ess user manual part1
TRANSCRIPT
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Employee Self Service (ESS)
User Manual
Contents
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INTRODUCTION................................................................................................................................4
Purpose of the document................................................................................................ 4
How to Use the User Manual........................................................................................ 4
Glossar.......................................................................................................................... 4
Human Cap!tal Mana"ement #HCM$ O%er%!ew.................................................................................&
O%er%!ew of 'mploee (elf (er%!ces...............................................................................)
Road Map........................................................................................................................ *
'mploee (elf (er%!ces + (cenar!os.................................................................................................,
-o""!n" on to (P 'P (stem........................................................................................................ /0
Understand!n" elements of (P 'P #Portal Des1top$..................................................../2
Na%!"at!n" Menus......................................................................................................... /2
-o""!n" out of (P 'P (stem....................................................................................../&
(cenar!o3 'mploee (earch.........................................................................................................../)
Introduct!on.................................................................................................................../)
(cenar!o D!a"ram......................................................................................................... /*
ho5s ho.................................................................................................................... /*
Chan"e own data.......................................................................................................... 66
(cenar!o3 Personal Informat!on......................................................................................................62
Introduct!on...................................................................................................................62
(cenar!o D!a"ram......................................................................................................... 6&
ddress......................................................................................................................... 6)
7an1 Informat!on...........................................................................................................6,
8am!l Mem9er :Dependents........................................................................................00
Personal Data................................................................................................................ 02
Immo%a9le Propert Returns.........................................................................................0*
(cenar!o3 or1!n" T!me.................................................................................................................46
Introduct!on............................................................................................................... 46
-ea%e Re;uest...............................................................................................................44
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ppl!n" for D!?erent tpes of cla!ms.................................................................&/
-TC..................................................................................................................../@2
Cla!m:d%ance -TC Re;uest............................................................................../@)
-TC re;uest appro%al 9 controll!n" oAcer...........................................................//2
-TC ppro%al 9 cla!m appro%er........................................................................../66
Cla!m a"a!nst appl!cat!on.................................................................................../6,
8ORM /&............................................................................................................ /4,
8orm /& %!ew..................................................................................................... /20
'(( Med!cal Process# 7ene>ts: Paments$........................................................./24
Med!calB Outdoor Cla!m....................................................................................../24
Med!cal 'ecut!%e Health Chec1B up................................................................../&2
INTRODUCTION
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Purpose of te !ocument
The purpose of the tra!n!n" "u!de !s to pro%!de documentat!on on how to use the S"P
Employee Self Service sstem that has 9een setup accord!n" to the 7us!ness 7luepr!nt
#!.e. Des!"n$ of the Human Cap!tal Mana"ement solut!on for 7(N-.
Th!s Gu!de !ncludes3
• n o%er%!ew of S"P Enterprise Portal.
• Deta!led (teps on how to use the S"P ESS Services#
The "u!de focuses on how to use the Employee Self Service#
$o% to Use te User Manual
Th!s !s a custom!!n"B9ased user manual where !t focuses on !ts content accord!n" to
9us!ness act!%!t or"an!ed 9 module !n (P HCM. Users can epect to learn how to
perform rele%ant ser%!ces that are rele%ant to the!r Eo9 for the module.
Th!s manual deta!ls the process Fow. 8or each tas1 stepB9Bstep procedures on how to
perform !t are l!sted.
&lossary
Co!e
Description
'(( 'mploee (elf (er%!ces
M(( Mana"er (elf (er%!ces
Pre'reuisite
s some of the (P modules are !nterBdependent and 9as!c 1nowled"e ma ha%e to 9e
assumed when read!n" th!s document the follow!n" ta9le h!"hl!"hts the related
document to pro%!de add!t!onal !nformat!on related to th!s Tra!n!n" Gu!de.
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"ccessin S"P Th!s sect!on pro%!des an o%er%!ew of (P 'P sstem focuses on (P 'P (stemNa%!"at!on and User Interface #UI$ for users who w!ll 9e us!n" the (P 'P sstem.
