Change of Line Manager Quick Reference Guide INSS v2 · MSS Change of Line Manager Quick Reference...
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UK SBS Training Services Team Oracle 12 – Manager Self Service Change of Line Manager Quick Reference Guide
Transcript of Change of Line Manager Quick Reference Guide INSS v2 · MSS Change of Line Manager Quick Reference...
UK SBS Training Services Team
Oracle 12 – Manager Self Service
Change of Line Manager
Quick Reference Guide
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
Page ii
Version 1.0
Version Control
Version Created Author Reviewer Signed Off
1.0 Sep-2013 R. Hill
2.0 Feb-2014 R.Hill
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
Page iii
Version 1.0
Contents 1 Change of Line Manager ..................................................................................................... 1
1.1 Employee with no Existing or New Reportees ........................................................................ 2
1.2 Employee with no Existing Reportees but with New Reportees .............................................. 4
1.3 Employee with Existing Reportees but with no New Reportees .............................................. 8
1.4 Employee with Existing Reportees and with New Reportees ................................................ 13
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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Version 1.0
Legend
These recognised abbreviations tell you what action to take. They will not appear as options on the Oracle 12 system, but are our instructions to you:
(N) – Navigate
(T) – Tab
(ST) – Sub Tab
Action Note:
This is to draw your attention to an action you MUST take in order to effectively use the system.
Learning Note:
This is to draw your attention to useful additional information that you may find interesting.
Caution Note:
This is to give you forewarning about an action that is NOT advisable or may have consequences that could impact on your effective use of the system.
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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Version 1.0
1 Change of Line Manager
(N) GSSC Manager Self-service BIS Business Group > Contractual Changes > Change of Line Manager
Caution Note:
It is only the current Manager or Countersigning Officer who can change the Line Manager of the existing employees within their reporting hierarchy.
For example, the current Manager can change an existing employee to a new Manager if the employee is remaining in their current role and is simply reporting to a different Manager. Alternatively, if the current Manager is on long term absence, the Countersigning Officer can reassign the employees within their hierarchy to a different Manager.
Learning Note:
This function also allows you to assign new direct reports (reportees) to your employee and also reassign any of their existing direct reports (reportees). Notifications will be sent to any employee affected by the change.
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Oracle R12
Phase 1 Transition Training
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1.1 Employee with no Existing or New Reportees
The current Manager’s existing employees will be displayed. Their employees’ reportees can also be viewed, indicated by the Plus button:
1. Click the Action button next to the employee that you are wishing to reassign to another Line
Manager:
2. Enter the date that the change of Line Manager will be effective from.
3. Click
The Employee’s current Line Manager will automatically be displayed.
4. Click next to the Manager field:
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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5. Delete the existing Line Manager.
6. Enter the new Line Manager’s surname (using the wildcard %).
7. Click
8. Click the Quick Select button for the new Line Manager:
The new Line Manager is displayed.
9. Click
The Review screen is now displayed.
10. Click
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Oracle R12
Phase 1 Transition Training
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Learning Note:
On submitting, the changes will automatically be made effective from the date selected.
The employee and both the previous and new Line Manager will now receive a notification, detailing the changes.
11. Click to return to the Manager Self-Service menu.
1.2 Employee with no Existing Reportees but with New Reportees The current Manager’s existing employees will be displayed. Their employees’ reportees can also be viewed, indicated by the Plus button:
1. Click the Action button next to the employee that you are wishing to reassign to another Line
Manager:
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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2. Enter the date that the change of Line Manager will be effective from.
3. Click
The Employee’s current Line Manager will automatically be displayed.
4. Click next to the Manager field:
5. Delete the existing Line Manager.
6. Enter the new Line Manager’s surname (using the wildcard %).
7. Click
8. Click the Quick Select button for the new Line Manager:
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Oracle R12
Phase 1 Transition Training
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Version 1.0
The new Line Manager is displayed.
The employee will now also be responsible for managing a New Direct Report (reportee).
9. Click next to the New Direct Report field:
Learning Note:
Note the Effective Transfer Date will default to the date selected on the previous page.
To change the Effective Transfer Date for the new Direct Reports, simply overtype or use the calendar to select an alternative date.
10. Enter the new Direct Report’s surname (using the wildcard %).
11. Click
12. Click the Quick Select button for the new Direct Report:
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Oracle R12
Phase 1 Transition Training
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Version 1.0
The New Direct Report is now displayed.
Learning Note:
To add a further Direct Report, click on the Add Another Row button and follow the same process.
If you add a Direct Report in error, you can delete them from the list by clicking on the Remove icon.
13. Click
The Review screen is now displayed.
14. Click
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Oracle R12
Phase 1 Transition Training
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Learning Note:
On submitting, the changes will automatically be made effective from the date selected.
The employee and both the previous and new Line Manager will now receive a notification, detailing the changes.
