SOPA User Guide New Features

Size: px
Start display at page:

Download "SOPA User Guide New Features"

Transcription

1 New Features Beth Foate, Ph.D., MBA Prepared for: Behavioral Safety Services, Inc. 4/17/ Quality Safety Edge

2 TABLE OF CONTENTS ABOUT THIS GUIDE... 3 ABOUT SOPA... 4 SITE PROPERTIES AND DEFINABLE FACTORS... 9 EMPLOYEES ENTERING OBSERVATIONS OPTIONAL SELECTORS STORED OBSERVATIONS CHARTS AND REPORTS RECOMMENDED DATA ANALYSES Summary Percent Safe Number of Concerns Behavior Trend Comments Feedback Given Feedback Trend Percent Participation Individual Participation and Individual Recognition Number Trained New Trainees Percent Trained Number of Observations Number of Observations by Day of Week ACTION ITEMS Quality Safety Edge 2 V4

3 ABOUT THIS GUIDE SOPA is able to use aliases for standard terms to aid in modeling your organization. As such, some of the buttons mentioned throughout this guide will be different from your customized version of SOPA. Quality Safety Edge S. Diamondhead Montgomery, TX Phone Fax This document includes confidential Quality Safety Edge information for disclosure only within your organization; it may be reproduced only for purposes of use within your organization as contractually agreed Quality Safety Edge 3 V4

4 ABOUT SOPA Logging In 1. Go to: site name / a. The initial page is a portal for SOPA and a place to find out more about Behavior Based Safety. You will receive SOPA announcements, what s new in SOPA, and a link to the Users Guide. b. In addition you will be able to find out more about Quality Safety Edge and the annual Behavioral Safety Now conference. 2. Click the flag for your language (English, Spanish, Portuguese) Or 3. Click the Open SOPA Window button 4. Enter your User ID and password in the Login boxes 5. Click Login Now! button The Main Menu The on the screen are access Command Buttons available the left side of dependent upon the level of the user and allow one to: 2014 Quality Safety Edge 4 V4

5 SOPA s Levels Level to any level in SOPA. Region Area Area Plant Plant Site Site Team Team SOPA has up to four levels depending upon your site s needs. You will be attached automatically to the highest level of access for which you are authorized. Some activities described in this guide are limited by access levels. Your level of access will determine which buttons are available to you in the left menu. Note: Teams can be linked Connecting to a Lower Level 1. Click the level button on the left menu (e.g., if you have Area access, click the next level down Plant ) 2. Click Connect next to your choice 3. Continue attaching to lower levels until you are at the level of analysis in which you are interested Connecting to a Higher Level 1. Click the button corresponding to the level you are interested in on left menu 2. Click Connect next to your choice, if needed Quality Safety Edge 5 V4

6 Where SOPA Data resides Observation Data Observation data live at the Site level where the observation takes place (regardless of where the observer is from), which means that entering and viewing observation data can only be done when attached to a Site. Employee Data Employees are primarily found at the Site level but there are people who could be attached at higher levels (e.g., Regional Staff, EH&S). Tools Safety Improvement Tools Since observation data live at the Site level, the charts/reports that use that data are at that level. You must be attached to a Site before you can run these analyses including: Safes Comments Concerns Action Plans Behaviors Feedback Note: for facilities that have the same behaviors on different checklists, it may be possible to look at aggregated Safes, Concerns, and Behaviors at a higher level. Process Improvement Tools These can be run at any level and combine the performance of all employees from the corresponding lower levels. For example, a percent participation chart run when attached at the area level (e.g., Southeast Division) will calculate the percent participation for all employees in the underlying plants (e.g., Tampa, Charlotte, and Atlanta). a percent participation chart run when attached at the plant level (e.g., Tampa) will calculate the percent participation for all employees at the Tampa plant. These charts and reports include all graphs available under the following categories: Percent Participation Participation and Recognition Number of Observers Training Number of Observations 2014 Quality Safety Edge 6 V4

7 SOPA Roles and Privileges SOPA Roles and Privs for SOPA (rev ) Kenneth Stephens, Dec 1, 2010 CHARTS NAVIGATE OBS DATA EMPLOYEE DATA DOMAIN DATA CHECKLIST DB STRUCTURE charts/reports approp to level create / change presets navigate between committees navigate between plants navigate between areas navigate between regions enter observation data view stored observations edit stored observations edit own observations add an employee edit employee training date view / edit other employee data assign / change status view / edit login change own password assign / change role create/edit Teams view Teams create/edit Locations view Locations create/edit Shifts view Shifts create Definable Factors edit Definable Factors set/edit committee policies view committee policies view behavior list manage behavior list view SODEF create/edit SODEF create a new region create a new area create a new plant create a new committee create department within plant SOPA ROLES QSE/BSS Level Tech BBS Pro * * R Level (regional) Regional Facilitator * Regional Data * Corporate A Level (area) Area Facilitator * Area DBA * Area Management P Level (plant) C Level Facilitator * Database Administrator * Charts Only Participating Management * Agent * Data Management * Participating Data Mgmt * Observer Self Observer Guest Self Observer Data View * after further development, BBSPros will have this again * BBSPro can assign all roles EXCEPT Tech Note: Self Observer can only enter y their own obs., and the, observer name is automatically supplied y pp y can navigate to other committees to do guest observations, and they are automatically identified as a guest * Regional Facilitator can assign all roles EXCEPT BBSPro and Tech * Regional Data can assign all roles EXCEPT BBSPro, Tech, Reg. nd Facilitator * Area Facilitator can assign all roles for A, P and C levels * Area DBA can assign db admin, data mgmt, participating data mgmt, observer and data view roles * Facilitator and Part. Mgmt. can assign all roles for P and C levels * Database Administrator can assign data management, part. data mgmt, observer and data view roles * Agent can only assign data mgmt, part. data mgmt, observer and data view roles * Data Management and Part Data Mgmt can assign observer and data view roles 2014 Quality Safety Edge 7 V4

8 SOPA Responsibilities Entering Observation Checklist data Enter checklist data ASAP but no later than the end of the month in which the observation was conducted as described in Entering Observations section. Providing Charts/Reports Print the recommended charts and reports and provide copies to each Director, Manager, Leader, and Supervisor for their particular level, the steering committee and to the person responsible for updating the visual management system. Updating Employee Data Check with each department weekly and update SOPA with any new employees or changes in existing employee information before the end of the month in which the change occurred. Updating Observer Training status Update employee data as described in Modifying an existing employee section after employees complete observer training Quality Safety Edge 8 V4

9 SITE PROPERTIES AND DEFINABLE FACTORS Warning: confirm with your QSE consultant before modifying. These functions are available after clicking the Site button from the left menu of your SOPA screen. These functions are restricted based on the users SOPA role. Viewing and Editing Site Properties To view/edit a property, click View/Edit Locations Shifts Policies o Date/time preferences o Duplicate records check o Observation participation criteria o Recognition criteria and rewards Note: your site may have different buttons, depending on how we re used these properties to model your site Creating New Site Property Options Click on Create New on the bottom of that property s page Editing Site Property Options To edit an existing option, first select the option you are interested in modifying Changing the Property Name To change the name of the property, type the new name in the text 2014 Quality Safety Edge 9 V4

10 box and click Update this.. button Removing a Property To remove a property, click Remove This. (Use with Caution! ) Recognition Schedule To set up the recognition schedule for your BBS process, Click on View / Edit Policies button at the Site level. Enter the recognition received and the criteria that must be met. o For example, if the recognition is a handshake from a steering committee member for conducting the required number of observations is a month. o Every month does not need to be completed. o When you fill in the text boxes on the Policies page, that consecutive month event becomes part of the recognition schedule. o You can also enter special consequences for the first observation ever completed, the first month at criterion, and completion of training. Definable Factors Click View Definable Factors from Site Properties menu Factors Creating New Factors Click the Create New Factor and follow directions to add values for that factor Quality Safety Edge 10 V4

