hr trng...revised[1]
TRANSCRIPT
1Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 1
2Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
PeopleSoft HR
3Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
User perspective
Approval workflow
Manager self-service
AgendaHR processes
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USER PERSPECTIVE
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Shift Allowance
Source: Arial, 10 points, sentence case
MyBeat Navigation
Home Page Intranet Users: http://mybeat.techmahindra.com/
Internet Users: https://mybeat.techmahindra.com/
Application Overview
• Mybeat is a site for Tech Mahindra employees, wherein they
can check latest updates.
• Following things are enabled due to this site-
1. People Search
2. THE HUB
3. Useful links
4. Easy access to applications
5. Email access
6. My Page
6Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
EASY Navigation
Home Page For Intranet Users :http://intraeasy.techmahindra.com/easyhome.aspx
For Internet Users :https://intraeasy.techmahindra.com/easyhome.aspx
Application Overview
• EASY is a user-friendly site for wherein the list of
applications are available for the individuals.
• There are tabs like associate self-service and manager self-
service which can enable the associate to fill timesheet,
raise travel request and apply for leave.
• Favorite applications can be configured on the shortcuts
above.
7Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
MyBeat Navigation
Edit Employee Details MyBeat > My Page > Edit Your Details
Application Overview
• The associate can get to know his/her immediate manager
to whom he/she would be reporting.
• He/she can edit details like mobile number, extension
number, etc.
• The employee can also view self details.
8Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Timesheet and leave management Navigation
Timesheet entry EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Timesheet entry
How to fill timesheet
• The associate needs to chose whether he is in project or
non-project.
• Accordingly, he/she will select the tasks in project or non-
project.
• This application allows the associates to fill in their work
timings for the day/ week. It enables easy filling of entry for
the previous week .
• It also displays the associate time card, I.e. his/her IN and
OUT time along with approvals.
Benefits/Features :
• Allows employee to fill daily entry details
• One stop place for filling daily work timings
• User-friendly application.
9Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Timesheet and leave management Navigation
Leave /Optional holiday request EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave /Optional holiday request
How to apply for leave
• The associate needs to chose the type of leave which
he/she is applying for.
• Details like the start date and the end date of the leave
should be mentioned.
• If any half days taken, the associate should mention them in
partial days.
• If an employee completes 4 hours then it is counted as a half
day.
• If an employee completes minimum 5 hours then it is
counted as a full day.
Benefits/Features :
• Allows employee to apply for leave.
• Leave balance can be checked.
• User-friendly application screen.
10Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Timesheet and leave management Navigation
Leave encashment EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Encashment
How to apply for leave encashment
• The associate needs to chose the reason of encashment the
leave.
• Checking the current balance, the associate can apply for
number of days to be encashed.
Benefits/Features :
• Allows employee to encash the remaining leave.
• User-friendly application screen.
11Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Timesheet and leave management Navigation
Leave card request EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Card Request
How to request for leave card
• The associate can check his/her leave history.
• He/she should select the employee record whether
“offshore” or “onshore”.
• Based on the type of leave the leaves will be displayed.
Benefits/Features :
• Allows employee to check the leave request applied by the
associate.
• User-friendly application screen.
12Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Timesheet and leave management Navigation
Leave request history EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Request History
Application Overview
• The associate can check his/her leave history.
• He/she should select the period in which he/she wants to
view the leave history.
• It shows all types of leaves availed in that period.
• The leave request history shows the –
1. Type of leave
2. Status (approved or not)
3. Start date
4. End date
5. Total number of days
6. Requested by
.
13Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Employee Photo EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Employee Photo
Application Overview
• This screen enables the employee to upload his/her photo.
• After uploading the employee photo, the employee should
click on save.
• This uploaded photo can be viewed by other associates on
Mybeat while carrying out ‘people search.’
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Insurance Nominee Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Insurance Nominee Details
Application Overview
• The associates are provided life insurance protection for
their family members also.
• The associate herein needs to add his/her nominee/s up to a
maximum of 2 members.
• The percentage-wise division should also be given in
multiples of 10.
• After entering the details, click on save to upload the data in
the system.
15Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Relationship Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Relationship Details
Application Overview
• If any associate is having any relative working in Tech
Mahindra, he/she has to provide their details.
• This is done to ensure non-partiality while allocating
projects.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Education details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Education details
Application Overview
• This screen shows skills, competencies and
accomplishments.
• The employee needs to update his/her education details-
1. School
2. Degree
3. Areas of study
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Home and Mailing Address EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Home and Mailing Address
Application Overview
• In this screen the employee can update his/her home and
mailing address.
• It can be same or different based on whether the employee
is a localite or not.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Phone Numbers EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Phone Numbers
Application Overview
• The associate can update his/her phone number in this
screen.
• Multiple numbers can also be added.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Email addresses EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Email addresses
Application Overview
• The employee can add the respective email address for
correspondence.
• Multiple email address can be uploaded.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Marital status EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Marital status
Application Overview
• The marital status of the employee can be changed after
his/her marriage.
• The associate needs to attach the supporting documents like
marriage certificate to validate the same.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Emergency Contact EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Emergency Contact
Application Overview
• Emergency contacts can be added in this screen.
