Classic | Utilising Manager Self Service Functionality

Classic | Utilising Manager Self Service Functionality

About

Employee Self Service (ESS) functionality allows the employee to log in as a user and access screens that are relevant to the employee. Manager Self Service (MSS) adds to this functionality by permitting the manager access to selected information of staff reporting to them.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Utilising Manager Self Service Functionality for the Classic version of the system.

An Example of the Classic Landing Page


The article that explains the same for the new and improved NextGen version, is coming soon.

An Example of the NextGen Landing Page


Edition

This feature is available on Premier and Master.

Overview

To implement Manager Self Service, a MSS Security Role should be created to specify the screens and permissions the managers should have access to.

Navigation: Company Menu>Security>Security Roles

Ensure you select the indicator is this role a manager self service role?.




Once the Security Role has been saved, you will need to specify the permissions by selecting Add/Edit/View Permissions link.



Accessing Manager Self Service



Important Comment

Linking reporting lines
For Manager Self Service to function effectively, employees’ reporting lines need to be linked correctly on the Employee Position Screen.
One MSS Security Role per Company will be Automatically Assigned
If the indicator, is this role a manager self service role? is selected, the system will automatically assign all employees to the MSS Security Role when they register for Employee Self Service.  A company can only have one specified MSS Security Role.

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