Manager Self-Service (‌Introduction and Key Concepts, Glossary and Updates)

Manager Self-Service (‌Introduction and Key Concepts, Glossary and Updates)


‌Introduction and Key Concepts

‌Overview of the Manager Self Service Module



The HRplus Manager Self-Service (MSS) module is a comprehensive tool that allows managers to oversee various aspects of their team's performance and development. It provides access to functionalities like viewing leave charts and approving requests, conducting performance appraisals, analyzing employee skill gaps, and requesting training for team members.

The MSS module is designed to streamline managerial tasks related to human resources, enabling managers to efficiently manage their teams and contribute to organizational growth. It's important to note that access to specific functions within the MSS module is determined by an individual's role as a manager/supervisor/team leader, limiting access to information related to their direct reports only.



‌A Guide to Using the Manager Self-Service Module


Pre-Requisites

Before using the MSS module:

  • Ensure that you are a manager/supervisor/team leader. You must have the appropriate role to access the functions and information related to managing your direct reports.

  • Confirm that you have access to the MSS module. You need the necessary permissions to use the functionalities provided within this module. Please reach out to your organization's HRplus Administrator for assistance.

  • Verify that your organization has completed the necessary setup and implementation within the system. Access to the Manager Self Service (MSS) sub-modules is based on the modules your organization has implemented and is actively using as part of its HRplus license. If you notice missing data or wish to use specific features, please ensure that the relevant module has been purchased. For further assistance, consult your HRIS administrator or contact our support desk.

    • Additionally, verify that your organization has completed all necessary setup and configuration within the system. This includes areas such as goal settings within the Goal module, job profiles within the Personnel module, performance criteria, event types, HR administrators, and reporting structures. Proper configuration of these elements is crucial for the smooth and effective functioning of the module.

Roles

HR User/HR Admin: Responsible for configuring system settings, initiating events, managing goal and appraisal processes, and providing support to managers and employees. Specific employees are also flagged in the system to receive notifications for certain tasks such as new staff requests from managers.

Manager/Supervisor/Team Leader: Uses the Manager Self Service module to view leave charts, approve leave requests, conduct performance appraisals, perform employee skills gap analysis, request training for employees, set goals, track progress, and provide feedback. They can also initiate staff requests.

Employee: Receives and acknowledges goals, submits progress reports, participates in performance appraisals and self-appraisals, and receives feedback from their manager and peers. They can also view their own information and request leave through the Employee Self Service module.


Steps

Description

Step 1

Organisation Chart:





User Self Service>>Manager>>Organisation Chart>>Personnel User Self Service>>Manager>>Organisation Chart>>Leave User Self Service>>Manager>>Organisation Chart>>Goals



Personnel

  • Manage direct reports' information, including adding, editing, deleting, and viewing their details.

How do I use the Manager Organisation Chart?



Leave

  • Access and visualize leave data for team members.

How do I use the Manager Leave Chart?



Goals

  • Manage and monitor employee goals.

How do I use the Manager Goal Chart?

Step 2

Talent:


User Self Service>>Manager>>Talent>>Goals User Self Service>>Manager>>Talent>>Appraisals

User Self Service>>Manager>>Talent>>360 Multi-Rater User Self Service>>Manager>>Talent>>Training

User Self Service>>Manager>>Talent>>Training History



HR Events

  • Manage HR-related events like Goal Setting, including creating, editing, deleting, and viewing events for employees.



Goals

  • Create and assign SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) for direct reports, aligning them with company, department, and job-specific objectives.

  • Monitor goal progress, provide feedback and coaching, and document progress reports.

  • Leverage features like adjustable targets, goal costs, and task linking for comprehensive goal management.

  • "The manager and employee should engage in continuous discussion re the completion of goals with the employee providing progress reports and the manager providing coaching and feedback. This is documented via Employee Goals in respect of the specific goal. At the end of the appraisal period, the appraisal review can then be done."

A Guide to Using the Goals Module




Appraisals

  • Create and conduct performance appraisals based on goals, competencies, and primary job responsibilities.

