HR Connect Release 11 - New Features v1.1
-
Upload
tom-wagner -
Category
Documents
-
view
46 -
download
0
Transcript of HR Connect Release 11 - New Features v1.1
HR Connect Release 11 - New Features
Employee Self-Service (ESS), Manager Self-Service (MSS), HCM Business
Services and Benefits
Version 1.1
August 12, 2016
HR Connect Release 11 - New Features v1.1 Page 1 of 66
Contents Employee Self Service (ESS) Guide: New Fusion Features ............................................................................ 2
How to Enroll in Benefits for the First Time .............................................................................................. 2
How to View Your Benefits from Personal Information ......................................................................... 11
How to View Your Compensation Details from Personal Information ................................................... 13
How to Edit My Details from Personal Information ............................................................................... 15
How to Manage Document Records for Name /Date of Birth /National Identifier (e.g., SSN#) Change
Requests .................................................................................................................................................. 20
How to View Your Own Employment Details from Personal Information ............................................. 24
How to View General Employment Information for Molina Personnel ................................................. 26
How to Add Language Skills .................................................................................................................... 30
How to Add Licenses and Certifications.................................................................................................. 34
Manager Self-Service (MSS) Guide: New Fusion Features ......................................................................... 38
How to View Your Direct Report’s Employment Details ......................................................................... 38
How to View Employee Reporting and Analytics .................................................................................... 42
How to Access Manager Resources to View Organizational Chart ......................................................... 49
HCM Business Services: New Fusion Features ............................................................................................ 52
How to Perform Employee Work Transactions from Person Management ........................................... 52
How to Search for Employees without Leaving Employee Information Page ........................................ 53
How to Reassign Terminated Manager’s Employees from Person Management .................................. 55
How to Add Licenses/Certifications and Languages from Person Management ................................... 58
How to Add Multiple Managers When Hiring Employees & Contingent Workers ................................. 61
Benefits: New Fusion Feature ..................................................................................................................... 62
How to Assign and Update Benefits Relationships ................................................................................. 62
HR Connect Release 11 - New Features v1.1 Page 2 of 66
Employee Self Service (ESS) Guide: New Fusion Features
How to Enroll in Benefits for the First Time
1. Open HR Connect.
2. Select Benefits (highlighted in red below) and click the icon.
Result: The Benefits window opens.
HR Connect Release 11 - New Features v1.1 Page 3 of 66
3. If you plan to cover family members or add others as beneficiaries, click the Manage People I
Plan to Cover icon, complete the form and click the button (as illustrated below).
4. To add more contacts you wish to cover, click the button (as illustrate below).
HR Connect Release 11 - New Features v1.1 Page 4 of 66
5. When ready to proceed, click (as illustrated below).
6. Click the button (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 5 of 66
7. After confirming the people you wish to cover, click the button (as illustrated below).
Result: When the popup box appears, click the button
.
8. In the Authorization page, read the terms and click the button (as illustrated below).
Note: You may also print the terms by clicking the button.
HR Connect Release 11 - New Features v1.1 Page 6 of 66
9. Select your preferred Medical Plan and click the button (as illustrated below).
10. Select your preferred Dental Plan and click the button (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 7 of 66
11. Select your preferred Vison Plan and click the button (as illustrated below).
12. Select your preferred Flexible Spend Account (FSA) Plan and click the button (as
illustrated below).
HR Connect Release 11 - New Features v1.1 Page 8 of 66
13. The Company Paid Plan options are automatically selected as they are company-provided
benefits. Click the button (as illustrated below).
14. Select your preferred Voluntary Life Plan and click the button (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 9 of 66
15. Select and allocate to Designations accordingly and click the button (as illustrated below).
16. Review your Benefits selections and, when ready, click the button (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 10 of 66
Result: A Benefits Confirmation page will summarize your elections. Click the
button to print your election. When ready, click the button (as illustrated below).
Result: You return to the Benefits enrollment page.
Note: View Pending Actions is now removed.
HR Connect Release 11 - New Features v1.1 Page 11 of 66
How to View Your Benefits from Personal Information
1. Open HR Connect.
2. Select Personal Information by clicking on the icon (in red below).
Note: For Managers, Personal Information may be located in the About Me icon.
Result: The My Details page opens.
HR Connect Release 11 - New Features v1.1 Page 12 of 66
3. Click on the gray Benefits icon (as illustrated below).
Result: Your Benefits summary page opens.
HR Connect Release 11 - New Features v1.1 Page 13 of 66
How to View Your Compensation Details from Personal Information
1. Open HR Connect.
2. Select Personal Information by clicking on the icon (in red below).
Note: For Managers, Personal Information may be located in the About Me icon.
