event Project 2007 Intermediate an 22 09 2011 for the neaton Weather conditions Regards The HR Connect Team An Event Confirmation email will be sent two weeks before the event HA Connect Minute Taking Event Confirmation for Mr Andrew indor Dear Mrs Elizabeth Wire ace TAS a apoilitecttoon be Infor you thal Mr Andrew Windior had Been confined on the leaming event Minute Taking which vill take place on 3110 2011 at SUE The location for
56. ey date details Jack Organisation Organisation 2 Learning and Postion summary EJ Holic Development Ed Position details Absence E Occupancy details Hok Hours and basis Task Me Reports EJ E3 New Pattern details details Task E Pattern override ce View Summary of Positions held in Object panel Select position required Pattern details Working Pattern Mrs Penelope Type Pattern name Start day Start d z z Eveready Working Pattern WP Mon Fri 36 25 hrs Week 1 Day 5 01 04 Pattern information Private Secretar J 40000836 40000836 S e Day 5 v Start date 01 04 2011 End date Pattern days Mon Tue Wed Thu Fri Sat Sun Total Week 1 07 15 07 15 07 15 07 15 07 15 00 00 00 00 36 15 AA hours amp minutes Pattern details are shown in the Display panel View available Working pattern type Working pattern name Start date for working pattern Start date Pattern days display To change a work pattern you must complete an Employment details change form and send to HR HR Connect People Manager User Guide V1 0 31 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Salary details Select employee Click on salary details Salary details Job title Start date End date Contract 9 Private Secretary 01 04 2011 Penelope Evere 9 Wardrobe Co ordinator 01 04 2009 31 03 2011 Penelope Evere People E Personal details Ea Key date details People
57. fic date rage using the Period from and to date fields If you change the selection you should then click the Ge icon to have the data displayed Each row displayed is also a hyperlink and when clicked will display the Absence calendar containing the people in the same unit as the person selected Note that if you have a large number of reportees you are advised not to set the Out of Office page as your initial Home page view The details for the people who are out of office can then be built in the background prior to when you might need to access the page You can set the number of levels you wish to see out of office in your user settings HR Connect People Manager User Guide V1 0 69 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect TO DO LIST On your initial log in to People Manager your To do list will appear by default This Default setting can be amended in the User preferences screen This shows any tasks which require authorisation If you have deleted an email notification but not authorised the task the task itself will remain on this list Should authorisation not take place within 3 days a reminder will be sent and if not authorised then after a further 3 days an authorisation request will be sent to the manager of line manager Filter All active Sort by Identifier i WI ei Go Links Select all Deselect all People and Organisation Sch eent L in d Learning activ
58. here you will have to enter your password to perform the action Redirect Tasks You can also redirect the selected task s by clicking the Redirect button or the redirect icon If this button is clicked the Redirect task page is displayed allowing you to search for and select another recipient who will process the task This process was covered in Task Management HR Connect People Manager User Guide V1 0 71 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect PROCESSES From Home Page Click Processes in the Display Panel This shows the status of processes that have run in the last 24 hours Bookmarks Report Absence Frequency ee Edinburgh Napier University Links Complete 15 09 2011 14 38 People and Organisation Report Absence Frequency Learning and Edinburgh Napier University Development Complete Absence 15 09 2011 14 37 Reports Report Absence Frequency Edinburgh Napier University Task Complete Management 45 09 2011 14 35 Out of office 1 To dolic von Report Headcount Analysis poll Edinburgh Napier University Complete 15 09 2011 12 19 Processes 0 Messages People manager reporting list generation User settings Edinburgh Napier University Complete 15 09 2011 12 02 MESSAGES From Home Page Click Messages in the Display Panel This shows any messages of the day Bookmarks My active task redirection Edinburgh Napier University Redirect all
59. ification Mrs Elizabeth Windsor has Accepted your request to be put on the waiting list for Access 2007 Beginner You will be emailed confirmation prior to the event Notes This is ok Edinburgh Napier OP HR Connect Waiting List Notification Mrs Elizabeth Windsor has Declined your request to be put on the waiting list for Confident Futures Assertiveness in Challenging Situations Please contact Mrs Elizabeth Windsor for further information regarding this notification Notes too busy HR Connect People Manager User Guide V1 0 85 10 10 2011 Edinburgh verte UNIVERSITY HR Connect When the event is scheduled they will receive an email notifying them of the date and giving them joining instructions F nar Nagie W MH Connect Event Reminder Dear Mr Charles Windsor am pleased to confirm that you are booked on Workflow Training event that will take place on 19 12 2011 Please ensure that you complete and return the enclosed pre training questionnaire y KA For further information regarding this event please navigate to your personal learning pccount via employee self service and select the event relating to this notification where e e you will find material including joining instructions employee self service Regards The HR Connect Team HR Connect People Manager User Guide V1 0 86 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Line manager Scheduled event notific