15. Click to return to the Manager Self-Service menu.
1.3 Employee with Existing Reportees but with no New Reportees
The current Manager’s existing employees will be displayed. Their employees’ reportees can also be viewed, indicated by the Plus button.
1. Click the Plus button to view the reportees of the employee:
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Oracle R12
Phase 1 Transition Training
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Learning Note:
The current Manager could change the Line Manager of anyone within their reporting hierarchy.
2. Click the Action button next to the employee that you are wishing to reassign to another Line
Manager:
3. Enter the date that the change of Line Manager will be effective from.
4. Click
The Employee’s current Line Manager will be automatically displayed.
5. Click next to the Manager field:
6. Delete the existing Line Manager.
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Oracle R12
Phase 1 Transition Training
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Version 1.0
7. Enter the new Line Manager’s surname (using the wildcard %).
8. Click
9. Click the Quick Select button for the new Line Manager:
The new Line Manager is displayed.
The employee’s existing Direct Reports (reportees) can now also be reassigned to a new Line Manager. If the Direct Reports are remaining with the current employee, simply click Next to continue to the Review page.
The following steps demonstrate how to reassign the Direct Reports:
Action Note:
There are two methods of Reassigning Direct Reports:
1) Reassign all of the Existing Direct Reports to a new Line Manager, using the Assign to All button.
2) Reassign the Existing Direct Reports individually, for example if they will be reporting to different Line Managers.
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Oracle R12
Phase 1 Transition Training
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Version 1.0
10. Click next to the Direct Report’s Manager field.
11. Enter the new Line Manager’s surname (using the wildcard %).
12. Click
13. Click the Quick Select button for the new Line Manager:
14. Click
The Manager of the Direct Reports has now changed.
15. Click
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Learning Note:
To reassign the Direct Reports individually, you would click on the magnifying glass next to the Direct Report’s Manager field for the employee you wish to reassign.
The Review screen is now displayed.
16. Click
Learning Note:
On submitting, the changes will automatically be made effective from the date selected.
The employee and both the previous and new Line Manager will now receive a notification, detailing the changes.
17. Click to return to the Manager Self-Service menu.
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Oracle R12
Phase 1 Transition Training
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1.4 Employee with Existing Reportees and with New Reportees
The current Manager’s existing employees will be displayed. Their employees’ reportees can also be viewed, indicated by the Plus button.
1. Click the Plus button to view the reportees of the employee:
Learning Note:
The current Manager could change the Line Manager of anyone within their reporting hierarchy.
2. Click the Action button next to the employee that you are wishing to reassign to another Line
Manager:
3. Enter the date that the change of Line Manager will be effective from.
4. Click
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Oracle R12
Phase 1 Transition Training
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Version 1.0
The Employee’s current Line Manager will be automatically displayed.
5. Click next to the Manager field:
6. Delete the existing Line Manager.
7. Enter the new Line Manager’s surname (using the wildcard %).
8. Click
9. Click the Quick Select button for the new Line Manager:
The new Line Manager is displayed.
The employee’s existing Direct Reports (reportees) can now also be reassigned to a new Line Manager. If the Direct Reports are remaining with the current employee, simply click Next to continue to the Review page.
The following steps demonstrate how to reassign the Direct Reports:
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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Version 1.0
Action Note:
There are two methods of Reassigning Direct Reports:
1) Reassign all of the Existing Direct Reports to a new Line Manager, using the Assign to All button.
2) Reassign the Existing Direct Reports individually, for example if they will be reporting to different Line Managers.
10. Click next to the Direct Report’s Manager field.
11. Delete the existing Line Manager.
12. Enter the new Line Manager’s surname (using the wildcard %).
13. Click
14. Click the Quick Select button for the new Line Manager:
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Oracle R12
Phase 1 Transition Training
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15. Click
The Manager of the Direct Reports has now changed:
The employee will now also be responsible for managing a New Direct Report (reportee).
16. Click next to the New Direct Report field:
Learning Note:
Note the Effective Transfer Date will default to the date selected on the previous page.
To change the Effective Transfer Date for the new Direct Reports, simply overtype or use the calendar to select an alternative date.
17. Enter the new Direct Report’s surname (using the wildcard %).
18. Click
19. Click the Quick Select button for the new Direct Report:
MSS Change of Line Manager Quick Reference Guide
Oracle R12
Phase 1 Transition Training
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The New Direct Report is now displayed.
Learning Note:
To add a further Direct Report, click on the Add Another Row button and follow the same process.
If you add a Direct Report in error, you can delete them from the list by clicking on the Remove icon.
20. Click
The Review screen is now displayed.
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Oracle R12
Phase 1 Transition Training
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21. Click
Learning Note:
On submitting, the changes will automatically be made effective from the date selected.
The employee and both the previous and new Line Manager will now receive a notification, detailing the changes.
22. Click to return to the Manager Self-Service menu.
