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How To Guide Employee Central for Line Manager

How to Guide Employee Central

For Line ManagersVersion 1_15/12/2014

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How To Guide Employee Central for Line Manager

Table of contents

‘Employee Files’: presentation p.3

Navigation principles p.4

Points of reference p.4

Your C&me homepage p.5

Using the search features p.6

Section 1: Public Profile p.7

Section 2: Personal Information p.8

Section 3: Employment Information p.9

Focus : request an organisational unit or line manager transfer p.10

Section 4: Performance History p.11

Section 5: Mini CV p.12

Dashboards and reports p.13

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How To Guide Employee Central for Line Manager

‘Employee Files’: presentation

Your ‘to-do list’

Check your ‘Pending Requests’ & complete them if needed sl.4Print your team member’s Mini CV before the interview sl.12

This How To Guide aims to give you details on available features and actions you will

perform on ‘Employee Files’.

You can also use the How To Guide Appraisal and the How To Guide Learning

Management System to help you make the most of C&me. Take a look at the other available

resources on the final slide of this presentation.

Each employee can access the tool through a unique profile ; depending on their role and responsibilities within the

organisation, specific rights are assigned to that profile, meaning that all expected actions (doing your own self-

assessment, validating your team members’ appraisal forms, requesting a manager transfer…) can be completed from

the very same environment .

Thanks to specific workflows , you will now be involved in the whole employee’s lifecycle: hiring,

onboarding, performance…

‘Employee Files’ is a part of your Human Resources Information System (HRIS) supporting

you, your team members and the HR managers in driving employees’ careers. This section

brings together hiring, job, remuneration and personal data in one primary location.

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How To Guide Employee Central for Line Manager

Navigation principles (1/3)Points of reference

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Header menu SearchUser Menu

Portlet

Employee Files menu

In this How To Guide, we use 7 specific words (see below) to give you points of reference. They aim to facilitate your

navigation on C&me; so take a look at them and feel free to skip back to this slide if you feel lost!

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How To Guide Employee Central for Line Manager

Navigation principles (2/3)Your C&me homepage

Use the portlet to add direct links and quickly access the sections/pages you use the most. To do it, click on .

To access your full profile (job information, personal information, etc.), click either on ‘Employee Files’ in your header menu, or on

and then ‘Public Profile’ in the ‘My Info’ portlet.

Access other employees’ profiles by using the search engine (see ).

Access your team members’ profiles using the ‘My Team’ portlet.

Keep your objective plan up-to-date through the ‘My Objectives’ portlet.

Some appraisal-related dashboards are available from your homepage. You can click on it to get more information.

You can customise your C&me homepage, add or remove portlets, by clicking on . You can also reorganise the portlets by

dragging and dropping them.

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How To Guide Employee Central for Line Manager

Navigation principles (3/3)Using the search features

Use the search engine to quickly access the public profiles of all employees.

Type the first letters of the first name or last name. The search engine suggests all the profiles that match with your entry.

Mouse over the names to make the associated business card appear.

From your Employee File, click on your name to access the list of your managers, peers and direct subordinates. Click on their names

to access their public profiles.

Feel free to use the search engine located at the top of the list to search for other colleagues.

From the header menu, click on ‘Org Chart’, then ‘Directory’. By clicking on ‘Advanced Search’, you can search for colleagues using

criteria. You can access this advanced search with the search engine too, by clicking on .3

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How To Guide Employee Central for Line Manager

Section 1: Public Profile

The ‘Public Profile’ is the place where you can find the main information for your team member:

All public profiles are open to the whole organisation.

Click on in the ‘Org Chart’ to access your team members’ full hierarchical lines; you should see yourself, as their manager,

but you should see also their team members if they also manage a team (see ).2

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� Name

� Profile picture

� Job code

� Phone number

� Location

� Company

� Time zone

� Organisational unit

� Division

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How To Guide Employee Central for Line Manager

Section 2: Personal Information

In the Employee Files menu, click on ‘Personal Information’.

This section shows your team member’s main personal information:

1� Gender

� Nationalities

� Native preferred language

� Names

� Email address

� Phone numbers

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How To Guide Employee Central for Line Manager

Section 3: Employment Information

In the Employee Files menu, click on ‘Employment Information’.

This section gives you access to the ‘Job Information’ and ‘Job Relationship’ portlets:

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� Start date

� Legal entity

� Division

� Org unit

� Contract location

� Office location

� Line manager

� Job code

� Job title

� Employment type

� Probation period end date

� Planned contract end date

� Trial period end date

� Renewed trial period date

� Achievement bonus end date

� & local-specific fields

1• Job Family: area of expertise,

domain in which you work

• Job Code: An associated job is

a set of individual working

positions related by their

purpose and common

activities

• Job Title: corresponds to a

one working individual

position.