60. in Line to the Throne 50018900 ala a Pleasi Occupancy 01 04 2009 Reporting Queen Royal Family es pattern WP Mon Fri 35 hrs 7 A Working Pattern Start Date 13 07 2011 Edward Driver Dh Position Second in Line to the Throne Penelope Eveready oll 50018900 Occupancy 01 04 2009 eg Queen Royal Family Andrew Windsor S LI LI LI po o0 o0 d zo BD oo 0 000i ID 1 H D Awaiting authorisation Ae am pm split 0 e Clashing events The name of the person their position s and the Day and Date is displayed Note also that the name of the person and the day selected are shown with a white background When the cursor is on a cell which has a recorded absence the pop up information will be similar to the following The first section displays the name of the person their position s and the Day and Date is displayed HR Connect People Manager User Guide V1 0 43 10 10 2011 Edinburgh Napie O UNIVERSITY HR Connect The next section displays the Type of absence and its period and its status The position to which the absence has been applied the persons Occupancy dates in the position and the Reporting manager of the position lf the Absence is applied to several positions then each position will be reported ina separate section NB The absence calendar does not link with the Outlook calendar HR Connect People Manager User Guide V1 0 44 10 10 2011 Edinburgh verte
61. ing events AM absence PM absence o Working pattern Each absence is shown as a coloured box The colours of each type of absence are controlled by each user with a standard set being initially provided When the display period or the number of people exceeds the screen capacity scroll bars are provided to enable you to move left or right and or up and down The headings to the calendar and the people names will always remain in focus HR Connect People Manager User Guide V1 0 42 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Calendar display The people displayed are either the people that you selected when navigating to the page The grid for the calendar displays absences and training using the colour codes defined by the filter Weekends are shown shaded in the day number display as above When you move the cursor over the cells in the display a pop up is shown holding the details of either the absence or the person when no absence is recorded 3 UDFs g Attachments Notes Period to os 10 2011 Name Andrew Windsor Position s Second in Line to the Throne Personal reference 40001244 Bank holiday Payroll reference s 40001244 Day Friday Sess Date 16 09 2011 Calendar colour options Ivy de Type Personal Holiday ar Fa Period 16 09 2011 16 09 2011 ig pattern EA Status Authorised Ss es Position Second
62. ion options Peer group Royal Family SI Display period Absence dates v Period from 04 11 2011 Period to 04 11 2011 Calendar colour options Penelope Eveready Andrew Windsor Charles Windsor Oo A Awaiting authorisation amypm spit 9 Clashing events n f i i AM absence H PM absence go Working pattern To authorise enter your password Select the correct Authorisation status from the drop down menu Add reason or comment which will be included in the notification email When you approve or reject a request a notification email will automatically be sent to the member of staff who submitted the request to advise them of the decision Edinburgh Napier W Sevf Pa HR Connect Absence request Your holiday for 08 09 2011 08 09 2011 has been refused by your reporting manager Mrs Elizabeth Windsor Notes HR Connect People Manager User Guide V1 0 78 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Edinburgh Napier OP HR Connect Absence request Your holiday for 09 09 2011 09 09 2011 has been authorised by your reporting manager Mrs Elizabeth Windsor Notes If the employee changes the dates of their request you will receive a new email and you should follow the process above New email notifications will occur and supersede the original email Please note that this new email will supersede any previous emails the links in any earlier emails will no lo
63. ity waiting list a DEE Mr Andrew Windsor 40001244 al Development w B Royal Family Absence 14 09 2011 Learning Event Verification Waiting List a Reports Participant event details Mr Andrew Windsor 40001244 Task Sf EEN Management dean Outof office 1 14 09 2011 Learning Event Verification Scheduled a piss Gy Participant event details Mr Andrew Windsor 40001244 Processes 0 v Royal Family Restricted Messages Previously authorised by CU132 a 14 09 2011 Learning Event Verification Scheduled User settings Participant event details R Mr Andrew Windsor 40001244 Royal Family KC 3 eee epee l E 4 A lf there are no tasks this Display Panel will be blank HR Connect People Manager User Guide V1 0 70 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect The following is a summary of the authorisation process The colours of the tasks identify their type and priority e Green tasks require authorisation e Red tasks are Overdue tasks Next to each task there is a check box which when ticked will cause action buttons to be displayed Redirect and Actions that are relevant to the selected task For example Bookmarks Fiter All active e Sort by Identifier vi UI G Links Select al Deselect al People and Redirect Actions Organisation Action Tasks If you tick a task and then click the Actions button will take you to the Authorise task page w
