July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page...
-
Upload
leonard-hall -
Category
Documents
-
view
214 -
download
0
Transcript of July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page...
![Page 1: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/1.jpg)
July 2010 System Release
Monday, March 1, 2010
![Page 2: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/2.jpg)
2
Agenda for March 1, 2010
• Log In and Home Page Changes/Functionalities• System Branding• Security Role Code Changes (New Codes,
Modifications to Existing, etc.)• Other Security Changes (Password Changes,
Access to Terminated Employees, Audit Trail, etc.)• Health & Insurance Changes• Management Reports• Data Warehouse (External) Reports• Data Warehouse Changes
![Page 3: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/3.jpg)
3
System Wide Changes• Page 1 of Summary Document• Update underlying software and platforms to use
the latest versions offered by the respective vendors
• New branding -- People First logo, colors, header, footers on home pages, Web site links, etc.
• New look and feel for all home pages • Improved performance (reaction time)• Most fields, images and buttons will have tooltips
(hover over functionality)
![Page 4: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/4.jpg)
4
System Wide Changes• Page 11 of Summary Document• Users will no longer have to toggle between “My Direct
Reports” and “My Role View” • Users with direct reports will default to their direct report
employees/positions when launching the My Direct Reports page
• Users without direct reports, but with one or more groups (e.g., requisition, timekeeper, etc.) assigned to them will see a flat list of all individuals in their groups
• Users with the traditional HR roles (A, C, G, H and X -- New role) will see the top position(s) in their agency
• For all other users, the search screen will default to no records found
![Page 5: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/5.jpg)
5
Log In Page• Page 1 of Summary Document• New improved Message Area • The “Job Seekers” section is being redesigned to include:
– Ability for users to browse jobs, create an account or log in – Link to Frequently Asked Questions
• The “User Log In” (State Employees and Retirees) section is being redesigned to include:– List of things that can be performed (e.g., complete time
sheet, update address) – Service Center contact information added
• Link to Frequently Asked Question• New “Helpful Web sites” section with links to key
“employee based information ” Web sites
![Page 6: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/6.jpg)
6
Home Page• Page 2 of Summary Document• New design, colors and People First logo• “Actions” tabbed will be re-titled to “PAR”• Tabs (e.g., Management, Time & Payroll, Staffing) will be re-
ordered based on the user’s role • The “Job Applications” tab is being removed (added as link
in Helpful Web site section)• New header (will be on all pages) containing:
– Print link - opens the standard print dialog box– Alerts link - takes the user to their Alerts box– My Time sheet link – opens the employee’s time sheet– Contact Us link – containing Service Center contact information
• New footer (will be on all home pages)
![Page 7: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/7.jpg)
7
Home Page
• User Information Box - will display the user’s ID, name and position title for all positions held
• Updated “My Quick Links” section• New “Helpful Web sites” section• New “My Tasks Due” section• Updated “My Alerts” section• New “Announcements” section
![Page 8: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/8.jpg)
8
Security Changes
• Pages 11 - 13 of Summary Document• Agencies will be able to assign internal
HR roles to OPS employees• Access to role codes have been cleaned
up to ensure appropriate access• “L” role code is being deleted• New role codes to allow statewide view
access to Health and Insurance information
![Page 9: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/9.jpg)
9
Security Changes• New Role Codes:
– ‘I’ – Agency Inspector General– ‘J’ – Agency Training Coordinator – ‘K’ – Agency HR View without Benefits -- Org
Code Range Allowance – ‘U’ – Agency HR -- Org Code Range Allowance– ‘X’ – Agency HR with Statewide Benefits View– ‘Y’ – Agency HR with Statewide Benefits View
-- Org Code Range Allowance
![Page 10: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/10.jpg)
10
Security Changes
• Security Screen– Updated to track date and time of
changes– Updated to remove ability to assign a
role code retroactively– Updated to include Org Code Allowances– Updated to require Statewide access to
be assigned by DMS
![Page 11: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/11.jpg)
11
Security Changes
• Audit Trail– Updated to include additional information– DMS Security Manager will have the ability
to run some audit reports
• Password Changes– Allow up to 30 characters (min of 8)– New passwords will require, at least one
upper and lowercase letter and one number– Can’t re-use last 10 passwords
![Page 12: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/12.jpg)
12
Security Changes
• Internet Browsers– Support IE 8 & IE 7– Support Firefox for Mac Users– Allow other browsers (not supported)– Logged out after 30 minutes of inactivity