11 Changing a Factor Name Click the factor of interest, enter the new name in text box, and click the Change Factor Name button Making a Factor Inactive Click the Make Factor Inactive button Factor Values Creating New Factor Values Click the Add Factor Value button Changing or Deleting a Factor Values Click the Change or Delete next to that factor value Note: each Site can have no more than three definable factors active at one time. There is no limit on the number of factor values Quality Safety Edge 11 V4

12 Checklists Click the Site button on the left menu of your SOPA screen Viewing Checklists Click the Checklists button and then select the checklist of interest. Behavior Lists Click the Site button on the left menu of your SOPA screen Viewing Behavior Lists Click the Behavior List button Quality Safety Edge 12 V4

13 EMPLOYEES 1. Click Employees button on the main menu. 2. These buttons will appear on the top of the page. Employee Roster A roster sorted by employment status and last name is on the main Employees page Quality Safety Edge 13 V4

14 Exporting Employee Roster to Microsoft Excel 1. Click Export Roster to Excel button 2. A dialog box will appear. Click Open or Save the roster and follow instructions on screen. a. You will see a message saying there s a file type mismatch between xls and what s attempting to open. Select yes, open the file. b. NOTE: If you have the Excel program open on your computer before you export SOPA charts this message will not appear. View Employee Roster Printing a roster of Employees 1. Click Print Roster 2. A print dialog box will appear. Choose your printer, modify preferences as needed and click Print 2014 Quality Safety Edge 14 V4

15 New Employees Adding a New Employee Individually 1. Click Add a New Employee button 2. Enter Name 3. Enter Job Title 4. Choose department from menu 5. Enter Employee ID, if applicable 6. Click Next 7. Member of Steering Committee? Click Yes or No 8. Leader? Click Yes or No 9. Trained to do a Behavioral Safety Observation? Click Yes and enter training date or click No 10. Choose the general employment status of the employee (for additional options, see next section) 11. If person will need SOPA access, enter a login, password and SOPA role. (see SOPA role Matrix ) 12. Click Create Employee Record You will get a confirmation that the employee was entered successfully Adding a Group of New Employees NOTE: employees must be from same department or primary organization 1. Click Add Group of Employees 2. Enter First Name, Middle Initial, Last Name for each employee 3. Choose the appropriate department, shift, training information, and SOPA Role 4. Click Add Group of Employees button 5. To add information on job title, Steering Committee membership, training status, employment status, and logins or passwords you must edit the employee record Quality Safety Edge 15 V4

16 Viewing and Editing Employee Records 1. Click Employees button on the main menu 2. Click the View/edit button next to employees name Editing General Information 1. Modify information as appropriate 2. Click the Update This Employee button 2014 Quality Safety Edge 16 V4

17 Changing Employment Status Active (Default): full-time employees who work directly for the company. Once trained will be eligible to conduct the number of observations defined as participating in your facility Are included in calculation of % trained and % participation On Vacation: full-time employees who are on vacation. While on vacation status, these employees are listed with a V in the individual recognition report and that month is skipped in calculating the meeting of recognition criteria. On-call: may not work at all in a given time period If they do get trained and do observations, it would not affect the department percentages either way Contractor: Employees who are contracted through a different company. They work a certain number of hours in a given time period but not enough to be expected to be trained and to participate If they do get trained and do observations, it would not affect the department percentages either way Inactive: On sabbatical, FMLA, long term disability, long term assignment in another department, etc. but are expected to come back to active status Their observation and training history is kept but they do not influence the department percentages while on inactive status Terminated (Limited access activity): Permanently out of department Training and participation history not included in calculation but observations completed by this employee are retained in the database. Viewing Observation History Click Observation History button to view all observations conducted by this employee 2014 Quality Safety Edge 17 V4

18 1. Click Enter Observation Data button from the main menu 2. Select the Checklist used to collect the data 3. Click Next arrow ENTERING OBSERVATIONS 4. Type the first few letters of observer s last name and choose the observer from the drop down menu 5. Click the Next arrow *See next two pages for entering observations by guest or other observers 6. Choose the context of the observation, as applicable, from drop-down boxes: Date Time Location Task Etc. 7. Click the Click for Calendar button to view the calendar and enter the date 8. Click the Next arrow 2014 Quality Safety Edge 18 V4

19 9. Enter your Safe and Concern data If your checklist is designed as a checkbox for a behavior being either Safe or Concern then simply check the box as noted in your observation. o If no box is checked, SOPA will read it as N/A o If an N/A field is used, leave safe and concern blank OR If your checklist measures the frequency of behavior, enter the number of occurrences of Safe or Concern for each checklist behavior 10. Enter the items that you discussed with the person under Feedback Given? column. (If the feature feedback enabled is on ) 11. Type any comments next to each checklist behavior 12. Enter other significant safe and unsafe behaviors, unsafe work equipment or environment information, and close call/near miss information at the bottom. 13. Click Finish Data Entry 2014 Quality Safety Edge 19 V4

20 Entering a Second Observer An Observer NOT in the SOPA database 1. After selecting the primary observer, check the box next to Other Observer(s)? NOTE: This feature is not set up at all facilities NOTE: This feature only acknowledges that others were present during the observation. It does NOT record the other people s names. 2. Continue entering observation data using normal procedures Note: When a site is set up to have multiple observers, they can be added using the normal procedures for entering observations and data. Leadership Team or Outside Observers 1. Click Yes, there was next to Guest Observer? NOTE: This feature is not set up at all facilities 2. Select the area, plant, site, or team the guest observer is attached to from the drop-box options 3. Click Next 4. Select the observer from the drop down list 5. Click Next 6. Continue entering observation data using normal procedures 2014 Quality Safety Edge 20 V4

21 OPTIONAL SELECTORS Date is a mandatory selector when running charts and reports or viewing stored observations. The following selectors are optional to perform detailed analyses. The optional selectors available are dependent upon the information defined in the checklist and may include items not detailed below, Observation Information Time of Day: The time the observation was conducted Location: The location observed Observer Information Observer Name: The name of the person doing the observation Observer s Shift: The shift during which the observation took place Observer s Department: The department from which the person doing the observation came Observer s Team: The team from which the observer came Type of Observer: The type of observer such as safety steering committee members, leaders, non-leaders, contractors, non-contractors or all employees Observed Information Shift Observed: The shift observed during the observation Department Observed: The department observed during the observation Team Observed: The team observed during the observation Checklist used: The checklist used during the observation (NOTE: In facilities with more than one checklist, this is a mandatory selector) Using an optional selector will allow you to see all employees or observations that meet the selector criteria. As such, only choose a selector if it is on the checklist you are using. Otherwise, no results will be displayed When using optional selectors, the selectors chosen will stay selected for subsequent charts/reports unless deselected Quality Safety Edge 21 V4

22 STORED OBSERVATIONS Searching for Stored Observations 1. Click Stored Observations button on the main menu 2. Click click for calendar and enter the start date 3. Click click for calendar and enter the end date 4. Click on select data for analysis 5. If additional criteria for selection are desired beyond the date range, click Show Optional Selectors 6. Select optional selector(s) from drop-down boxes or by checking appropriate boxes 7. Click the Select Data for Analysis button 2014 Quality Safety Edge 22 V4