$uman Capital Manaement ($CM) Overvie%
HR has lon" 9een assoc!ated w!th eAc!enc dr!%!n" cost reduct!ons throu"h moreeAc!ent HR processes and related automat!on. 7ut now HR must also 9e e?ect!%e
help!n" the or"an!at!on to full le%era"e !ts human cap!tal 9 support!n" emploees
mana"ers and eecut!%es w!th strate"!es that !nclude emploee empowerment
"row!n" de%elop!n" and reta!n!n" the wor1force:people wh!ch !s the most !mportant
asset and help!n" to plan and measure o%erall wor1force strate"!es.
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(P HCM streaml!nes and !nte"rates all essent!al wor1force processes as captured !n the
9elow d!a"ram. It standard!es and consol!dates all wor1forceBrelated processes and data
onto a s!n"le platform wh!le ensur!n" adherence to local re"ulat!ons and laws.
Overvie% of Employee Self Services
'mploee (elf (er%!ce #'(($ empowers emploees to %!ew create and ma!nta!n data
ant!me anwhere %!a we9B9ased technolo" and !nteract!%e %o!ce response
funct!onal!t. '(( !s an e?ect!%e means for pro%!d!n" realBt!me access and data
ma!ntenance capa9!l!t!es to the source or owner of the data and to o?Bload man of
the data entr and related customer ser%!ce act!%!t!es that ma 9e tp!call performed
!n a compans human resources paroll 9ene>ts and purchas!n" departments.
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Transact
Orani*ation ManaementPersonnel "!ministrationPayroll+ene,ts "!ministrationTime ManaementTravel Reuest - E.pense Mt
Develop/Perform
Personnel Development 0Competencies
1earnin SolutionsPerformance Manaement
Reports
2or3force Planninan! +u!etin
Serve
Manaer SelfService
Employee SelfService
Talent Manaement
2or3force
Reportin
$CM Service
Delivery
Core $R
Employee
Orani*ati
onal
Competen
cy
Recruit
RecruitinS3ills Catalo
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These departments are freed up from man of the rout!ne daBtoBda process!n"funct!ons the ma 9e spend!n" a "reat deal of t!me on. Instead resources can 9e
ass!"ned to act!%!t!es that are more cr!t!cal to our compans success. O%erall ser%!ce
le%els and eAc!enc !ncrease and costs per transact!on can 9e drast!call reduced. The
return on !n%estment !s s!"n!>cant
The 'mploee (elfB(er%!ce ena9les emploees to create d!spla and chan"e the!r own
HRBrelated data !n the 'nterpr!se Portal. 8ollow!n" are the l!st of ser%!ces that arepro%!ded for 7(N- emploees3
• 'mploee (earch
• or1!n" T!mes
• 7ene>ts JPament
• Personal Informat!on
Roa! Map
Road map !s ta""ed to (er%!ces to ma1e the !t more users fr!endl. It helps !n na%!"at!n"
the ser%!ce #ppl!cat!on$. It tells the user how man steps are !n%ol%ed !n complet!n" the
act!%!t.
'ample3 Chan"e Own Data under 'mploee (earch
In th!s ser%!ce there are totall 0 steps are !n%ol%ed. !.e.
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♦ O%er%!ew
♦ 'd!t
♦
Re%!ew and (a%e♦ Completed
It also h!"hl!"hts the step num9er currentl the user !s !n.
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Employee Self Services 0 Scenarios
The usa"e of (P 'mploee (elf (er%!ce !s to pro%!de a s!n"le !nte"rated platform and
realBt!me access for emploees to update and access to the!r !nformat!on at the!r own
t!me.
The follow!n" 1e scenar!os w!ll 9e co%ered3
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Employ
ee
(elf (er%!ce
EmployeeSearc
2or3in
Times
2or3in
Times
Personal
Information
Personal
Information
Travel
an!
E.penses
(B'((@&@@
Travel
an!
