employee online (1 of 11) a logging in to employee online · employee online (3 of 11) d requesting...
TRANSCRIPT
Employee Online (1 of 11)
A Logging In to Employee Online
1Enter your User Name and Password and click on Login
B Viewing Your Roster
2The first time you login, you will be prompted to change your password
• Enter the password provided to you• Choose a new memorable password• Click on Change Password
EmployeeOnline will open
1Your roster will automatically appear when you log in. To return to this page click on View Rosters
2Use the navigation arrows to change the period view
3Click in the Select Date box to open the calendar. Use this to navigate to a different View Date
Duties/shifts are displayed in green.
4Click on a Duty or an Unavailability to view more details
Note: You can also select the Month and year using the drop down lists, or move back and forth through the months using the arrows.
Note: If you have the relevant permissions, EmployeeOnline displays week numbers here and elsewhere.
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Note: If you forget your password, click Forgotten Password.
Employee Online (2 of 11)
C Viewing your Team Roster
1Within the View Rostersscreen there is a
Button on the right hand side of the screen. Click on the button to view your team’s rosters
2Use the scroll keys to view your team. The team names will be displayed on the left hand side of the screen.
EmployeeOnline displays the duties assigned to the members of your team. If someone is unavailable for a shift, EmployeeOnline displays that, too.
Note: If you don’t have the relevant permissions, you might not see the reason that they are unavailable
4Use the on-screen arrows or the ◄and ► keys on your keyboard to cycle through the rosters for earlier or later weeks, or use the calendar to pick a different week
If you have more than one posting, select the posting for which you want to view rosters
Note: Use the drop downs to change the year and month on the calendar
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3At the bottom of the screen are the bank, agency and external employees on your team that week
5On the right of the screen are filters. Use them to find what you want more easily
Employee Online (3 of 11)
D Requesting Duties
E Requesting Study Days
1Click on Request Dutyfrom the left hand menu
2Select the appropriate roster you wish to make a request for
Note: You can only see the rosters that your Manager has opened to requests
Note: If you work on a ward/unit that provides staff for other wards/units (e.g. physio), you must select the relevant area for your request
3Click on the day you wish to request a duty and select Request Duty.
4A selection of available duties and rest shifts will appear. Click on the required shift/day off
Add a note if required and click on Submit
1To request a Study Day, click on the dateyou wish to make a request for
2Click on Request Study Leave
The request will appear on your calendar:
3Select the required option from the drop down and complete the form
4Add Number of Days in Duration and Notes if required
6Click on the request to view details and status
Note: ‘?’ means that the request is pencilled in and is waiting for approval
5Click on Submit Study Request
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Employee Online (4 of 11)
F View/Edit Requests1Click on the Remove link to delete a request
If the duty or study day request breaks a rule, a warning or violation will appear:
•A warning will tell you a rule has been broken and it is unlikely the request will be allowed
•A violation will tell you why the Request cannot be made
G Requests with Warnings
The ‘R’ icon indicates that this is a Request
Note: The cap icon indicates that this is a Study day Request
The star icon indicates that this is an In Charge duty
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Employee Online (5 of 11)
H View/Request Leave (Annual, Study & Other)
1Click on Leave from the left hand menu
All leave is now managed in one place by using the tabs at the top of the screen.A summary of your leave is visible. Icons show the annual leave status: approved, cancelled or requested
You can view your annual leave, Study Leave or Other leave entitlement for the year and what is remaining (use the right/left arrows to select the required Period)
You can see the distribution of your annual leave over the year, by quarter
The Annual Leave Calendar allows you to view the percentage of your Staff Group with either Requested or Approved Leave. Click on the relevant week to view more detail.
Note: It is advisable you check the Annual Leave Calendar before requesting Annual Leave. You are unlikely to have your request approved if the percentage of your Staff Group with Leave booked or requested is already high.
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Employee Online (6 of 11)
2Enter the duration in days as appropriate. Note: a Duration of 7 days will only use a week’s worth of Leave (i.e. 37.5 hrs if full time)
Your request will be displayed
Note: To change the dates or duration the original request will need to be deleted and a new request added.
A warning message will appear if your request breaks a rule
5To remove the request click the Remove icon
3Add Notes if required
4Click Submit Leave Request
6To make a request for annual leave (Partial
Day) follow the previous instructions but select the Partial Day option
7Enter Start Time and Duration in hh:mm and
continue as above.
I View/Request Annual Leave
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1To make a request for annual leave (Full Day/s)select Request Duty from the Left hand pane and select the month. Click on a date and select Request Annual Leave
Employee Online - (7 of 11)
J Personal Details
K Skills & Training Record
You can view and check the personal information that is held about you in HealthRoster within My Profile
1Click on My Profile tab at the top of the screen and click in HR Details on the left hand panel to check Personal and Employment information
2Click on Contacts & Addresses in the left hand menu to view personal and next of kin contact information.
3Click on the Work Contracts tab in the left hand menu to view details of all contracts
Note: You cannot make changes yourself and must inform your line manager of inaccuracies.
4Click on the Postings tab in the left hand menu to view details of all postings
You can view your own competence record in the My Profile tab at the top of the screen and by selecting the Skills tab in the left hand panel.
Click on the Skills tab in the left hand menu to view a summary of your skills and competences, as recorded in HealthRoster
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Employee Online – (8 of 11)
L View Timesheets
2Click on the arrow next to the timesheet to view details
1From the Bank section, click on the relevant period
You can view Historical Timesheets for work recorded in HealthRoster under the Timesheets tab
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