• Job Family: area of expertise,

domain in which you work

• Job Code: An associated job is

a set of individual working

positions related by their

purpose and common

activities

• Job Title: corresponds to a

one working individual

position.

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How To Guide Employee Central for Line Manager

Focus: requesting an organisational unit or a line manager transfer

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Navigate to the employee’s profile and select ‘Employment Information’ from the Employee Files menu.

Under , click on ‘Change Job and Compensation Info’.

Select the ‘Job Information’ check box, and then choose the date of effect for changes.

If you request a change to another organisational unit, and need to change a Line manager, choose the Event ‘Transfer’ then the

Event Reason ‘Organisational Change’ through the drop-down menu.

If you need to request only a change of Line manager, choose the Event ‘Data Change’ then the Event Reason ‘Line Manager Change

Only’ through the drop-down menu.

Once done, you can check and modify the organisational unit and/or the line manager.

Then, click on .

A pop-up appears, showing the Workflow Participants – no change will appear on the Employee File until all approvals have been

completed. A notification is sent to approvers as soon as you click on .

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If for some reason, one of your team members is assigned to another line manager or moves to another organisational unit,

you can ask for the modification in C&me yourself.

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How To Guide Employee Central for Line Manager

Section 4: Performance History

In the Employee Files menu, click on ‘Performance History’.

The Performance History is composed of 5 portlets. It gathers all of the information related to performance (appraisal outputs,

objectives and competency ratings) in a single place . The information is retrieved automatically from the ‘Performance’ section and

from appraisal forms and objectives plans. From here, you can access former appraisal forms.

You can access the scorecards of your direct team members but also of your N-2, N-3, etc.

If you want to see the employee’s performance progress, click on .

Before an interview, click on ‘Take Actions’, then ‘Print/PDF’ to get the full Performance History of your team member.

Access former appraisal forms within the ‘Performance History Files’, to get all of the relevant information on your employee.

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How To Guide Employee Central for Line Manager

Personal Information

Internal Job History

Recap of the changes brought to the employee’s Job

Info

Previous internal Job History (SEXTANT)

Former job positions within the organization

Previous Employment (before CMA CGM Group)

Former companies

Formal Education

Diplomas

Learning History

Training sessions

Career Aspirations

Geographic Mobility

Certifications / Licenses

All business or generic licenses

Languages

Expertise

Your skills and knowledge fields

Section 5: Mini CV

In the Employee Files menu, click on ‘Mini CV’.

The Mini CV is composed of 11 portlets, all either automatically filled in or filled in by the employee. It gathers all information related

to your team member’s career: former experience, education, skills, etc., in a single place.

You can access the Mini CVs of your direct team members but also of your N-2, N-3, etc.

Click on ‘Take Actions’, then ‘Print/PDF’ to get the resume of your team member.

Take a look at the various portlets of the Mini CV.

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How To Guide Employee Central for Line Manager

Some dashboards are available only from your homepage:

- Performance Form Status: distribution of the appraisal forms by status (manager’s assessment, employee sign-off, etc.)

- Competencies Team Average: average ratings by competency

Click on the chart to enlarge it, and click again on a colour to get a detailed list (see ).

You may need to use filters to specify your dashboard. To do it, click on ‘Filters’ (see ).

You can use 3 filters:

- ‘Report Type’: you can select different types of reports.

- ‘Starting From’: you can choose the specific team member’s data.

- ‘Levels’: you can decide to see only data related to specific levels of your management line (level 2, 3,…).

Don’t forget to click on .

Dashboards (1/2)Keep an eye on progress of the appraisal process

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How To Guide Employee Central for Line Manager

Additional dashboards are available when you click on ‘Reports’ (in the header).

Click on to display all the dashboards on the same screen.

You can see all the reports available in your Dashboard group.

- Average Competencies Ratings: between all your team members

- Forms Overdue: number of forms on time and late for the current step of the process

- Form Status Grouped by WF: number of forms by status

- Performance Rating Distribution: number of employees by appraisal

By clicking on a colour/data, you get a detailed list at the bottom of the screen – click on ‘Document ID’ to access the form.

Here again, you can apply some filters, by clicking on .

You can also filter the data by division, department, and location.

Dashboards (2/2)Follow up the appraisal process closely

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How To Guide Employee Central for Line Manager

Other available resources:

• How to Guide Appraisal

• Tips & Tricks Appraisal

• Tips & Tricks Employee Central

cme-support@cma-cgm.com (available from January 2015)

Any issues :