E.penses
(B'((@&@@
Career
an! 4o5s
(B'((@2@@
Career
an! 4o5s
(B'((@2@@
+ene,ts
- Payment
2o6s2oCaneO%nData
1eaveReuest7uotaOvervie% 4oininReports
SalaryStatementEmployeeveri,cationReim5ursementMo!ule'Claims/a!vances1oanReuest8orm9:In!ian
Sec;<De!ucti
"!!ress+an3Information8amilyMem5ers/Depen!entsPersonalData
S3ills"ppraisal!ocuments
Overvie%s
Personal
Information
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S1#NO# S$ORT DESCRIPTION 8U11 E=P1"N"TION RO1E
/ 'mploee (earch Trierin Event>
♦ Informat!on a9out
collea"ues can 9e seen 9 Eust enter!n" 8!rst or-ast Name or 9oth !n thesearch area.
♦ 'mploees can create
d!spla and chan"e the!r
Departmental !nformat!on#7u!ld!n" andRoom Num9er$Commun!cat!on!nformat!on #'tens!onnum9er and 'ma!l ID$.
'mploee
6 or1!n" T!me Trierin Event>
♦ 'mploee to ra!se a new
lea%e re;uest.
♦ 'mploee to ma1e chan"es
to an e!st!n" lea%ere;uest.
♦ 'mploee to cancel anappro%ed lea%e.
♦ 'mploee to %!ew h!s:her
current lea%e 9alance forlea%e plann!n" purposes.
♦ 'mploee who w!sh to
update h!s:her lea%e
not!>cat!on l!st.♦ 'mploee can also choose
to %!ew or "enerate T!mestatement reFect!n" allt!meBrelated !nformat!onl!1e wor1 schedule lea%e9alance etc.
'mploee
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anSec;<CDe!uctions
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S1#NO# S$ORT DESCRIPTION 8U11 E=P1"N"TION RO1E
'mploee to lo"!n to '(( andperform the a9o%e lea%e
related transact!ons.
0 7ene>ts and Pament Trierin Event>
♦ 'mploee to %!ew:pr!nt h!s
current:past monthl salarstatement.
♦ 'mploee to %!ew:pr!nt h!s
earl ta statement
♦ 'mploee can create an
emploment and salar%er!>cat!on wh!ch ou canfa to th!rd part!es #such asa 9an1 or loan a"enc$.
♦ 'mploee to appl for
-oans or ma1e (pec!alRepaments
♦ 8orm /& can 9e re%!ewed
for deta!ls on Income and
Ta.
♦ 'mploee to cla!m ad%ance
re;uest.
'mploee
4 Personal Informat!on Trierin Event>
♦ K!ew!n" of Personal
!nformat!on %!a '(( l!1eemploee mar!tal statusonl!ne or of
dependents#e.". spousech!ld$ record for HealthPlan:-ea%e ent!tlement.
♦ K!ew ddresses.
♦ Update 7an1 Informat!on.
'mploee to lo"!n to '(( and
'mploee
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S1#NO# S$ORT DESCRIPTION 8U11 E=P1"N"TION RO1E
update personal part!culars.Depend!n" on the pol!c a
document proof ma 9e
re;u!red at t!mes for HR
adm!n!strators5 %er!>cat!on.
2
Careers and =o9s
Trierin Event>
♦ 'mploees are allowed to
enter the!r own s1!lls !n
'((. Mana"ers can ut!l!ethe data9ase to !dent!femploees w!th theappropr!ate s1!lls for the!nternal use of thecompan.
♦ Us!n" ppra!sal Documents
ta9 emploee can d!splathe appra!sals that weremade of h!s:her wor1.
'mploee
& Tra%el and 'penses Trierin Event>
♦ 'mploee to put up a
Tra%el re;uest #9us!ness :product!on tr!p$
♦ (u9m!ss!on of epense
cla!m after the return fromthe tr!p.
♦ (u9m!ss!on of "eneral
re!m9ursement cla!ms l!1epu9l!c transport pr!%ate
transport sta?s epensecla!m etc.