• The relationship to the person whose number is given
should be mentioned.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Name Change EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Name Change
Application Overview
• After marriage, sometimes the name of female employees
might get changed.
• This screen enables the associate to change the name .
• The supporting documents for the same need to be given.
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Shift Allowance
Source: Arial, 10 points, sentence case
Personal Information Navigation
Passport Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Passport Details
Application Overview
• Employee can update his/her passport data by filling the
details like-
1. Country of employee
2. Citizenship Status
3. Passport Number
4. Date of issue
5. Expiry date of passport
6. Country of Issue
7. State of Issue
8. City of issue
9. Issuing authority
• Employee should also attach the scanned copy of his/her
passport.
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Shift Allowance
Source: Arial, 10 points, sentence case
Payroll and Compensation Navigation
View Pay slips EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > View Payslips
Application Overview
• The employee can view his/her pay slip in this screen.
• The pay slips can be viewed by entering LAN id and
password.
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Shift Allowance
Source: Arial, 10 points, sentence case
Payroll and Compensation Navigation
Update PAN number EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > Update PAN No.
Application Overview
• This tab facilitates an associate to update his/her PAN
details.
• Updation of PAN and Bank Details helps in easy processing
of the salary to the respective accounts.
26Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Payroll and Compensation Navigation
VPF enrolment EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > VPF enrolment
Application Overview
• This tab facilitates an associate to declare any Voluntary
Contribution.
• VPF contribution can be declared within one month from
their hire date.
• VPF can be changed In the month of April / October.
27Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Payroll and Compensation Navigation
Bank Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > Bank Details
Application Overview
• Bank details need to be updated
here.
28Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Payroll and Compensation Navigation
Flexi Declaration EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Transaction > Flexi Declaration
Application Overview
• An associate can change his flexible pay by declaring
appropriate flexi.
• This flexi declaration can be done only once in the financial
year.
• If the associate wants to receive whole flexible pay , he
should make the declared amount as zero.
• The employee will receive this amount after tax deductions.
• If the employee doesn’t want to have in the salary, he/she
can claim for it by submitting LTA and medical bills.
29Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Exit Navigation
Submit Resignation EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Exit> Submit Resignation
Application Overview
• This is the screen where employee can submit his/her
resignation.
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APPROVAL WORKFLOW
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LMS
Leave Type Approvers
Level-1 Level-2 Level-3
Earned Leave Supervisor - -
Maternity Leave Supervisor Base HR SPOC -
Loss of Pay (if leave
is more than or equal
to 7 days)
Supervisor IBU Head Base HR
SPOC
Optional Leave Auto approval
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MANAGER SELF-SERVICE
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Shift Allowance
Source: Arial, 10 points, sentence case
Manager Self Service Navigation
Home Page EASY > Easy Links > Manager Self-Service
MyBeat > PS-H > Main Menu > Manager Self-Service
Application Overview
Manager Self Service is a facility available in
PS(H) and PS(F) for managers to approve ,
reject any transactions/ requests raised by his
reportees.
It includes various options like –
• Allowances
• Timesheet approvals
• Leave approvals
• Job and information
• Direct reportee details
• Clearance checklist
• Review transactions
• Offer exceptional approval
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Shift Allowance
Source: Arial, 10 points, sentence case
Manager Self Service Navigation
Approve Timesheet/Leaves EASY > Easy Links > Manager Self-Service > Leave Approval / Timesheet Approval
MyBeat > PS-H > Main Menu > Manager Self-Service > Timesheet and Leave Management
Application Overview
• This option facilitates the manager to
approve/deny timesheet, leaves, manage
schedules.
• Timesheet/can be approved by-
- Transaction number
- Reported time
- Payable time
- Exceptions
- Overtime requests
• Leaves can be approved by-
- Bulk approval
- Approve/deny leave requests
35Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Manager Self Service Navigation
Reporting Change EASY > Easy Links > Manager Self-Service > Reporting Change Approval
MyBeat > PS-H > Main Menu > Manager Self-Service > Job and Personal Information > Request Reporting Change
Procedure
• This option facilitates the manager to select
his/her reportees and assign them a new
supervisor.
• The manager needs to select the employee
whose supervisor needs to be changed.
• After selecting the employee/current
reportee, he needs to add his/her new
supervisor’s id and click on OK.
36Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
Shift Allowance
Source: Arial, 10 points, sentence case
Manager Self Service Navigation
Accept Resignation EASY > Easy Links > Manager Self-Service > Employee Separation Approval
MyBeat > PS-H > Main Menu > Manager Self-Service > Job and Personal Information > Accept Resignation
Procedure
• This option is used by the manager to
accept resignations given by his reportee.
• The manager needs to select the employee
who has submitted the resignation.
• After selecting the employee the last
working day needs to be added.
• If it is a contractual employee or a sub-con,
the default date will be 30days from the
date of resignation.
• For an employee who has joined after 1st
May 2014, the default last date will be 90
days from the date of resignation.
• For employees who have joined before 1st
May 2014, the default date will be 60 days
from the date of resignation.
37Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.
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