Download - Sap Hcm User Manual Employee Self Service 1
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
1/46
HUMAN CAPITAL MANAGEMENT
TRAINING MANUAL
FOR
Druk Green Power Corporation Limited
Druk Holdings and Investments Limited
Wipro Ltd.
Date: 13.12.2010
Version 1.0
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
2/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 1
Table of Contents
1. eGreen- Employee Self Service ............................................................................................................. 2
1.1. Getting Started .................................................................................................................................. 6
1.2. Employee Self-Service- Home Page .................................................................................................. 7
1.3. Employee Search ............................................................................................................................... 8
1.3.1. Who’s who..................................................................................................................................... 9
1.3.2. Change own data ......................................................................................................................... 13
1.4. Personnel Information .................................................................................................................... 161.4.1. Personal Data .............................................................................................................................. 17
1.4.2. Addresses .................................................................................................................................... 19
1.4.3. Bank Information ......................................................................................................................... 24
1.4.4. Family Members/Dependents .................................................................................................... 24
1.5. Leave Request ................................................................................................................................. 27
1.5.1. Leave Request ............................................................................................................................. 28
1.5.2. Quota Overview .......................................................................................................................... 32
1.6. Payroll .............................................................................................................................................. 33
1.7. Travel and Expenses ........................................................................................................................ 34
1.7.1. Travel Request Creation .............................................................................................................. 35
1.7.2. Travel Expenses ........................................................................................................................... 41
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
3/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 2
1. eGreen- Employee Self Service
eGreen Employee Self Service (ESS) is a SAP Web Portal based application for the employee. With the aid of
this on-line internet based application. Employee can view his/her Human Resources related data from any
place and at any point of time.
Employee Self Service application will aid in improving efficiency to serve internal customer and reduce the
dependency on the paper files.
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
4/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 3
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
5/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 4
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
6/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 5
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
7/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 6
1.1. Getting Started
Employee Self-Service applications provide you with easy access to information and services for
employees. This page gives you an overview of the entire offering.
• Click Internet Explorer
• Click the Favorites
From the Internet Explorer Favorites, select eGreen Portal. As and when you will select the eGreen
portal link, following screen will appear in the browser screen
Enter your Unique User ID and Password and press Log In button.
Click the
Favorites
Type User
ID
Password
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
8/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 7
1.2. Employee Self-Service- Home Page
In the eGreen Employee Self Service Home Page screen, following services will be there:
Employee Search
Personnel Information
Leave Request
Payroll Travel & Expenses
Em lo ee search
Personnel Information
Leave request Pa roll
Travel & Expenses
ESS
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
9/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 8
1.3. Employee Search
This service helps an employee to search his/her colleagues in the company. This is a company
directory service.
Employee Search will provide two services:
Who’s who
Change Own Data
Click on
Em lo ee search
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
10/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 9
1.3.1. Who’s who
Search for employees by name and find basic information about colleagues and position in the company.
Who’s Who offers two types of search options:
Simple Search
Advanced Search
1. Simple Search Search employees in the company using first name and last name.
Follow the below mentioned steps to search an employee using Simple Search
Click on who’s who
Enter the last name
Click on search to
proceed
Enter the first name
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
11/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 10
Following Who’s Who Result screen will appear using Simple Search:
By clicking on Last Name, system will display the employee’s complete profile. For E.g. Profile of Mr. Kencho
Dorji is shown in the below screen.
Click on last name
Details of Mr. Kencho
Dorji is displayed
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
12/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 11
2. Advanced Search Search employee in the company using various criteria like employee number,
name, position, department etc.
Following screen will appear after pressing Advanced Search
Following Who’s Who Result screen will appear using Advanced Search:
Click on Advanced
Search button
Fill in available fields
by which you want
to search the person
Click on SEARCH
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
13/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 12
Click on the last name
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
14/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 13
By clicking on Last Name, system will display the employee’s complete profile. For E.g. Profile of Mr. Kencho
Dorji is shown in the below screen.
1.3.2. Change own data
This service provides employees to maintain some of the important Directory information like phone
numbers, room number, building number etc. One can create/maintain and modify this data.
The employee’s
profile is displayed
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
15/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 14
Overview: Displays existing communication data of employee
Edit: If employee wants to EDIT the communication data, than press EDIT button on the screen. As and when
employee will press EDIT button all the fields will be available in the edit mode.
Click on change
own data
Click edit
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
16/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 15
Edit the existing data on the screen and Press REVIEW button. If the entered data is edited correctly,
than press SAVE button to save the data in the master records.
Note: At every step, there is an option to go to previous steps
Click on SAVE
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
17/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 16
1.4. Personnel Information
The Personal Data service enables the employees to display and edit their own personal data. In this
way, employee can keep their own data up-to-date while simultaneously reducing the number of time
consuming and expensive activities performed by the Human Resources Department.
