Portal User Manual All Modules

7/23/2019 Portal User Manual All Modules

http://slidepdf.com/reader/full/portal-user-manual-all-modules 1/43

SAP Business One

PLEDGE User Manual for

Employee Self Service Portal

Prepared by:



SAP Business One PLEDGE User Manual

Disclaimer

Permission is not granted to copy, distribute, and/or modify the documents under the

terms of the NDA, except the intended recipients according to the agreement between

Altura and PLEDGE partner this ersion published by Altura !onsulting Pt Limited"

opyri!"ts and #rademar$s

!opyright #$%&" Altura !onsulting Pt" Ltd" All rights resered"

#able of ontents'eriew of Employee (elf (erice Portal""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""")

Login Page"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""*

#




+nbox"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""

-as.s""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""

Leae Details"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""

Noti0cations""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 1

Personal Details"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %$Personal +nformation"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %$

'rgani2ational Details""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""%%

3amily Details"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %#

Address 4 !ommunication"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""%&

!ommunication""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""%5

Preious Employer"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""%)

6an. Details""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %*

7uali0cation""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %

Educational"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %

Asset 8egister Details"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" %1

Leae 9anagement"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""#$

Absence""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #$

Add 8e:uest""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""#%

;alf Day Leaes"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" ##

8emar.s"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #&

Attendance"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #5

7uota 'eriew""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #)

-ime (tatement""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #*

Leae !alendar"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #

-ime (heet 9anagement 9odule""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""#

-ime (heet 9anagement 'eriew"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" #1

9asters"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &$

!ustomers"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &%

Pro<ects"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &&

-as.s"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &)Assign -as.s to Pro<ects""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &

Assign Pro<ects to =sers""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &

8eports"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" &1

-rac. 9y -ime"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5$

>ee. ?iew""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5#

Day ?iew"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5#

&




8eports"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5&

!ompany""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 55

Grieance""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 55

9edical 8ecords""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5)

+nsurance""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5)Disciplinary Action""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5*

-rael and Expense""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5

-rael 'eriew""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5

Expense 'eriew""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5

!reate -rael Plan"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 5

!reate -rael 8e:uest"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" 51

!reate Expense 8e:uest"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )$

;elp Des."""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""")%

(erice 8e:uest""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )%

3A7@s"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )#

3A7@s List""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )#

6oo. !onference 8oom"""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )&

Performance 9anagement (ystem""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" ))

Performance Appraisal""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" ))

Planning (tage""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )

8eiew (tage""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" )1

3inal (tage""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" *$ -raining""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" *%

Overvie% of Employee Self Service Portal

-he Employee (elf (erice Portal allows employees to log in to a secure website to iew their

personal and professional details and also to apply for leaes and attendance"

Menu Options

5




-he following is a brief description of the 9enu 'ptions found on the main screen of the

employee

Lo!in Pa!e

-his is the main page where the employee can login using their Employee +D and uni:ue

password"

&nbo'

-he +nbox is the section where the employees can access their respectie -as.s andNoti0cations"

Personal Details

-his section displays the personal details related to the employee"

Leave Mana!ement

-he employee can use this section to apply leaes, attendance, chec. aailable leae :uota andalso access their holiday calendar for that particular year"

#ime S"eet Mana!ement

ompany

-his is the module where the user can access details li.e 9edical 8ecords, +nsurance details,8aise Grieances and access the disciplinary records if any"

#ravel and E'penses

-his is the module where the user can create trael re:uests, create -rael Plans, and create

Expense re:uests"

(elp Des$

-his is the module where the employees can raise any (erice 8e:uests, 6oo. !onference 8oom,and create/read 3A7@s"

Performance Mana!ement

-his is the module where the users can perform Performance Appraisal once the appraisadocument is generated by the ;8"

#rainin!

-his is the module where the users can access the trainings that are scheduled by the -rainingdepartment and apply for the same"

Lo!in Pa!e

)




-o Login in to the E(( Portal the employee has to clic. the lin. proided and then the employee

need to enter their Login credentials and then the employee will be logged in to the portal" -he

below is the inbox page of the Portal"

&nbo'

*




-he +nbox is the section where the employee can access their respectie -as.s and Noti0cations

-as.s is an actiity to which the user has to react to and noti0cation as the name suggests are

for readonly purpose and the user cannot react to the same

#as$s

-as.s indicate all the Leae applications and address changes etc related to the employee" -he

employee can iew and cancel the leae applications from the -as.s section and also can chec.

the oerall status of their application" At the same time the managers can Approe/8e<ect

employee leae applications from this screen"