23 Printing a Summary of Stored Observations To print a summary of all observations meeting the specified criteria, click Print Chart/Report Working with Individual Stored Observations Note: These are limited access activities Viewing a Stored Observation To view a specific observation, click on the date or time of the observation of interest. Editing a Stored Observation 1. Click Edit Observation 2. Follow directions for entering an observation Printing a Stored Observation 1. Click Print Observation 2. Choose printer, adjust preferences as needed and click Print Deleting a Stored Observation 1. To delete the stored observation, click Delete Observation 2. Confirm the deletion by clicking Yes 2014 Quality Safety Edge 23 V4

24 Sharing Charts and Reports Printing Charts and Reports CHARTS AND REPORTS 1. Click the Print Chart/Report Button (Note: the button will disappear momentarily) 2. Follow your computer s directions for printing (Note: printer should be set to landscape) Exporting Charts and Reports to excel Click Export to Excel Button and follow screen directions. (Note: only information on the x and y variables is exported to excel) Creating pdf versions of Charts and Reports 1. Click Print Chart/Report Button 2. Choose a pdf file maker program as your printer 3. CutePDF Write is a free utility that allows users to print charts and reports to a pdf and can be obtained at Pasting Charts and Reports into other Documents Use your computer s snipping tool to create pictures for pasting into other documents Quality Safety Edge 24 V4

25 Running Charts and Reports 1. Click Select Chart and Data button on the main menu 2. There are two main types of charts and preports Safety Improvement and Process Improvement. Click on the type in which you are interested. a. Safety Improvement Tools: o Safes: analyze the number of safes or percent safe for each behavior on a checklist with a drilldown function. o Concerns: analyze the number of concerns or percent concern for each behavior on a checklist with a drilldown function. o Behaviors: analyze the number of safes, percent safe, number of concerns or percent concern over time for a specific behavior on a checklist. o Comments: review behavior specific and/or general comments. o Action Items: track action items for comments. o Feedback Given: track the percentage (or number) of times feedback was given for a safe, concern, or combination of safe and concerns for each behavior on a checklist. o Feedback Trend: track the percentage (or number) of times feedback was given for a combination of any or all behaviors on any checklist over time. o If Feedback is not enabled, the Feedback Given and Feedback Trend buttons will not appear. You must request this feature to be turned on. b. Process Improvement Tools: o Percent Participation: analyze the percent of observers meeting the participation criteria (number of observations per month) over time 2014 Quality Safety Edge 25 V4

26 o Participation and Recognition: analyze the number of observations for each individual observer and identify those that have met the participation criteria identified as the goal in the use policies for one month, three months, six months, nine months, and twelve months. o Number of Observers: analyze the number of observers in each time period (month or week) or the number of observers meeting the participation criterion in each time period. o Training: analyze the number of trained observers, the number of new trainees, or the percent of your total headcount that are trained. o Number of Observations: analyze the number of observations per time interval (month or week) or by day of the week. 3. Specify the Date Range by clicking on Click for Calendar and select the day of the month Monthly charts: o Start Date : First day of the month o End Date : Last day of the month Long-Term charts (year #1) o Start Date : launch date o End Date : last day of year Long-Term charts (year #2 and beyond) o Start Date : First day of year o End Date : Last day of year NOTE: when running line graphs you must choose more than one month otherwise the graph will show as a bar graph for that one month. 4. If additional criteria for selection are desired, click the criteria in which you are interested in the Other Selectors section Quality Safety Edge 26 V4

27 Note: if information is not collected on your data entry form (e.g., shift observed) then it will not be avilable for analysis in the SOPA charts/reports. Time of day: The time of day in which the observation occurred Shift: The shift of the person doing the observation or during which the observation occurred Department: Either the department of the person doing the observation or the department in which the observation occurred Checklist: the checklist used during the observation (defaults to all ) Defined Factors: organizational specific factors such as weather or season Location: the location in which the observation occurred Team: the team whose data you are interested in reviewing Observer: the person whose data you are interested in reviewing Committee Members: limit search to committee members only Leaders: limit search to leaders or non-leaders Contractors: limit search to contractors or non-contractors 5. Select the option from the criteria menu 6. Click the Prepare Chart button Note: a new window will open 7. Click on the preset chart/report you would like to view and click the Show Chart Now button or Create your own chart by clicking the Chart Controls button and then defining the analysis you would like to do (note: to save this custom chart, name a new preset in this window) 8. Click Show Chart Now button 2014 Quality Safety Edge 27 V4

28 RECOMMENDED DATA ANALYSES Summary Quality Safety Edge recommends that your Behavior Based Safety steering committee responsible for managing the process conduct the following analyses at least monthly: Safety Improvement Tools Percent Safe Number of Concerns Number of Concerns Drilldown Behavior Trend Comments Feedback Given Feedback Trend Process Improvement Tools Percent Participation Individual Participation and Individual Recognition Number Trained New Trainees Percent Trained Number of Observations 2014 Quality Safety Edge 28 V4

29 Percent Safe What was the percent safe on all checklist behaviors last month? Why do we want to know? To determine the checklist behaviors that were 100% safe the previous month so the Steering Committee can provide positive feedback to the department To determine the checklist behaviors that were less than 100% safe the previous month to choose a target behavior for a Safety Action Plan Steps: 1. Click Select Chart & Data button from the main menu 2. Click Safes from the Safety Improvement Tools menu 3. Choose 1st day of month as the Start Date and the last day as End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart button 6. Select Percent Safe Preset 7. Click Show Chart Now button Note: the graph will show the Top Ten behaviors but the table below will show all behaviors on the checklist Quality Safety Edge 29 V4

30 Number of Concerns How many concerns were there for each checklist behavior last month? Why do we want to know? To determine the checklist behaviors that had the most frequent concerns the previous to choose a target behavior for a Safety Action Plan Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Concerns from the Safety Improvement Tools menu 3. Choose 1st day of month as the Start Date and the last day as End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart button 6. Choose Number of Concerns Preset 7. Click Show Chart Now button Note: the graph will show the Top Ten behaviors but table below will show all. Click a behavior for additional information about that behavior (e.g., location) Quality Safety Edge 30 V4

31 Behavior Trend What is the percent safe on a specific behavior over time? Why do we want to know? To track performance on a single behavior over time to see if our Safety Action Plan is effective To provide graphic feedback to others about our progress in improving percent safe on this target behavior To determine if we have met a milestone in our Safety Action Plan and will celebrate our achievement Steps: 1. Click Select Chart & Data button from the main menu 2. Click Behaviors from the Safety Improvement Tools menu 3. Choose your launch date (or 1st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart 6. Choose the behavior you are interested in tracking 7. Click Show Chart Now button 2014 Quality Safety Edge 31 V4

32 Comments What comments were made during the observations regarding specific behaviors or in general? Why do we want to know? To view behavior specific comments so that Safety Action Plans for behaviors with concerns can be developed To view general comments made during the observation. Steps: 1. Click Select Chart & Data button from the main menu 2. Click Comments from the Safety Improvement Tools menu 3. Choose 1st day of month as the Start Date and the last day as End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Select the checklist used and click Accept Checklist 6. Click Prepare Chart button 7. Click Checklist Behavior Comments, General Comments, or All Comments button 8. Click Show Chart Now button 9. To create Action Items, click the Add Action Item next to the comment Quality Safety Edge 32 V4

33 Feedback Given What percent of time was feedback given on a behavior that was marked safe or concern? Why do we want to know? To determine if feedback is being provided on the target behavior To have a graphic to share information on the items that are included in the conversation between the observer and the person observed How is it calculated? The calculation will vary depending on if you select percent feedback on safes, concerns or a combination of both. # of times Feedback was given to someone for a safe behavior # of times the behavior was observed safe Steps 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Feedback Given from the Safety Improvement Tools menu 3. Choose your Start Date and the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select criteria from drop-down boxes 5. Click Prepare Chart button 6. Choose Percent Feedback for Safe Preset 7. Click Show Chart Now button 2014 Quality Safety Edge 33 V4

