manager self-service job aids job aids_07 jan.pdfmanager self-service job aids page 11 of 27...
TRANSCRIPT
Manager Self-Service
Job Aids
Manager Self-Service Job Aids Page 2 of 27
Table of Contents View and Manage an Onboarding Checklist ........................................................................................................... 3 View an Associate’s Employment History .............................................................................................................. 6 Promote an Associate ............................................................................................................................................. 8 Transfer an Associate ........................................................................................................................................... 11 View an Associate’s Compensation Statement .................................................................................................... 14 Manage Additional Compensation ....................................................................................................................... 16 Terminate an Associate ........................................................................................................................................ 18 Request a New Position ........................................................................................................................................ 20 Request a Position Change ................................................................................................................................... 22 Hoshonti Terms and Definitions ........................................................................................................................... 25
Manager Self-Service Job Aids Page 3 of 27
View and Manage an Onboarding Checklist
This job aid provides step-by-step instructions on how to view and manage onboarding
checklists for your associates.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2
Next to the applicable associate, click the Workers ( ) icon to view additional options.
Note: If an associate has more than one active work assignment, a separate record will
display for each work assignment.
3 Select the Manage Allocated Checklists option.
Manager Self-Service Job Aids Page 4 of 27
The Allocated Checklists page displays. On this page you can view checklists that are
completed, in progress, and pending.
4 Click the Cloud On Boarding Tasks link to view additional information.
The associate’s Employee
Progress form shows what
an associate has yet to
complete.
In this example, the associate has three required tasks to complete and they are overdue.
5
Tasks the associate has been
assigned but has not
completed display in the
Incomplete Tasks section.
Click on a task to view
additional details.
Manager Self-Service Job Aids Page 5 of 27
Details about the individual who assigned the task display in the Contact Info section.
Additional steps can be performed using the buttons in the upper right.
Go to Task: This button will take you to the form or document that the associate
must complete.
Complete: Select this button if the associate has completed the task but not marked
it as complete.
Actions: Select this button to mark a task as Not Applicable or to download a
calendar reminder.
6 Click the Done arrow to return to the previous form or the Home icon to return to the My
Team tab.
You have viewed an associate’s onboarding checklist.
End of Procedure
Manager Self-Service Job Aids Page 6 of 27
View an Associate’s Employment History
This job aid provides step-by-step instructions on how to view an associate’s employment
history from January 1, 2020 forward. Prior history can be viewed in the legacy system.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2
Click on the link with the
applicable associate’s
name.
Manager Self-Service Job Aids Page 7 of 27
The associate’s employment information displays.
3 If the associate has more than one work assignment, from the Business Title drop-down
list, select which work assignment you want to view information about.
4
Scroll down the page to the Employment History section.
5 If no details display, click the Expand button. This section allows you to view a history of
changes relate to the associate’s employment.
6 To return to the My Team tab, click the Home icon.
An associate’s employment history has been viewed.
End of Procedure
Manager Self-Service Job Aids Page 8 of 27
Promote an Associate
A promotion could be due to career progression, performance, or a promotion with or
without a pay change. The majority of promotions come through Oracle Talent Acquisition
(OTAC); appointments are exceptions. This job aid provides step-by-step instructions on
how to enter a promotion within Hoshonti.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2 Next to the applicable associate, click the Workers ( ) icon to view additional options.
3
Select the Promote option.
Manager Self-Service Job Aids Page 9 of 27
4 If applicable, select the type of information that is changing as a result of the promotion
and then click the Continue button.
5 In the When does the promotion start field, type or select the effective date of the
promotion. This should be the first day of the pay period.
6 From the Why are you promoting drop-down list, select the applicable option.
7 Click the Continue button.
Manager Self-Service Job Aids Page 10 of 27
8 If applicable, update the Position and/or Business Title fields.
9 In step 4, if additional information was selected, click the Continue button to proceed to
the applicable form for specifying the new information. Otherwise, continue to the next
step.
10 Click the Submit button.
11
A promotion has been entered in Hoshonti.
End of Procedure
Manager Self-Service Job Aids Page 11 of 27
Transfer an Associate
1 Transfers are typically done through Oracle Talent Acquisition (OTAC) for an associate
moving to a new job. This job aid provides step-by-step instructions on how to enter a
transfer in Hoshonti when OTAC is not being used.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2 Next to the applicable associate, click the Workers ( ) icon to view additional options.