Leave Details




>hen an employee clic.s on the Leae Application, the following screen appears" Employees can

reiew their leae application in this screenB this screen contains all the details of the leae

re:uest raised by them" -he employee has the option to cancel the leae application by clic.ing

on the ancel )e*uest button and the leae will be cancelled and the status of that particular

leae application will be changed to +ancelled,"

-oti.cations




Noti0cations related to the employee leae re:uest will be displayed in this section" -hese

noti0cations are for read only purpose and cannot be editable" -hese noti0cations can be

iewed in detail by clic.ing on the Noti0cation (ub<ect" No action is re:uired as these

noti0cations are for 3C+ purpose only"

Personal Details

-his section displays the personal details related to the employee as per the ;8 records"

1




Personal &nformation

As the name suggests, this section displays all the personal information related to the employees

li.e Name, Age, and Gender, 9arital (tatus etc" -his section is noneditable and will open in read

only mode" +f the employee wants to change any of these details, they need to contact the ;8"

Or!ani/ational Details

-his section displays 'rgani2ational Details related to the employees, li.e !ompany Name, Area,

(ub Area, Diision, (ub Diision etc"

%$




0amily Details

-his section displays the 3amily Details of the employees as per the ;8 records" -hese details

will open in read only mode and cannot be editable by the employee" -o add/edit these details

the employee needs to contact the ;8 department"

%%




Address 1 ommunication

-his section will store the Address and !ommunication details of the employees" -his section is

dynamic and can be editable by the employees"

-o change the current details, the employee should clic. on ED&# button and enter the respectie

details and then clic. on the SA2E button" -he same details will be saed and will be updated to

the ;8 department" -he same way employees can change the -emporary, 9ailing and

Emergency address details accordingly"

%#




ommunication

-his section displays the communication details related to the employeesB again this is also adynamic section which can be edited by the employees"

-o change the current details, the employee should clic. on ED&# button and enter the respectie

details and then clic. on the SA2E button" -he same details will be saed and will be updated to

the ;8 department"

%&




Previous Employer

-his section displays the preious employer details of the employee if any" -o iew the completedetails <ust clic. on the document and it will display the complete details as the screenshot below

%5




Ban$ Details

-his section displays the ban. details of the employees" +f the employee wants to change any of

these detail, they need to contact the ;8 department"

%)




3uali.cation

-his section displays the :uali0cation details Fif any of the employee"

%*




Educational

-his section displays the educational details of the employee"

%




Asset )e!ister Details

-his section displays the Asset details of the employee if issued any"

%




Leave Mana!ement

-he employee can use this section to apply for leaes, chec. leae balances and the managers

can chec. the monthly leae status of employees reporting to them" -he below is the process

Absence

%1




-o boo. a leae, clic. on Leae 9anagement Absence Add 8e:uest and the following screen

appears

Add )e*uest

>hen employee clic.s on the add re:uest, the following screen will appear" ;ere the employee

has the option to select the absence type by clic.ing on the drop down list" All the leae types

related to the employees will be displayed oer here and the employee can select the

appropriate leae type accordingly"

#$




After selecting the Absence -ype, the employee has to select the Absence (tart date and End

dateB this can be done by clic.ing on the !alendar button which will display the current month@s

calendar" -he system is designed in such a way that it will automatically ignore the holidays

declared and the wee.ends and will calculate the no"of absence days accordingly" -he employee

has option to cancel the leae re:uest at any time of application by clic.ing on the ance

button"

#%




(alf Day Leaves

+f the employee wants to aail only one half day leae then the Absence (tart date and Absence

End date should be the same, and the employee has to select the !hec. 6ox beside ;alf DayLeae" 'nce this chec. box is selected the system will understand that this is a half day leae

and will calculate the no"of absence days accordingly as $")

)emar$s

Now the employee can enter the reason for the leae by entering the same in the )emar$s box"

After entering all the details the employee should select the Send )e*uest button and the leae

application will be sent to the appropriate manager"

##




Attendance

+f the employee/manager is not physically present in the oHce but is performing the duties from

other location, then the employee can capture the details from this section" -his maybe training

session, client isits, seminars etc"

#&




-o boo. an attendance select the Attendance -ype, (tart Date, End Date and enter the reason in

the Purpose box, now clic. on the (end 8e:uest" -he same details will be shared with the ;8

department"

3uota Overvie%

#5




-his section displays the Absence and Attendance 7uotas aailable to the employees" -he

employees can chec. their total Amount of 7uota, =sed 7uota, and the total aailable balance

including the no"of carried forward days etc" -he screen shot is as below

#ime Statement

+n this section the users can access their information related to their wor. shift"

#)




Leave alendar

3rom this section the 9anagers can access the leae details month wise of their employees" All

approed leaes are colour coded to Green" -he managers can use this section to plan the leaes

