Manager Self-ServiceManager Self-Service

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Key TerminologyPortal A site that functions as a point of access to information on the

web. SAP will be accessed through the BRITE portal.

Interactive Form (iForm)

An electronic form within SAP used to request an HR Action. Becomes part of employee’s record. (Adobe Acrobat Reader software required.)

Human Resource Action Processor (HRAP)

Replaces the ZPAF processor. The HRAP will initiate the iForms and access employee data.

Employee Self-Service (ESS)

Workplace for employees to view personal information and request changes.

Business Intelligence (BI)

Repository of SAP information for the purpose of reporting.

iViews Snapshot of specific pieces of employee information.

Universal Worklist (UWL)

Replaces former SAP inbox. The UWL contains the HR Actions requiring manager’s approval and/or any notifications of other actions pertaining to the manager’s employees.

SAP 4.6b Broward’s legacy system that contains the history and data from 2001-2007.

SAP ECC Broward’s Finance, Human Resource, Payroll and Professional Development System. Employee master data is maintained beginning 2008; however, some historical data was converted.

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Agenda

Unit

One: Introduction to Manager Self-Service (MSS)

Two: Reviewing HR Actions & Navigating the Universal Worklist (UWL)

Three: Substitution Rule

Four: Delegate

Five: Manager Self Service Functionality: Work Overview & Team

Six: Display Employee General Information

Seven: Display Personnel Development Information

Eight: Display Education and Instructional Information (Certification, Duty Assignment, & Out-of-field)

Nine: Display Salary Information & Date Specifications

Ten: Performance Management

Eleven: Development Plans

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Review the Go-live Kit:

Getting your computer ready?

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1

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Getting your computer ready?

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Unit One: Introduction toUnit One: Introduction toManager Self-Service (MSS)Manager Self-Service (MSS)

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Manager Self-Service (MSS) Roll-outHR Action Approval via Home UWL

July 2008

View Employee Data July 2008

Out-of-field Process Fall 2008 in conjunction with current process

Employee Appraisals Pilot 2008-09

All 2009-2010

Professional Growth Plans Pilot 2008-09

All 2009-2010

Development Plans Fall 2008

Time Approval January 2009 (tentative)

On-line Vacation & SPR Request January 2009 (tentative)

On-line Reappointment Process March 2009

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What is Manager Self-Service (MSS)?

On-line tool to allow administrators to manage their staff

Accessible anywhere with internet access

One –stop shopping for administrators to obtain information about their employees

Tool for performing their management tasks (e.g., employee appraisals)

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MSS Roles

The MSS role will be assigned to administrators who are a “chief” of an org unit: School Based Administrators: Principals District Based Administrators: based on the

organizational chart Delegates assigned for an administrators long term

absence.

MSS will be rolled out to additional administrators after SAP go-live: Assistant Principals, Managers, Supervisors, etc. SAP Support will work with the individual locations to

determine which staff should have MSS

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Unit Two:Unit Two:Reviewing Forms for ApprovalReviewing Forms for Approval

Navigating the UWL – Navigating the UWL – Universal WorklistUniversal Worklist

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MSS & SAP Process Flow

Start

HRAP

Initiatesi-Form;

attaches required docs to the on-line

action

Principal/Director

(MSS Role)

Reviews Information in

UWL

Approve

Action

Information is Executed in

SAP

Finish

HRAP &Employee

Receives notification

HRIS/Staffing/Budget

Information is Executed in

SAP

OrOr

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Process Execution

Actions executed immediately upon approval by Administrator:

Additional positions (with certain exceptions)

Supplements One-time (additional)

payments

Executed after HRAP processes, Administrator receives notification

Separation of employment (voluntary, i.e. personal resignation)

Actions executed by the appropriate department upon approval by Administrator (identified department) :

Remaining Additional positions (Staffing, Sub Central, HRIS)

Change in pay (HRIS) Demotion (HRIS) Reassignment (HRIS) Transfer (HRIS) Working while on leave (HRIS) Return from leave (HRIS) Create position (ABA, Grants) Maintain position (ABA, Grants) Sick leave budget (ABA, Grants) Termination (involuntary, i.e.,

abandonment of position) (Staffing)

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Reviewing HR Action FormsUse the Home – Universal Worklist (UWL)

Do not use the UWL under the MSS tab

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Reviewing HR Forms: Tasks

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3

1

Do not use these buttons4

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HR Action Forms: Review the HR Action Form

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3

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Reviewing the Form: HR Action Notes

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1

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Approving the HR Action Form

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3

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These forms will appear different than the one reviewed: Position Request From – Create & Maintain

Will caution approver to save prior to approving. The HRAP person should have saved. Approver can save the form or continue by approving.

Supplements

One time payments

Approving Other Forms

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Demonstration

Simulation are available on the BRITE Portal by clicking Training>Online Library, then click the simulations button shown below, or go directly to:

http://www.broward.k12.fl.us/erpdb/brite/onlinelibrary/sims/index.html

Or Log into the BRITE Training Portal to practice

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2

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Unit Three:Unit Three:Substitution RulesSubstitution Rules

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Substitute Rule

This feature is used when an administrator will be temporary unavailable (e.g., vacation).

Gives another administrator access to the administrators Universal Worklist (UWL) for the substitute to approve HR Actions.

Can have more than one substitute.

Access is given by the Current Administrator creating a substitute on-line from their UWL.

This does not give the substitute access to Manager Self Service (MSS). It only gives them access to your UWL using their sign-on.

The current administrator will still be able to view tasks and notifications even though they appear in the substitutes UWL.

Once the Substitute approves an item, the item will be removed from the administrator’s task list.

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Designate Substitute1

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Designate Substitute

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Designate Substitute

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Designate Substitute

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1

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Designate Substitute

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Unit Four:Unit Four:Delegate Delegate

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Delegate

This feature is used when a vacancy exist or an administrator is absent for an indefinite time period

Gives another administrator access to view and complete tasks in the administrators org unit (i.e. employee appraisals, view employee data, etc.)

Access is granted by supervisor submitting a security form to BRITE Security

Delegate will receive the MSS tab & functionality for that org unit

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Unit Five:Unit Five:Manager Self Service FunctionalityManager Self Service Functionality

Work Overview & Team Work Overview & Team

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Navigating MSS

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Attendance Overview

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4b

4a

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Reminder of Dates

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Navigating the BRITE Portal – MSS

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Coming soon

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Unit Six:Unit Six:Display Employee Display Employee

General InformationGeneral Information

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Display Employee Information

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Employee iViews: Organizational Assignments

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Monitoring of tasks Company Property

Personal Data

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General Information: Absence Days

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Unit Seven:Unit Seven:Personnel Personnel

Development InformationDevelopment Information

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Personnel Development

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Personnel Development: Training Activities

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Unit Eight:Unit Eight:

Display Education & Display Education & Instructional InformationInstructional Information

Certification, Duty Assignment, Out of fieldCertification, Duty Assignment, Out of field

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Education

Certifications

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Duty Assignment

Out of Field

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Unit Nine:Unit Nine:

Display Salary Information & Display Salary Information & Date SpecificationsDate Specifications

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Salary Information: Date Specifications

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Salary Information: One Time Payment and Deduction

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Unit Ten:Unit Ten:Performance ManagementPerformance Management

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Performance Management

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Professional Growth Plans (PGPs)

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Unit Eleven:Unit Eleven:

Development PlansDevelopment Plans

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Individual Development Plan (IDP)

This employee has 3 development plans:

2 courses are required for the Leadership Dev –Level 1 Model