64. liday entitlement includes both the personal leave and fixed leave entitlements combined together Fixed holidays Known in the system as Bank Holidays are input centrally Hours will be deducted if the employees work pattern indicates that they work on that day The days will automatically be marked as taken on the leave taken list Personal leave can be booked through Employee self service and then authorised by the line manager The Holiday authorisation process is detailed later in the document Personal leave is deducted in hours showing the remaining entitlement available If you have concerns about the leave entitlement calculations please contact the HR Connect helpdesk M UDFs Attachments E Notes F Employment details Position Private Secretary he Mrs Penelope Period details Eveready Private Secretar Holiday period dates 01 09 2011 31 08 2012 40000836 40000836 Length of service at relevant date 8 year s 7 month s 26 day s Scheme name Support Annual Leave v Membership dates 01 04 2011 Entitlement for period 326 25 hours 290 hours Pro Rata 36 25 brought forward From To Duration Remaining entitlement 19 09 2011 19 09 2011 25 319 19 09 2011 19 09 2011 7 25 311 75 27 09 2011 30 09 2011 29 282 75 11 10 2011 14 10 2011 29 253 75 17 10 2011 04 11 2011 108 75 145 HR Connect People Manager User Guide V1 0 49 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Holiday Details S
65. lude leavers Results 1 Person lt lt Personal details Mrs Penelope Eveready SCH Surname x Dii La e Mrs Penelope Eveready Select all Save this group Surname Eveready Private Secretan Name Unit Job title Sex E Forename Penelope 40000836 Forename 2 Eveready Penelope Human Resources Private Secretary bel Forename 3 rue a Preferred name Pen Previous surname Personal ref 40000836 Start date 06 01 2003 Ct You can then use the displayed details page as required To return to the Home page you can click the Home page button HR Connect People Manager User Guide V1 0 24 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect If you select the magnifying glass beside the drop down menu then the search will list all your reportees 9 Search Smart groups Include leavers Surname Select al Save this group Name Unit Job title ZS Driver Edward Human Resources CH Eveready Penelope Human Resources Private Secreta Chauffeur 4 Windsor Andrew Royal Family Second in Line 4 Windsor Charles Royal Family First in Line to t This option can be used for a single person but is probably more valuable for a Searching and extracting a group of people b Comparing data across a number of employees In either case you will having selected the employee s access standard HR Connect pages to perform your requirements HR Connect People Manager User Guid
66. n An access restriction has been created that means that a user cannot view their own details in People Manager This means that their details will not return in any of the standard reports that they run To ensure that sensitive personal information is not available in the person search results global field security settings have been created This means that date of birth gender HESA number NI number will not return in search results Over and above determining the fields images that people managers will have access to there is also a requirement to either hide or ensure fields buttons so that records cannot be amended In HR Connect most screens are read only with the exception of screens used in the authorisation process or linked to holiday management You can only access current staff data Historical information since 2001 has been loaded into the system where available i e position history personal learning events HR Connect People Manager User Guide V1 0 8 10 10 2011 Edinburgh verte UNIVERSITY HR Connect LOGGING ONTO PEOPLE MANAGER To connect to People Manager go to the Edinburgh Napier Staff Intranet home page click on My Workplace and select HR Connect People Manager from Online Services HR Connect is a web based system and so can be accessed directly from any University networked PC It can also be accessed externally to the University if VPN access has been set up This provides secure system access to Uni
