How to do & User Manuals
HR Events (FAQs)
HR Events FAQs How are HR Administrators set up in the system, and what are their responsibilities? HR Administrators are the individuals responsible for managing specific Event Types in HRplus. Here's how they are set up and their key duties: ...
HR Events (Updates)
HR Events HR_Events_19_Dec_2018.pdf HR Events Manual HR Events Updates: What's New? This article provides a summary of recent updates to the HR Events module, focusing on key enhancements. These updates include new features, fixes and improvements ...
Succession (FAQs)
Succession FAQs How does the 9-Box Assessment work in the HRplus Succession Module? The 9-Box Assessment tool in HRplus evaluates employees based on their performance and potential. HR sets up the criteria for both dimensions, typically using ...
Succession (Filling Successor Positions)
Filling Successor Positions Talent Management>>HR Events>>Manage Events>>Events Managing the Readiness Assessment Event Managing the Readiness Assessment Event The Readiness Assessment Event is a critical step in evaluating candidates for ...
Succession (Identifying Potential Candidates)
Identifying Potential Candidates Overview of the Selection Process After 9-Box Assessment After the 9-box grid assessment, the selection process typically follows a structured approach to identify and develop high-potential employees for key roles ...
Succession (Managing the Talent Pool & 9 Box Placement)
Managing the Talent Pool & 9 Box Placement Calibrating Talent: HRplus's Pre-9-Box Selection and Evaluation Process In HRplus, the 9-box calculation plays a critical role in identifying and developing high-potential talent. Before the actual 9-box ...
Succession (Employee Assessment Event Setup)
Employee Assessment Event Setup Understanding HR and Manager Roles in Talent Selection In the HRplus Succession module, the process of talent selection and succession planning involves distinct roles for HR, managers, and executive management, ...
Succession (9-Box Assessment Setup)
9-Box Assessment Setup Succession>>9-Box Setup>>Indicators How to Set Up 9-box Indicators 9-Box Indicators The 9-Box Indicator screen includes default descriptions for each quadrant, such as High Potential/High Performance, High ...
Succession (Setup)
Succession Setup Succession>>Succession setup>>Assessment Setup>>Assessment Ratings How to Set Up Assessment Ratings Assessment Ratings Assessment Ratings are used to evaluate the potential of employees selected for the company’s talent pool. ...
Succession (A Guide to using the Succession Module)
A Guide to Using the Succession Module Before using the succession module, please ensure the following: Identify and Prioritize Critical Roles: Collaborate with department managers to pinpoint roles essential for business continuity and strategic ...
Succession (Introduction and Key Concepts and Glossary)
Introduction and Key Concepts Overview of the HRplus Succession Module The HRplus Succession Module is designed to systematically identify, develop, and prepare high- potential employees for critical roles, ensuring organizational stability and ...
Training (History and FAQs)
Training History Talent Management>>Training>>Training History>>By Employee Talent Management>>Training>>Training History>>By Course How to Record an Employee's Training History Training History On the Training History you can ...
Training (Managing Training Requests)
Managing Training Requests Talent Management>>Training>>Requests Understanding Training Requests Introduction to Training Requests HRplus provides several ways to create training requests to meet the specific needs of employees and the ...
Training (Managing Training Agencies and Courses)
Managing Training Agencies and Courses Talent Management>>Training>>Courses>>Training Agencies How to Set Up Training Agencies Training Agencies In HRplus, training agencies, or providers, are entered to manage courses and enroll employees. ...
Training (Setup)
Setup Talent Management>>Training>>Setup>>Training Types How to setup Training Types? Training Types This refers to the different categories or classifications of training programs available to employees provided by either internal or external ...
Training (Glossary)
Glossary of Training Terms A Agency Courses: Courses offered by external training agencies to improve employee skills. Assessment: Evaluation of an employee’s skills, competencies, or knowledge related to job performance. Automated Gap Analysis: ...
Training (Introduction and Key Concepts)
Introduction and Key Concepts Talent Management>>Training Overview of the Training Module The HRplus Training module streamlines employee development by facilitating training requests from recruitment, management, performance appraisals, ...
Goals (FAQs)
Goals Module FAQs What is the Balanced Scorecard approach, and how does it relate to setting goals in HR Plus? The Balanced Scorecard is a strategic management framework that goes beyond just financial metrics to measure organizational performance. ...
Goals (Closing a Goal)
Closing a Goal Talent Management>>Goals>>Goal Setup>>Financial Year How to Close or Archive a Goal Goal Closure and Archiving Process Once goals have been completed, they can be closed off and archived. However, before archiving, the next ...
Goals (Viewing Goal Results)
Viewing Goal Results Home>>Notifications Home>>My Profile>>My Goals Goals: How can I view Goals assigned to me? My Goals On the employee side, the My Goals feature within the self-service portal allows employees to engage with their assigned ...
Goals (Feedback Loop and Goal Progress)
Feedback Loop and Goal Progress Home>>Notifications Home>>My Profile>>My Goals Goals: How can I view Goals assigned to me? My Goals On the employee side, the My Goals feature within the self-service portal allows employees to engage with their ...
