ePSIPOP Quickstart Guide

ePSIPOP Quick Start Guide

27 April 2012

Open an Internet Explorer browser . To achieve the best view of the application, it is recommended to use the following settings :

• Internet Explorer (IE) version 6.0 or higher• Maximum window size of IE browser• No bars or toolbars displayed• Check ‘Always allow pop-up blocker from this site’ option • Screen resolution must be 1280 x 768 pixels

How to access ePSIPOP

How to access ePSIPOPTo set maximum window size of IE browser, place your mouse pointer in the Maximize icon on the upper righthand corner of the browser, then click.

How to access ePSIPOPTo turn off all bars and toolbars displayed, right click in the toolbar section and uncheck all the bars and toolbars displayed.

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How to access ePSIPOPTo turn off pop-up blocker , click the Tools link from the toolbar section and select the Pop-Up Blocker from the dropdown menu, then Click Turn off Pop-Up Blocker.(NOTE : Pop-Up Blocker setting display depends on IE Version)

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d. To change screen resolution, right click on your screen and select Properties. Go to Settings and adjust the screen resolution as shown below:

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URLs to Remember•Real GMIS Web-Based URL

•https://---------------•Test GMIS Web-Based URL

•https://agency.dbm.gov.ph

https://psipop.dbm.gov.ph/

https://agency.dbm.gov.ph/

https://agency.dbm.gov.ph/


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Go to ePSIPOP page. Type in the address bar.

How to access ePSIPOPOn the page displayed, click ‘Continue to this website (not recommended)’ It is safe to click this because we know the site.

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Certification Error27 April 2012

How to Correct Certificate ErrorOn the page displayed, click ‘Certificate Error’.

Then View certificates

How to Correct Certificate Error

•Click Install Certificate...


•Click Next.


Then Click Browse… •Click Radio button “Place all Certificate…..”


Then Click OK.•Choose “Trusted Root Certificate Authorities”.


•Click Next.


•Click FInish.


•Click Yes.


•Click OK.

How to access ePSIPOPselect ‘Always Allow Pop-ups from This Site’•If Pop-Up Blocker is on, right click on the highlighted message, then

How to access ePSIPOPThe ePSIPOP page displays as shown below and is now ready to be used.

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ePSIPOP Getting Started

27 April 2012

ePSIPOP Getting Started Login to ePSIPOP

From the ePSIPOP page , enter a valid user name and password, then click the Log-in button.

(NOTE : Username and password must be submitted to DBM and must be created by Admin)


At first login, the default password is the same as username. The system will require to change your password. Note: Maximum allowable characters for the username is 12 and 15 characters for the password.

To change your default password, enter your new password , then click Submit.

After successful change of password, the Home page will be displayed and will require you to enter your username and your new password.

ePSIPOP Getting Started• 4. Click OK.

ePSIPOP Getting Startedpage contains the organizational units of a particular agency on which your given username has access. If only 1 coverage access, then user will be directed to Itemized page.

After successful login, a Coverage page shown below is displayed. This


Click page number to display other coverage page


Click button to display the PSIPOP (Itemized positions) editing

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NOTE : In the Coverage page, the Status column informs the user of the current status of each Org unit. For the definition of each status, please check the given list below :

STATUS DESCRIPTIONDownloaded • PSIPOP data are copied already from DBM database to Agency

database. • PSIPOP data are already available to end user for editing.(NOTE : Downloading of data is a one-time process only. Any

updates in DBM database particularly in PSI items will be automatically copied to Agency database thru backend process)

For Revision • Approver sends back PSIPOP data to end user for further revision

• PSIPOP data are already available to end user for editing.For Approver Level (n) • End user/Approver level (n) sends PSIPOP data to Approver

Level (n) for review and approval• PSIPOP data are not available for editing to end user

For Upload • Final approver sends PSIPOP data to DBM specialist level• PSIPOP data are not available for editing to end user

Uploaded • PSIPOP data are copied from Agency database to DBM database

• PSIPOP data are already available to end user for editing

The PSIPOP page shown below has the ff. components and their functionalities:

Component FunctionalityLegend If highlight of a row is GREEN , the position is vacant

If highlight of a row is CYAN , the incumbent of the position is 65 years old or aboveIf highlight of a row is MAROON , data entered on a particular row needs approval of DBM specialist when uploaded . This is also signifies that the record is exceptionalIf highlight of a row is YELLOW, this signifies that the row hasbeen edited.