Personnel Information provides the services to create/change/display information such as bank
details, address, family details and personal information
Click Personnel
Information
Even one can
click that icon
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
18/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 17
After pressing on Personal Information Service link following screen will appears
1.4.1. Personal Data
Following is the Personal Data Overview Screen. Press Edit button if you wants to edit the Personal data.
Click on Edit
button to change
Click on Personal Data
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
19/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 18
In the personal data screen, one can change only the marital status and number of Children fields. All other
fields will be available in the Display mode.
Edit the required data and press REVIEW button. If the entered data is correct then press SAVE button to
save the records in the master records.
For E.g.: Edit
marital status
Click SAVE
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
20/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 19
Confirmation: After pressing SAVE button system will show the confirmation message on the screen.
Note: One can also exit the page without saving the data.
1.4.2. AddressesFrom this service employee can accesses the address information to display, change or create new address
information.
Click on Addresses
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
21/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 20
Following is the Address Overview Screen. Press Edit button if you wants to edit the existing Address data.
Edit the required data and press REVIEW button. If the entered data is correct then press SAVE button to
save the records in the master records.
Click edit button
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
22/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 21
Confirmation: After pressing SAVE button system will show the confirmation message on the screen.
Note: One can also exit the page without saving the data.
See the
changes
Confirmation
Click addresses overview or
go back to ESS home page
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
23/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 22
Click on new mailing address
Steps to CREATE mailing address details
Enter all the necessary data and press REVIEW button
Click new mailing
address
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
24/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 23
Confirmation: After pressing SAVE button system will show the confirmation message on the screen.
Note: One can also exit the page without saving the data.
New mailing
address
Click the save
button
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
25/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 24
1.4.3. Bank Information
ESS enables the employees to display the bank details which are stored in the HR master data.
View and exit to go back to home page
1.4.4. Family Members/Dependents
The family members/related person service enables employees to display and edit data about their own
family members and related persons. Employee can only enter the Child details
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
26/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 25
Following is the overview screen. From the overview screen employee can create or change existing family
details.
To create New Child details, press NEW CHILD button
Enter all the required data on the screen and press REVIEW button
Click here to enter the child details
Enter last nameEnter first name
DOB
Click on Review
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
27/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 26
Confirmation: After pressing SAVE button system will show the confirmation message on the screen.
Note: One can also exit the page without saving the data.
Click to save
the data
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
28/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 27
1.5. Leave Request
This functionality enables employee to apply for different types of leaves, view the available up to date leave
balances for different leave types, and track the leave application. This will reduce the paper work and the time
lines in between the leave application, approval by the reporting officer and final updating in the records.
In the Leave Request functionality following services are available:
Leave request
Quota Overview
Click on Leave request
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
29/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 28
1.5.1. Leave Request
Following are the steps to create or change the existing leave request in the system.
Click on leave
re uest
Click this to
hide calendar
Immediatecontrolling officer
Click this to see
overall uota of leave
elect type of
ave Select Leave
Start & End date
Write Remarks if any
ess REVIEW
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
30/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 29
Fill all the required data and press REVIEW. After pressing review button system will show the preview of the
entered records. If the entered values are correct then press SEND button to submit the request for approval
from supervisor.
The leave request has been sent for approval. The immediate supervisor can see the request in his portal
inbox.
Following is the Supervisor inbox screen. In the supervisor inbox, leave request will come with the
subordinate name and request sent date.
Review and if found
correct, send for approval
Confirmation Message
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
31/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 30
To open the leave request, click on the Subject line of the request. As and when supervisor will click on the
subject line, a Pop- up window will open with all the required leave request details including the present
absence quota details of the leave requester.
The Supervisor/ Controlling officer will either reject or approve the request and send back to the employee.
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
32/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 31
Once the controlling officer has approved, the screen will appear.
If approver will approve the leave request then the leave quota of the requester will be automatically
reduced by the number of leave days which are approved. To see the leave balance, requester employee
needs to open the Leave request and click the quota overview to see the leave balance.
Click exit to go back to ESS home page
Approved
The leave quota is
reduced
Exit to go back to ESS
home page
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
33/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 32
1.5.2. Quota Overview
With the help of this service employee can view the updated absence quota of different leave types.
Click exit to go back to ESS home page.
Click on Quota
Overview
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
34/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 33
1.6. Payroll
Employee can view the Salary Statement for the current month as well as previous months. This service
provides employees with a detailed list of payments and deductions information for a selected period.
Salary Statement is integrated with adobe PDF based output which can be saved on the local PC by the user
and can be printed if required.
As and when employee will click on Salary Statement then the current month salary statement will open in
the PDF format if current month payroll executed in the system.