34 Feedback Trend What percent of time was feedback given for a specific behavior on a checklist that was marked safe or concern over time? Why do we want to know? To track feedback given on a single behavior over time to see if observers are focused on the target behavior of our Safety Action Plan To have a graphic was to share information on the overall percent of time that feedback was given on a checklist behavior Steps 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Feedback Trend from the Safety Improvement Tools menu 3. Choose your Start Date and the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select criteria from drop-down boxes 5. Click Chart Controls button 6. Choose the chart parameters and title the new preset a. %FB Given Pinch Points 7. Click Submit for Analysis 8. In the future your new chart will be under the list of presets and can be selected on the previous screen Quality Safety Edge 34 V4

35 Feedback Trend for Pinch Points 2014 Quality Safety Edge 35 V4

36 Percent Participation What percent of trained observers are completing the number of observations defined as participating each month as defined in SOPA Site Policies? Why do we want to know? To evaluate the percent participation per month since launch To determine if we met the prior month s participation goal and can have the planned celebration To set the next month s participation goals for group celebrations To have a graphic way to share goals with others (post on bulletin board with goal highlighted) How is it calculated? # of people who have completed at least X observations # of trained observers in Site, Plant, Area, or Region Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Percent Participation from the Process Improvement Tools menu 3. Choose your launch date (or 1 st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select criteria from drop-down boxes 5. Click Prepare Chart button 6. Choose Percent Participation Preset 7. Click Show Chart Now button 2014 Quality Safety Edge 36 V4

37 Individual Participation and Individual Recognition How many observations is each trained observer conducting each month? Why do we want to know? To determine the number of checklists each observer completed each month To provide individual feedback and recognition to those completing the number of observations defined as participating each month Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Participation & Recognition from the Process Improvement Tools menu 3. Choose your launch date (or 1 st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart button 6. If you are interested in only viewing the number of observations, choose Individual Participation (alpha) for alphabetical listing or Individual Participation (Numerically) for numeric listing 7. If you are interested in viewing the number of observations by recognition criteria met, choose Individual Recognition 8. Click Show Chart Now button Note: if an observer was on vacation and did NOT meet the participation criterion during that month, a v will appear for that month and that month s participation will be skipped when determining their consecutive month s participation. If they did meet 2014 Quality Safety Edge 37 V4

38 the criterion, the vacation will not be noted. An employee can be listed as on vacation by modifying the Employee Information as described in this guide. Vacation is scheduled in the employee profile. Select the Employees button on the left side of the screen. Select View/Edit button under the desired employee. Scroll down to the bottom and Click on Schedule Vacation. Click on Click on Calendar to set the start and end of the vacation dates for the employee. A list of names is shown of employees who are eligible for that recognition. If you have received recognition for two consecutive months and then skip one month you only receive that level of recognition once. You will qualify for the next level consecutive recognition (e.g., three months) when the consecutive months is at three months, whenever that occurs. Each name on one of these lists has a checkbox after it to verify that the recognition has been given to that employee. When all recognition has been logged on the report, the Awards were given button is selected and it updates the database. When an employee is on vacation that month does not count toward the consecutive months required for recognition unless the employee meets the criterion anyway, in which case it is counted in the consecutive months Quality Safety Edge 38 V4

39 Number Trained How many people have completed observer training? Why do we want to know? To evaluate the number trained per month since launch To determine if we met the prior month s training goal and can have the planned celebration To set the next month s training goals for group celebrations To have a graphic way to share goals with others (post on bulletin board with goal highlighted) Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Training from the Process Improvement Tools menu 3. Choose your launch date (or 1 st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart button 6. Choose Number Trained Preset 7. Click Show Chart Now button 2014 Quality Safety Edge 39 V4

40 New Trainees Which employees completed observer training during a specific time period? Why do we want to know? To determine which employees should receive individual recognition for completing training To determine which employees need to buddy with a Steering Committee member To determine if we met the prior month s training goal and can have the planned celebration To set the next month s training goals for group celebrations To have a graphic way to share goals with others Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Training from the Process Improvement Tools menu. 3. Choose the Start Date and End Date of the time interval you are interested in (usually first and last of the previous month) 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart 6. Choose New Trainees Preset 7. Click Show Chart Now button (Note: a table listing all new trainees for that time period will appear at the bottom of the chart) 2014 Quality Safety Edge 40 V4

41 Percent Trained What percent of people have completed observer training? Why do we want to know? To evaluate the percent trained per month since launch To determine if we met the prior month s training goal and can have the planned celebration To set the next month s training goals for group celebrations To have a graphic way to share goals with others (post on bulletin board with goal highlighted) How is it calculated? # of people who have completed observer training # of people in site, plant, area, or region Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Training from the Process Improvement Tools menu. 3. Choose your launch date (or 1 st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart button 6. Choose Percent Trained Preset 7. Click Show Chart Now button 2014 Quality Safety Edge 41 V4

42 Number of Observations How many observations are completed each month? Why do we want to know? To determine the volume and level of participation per month since launch To determine if there are enough observations for a formal safety action plan Steps: 1. Click Select Chart & Data button from the left menu of your SOPA screen 2. Click Number of Observations in the Process Improvement Tools menu. 3. Choose your launch date (or 1st of year) as the Start Date and the last day of the year as the End Date 4. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 5. Click Prepare Chart 6. Choose Number of Observations Preset 7. Click Show Chart Now button 2014 Quality Safety Edge 42 V4

43 Number of Observations by Day of Week How many observations are completed based on day of week? Why do we want to know? To determine if observations are being conducted during high-risk days as indicated by the incident analysis conducted during the process design. Steps: 8. Click Select Chart & Data button from the left menu of your SOPA screen 9. Click Number of Observations in the Process Improvement Tools menu. 10. Choose your launch date (or 1st of year) as the Start Date and the last day of the year as the End Date 11. If additional criteria for selection are desired, click Show Optional Selectors and select appropriate options. 12. Click Prepare Chart 13. Choose Observations by day of week Preset 14. Click Show Chart Now button 2014 Quality Safety Edge 43 V4

44 ACTION ITEMS 1. Click Select Chart and Data button from the left menu of your SOPA screen 2. Click Action Items from the Safety Improvement Tools menu. 3. Select date range by clicking the Click for Calendar button and entering the start and end date. 4. Click the Prepare Chart arrow and a new window will open 5. Check the Action Items from Observations preset (Note: to filter click the View Color Codes and Filters button) and click Select for Analysis 6. Select the Action Item which you would like to view or edit by clicking its name 7. Make any edits and click the Update this Action Item button 2014 Quality Safety Edge 44 V4

45 For Additional Information, Please Contact your SOPA Administrator or Quality Safety Edge Consultant 2014 Quality Safety Edge 45 V4

SOPA 1.6 User Guide. Prepared for: Angelica Grindle, Ph.D. The Journey Group 3/1/ Quality Safety Edge

SOPA 1.6 User Guide. Prepared for: Angelica Grindle, Ph.D. The Journey Group 3/1/ Quality Safety Edge Prepared for: The Journey Group 3/1/2015 Angelica Grindle, Ph.D. 561.212.9449 angelica@qualitysafetyedge.com 2015 Quality Safety Edge TABLE OF CONTENTS ABOUT THIS GUIDE... 3 ABOUT SOPA... 4 SOPA DATA ADMINISTRATOR