67. n addition to the pages on the Links folder the People and Organisation folder also gives access to the salary history screen i Trent User name Mr Bob Blue _Effective date Today Mon 03 10 2011 03 10 2011 ft Organisation Edinburgh Napier University Wun g Attachments Na Views S saw Edinburgh Napier University Position salary change history Mr James Blue ram 4 Mr Ben Blue Biue SS Exclude payment table rate Change 4001 28 P Effective FT Salary Rate Percent ME Pro ME amp Grade Payment Scalepomi table date change change value rated hours salary 01 09 2011 1 00 35 00 01 01 2011 44 016 00 2 527 00 6 09 1 00 35 00 Gde Salary F43 r r g S 5 6 2009 10 Grade Salary 01 09 2010 41 489 00 165 00 0 40 1 00 35 00 6 2009 10 F41 01 01 2010 41 324 00 1 205 00 3 00 01 08 2009 40 119 00 200 00 0 50 01 01 2009 39 919 00 2 269 00 6 03 01 10 2008 37 650 00 1 793 00 5 00 01 05 2008 35 857 00 1 044 00 3 00 j 01 01 2008 34 813 00 1 034 00 3 06 te change 1 793 00 ercent change 5 00 Grade 01 08 2007 33 779 00 984 00 3 00 Position Blue Lecturer Position reference 50017103 01 02 2007 32 795 00 324 00 1 00 Change reason Payscale Increase 01 01 2007 32 471 00 HR Connect People Manager User Guide V1 0 36 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect LEARNING AND DEVELOPMENT Access to the Learning and development section can either be from the Links folder or from the
68. nger work If the employee cancels their request you will receive a notification email No further action is required Edinburgh Napier W HR Connect Holiday Cancellation One of your reportees has cancelled a holiday for 09 01 2012 12 01 2012 This is for your information and does not require further action Regards The HR Connect Team HR Connect People Manager User Guide V1 0 79 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Holiday Leave Authorisation To do list lf you have holidays to authorise they will be shown in the central panel Click the Actions button and you will come to the Authorise task Holiday Absence details screen Bookmarks Filter All active Sort by Identifier wl Ge Links Select al Deselect all People and Redirect Actions Organisation Authorise task Holiday sDsence Zen Mr Andrew Windsor 40001244 User name PEOPLE MGER S it Password Authorsation status DOs y Reason CG Type in your Password this is your University network password To process a holiday request select the Authorisation Status drop down menu and select authorised not authorised or on hold You can add a Reason for your decision or a comment e g Sorry there are too many people off at that time or Enjoy your holiday Authorising or rejecting a request will generate an automatic notification email to the member of staff and the reason comment will be communicated in the
69. nsure that all levels of manager have access to a wide range of information about their staff within an easy to use environment The following functionality will be available for Line managers View job salary training history for team members Approve annual leave requests View team annual leave calendar Approve training booking requests View sickness absence history View team sickness absence calendar Runa selection of standard reports People Manager is a view of the main HR Connect application It uses standard menus and pages to display the data The only difference between People Manager and the main HR Connect application is the selection of and access to people and their data Users who have been given People Manager Access can manage authorisation requests for people who have been assigned to them Managers and Reportees lf you have line management responsibilities as part of your role you will be identified as a People Manager The people visible to you in People manager are identified by using position to position reporting lines A reporting line can if appropriate cut across the organisation structure These relationships have been validated with line managers and should be kept up to date on an ongoing basis through your HR Client Partner In systems terms a line manager for a position would be the authoriser of holidays learning events and will have a view of information for all their di
70. nt of this of ary other of ow events please get Th touch with the relevant training provider Academic Development AcademicDevelopmentEvents in Corporate Learning Development cor developrnent Bnapier ac uk information Services corplearningdevelopment Enapier ac uk Health and Safety R Thin napier oc ub Regards The HR Connect Team Request to be placed on scheduled event Clicking on the link within the email will bring up the log in screen Enter your University User name and Password This is your University network password Once this is entered it will bring you directly to the Task List Contact administrator Login HR Connect People Manager User Guide V1 0 87 10 10 2011 Edinburgh Napie Om UNIVERSITY HR Connect Bookmarks Fiter All active v Sort by Identfer wi Ge Select all Deselect al Links g R People and ___ Mr Ben Black 40004739 Organisation Learning and Development Reports Task Management Out of office 0 To do list 1 New tasks Edinburgh Napier University Click on the Tick box Fiter Ali active v Sort by Identifier o A G Select al Deselect al Redirect Actions Mr Ben Black 40004739 be Mr Ben deit GR Af x e vi Gage up GG vent Ver o Lanig E ne Ver Click Actions and you will be brought to the Authorise tasks screen HR Connect People Manager User Guide V1 0 88 10 10 2011
