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HR Created on 8/12/2014 5:21:00 PM
Training Guide
HR
Page ii
Table of Contents HR.................................................................................................................................. 1
Manager Self Service ........................................................................................................... 1 Employee Leave Sickness and Other Absence Types ...................................................................... 1
Enter Employee Sickness ............................................................................................................................ 1 Enter Employee Sickness (Complex example) .......................................................................................... 10 Complete Return To Work Questionnaire ................................................................................................. 21 Complete Fit Note Checklist ..................................................................................................................... 28 View and Amend Employee Annual Leave Entitlement ........................................................................... 35 View Leave Request Details and Request Additional Information ............................................................ 40 Update Absence Record ............................................................................................................................ 43 Approving and Rejecting Leave Requests (Manager) ............................................................................... 48 Create Employee Absence - Special Leave ............................................................................................... 54 Sickness Monitoring: Recording a Review ................................................................................................ 63
Training Guide HR
Page 1
HR
Manager Self Service
Employee Leave Sickness and Other Absence Types
Enter Employee Sickness
Procedure
In this topic you will learn how to:
• Enter a Sickness record for a member of your team
Step Action
1. In this process, we will enter Sickness details for an Employee we supervise.
Jason Thomas has called to say he will be absent today, 29-MAY-2013, because
he has a chest infection.
Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
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Step Action
3. Click the + icon to expand the Absence & Leave for my Team folder.
4. Click the My Team Absence Management form.
5. The People in Hierarchy page is displayed and we can view all the team
members who report into Zara Bastianpillai.
We now need to view the absence Summary for Jason Thomas.
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Step Action
6. Click the Action icon to view the absence Summary for Jason Thomas.
Step Action
7. Click the Create Absence button to enter absence details for Jason.
8. The Enter Absence Details page is now displayed.
One Oracle will by default show Confirmed in the Absence Status field.
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Step Action
9. As Jason is absent due to sickness, we must indicate this in the Absence Type
field.
Click the Drop-down button.
10. Select Sickness.
11. The Absence Category is automatically updated.
Next, we must select the Absence Reason.
12. Click the Drop-down button.
13. Select Chest & Respiratory.
14. We want to indicate that Jason's absence began today, 29-MAY-2013.
Click the Calendar icon to open the Calendar.
15. Select 29-MAY-2013.
16. Even though Jason called to say he will only be absent today, we should still
leave the End Date blank.
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Step Action
17. Click the Next button.
18. Jason's Absence Details are now summarised in the Review page.
Here we can double check the information we enterred prior to clicking on
Submit.
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Step Action
19. Click the Submit button to confirm the details are correct.
20. This Confirmation page shows that the Sickness for Jason Thomas has been
successfully recorded.
Step Action
21. Click on Home.
22. It's now the following day and Jason has returned to work.
We will need to go into his absence record and enter an End Date.
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Step Action
23. Click the My Team Absence Management form.
Step Action
24. Click the Action icon to view the absence Summary for Jason Thomas.
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Step Action
25. Click the Update button.
Step Action
26. Click in the End Date field.
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Step Action
27. Click on 29.
28. Click the Calculate Duration button.
29. The calculation of Absence Duration by One Oracle is based on calendar days,
rather than actual working days, and will include weekends and bank holidays.
If the absence went over a weekend or non working day/s the total days would
need to be altered accordingly.
30. Click the Next button.
31. Jason's Absence Details are now summarised in the Review page.
Here we can see the changes we made flagged by the blue circles.
Next we need to Submit this information.
Step Action
32. Click the Submit button.
33. This Confirmation page shows that the Sickness for Jason Thomas has been
successfully recorded.
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Step Action
34. Click the Home link.
35. You have successfully completed the following:
• Entering a Sickness record for Jason Thomas
End of Procedure.
Enter Employee Sickness (Complex example)
Procedure
In this topic we will be running through:
• A more complex example of Entering a Sickness Record for an Employee.
Step Action
1. Steven Pashley, a member of our team, called in sick on Monday 25th
November and we don't know when he is expected back.
To begin with we are going to be recording this as an open ended absence in
One Oracle.
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Step Action
2. Click the Havering HR Manager Self Service responsibility.
3. Click the Absence & Leave for my Team folder.
4. Click the My Team Absence Management form.
5. The People in Hierarchy page is displayed and we can view all our team
members.
We now need to view the Absence Summary for Steven Pashley.
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Step Action
6. Click the Action button.
Step Action
7. Click the Create Absence button to enter this new absence for Steven.
8. The Enter Absence Details page is now displayed.
One Oracle will by default show Confirmed in the Absence Status field.
