Self Service Home

• Select the “Self Service Home” page under the “Employee Information” business component and “HCM IPad Interfaces” BPC.

The “Self Service Home” page appears.

This page consists of two tabs:

4   Me

4   My Approvals

Tab: Me

• Enter the name of the employee in the box provided and click “Get” button to retrieve the employee details in the header.

•  The logged-in employee sets the preferences by clicking the ‘Preferences’ hyperlink.

The system displays the photo, name, employee ID and designation of the logged in employee.

Click “View Personal Profile” link to view the Personal Information home page of the employee.

This tab consists of nine widgets:

4   My Time Off

4   My Time Booking

4   My Expenses

4   My Travel

4   My Learning

4   My Performance

4   Benefits

4   My Pay

4   My Project Booking

Note: The widgets can be configured at an Empin OU level by HR.

Widget: My Time Off/My Leave

Note: The system displays the widget name as My Time Off or My Leave based on the parameter specified in “Literal for Leave” activity.

• The system displays the day or hour based available leave balance of the login employee.

• Click “Day Based” button to view the graph for day based leave details of the login employee.

• Click “Hour Based” button to view the graph for hour based leave details of the login employee.

• The Time Off Trend / Leave Trend graph shows month in the x-axis and authorized leave units in the y-axis.

Note: The system displays the trend graph name as Time Off Trend or Leave Trend based on the parameter specified in “Literal for Leave” activity.

• Click “Manage Leave” hyperlink to create the leave request details.

Widget: My Time Booking

• The system displays the current system date.

• The system shows the booked and planned hours. Booked Hours shows the number of hours booked by the employee for the day. Planned Hours shows the number of hours planned for the employee for the day.

• Select the job type from the drop-down list box for which you want to book the timesheet.

• Enter the total hours to be booked for a day/start and end time (as applicable) to book time for the day.

Note: Total hours should be greater than a minute.

• Click symbol to save the time booking details.

Note: The system saves the time booking details in “Draft” status.

The system displays the following details.

• Click “Manage Time” link to create/edit/view the time booking details.

Widget: My Expenses

• The system displays the expense request for n’ months. Based on the preferences set at the user level for viewing the history records for ‘n’, the expense transaction records would be shown. If this preference is not set at the user level, then the default preferences for the ‘n’ period set at system parameter level would be considered.

• The system displays the approved, pending and rejected expenses till date for the current / latest open reimbursement calendar period incurred by the login employee. Click the approved, pending and rejected data hyperlink to launch the “My Expense Requests” screen.

• The system displays the consolidated sum of the net approved and pending for approval expenses across expense items in base currency for the reimbursement calendar period.

• Click “View Breakup” link to view the graphical and % wise breakup of expenses.

The “Expense Distribution” screen appears.

• The system displays the total consolidated expense amount both approved and pending for approval in base currency.

The system displays the following details.

• The graph represents the consolidated category-wise expenses. The system displays the percentage of the claims made against the categorized expense item.

• Click “Manage Expense” link to launch the My Expense Requests screen.

Widget: My Travel

• Click “+Quick Request” link to quickly raise a travel request in case of one way trip or a round trip.

• Requests (n months) - System displays the total number of travel requests raised by the login employee in N months. “N months denote the value set by the user against the parameter “View Past Transactions up to” in preferences page. Click on the data hyperlink to launch the travel management screen.

The system displays the following details.

• System displays the horizontal stacked bar graph which depicts the travel type wise settlement status.

• X-axis shows the count of travel requests bifurcated as “Settlements requested” and “Settlements For My Action”.

• Y-axis depicts the applicable travel types. E.g Domestic, foreign etc.

• ‘Settlements Requested’ part of the bar shows the count of travel requests wherein at least one expense settlement has been initiated and the expense settlement status is either in “Pending Authorization” or “ Pending Finance Approved” status.

•  ‘Settlements For My Action’ part of the bar shows the count of travel requests for which the expense settlement is in any of the following status

4   Pending settlement

4   Draft

4   Rejected

• Click “Manage Travel” to launch the ESS travel management screen.

Widget: My Learning

• The system displays the total number of hours of training completed in the last 3 months by the logged-in employee. For example if the employee is viewing this tile in April, the system displays total number of hours of trainings completed in January, February and March.

Note: If the user has not completed any trainings in the last 3 months but has enrolled training(s) (i.e. trainings for which he has enrolled but not attended yet as it is on future date(s)) then the system displays the text as “0 hours in the last 3 months”.

If the user has not completed any trainings in the last 3 months and has no enrolled trainings then the system displays the text as “0 hours in the last 3 months Improve your skills quotient”.

Click “Browse Course” link to launch the Request for Training screen.

• The system displays the following tabs

4     Enrolled

4     Recently Completed

Enrolled tab

• The system displays the forthcoming trainings for which the logged-in employee has enrolled.

• The system displays course name, the start date and the end date of the training for each forthcoming training.

• Click Course Name data hyperlink to launch the “View Course Schedule” screen.

• Click “View More” link to view more upcoming trainings to which the employee has enrolled

Recently Completed

• The system displays the trainings that were completed (i.e. the attendance records have been updated as attended for the logged-in employee) most recently by the login employee.

• The system displays course name, the start date and the end date of the training for each forthcoming training.

• Click Course Name data hyperlink to launch the “View Course Schedule” screen.

• Click the feedback icon to update the feedback for the training.

• Click “View More” link to view more recently completed trainings to which the employee has enrolled.

• Click “Training Calendar” link to view the courses from different training calendars and request for trainings.

Widget: My Performance

Note: This widget will not be displayed if there are no open appraisals for the login employee.

• The system displays the appraisal type based on the main appraisal type and the appraisal period. Click the data hyperlink to launch the performance management ESS screen.

• The system displays the current status of the appraisal document as on date.

• The system displays the appraisal status as “Open” if the employee is mapped to recent open appraisal process.

• Click “Manage Journal Entry” link to enter journal entries and save or edit the same.

Widget: Benefits

• The system displays the employee and employer retirement contributions. Employee contribution indicates the sum of all employee deductions under savings category. Employer contribution indicates the sum of all employer deductions under savings category.

• The system displays the total enrollments with the sum of all employee deductions for all benefits except savings.

• Click “Open Enrollment with end date” link to launch the enrollment page.

Note: This link is visible only if the employee is planned for the open enrollment period. Otherwise the system displays “No benefits plan enrolled”.

Widget: My Pay

• The system displays the last 3 process periods with the net pay of the login employee. For example if the employee is viewing this tile in April, the system displays net pay for January, February and March.

• Click Net Pay Data Hyperlink to view the pay details of the login employee.

Widget: My Project Booking

• Click “My Schedule” link to view the Monthly summary. Link to the attendance report system of the logged in employee is also available in the link.

• The system displays the current or system date.

• The system shows the booked and standard hours. Booked Hours shows the number of hours booked by the employee for the day. Standard Hours shows the number of hours expected to be booked for the day.

• Click “+Book Time” link to book the time for the day.

Note: On click of book time, the system throws an error message:

1.     If the logged in employee is not allocated to any project as on system date.

2.     If the logged in employee is allocated to project, but there is no activities or tasks are assigned as on system date

The system displays the following details.

• Click “Manage Time” link to create / edit / delete the project time booking details.

Widget: My Loan

The following details are displayed:

•   Click the Status hyperlinks (Pending, Authorized or Sanctioned) to navigate to 'Loan Details' popup.