71. ob title Organisation unit Payroll Payroll reference Personal reference Pos occ reference Previous surname Social Security number Staff identifier Surname Name Unt Job security no Personal re When using people search you should be aware of the following e You can return to the reporting view by clicking on the People icon 2 e As well as searching by Surname you are also able to search your reportee s by forename unit job title or personal reference number by selecting this option from the dropdown menu before searching e To select more than one individual press ctrl and click on names HR Connect People Manager User Guide V1 0 18 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect i Trent User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 e e ar P E gt Organisation Edinburgh Napier University et e Q Search Smart groups RK e Advanced Include leavers Advanced search __ Surname e T A oo GE Name Unit Job title Sex Date of birth Social security no Personal re 4 Using the conditions CONTAINS DOES NOT CONTAIN and IS NOT may result in the search 1 gt Criteria Surname v is y Build special criteria E m Output options Generate batch a Save as smart group a For Trent For export e You can also select the advanced option to make an even more detailed
72. ple to perform reporting manager duties All tasks assigned to the Reporting Manager will be automatically posted to the occupant of the reporting position The reporting Manager is listed in Position details screen There are two processes initially available which are described in further detail later in the document 1 Authorising Holiday Annual Leave process 2 Authorising Learning and Development process HR Connect People Manager User Guide V1 0 74 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect AUTHORISATION PROCESSES There are two routes for a reporting manager to authorise request for holiday or learning event 1 Email notification 2 To do List HOLIDAY LEAVE The Holiday Leave process is detailed in the map below Em ployee Reporting Manager Notification to Leave requests Authorises or em ployee of Booked leave Rejects otcom e Cees TE modifies e Authorises or employee of leave request Rejects outcom e Reporting Manager receives notification Employee cancels future leave request Leave Cancelled Em ployee Reporting Manager doesnt take updates holiday After overnight job New leave balance leave when details delete or Cancelled lculated booked modify hs Se HR Connect People Manager User Guide V1 0 75 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Holiday Leave Authorisation Email notification
73. pport Annual Leave e Entitlement for period 290 hours 290 hours Pro Rata Brought forward 36 25 Brought forward not used lost Adjustment details Adjustment type Standard v Entitlement 326 25 hours HR Connect People Manager User Guide V1 0 52 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Click on Adjustment type Adjustment details Adjustment type Standard Standard Entitlement Adjust Override D Select Adjust never Override or you will not have a track of adjustments made Enter value for adjustment in hours e Negative if reducing leave entitlement for holiday period e Positive if adding to leave entitlement for holiday period NB in future years carry forward is automated Adjustment details Adjustment type Adjust ote Value Reason End date Entitlement entered name Enter reason e g carry over 5 days from 2010 2011 leave year HR Connect People Manager User Guide V1 0 53 10 10 2011 Pattern details Click employee Select Pattern Details Edinburgh Napie Om UNIVERSITY HR Connect Views a Edinburgh Napier University Mr Edward Driver 3 Mrs Penelope Eveready Bookmarks X Dr Fifteenth September Dr First September Links People and Organisation Learning and Development amp Dr Fourteenth September amp Doctor PT 15th September Doctor PT ist September Dr Sixteenth September Reports
74. rect reportees The view enables reporting managers to see all their reports even though they are not direct reports So a Head of School will have access to information for everyone in their School not just their immediate reports In your role as a line manager you will have relevant restricted access which will be actively audited by HR through the People Manager function in order to carry out the full range of your line management responsibilities This is mainly position based or contact information You do not have access to sensitive information such as NI number or diversity data All data held on HR Connect continues to be made available to staff in Human Resources HR Connect People Manager User Guide V1 0 6 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Multiple Roles Where an employee has more than one role they will be assigned to the line manager for each role that they occupy DATA PROTECTION amp CONFIDENTIALITY As People Manager contains detailed position information including salary scales it is important that you use it responsibly to ensure that the security of this information is maintained at all time Therefore when you have finished using People Manager please always ensure that you logout To logout you click the in the top right hand corner of the People Manager page or close your web browser or tab Your login details are the same as your university username and password It is