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Step Action
9. Click the drop down arrow against Absence Type.
10. Select Sickness from the list.
11. The Absence Category is automatically updated.
Next, we must select the Absence Reason.
When we took the phone call from Steven we needed to have established the
reason for the absence. Steven advised that he was experiencing sinus pain so
the absence can be recorded as Ear, Nose & Throat.
12. Click the drop down arrow against Absence Reason.
13. Select Ear, Nose & Throat from the list.
14. Click on the Calendar icon.
15. Click the Month list.
16. Click on November.
17. Click on 25.
18. At this point in time we have no further details to enter so we need to Submit the
information.
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Step Action
19. Click the Next button.
20. The Create Absence: Review screen allows us to double check the information
we have entered prior to submitting.
As we are happy with the details we can click on Submit.
Step Action
21. Click the Submit button.
22. This Confirmation page shows that the Sickness for Steven Pashley has been
successfully recorded.
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Step Action
23. Click the Home button.
24. Its just over a week later and we have received a call from Steven advising that
he is much better and that he will be back in the office tomorrow, Wednesday
4th January.
He has been to his Doctor and obtained a Fit Note to cover this absence.
We now need to go in and update his Absence Record to reflect this.
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Step Action
25. Click the My Team Absence Management link.
Step Action
26. Click the Action button.
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Step Action
27. Click the Update button.
Step Action
28. Click on the Calendar icon.
29. Click on 3.
30. The calculation of Absence Duration by One Oracle is based on calendar days,
rather than actual working days, and will include weekends and bank holidays.
Therefore, as this Absence is Longer than a Working Week, the Total Days
field will need to be Manually Updated to ensure that only Steven's
Working Days are included in the Absence Duration.
31. Click the Calculate Duration button.
32. Here we can see the Calendar Days calculation of 9 days.
We need to overwrite this with the Working Days calculation which is 7 days.
33. Click in the Total Days field.
34. Type 7
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Step Action
35. As Steven has provided a fit note for his absence, in line with the Council's
policy, we would need to record this within One Oracle under the My Team Fit
Note Checklist form.
This is covered under a different module, so for this example we will just be
making a note against the absence that one has been provided.
Step Action
36. Click in the Comments box.
37. Type Fit note has been provided
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Step Action
38. Click the Next button.
39. One Oracle will flag up a Warning advising that the Total Days is different
from the Actual Time.
In this instance we can continue.
40. Click the Next button.
41. Steven's Absence Details are now summarised in the Update Absence: Review
page.
Here we can see the changes we made flagged by the blue circles.
Next we need to Submit this information.
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Step Action
42. Click the Submit button.
43. This Confirmation page shows that the Sickness for Steven Pashley has been
successfully recorded.
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Step Action
44. Click the Home link.
45. You have successfully completed the following:
• A more complex example of Entering a Sickness Record for an Employee
Please refer to the "Completing a Fit Note Checklist" to follow how to record a
Fit Note.
End of Procedure.
Complete Return To Work Questionnaire
Procedure
In this topic you will learn how to:
• Complete a Return to Work Questionnaire for an employee
Step Action
1. In this process, we will complete a Return to Work Questionnaire for Jason
Thomas.
He is a member of your team who was absent due to a chest infection on 29-
MAY-2013 and returned to work on 30-MAY-2013.
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Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
Step Action
3. Click the + icon to expand the Absence & Leave for my Team folder.
4. Click on the My Team Return to Work Questionnaire form.
5. The People in Hierarchy page, which lists all team members, is displayed.
We now need to view the Return to Work Questionnaire for Jason Thomas.
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Step Action
6. Click the Action icon.
Step Action
7. Click the Add button to create a new Return to Work Questionnaire.
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Step Action
8. The Return to Work Questionnaire form is now displayed.
The compulsory fields are indicated with an asterisk (*).
Step Action
9. Click the Magnifying Glass icon to search for the Sickness Reference relating
to Jason's relevant period of absence.
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Step Action
10. Leave the Search field blank and click the Go button to view all Absences for
Jason Thomas.
Step Action
11. Click the Quick Select icon associated with the relevant period of Absence, in
this case Sickness (29-MAY-2013 to 29-MAY-2013).
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Step Action
12. Managers need to conduct a Return to Work Interview when a team member
has returned from an Absence.
Jason Thomas had his interview on the first day he returned to work.
