Department Administrator Self-Service (Main Menu)

Department Administrator Self-Service (Main Menu)


Department Administrator Main Menu

Overview of the Department Administrator Self- Service Module



The HRplus Department Administrator Module equips department administrators with key HR functions, including setting up event reminders, managing leave balances, updating employee profiles, and entering timesheet hours for payroll. Administrators can also request leave on behalf of employees, view leave entitlements, and request company assets for their teams. This role-based module ensures administrators efficiently oversee HR tasks within their designated departments, supporting an organized and effective workflow.


A Guide to Using the Department Administrator Self-Service Module



Before using the module, please ensure the following:

  • You are designated as a Department Administrator

  • You have Company Access for your designated departments

  • Core HR modules are fully implemented to support module functionality

Roles:

Department Administrator: Manages HR tasks in their department, such as updating employee profiles, entering timesheet data, handling leave requests, and setting event reminders. Accesses the Department Administrator Module.

Employee: Uses the Employee Self-Service (ESS) portal or app for tasks like leave requests. Has limited HRplus access.

Payroll Administrator: Processes payroll, reviews timesheet data from department administrators, and ensures accurate employee payments. Accesses the Payroll module, including specific payroll data sections.

HR Staff: Oversees HR management, approves profile changes from Department Administrators and provides guidance.


Steps

Department Administrator Self-Service:


User Self Service>Dept Administrators>>Employees>>[Select Employee] User Self Service>>Dept Administrators>>Timesheets

User Self Service>>Dept Administrators>>Leave>>Employee Leave User Self Service>>Dept Administrators>>Leave>>[Search for Employee]>>[View]>>Request Leave

User Self Service>>Dept Administrators>>DA Company Assets>>Request Asset User Self Service>>Manager>>Event Reminders



Employee Profile

  • Manage essential employee details and keep records up-to-date for your team.

How to Update Employee Profiles for Your Department



Timesheets

  • Payroll Smart Entries feature enables department administrators to enter payroll cycle change data in batches, decentralizing the




process from payroll administration and allowing data entry directly from the department into payroll.

How to Enter Employee Timesheets for Payroll Processing



Leave

  • View an employee’s leave entitlements, check the status of pending, rejected, or voided requests, and advise them on their remaining leave balance.

  • Submit leave requests on behalf of employees, useful for employees who don’t use the Employee Self-Service (ESS) portal or mobile app.

Leave: How to View an Employee's Leave Profile Leave: How to Request Leave for an Employee



Company Assets

  • Request an asset on behalf of an employee.

How to Request an Asset for an Employee



Event Reminders

  • Create event reminders that trigger notifications for significant employee events within their assigned departments.

How to Use the Department Administrator (DA) Event Reminders

Department Administrator Module Updates: What's New?



This article provides a summary of recent updates to the HRplus Department Administrator module, focusing on key enhancements. These updates include new features, fixes and improvements designed to improve both user experience and the effectiveness of the module.

November 1st - December 2nd, 2024

1. Leave: The screen was tested. Read more here.

April 6th – May 2nd, 2021

1. Payroll Smart Entries: New features for department administrators to manage payroll smart entries, improving payroll accuracy and processing within their departments.

Read more here.

User Self Service>Dept Administrators>>Employees>>[Select Employee]

How to Update Employee Profiles for Your Department




Employee Profiles

As a Department Administrator, you have the ability to access and update employee profiles for team members within your assigned departments, based on the Company Access granted to you. This access allows you to manage essential employee details and keep records up-to-date for your team. While your permissions are limited to specific departments, this functionality helps streamline internal updates, ensuring information accuracy without needing to rely solely on HR for routine changes.