More information

CCI Online Management System (OMS) Documentation Section: HR

CCI Online Management System (OMS) Documentation Section: HR CCI Online Management System (OMS) Documentation Section: HR 1.1.Getting Started...2 1.2.Adding a New Employee...2 1.3.Editing & Submitting Employees...5 1.3.1 Editing Employee Information...7 7 1.3.2

More information

DIRECT SUPPLIER ROSTER TOOL HOW TO GUIDE

DIRECT SUPPLIER ROSTER TOOL HOW TO GUIDE DIRECT SUPPLIER ROSTER TOOL HOW TO GUIDE Version 3.0 March 2015 Copyright 2013 Coles Supermarkets Australia Pty. Ltd. Contents 1 Overview 2 Log In 4 Create a Roster Set 9 Edit a Roster Set 11 Delete a

More information

Manager Dashboard User Manual

Manager Dashboard User Manual Manager Dashboard User Manual Manager User Guide The Manager User Guide is designed to provide a supervisor or a manager with step-by-step instructions for their daily tasks. Although every database will

More information

PeopleAdmin Training Guide

PeopleAdmin Training Guide University of Idaho PeopleAdmin Training Guide Student/Temporary Applicant Tracking Module Updated: July 2018 Table of Contents Introduction... 2 Login Information... 3 Home Page... 4 Module Type Definitions...

More information

USOE. Elementary Grade Book

USOE. Elementary Grade Book USOE Elementary Grade Book Updated - 2009 Table of Contents Introduction... 4 Logging In... 4 Attendance Application... 5 Attendance entry... 6 Grade Book Setup... 7 Define Subject Template... 7 Academic

More information

QuickBooks Integration Instructions for Attendance Rx

QuickBooks Integration Instructions for Attendance Rx Acroprint Time Recorder Company QuickBooks Integration Instructions for Attendance Rx Publication: ATRX-001 Date of Publication: February 18, 2005 Revision: B Introduction QuickBooks Integration from Attendance

More information

UCSB. Kronos 6.3. Manager Manual

UCSB. Kronos 6.3. Manager Manual UCSB Kronos 6.3 Manager Manual TABLE OF CONTENTS i. Introduction 1 I. Non Exempt Employees 3 II. Exempt Employees 13 III. Managers 19 Definition of a Kronos Manager 20 General Navigation 21 Managing Timecards

More information

Published by ICON Time Systems A subsidiary of EPM Digital Systems, Inc. Portland, Oregon All rights reserved 1-1

Published by ICON Time Systems A subsidiary of EPM Digital Systems, Inc. Portland, Oregon All rights reserved 1-1 Published by ICON Time Systems A subsidiary of EPM Digital Systems, Inc. Portland, Oregon All rights reserved 1-1 The information contained in this document is subject to change without notice. ICON TIME

More information

EmpowerTime Supervisor User Guide Table of Contents

EmpowerTime Supervisor User Guide Table of Contents EmpowerTime Supervisor User Guide Table of Contents Supervisor Quick Guide. 1-2 Timecard Edits...3 Daily Tasks - Dashboard...4 Absences 5-6 Time Off Requests. 7-8 Approving Employee Timecards.9-10 Exceptions...

More information

Supervisor Overview for Staffing and Scheduling Log In and Home Screen

Supervisor Overview for Staffing and Scheduling Log In and Home Screen Supervisor Overview for Staffing and Scheduling Log In and Home Screen On the login screen, enter your Active Directory User Name and Password, and click the Sign-in button. You will then be taken to your

More information

mydpd Customer manual (English)

mydpd Customer manual (English) mydpd Customer manual (English) CIT mydpd manual (En) Page 1 / 15 Content 1 Login to mydpd portal... 3 2 Landing Page... 4 3 Create shipment... 4 3.1 Create new shipment order... 4 3.2 Printing shipment

More information

Employee Information

Employee Information Employee Information - - - - - - - - - - - - - - - - - - - - - - - - - Add New Employees You can add new employees at any time. All that is required for each employee is a name and what Positions they

More information

CHAPTER 22: MAINTAINING USERS AND RESOURCES

CHAPTER 22: MAINTAINING USERS AND RESOURCES Chapter 22: Maintaining Users and Resources CHAPTER 22: MAINTAINING USERS AND RESOURCES Objectives Introduction The objectives are: Understand the concepts of scheduling users and other resources in Microsoft

More information

Printed in the USA by: clubsystems group, inc.

Printed in the USA by: clubsystems group, inc. Copyright 2012 All rights reserved. This book is for the use of the clients and customers of clubsystems group, inc. in conjunction with their software. This book may not be duplicated in any way without

More information

Resource Management User Guide. Release

Resource Management User Guide. Release Resource Management User Guide Release 14.1.00 This Documentation, which includes embedded help systems and electronically distributed materials, (hereinafter referred to as the Documentation ) is for

More information

Service Portal. TMT Class Course Code: SK1201 First Edition, March Managing Your Business for Service Managers Study Guide

Service Portal. TMT Class Course Code: SK1201 First Edition, March Managing Your Business for Service Managers Study Guide Service Portal TMT - 101206 Class Course Code: SK1201 First Edition, March 2012 Managing Your Business for Service Managers Study Guide Service Portal: Managing Your Business for Service Managers STUDY

More information

DRM DISPATCHER USER MANUAL

DRM DISPATCHER USER MANUAL DRM DISPATCHER USER MANUAL Overview: DRM Dispatcher provides support for creating and managing service appointments. This document describes the DRM Dispatcher Dashboard and how to use it to manage your

More information

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47 ebilling User Guide Table of Contents About This Guide Chapter 1 ebilling Basics... 6 Getting Started with ebilling... 6 Logging into ebilling... 6 Working with the ebilling Home Page... 8 Updating Your

More information

CAREER PATHWAY PERFORMANCE MANAGEMENT SYSTEM EMPLOYEE USER GUIDE

CAREER PATHWAY PERFORMANCE MANAGEMENT SYSTEM EMPLOYEE USER GUIDE CAREER PATHWAY PERFORMANCE MANAGEMENT SYSTEM EMPLOYEE USER GUIDE TABLE OF CONTENTS Process and System Information... 2 Performance Management Process... 2 Accessing Career Pathway... 2 Goals, Competencies,

More information

User Guide Version

User Guide Version User Guide Version 2017.1 Copyright 2016 SilkRoad Technology, Inc. All rights reserved. This material is proprietary to SilkRoad Technology, Inc. It contains confidential information owned by SilkRoad

More information

REFERENCE GUIDE. January, 2018

REFERENCE GUIDE. January, 2018 REFERENCE GUIDE January, 2018 1 Contents Introductory Evaluation for New Hires and Transfers... 3 Adding Goals After Introductory Eval... 5 Re-Evaluation: Introductory & Annual... 7 Focus Review 1 and

More information

Employee Performance Evaluation Instructions

Employee Performance Evaluation Instructions Employee Performance Evaluation Instructions Performance Evaluations are done online through our HR system. When the Performance Evaluation has been submitted to you (the employee) by your supervisor,

More information

Costpoint Training Guide: Employee Training Manual. Electronic Timekeeping

Costpoint Training Guide: Employee Training Manual. Electronic Timekeeping Costpoint Training Guide: Employee Training Manual Electronic Timekeeping Table of Contents: Welcome:... 3 Activating Your Account:... 4 Password Requirements:... 5 Accessing the Portal:... 6 Logging into

More information

Taleo Enterprise. Taleo Compensation Manager Guide

Taleo Enterprise. Taleo Compensation Manager Guide Taleo Enterprise Taleo Compensation Feature Pack 12B August 31, 2012 Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to as "the recipient")

More information

Cogito Time & Attendance. Version 3.0. User Manual

Cogito Time & Attendance. Version 3.0. User Manual Version 3.0 User Manual Copyright 2017 Averics Systems Inc. Table of Contents Cogito Time & Attendance... 3 Getting Started... 3 Home Page and Workspace... 4 Time & Attendance-Views and Reports... 6 Type

More information

ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE

ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE In ROCS Initiators and Authorizer 01 s may: start new position description requests, modify position description

More information

Manual. evoclock Manual Page 1

Manual. evoclock Manual Page 1 Manual evoclock Manual Page 1 Table of Contents Main Menu... 4 Adding a New Employee... 4 Assign Employee to a Supervisor... 4 Auto Lunch Deduction... 5 Employee List... 6 Employee Self Service (ESS) Portal...