75. rrnnnnrrenenrrrnsnnrrenen 22 HR Connect People Manager User Guide V1 0 3 10 10 2011 Edinburgh Napie O UNIVERSITY HR Connect LINE EE 22 Eeer 22 FOLSOM DE UE 22 W 2 oie EC 26 OF GINS He Ir aestareastn cae E E AE E E EE E AE EE 26 EENEG 26 Bettel CO UE 28 EEGENEN 29 Beh OI SiN TS E 30 Rude 2 e e E E eee ee ee eee ee eee ee 31 Sele el 32 mee ers oak y 0 eee ee ee ee ee eee eee 33 Employee Position History EE 34 Se ennei o g E E E E E E EA E 35 PEOPLE AND ORGANISATION EE 36 Sy ag eh EE 36 LEARNING AND DEVELOPMENT genee eege ee 37 Personal Learning Account 37 Participant Waiting eise 38 FAN IGA EVON eea E needs anion case seea at nas ane A E E 38 Fel SO Mal EC ANG E 38 ABSENCES EE 39 enen e EE 39 NEIEN ee 41 Calendar selection optons 41 Calendar colour ODN ONS wastacasees cope nerddincastbaceezsicdacousenconeseaddeecuchbscanzenedeconsetcnaemeaddeceg 42 ee MET 42 BE HE eg e 0 EE 43 Absence Calendar Yearly View Uates 45 sickness Absence Details c0ssccsceececeesccceeeecoeeecccesescueeccceseecsenesceeeencerencoereses 46 Holiday entitlement summary cccecceecccecccececeeeceeeceeeceuseeseecaeecseeceeeseessaeeseessseeess 48 PIOMOAY Kr WE 50 New Holiday details ccccccccccsecccececececeuceceuceceeeecseeceueecsueessueesueesseeesueesseeessusessaees 51 Holiday Entitlements Adjustments ccccceeccceeeeseeeeseeeeeeeeseeeseeeeseeeeseueeseeeeseeesaes
76. s ef Attachments Notes Sickness absence details Mr Andrew Windsor Mr Andrew geg Windsor Absence start Second in Line t the Throne cate Tr Type Full day E 40001244 Absence end i Date 23 02 2011 ie Type Full day ke Absence type Absence reason Chest Respiratory k Position Second in Line to the Throne 50018900 40001244 Royal Family Current HR Connect People Manager User Guide V1 0 47 10 10 2011 Edinburgh verte UNIVERSITY HR Connect Holiday entitlement summary select employee Click on Holiday entitlement summary Views w sow Edinburgh Napier University Mr Edward Driver People Absence Se Personal details E3 Absence Calendar E Key date details EQ Sickness absence details Organisation E Holiday entitlement summary 24 Mrs Penelope Eveready 4 TENS Mr Charles Windsor People and Organisation Ed Position summary EJ Holiday Details Learning and Development CJ Position details CA New Holiday Details Absence Ed Occupancy details Task Manager EJ Hours and basis EJ New My task redirection details Reports ES g G d E Dattern dataile E Je tack rariractinn retail Holiday entitlement summary appears in the Display Panel Holiday entitlement summary Mr Andrew Windsor Employment details Second in Line tc Position Second in Line to the Throne e oe Period details 40001244 Holiday period dates 01 09 2011 31 08 2012
77. search of employees e You should not select the smart groups radio button as this is a functionality that is not applicable to People Manager e Once People Search has been selected you will have to complete any action that you have initiated before you are able to return to the reporting view HR Connect People Manager User Guide V1 0 19 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Casual Staff Casual staff will be displayed in your reporting hierarchy along with other staff sew Edinburgh Napier University Select reportee you want to view information on from the Object Panel Once a reportee has been selected you can then click on People and Organisation hours and basis of employment People and EJ Contact Details Organisation Learning and Organisation Development E Position Summary Absence E4 Position Details E Position Occupancy Details Reports E Hours and Basis of Employment You will see casual under Type D UDFs ci Attachments Notes E Job title Start date End date Contract Casual 01 06 2011 Sa i Hours and basis Casual Contractual Hours Il FTE hours Fee I Post budgeted hours I Annual weeks worked J Il Employment is term time only I I Category v I Basis k Type Casual sl I Change reason v All casual workers who have been paid in the last year should be displayed Please note the following 1 If th
78. the displayed view Positions jl Views s Edinburgh Napier University Click the plus icon to expand the view Expand the view until you find the person Click to highlight the individual ft Organisation Edinburgh Napier University Positions Views oes Edinburgh Napier University Mr Edward Driver z 3 Mr Andrew Windsor 4 Mr Charles Windsor People CJ Personal details E Key date details eae Organisation Organisation Learning and EQ Position summary Development Ead Pasitian details HR Connect People Manager User Guide V1 0 22 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Click Personal details from the People folder of the Links section of the Home page As you have already selected the person HR Connect will simply open the Personal details page for the selected person Positions ji MB UDFs p Attachments M Notes amp Views ss Edinburgh Napier University Mr Edward Driver 3 Mr Andrew Windsor 3 Mr Charles Windsor Personal details Mrs Penelope Eveready Surname Eveready Forename Penelope Forename 2 Forename 3 Title Mrs Preferred name Pen Previous surname Personal ref 40000836 Start date 06 01 2003 Alternatively Mrs Penelope Eveready Private Secretary 40000836 40000836 Click Personal details from the Links section first this opens the People search panel and highlights the search field
