Module
Employee Self Service
Your own time, leave, pay, benefits, details and documents, in one place — and, for a manager, what your team has asked for. Everything here is about the person signed in.
4 groups · 4 sections · 38 screens
Me
Everything about you that you can see and do yourself.
WorkspaceMy WorkspaceYour time, leave, pay, benefits, details, dependents, documents, onboarding and leaving, as cards.OpenWorkspaceMy ClockClock in and out, start and end a break, say where you are, and ask for a missed punch to be put right.OpenWorkspaceMy TimeYour timesheets: hours or clock in and out, sent to your manager for approval.OpenWorkspaceMy LeaveWhat you have left, what you have asked for, and asking for more.OpenWorkspaceMy PayYour payslips, line by line, and as a PDF to keep.OpenWorkspaceMy Tax FormsYour Form 1095-C: the health coverage offered to you, month by month, to keep with your tax records.OpenWorkspaceMy BenefitsYour cover, and choosing it during open enrollment or after a life event.OpenWorkspaceMy DetailsYour address, phone, emergency contact and bank account. Address and bank changes are reviewed by HR.OpenWorkspaceMy Bank AccountsThe accounts your pay goes to, and asking for a change. HR approves it; it is paid from the next pay period.OpenWorkspaceMy DependentsThe people your benefits can cover.OpenWorkspaceMy DocumentsYour HR documents and letters, and the ones HR is waiting for from you.OpenWorkspaceMy OnboardingWhat you have to do before and after you start: forms, documents, acknowledgements.OpenReportMy LearningThe courses you are on, when each is due, and what you have completed. Start a course, finish a self-paced one, evaluate a completed one, or register for a session (and cancel it).OpenReportMy Certifications & LicensesWhat you hold and when it expires. Add one and HR verifies it; you are reminded before anything lapses.OpenReportMy SkillsYour skills and their levels, and what your job requires. Assess yourself; a level verified by a course, a certificate or your manager is changed by your manager.OpenReportMy GoalsYour goals, what each is aligned to, and their check-ins. Check in at your cycle’s cadence.OpenReportMy ReviewsYour performance reviews: your self review when it is your turn, and the review shared with you to acknowledge.OpenReportMy DevelopmentYour development plans and their actions. A course action closes when the course is completed.OpenReportInternal JobsJobs open in the company -- internal postings and those on the public careers site. Apply in one press: your application goes to the recruiting team, not to your manager.OpenWorkspaceLeavingGiving notice, what has to happen before you go, your final settlement and the exit interview.OpenWorkspaceMy W-4Your federal withholding: see what is on file, and fill in and sign a new Form W-4. It takes effect from your next pay period.OpenWorkspaceMy I-9Form I-9 Section 1, by your first day: your citizenship or immigration status, signed online. And any E-Verify notice for you.OpenWorkspaceMy FMLA LeaveFamily and Medical Leave: whether you are eligible, how many hours you have left, and asking for leave.Open
My Team
What your team is waiting for you to decide.
My Team
6What the people who report to you are waiting for you to decide, and their learning, goals, reviews and skills.
ReportTeam ApprovalsTimesheets, leave, notice and performance review steps from the people who report to you, waiting for your decision.OpenWorkspaceTeam StatusWho in your team is in, on a break or out, their missed punches, and corrections waiting for you.OpenReportTeam LearningThe training of the people who report to you: what is due, what is overdue, who is compliant. Enrol one of them on a course.OpenReportTeam GoalsYour team’s goals and check-ins: who is behind on the cadence, and the latest update to answer.OpenReportTeam ReviewsPerformance reviews of the people who report to you. At the manager review, rate and submit; it goes on to the next step.OpenReportTeam SkillsYour team’s skills against what their jobs require. Assess a level to verify it.Open
HR
Reviewing and configuring self service.
ViewChange RequestsChanges of address and bank account employees have asked for. Nothing is applied until it is approved here; account numbers show their last four only.OpenReportDirect-Deposit ChangesChanges of bank accounts employees (or HR for them) asked for, masked to the last four. Approved, a change is paid from the next pay period; nobody decides their own.OpenViewExit InterviewsWhat leavers said. Confidential: read by HR, never shown to the manager.OpenReportExit ReasonsWhy people leave, added up from the exit interviews they completed.OpenRecordsExit QuestionnairesThe questions a leaver is asked. The default one is used when a resignation is accepted.OpenRecordsExit QuestionsOne question of a questionnaire. Mark the one whose answer is the reason for leaving, so the report can count it.OpenRecordsChecklist Template TasksThe tasks an onboarding or offboarding checklist is raised with: who does each, and when, relative to the start or last day.Open
Reporting
The catalog over this module’s records.
ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.OpenReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open