![Page 13: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/13.jpg)
13
Security Changes
• Page 14 of Summary Document• Agencies will have the ability to access
terminated employees after employment ends
• Update Access for 30 to 60 days, depending on role code
• View access for 30 days to infinity, depending on role code
• Employee ID creation
![Page 14: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/14.jpg)
14
Benefits Letters
• Page 13 of Summary Document• New header and footer• Benefits Confirmation statement and
letter will be updated to show the early effective date (when elected) for health and life insurance
• Letters are being updated for plain language
![Page 15: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/15.jpg)
15
Qualified Status Changes• Page 13 of Summary Document• Ability to act upon the same QSC multiple times, making
changes or enrolling in different insurance plans • New edits to prevent enrollment of a second spouse • Allow addition of multiple dependents during QSC’s that
allow multiple dependents to be added• New edits to prevent the dependent spouse (spouse
program only) from adding dependents to health insurance• New edits to ensure that terminating the spouse program
only allows the spouses to change coverage levels/drop dependents, not change carriers
• New warning message when changing the annual Medical FSA amount during a QSC
![Page 16: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/16.jpg)
16
Management Reports• Pages 15 – 17 of Summary Document• 22 Management Reports• New reporting module, with additional
flexibility built in allowing users to select from a variety of filters and sorts for most reports
• Reports are real-time reports (no overnight refresh required)
• Ability to export to Excel or print/publish as a PDF
![Page 17: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/17.jpg)
17
Management Reports
• New Reports– Benefits:
• Dependent Documentation• Early Effective Date
– Payroll: • Duplicate Payments Report• Retroactive Payments Report• Payroll Changes Report• Potential Overtime Report• Pay Additive Monitoring Report• Miscellaneous Deductions Report
![Page 18: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/18.jpg)
18
Management Reports
• New Reports– Leave and Attendance
• Leave Summary Report (current balances)• Missing Timesheet Report• FMLA/FSWP Report
– Miscellaneous Reports• Groups Report• Training Transcript
![Page 19: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/19.jpg)
19
Management Reports• Existing Reports – Updated
– Payroll • File 1 (Payroll Output) Report• Leave Without Pay Report
– Leave and Attendance• Time Audit Report• Time Information Report
– Miscellaneous Reports• Evaluation Summary Report• Evaluation Due Report• Outstanding Training Report• Training Summary Report• Training Library Report
![Page 20: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/20.jpg)
20
External Reports• Pages 17 – 21of Summary Document• “External Reports” link on the Management tab will be
renamed to “Data Warehouse Reports”• New look and feel for all pages• New Helpful Links Section• Reports will be group by category (All, leave, budget, HR or
benefits) • Standardized format (header, footer, column names, filter
names, etc.)• Enhanced Report Selection Criteria (new filters, sorts, etc.)• Ability to export to Microsoft Excel (xls, xlsx) , Windows
Notepad, Text (csv, text), Extensible Markup Language (xml), HyperText Markup Language (html) or Adobe Acrobat (pdf)
![Page 21: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/21.jpg)
21
External Reports• System status page (Stoplight) will include legend
– Red -- The materialized views have not updated and the data in most views is at least two days old
– Yellow -- Some materialized views have been updated and any data returned in your query is two days old until the update is completed
– Green -- All materialized views are updated and most views are current as of the previous day.
• Data Warehouse user role code security– Enhanced functionality allowing user access to be
defined by organization code and agency ranges
![Page 22: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/22.jpg)
22
External Reports• New Reports
– Benefits• Benefits Cancellation Report• Benefits Changes Report
– EEO Reports• EEO Utilization Reports• EEO Workforce Reports
– Leave and Attendance Reports• Leave Balance Reports
– Miscellaneous Reports• Licensure Expiration Report• Turnover Report
![Page 23: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/23.jpg)
23
External Reports• Existing Reports – Updated
– Appointment Status Expiration– Average Salary by Class Code/Pay Grade– Benefits Premium History– Benefits Over/Under– Budgeted Positions Report– Employee Roster Report– LAS/PBS Reports– New Hires Report– Position Vacancy Report– Rate Report– Separated Employees Report
![Page 24: July 2010 System Release Monday, March 1, 2010. 2 Agenda for March 1, 2010 Log In and Home Page Changes/Functionalities System Branding Security Role.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649e385503460f94b289ed/html5/thumbnails/24.jpg)
24
Data Warehouse Changes
• Pages 21 – 23 of Summary Document• New Views
– ALM View– Leave Payout View– Outside Employment View– Role Org Code Restricted View
• Updated Views for– Class Assign Date– Key Service Dates