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Self Service for Administrators Course

Self Service training has a duration of 1 day and aims to meet the following objectives:

  • introduction to the administration of the Self Service system, e.g. user profiles and security
  • a working knowledge of the different elements of the Self Service module
  • navigation within Self Service
  • managerial functionality within Self Service

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Further information: 

Times: 09.30 to 16.30

The course is broken down into the following areas :

System Basics

Common features and functionality of many Self Service screens.

Site Administrator

Setting up users and security, the look and feel of the system, configuring the Personal Data screen, checking and managing user logins, sending system-wide messages, other system settings.

Employee Information

Logging on to the system, changing your password, accessing your Self Service mailbox, viewing and amending personal data.

Absences

Viewing your absence history including your absence map, submitting and removing an absence request.

Training

Viewing your training history, submitting a training request.

Vacancies

Viewing and applying for internal vacancies.

Management

Confirming and rejecting absence and training requests, reviewing job applications, checking employees clockings, approving mileage and expense submissions, nominating a substitute whilst absent, etc.

Pay Details (if Uniwage is in use)

Viewing your P60 information, viewing old payslips.

Clockings and Timesheets (if Unitend is in use)

Clocking in, viewing your clockings history, checking flexitime balances, setting and populating timesheets.

Where appropriate, after each section candidates will be given a practical exercise to complete to gain some hands-on experience of the topic just covered.

Candidates will also receive a Self Service workbook which can be used as a reference when they return to their place of work and start to use the ‘live’ system.

NOTES:

The functionality that is available to candidates at their own place of work may vary from that described on the course, e.g. accessing old payslips and P60 information will apply only to those candidates whose companies are using the Carval Uniwage module.

There are essentially three common user types within Self Service and they are: 

ADMINISTRATOR

Looks after the system including its security, its configuration, and its ‘look and feel’

 

EMPLOYEE

Standard user with limited functionality, viz. can view and  update personal data, can review some historical data, e.g. absence history, and appraisal history, can request absences and training.

 

MANAGER

Management user with extensive functionality, viz. approve/reject absence and training requests, add starters and leavers, administer appraisals, review job applications, view user-defined reports, and more.

 This course will take candidates through all user types and knowing this may influence your decision on who to send on the course.

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