79. the scheduled events or move the employee onto the waiting list Employees approved on the waiting list will automatically included in the event once sufficient numbers have been reached and a confirmation email will be sent Automatically Authorised The process map below describes the route by which requests for learning events will move HR Connect People Manager User Guide V1 0 81 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect The learning event process Reporting Manager authorises END Employee receives Professional pre event reminder Development and link to joining We instructions on Self Senice Sohedy fed Employee Place on Wait List Line manager Waiting List email notification When a direct report makes a request to attend a future learning event through Employee Self Service you will receive an email notification to alert you to the request This will add their name to the waiting list Edinburgh Napier W HR Connect Access 2007 Beginner Learning event request for Mr Andrew Windsor One of your team Mr Andrew Windsor has requested a place on a future leaming event Aecess 2007 Beginner If it may not be appropriate for them to attend please discuss with them and decline the request it t stion t P suld be Aware t t for se r t t nay De i far ca Ilat for ary reason they are unable to attend after a place has been confimed then they must cancel their attendance
80. ty ED Human Resources Chauffeur S Private Secretary t S Queen EN Royal Family e First in Line to the Throne Mr Charles Windsor Second in Line to the Throne Mr Andrew Windsor Beside each of these positions is a chair and these a colour coded like this A blue chair e represents a Position that is occupied by an employee A green chair e represents a Vacant Position where the Staffing Authorisation process has been completed It will also be green if an occupant has recently left and clarification is required on whether the position is to be ended Where there has been a redundancy a position will be ended HR Connect People Manager User Guide V1 0 21 10 10 2011 Edinburgh Napier UNIVERSITY HR Connect VIEWING INFORMATION FOLDERS To view any People Manager information you must first select the reportee you want to view information on from the Object Panel using the process above once a reportee has been selected you can then click on a link from the homepage to view information about that reportee Once you click on a link the information will be displayed in the Display Panel of the screen LINKS The Links folder holds links to the most frequently used pages although there may be other information available in the specific folders The process detailed below can be used to select any of the key links PEOPLE Personal Details Using this method you can then select people by expanding
81. up calendar HR Connect People Manager User Guide V1 0 50 10 10 2011 Edinburgh verte UNIVERSITY HR Connect New Holiday details This allows you to enter holiday details on behalf of your employee Click employee Select New Holiday details New Holiday details ei UDFs amp Attachments Holiday absence details New Mrs Penelope 2 Eveready Holiday start Private Secretar 40000836 Date piso Type Full day EI Holid d Ve Part day Date Half Day PM EJ Half Day AM Type Full day v Absence Absence type Pers nal H CH Authorisation Not applicable Holiday balances Private Secretary Support Annual Leave Holiday period Entitlement Taken Scheduled Balance 01 09 2011 31 08 2012 326 25 hours 0 hours 326 25 hours 0 hours 01 09 2012 31 08 2013 290 hours 0 hours 0 hours 290 hours t Peer aroun calendar Enter the Start date Select Type from drop down full day part day AM PM Select Absence type Check available holiday balance or peer calendar if required Press save Peer group calendar CS In addition to the pages on the Links folder the Absence Folder also gives access to the following Absence screens HR Connect People Manager User Guide V1 0 51 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Holiday Entitlements Adjustments Line managers can adjust system calculated holidays to take account of the following circumstances 1 In the 2011 2012 holiday
82. versity EN Edinburgh Napier University D Principal amp Vice Chancellor Ch Human Resources Mr Edward Driver e Mrs Penelope Eveready Ch Royal Family H Mr Andrew Windsor 4 Mr Charles Windsor Semi Hierarchical View This view is very similar to the full hierarchical view and in many cases identical The only difference is that the semi hierarchical view does not display units that have no people who report to the manager in them User name Mrs Elizabeth Windsor Today Tue 13 09 2011 ee WEN WW Views V ss Edinburgh Napier University Ih Human Resources 4 Mr Edward Driver H Mrs Penelope Eveready 3 EN Royal Family s Mr Andrew Windsor 4 Mr Charles Windsor HR Connect People Manager User Guide V1 0 17 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect Position and Post Selection You are also able to modify these views using the tick boxes that are displayed at the top of each object panel For example Positions E Posts gl Positions Includes the positions for each displayed person When Reporting view has been selected only Positions may be selected Post Includes the post for each displayed person People Search This view can be used to search for an individual or a specific selection of employees it therefore may be a useful tool for quickly finding a reportee if you have many staff reporting to you Include leavers _ Surname Forename J