3 Select the Transfer option.
Manager Self-Service Job Aids Page 12 of 27
4 If applicable, select the type of information that is changing as a result of the promotion
and then click the Continue button.
5 In the When does the transfer start field, type or select the effective date of the
promotion. This should be the first day of the pay period.
6 From the Why are you transferring drop-down list, select the applicable option.
7 Click the Continue button.
Manager Self-Service Job Aids Page 13 of 27
8 If applicable, update the Business Unit, Position, and/or Business Title fields.
9 In step 5, if additional information was selected, click the Continue button to proceed to
the applicable form for specifying the new information.
10 Click the Submit button.
A promotion has been entered in Hoshonti.
End of Procedure
Manager Self-Service Job Aids Page 14 of 27
View an Associate’s Compensation Statement
This job aid provides step-by-step instructions for viewing an associate’s compensation
statement.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
The My Team Overview page displays. On this page you can review your team, view offers,
requisitions, and vacancies.
2 On the left side, click the Compensation link to review the compensation details of each of
your team members.
The Compensation page shows you each of your team’s salary, salary range when
available, comparison-ratio when available, and their pay grade.
Manager Self-Service Job Aids Page 15 of 27
Note: If the associate has multiple work assignments the salary for each assignment will
display separately.
3 To the far right of an associate’s name, click the Workers ( ) icon to view additional
options.
4 Select the View Compensation History option.
You have viewed an associate’s compensation history.
End of Procedure
Manager Self-Service Job Aids Page 16 of 27
Manage Additional Compensation This job aid provides step-by-step instructions on how to manage additional compensation
for an associate.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2 Next to the applicable associate, click the Workers ( ) icon to view additional options.
3 Select the Manage Compensation option
from the list.
4 Click the + Add button.
5 From the Plan and Option drop-down lists, select the applicable option.
Note: Additional fields populate upon selecting a plan and an option.
Manager Self-Service Job Aids Page 17 of 27
The fields that display will vary based on the selected Plan and Option.
6 In the Start Date field, type or select the compensation date. This should be the first day of
the pay period.
7 Complete the remaining required fields. Data is only required in fields with asterisks.
8 Click the OK button.
The Comments and Attachments section displays.
9 Optionally, enter comments and upload related attachments.
10 Click the Submit button.
11 The additional compensation award is entered and routed through the managerial
hierarchy for approval.
End of Procedure
Manager Self-Service Job Aids Page 18 of 27
Terminate an Associate This job aid provides step-by-step instructions on how to terminate an associate.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2 Next to the applicable associate, click the Workers ( ) icon to view additional options.
3 Select the Termination option.
4 Complete the When and Why form and then click the Continue button.
5 On the Enter Termination Info form, in the Revoke User Access field indicate if the
associate’s access to Hoshonti should end immediately or on the termination date.
Manager Self-Service Job Aids Page 19 of 27
6 From the Recommend for Rehire drop-down list, select if the individual is recommended
for rehire.
If the associate is not recommended for rehire, fields will display to indicate why not and
who authorized the recommendation for not rehiring.
7 In the required Comments field, enter details about the termination and, if applicable,
attach supporting documentation.
8 Click the Submit button.
The termination of an associate is entered in Hoshonti.
End of Procedure
Manager Self-Service Job Aids Page 20 of 27
Request a New Position
This job aid provides step-by-step instructions on how to request a new position.
1 From the Home page, click on the My Team tab, followed by the My Team icon.
2 From the Actions drop-down list, select the Request a New Position option.
3 If applicable, select the type of information that you want to specify with the position
request and then click the Continue button.
Manager Self-Service Job Aids Page 21 of 27
4 Complete the When and Why form and then click the Continue button.
5 In the Position Details section specify the required information.
Note: The position request will route to the Compensation Analysts. As needed, they will
adjust the position details to reflect the appropriate nomenclature.
6 Click the Submit button.
A request for a new position has been submitted.
End of Procedure
Manager Self-Service Job Aids Page 22 of 27
Request a Position Change
This job aid provides step-by-step instructions on how to request a change to a position.
1 From the Home page, click on the My Team tab.
2 At the bottom of the Quick Actions section, select the Show More link.
3 In the Workforce Structures section, click the Request a Position Change link.
Manager Self-Service Job Aids Page 23 of 27
4 In the Search field type a portion of the name of the position, followed by clicking the
search icon.