Edit Opens the data entry window . Please see Fig. 1.0 for the sample

Preview Generates PSIPOP report in PDF format. Please check Figure 2.0 for the sample

Search Search for a particular Unique Item # / Name. Please check Fig.3.0 for the sample

For Approval Generates a summary report of records with ‘For Approval’ status. See Fig. 5 for the sample

Refresh Refresh the page to see any changes that took effectSet status of a particular org unit to next level. Please check Fig. 6.0 for the sample

Coverage Redirects to Coverage pageNumeric link to go from one page to another

How to use : Enter the ‘Unique Item No.’ or Name or Position to be searched. Click Find button.NOTE : This search facility uses ‘Filter Like Case’ and ‘Case Insensitive’ criteria

Figure 3.0

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ePSIPOP Editing PageDouble clicked the Edit link in Itemized Position Page. All columns except in gray color except ‘Actual Salary’ are disabled or non-editable. For those editable columns, please see table below for the business rules applied:

Figure 1.0

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Column Name Business Rule

Area Type Area type of specific location of the position. Area type values are based from existing DBM reference table for area type

Area Code Area code of the specific location of the positionArea type values are based from existing DBM reference table for area code

Position Type ‘Unfilled’ if position is vacant OR ‘Filled’ if the position has incumbentRemarks Message that can have a maximum of 30 characters in lengthTIN 1st nine(9) digits of Tax identification # issued by BIR

(NOTE : If TIN of certain position is non-editable, it means that TIN is already existing in the new tax system of BIR. No editing is needed.)

Last Name Last name of the incumbent. Valid entry are as follows:•Letters A-Z, a-z, Ñ, ñ•Single Hyphen (-)•Single Period (.)•Minimum length is two(2) charactersFor those exceptions, the system will accept but will be tagged as ‘For Approval’. On this case, the agency shall submit document to DBM specialist for the necessary evaluation

First Name First name of the incumbent. Valid entry are as follows:•Letters A-Z, a-z, Ñ, ñ•Single Hyphen (-)•Single Period (.)•Minimum length is two(2) charactersFor those exceptions, the system will accept but will be tagged as ‘For Approval’. On this case, the agency shall submit document to DBM specialist for the necessary evaluation

Middle Name Last name of the incumbent. Valid entry are as follows:•Letters A-Z, a-z, Ñ, ñ•Single Hyphen (-)•Single Period (.)•Minimum length is two(2) charactersFor those exceptions, the system will accept but will be tagged as ‘For Approval’. On this case, the agency shall submit document to DBM specialist for the necessary evaluation

Sex Gender of the incumbentBirth Date Date of birth of the incumbent

Date of birth must be earlier than Date of Original Appointment and Date of Last Promotion in order to pass the validation test

Date of Original Appointment

Hiring date of the incumbent Date of Original Appoinment must be later than Date of Birth and earlier than Date of Last Promotion in order to pass the validation test

Date of Last Promotion

Recent date of promotion of an incumbentIf incumbent has no promotion yet, system automatically assigns value same as the date of original appointment for this column

Status Code Current status of the incumbent

Eligibility Code Eligibility issued by CSC to the incumbent relevant to the position

Actual Salary Authorized annual salary of the position. Click to open the Salary window. Please see Fig. 1.1 for the sampleAuthorized annual salary must exists in the Salary Schedule table.For those exceptions, the system will accept but will be tagged as ‘For Approval’. On this case, the agency shall submit document to DBM specialist for the necessary evaluation.

Lookup Status Page

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Lookup Eligibility Page

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Click either monthly or annual salary

Monthly Salary

Annual Salary

Check to enable annual salary – due to exception (Fall outside the salary schedule)

Numeric link

Set the annual salary

Step IncrementSalary Grade

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From the Preview link : Figure 2.0Back

Figure 5.0

Displays summary list of exceptions. To modify the details of the exceptions , select the row then double click

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Figure 6.0 – Ready for Upload Button

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Component Functionality

Range of org units used in setting of status by batch

Set status of org unit(s) to ‘For Revision’ by batch

•In end user level , set status to ‘For Approver Level 1’•In level of Approver Level (n), set status to ‘For Approver Level (n+1)’ if applicable OR ‘For Upload’ if Approver Level (n) is the final approver. Note : Before sending to next approver, a Disclaimer window is shown. Please see Fig. 7.0 for the sample.Automatically set the status of range of org unit(s) to next level by batch

Reset the current status of the org unit(s) by batch

Select the particular row on which the status will be set

Options available for the manual setting of status.Displayed list depends on the user level.Clear Status resets the current status of the org unit done manually.

Submit change status to take effect

Discard changes and close the status window

Figure 7.0

How to use : If all the changes made are acceptable, check ‘I agree’ box. Then click ‘Continue’ to send thePSIPOP of org unit(s) to next level of approvers. If some revisions are still needed, click ‘Cancel’ to cancel sending of PSIPOP of org units to next level of approvers.

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Possible Enhancement

1. Management Reports (i.e Total filled and unfilled, By gender etc)2. Automatic Step Inc after 3 years

Questions?

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ePSIPOP Quickstart Guide

Documents

Transcript of ePSIPOP Quickstart Guide