Result: The My Details page opens.
HR Connect Release 11 - New Features v1.1 Page 14 of 66
3. Click on the gray Compensation icon (as illustrated below).
Result: Your Compensation summary page opens.
HR Connect Release 11 - New Features v1.1 Page 15 of 66
How to Edit My Details from Personal Information
1. Open HR Connect.
2. Select Personal Information by clicking on the icon (in red below).
Note: For Managers, Personal Information may be located in the About Me icon.
Result: The My Details page opens.
HR Connect Release 11 - New Features v1.1 Page 16 of 66
3. Click the button (as illustrated below).
4. In the Edit My Details: Contact Information screen, change or add information as necessary and
click the button (as illustrated below).
Note: To add Contacts and Addresses, click the button and enter new information.
To edit information, click the icon and update information accordingly.
HR Connect Release 11 - New Features v1.1 Page 17 of 66
5. To change Biographical Information, such as your Marital Status, click the icon, edit your
information as required, and click the button (as illustrated below).
Note: To edit Biographical information, click the icon and update accordingly.
6. To add Contacts, click the button and add a new contact—or existing contact, which would
be a Molina employee in the system—and press the button (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 18 of 66
7. Enter the information as necessary and click the button (as illustrated below).
8. To add Documents—for Citizenships, Driver’s Licenses, Passports, Visas and Permits—click the
icon (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 19 of 66
9. Click on the icon next to the document type you wish to add, complete the form
appropriately and click the button (as illustrated below).
Result: Your document is entered and you are returned to the My Details page.
Note: Your document is now listed (in red above).
HR Connect Release 11 - New Features v1.1 Page 20 of 66
How to Manage Document Records for Name /Date of Birth /National
Identifier (e.g., SSN#) Change Requests
1. Open HR Connect.
2. Select Personal Information by clicking on the icon (in red below).
Note: For Managers, Personal Information may be located in the About Me icon.
Result: The My Details page opens.
HR Connect Release 11 - New Features v1.1 Page 21 of 66
3. Click on the gray button next to your profile picture (as illustrated below).
Result: Your Personal Information summary card opens.
HR Connect Release 11 - New Features v1.1 Page 22 of 66
4. Click on Personal and Employment (as illustrated below)
5. Click on Manage Document Records (as illustrated below).
Result: The Manage Document Records window opens.
HR Connect Release 11 - New Features v1.1 Page 23 of 66
6. Click on the icon (as illustrated below).
7. Enter the 1) Type, 2) Document Code, 3) From Date, 4) new name in Issuing Comments field, 5)
Change Request, 6) Required Document type, 7) attach supporting documentation by clicking on
the icon and then 8) click on the button (as illustrated below).
Note: Document Code format (date_person #, e.g.)
HR Connect Release 11 - New Features v1.1 Page 24 of 66
How to View Your Own Employment Details from Personal Information
1. Open HR Connect.
2. Select Personal Information by clicking on the icon (in red below).
Note: For Managers, Personal Information may be located in the About Me icon.
Result: The My Details page opens.
HR Connect Release 11 - New Features v1.1 Page 25 of 66
3. Click on the gray employment details icon (as illustrated below).
Result: The Employment Information page opens.
HR Connect Release 11 - New Features v1.1 Page 26 of 66
How to View General Employment Information for Molina Personnel
1. Open HR Connect.
2. Select Directory by clicking on the icon (in red below).
3. In the Directory window, type in the employee’s name you want to find and press Enter or click
on the icon (as illustrated below).
Result: The employee (or employees, if they share the same name) is displayed.
HR Connect Release 11 - New Features v1.1 Page 27 of 66
4. For basic information about the employee, hover your cursor over the name to activate an
orange information icon (in red below).
5. Click on the orange information icon.
Result: An employee information popup window displays general details.
Note: Managers can access this same information and popup window through My Team by
hovering over employee names and clicking the icon.
HR Connect Release 11 - New Features v1.1 Page 28 of 66
6. For more detailed information, including the employee’s Department, Job, Hire Date, Contact
Details and Manager, click on the employee’s name (as illustrated below).
Result: Department, Job, Hire Date, Contact Details and Manager are displayed.
HR Connect Release 11 - New Features v1.1 Page 29 of 66
7. To see a manager’s direct reports, click the organizational chart icon (as illustrated below).
Result: The manager’s team displays as an organizational chart.
Note: Click the button when finished.