5 Click on the hyperlink for the applicable position.
6 If applicable, select the type of information that is changing as a result of the promotion
and then click the Continue button.
Manager Self-Service Job Aids Page 24 of 27
7 In the When does the position change start field, type or select the date the change
should be effective.
8 From the What is the reason for this request drop-down list, select the applicable option.
9 Click the Continue button.
10 As needed, update the Status, Department, Job, and/or Location, and/or Grade.
11 Click the Submit button.
12 A position change request has been submitted. The request is routed to the Compensation
Analysts for review and processing.
End of Procedure
Manager Self-Service Job Aids Page 25 of 27
Hoshonti Terms and Definitions JDE Term
(if different)
Oracle Term Definition Example
Absence Plan A benefit that entitles workers to accrue time for
the purpose of taking leave and receiving
payments during absence periods.
Action Tracks changes to certain Human Capital
Management (HCM) records, for example,
changes to employment and assignment
records. You can create your own actions and
associate them with the predefined action types.
You can optionally associate action reasons with
actions.
Assignment A set of information, including job, position,
pay, compensation, managers, working hours,
and work location, that defines a worker's or
non-worker's role in a legal employer.
Company Business Unit A unit of an enterprise that performs one or
many business functions that can be rolled up in
a management hierarchy.
Health, F&B, IT
Contingent
Worker
A self-employed or agency-supplied worker.
Contingent worker work relationships with legal
employers are typically of a specified duration.
Any person who has a contingent worker work
relationship with a legal employer is a
contingent worker.
Cost Center A unit of activity or a group of employees used
to assign costs for accounting purposes.
Business Unit Department A division of a business enterprise dealing with
a particular area of activity.
Descriptive
Flexfield (DFF)
Expandable fields used for capturing additional
descriptive information or attributes about an
entity, such as a customer case. You may
configure information collection and storage
based on the context.
Manager Self-Service Job Aids Page 26 of 27
Division A business-oriented subdivision within an
enterprise. Each division is organized to deliver
products and services or address different
markets.
Commerce, Tribal
Services, Legal and
Compliance,
Strategic
Development,
Integrated Services Document
Category
A high-level grouping of person documents
such as visas, licenses, and medical certificates.
Document subcategories provide further
grouping of document categories.
Effective Start
Date
For a date-effective object, the start date of a
physical record in the object's history. A physical
record is available to transactions between its
effective start and end dates.
Enterprise An organization having common control over
one or more legal entities.
FTE Abbreviation for full-time equivalent, such as .5
for half-time work.
Grade A component of the employment model that
defines the level of compensation for a worker.
Grade Rate Used to define pay values for grades in a
legislative data group.
HCM Abbreviation for Human Capital Management.
Headcount A work measure recorded on an assignment. By
default, the headcount of an organization is the
total of primary assignments in primary work
relationships.
Individual
Compensation
Compensation awarded to individual workers
outside of the regular compensation cycle, such
as a spot bonus or education reimbursement.
Some compensation is worker allocated, such as
a savings contribution percentage.
Job Family A group of jobs having different but related
functions, qualifications, and titles. For example,
you may group a trust analyst and an
operations analyst into the Analyst job family.
Job Role A role, such as an accounts payable manager or
application implementation consultant, that
Manager Self-Service Job Aids Page 27 of 27
usually identifies and aggregates the duties or
responsibilities that make up the job. Legal
Employer
A legal entity that employs people.
Legal Entity An entity identified and given rights and
responsibilities by commercial law through the
registration with country's appropriate authority.
CNO, Housing, Hot
Peppers
Kronos #,
Associate ID
Person
Number
A person ID that is unique in the enterprise,
allocated automatically or manually, and valid
throughout the enterprise for all of a person's
work and person-to-person relationships
Position A specific occurrence of one job that is fixed
within one department. It is also often restricted
to one location. For example, the position
Finance Manager is an instance of the job
Manager in the Finance Department.
Position includes
job, location,
assignment
number, etc.
Transfer The movement of a person within the same
legal employer.
Work
Relationship
An association between a person and a legal
employer, where the worker type determines
whether the relationship is a non-worker,
contingent worker, or employee work
relationship.