13. Click the Calendar icon.
14. From the Calendar, select 30-MAY-2013.
15. When completing the Return to Work Questionnaire, it is important to review
the Absence Record of the employee.
Click the Drop-down button to indicate that this information has been reviewed.
16. Select Yes.
17. Jason Thomas was absent due to a chest infection. We now need to indicate that
this absence was not related to a pre-existing medical condition.
Click the Drop-down button.
18. Select No.
19. Please refer to the Council's Managing Sickness Absence policy and procedure
to determine the Frequent Absence Trigger Levels for employees.
20. As this was the first time Jason Thomas has been absent, click on the Drop-
down button to indicate that no such Trigger Levels have been hit.
21. Select No.
22. The Start and End Date fields relate to the period for which the Return to
Work Questionnaire is relevant.
The Start Date field will be automatically populated with the current day's date.
In this instance, 30-MAY-2013.
23. Click the Calendar icon.
24. From the Calendar, select 30-MAY-2013.
25. Click the Apply button to Save the entered information.
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Step Action
26. Confirm that the newly created Questionnaire is selected and click the Next
button to continue.
27. The Return to Work Questionnaire Review form allows you to check the
information you have entered before clicking on Submit.
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Step Action
28. After reviewing the details click the Submit button.
29. The Confirmation page is displayed and shows that the information entered has
been saved.
The Return to Work Questionnaire has now been successfully submitted.
Step Action
30. Click the Home link.
31. You have successfully completed the following:
• Complete a Return to Work Questionnaire for an employee
End of Procedure.
Complete Fit Note Checklist
Procedure
In this topic you will learn how to:
• Navigate to the Fit Note Checklist
• Record a Fit Note against an Employee
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Step Action
1. William Boycott has been off sick from work for more than 7 days.
As a result his Doctor has provided a fit note which William has sent to his
manager.
In this process, we will create a Fit Note Checklist for William to ensure that
the Doctors advice has been recorded.
Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
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Step Action
3. Click the + icon to expand the Absence & Leave for my Team folder.
4. Click the My Team Fit Note Checklist form.
5. The People in Hierarchy page, which lists all team members, is now displayed.
We now need to view the Fit Note Checklist for William Boycott.
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Step Action
6. Click the Action icon.
Step Action
7. Click the Add button to create a new Fit Note Checklist.
8. The Fit Note Checklist page is now displayed.
The compulsory fields are indicated with an asterisk (*).
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Step Action
9. Click the Magnifying Glass icon to search for the Sickness Reference relating
to William's relevant period of absence.
10. Leave the Search field blank and click the Go button to view all Sickness
Absence records for William Boycott
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Step Action
11. Click the Quick Select icon associated with the relevant period of Absence, in
this case Sickness (11-NOV-2013 to ).
Click the object.
Step Action
12. Click in the Reason for Fit Note field.
13. Enter "Mr Boycott still unfit to work".
14. Click in the Doctors Recommendations 1 field.
15. Click the Magnifying Glass icon to search the options against Doctor
Recommendations.
16. Click the Go button.
17. Click the Quick Select button next to Not fit to return.
18. Click in the Review Date field.
19. Click on the Calendar button.
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Step Action
20. Click on the Drop Down Month list.
21. Click on December.
22. Click on 9.
23. Click on the drop down arrow against I, the Manager, agree to the doctors
recommendations.
24. Click on Yes.
25. Click on the drop down arrow against Is the employee still off sick?.
26. Click the Apply button.
Step Action
27. Click the Next button.
28. The Fit Note Checklist: Review screen allows you to double check the
information you have enterred, prior to submitting it.
Once you are happy that no changes need to be made, you can Submit the
details.
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Step Action
29. Click the Submit button.
30. Here you can see confirmation that the information has been saved.
31. Click the Home button.
32. You have successfully completed the following:
• Navigating to the Fit Note Checklist
• Recording a Fit Note against a Employee
End of Procedure.
View and Amend Employee Annual Leave Entitlement
Procedure
In this process you will learn how to:
• View an Employee's Annual Leave Entitlement
• Amend an Employee's Annual Leave Entitlement
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Step Action
1. A Manager may be required to amend their Employee's Annual Leave
Entitlement if there is a change in the Employee's working
arrangements/contract or they simply have un-used hours, at the end of a leave
year, which have been approved as carry over.
In this process we will, as Zara Bastianpillai, view Duncan's current
entitlement and then amend it for the current financial year, 2013/14.
For assistance calculating leave into hours as well as converting the
hours/minutes into the right format for One Oracle, please refer to the
Annual Leave Calculator which is avaliable on the Intranet.