#*




of their department accordingly" -hey can also browse through the diIerent month by selecting

the month from the dropdown list"

ompany

-his is the module where the user can access details li.e 9edical 8ecords, +nsurance details,

8aise Grieances and access the disciplinary records if any"

#




Grievance

-he user can raise grieance through the portal using this module, to raise a grieance, the

employee has to select !ompany J Grieance, Add New and the following dialog box opens in the

window

;ere the user can select the appropriate details regarding the Grieance li.e Grieance -ype,

8eason for raising the Grieance, Date, Arbitration 8e:uired or not, (uperisor name and the ;8

!ontact person and clic. on (ae" 'nce these details are saed, the re:uest will be sent to the

;8 9anager and the remaining process ta.es place oKine"

Medical )ecords

#




-his section will display the 9edical records of the employee, if they are captured by the ;8

department" -hese details can only be iewed by the employee and they cannot ma.e any

changes to them"

&nsurance

-his section will display the +nsurance records of the employee, if they are captured by the ;8

department" -hese details can only be iewed by the employee and they cannot ma.e any

changes to them" -his screen will also display the 6ene0ciary details of the insurance along with

the Percentage of Nomination etc"

#1




Disciplinary Action

-his section will display the Disciplinary Action records of the employee, if any, and are captured

by the ;8 department" -hese details can only be iewed by the employee and they cannot ma.e

any changes to them"

-his screen will also display the complete action ta.en against the employee along with the

penalty amount if any" 'ther details li.e oIence description and Disciplinary action ta.en will

also be displayed in this screen"

&$




#ravel and E'pense

-his is the module where the user can create trael re:uests, create -rael Plans, and create

Expense re:uests"

#ravel Overvie%

As the name suggests, this module gies an oeriew of all the -rael 8e:uests raised, and the

user can ma.e any !hanges, Delete re:uests and also create expense re:uests"

-o ma.e any changes to the existing -rael 8e:uest, the user has to select the record and thenclic. on the appropriate button, for example if the employee wants to ma.e changes to the trae

re:uest, they need to select the re:uest 0rst, and then clic. on the !hange -rael 8e:uest button

and the screen will open in editable mode for the employees to ma.e any changes in the same"

E'pense Overvie%

As the name suggests, this module gies an oeriew of all the Expense re:uests raised by the

employee which are lin.ed to their trael re:uests" -he employee can either ?iew/Print their

expense re:uests, Add new re:uests, or !hange/Delete existing re:uests

-o ma.e any changes to the existing Expense 8e:uest, the user has to select the record and then

clic. on the appropriate button, for example if the employee wants to ma.e changes to the

Expense 8e:uest, they need to select the appropriate re:uest 0rst from the list, and then clic. on

the !hange button and the screen will open in editable mode for the employees to ma.e any

changes in the same"

'nce the changes are made, the employee can now sae the changes by clic.ing on the sae

button"

&%




reate #ravel Plan

-his module can be used by the employee to create any -rael Plans and submit the same for

approal to their approing authority" -o create a new -rael Plan, clic. on the -rael Plan tab and

the following screen appears" ;ere the user can capture all the details related to their trael and

clic. on (ubmit 8e:uest"

&#




reate #ravel )e*uest

-his is the module where the user can create -rael 8e:uest and send to the approal authority

for approal" -he user has to 0ll up the form and clic. on (ubmit to send the re:uest to the

approal authority"

&&




reate E'pense )e*uest

'nce the trael is completed by the employee, the employee can submit their expense re:uests

ia portal using this screen" -here is also an option for the employee to submit scanned copies of

the expense receipts ia portal using the upload option" 'nce the form is 0lled up by the

employee they need to clic. on (ubmit Expense 8e:uest to send the expense re:uest to the

approal authority"

&5




Performance Mana!ement System

Performance Appraisal

'nce the performance appraisal process is initiated by the ;8, the appraisal document will be

aailable to all the employees based on their designation in their Employee (elf(erice Portal" -o

open the appraisal document, clic. on Performance Appraisal module and under team

applications clic. on your name FEmployee Name and the document will open in a new tab"

-he same way, the managers hae to clic. on -eam Applications to access the appraisaldocuments of employees reporting directly to them to perform planning and rating"

&)




-he appraisal process has & diIerent stages

% Planning (tage# 8eiew (tage& 3inal (tage

Plannin! Sta!e: Employees and 9anagers can plan their appraisal document in this stage, i"e"employees can describe their 8A@s/P+@s, :uestions etc" and can also add additional 8A@s/P+@s,:uestions etc" so it basically means that all the participants can plan the appraisal document ofthe employee"