More information

Scheduler s Responsibility in Schedule Optimizer. Cheat Sheet

Scheduler s Responsibility in Schedule Optimizer. Cheat Sheet Scheduler s Responsibility in Schedule Optimizer Cheat Sheet SmartLinx Solutions, LLC 4/6/2009 Managing Schedules Figure 1. Main Scheduling Screen (default) 1.0 - Main Scheduling Screen The Main Scheduling

More information

CHAPTER 21: SCHEDULING SERVICES FOR YOUR CUSTOMERS

CHAPTER 21: SCHEDULING SERVICES FOR YOUR CUSTOMERS Chapter 21: Scheduling Services For Your Customers CHAPTER 21: SCHEDULING SERVICES FOR YOUR CUSTOMERS Objectives Introduction The objectives are: Navigate and book service activities in the Service Calendar

More information

DCC Kronos Supervisor Handbook

DCC Kronos Supervisor Handbook Logging in You can log into Kronos through MYDCC. Select the Working @ DCC tab and then click on the Kronos link located in the upper left hand corner of the screen. If you use the MYDCC portal, you will

More information

Beam Enhancements - Version 271

Beam Enhancements - Version 271 Beam Enhancements - Version 271 Contents REPORTING / WEB PORTAL ----------------------------------------------------------------------- 1 NEW REPORT FOR CALL ACTIVITY ----------------------------------------------------------------------

More information

ixpand Job Aid for Leaders

ixpand Job Aid for Leaders ixpand Job Aid for Leaders Manager Role in ixpand In ixpand, Leaders have the Manager role. Managers have a group of employees that they are responsible for. ixpand Managers have access to Manager-level

More information

CAT Enterprise. Reports Manual

CAT Enterprise. Reports Manual CAT Enterprise Reports Manual Version 1.6 Revised February 2013 NOTICE AND DISCLAIMER The information contained herein (WORK) was prepared by or contributed to by various parties in support of professional

More information

ServicePRO + PartsPRO User Guide

ServicePRO + PartsPRO User Guide ServicePRO + PartsPRO User Guide ServicePRO Version 2.0 PartsPRO Version 1.0 Page 1 of 82 1 WHAT IS SERVICEPRO + PARTSPRO?... 4 1.1 What is ServicePRO?... 4 1.2 What are the benefits of using ServicePRO?...

More information

PAYLOCITY RELEASE HIGHLIGHTS Client Resource

PAYLOCITY RELEASE HIGHLIGHTS Client Resource JUNE 2016 PAYLOCITY RELEASE HIGHLIGHTS Client Resource WWW.PAYLOCITY.COM HR INSIGHTS CHARTS Updated HR Insights & Headcount Trends Dashboards provide faster load times and a simplified filter experience.

More information

ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES

ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES AR INVOICE ENTRY ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES Select the Invoice Entry screen from the AR menu to: Search for Accounts Receivable invoices. Enter invoice information,

More information

Administrator Edition

Administrator Edition HR Online Utilization Administrator Edition The Paychex HR Online Experience 2015 Paychex, Inc. All rights reserved. PNG-HRO-1011-201510 Table of Contents Welcome....................................................................

More information

Notice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination.

Notice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination. Employee Functions Time & Attendance Experience the Workforce system from the employee perspective. Learn Workforce navigation fundamentals and functions related to reporting time, activities, and absences

More information

Follow step-by-step, and check off the tasks in order for the best LMN Time learning experience.

Follow step-by-step, and check off the tasks in order for the best LMN Time learning experience. TABLE OF CONTENTS STEP #1 Download & Setup...2 STEP #2 Learning the Taskbar...2-3 STEP #3 Creating Timesheets 5 STEP #4 Clocking Into Jobs....6-7 STEP #5 Clock In Employees..7-8 STEP #6 Review Task 9-10

More information

August Oregon State University EMPCENTER 16.2 USER GUIDE. Policy Profile Classified Salaried Non-Exempt

August Oregon State University EMPCENTER 16.2 USER GUIDE. Policy Profile Classified Salaried Non-Exempt August 2018 Oregon State University EMPCENTER 16.2 USER GUIDE Policy Profile Classified Salaried Non-Exempt Table of Contents EmpCenter Overview... 3 Accessing EmpCenter... 3 Employee Dashboard... 3 Employee

More information

User Manual. I-9 Management

User Manual. I-9 Management User Manual I-9 Management Revised April 21, 2009 This document is the user manual for a client implementing the TALX I-9 management service and is confidential to TALX Corporation. This document or any

More information

Schedule Editor for Supervisors of Non-Exempt Employees

Schedule Editor for Supervisors of Non-Exempt Employees Schedule Editor for Supervisors of Non-Exempt Employees Using Schedule Editor Table of Contents Accessing Schedule Editor... 5 CalTime Home Screen for Supervisors... 5 Schedule Editor s Tabs... 5 Schedule

More information

Aesop QuickStart Guide for Employees

Aesop QuickStart Guide for Employees Aesop QuickStart Guide for Employees This guide will show you how to: -Log on to the Aesop system -Navigate your Aesop home page -Create an absence online -Assign a substitute to an absence* -Attach a

More information

Hiring Manager Checklists

Hiring Manager Checklists POSITION DESCRIPTION The Position Description links are only applicable to regular staff positions only. You may check the status of a PD including approvals, view a PD that has been approved, create a

More information

Insight Portal User Guide

Insight Portal User Guide Insight Portal User Guide Contents Navigation Panel... 2 User Settings... 2 Change Password... 2 Preferences... 2 Notification Settings... 3 Dashboard... 5 Activity Comparison Graph... 5 Activity Statistics...

More information

Web TimeSheet Integration Manager for Microsoft Project Server. Version 2.6 USER GUIDE

Web TimeSheet Integration Manager for Microsoft Project Server. Version 2.6 USER GUIDE Web TimeSheet Integration Manager for Microsoft Project Server Version 2.6 USER GUIDE Notices 2004-2006 Replicon, Inc. All rights reserved. All parts of this manual are the property of Replicon Inc. No

More information

SchoolsBPS. User Manual Version 7.0. Orovia Software

SchoolsBPS. User Manual Version 7.0. Orovia Software SchoolsBPS User Manual Version 7.0 Orovia Software 1 SchoolsBPS User Manual Table of Contents Logging In... 4 Roles, Access Rights and Users... 4 Changing a Password... 5 10 minute Save... 5 Account Codes...

More information

EMPCENTER 9.6 USER GUIDE

EMPCENTER 9.6 USER GUIDE January 2016 Oregon State University EMPCENTER 9.6 USER GUIDE Policy Profile Students/Temps Hourly Table of Contents EmpCenter Overview... 3 Accessing EmpCenter... 3 Employee Dashboard... 3 Employee Timesheet

More information

TASKE Reports TASKE Call Center Management Tools Version 7.0. Table of Contents TASKE REPORTS... 2 THE TASKE REPORTS INTERFACE...