'mploee
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1oin on to S"P EP System
To lo"on !nto (P (stem perform one of the follow!n"3
Choose the !ndows menu (tart → Pro"rams → Internet 'plorer
Dou9le cl!c1 the Internet 'plorer #7rowser$ !con on the user5s des1top
The Internet 'plorer would 9e !n!t!ated. Tpe UR- http3::sp@2rp/.erp.9snl.co.!n:!rE:portal
and cl!c1 on the Go 9utton as shown 9elow or cl!c1 on L'nter 1e on the e9oard
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http://sp05rpx1.erp.bsnl.co.in/irj/portalhttp://sp05rpx1.erp.bsnl.co.in/irj/portal
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On (creen SAP Net Weaver enter !nformat!on !n the >elds as spec!>ed !n the ta9le
9elow3
8iel! Name Description User "ction an!
?alues
User User ID 'nter a %al!d user !d.
Password Password for User ID 'nter a %al!d user
password.
Cl!c1 on 9utton or Press Enter 1e.
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Un!erstan!in elements of S"P EP (Portal Des3top)
The portal des1top refers to the ent!re portal screen !nclud!n" all d!splaed content and
!ts laout.
Naviatin Menus
On the home pa"e screen of SAP Employee Self Services cl!c1 on 'mploee (elfB
(er%!ce ta9 !n order to access certa!n ser%!ce #8or eample Employee Self Services
Employee Search Working time Personal Information Personal Data$.
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1oin out of S"P EP System
On screen SAP Employee Self Services cl!c1 on Log o? to lo" out of (P 'P sstem.
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-o" O?
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Scenario> Employee Searc
Intro!uction
Th!s scenar!o descr!9es the processes where emploees are allowed to search the!r
collea"ues create or d!spla and chan"e the!r Departmental !nformat!on #7u!ld!n" and
Room Num9er$ Commun!cat!on !nformat!on #'tens!on num9er and 'ma!l ID$.Tpe of
!nformat!on that are opened for emploees5 update and %!ew!n" are as 9elow3
♦ho5s ho
♦ Chan"e Own Data
Scenario Diaram
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2o6s 2o
(earch for emploees 9 name and >nd 9as!c !nformat!on a9out collea"ues and the!r
pos!t!on !n the compan. Informat!on a9out collea"ues can 9e seen 9 Eust enter!n" 8!rst
or -ast Name or 9oth !n the search area.
Pat 'mploee (elf (er%!ces 'mploee (earch ho5s ho
Purpose 'mploee can search collea"ues.
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Employ
ee Self
Service
'mploee
(earch
ho5s ho
Chan"e Own
Data
d%ance
(earch
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Step 9>
Now ou select the ho5s ho opt!on to search for colle"es and 9as!c !nformat!on a9outthem.
Step @>
'nter e!ther -ast Name or 8!rst Name or 9oth !n the prescr!9ed columns and then press(earch opt!on.
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ou can cl!c1 on C8 to see more !nformat!on a9out th!s emploee.
Cane o%n !ata
Ma!nta!n our personal !nformat!on and ma1e !t a%a!la9le companw!de. 'mploees can
create d!spla and chan"e the!r Departmental !nformat!on #7u!ld!n" and Room um9er$
emer"enc address contact num9er and Commun!cat!on !nformat!on #'tens!on num9er
and 'ma!l ID$.
Pat 'mploee (elf (er%!ces 'mploee (earch Chan"e own Data
Purpose 'mploee can chan"e own data.
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Step 9>
Cl!c1 on QChan"e own data5 opt!on e!ther to o%er%!ew or ed!t our own data us!n" the
opt!ons !n the screen shown 9elow.
Step @>
(elected the ed!t opt!on to chan"e our data then the follow!n" screen w!ll open up.
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Here ou can ed!t our commun!cat!on Department and M!scellaneous !nformat!on.Photo
can also 9e uploaded from th!s place.
Step A>
Cl!c1 on Review to %!ew the chan"es made 9 ou or else can d!rectl cl!c1 on Review
and (a%e to %!ew and sa%e the chan"es 9e!n" made.If ou select Review follow!n"
screen w!ll appear.
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If re;u!red can "o 9ac1 to the pre%!ous step 9 cl!c1!n" on or else can cl!c1
on to store the chan"es. If ou cl!c1 on sa%e follow!n" screen w!ll appear.
