Manager Self-Service
Key Terminology
Portal
A site that functions as a point of access to information on the
web. SAP will be accessed through the BRITE portal.
Interactive Form
(iForm)
An electronic form within SAP used to request an HR Action.
Becomes part of employee’s record. (Adobe Acrobat Reader
software required.)
Human Resource
Action Processor
(HRAP)
Replaces the ZPAF processor. The HRAP will initiate the iForms
and access employee data.
Employee SelfService (ESS)
Workplace for employees to view personal information and
request changes.
Business
Intelligence (BI)
Repository of SAP information for the purpose of reporting.
iViews
Snapshot of specific pieces of employee information.
Universal Worklist
(UWL)
Replaces former SAP inbox. The UWL contains the HR Actions
requiring manager’s approval and/or any notifications of other
actions pertaining to the manager’s employees.
SAP 4.6b
Broward’s legacy system that contains the history and data from
2001-2007.
SAP ECC
Broward’s Finance, Human Resource, Payroll and Professional
Development System. Employee master data is maintained
beginning 2008; however, some historical data was converted.
Manager Self-Service – 3/18/2016
2
Agenda
Unit
One: Introduction to Manager Self-Service (MSS)
Two: Reviewing HR Actions & Navigating the Universal Worklist (UWL)
Three: Substitution Rule
Four: Delegate
Five: Manager Self Service Functionality: Work Overview & Team
Six: Display Employee General Information
Seven: Display Personnel Development Information
Eight: Display Education and Instructional Information (Certification, Duty
Assignment, & Out-of-field)
Nine: Display Salary Information & Date Specifications
Ten: Performance Management
Eleven: Development Plans
Manager Self-Service – 3/18/2016
3
Getting your computer ready?
 Review the Go-live Kit:
1
2
Manager Self-Service – 3/18/2016
4
Getting your computer ready?
1
2
Manager Self-Service – 3/18/2016
5
Unit One: Introduction to
Manager Self-Service (MSS)
Manager Self-Service – 3/18/2016
6
Manager Self-Service (MSS) Roll-out
HR Action Approval via Home
UWL
July 2008
View Employee Data
July 2008
Out-of-field Process
Fall 2008 in conjunction
with current process
Employee Appraisals
Pilot 2008-09
All 2009-2010
Professional Growth Plans
Pilot 2008-09
All 2009-2010
Development Plans
Fall 2008
Time Approval
January 2009 (tentative)
On-line Vacation & SPR Request
January 2009 (tentative)
On-line Reappointment Process
March 2009
Manager Self-Service – 3/18/2016
7
What is Manager Self-Service (MSS)?
 On-line tool to allow administrators to manage their staff
 Accessible anywhere with internet access
 One –stop shopping for administrators to obtain
information about their employees
 Tool for performing their management tasks (e.g.,
employee appraisals)
Manager Self-Service – 3/18/2016
8
MSS Roles
The MSS role will be assigned to administrators who are a
“chief” of an org unit:
 School Based Administrators: Principals
 District Based Administrators: based on the
organizational chart
 Delegates assigned for an administrators long term
absence.
MSS will be rolled out to additional administrators after SAP
go-live:
 Assistant Principals, Managers, Supervisors, etc.
 SAP Support will work with the individual locations to
determine which staff should have MSS
Manager Self-Service – 3/18/2016
9
Unit Two:
Reviewing Forms for Approval
Navigating the UWL –
Universal Worklist
Manager Self-Service – 3/18/2016
10
MSS & SAP Process Flow
HRAP
Start
Initiates
i-Form;
attaches
required docs
to the on-line
action
Principal/
Director
(MSS Role)
Reviews
Information in
UWL
Action
Approve
Or
Manager Self-Service – 3/18/2016
Information is
Executed in
SAP
HRIS/Staffing/
Budget
HRAP &
Employee
Information is
Executed in
SAP
Receives
notification
11
Finish
Process Execution
Actions executed immediately
upon approval by Administrator:
 Additional positions (with
certain exceptions)
 Supplements
 One-time (additional)
payments
Executed after HRAP processes,
Administrator receives notification
 Separation of employment
(voluntary, i.e. personal
resignation)
Manager Self-Service – 3/18/2016
Actions executed by the appropriate
department upon approval by
Administrator (identified department) :
 Remaining Additional positions
(Staffing, Sub Central, HRIS)
 Change in pay (HRIS)
 Demotion (HRIS)
 Reassignment (HRIS)
 Transfer (HRIS)
 Working while on leave (HRIS)
 Return from leave (HRIS)
 Create position (ABA, Grants)
 Maintain position (ABA, Grants)
 Sick leave budget (ABA, Grants)
 Termination (involuntary, i.e.,
abandonment of position) (Staffing)
12
Reviewing HR Action Forms
Use the Home – Universal Worklist (UWL)
1
2
3
Do not use the UWL under the MSS tab
Manager Self-Service – 3/18/2016
13
Reviewing HR Forms: Tasks
1
2
5
3
4
Do not use these buttons
Manager Self-Service – 3/18/2016
14
HR Action Forms: Review the HR Action Form
5
6
3
4
1
Manager Self-Service – 3/18/2016
2
15
Reviewing the Form: HR Action Notes
1
2
Manager Self-Service – 3/18/2016
16
Approving the HR Action Form
3
1
2
Manager Self-Service – 3/18/2016
17
Approving Other Forms
These forms will appear different than the one reviewed:
 Position Request From – Create & Maintain
 Will caution approver to save prior to approving. The
HRAP person should have saved. Approver can save
the form or continue by approving.