Goals (Manager and HR-Led Employee Goal Setting)
Manager and HR-Led Employee Goal Setting User Self Service>>Manager>>Talent>>Goals>>Goals>>[New Goal]>>Goal Details How to set up Goal Details Goal Details Managers can directly set goals for their employees, either during collaborative ...
Goals (Set Up of the HR Event - Goal Setting)
Set Up of the HR Event - Goal Setting Personnel >> Event Reminders >> Master Email Settings How do I Enable External Email Notifications for Goal Events? Master Email Settings - Goals To allow the event to send emails to an employee's external ...
Goals (Set Up Goal Parameters)
Set Up Goal Parameters Talent Management>>Goals>>Goal Setup>>Goal perspectives How to set up Goal Perspectives Goal Perspectives HRplus applies the Balanced Scorecard approach, using color-coded perspectives to clearly distinguish and align goals ...
Goals (Glossary and Module Updates)
Glossary of Terms found in the Goals Module A Actual Task Cost: The real, incurred expenses associated with the completion of a task, project, or goal. Adjust Targets: Modifying predetermined targets due to evolving circumstances, requirements, or ...
Goals (Introduction and Key Concepts)
Introduction and Key Concepts Overview of the Goals Module Goals Module Description A goal is defined as a desired outcome that an individual or organization plans, commits to, and strives to achieve. Goals serve as targeted objectives within a ...
Appraisals (Conducting an Appraisal)
Conducting an Appraisal Talent Management>>HR Events>>Manage Events>>[Select Event]>>[+]>>Temporary>>[Select Employee]>>Send Appraisal Form OR Talent Management>>HR Events>>Manage Events>>[Select Event]>>[+]>>Temporary>>Send Appraisal Form to All ...
Appraisals (Setup - HR Events)
Setup - HR Events Talent Management>>HR Events>>HR Admins How do I set up HR Administrators? HR Admins HR Admins are the designated persons who are responsible for setting up the Employee Appraisal event. Prior to setting up the event, identify ...
Appraisals (Setup - Event Types)
Setup - Event Types System Configurations>>Event Types>>Employee Appraisals How to Set the Employee Appraisals Event Type to be Visible Event Type - Employee Appraisal The Employee Appraisals event type must be set to 'show' in order to set up ...
Appraisals (Setup - Performance Parameters)
Setup - Performance Parameters Talent Management>>Appraisals >>Appraisal Setup>>Ratings How does it work? User-defined rating standards and corresponding points must be set up here to define Competency Level Standards ...
Appraisals (Setup - Job Appraisal Criteria)
Setup - Job Appraisal Criteria How do I determine the criteria upon which an Employee is Appraised? Employee appraisals for the review period, are based on Employees' performance of their tasks (primary responsibilities). The competencies employees ...
Appraisals (Introduction and Key Concepts, Glossary and Module Updates)
Introduction & Key Concepts Overview of the Appraisal Module In HRplus, the performance appraisal system is competency-based and goal-oriented. The Goals module allows you to set up goals that the organization wishes to achieve within a specified ...
360 Multi_Rater (How to View My Completed 360 Review)
How to View My Completed 360 Review Navigation: Employee Self Service>>My Performance>>My 360 Reviews 360 Multi Rater Summary The summary view shows the completed 360 Review. When all employees within a team and its member groups have completed their ...
360_Multi-Rater pages (360 Feedback: How to conduct a 360 Self review?)
360 Feedback: How to conduct a 360 Self review? Navigation: Home>>My Performance>>My 360 Reviews 360 Self Review On log-on, ALL participating employees will be able to access the employee records that they have to review via the Employee Self ...
360_Multi_Rater Pages (Who should setup and initiate the 360 Appraisal?)
Who should setup and initiate the 360 Appraisal? Navigation: Manager Self Service>>Talent>>360 Team Creation and 360 Appraisal Initiation Process The setup tasks for creating teams, linking member groups, selecting questions for the 360 form, and ...
360_Multi Rater pages (How to Enable External Email Notifications for 360 Multi-Rater Events)
How to Enable External Email Notifications for 360 Multi-Rater Events Navigation: Personnel >> Event Reminders >> Master Email Settings To allow the event to send emails to an employee's external email account when the 360 form is issued, make sure ...
360_Multi-Rater pages (How to Set Up Reporting Relationships)
How to Set Up Reporting Relationships Navigation: Employees>> Payroll Positions>> All Positions Filled and Vacant >> Edit Supervisor Position Linked modules where it is used on HRplus: 1. Personnel - Required for the workflow to be enabled for HR ...
360_Multi-Rater pages (Introduction and Key Concepts)
Introduction and Key Concepts: Overview of the 360 Multi-Rater Module Navigation: Talent Management>>360 Multi-Rater Overview The 360 Multi-Rater module is a review system that allows you to obtain feedback from multiple sources called: employees, ...
HR Events
HR Events HR Events Updates: What's New? This article provides a summary of recent updates to the HR Events module, focusing on key enhancements. These updates include new features, fixes and improvements designed to improve both user experience and ...
HR Events
HR Events Updates: What's New? This article provides a summary of recent updates to the HR Events module, focusing on key enhancements. These updates include new features, fixes and improvements designed to improve both user experience and the ...