Click on Payroll
Click on Salary Statement
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
35/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 34
1.7. Travel and Expenses
This process is an integrated management of all processes involved in a business trip and travel for training
including expense reports. The process includes the entire procedure of creating a trip, accounting the travel
expenses and the posting of travel expenses in Finance and Controlling (FICO).
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
36/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 35
1.7.1. Travel Request Creation
Employee creates a travel request mentioning all the essential details, like Start and End dates of trip, Place of
visit, any Additional destinations, Advance required etc.
A travel request is subject to relevant approval-cycle before it reaches the travel desk for ticket-booking.
While travel request initiation, employee needs to destination country of travel from the ESS Travelmanagement screen. After selection of the destination country, employee needs to enter reason for travel,activity type and estimated cost of travel.
Acti vi ty Types:
a) Tour for trainingb) Business tour
By default system will take the employee’s department/unit cost center and display the same on screen.
Click on Travel & Expenses
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
37/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 36
As and when employee will click on Create Travel Request service link following screen will come.
Enter all the fields on the screen as shown on the below screen
Click on Travel Request
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
38/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 37
To enter the Advance details press EDIT ADVANCE button
Enter the Advance details and ress ACCEPT button. After entering the advance details, press REVIEW buoon
from the screen
Click on Edit Advance
Click on Accept
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
39/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 38
As and when employee will press REVIEW button, then employee can review the records on the next screen
including the advance details. From the preview screen pressSAVE and SEND button .
Click on Review
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
40/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 39
As and when employee will press Save & send button, then the travel rquest will be sent to the employee’s
reporting manager for approval. System will show the confirmation message.
Click on Save & Send
Confirmation message
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
41/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 40
Employee’s reporting manager will get the employee’s travel request in the ESS inbox (Universal Worklost).
EmployeeReporting manager screens:
To open the Travel request, click on the Subject line of the request. As and when supervisor will click on the
subject line, a Pop- up window will open with all the required Travel request details including the advance
details.
If approver will approve the travel request then the after the travel, employee can initiate the travel expense
report for the same travel request.
Approve Request
Click on Travel request
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
42/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 41
1.7.2. Travel Expenses
Travel Expenses function allows the employee to settle the travel expenses incurred during the trips. The
expense receipts are entered, checked, and settled centrally by the finance department. The travelers enter
the data themselves with a central monitoring of the trip facts and information.
• After the trip has been taken, the traveler completes his or her travel expense report, including allnecessary data and documents.
• The travel expense report is sent to the superior for approval, after which the same reaches theexpenses (finance) department for settlement with financial accounting.
• The expenses department then checks the travel expense report, the original documents and receipts.The trip is then settled.
• Travel expense results are then posted and amount is transferred to financial accounting for finalpayment.
• Reimbursements to employee can take place through off cycle payroll.
• As the daily allowance is meant for meeting all personal expenses of an employee, no items of
personal nature shall be allowed while settling hotel bills.
• Advance amount provided to the employee while going on tour will be adjusted first in settlement.
• Settlement is totally depending on the allowance type selected by the employee during the travelrequest initiation.
To initiate the Travel Expense click on My Trips and Expenses
Click on My Trips & Expenses
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
43/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 42
As and when employee will click on My Trip & Expenses, following screen will come. From the My Trip &
Expenses screen employee needs to select the Trip number which he/she had travelled and press Travel
Expense Report
As and when employee will click on TraveL Expense Report link, following screen will come. In the Create
Expense Report screen select the Trip Type and press APPLY button
Click on Travel Expense Report
Click on Apply
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
44/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 43
As and when employee press Apply button all the data related to the Travel request will automatically come
against which employee wants to settle the expenses.
Click on the Record Expense Receipts button to enter the DA related description in the travel expense report.
As and when employee will press RECORD EXPENSE RECEIPT button following screen will come. Enter all the
required data on the screen and press REVIEW button
Click on Record Expense Receipts
Click on Review
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
45/46
Human Capital Management
User Manual for Employee Self Service
Prepared By: Core Team Members and Wipro Consultants Page 44
As and when employee will press REVIEW button, then employee can review the records on the next screen
including the advance details. From the preview screen press SAVE and SEND button to submit the travel
expense report for the approval.
As and when employee will press Save & send button, then the travel rquest will be sent to the employee’s
reporting manager for approval. System will show the confirmation message.
Click on Save & Send
-
8/18/2019 Sap Hcm User Manual Employee Self Service 1
46/46
Human Capital Management
User Manual for Employee Self Service
Employee’s reporting manager will get the employee’s travel expense request in the ESS inbox (Universal
Worklost). To approve the travel expese reprort employees reporting manager needs to follow the same
process which is similar to travel request approval.
After the managers approval, request will go to the Finance administrator for the final settement. Employee
will get the travel expense amount from off cycle payroll.
Note: Employee can view the updated status of the Travel expense report also in the Travel & Expense node
also.
Confirmation message