TASKE Reports TASKE Call Center Management Tools Version 7.0. Table of Contents TASKE REPORTS... 2 THE TASKE REPORTS INTERFACE... Table of Contents TASKE REPORTS... 2 THE TASKE REPORTS INTERFACE... 5 Overview of the Reports Window...5 Main Control panel... 6 Report Templates panel... 6 Publication Viewer panel... 7 REPORT TEMPLATE

More information

Attendance Enterprise Manager Self Service

Attendance Enterprise Manager Self Service Attendance Enterprise Manager Self Service Attendance Enterprise Manager Self Service A Companion Document to Attendance Enterprise 1.6 2011, InfoTronics, Inc. All Rights Reserved. InfoTronics, Attendance,

More information

UNIVERSITY OF NORTH FLORIDA. Office of Human Resources & Office of the Controller. Employee Self Service Part I

UNIVERSITY OF NORTH FLORIDA. Office of Human Resources & Office of the Controller. Employee Self Service Part I UNIVERSITY OF NORTH FLORIDA Office of Human Resources & Office of the Controller Employee Self Service Part I OFFICE OF HUMAN RESOURCES & OFFICE OF THE CONTROLLER Employee Self Service Part I University

More information

HR Admin-Tuition Waiver User Guide

HR Admin-Tuition Waiver User Guide HR Admin-Tuition Waiver User Guide Contents Introduction... 1 Security... 2 There are two levels of security permissions for the HR Tuition Waiver Application.... 2 Process... 2 View Pending Tuition Waiver

More information

PeopleAdmin. Position Management, Requisitions, Postings and Applicant Tracking System. End User Guide

PeopleAdmin. Position Management, Requisitions, Postings and Applicant Tracking System. End User Guide PeopleAdmin Position Management, Requisitions, Postings and Applicant Tracking System End User Guide Table of Contents High Level Process Overviews... 2 Navigation in PeopleAdmin... 4 Position Management...

More information

DOF RECRUITER USER S GUIDE

DOF RECRUITER USER S GUIDE DOF RECRUITER USER S GUIDE Princeton University Jobs at Princeton Hiring System Using the system for searches and openings for the faculty, professional researchers, professional specialists, and professional

More information

ASL Electronic TimeSheet System Employee s User Guide

ASL Electronic TimeSheet System Employee s User Guide 1 LOGGING ON TO THE SYSTEM The following link will take you to the system: ASL Electronic TimeSheet System Employee s User Guide https://sdes0412.aslyvr.aslconsulting.net/ess_pineqw/announcements.aspx

More information

Payroll Guide Guru Guide Version

Payroll Guide Guru Guide Version Payroll Guide Guru Guide Version 2017.01.13 Copyright 2017 PeopleGuru, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document

More information

Manager Self Service User Reference Guide for Hiring Managers

Manager Self Service User Reference Guide for Hiring Managers Manager Self Service User Reference Guide for Hiring Managers Contents 1. Sign In... 2 2. Set General Preferences... 4 3. Create a Requisition... 8 4. Approve Requisition... 13 5. Manage Candidates...

More information

PROCAS Time User Instructions

PROCAS Time User Instructions PROCAS Time User Instructions PROCAS, LLC Copyright 2013 PROCAS, LLC, All rights reserved Table of Contents i TABLE OF CONTENTS Introduction... iii Chapter 1 PROCAS Time User Basics... 1 Establish a Password...

More information

EMPCENTER 19.1 USER GUIDE

EMPCENTER 19.1 USER GUIDE March 2019 Oregon State University EMPCENTER 19.1 USER GUIDE Policy Profile Classified Hourly Table of Contents EmpCenter Overview... 3 Accessing EmpCenter... 3 Employee Dashboard... 3 Employee Timesheet

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

Table of Contents. 2 P a g e

Table of Contents. 2 P a g e Skilldex Training Manual October 2012 Table of Contents Introduction to Skilldex... 3 Skilldex Access... 4 Sections of Skilldex... 5 Current Program... 6 Toolbox... 7 Employers... 8 New Employer... 9 All

More information

Supervisor Training Packet

Supervisor Training Packet Supervisor Training Packet Table of Contents Pre-Payroll Processing Checklist... 2 Reviewing Time... 3 Viewing Employee Time... 3 Managing Time... 3 Adding Employee Time... 3 Editing Employee Time... 4

More information

Analytics Cloud Service Administration Guide

Analytics Cloud Service Administration Guide Analytics Cloud Service Administration Guide Version 17 November 2017 Contents About This Guide... 5 About Primavera Analytics... 5 About Primavera Data Warehouse... 6 Overview of Oracle Business Intelligence...

More information

Transportation Provider Training Manual. A Driving Force in Non-Emergency MEDICAID TRANSPORTATION MANAGEMENT.

Transportation Provider Training Manual. A Driving Force in Non-Emergency MEDICAID TRANSPORTATION MANAGEMENT. Transportation Provider Training Manual A Driving Force in Non-Emergency MEDICAID TRANSPORTATION MANAGEMENT www.medanswering.com Table of Contents MAS PUBLIC WEBSITE... 1 LOCATIONS BY REGION... 2-3 ADVANCED

More information

S15-Hours & Tasks Instructions

S15-Hours & Tasks Instructions S15-Hours & Tasks Instructions S15-Hours-50 Spreadsheet to Assign Daily Hours and Tasks to 50 People for 4 Weeks Section Name TABLE OF CONTENTS Line Number Click to go there I. Introduction 29 II. Shift

More information

CALIFORNIA. Guide to CAASPP Completion Status and Roster Management Administration

CALIFORNIA. Guide to CAASPP Completion Status and Roster Management Administration CALIFORNIA Assessment of Student Performance and Progress Guide to CAASPP Completion Status and Roster Management 2016 17 Administration Smarter Balanced Summative Assessments for English Language Arts/Literacy

More information

EASY HELP DESK REFERENCE GUIDE

EASY HELP DESK REFERENCE GUIDE EASY HELP DESK REFERENCE GUIDE Last Updated: May 18, 2017 Contents Chapter 1: Introduction and Solution Overview... 3 Learning Objectives... 4 Navigation and Tool Bars... 4 Accessing Easy Help Desk in

More information

Manager Training Package. Goal: To accurately and efficiently manage employees time

Manager Training Package. Goal: To accurately and efficiently manage employees time Goal: To accurately and efficiently manage employees time Manager Training Package Table of Contents Pre-Payroll Processing Checklist... 2 Reviewing Time:...3 Viewing Employee Time:... 3 ManagingTime:...

More information

RELEASE NOTES MEX V (Build ) MEX Ipswich Road Annerley QLD PO BOX 6118 Buranda QLD 4102

RELEASE NOTES MEX V (Build ) MEX Ipswich Road Annerley QLD PO BOX 6118 Buranda QLD 4102 RELEASE NOTES MEX V14.0.2.0 (Build 1.0.0.0) MEX 320-326 Ipswich Road Annerley QLD 4103 PO BOX 6118 Buranda QLD 4102 Ph: +61 7 3392 4777 Fax: +61 7 3392 4888 support@mex.com.au www.mex.com.au 1 MEX Version

More information

Advanced Scheduling Introduction

Advanced Scheduling Introduction Introduction The Advanced Scheduling program is an optional standalone program that works as a web site and can reside on the same server as TimeForce. This is used for the purpose of creating schedules

More information

HRIS Import Guide. Instructions on how to use Trakstar s HRIS Import Tool.