 Supplements
 One time payments
Manager Self-Service – 3/18/2016
18
Demonstration
 Simulation are available on the BRITE Portal by clicking
Training>Online Library, then click the simulations button shown
below, or go directly to:
http://www.broward.k12.fl.us/erpdb/brite/
onlinelibrary/sims/index.html
1
2
Or
 Log into the BRITE Training Portal to practice
Manager Self-Service – 3/18/2016
19
Unit Three:
Substitution Rules
Manager Self-Service – 3/18/2016
20
Substitute Rule
This feature is used when an administrator will be temporary
unavailable (e.g., vacation).
Gives another administrator access to the administrators Universal
Worklist (UWL) for the substitute to approve HR Actions.
Can have more than one substitute.
Access is given by the Current Administrator creating a substitute online from their UWL.
This does not give the substitute access to Manager Self Service
(MSS). It only gives them access to your UWL using their sign-on.
The current administrator will still be able to view tasks and
notifications even though they appear in the substitutes UWL.
Once the Substitute approves an item, the item will be removed from
the administrator’s task list.
Manager Self-Service – 3/18/2016
21
Designate Substitute
1
2
3
4
5
6
Manager Self-Service – 3/18/2016
22
Designate Substitute
7
11
12
8
9
10
Manager Self-Service – 3/18/2016
23
Designate Substitute
17
Manager Self-Service – 3/18/2016
24
Designate Substitute
18
19
22
21
20
Manager Self-Service – 3/18/2016
25
Designate Substitute
1
2
Manager Self-Service – 3/18/2016
26
Unit Four:
Delegate
Manager Self-Service – 3/18/2016
27
Delegate
This feature is used when a vacancy exist or an administrator is absent
for an indefinite time period
Gives another administrator access to view and complete tasks in the
administrators org unit (i.e. employee appraisals, view employee data,
etc.)
Access is granted by supervisor submitting a security form to BRITE
Security
Delegate will receive the MSS tab & functionality for that org unit
Manager Self-Service – 3/18/2016
28
Unit Five:
Manager Self Service Functionality
Work Overview & Team
Manager Self-Service – 3/18/2016
29
Navigating MSS
1
2
3
4
Manager Self-Service – 3/18/2016
30
Attendance Overview
1
2
3
4a
4
4b
Manager Self-Service – 3/18/2016
31
Reminder of Dates
1
2
Manager Self-Service – 3/18/2016
32
Navigating the BRITE Portal – MSS
3
1
4
2
Coming
soon
Manager Self-Service – 3/18/2016
33
Unit Six:
Display Employee
General Information
Manager Self-Service – 3/18/2016
34
Display Employee Information
4
1
3
5
2
6
7
89
Manager Self-Service – 3/18/2016
35
Employee iViews: Organizational Assignments
1
2
4
3
5
Manager Self-Service – 3/18/2016
36
Monitoring of tasks
Company Property
Personal Data
Manager Self-Service – 3/18/2016
37
General Information: Absence Days
1
3
2
Manager Self-Service – 3/18/2016
38
Unit Seven:
Personnel
Development Information
Manager Self-Service – 3/18/2016
39
Personnel Development
Manager Self-Service – 3/18/2016
40
Personnel Development: Training Activities
1
2
3
Manager Self-Service – 3/18/2016
41
Unit Eight:
Display Education &
Instructional Information
Certification, Duty Assignment, Out of field
Manager Self-Service – 3/18/2016
42
Education
Certifications
Manager Self-Service – 3/18/2016
43
Duty Assignment
Out of Field
Manager Self-Service – 3/18/2016
44
Unit Nine:
Display Salary Information &
Date Specifications
Manager Self-Service – 3/18/2016
45
Salary Information: Date Specifications
1
1
3
4
2
Manager Self-Service – 3/18/2016
46
Salary Information: One Time Payment and
Deduction
Manager Self-Service – 3/18/2016
47
Unit Ten:
Performance Management
Manager Self-Service – 3/18/2016
48
Performance Management
2
3
1
Manager Self-Service – 3/18/2016
49
Professional Growth Plans (PGPs)
Manager Self-Service – 3/18/2016
50
Unit Eleven:
Development Plans
Manager Self-Service – 3/18/2016
51
Individual Development Plan (IDP)
This employee has 3 development plans:
2 courses are required for the Leadership Dev –Level 1 Model
Manager Self-Service – 3/18/2016
52