staffonline the new look & feel january 2015. staffonline introduction in keeping up with new...

StaffOnlineThe New Look & Feel

January 2015

StaffOnline Introduction

In keeping up with new technology the StaffOnline has a new look and feel. This change will provide the user with new graphics for a softer look with easier navigation and more functionality.

This presentation will cover;NavigationMy FavouritesMy DetailsIn ContextThe Employee CalendarIcons

StaffOnline Navigation

The Login Screen

Enter Username and your passwordClick on Login


The Home Page

Hide/show the top frame

Click on the hyperlink to go to the program

Hide/show My Panel

Expand My Details/Hide My Favourites


Menus

Return to Home Page

Logout of StaffOnline

Click on Drop Down to select either My Requests or Current Vacancies


Menus

Click on Drop Down arrow to display menus associated with Main Menu items

Click on arrow to view and select programs associated with Sub Menu items


Menus

User preferences is not used and is for System Administrators

Click on the Print to print the screen you have on display (eg Payslips)

Click on this icon to display the StaffOnline program you are viewing on the full screen of your PC

StaffOnline My Favourites

Default Favourites

You are able to maintain this list by adding or deleting menus to suit your requirements.


Add to your Favourites

Ensure you have My Favourites openNavigate to the program you want to add to your favouritesClick on the Add icon


Delete from your Favourites

Highlight the program to be removed from your favourites

Click on the Delete icon


View – Selecting Columns

1. Click on View2. Move your cursor over Select Columns3. Click on Action4. Action column is now added to your view5. To remove a column follow steps 1 to 2 and

click on the column you would like to remove


View – Selecting & Ordering ColumnsClick on the View buttonMove your cursor to Select columns and click on Manage Columns.A pop up window will appear

To add a column to your View, highlight the Hidden column and select the single right pointing arrow.To remove a column, highlight the Visible column and select the single left pointing arrow.The double arrows will either add or remove all columns

To reorder your columns highlight the Visible column to be reordered and use the up and down arrows on the right hand side of the pop up window.Click OK to save your changes

StaffOnline My Details

The My Details panel provides you with access to your job/s (previous and current with CDU) and your team members

Click on the drop down arrow to display the panel

StaffOnline My Details

Displaying Team Members

To display team members click on the ‘+’ icon

StaffOnline Exporting Data

Export Your Team List

To export data click on the Export icon

NOTE: To display and remove extra columns click on the Extra Cols icon

You can export lists from my StaffOnline when you see the Export icon displayed on a program

StaffOnline Exporting Data

Export

If you receive this message when exporting your list, click on Yes

StaffOnline ‘In Context’

The ‘In Context’ function allows a manager/supervisor to view a team member’s StaffOnline details, for example, forecasting leave balance.The details that a manager/supervisor is able to view is controlled by security settings


To be ‘In Context’ of a team member; 1. Highlight the team member in your team list

under My Details

2. Click on the ‘Select’ icon


‘In Context’ DisplayThe My Details panel will display the ‘Viewing’ details of the employee selected.


‘In Context’ DisplayNavigate to the required form (eg Leave Balances) and at the top of the screen the (In Context) is displayed.


Clearing ‘In Context’ DisplayTo return to your StaffOnline details click on ‘Clear Team Member’, which is adjacent to My Details.

StaffOnline My HR

Employee CalendarThe Employee Calendar displays your leave bookings (submitted and approved) and public holidays in a monthly view. These events are also able to be exported to your outlook calendarThe calendar is located under My HR, Personal Details

StaffOnline My HR

Employee CalendarThe calendar will default to the current date. You can change the month to display by using the Calendar tool and clicking the Display button, once you have selected a date.

StaffOnline My HR

Employee CalendarClicking on an event will display the details of that event

StaffOnline My HR

Employee CalendarClick on the Download link from the Event Details and it will open up a calendar inviteAccept the invite to add the event to your Outlook Calendar

StaffOnline Icons

IconsSelecting the ‘Export’ icon will extract the details you have on display into an excel document. You can then save this document to a folder on your network

Selecting the ‘Expand List to Full Screen’ icon will display your list on the full screen of your PC.

Selecting the ‘Go Up’ icon will navigate within

the team tree structure. Click to move the focus up one level in the structure

Selecting the ‘Go To Top’ icon will navigate within the team tree structure. Click to move the focus back to the top of the team

StaffOnline Icons

IconsSelecting the ‘Show as Top’ icon will navigate within the team tree structure. Click to change the lower level team member as the top of the tree.

Selecting the ‘Select Team Member’ icon will select the team member you have highlighted to view their StaffOnline details (known as ‘In Context’).

Selecting the ‘Historical’ icon will display your old CDU (terminated) jobs.

StaffOnline Icons

IconsSelecting the ‘Extra Cols’ icon will display additional columns for Position, Position Title, Start Date, End Date, Organisation Level, Organisation Level Description and Depth in organisation.Clicking on this icon again will close the additional columns

Selecting the ‘Sort Ascending’ icon will sort the data in ascending order based on the column chosen to sort by.Icon appears when the cursor is run over the end of any of the columns

Selecting the ‘Sort Descending’ icon will sort the data in descending order based on the column chosen to sort by.Icon appears when the cursor is run over the end of any of the columns

NOTE: The Name column takes into account the employee title when sorting

StaffOnline Icons

Icons‘Table View’ will display your team list by hierarchy to be able to drill down through the team members. This is the default display.Clicking on this icon will change it to the ‘Tree View’ display.

‘Tree View’ will display your team list as a single list. This display will allow you to perform searches for employeesClicking on this icon will change it to the ‘Table View’ display.

‘Search ‘ icon. Clicking on this icon closes and opens the search fields. To search for an employee you can search by employee number or name using a wildcard search (%). For example, placing % before and after Cas (%Cas%) and pressing the Enter key on your keyboard.

StaffOnline Icons

Icons

The ‘Clear Query’ icon will clear a query you have entered for a search

The ‘View’ icon - Clicking on the drop down arrow of this icon will display a list of functionsThe list of functions will vary according to the view mode or program you are accessing.

Thank you for viewing this information session for the StaffOnline new look and feel

January 2015

For further informationView the help manual links within StaffOnline orContact Sherri Shakespeare ext 6230 or email [email protected]

mailto:[email protected]

staffonline the new look & feel january 2015. staffonline introduction in keeping up with new...

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