)evie% Sta!e: 'nce the planning of the appraisal document is completed, the document will

now be sent to employee in 8eiew stage, 8eiew stage is nothing but the mindyear reiew,where the employee can start selfrating on all attributes and the same way when the documentis sent to the manager, the manager can perform rating to employee"

0inal Sta!e: 'nce the reiew stage is completed, the employee and manager can perform 0nalrating for the whole appraisal period"

'nce the document is opened in new tab, you will 5 diIerent sections in the document"

%" Performance Appraisal ;eader Details

&*




#" Appraisal Details in the Phase&" !omments5" Details FAppraisal Document

Performance Appraisal Header Details

-his header section contains the appraisal details li.e

Appraisal #ype J Appraisal type whether it is an Annual Appraisal or 9idCear appraisal etc" will

be displayed here"

Appraisal Start Date J (tart Date of Appraisal Period will be displayed here"

Appraisal End Date J End Date of the Appraisal Period will be displayed here"

Appraisee -ame J Employee Name will be displayed here"

Appraisal Status J (tatus of the appraisal document will be displayed here FExM Planning,

8eiew etc"&




Sub Status J >here the document is located will be displayed here FExM PlanningEmployee,

Planning9anager etc"

Appraisee ode J Employee +D will be displayed here

0inal )atin! J 3inal rating of the employee for the appraisal period, once all the reiews are

completed will be displayed here"

Appraisal Details in the Phase

All the participants@ details along with their proposed ratings and 3inal !omments will be

displayed here"

Comments

!omments can be captured here by the employee and manager while moing the document to 4

fro"

Details

-his is the section of the appraisal document, where the employee and manager can performPlanning and 8eiew of the appraisal document" Place the cursor on any of the module and apopup will open in the right hand side with the diIerent phases that are applicable li.e Planning4 8eiew F7uarter%, 7uarter# etc"

&




Plannin! Sta!e

>hen the appraisal document is opened in Planning (tage, Employees and 9anagers can planthe appraisal document, i"e" employees can describe their 8A@s/P+@s under the text box

proided below the name, :uestions etc" and can also add additional 8A@s/P+@s, :uestions etc"

so, it basically means that all the participants can plan the appraisal document of the employee"

-o add a new or additional 8A/P+, open the document in Planning (tage and clic. on ADD

8A/P+ button and the employee can 0ll up the form and clic. on (A?E to add the new 8A/P+"

(ame way, employees can add :uestions, deelopment need, training needs, and attachments"

)evie% Sta!e

>hen ;8 approes the appraisal document, the document will now change from Planning to8eiew stage, so once the employee logsin to the portal the document can be opened in the8eiew stage where the employee can start selfrating on all attributes and the same way when

&1




the document is sent to the manager, the manager can perform rating to employee" +n reiewstage employee and manager can only proide ratings to 8A/P+@s and <usti0cation to the sameunder the rating proided"

(o to start the selfrating, employee can login in to the portal, and place the cursor on the8A/P+ module, clic. on 7uarter% for selfrating for 7uarter%" 'nce the rating is completed, to

sae the document by clic.ing on the (ae button, and to send the document to the Line9anager clic. on 7uarter% Line 9anager button" Now when managers logsin in to the portalthey can proide rating to the employee the same way by clic.ing on 8A/P+ 7uarter% andunder manager name, they can proide the rating and <usti0cation for the same"

3rom the screenshot below, it can be seen how the managers can proide the ratings to the

employee based on their 8A/P+@s" -he same way, employee and managers can proideanswers to :uestions etc"

5$




'nce the appraisal process for the whole year is completed i"e" the appraisal rating for all 57uarters is completed, the 0nal rating will be calculated as per the policy of the company andwill be displayed to all the participants under the Performance Appraisal ;eader section"

0inal Sta!e

'nce the reiew stage is completed, the employee and manager can perform 0nal rating for thewhole appraisal period" -his period is called as the 3inal (tage, now once the rating in the 0nalstage is completed by the manager and employee the 0nal rating of the employee will be

calculated, based on the formula and ratings proided by the participants"

5%




#rainin!

-his is the module where the users can access the trainings that are scheduled by the -raining

department and apply for the same" -he below is the screenshot for the accessing the training

module

'nce any training is planned by the -raining Department, the employee can select the

appropriate training type from the training list or catalogue and the following screen appears

with the complete details of the training selected

5#




3rom the aboe screen, the user can access all the details related to the training type selected

li.e status of the training, pricing details, trainer details and any other additional remar.s

mentioned" -here is also an option for the user to apply for the same by clic.ing on the Apply

button" 'nce applied, the information will be sent to the appropriate manager"

Date post:	18-Feb-2018
Category:	Documents
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