Duncan is entitled to take an additional 170 hours for the current year and has 0
hours to Carry Forward.
Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
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Step Action
3. Click the + icon to expand the Absence & Leave for My Team folder.
4. Click the My Team Annual Leave Entitlements form.
5. The Employees in Zara's team are displayed.
In order to view Duncan Cornwell's Leave Entitlement we need to click on the
Action icon.
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Step Action
6. Click the Action button.
7. The Annual Leave Entitlement Balance Review screen is displayed.
We can see that Duncan's Leave Entitlement is showing as 0 for all balances.
We will adjust Duncan's Leave Entitlement for the Current Year, 01-APR-
2013 - 31-MAR-2014.
Step Action
8. Click the Update Entitlement icon.
9. We need to adjust Duncan's Entitlement by adding 170 hours.
10. Click in the Entitlement Adjustment field.
11. Type 170.
12. We need to confirm that Duncan will Carry Forward 0 hours.
13. Click in the Carried Forward field.
14. Type 0.
15. Before submitting these adjustments, we must Confirm that Duncan is Entitled
to the new Amount of Leave.
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Step Action
16. Click in the Check box.
17. We have completed the changes to Duncan's Annual Leave Entitlement for the
Current Year.
Finally, we must Submit our amendments.
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Step Action
18. Click the Submit button.
19. One Oracle confirms that the changes to Duncan's Annual Leave Entitlement
have been made as his Entitlement has been updated for the Current Year.
20. Click on Home.
21. You have successfully completed the following:
• View an Employee's Annual Leave Entitlement
• Amend an Employee's Annual Leave Entitlement
End of Procedure.
View Leave Request Details and Request Additional Information
Procedure
In this topic you will learn how to:
• View an Employee's Leave Request
• Action a Leave Request Notification
• Request Additional Information from an Employee for their Leave Request
Step Action
1. Line Managers will receive Worklist Notifications in One Oracle for
information and approval purposes. Approval Notifications must be actioned by
the Line Manager before the associated pending transaction can be completed.
Managers will typically receive Notifications in their Worklist to Approve
their Employee's Annual Leave Absences.
In this process, we are logged in to One Oracle as Zara Bastianpillai. We will
view a Leave Request from Duncan Cornwell and Request Additional
Information from him.
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Step Action
2. Click the Leave of Absence for Cornwell, Duncan link.
3. Duncan's Leave Request is displayed.
We can see that he has requested Time Off In Lieu for working extra hours at an
event.
We want to Request Additional Information from Duncan in order to
Approve his Leave Request.
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Step Action
4. Click the Request Information button.
5. The Request Information form is displayed.
We want Duncan to provide confirmation of the dates of the event and the hours
he worked as overtime.
Step Action
6. Enter the desired information into the Information Requested field.
Enter Please provide confirmation of the dates of the event along with the
hours that you worked
7. Click the Submit button.
8. On Submitting the Request for Additional Information to Duncan, One
Oracle automatically updates the Worklist Notifications area.
The Leave Request for Duncan has been Actioned and is no longer displayed in
the Worklist.
Duncan will have received the Request for Additional Information in his own
Worklist.
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Step Action
9. You have successfully completed the following:
• View an Employee's Leave Request
• Action a Leave Request Notification
• Request Additional Information from an Employee for their Leave
Request
End of Procedure.
Update Absence Record
Procedure
In this topic you will learn how to:
• Update an Employee's Open-Ended Absence Record
Step Action
1. When an Employee returns to work from Absence, their Manager is required to
Update the Employee's Absence Record.
In this process we will, as Zara Bastianpillaie, Update Duncan Cornwell's
Open-Ended Sickness Absence from 17-JUL-2013.
We will confirm that Duncan's last date of sickness was the 19-JUL-2013, he
was back in the office on the 22-JUL-2013, and enter Comments to support this
in his Absence Record.
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Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
Step Action
3. Click the + icon to expand the Absence & Leave for my Team folder.
4. Click the My Team Absence Management form.
5. The Employees in Zara's team are displayed.
We need to Update Duncan's Absence Record.
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Step Action
6. Click the Action button.
7. One Oracle will only allow Managers to Update an Employee's Open-Ended
Absence or future planned Absences.
We can see that the Update icon is only available for Duncan's Open-Ended
Sickness Absence from 17-JUL-2013.
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Step Action
8. Click the Update icon.
9. The details for Duncan's Sickness from 17-JUL-2013 are displayed.
We want to confirm that Duncan's last date of absence was the 19-JUL-2013.
