Contents

MYOB PayGlobal Self-Service Payroll Manual Payroll and Administration What does this Chapter Cover? Prerequisites About Employee Self-Service (ESS) What is ESS? What can Employees do in ESS? What can Managers do in ESS? What can Administrators do in ESS? Security Profiles Changing Entity Codes Managing Changes in an Employee's Career New Employee Starts Process Diagram New Employee Process Diagram (PayGlobal) New Employee Process Diagram (Self-Service) Check New Employee Setup Employee is Promoted Process Diagram Employee Promoted Process Diagram (Self-Service) Employee Promoted Process (PayGlobal) Process Diagram Check Employee Promotion Employee Leaves the Company Employee Termination Process Diagram (Self-Service) Employee Termination Process Diagram (PayGlobal) Check Employee Termination Generating Passwords Generate Passwords for a Group of Employees Generate Password for One Employee Payroll Procedures Timesheets Configure Timesheets Timesheet Settings Timesheet Settings - Details tab Timesheet Settings - Fields tab Use break amount Attach Timesheet Settings to Employees Change in Timesheet Settings Adding a timesheet with a different period Leave in timesheets (1 or more full days) Leave in timesheets (less than 1 full day) Update Employee Timesheet Settings Importing Timesheets Process Diagram Timesheet Import Examples Timesheet example - 1. Total by timesheet Timesheet example - 2. Timebands by timesheet Timesheet example - Allowances Open Actuals Import Actual Timebands Process Actual Pay Export Actuals to Payroll Allowances Payroll Open Standard Pay Import Pay ESS Notes Leave Requests Process Diagram Configure Leave and My Roster Leave Request Settings Public Holidays for Rostered Employees Leave Request Settings Examples Rostered, Profiled example Rostered, Avg Profiled Hrs example Leave Request Settings Combinations Upgrading from HRSS 3.4 Leave Approval Settings Attach Leave Request Settings to Employees Change in Setup Partial Leave Create Leave Request Settings Command Update Leave Tables and Holiday Group Troubleshooting Leave Approval Viewing Leave Requests Splitting Leave Requests Assigning a Module Leave Request Values Viewing Leave Requests in Daily View Leave Request Module = F Prerequisites Rostering Time & Attendance Paying Leave Requests View Leave Requests Process Leave Requests Process Leave Requests for All Employees Leave History Adjustment Process Leave Uploader Application What does this section cover? Leave Uploader Application CSV file format Using the LeaveUploader Validation Errors Verify Leave Requests in ESS and PayGlobal Appointments Attach Appointment to Employee Publishing Documents to the Self-Service Website Publishing Documents Open Document View Check Document View Security Security Profile User Profile Add a Folder to Document View Set Folder Security Add a Document to a Folder and Publish to ESS Troubleshooting Publishing Payslips Generate Employee Pay Slip Report Edit Report Settings Run the Employee Pay Slip Report Check Document View Check ESS Troubleshooting Add photos for the organisation chart Customising the Self-Service Home Page Self-Service Administrator Home Page Content Admin Using Home Page Content Details Items Home Page Examples Create a News Module Create a Tip Module Create an RSS Feed Module Create a Promotion Module View the Self-Service Home Page Monitoring Usage from Website Statistics Locate User-Activity Log Open User-Activity Log Admin Roles Admin functionality Employee Issued Items Home Page Content Learning & Development Admin Course Type Admin Add a course type Course Admin Add a course Course "Add" outcome Edit a course Close a course Employee Admin Add a new competency Add a new qualification Add competency and qualification outcomes Leave Request Search Leave Request Search Results Messaging Message Inbox Message Search Performance Review Admin View Employee Performance Reviews Performance Review Results Report Performance Review Status By Work Area Report Maintain Behaviours Add Behaviour Maintain KPIs Add KPI Import KPIs Export KPIs Maintain Groups Add Group Create Performance Reviews Managers can edit employee KPIs process diagram Org Restructure Super Admin Superannuation Admin function Action Employee Super Fund Requests On Behalf Timesheet Admin function Generate Timesheets Manage Timesheets View timesheet 1. Total by timesheet 1. Total by timesheet - Day by day 2. Timebands by timesheet 2. Timebands by timesheet - Day by day Recall timesheet Finalise Approved Timesheets Workflow Transfer Non-Paying (Virtual) Employees 1. Create Non-paying Period 2. "Virtual" Employee Status 3. Work Area Position (WAP) 4. Query to Exclude "Virtual" Employees 5. ESS Menu Items 6. "Virtual" Employee record PayGlobal Procedures and the Virtual Employee Manager Options What does this chapter cover? Prerequisites About Employee Self-Service (ESS) What is ESS? My Details Manager Options Manager Role Switch Employee Details Employee Documents Employee Grid Reports Filters Layouts Customise Columns Grouping Column Positioning Save the Layout Export Printing Employee Reports Employee Issued Items Employee Leave Balances Requests Approving a Leave Request Bulk Approve and Decline Declining a Leave Request Editing a Leave Request Compliance Checking On Behalf of Projected Balance Calendar Team Calendar Leave popups Layout options Performance Reviews Manager's Performance Reviews Process Diagram Prepare KPIs Employee Performance Reviews Review and edit employee performance review Key Performance Indicators