MAHAGENCO_NirmITee_Recruit to Retire ESS MSS-Handout

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    Employee self services / Manager self servicesMahaGenco

    D3293Document Version / Dtails : Ver 1.0/ 15-Sep-09

    Record of Release

    VersionNo.

    Modified By Reviewed By Authorized By Release Date Modifications Done

    1.0 SamsonRodrigues

    Shefali Pandey SanjayKarandikar

    21 july 2011

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    Table of Contents

    Information to end User ............................................................................................................................................. 3

    how to LogOn to SAP Portal ...................................................................................................................................... 5

    how to search employee & view details .................................................................................................................... 7

    how to apply Leave .................................................................................................................................................. 12

    how to add new Skill to skill Profile .......................................................................................................................... 15

    how to apply for Leave Encashment ....................................................................................................................... 18

    how to view Benefits and payments related information ......................................................................................... 21

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    INFORMATION TO END USER

    SAP Employee Self-Service empowers employees to view, create, and maintain data at any time, from anywhere

    in the world, via Web-based technology. ESS is an effective means for providing real-time access and data

    maintenance capabilities to the source, or owner, of the data, and to off-load many of the data entry and

    related customer service activities that may be typically performed in a company's human resources, payroll,

    benefits, and purchasing departments.

    For example, because SAP HR. drives workflow and ESS is fully integrated with SAP HR, ESS transactions are by

    definition workflow-enabled. This ensures that your processes are streamlined and are always properly routed for

    approvals, without additional intervention and maintenance. Using ESS, MahaGenco employees can perform on

    their own day-to-day activities like raising leave request, viewing their personal information, viewing Salary Slip,viewing Form 16, Viewing Total Compensation Statement, changing their address data, requesting for training

    nomination, etc.

    Employee Self Service

    Managerial Self Service

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    The following is the high level ESS functionality to be configured as part of Project, and delivered via SAP

    Enterprise portal.

    Employee Self Service setup in MahaGenco

    Self Service Tab Links to Self Services

    Employee Search Whos Who

    My Communication dataEmployee PersonnelInformation Personnel data

    Address changes

    Bank InformationFamily Member/Dependents

    Employee Request ForTransfer Request for Transfer ( Custom I view)Working Times( LeaveManagement) Submit Leave & Absences Request

    Employee Leave status/ leave balancePayroll & Payment( SalarySlip and IT declarations) Pay slip/ Salary Slip

    Form 16IT Declaration Sec 80

    Loans Loans Application

    Advances and Claims Claims Application

    Leave Encashment Leave encashment

    Career & Job( SkillMatrix) Edit Skills Profile

    Training and EventManagement Training Calendar

    Bookings / view confirmed book training

    Appraisal ( CR ) Confidential Report ( Appraisal )

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    Getting Started

    HOW TO LOGON TO SAP PORTAL

    Switch ON your PC. A screen similar to the one shown below will flash on your PC:

    To open Login Window:

    Double click on the Toolbar Internet Explorer on above Screen.

    Type in the following URLhttp://mahaepqa.mahagenco.co.in:50000/irj/portal

    The following screen will appear.

    http://mahaepqa.mahagenco.co.in:50000/irj/portalhttp://mahaepqa.mahagenco.co.in:50000/irj/portalhttp://mahaepqa.mahagenco.co.in:50000/irj/portal
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    In this window, The System Head can configure the SAP Logon for you.

    To Login to SAP Portal:

    Enter your SAP Portal User ID.

    Enter your SAP Portal User Password.

    Press Enter on your Keyboard.

    After successful validation, the following screen will appear.

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    HOW TO SEARCH EMPLOYEE & VIEW DETAILS

    1. Click on ESS

    2. Click on Employee Search

    3. Click on Employee Search Application

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    The following screen will appear

    This is the Basic screen This is the advanced screen

    Enter the search criteria in the search fields.

    The result will be shown as follows.

    Click on Whos Who

    Enter the Last name of person

    Click the Search button

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    You can further view more information by clicking the employee from the list.

    You can also Change your own data by Clicking on the Change Own Data Link

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    Click on Link

    Click on Edit

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    Edit the data and click on Review

    On the next screen Click on Save , the following screen will appear.

    Click on Review

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    ***For any changes to personal data (Family Data, Bank Information, Personal Data, Bank Information and

    subtype of Address) ) not available via ESS in Mahagenco enterprise portal, the employees will contact

    his/her HR administrator for necessary updates.