Step B>
Now ou can ether Restart chan"e own data ser%!ce
Or
Go to 'mploee (earch Homepa"e
Or
Go to 'mploee (elfB(er%!ces Homepa"e
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Scenario> Personal Information
Intro!uction
Th!s scenar!o descr!9es the processes where emploees are allowed to %!ew the!r
personal !nformat!on at the!r own t!me.Tpe of !nformat!on that are opened for
emploees %!ew are as 9elow3
♦ ddresses
♦ 7an1 Informat!on
♦ 8am!l Mem9er : Dependent #appl!ca9le to (pouse New ch!ld onl$
♦ Personal Data #Update Mar!tal (tatus and K!ew 8!rst name -ast name Date of 7!rth Nat!onal!t Gender etc.$
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Scenario Diaram
"!!ress
Th!s !s an o%er%!ew of ddress screen show!n" the current record#s$.
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Employe
e Self
Service
Personal
Informat!o
n
ddresses
7an1Informat!o
n
8am!l
Mem9er :
Dependen
t
Personal
Data
Permanent
'mer"enc
Ma!l!n" address
Ma!n 7an1
New (pouse
New Ch!ld
Tra%el 'penses
Immo%a9l
e Propert
Returns
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The follow!n" 0 ddress Tpes w!ll 9e open up for emploees5 update3
♦ Permanent Res!dence
♦ New 'mer"enc ddress
♦ New Ma!l!n" ddress
ccess transact!on 93
Pat 'mploee (elf (er%!ces Personal Informat!on ddress
Purpose 'mploee can %!ew there address !nformat!on
On the Personal Information Overview pa"e , cl!c1 on the Aress l!n1.
(u9se;uentl the 9elow screen appears w!th ddress o%er%!ew .
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Cl!c1 on !o to Aress Overview to "o 9ac1 to
the ddress O%er%!ew screen.
(Or)
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Cl!c1 on !o to Personal Information "omepage
to "o 9ac1 to the Personal Informat!on
O%er%!ew screen.
(Or)
Cl!c1 on Go to Employee Self Services Homepage
to go back to the Employee Self Services
Overview screen.
+an3 Information
'mploees can use th!s ser%!ce to d!spla and ed!t the!r own 9an1 !nformat!on. Th!s
means that the can cont!nuall update the!r data there9 rel!e%e the HR department of
t!meBconsum!n" costB!ntens!%e act!%!t!es.
'mploees5 9an1 deta!ls are used for 9an1 transfers from paroll and to re!m9urse tra%el
epenses.
In the O%er%!ew emploees can d!spla an o%er%!ew of the!r current 9an1 data.
ccess transact!on 93
Path 'mploee (elf (er%!ces Personal Informat!on 7an1 Informat!on
Purpose 'mploee to update the current 9an1 !nformat!on #!.e. 9an1 name 9an1
1e and account num9er$ ma!nta!ned.
Step 9>
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On the Personal Information O%er%!ew pa"e cl!c1 on the #ank Information l!n1.
(u9se;uentl the 9elow screen appears w!th 7an1 Deta!ls o%er%!ew.
Cl!c1 on o%er%!ew to %!ew the current 7an1 Deta!ls.
Step @>
(elected the New Main Bank opt!on to ed!t our 9an1 deta!ls. The follow!n" screen w!ll
open up. 'nter !nformat!on !n the >elds as spec!>ed !n the ta9le 9elow3
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Here ou can ed!t our deta!ls relat!n" to our New Ma!n 7an1 where!n ou can >ll
ccount Holders Name ddress 7an1 ccount Name 7an1 e #would 9e pro%!ded
separatel$. e ha%e selected 7an1 Transfer as pament method 9ut emploees are
a%a!la9le w!th other methods l!1e 9an1 transfer cash pament che;ue 'C( Mone
order Others.
N
oS"P 8iel!s 8iel! Descriptions
/ Paee r!te account Holder name
6 Postal Code:C!t r!te C!t name and Postal code of the
'mploees address.
0 7an1 Countr r!te the countr name where 7an1 !s
located
4 7an1 e r!te 7an1 e
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N
oS"P 8iel!s 8iel! Descriptions
2 7an1 ccount r!te 7an1 ccount num9er
& Pament Method (elect an one pament method from the
dropBdown l!st.