Behaviour Development Goal Report: Employee Development Plan Goals Request Acknowledgement View as PDF Employee Roster Using Employee Roster Employee Roster Details Employee Allowances Enter Allowance Approving or Declining Allowances Allowance History Employee Timesheets Timesheeting Process Diagram Timesheet Statuses View Timesheets Approve Timesheet 1. Total by timesheet 1. Total by timesheet - Day by day 2. Timebands by timesheet 2. Timebands by timesheet - Day by day Validation Recall timesheet Bulk Approval Decline Timesheet Enter timesheets on behalf Employee Transfer Approving an employee transfer New Position Approving a New Position Request Cessation Terminating an employee Submitting the Employee Cessation form New Employee Submitting a New Employee Delegations Set up a New Delegate Assuming the role of a delegate Delegation Workflow Summary Health & Safety Incidents View Incident Add Incident Add Investigation Add Investigation Action Approve or Decline Incident Hazards Approving a Hazard Manager Learning & Development Employee Admin Add a new competency Add a new qualification Add competency and qualification outcomes Employee Qualifications Employee Competencies Employee Course History Employee Course Attendance Employee Course Approval Book Employee on Course Course Booking Request Process Diagram Development Plan Approval Approve or Decline Development Plan Create or Edit a Development Plan on Behalf of an Employee Employee What does this Chapter Cover? Does this Manual have any Prerequisites? About Employee Self-Service (ESS) What is ESS? Logging on to ESS Employee Login Forgotten Your Password? First Time User? Using ESS Self-Service Homepage Navigating in ESS ESS Shortcut Keys Active Items My Details Details Next-Of-Kin Performance Training Health & Safety History Remuneration My Leave Leave Requests Process Diagram Balances New Request New Request - 1 or more full days Calendar Symbols View Roster View Roster - Profiled Hours View Roster - Rostered Hours View Roster - Keyed Hours View Roster - Rostered and Profiled View Roster - Change in Setup New Request - Less than 1 full day Leave and My Time View Requests Editing Leave Requests Projected Balance Calendar Team Calendar Microsoft Exchange (Outlook) Integration My Roster Using My Roster My Roster Details My Roster - Profiled Hours My Roster - Rostered Hours My Allowances Enter Allowances Lookup Functionality Allowance History My Time Timesheeting Process Diagram Enter Timesheets (1. Total by timesheet) Timesheet Grid Options (1. Total by timesheet) Timesheet Grid Options for Leave (1. Total by timesheet) 1. Total by timesheet - Day by day Submit timesheet Declined Timesheets Recall timesheet Enter Timesheets (2. Timebands by timesheet) Timesheet Grid Options (2. Timebands by timesheet) Action Drop-down Breaks Timesheet Grid Options for Leave (2. Timebands by timesheet) Leave in roster 2. Timebands by timesheet - Day by day Submit Your Timesheet (2. Timebands by timesheet) Declined Timesheets (2. Timebands by timesheet) My Payslips Using Adobe Reader My Documents Uploading documents My Issued Items My Performance Review Employee's Performance Reviews Process Diagram My Performance Reviews Edit your Performance Review Key Performance Indicators Behaviours Development Plan Goals Complete Assessment Acknowledge your Performance Review My Reports My Superannuation Add Superannuation Fund View Org Chart Using the Org Chart Quick search Advanced search Printing an Organisational Chart Export Organisation Chart Message Inbox Company Messages ESS Messages Personal Messages Create Message Health & Safety Incidents Hazard Management Reporting an Incident Add Incident Incident Cause Add Injured Person Add Injury Witnesses Hazard Register Add Hazard Hazard Approval Exit Questionnaires Learning & Development My Qualifications My Competencies My Course History Course Details Course Attendance Position Gap Analysis Course Search Course Feedback Development Plan Submit Development Plan Book Me On Course Course Booking Request Process Diagram Change Password Logout Popup Warning when Deleting a Grid Item Behavior Changes on Tablet Devices Auto collapse menu on tablets Admin Roles Manual Admin Functionality Employee Issued Items Home Page Content Details Items Home Page Examples Create a News Module Create a News Module Create a Tip Module Create an RSS Feed Module Create a Promotion Module View the Self-Service Home Page Learning & Development Admin Course Type Admin Add a course type Course Admin Add a course Course "Add" outcome Edit a course Close a course Employee Admin Add a new competency Add a new qualification Add competency and qualification outcomes Leave Request Search Leave Request Search Results Employee Leave Messaging Message Inbox Message Search Performance Review Admin View Employee Performance Reviews Performance Review Results Report Performance Review Status By Work Area Report Maintain Behaviours Add Behaviour Maintain KPIs Add KPI Import KPIs Export KPIs Maintain Groups Add Group Create Performance Reviews Managers can edit employee KPIs process diagram Org Restructure Super Admin Superannuation Admin Update Superannuation process flows Superannuation Admin function Action Employee Super Fund Requests On Behalf Timesheet Admin function Generate Timesheets Manage Timesheets View timesheet 1. Total by timesheet 1. Total by timesheet - Day by day 2. Timebands by timesheet 2. Timebands by timesheet - Day by day Recall timesheet Finalise Approved Timesheets Actioned Timesheets Workflow Transfer