HR Connect Release 11 - New Features v1.1 Page 30 of 66
How to Add Language Skills
1. Open HR Connect.
2. Select Talent Profile by clicking on the icon (in red below).
3. In the Skills and Qualifications window, click the button (as illustrated below).
Result: The Edit Skills and Qualifications window opens.
HR Connect Release 11 - New Features v1.1 Page 31 of 66
4. To add Languages skills or Licenses and Certifications, click + Add Content (in red below).
5. For Languages, click Languages (as illustrated below).
6. To enter a language, click the button in the Name field (as illustrated below).
Note: Click Search, enter the name of the additional language skill and select.
HR Connect Release 11 - New Features v1.1 Page 32 of 66
7. After selecting the appropriate language, click on the button in the Reading, Writing and
Speaking fields and choose the appropriate levels for each (as illustrated below).
Note: If in doubt of your skill level, click to open the Language Rating Description.
Note: Select Native, Able to Translate and/or Able to Teach, if applicable.
HR Connect Release 11 - New Features v1.1 Page 33 of 66
8. Click the button (as illustrated below).
Result: The popup window appears. Click OK.
Note: To add more languages, click the icon next to Languages and repeat process.
HR Connect Release 11 - New Features v1.1 Page 34 of 66
How to Add Licenses and Certifications
1. Open HR Connect.
2. Select Talent Profile by clicking on the icon (in red below).
3. In the Skills and Qualifications window, click the button (as illustrated below).
Result: The Edit Skills and Qualifications window opens.
HR Connect Release 11 - New Features v1.1 Page 35 of 66
4. To add Licenses or Certifications, click + Add Content (in red below).
5. Click on Licenses and Certifications (as illustrated below).
6. To enter a License or Certification, click the button in the Name field (as illustrated below).
Note: Click Search, enter the name of the License or Certification and select.
HR Connect Release 11 - New Features v1.1 Page 36 of 66
7. After selecting the appropriate License or Certification, enter the Number, Expiration Date and
Issued Date (as illustrated below).
Note: Select Renewal in Progress, if applicable.
Note: Click on the arrow to the left of Name to expand Description field.
HR Connect Release 11 - New Features v1.1 Page 37 of 66
8. Click the button (as illustrated below).
Result: The popup window appears. Click OK.
Note: To add more Licenses or Certifications, click the icon next to Licenses and
Certifications and repeat process.
HR Connect Release 11 - New Features v1.1 Page 38 of 66
Manager Self-Service (MSS) Guide: New Fusion Features
How to View Your Direct Report’s Employment Details
1. Open HR Connect.
2. Select My Team by clicking on the icon (in red below).
Result: Your My Team window opens.
HR Connect Release 11 - New Features v1.1 Page 39 of 66
3. Click on the desired employee’s name (as illustrated below).
Result: The employee’s Employment Information page opens.
HR Connect Release 11 - New Features v1.1 Page 40 of 66
4. To view salary details, click the gray compensation icon (as illustrated below).
Result: The employee’s salary summary page opens.
HR Connect Release 11 - New Features v1.1 Page 41 of 66
5. To view the employee’s skills and qualifications, click the gray icon (as illustrated below).
Result: The employee’s Skills and Qualifications window opens.
Note: Click the button when finished.
HR Connect Release 11 - New Features v1.1 Page 42 of 66
How to View Employee Reporting and Analytics
1. Open HR Connect.
2. Select My Team by clicking on the icon (in red below).
Result: Your My Team window opens.
HR Connect Release 11 - New Features v1.1 Page 43 of 66
3. Click the Reports and Analytics icon in the My Team screen (as illustrated below).
Result: The Headcount summary popup window opens.
HR Connect Release 11 - New Features v1.1 Page 44 of 66
4. Click the button to open the Workforce Mobility window (as illustrated below).
Result: Workforce Mobility popup window opens.
Note: You may view Workforce Mobility by Team or Department.
HR Connect Release 11 - New Features v1.1 Page 45 of 66
5. To view Workforce Mobility by Team, click the button in the View by field and select Team
(as illustrated below).
Result: The Workforce Mobility by Team window opens in Table format.
HR Connect Release 11 - New Features v1.1 Page 46 of 66
6. To view Workforce Mobility by Department, click the button in the View by field and select
Department (as illustrated below).
Result: The Workforce Mobility by Department window opens in Table format.
HR Connect Release 11 - New Features v1.1 Page 47 of 66
7. To view Workforce Mobility by Team as a Graph, click the button in the Show field and
select Graph (as illustrated below).
Result: The Workforce Mobility by Team Graph window opens.