) Purpose
Step A>
Cl!c1 on Re%!ew to %!ew the chan"es made 9 ou or else can d!rectl cl!c1 on (a%e to
%!ew and sa%e the chan"es 9e!n" made.
If ou select Re%!ew follow!n" screen w!ll appear
If re;u!red can "o 9ac1 to the pre%!ous step 9 cl!c1!n" on .
Cl!c1 on to store the chan"es.
8ollow!n" screen w!ll appear.
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Messa"e w!ll 9e shown as
!n (tatus 9ar on
(uccessful sa%!n" of the 7an1 deta!ls.
Step B>
Now ou can e!ther Go to Bank nformation overview or can Go to !ersonal nformation
Homepage or else can Go to Employee Self"Services Homepage.
Cl!c1 on Go to Bank nformation Overview to go
back to the Bank nformation Overview screen.
(Or)
Cl!c1 on Go to !ersonal nformation Homepage
to "o back to the !ersonal nformation
Overview screen.
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(Or)
Cl!c1 on Go to Employee Self Services Homepage
to go back to the Employee Self Services
Overview screen.
8amily Mem5er /Depen!ents
'mploees can use th!s ser%!ce to d!spla and ed!t data a9out the!r fam!l mem9ers and
dependents. Th!s means that the can cont!nuall update the!r data there9 rel!e%e the
HR department of t!meBconsum!n" costB!ntens!%e act!%!t!es.
The 8am!l Mem9er :Dependents ser%!ce conta!ns !nput screens for (pouse and Ch!ldren
deta!ls. In the O%er%!ew emploees can d!spla an o%er%!ew of the!r current data a9out
dependents and 8am!l Mem9ers.
ccess transact!on 93
Path 'mploee (elf (er%!ces Personal Informat!on 8am!lMem9er:Dependents
Purpose'mploee can %!ew fam!l mem9ers and dependents records.
On the Personal Information Overview pa"e , cl!c1 on the $amily
%em&ers'Depenents l!n1. (u9se;uentl the 9elow screen appears.
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Cl!c1 on !o to $amily %em&er'Depenents overview
to "o 9ac1 to the 8am!l Mem9er O%er%!ew screen.
(Or)
Cl!c1 on !o to Personal Information "omepage to "o 9ac1
to the Personal Informat!on O%er%!ew screen.
(Or)
Cl!c1 on !o to Employee Self Services "omepage to "o
9ac1 to the 'mploee (elf (er%!ces O%er%!ew screen
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Personal Data
'mploee can create d!spla and chan"e ddress !nformat!on 8am!l mem9er
Informat!on 7an1 Informat!on and Personal Informat!on #Name (urname DO7 Countr
etc.$
In the O%er%!ew emploees can d!spla an o%er%!ew of the!r current personal data. In
the !nput screen the can ma1e the chan"es.
ccess transact!on 93
Pat 'mploee (elf (er%!ces Personal Informat!on Personal Data
Purpose 'mploee can update the!r personal data.
On the Personal Information Overview pa"e , cl!c1 on the Personal Data l!n1.
(u9se;uentl the 9elow screen appears w!th Personal Data o%er%!ew.
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Cl!c1 on Details to %!ew the current Personal Deta!ls.
Cl!c1 on !o to Personal Data Overview to "o 9ac1 to the
Personal Data O%er%!ew screen.
(Or)
Cl!c1 on !o to Personal Information "omepage to "o 9ac1
to the Personal Informat!on O%er%!ew screen.
(Or)
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Cl!c1 on !o to Employee Self Services "omepage to "o
9ac1 to the 'mploee (elf (er%!ces O%er%!ew screen
Immova5le Property Returns
'mploee can ma!nta!n!n" the deta!ls of the!r own !mmo%a9le propert and can update
the same annuall. 'mploee w!ll >le the annual propert returns on the '(( wh!ch w!ll
9e further updated !n the form of the !nfotpe and correspond!n" su9tpes.
ccess transact!on 93
Pat 'mploee (elf (er%!ces Personal Informat!on Immo%a9le
Propert Returns.