Step Action
10. Click the Calendar icon to select the End Date.
11. Select 19-JUL-2013.
12. The calculation of Absence Duration by One Oracle is based on calendar days,
rather than actual working days, and will include weekends and bank holidays
when calculating sickness absence for payroll purposes.
Therefore, if an Absence is Longer than a Working Week, the Total Days field
should be Manually Updated to ensure that only working days are included in
the Absence Duration.
Managers of staff who work part time may need to override this automatic
calculation to reflect the actual number of working days lost by the employee.
13. Click the Calculate Duration button.
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Step Action
14. One Oracle has Calculated a Duration of 2 days Absence for Duncan.
We now need to update the Comments to support Duncan's Absence.
15. Click in the Comments field.
16. Type Rest resolved pain and returned to work.
17. We have completed all relevant fields to Update Duncan's Absence.
18. Click the Next button.
19. One Oracle prompts us to Review our Updates to Duncan's Absence Record.
As these details are correct, we want to Submit them.
Step Action
20. Click the Submit button.
21. Here we can see confirmation that the changes we made have been Saved and
Approved
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Step Action
22. Click the Home link.
23. You have successfully completed the following:
• Update an Employee's Absence Record
End of Procedure.
Approving and Rejecting Leave Requests (Manager)
Procedure
In this topic you will learn how to:
• View an Employee's Leave Request and check their remaining Entitlement
• Approve an Employee's Leave Request
• Reject an Employee's Leave Request
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Step Action
1. Line Managers will receive Worklist Notifications in One Oracle for
information and approval purposes. Approval Notifications must be actioned by
the Line Manager before the associated pending action can be completed.
Managers will typically receive Notifications in their Worklist to Approve
their Employee's Annual Leave Requests.
In this process, we will Approve and also Reject a request for leave from one of
our employee's.
Step Action
2. Click the Leave of Absence for Lloyd, John link.
3. John's Leave Request is displayed and we can see that he has requested Annual
Leave for his brother's wedding.
We want to View John's Entitlement Balances first to ensure he has enough
hours to be able to request the leave.
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Step Action
4. Click the View Entitlement Balances link.
5. The Entitlement Balances pop up window is displayed.
We can use this to check the employee's balance as of the day before the request.
6. Click on the Calendar icon.
7. Click on the drop down arrow for the Month list.
8. Click on July.
9. Click on 19.
10. Click the Go button.
11. After clicking on Go the window will display the remaining balance.
Here we can see that John has more than enough hours to enable us to Approve
the request.
Bear in mind however that Managers should also take into account office
cover/service delivery when considering leave requests.
For this process we can go ahead and Approve John's request.
12. Click the Close button.
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Step Action
13. Click the OK button.
Step Action
14. Click the Approve button.
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Step Action
15. On Approving John's Annual Leave Request, One Oracle automatically
updates the Worklist Notifications area.
The Leave Request for John has been Actioned and is no longer displayed in
our Worklist.
We will now go onto Rejecting a request.
16. Duncan Cornwell has put through a request for leave which we are unable to
authorise.
As his Line Manager we have already had a face to face conversation to
discuss this and are now coming into One Oracle to Reject the Leave Request.
Step Action
17. Click the Leave of Absence for Cornwell, Duncan link.
18. We will need to scroll down to add some Comments against this request to
evidence why it was Rejected.
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Step Action
19. Click the scrollbar.
Step Action
20. Enter the desired information into the Note field. Enter Unable to authorise
request for leave due to a critical meeting for go live being held this day
which you are required to attend
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Step Action
21. Click the Reject button.
22. The Notification has now gone from our Worklist.
23. You have successfully completed the following:
• Viewing an Employee's Leave Request and checking their remaining
Entitlement
• Approving an Employee's Leave Request
• Rejecting an Employee's Leave Request
End of Procedure.
Create Employee Absence - Special Leave
Procedure
In this topic you will learn how to:
• Enter a Special Leave Absence for a member of your team
Step Action
1. In this process, we will enter Absence details for an Employee we manage.
The Father of Jason Thomas passed away, and he has requested
Compassionate Leave. He will be taking 5 days compassionate leave, the
additional day as a result of travelling.
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Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
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Step Action
3. Click the + icon to expand the Absence & Leave for my Team folder.
4. Click the My Team Absence Management form.
5. The People in Hierarchy page is displayed and we can view all team members
who report into Zara Bastianpillai.
We now need to view the absence Summary for Jason Thomas.
