System use explained
- 1. System Guide Lines and Use Explained: E Recourse Management System – Beta release – System Explained 1 of 2 Simple transitional processwill startbyremovingthe currentrequesttimebook. Same policies are observed and applied as if you request through the book. The difference isthe type of mediathatevolvedfromphysical todigital Assistant will be provided all the time until everyone is comfortable using the system Screen 1: System Access Level All staff will need to log in using user ID as staff and password as staff to be directed to staff portal To gain initial access to your personal account you will continue using the current User ID and Current Password as long as it is convenient whereas in future you will have the option of changing either or both. Screen 2: Staff Portal If you needtorequesttime off youstart by selecting first button labeled “Request Time off Here” Screen 3: Request Time Window Staff will be able torequesttime off once accessed their account by following highlighted 1-5 steps. Once you are done submit your request,however,if youhave more dates to request then continue withthe same sessioncomplete steps 1-5 for each request, there is no limit. To activate systemrequestmoduleyouneedtoclickon pull downmenuthen use enter User ID and Password as requested. Once your name appears click on it to confirm identity, as your name fills the field go to following steps. Each step you are required to pull down menu and follow automation. When select dates use smart calendar for accurate dates. When satisfied click on submit. Check other features or Exit portal. By givingthe reasonfortime requestedoff will helpthe office to consider and prioritize requests in case of high volume request for a particular day or seasonal period. Office maygive ajustificationforrequestdeniedormayapprove asconditional orevenmayask to see the office for personal one to one discussion At this point If you sense any difficulty or system glitch please do not hesitate to communicate with Teresa.
- 2. System Guide Lines and Use Explained: E Recourse Management System – Beta release – System Explained 2 of 2 Screen 4: Sample Report As soon as you submit request for time off it will appear on system as PENDING, once Teresa or Michael had a chance to look into your request among others, then a decision will be applied accordingly no difference than using the book. To check yourrequest status;youwill accessyour account as above then click on “Check your request” button. You will be asked to enter your User ID and Password for validation. A report will be generated for your records of time request off with the latest update and you can view or print your record for later use or reminder. Screen 5: Other Features Thirdactivityis that youcan accessyour profile toview onlyyourinformationsuchas address, phone number, date of birth also home department and potential work areas you are assigned to. In additiontothe above viewyoucanchange you User ID and Password as many times as you like, however you must remember the information you changed on the system to be able to gain access and use the system in future requests. One of the featuresthatthe systemoffers is confidentiality and privacy to your request time activity unlike the current open book system that allows everyone to know about your business. Another equally important feature that the system generates tailored reports that helps Office to apply your request efficiently in timely manner and provide you with feedback before schedule is posted