Purpose 'mploee can su9m!t the statement of !mmo%a9le propert.
Step 9>
Cl!c1 on the QPersonal Informat!on5 opt!on a new screen w!ll open w!th >%e opt!ons shown9elow.
Step @>
Cl!c1 on the #mmovable !roperty Ret$rn% opt!on e!ther to o%er%!ew or ed!t our own data
us!n" the opt!ons !n the screen shown 9elow.
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Step A>
To chan"e or enter status of our Immo%a9le Propert for >ll!n" IPR return select the
opt!on from the dropBdown menu from the screen shown 9elow.
Step B>
(elect the re;u!red opt!on from the four opt!ons shown a9o%e accord!n" to our
re;u!rement sa !f ou want to chan"e our return data select the &hange opt!on !t w!ll
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help ou to ed!t our alread stored data to enter new data select the New opt!on and
>ll !n the re;u!red deta!ls !f there !s no chan"e !n data for >ll!n" return then select the
No change opt!on shown a9o%e and !f ou don5t ha%e !mmo%a9le propert for the
assessment ear ou ha%e to select the Nil Ret$rn opt!on.
Step >
Here after select!n" the re;u!red opt!ons ou need to select the su9m!t 9utton followed
9 the sa%e opt!on shown !n the end of the 9elow process.
Step :>
Process to 'nter New Immo%a9le Propert for the current assessment ear.
(elect the appropr!ate opt!on from the drop down menu shown a9o%e.Here we ha%e
selected New opt!on to >ll !n the re;u!red deta!ls shown 9elow.
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Cl!c1 the add 9o shown and >ll the re;u!red deta!ls and cl!c1 on the (u9m!t 9o .
N
oS"P 8iel!s 8iel! Descriptions
/ -ocat!on of the Propert (pec!f the locat!on name where the
propert !s located.
6 Name of the propert r!te the propert name. 8or eample 8lat
House -and etc.
0 Tpe of Propert r!te our last name
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N
oS"P 8iel!s 8iel! Descriptions
4 Present Kalue Present %alue of the propert !n rupees.
2 Own Name (pec!f whether the propert !s !n our own
name or not.
& Propert !n the name of If the propert !s not !n our own name then
wr!te the propert owner5s name.
) Relat!onsh!p w!th the
emploee
Ment!on the relat!onsh!p tpe w!th the
propert holder.
* c;u!red %!a (elect the match!n" opt!on from the dropB
down l!st.
, Date of c;u!s!t!on r!te the date when ou ha%e ac;u!red the
propert.
/@ c;u!red from Ment!on from where ou ha%e ac;u!red the
propert.
// Purchase ppro%al Order
No.
r!te the purchase order num9er.
/6 nnual !ncome of
Propert
r!te the annual !ncome from the propert.
If the !ncome from the propert !s n!l then
th!s >eld !s not re;u!red.
/0 Remar1s n other !nformat!on related to the
propert.
Cl!c1 on the sa%e 9o to >n!sh the process and do the >nal su9m!ss!on.
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Scenario> 2or3in Time
Intro!uction
-ea%e Re;uest ena9les emploees to ;u!c1l and clearl enter and su9m!t lea%e re;uest
or other tpes of lea%es. ddress of the emploee dur!n" lea%e can also 9e stored.
Compan hol!da calendar !s attached for reference. -ea%e 7alances can 9e chec1ed
from
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Sort Description 8ull E.planation Role
9alance and ent!tlement %!a -ea%e
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Purpose 'mploee can crate and su9m!t a new -ea%e Re;uest or he:she can
chan"e:cancel:delete the e!st!n" re;uests.
1eave Reuest
Th!s funct!on ena9les ou to control the process!n" of lea%e re;uests and other
a9sences. The funct!on compr!ses the ent!re lea%e re;uest process. The process starts
w!th the creat!on of a lea%e re;uest and the process!n" of !t 9efore !t !s >nall posted to
the 9ac1end sstem.