  • Utilize various rating scales and weighting systems to evaluate performance.

  • Generate appraisal reports and documentation for employee records.

What are the Summary Steps to use the Appraisals Module?



360 Multi-Rater

  • Set up and manage 360-degree feedback reviews for team members.

  • Configure teams, member groups (e.g., peer, direct report), and review questions.

  • Collect, analyze, and share feedback to foster employee growth and development.

A Guide to Using the 360 Multi Rater Module


Training

  • Request and track training for direct reports to address skill gaps.


Training History

  • Review completed training records for individuals.



Assessment

  • Conduct, manage, and analyze employee assessments to understand the talent pool and inform HR decisions.

Step 3

Recruitment:


User Self Service>>Manager>>Recruitment>>Staff Requests Home>>Recruitment>>My Interviews



Staff Requests

  • Initiate requests for new staff by defining required roles, skills, and experience. Track the progress of the request through various stages.

How do I Open a Staff Request as a Manager?


Interview Candidates

  • Participate in the interview process for potential candidates.

How do I rate a candidate as a panel member?

Step 4

Manager Reports:


User Self Service>>Manager>>Manager Reports



HRplus BI

  • Access and utilize custom HR Business Intelligence (BI) reports to analyze workforce data and make informed decisions related to talent management and organizational planning.

‌Glossary of Manager Self-Service Terms

A

Actual Task Cost: Expenses associated with the completion of a task or project. Appraisal Event: Scheduled occurrence for evaluating an employee's performance. Applicant Tracking System (ATS): Software used to automate recruitment processes. B

Balanced Scorecard: A framework for strategic performance management that includes multiple perspectives. Background Checks: Verifying a candidate’s history and qualifications.

C

Cascading Goals: Aligning objectives across different levels of an organization to ensure strategic alignment. Closed Staff Request: A recruitment request that has been completed or closed.

D

Dependencies: Relationships between tasks that affect their sequence or outcomes.

E

External Applicants: Candidates who apply from outside the organization.

F

Feedback: Information provided for evaluating and improving performance.

G

Goal Plan: A structured outline for achieving a specific objective. Goal Weights: The importance assigned to goals within evaluations. H

Hired Applicants: Candidates who have accepted job offers and joined the organization.

I

Internal Applicants: Current employees applying for new positions within the organization.

J

Job Goal: A goal aligned with an employee's specific job responsibilities.

L

Leader Board: A ranking based on set performance criteria.


M

Measure or KPI: A Key Performance Indicator used to track progress toward goals.

P

Peers Rate Each Other: Colleagues at the same level evaluate each other’s performance.

R

Reviewer: A person who provides feedback as part of an evaluation.

S

SMART Goals: Goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.

T

Task Level: The degree of detail within task subdivisions of a goal.

U

Update Type: The method for communicating progress updates, such as real-time or scheduled reports.

‌Manager Self-Service Module Updates: What's New?



This article provides a summary of recent updates to the HRplus Manager Self-Service 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.

December 2nd, 2024 - January 3rd, 2025

1. Appraisals: Managers can select All or Specific Employees when creating Appraisal Events. Read more here.

November 1st - December 2nd, 2024

1. Events: Managers can view 360 Multi-Rater Events created by HR. Read more here.

September 13th - November 1st, 2024

1. Set Standards: A new feature Add Goal . Read more here.

May 4th – June 17th, 2024

  1. MSS Event Reminders: Enhancement to the screen functionality. Read more here.

November 4th – December 12th, 2023

  1. Rejected or Voided Requests: Updates to canceled requests.

  2. Events: Edit the Manager/Supervisor Comments field in the Appraisal Details.

  3. Appraisals / Historical Appraisals: Managers can now upload Historical Appraisals. Read more here.

October 8th – November 4th, 2023

  1. Leave/Employee Relations/Timekeeper: Updated functionality was added to these screens. Read more here.

September 1st – October 8th, 2023

  1. Leave: Canceled approved request feature was added for supervisors. Read more here.