Step Action
6. Click the Action icon to view the absence Summary for Jason Thomas.
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Step Action
7. Click the Create Absence button to enter absence details for Jason.
8. The Enter Absence Details page is now displayed.
One Oracle will by default show Confirmed in the Absence Status field.
If we wanted to enter an Absence for a future date, we would change this to
Planned.
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Step Action
9. As Jason is taking Compassionate Leave, we must indicate this in the Absence
Type field by selecting Special Leave - Paid.
Click the Drop-down button.
10. Select Special Leave Paid
11. The Absence Category is automatically updated.
Next, we must select the Absence Reason.
12. Click the Drop-down button against Absence Reason.
13. Select Compassionate.
14. We will add the Start and End Date for Jason's Compassionate Leave as the
length of the Absence has been agreed.
15. Click the Calendar icon.
Step Action
16. Select the 14-OCT-2013.
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Step Action
17. Click the Calendar icon.
Step Action
18. Select 18-OCT-2013.
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Step Action
19. By clicking Calculate Duration the number of hours is automatically calculated
by One Oracle.
The default set up in One Oracle for one days leave is 8 hours. Please be
mindful of this as you will need to overwrite it to 7.2 for a full time employee
requesting one days leave.
In this example as the employee is having a week’s compassionate leave the total
hours will need to read 36. Please also bear in mind that for part time workers
the hours will also need to be adjusted accordingly.
For assistance calculating leave into hours as well as converting the
hours/minutes into the right format for One Oracle, please refer to the
Annual Leave Calculator which is avaliable on the Intranet.
Step Action
20. Click the Calculate Duration button.
21. As you can see One Oracle defaults to 40 hours for the week for a full time
employee.
We need to overwrite this to read 36 hours.
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Step Action
22. Delete the current hours and enter "36".
23. We will now enter a Comment to support the Absence.
Step Action
24. Click in the Comments field.
25. Type Family Death warranted this leave.
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Step Action
26. Click on the Next button.
27. We are shown a Summary page of the Absence Details for Review.
Step Action
28. Click on the Submit button.
29. Here we can see Confirmation that the details have been recorded.
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Step Action
30. Click the Home link.
31. You have successfully completed the following:
• Entering a Special Leave Absence for a member of your team
End of Procedure.
Sickness Monitoring: Recording a Review
Procedure
In this topic you will learn how to:
• Enter details of a First Formal Review meeting
Step Action
1. In this process, we will be recording details of a first formal review meeting
held with a member of our team who has been off long term sick.
Duncan Cornwell has been off sick for over 28 days with no expected return
date. A first formal review meeting was held on 10-FEB-2014, as Duncan's
manager we are going to record that the meeting took place along with the
outcome that was reached.
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Step Action
2. Click the + icon to expand the Havering HR Manager Self Service
responsibility.
Step Action
3. Click the Absence & Leave for my Team folder.
4. Click the My Team Sickness Monitoring form.
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Step Action
5. The People in Hierarchy page, which lists all team members, is now displayed.
We now need to view the Sickness Monitoring summary for Duncan Cornwell.
Step Action
6. Click the Action button.
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Step Action
7. Click the Add button.
Step Action
8. Click on the Magnifying Glass icon.
9. Click the Go button.
10. Click the Quick Select button against the relevant Sickness Reference.
11. Click on the Magnifying Glass icon.
12. Click the Go button.
13. Click the Quick Select button against Long Term.
14. Click the Magnifying Glass icon.
15. Click the Go button.
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Step Action
16. Click the Quick Select button against First.
17. Click on the Calendar icon.
18. Click on the drop down arrow for the Month.
19. Click on February.
Step Action
20. Click on the drop down arrow for the Year.
21. Click on 2014.
22. Click on 10.
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Step Action
23. Click the drop down arrow against Did Employee attend formal review.
24. Click on Yes.
25. Click on the Magnifying Glass.
26. Click the Go button.
27. Click the Quick Select button against Further review period set.
28. Click on the Calendar icon.
29. Click on the drop down arrow for the Month.
30. Click on March.
31. Click on 18.
32. Click the Apply button.
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Step Action
33. Click the Next button.
34. The My Team Sickness Monitoring: Review form allows you to check the
information you have entered before clicking on Submit.
Step Action
35. Click the Submit button.
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Step Action
36. Here we can see Confirmation that the details we entered have been saved.
37. Click the Home button.
38. You have successfully completed the following:
• Entering details of a First Formal Review meeting
End of Procedure.