    Only Temporary Address can be changed on portal.

    HOW TO APPLY LEAVE

    Employees can apply to following absence types on the portal

    Sr.No Description Of Leave

    1Leave on Average Pay (Earned Leave) (LAP): Absence Type0001

    2

    Leave on Half Average Pay/Sick Leave (HAP): AbsenceType 0002

    3 Special Compensatory Leave (SCL): Absence Type 0006

    4 Casual Leave (CL): Absence Type 0010

    5 Festival Leave (PHL/FL): Absence Type 0012

    An email notification will be also forwarded to the Outlook of the approving Manager as well to the SAP inbox.

    This will notify that a request has been forwarded and awaiting approval.

    Sr.no. Step Name Transaction Code Business Conditions

    Expected Result

    1

    EmployeeLogs in ESS

    User must exist inPortal

    Employee got log on to Portal

    2

    LeaveApplication

    Employee have quota

    Employee Applies for Leave , Leaveapplication service opens with standardESS page and default approver name,along with other details like dates, typeof leave to be selected.

    3

    LeaveApproval

    bySuperior

    Approver approves orrejects the application

    Dept Head / Manager views approvalrequest and approves or rejects therequest

    3

    Notificationto

    EmployeeLeave application isapproved or rejected

    Notification to Employee for the statusof leave request

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    3. Click on Leave Request link

    1. Click on ESS

    2. Click on Working Time

    1. Select a Leave Type

    Select the from and To Dates

    Click on Review

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    Confirmation of Request will be displayed, like shown below.

    Click on Send to submit request

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    HOW TO ADD NEW SKILL TO SKILL PROFILE

    Sr.no. Step Name Transaction Code Business Conditions

    Expected Result

    1

    Employee Logs inESS

    User must exist inPortal

    Employee got log on to Portal

    2

    Employee Additiondeletion or editing

    of skill

    Employee select theoption for Edit, Add or

    Delete SkillEmployee reached to the selected

    functionality

    3

    Add/Change/Delete

    in Skill Data Employee is in theselected I view Employee new Skill Data is updatedafter approval.

    Click on Skills Profile Link, the following screen will appear.

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    Click on a Qualification

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    Select a proficiency for the selected Qualification.

    On the Next screen, click on Review button, ,

    which will open another screen, Click on

    Finally the below screen will appear.

    Select a Proficienc

    Finall , Click on Add Chan es to confirm

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    HOW TO APPLY FOR LEAVE ENCASHMENT

    This function enables employees to: Display his / her absence quota Create; edit, display and delete leave encashment requests.

    Employees can apply for the following leave( Absence) types for encashment

    Sr.No Description Of Leave

    1

    Leave on Average Pay (Earned Leave) (LAP): Absence Type0001

    Details of business process:-

    Sr.no. Step Name Transaction Code Business Conditions Expected Result

    1

    EmployeeLogs in ESS

    User must exist inPortal

    Employee got log on to Portal

    2

    LeaveEncashment

    RequestEmployee has quota forLeave to be encashed

    Request for Leave encashment iscreated and workflow is triggered to

    Manager for approval .

    3

    LeaveEncashment

    ApprovalLeave Encashmentrequest is created

    Manager approves rejects or edit therequest.

    4Quota

    UpdatingLeave encashmentrequest is approved Quota compensation infotype is updated

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    Click on the Leave Encashment Request Link.

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    Fill in the mandatory details and Click on Review.

    Click on Send, after verifying the details.

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    The following screen appears informing of successful request initiation.

    HOW TO VIEW BENEFITS AND PAYMENTS RELATED INFORMATION

    SAP Standard Salary Slip will be available on SAP Portal Sample attached.

    Details of business process:-

    Sr.no. Step Name Transaction Code Business Conditions

    Expected Result

    1

    EmployeeLogs in ESS

    User must exist inPortal

    Employee got log on to Portal

    2

    Salary SlipPayroll Has been runfor Employee

    Employee can view salary slip anddownload to a local file

    3

    Form 16

    Payroll has been runfor Financial Year

    Employee can view Form 16 anddownload to a local file

    4

    ITDeclaration

    Employee should existin system

    Employee can declare sec 80 and 80 Cdeclaration on portal with approval fromline manager

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