Step 1: View the Employee Profile



You can still see the changes you have made by clicking on the 'Unapproved Changes' button which

is now highlighted

Step 2: Edit the Employee Profile





Step 3: View Updated Profile with HR Approved Changes


User Self Service>>Dept Administrators>>Timesheets

How to Enter Employee Timesheets for Payroll Processing




Payroll Smart Entries

The Payroll Smart Entries feature enables department administrators to enter payroll cycle change data in batches, decentralizing the process from payroll administration and allowing data entry directly from the department into payroll. Once the payroll administrator has set up the header for fixed entries, department admins can input timesheet hours, allowances, or other relevant data, then post and send it to the payroll fixed data entry screen. Payroll staff can then review and validate this information before it is incorporated into the pay cycle, ensuring accuracy before employee payments are processed.


Step 1: Department Admin – Enter Employee Timesheet Data




• Enter all the respective entries.

  • Tab out of a row to save or click the Save icon.

  • When data entry is completed,click the Submit button to save all entries.

  • Repeat Steps 1-3 to enter Allowances, Deductions, Salaries, Other Income, etc.


Step 2: Department Admin – Submit Timesheet Data to Payroll for Further Processing




• Once you have completed your data entry, post the data by clicking on the Post Rows Shown button.

  • The application will ask you to verify the command. Click OK. You will be notified when the data is successfully posted.

  • Rows are posted one page at a time, requiring the process to be repeated until all rows and pages have been posted to the Fixed Data Import screen in Import Cycle Changes.



Payroll>>Process Payroll>>Import Cycle Changes>>Fixed Data Imports

Payroll staff can then review and validate this information before it is incorporated into the pay

cycle, ensuring accuracy before employee payments are processed.

Step 3: Payroll Staff - Validation and Post to Payroll









If there are entries that are not valid, the application will alert you.


Proceed with Regular Payroll Processing.

Step 4: Payroll Staff - Timesheet Data Ready for Payroll Processing



User Self Service>>Dept Administrators>>Leave>>Employee Leave

Leave: How to View an Employee's Leave Profile




Employee Leave

As a Department Administrator, if your company is using the HRplus Leave module, you have access to view an employee’s leave entitlements, check the status of pending, rejected, or voided requests, and advise them on their remaining leave balance. You can also submit leave requests on their behalf, making this feature especially useful for employees who don’t use the Employee Self-Service (ESS) portal or mobile app. This access enables you to support your team effectively with real-time leave management.


View Employee Leave Entitlements



View Employee Cumulative Leave



Under the 'Entitlement' Tab, you may view all Cumulative Leave (Leave that rolls over) and Non-

Cumulative Leave (leave that resets annually).

View Employee Non-Cumulative Leave




User Self Service>>Dept Administrators>>Leave>>[Search for Employee]>>[View]>>Request

Leave

Leave: How to Request Leave for an Employee




Request Leave

As a Department Administrator, start by reviewing an employee’s available leave balance in the HRplus Leave module. Once confirmed, submit the leave request on their behalf and track its status—whether approved, pending, or requiring action.


Step 1: View the Employee's Leave Entitlement



Step 2: Submit a Leave Request on Behalf of the Employee



For this example the employee is requesting ten (10) days Vacation Leave.



Leave Type: Select the applicable leave type that is being requested.

Start Date/Time off: Specify the date you intend to begin your leave and confirm whether it is a request for Time-off.

Amount Requested: Enter the amount of days.

Comments: Enter user comments.

Send Now: Check if you want to send the request now for approval by default this field is checked.



Step 3: View the Status of the Pending Request



To access your submitted leave request, you can find it under the Pending Requests tab.



Step 4: View and Communicate the Employee's Approved Leave Request


User Self Service>>Manager>>Event Reminders

How to Use the Department Administrator (DA) Event Reminders




Event Reminders

The Department Administrator can create event reminders that trigger notifications for significant employee events within their assigned departments, such as:

  • Annual Review

  • Birthdays

  • Contract Ending

  • Employee Anniversary

  • Going On Leave

  • New Hires

  • On Training

  • Performance Review

  • Returning From Leave

  • Terminations


Event Types: Select the event you want to get reminders for.

Reminder (Days Before): Enter the amount of days before the event you want to get the

notification.

Step 1: Enter an Event Reminder




Step 2: View Submitted Event Reminder



Step 3: View Event Reminder



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