83. versity systems H gt Login Welcome to the Staff Intranet Edinburgh Ni UNI Ke University Groups News Staff Directory Online Resources Email My Workplace ey With our r Staff benefits schemes ee clothing health and wellbeing ore available online University News Staff News RSS Feed Why ex i Sighthill Flats Demolition on 25 September 13th Septe d Remember that Sighthill Bank is closed from Mon 12 September GAMAE Sie Autumn gr gt gt Read Full Article gt Details This will bring you to the Log In screen Enter your University User name and Password It is vital that you comply with the University s Information Security Policy and the Data Protection Fair Processing Statement for Staff f Download the Data Protection Fair Processing Statement for Staff Contact administrator HR Connect People Manager User Guide V1 0 9 10 10 2011 Edinburgh Napier OP UNIVERSITY HR Connect NAVIGATION Once you have logged on you will see the following standard desktop navigation options User name Mrs Elizabeth Windsor Effective date Today Tue 13 09 2011 13 09 2011 Navigation Trail Positions i asb Edinburgh Napier University Links Object panel People and Organisation Learning and Development Absence Display panel Management Out of office 0 To do list 2 Processes 1 Messages User settings Object
84. via HR Connect as far in advance of the event as possibte if you have any questions about the content of this or any other of our events please get in touch with the relevant training provicer Academic Development AcademicDevelopmentE vents Bnapier _ac uk Corporate Learning amp Development corpleamingdevelopment Pnapier ac ub information Services corplearninedevelopment Pnapler ac uk Health and Safety niEnapie H Thin enapier ac ub Regards The HR Connect Team HR Connect People Manager User Guide V1 0 82 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect Clicking on the View Details link within the email will bring up the log in screen Enter your University User name and Password This is your University network password Once this is entered it will bring you directly to the Task List j ar Contact administrator emm Bookmarks Fiter All active Links People and Organisation Learning and x Development Absence Mr Ben Black 40004739 EC EE Eech eS Paes Reports Task Management Out of office 0 To do list 1 Processes 1 Messages User settings Hide Home page Click on the Tick box next to the task HR Connect People Manager User Guide V1 0 83 Sort by Identifier E e EE EES ring e Ke E E e T pai bes t event details Mr Ben Black 40004739 Fg ae Ekel ele fA See ae EE R Meat cA Geet E en Er
85. ws regardless of the type People selects people related tasks Task processes enable you to select individual tasks below are the tasks that should be used Process name vez ABS Amended Holiday Booking vey ABS Holiday Authorisation Request LE Learning Event Authorisation Waiting List 4 LE Learning Event Verification Scheduled Task management will need to be considered if a reporting manager is long term sick or leaves their position If necessary the HR System team can redirect tasks A task will only be redirected to someone more senior than the absent reporting manager HR Connect People Manager User Guide V1 0 61 10 10 2011 Edinburgh verte UNIVERSITY HR Connect To select who to redirect to click the magnifying glass icon Input the User ID number of the person who will be authorising in your absence press enter or alternatively enter the surname amp select from results You will need to re enter your password When you have saved task redirections the details will be displayed on the Home page Message section when you click Home ornext log on Task Redirection details To view any task redirections set up in the system click on Task Redirection details Organisation Edinburgh Napier University ae ee Process type Process Redirec My task redirection details PEOPLE MGER SIMPLE 01 10 2011 05 10 2011 Redirect all RZ L 11 10 2011 15 10 2011 Redirect all PD76 Start date
86. y 05 October 2011 Run Time 14 36 52 Run bey BOB BLUE Report name AbsenceFrequency version 1 22 HR Connect People Manager User Guide V1 0 1 1 00 7 00 Totals 1 1 00 7 00 Overall Totals 1 1 00 7 00 End of Report End of Report 68 10 10 2011 Edinburgh Napie OP UNIVERSITY HR Connect OUT OF OFFICE From Home Page Click Out of Office in the Display Panel This section will list all of the people from your reportees who have been identified to HR Connect as being out of office The screen always defaults to Today Bookmarks 2 Period from 15 09 2011 toz is 09 2011_ RE Links People and Organisation Thur 15 September 2011 Learning and Absence Reports Task Management Out of office 1 To do list 9 Processes 0 Messages User settings People are identified as being out of office by having an Absence e g holiday sickness or maternity leave recorded in HR Connect or by being scheduled on an internal Learning event Absences are displayed in day of the week order and are colour coded to indicate the type of absence The colours used are those shown on the Absence calendar Each absence lists the name of the person their position and the type of absence You can modify the display using the controls at the top of the page The drop down list enables you to select Today Tomorrow This week and Next week Alternatively you can select to display a speci

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