Employee Self Service Overview Training and Materials

Agenda

The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session.

Presentation

The attached powerpoint presentation includes the latest version of Employee Self Service.  You may save this presentation and customize it for training purposes and demonstrations.

User Manual

ESS User Manual

ESS Appendix

The user manual provides the most up-to-date documentation on Employee Self Service.  An appendix is provided at the end of the manual containing various ESS-related guidelines and useful procedures.

Recorded Training

ESS Day 1 ESS Day 2 ESS Day 3

SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each recorded session, please see below.

Introduction

Creating an ESS User

• ESS User Profile

• ESS Roles

Process involved in creating and maintaining users

Leave Request Workflow Process

• Create/Maintain Groups/Group Chains

• Leave Type Configuration

• Creating a Leave Request

• Elevate a Leave Request

• Approve/Reject a Leave Request

• Escalate a Leave Request

• Exporting an approved Leave Request

Process involved in creating, approving and exporting a leave request

Introduction

How to Integrate

Review of the methods districts can choose from on how to integrate with Absence Management

Configuration

Configuring ESS to integrate with Absence Management

Absence Management Integration menu

• Data Sync View

• Synced Absence Management Data

• Data Import View

Review of the Data Import View, Data Sync View and Synced Absence Management Data options

Troubleshooting Absence Management Issues

Review a few examples of what to look for when troubleshooting ESS/Absence Management integration issues

Timesheet Guidelines

• Introduction

• System>Configuration options

• Groups/Group Chains

• Timesheet Manager set up

  • Automatic Period Generator

  • Periods

  • Shifts

  • Timesheet Holidays

Review the set up guidelines related to Timesheets

Timesheet Workflow Process

• Overview

• Creating a Timesheet

• Approving a Timesheet

• Exporting a Timesheet

Process involved in creating, approving and exporting a timesheet