AcqDemo Training. CAS2Net 2.0 for Pay Pool Administrators

Transcription

1 AcqDemo Training CAS2Net 2.0 for Pay Pool Administrators

2 Training Audience and Expected Outcomes Audience Pay Pool Administrators Training outcomes Understand how to logon to CAS2Net 2.0 Understand how to create non-demo and demo supervisor user accounts Learn how to establish the supervisory structure for a pay pool Understand how to use CAS2Net 2.0 reports Learn how to move employees from transfer pay pool to correct pay pool Understand edocuments (Coming in February) Become familiar with the Contribution Planning and Annual Appraisal modules for employees and supervisors in CAS2Net 2.0 2

3 Agenda Training Topics: Login Welcome Screen Features Employee Roster Report Inserting Employee Records (Demo and non-demo) Modifying Employee Record and Transfer Pay Pool Creating Supervisory Structure Generating Reports Enabling Mandatory Objectives Superuser Change Role edocuments Module (February) Obtaining Digital Signatures CAS2Net for Employees and Supervisors Contribution Planning Annual Appraisal All records shown are fictitious so there is no PII in this briefing 3

4 Login Access the CAS2Net 2.0 TEST site by going to the following URL: For initial login CAS2Net redirects to the ALTESS single sign-on site The Usage Policy screen is shown Click I Agree button to continue 4

5 Login ALTESS Single Sign-On Click the CAC Login button to sign-in 5

6 Login ALTESS Single Sign-On Select one of your installed CAC digital certificates and click the OK button If prompted, enter your CAC PIN 6

7 Successful Login Screen CAS2Net 2.0 successfully logs the user in and displays the Welcome Screen (this screen displays the Welcome Screen for a Full Access User) The Navigation Bar is on the left and the modules listed depend on user role 7

8 Navigation User Group modules Employee modules (shown if in demo) 8

9 Change Address Once entered, employees have an opportunity to edit their basic information from the Welcome Screen : click on your name, Edit Profile, edit any of the following fields: name; phone number; address; and title, then save 9

10 Viewing the Employee Roster Report Use the Employee Roster Report to print and review the list of employees assigned to your pay pool. Check to see if any demo employees are missing from your pay pool. If they are, they may be in transfer pay pool Click Reports from the Navigation Bar. CAS2Net 2.0 refreshes the screen to display the list of reports Select a fiscal year and click the Employee Roster link from the reports list If an employee needs to transfer in from another PP; contact Alison Stogsdill or Nate Kussman 10

11 Viewing the Employee Roster Report Select your pay pool from the Paypool Selection list if you are an administrator for more than one pay pool Click the Continue button 11

12 Viewing the Employee Roster Report CAS2Net 2.0 will prompt you to either open or save the list. Select open and an excel report will appear. 12

13 Insert Employee Record Click the User Management dropdown and select Assigned from the Navigation Bar. CAS2Net 2.0 refreshes the screen to display the List of Assigned Users Click the Add User button 13

14 Insert Employee Record: Form Note: This is for employees who on-board after mass conversion. All non-acqdemo Supervisors/Pay Pool and Sub Pay Pool Managers will have to be entered Fill in the following required fields: EDIPI, First name, Last name, address, and organization level. Be sure to set the Is Demo Employee toggle to yes. Save once completed. 14

15 Obtaining Employee EDIPI Ask for DoD ID Number on back of CAC PIV Certificate details from Open draft to employee that you are looking up Right click on employee s address Go to outlook properties Add to contacts in bottom left corner Select certificates in navigation bar 15

16 Add Employee Record Click the User Management dropdown and select Assigned from the Navigation Bar. CAS2Net 2.0 refreshes the screen to display the List of Assigned Users Can search by Name, , Pay Pool, PPM, Org Level, or Supervisor 1 to find employee record Click the Add User button to add missing records 16

17 Add Employee Record Fill in the following required fields: EDIPI, First name, Last name, address, and organization level. Be sure to set the Is Demo Employee toggle to yes. Save once completed. 17

18 Add Employee Record After all information has been added, select Save in the bottom right corner CAS2Net Training

19 Modify Employee Record: add role Navigate to an employee record and open the Organization Roles field. Select Add Role. CAS2Net Training

20 Modify Employee Record: add role Select the organization and sub organization levels from the drop down. Select the appropriate role. Click save once complete and the new role will show on the user s profile under Organization Roles. CAS2Net Training

21 Modify Employee Record: Change Pay Pool Navigate to an employee record. Open the Organization Information field. Select Organization Level from drop down. Hit save. CAS2Net Training

22 Modify Employee Record: Transfer Employee Expand the Organization Information section. Select Transfer User. CAS2Net Training

23 Modify Employee Record: Transfer Employee A pop-up is displayed asking you to create a close-out. Close-outs must be created before employees are transferred. CAS2Net Training

24 Creating the Supervisory Structure Make sure you have added all non-demo supervisors and have assigned them the highest supervisory user role they will have. Pay Pool Manager (PPM) is highest (each pay pool can have only one PPM) Sub-Panel Manager is the next highest and reviews the contribution ratings of employees for fair consideration, and consistency across appraising supervisors Supervisor 1 is the first level of supervisor and provides contribution ratings of employees Note each level of supervisor can also act as lower levels of supervisor. PPM can be assigned as Sub-Panel Manager and Supervisor 1 Sub-Panel Manager can be assigned as Supervisor 1 You create your own sub-panels or sub-pay pools when you assign Sub-Panel Managers. You will be able to download these into the Sub-Panel version of the CMS spreadsheet, which allows the sub-panel to review ratings, but does not allow them to assign payouts. Make sure that you have created records for all non-demo supervisors and have assigned all supervisor roles before assigning supervisors to an employee or employees to a supervisor. 24