HR Connect Release 11 - New Features v1.1 Page 48 of 66
8. To view Workforce Mobility by Department as a Graph, click the button in the Show field
and select Graph (as illustrated below).
Result: The Workforce Mobility by Department Graph window opens.
HR Connect Release 11 - New Features v1.1 Page 49 of 66
How to Access Manager Resources to View Organizational Chart
1. Open HR Connect.
2. Select My Team by clicking on the icon (in red below).
Result: Your My Team window opens.
HR Connect Release 11 - New Features v1.1 Page 50 of 66
3. Click on the Related Links icon to access panel drawer (as illustrated below).
4. Click the Manager Resources link (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 51 of 66
Result: The organizational chart opens.
Note: You can change views to include Subordinate Levels to Display as well as View
Matrix Chart.
HR Connect Release 11 - New Features v1.1 Page 52 of 66
HCM Business Services: New Fusion Features
How to Perform Employee Work Transactions from Person Management
1. Select My Workforce.
2. Under Person Management: Search, enter the name of the appropriate person.
3. Click on the Action icon for the appropriate employee (as illustrated below).
Result: The same menu of options found in from My Team (i.e., Absences, Payroll,
Compensation, Personal and Employment, and Workforce Modeling) opens.
HR Connect Release 11 - New Features v1.1 Page 53 of 66
How to Search for Employees without Leaving Employee Information Page
1. Select My Workforce.
2. Under Person Management: Search, enter the name of the appropriate person.
3. Click on appropriate employee’s name (as illustrated below).
4. When done with that employee’s transaction, click on the icon to search for next employee
(as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 54 of 66
5. Enter next name in the Keywords field and click the button (as illustrated below).
6. You can now process transactions out of the Search Person window (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 55 of 66
How to Reassign Terminated Manager’s Employees from Person Management
1. Select My Workforce.
2. Under Person Management: Search, enter the name of the appropriate person.
3. Click on the Actions icon for the appropriate employee (as illustrated below).
Result: The same menu of options found in from My Team (i.e., Absences, Payroll,
Compensation, Personal and Employment, and Workforce Modeling) opens.
HR Connect Release 11 - New Features v1.1 Page 56 of 66
4. Click Manage Work Relationship (as illustrated below).
5. Click Actions and select Terminate (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 57 of 66
6. Click on Reassign Line Reports to list the manger’s direct reports (in red below).
7. Type in new manager’s name in the Name field and select appropriately (as illustrated below).
Note: Make sure to reassign all direct reports prior to terminating manager.
HR Connect Release 11 - New Features v1.1 Page 58 of 66
How to Add Licenses/Certifications and Languages from Person Management
1. Select My Workforce.
2. Under Person Management: Search, enter the name of the appropriate person.
3. Click on the Action icon for the appropriate employee (as illustrated below).
Result: The same menu of options found in from My Team (i.e., Absences, Payroll,
Compensation, Personal and Employment, and Workforce Modeling) opens.
HR Connect Release 11 - New Features v1.1 Page 59 of 66
4. Click Personal and Employment and select Manage Talent Profile (as illustrated below).
5. Click on Edit (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 60 of 66
Result: The Edit Skills and Qualifications tab opens.
Note: For Licenses and Certifications, expand Description field.
HR Connect Release 11 - New Features v1.1 Page 61 of 66
How to Add Multiple Managers When Hiring Employees & Contingent Workers
1. Under Manager Details within the Employment Information train stop, assign a manager.
2. To add a second manager, click on the button.
3. Enter the second manager following same process (as illustrated below).
4. If more managers are required, repeat Step 3 until complete.
5. Finish the hiring process and click the button.
HR Connect Release 11 - New Features v1.1 Page 62 of 66
Benefits: New Fusion Feature
How to Assign and Update Benefits Relationships
1. Open HR Connect.
2. Select Benefits Administration by clicking on the icon (in red below).
Result: The Benefits Administration menu opens.
HR Connect Release 11 - New Features v1.1 Page 63 of 66
3. Click the Evaluation and Reporting icon (as illustrated below).
4. Under the Overview window, click the Processes tab next to Life Events (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 64 of 66
5. Click Maintenance Processes at bottom of Life Events Processes window (as illustrated below).
Result: The Maintenance Processes section expands (in red below).
HR Connect Release 11 - New Features v1.1 Page 65 of 66
6. Click the gray icon in the Assign and Update Benefits Relationships row (as illustrated below).
7. Enter the name of the appropriate employee in the Person Name field (as illustrated below).
HR Connect Release 11 - New Features v1.1 Page 66 of 66
8. Click the button (as illustrated below).