The -ea%e Re;uest funct!on compr!ses the follow!n" areas3
♦ Creat!on of lea%e re;uest 9 emploee
♦ 8orward!n" of re;uest to mana"er for appro%al
♦ Controll!n" of delet!on and cancellat!on processes
♦ (tatus trac1!n" and mon!tor!n"
♦ Post!n" of a9sences to the 9ac1end sstem
'mploees can use the -ea%e Re;uest ser%!ce to re;uest 9oth a9sences #!nfotpe 6@@/$
and attendances #!nfotpe 6@@6$. Th!s means that ou can also process records of thettendances !nfotpe #6@@6$ that ha%e the ;ual!t of an a9sence !n our compan such
as tra!n!n" courses.
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Tpes of lea%e !n 7(N- are as follows3B
Sl No 1eave Type
/ Ch!ldcare -ea%e
6 Commuted -ea%e
0 D!esnon :o 7r1 !n (er%.
4 D!esnon !th 7r1 !n (er%.
2 'arned -ea%e
& 'traord!nar -ea%e
) 'traord. -% !th Med Cer
* Hosp!tal -ea%e
, Half Pa -ea%e
/@ Half Pa -ea%e
// =o!n!n" t!me -ea%e
/6 -ea%e Not Due
/0 -ea%e !thout Pa
/4 Matern!t -ea%e
/2 Non Pa 9sence
/& Patern!t -ea%e
/) Restr!cted Hol!da
/* (pec!al Casual -ea%e
/, (pec!al D!sa9!l!t -ea%e
6@ (tud -ea%e
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6/ 9sence due to (tr!1e
66 Transfer lea% w!thout Pa
Step 9>
On the Working (ime Overview pa"e , cl!c1 on the Leave )e*+est l!n1. (u9se;uentl
the 9elow screen appears w!th -ea%e Re;uest.
Step @>
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Sort Description 8ull E.planation Role
Nature of -ea%e (elect the appropr!ate tpe of
lea%e a%a!led from the drop down. 'mploee
(tart Date 'nd Date 'nter the per!od for wh!ch lea%e !s
to 9e a%a!led.
'mploee
(tat!on -ea%e Chec1 th!s !f the emploee !s
see1!n" perm!ss!on to lea%e
stat!on and then enter the
correspond!n" L8rom LTo per!od
'mploee
Reason for -ea%e 'nter the reason wh the lea%e !sto 9e ta1en
'mploee
ddress Dur!n" -ea%e Please enter the correspondence
address for the per!od on lea%e
'mploee
Step A>
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Cl!c1 On (end to (u9m!t
The follow!n" messa"e w!ll appear con>rm!n" that the -ea%e Re;uest has 9eensuccessfull sa%ed.
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-ea%e Re;uest ser%!ce pro%!de the follow!n" su9 ser%!ces
♦ (how:H!de Team Calendar 3 (hows the Team5s calendar w!th -ea%e Deta!ls
♦ (how:H!de Calendar 3 0 months calendar
♦ (how:H!de T!me ccounts 3 -ea%e
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Step 9>
On the Working (ime Overview pa"e , cl!c1 on the +ota Overview l!n1.
(u9se;uentl the 9elow screen appears w!th
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Cl!c1 on '!t to "o 9ac1 to the or1!n" T!me home pa"e.
4oinin Reports
Th!s !s a report wh!ch conta!ns !nformat!on on -ea%e deta!ls. Th!s report conta!ns =o!n!n"
date (tart date of the lea%e 'nd date of the lea%e and Med!cal Cert!>cates.
ccess transact!on 93
Step 9>
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Pat 'mploee (elf (er%!ces or1!n" T!me =o!n!n" Reports
Purpose =o!n!n" 7ac1 from -ea%e deta!ls
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On the Working (ime Overview pa"e , cl!c1 on the -oining )eport l!n1. (u9se;uentl
the 9elow screen appears.
Step @>
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Step A>
Cl!c1 on 9utton.
w!ndow w!th the messa"e mail has been sent s$ccessf$lly would appear.
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Cl!c1 on 9utton !t w!ll ta1e ou to the or1!n" T!me homepa"e.