25 Assign Supervisors to an Employee Click User Management then select Assigned. A comprehensive list of employees is displayed. Select the name of the employee to go to their profile 25

26 Assign Supervisors to an Employee User profile is displayed. Navigate to the Organization Information section. Select the correct organization level of the supervisor in the Organization Level (Pay Pool/Sub-Panel) drop down. There are no supervisors in the 1000 series, so this must be changed. 26

27 Assign Supervisors to an Employee A pop up is displayed verifying the change in Organization level. Select yes. A comprehensive list of supervisors under pay pool 1001 is now displayed. Select the correct supervisor and save the profile. 27

28 Replace Supervisor 1 Click User Management then Replace Supervisor 1 Select the pay pool from the drop down 28

29 Replace Supervisor 1 Select a supervisor name from the dropdown list only supervisors in the chosen pay pool are shown 29

30 Replace Supervisor 1 Supervisors can be replaced only when all employees assigned to them have completed close outs. 30

31 Generating Reports Click Reports from the Administrator navigation menu and select the fiscal year from the dropdown. CAS2Net e.0 refreshes the screen to display the list of reports Report options for Fiscal Year Based Reports: Appraisal Status; Contribution Plan; Midpoint Assessment; Annual Assessment; Closeout Assessment; Released Additional Feedback; Salary Appraisal Form. 31

32 Generating Reports Report options for Current Settings Reports: Employee Data; Employee Roster; Supervisor Roster; Organization Roster; Organization Role Roster AcqDemo Training 32

33 Fiscal Year Based Reports: Appraisal Status Select the correct fiscal year Click on Appraisal Status Check box at top to select all pay pools or check individual boxes of select pay pools. Click Continue when completed 33

34 Fiscal Year Based Reports: Appraisal Status A pop-up will appear to show you the download is beginning A pop-up will appear at bottom of screen once download is complete. Select Open to open the Excel file or Save to save it to your specified location. AcqDemo Training 34

35 Fiscal Year Based Reports: Appraisal Status CAS2Net 2.0 generates the report in Excel format Report is Read Only Report displays the list of employees in the selected pay pool along with their assigned supervisors and status of Contribution Plan, Mid- Point, Close-Out, and Annual Appraisal 35

36 Fiscal Year Based Reports: Released Additional Feedback Select Reports Click on Released Additional Feedback AcqDemo Training 36

37 Fiscal Year Based Reports: Released Additional Feedback List of employees with additional feedback is displayed. Check the box(es) of the employees you would like to view. Click Continue. Popup is displayed at bottom. Select open. AcqDemo Training 37

38 Fiscal Year Based Reports: Released Additional Feedback PDF is displayed for selected employees AcqDemo Training 38

39 Current Settings Reports: Supervisor Roster Use the Supervisor Roster Report to review the supervisory structure of your pay pool Click Reports from the Administrator navigation menu. Select the Supervisor Roster reports link 39

40 Current Settings Reports: Supervisor Roster Select a pay pool from Pay Pool Selection dropdown Below excel report is displayed AcqDemo Training 40

41 Current Settings Reports: Employee Data Click Reports from the Administrator navigation menu. Select the Employee Data link 41

42 Current Settings Reports: Employee Data A list of data options is displayed. Have the option to include Demo Employees only or all users Have the option to select all fields at once, or select a few fields to view. Select continue when done. 42

43 Current Settings Reports: Employee Data Select the Pay Pool(s) you want. Click Continue. Pop-up is displayed at bottom. Click Open or save. AcqDemo Training 43

44 Current Settings Reports: Employee Data Excel Report is generated with all fields that were chosen on slide 42. AcqDemo Training 44

45 Current Settings Reports: Organization Role Roster Click Reports from the Administrator navigation menu. Select the Organization Role Roster reports link AcqDemo Training 45

46 Excel File is produced with all roles linked to users in CAS2Net 2.0 AcqDemo Training 46

47 Enable Mandatory Objectives by Pay Pool From Administrator Menu, click on Organization Management Select a pay pool ID 47

48 Enable Mandatory Objectives by Pay Pool Select YES for Allow Contribution Planning Mandatory Objectives Click Save 48

49 Assign Employees to Mandatory Objectives Navigate to the Administrator drop down and select Mandatory Objectives. Select the desired Pay Pool. List of Mandatory Objectives for that Pay Pool are displayed. 49

50 Assign Employees to Mandatory Objectives Select a mandatory objective. Edit as needed. Scroll down to see users associated with that objective. AcqDemo Training 50

51 Assign Employees to Mandatory Objectives Scroll to the bottom to see users not associated to objective. Check box next to employee name to add employee to chosen objective. AcqDemo Training 51

52 View Mandatory Objectives in Contribution Plan Select an employee from the pay pool with assigned Mandatory Objectives Impersonate employee (instructions on slides 53-55) Navigate to Contribution Plan for the effected Fiscal Year AcqDemo Training 52

53 Superuser - Impersonate Click User Management from the Navigation Bar to change role, then select Assigned. To change role to any employee with the same or lower roles as you have, you will select the blue icon next to their name. RESULT: you now act as Stephanie 53

54 Superuser - Impersonate Go to User Management, then Assigned to get list of Assigned Users Select the name of the person you wish to impersonate AcqDemo Training 54

55 Superuser - Impersonate RESULT: you now act as Stephanie AcqDemo Training 55