HRIS Import Guide. Instructions on how to use Trakstar s HRIS Import Tool. HRIS Import Guide Instructions on how to use Trakstar s HRIS Import Tool. Introduction Trakstar s HRIS Import feature allows administrators to import Trakstar data with a spreadsheet exported from another

More information

Table of Contents TRIM-P.O.S. Software Corp. (519) FLASHPOINT P.O.S. Software

Table of Contents TRIM-P.O.S. Software Corp. (519) FLASHPOINT P.O.S. Software Table of Contents TIME CLOCK...2 PUNCH IN / OUT...2 CLOCK IN / OUT BREAK...2 DAILY WAGE COST...3 Wage Cost Log...4 Wage Cost Setup...4 TODAY S TIME TOTALS...5 PAY PERIOD REPORT...5 PAY PERIOD SUMMARY REPORT...5

More information

DHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.

DHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa. DHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.com/ieo CONTENTS Importer Manage Your Imports 3 Helpful Guide Information

More information

Accessing the Application... 1 User Roles Supervisor... 1 Employee(s)... 1 Reviewer - (Optional)... 1 Approver(s) - (Optional)...

Accessing the Application... 1 User Roles Supervisor... 1 Employee(s)... 1 Reviewer - (Optional)... 1 Approver(s) - (Optional)... EPAR User Guide for a SUPERVISOR Table of Contents Accessing the Application... 1 User Roles... 1 Supervisor... 1 Employee(s)... 1 Reviewer - (Optional)... 1 Approver(s) - (Optional)... 2 Employee Setup...

More information

Work Order Management Quick Reference Guide

Work Order Management Quick Reference Guide Work Order Management Quick Reference Guide Overview The Maestro Work Order module allows users to schedule and track work order activities and status, and to generate maintenance request forms. The Work

More information

Frontline Education s Absence Management Solution Reference Guide for Administrators Table of Contents

Frontline Education s Absence Management Solution Reference Guide for Administrators Table of Contents Frontline Education s Absence Management Solution Reference Guide for Administrators Table of Contents Internet Feature Section A: Section B: Section C: Section D: Section E: Section F: Section G: Section

More information

Exempt Leave Report Approvals

Exempt Leave Report Approvals Please Note: These instructions are intended to provide the supervisors of exempt employees with basic information required to approve their employees leave reports each pay period. The screen shots are

More information

Checking Pay History Your pay stub is available through the employee portal on each pay day. It remains available through your Pay History tab.

Checking Pay History Your pay stub is available through the employee portal on each pay day. It remains available through your Pay History tab. Using the Employee Portal Log in to the employee portal, employees.tiu11.org ID: first initial full last name last two digits of SSN, all lower case letters, no spaces Initial Password: last four digits

More information

PAYGLOBAL EXPLORER USER GUIDE

PAYGLOBAL EXPLORER USER GUIDE PAYGLOBAL EXPLORER USER GUIDE Table of Contents Revised March 2002 by Ian Johnson (PayGlobal Pty Ltd) to include changes for rate over-rides and breaks. Revised June 2002 by Ian Johnson (PayGlobal Pty

More information

Opening the Organization Manager View To access this view, click the My Organization(s) button at the top of your screen.

Opening the Organization Manager View To access this view, click the My Organization(s) button at the top of your screen. Instructions for using iserve as an Organization Manager Getting Started Getting started in iserve is quick and easy! Follow these simple steps. 1. Go to http://iserve.wvu.edu/ 2. Click the Login button

More information

Change Management. ServiceNow User Guide. Version 2.0 Novmeber, November 2015

Change Management. ServiceNow User Guide. Version 2.0 Novmeber, November 2015 1 Change Management ServiceNow User Guide November 2015 Contact: ITSM@harvard.edu Version 2.0 Novmeber, 2015 Document Change Control VERSION DATE AUTHOR(S) BRIEF DESCRIPTION 1.0 9/30/13 ITSM Team & Third

More information

QUICK REFERENCE CHILD HEALTH IMMUNISATION

QUICK REFERENCE CHILD HEALTH IMMUNISATION IMMUNISATION VIEWING A CHILD S IMMUNISATION RECORD MODIFYING A CHILD S IMMUNISATION RECORD 1. Click the Client Details toolbar button and select Registration Details from the menu. 2. The Search page is

More information

Version /2/2017. Offline User Guide

Version /2/2017. Offline User Guide Version 3.3 11/2/2017 Copyright 2013, 2018, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on

More information

Quick Start Guide (for PacifiCorp Customers) January, 2011

Quick Start Guide (for PacifiCorp Customers) January, 2011 Quick Start Guide (for PacifiCorp Customers) January, 2011 Contents Chapter 1 Signing On to Energy Profiler Online 2 Chapter 2 Overview of Analysis Capabilities.. 3 Chapter 3 Selecting Accounts/Groups.....

More information

Reference Guide for Employees: Halogen eappraisal

Reference Guide for Employees: Halogen eappraisal Reference Guide for Employees: Halogen eappraisal Purpose of the Evaluation Process: eappraisal was designed for managers to evaluate employee performance and achievement for the past year, as well as

More information

KinderTrack Release Notes Version:

KinderTrack Release Notes Version: Printed: 6/8/2012 6:50 am KinderTrack Release Notes Standard Fixes 45154 NY If the 'Use Notice Fees' setting is not set, the Payment Characteristics field on the Payment page shows the incorrect amount.

More information

Synectic Solutions Electronic Timesheet Procedures. Follow the procedures below to enter your work time into the Electronic Timesheet System:

Synectic Solutions Electronic Timesheet Procedures. Follow the procedures below to enter your work time into the Electronic Timesheet System: Synectic Solutions Electronic Timesheet Procedures The Government requires that all Synectic employees enter their time on a daily basis and submit their time cards at the end of each reporting period.

More information

Deltek Electronic Timekeeping Manual

Deltek Electronic Timekeeping Manual Deltek Electronic Timekeeping EMPLOYEE TRAINING MANUAL ELECTRONIC TIMEKEEPING 1 Electronic Time Collection & Expense Table of Contents Table of Contents WELCOME:... 3 ACTIVATING YOUR ACCOUNT:... 4 ACCESSING

More information

Risk Management User Guide

Risk Management User Guide Risk Management User Guide Version 17 December 2017 Contents About This Guide... 5 Risk Overview... 5 Creating Projects for Risk Management... 5 Project Templates Overview... 5 Add a Project Template...

More information

12: Unemployment Services

12: Unemployment Services 12: Chapter Contents Menu... 12-2 Unemployment Benefit Overview... 12-4 File a Claim... 12-4 File for Weekly Benefits... 12-4 Claim Summary... 12-5 Benefit Rights Information... 12-5 Claimant Details...

More information

EMPCENTER 9.6 USER GUIDE

EMPCENTER 9.6 USER GUIDE October 2014 Oregon State University EMPCENTER 9.6 USER GUIDE Policy Profile Classified Hourly Table of Contents EmpCenter Overview... 3 Accessing EmpCenter... 3 Employee Dashboard... 3 Employee Timesheet

More information

George Washington University Workforce Timekeeper 6.0 Upgrade Training

George Washington University Workforce Timekeeper 6.0 Upgrade Training Workforce Timekeeper 6.0 Upgrade Training Table of Contents Topic 1: Workforce Timekeeper 6.0 New Features...4 Topic 2: Logging On and Off...5 Topic 3: Navigating in Workforce Timekeeper...7 Topic 4: Reviewing

More information

Xerox Configurator Pricing Manager Guide

Xerox Configurator Pricing Manager Guide Xerox Configurator Pricing Manager Guide 2010 Xerox Corporation. All rights reserved. XEROX, XEROX and Design, are trademarks of Xerox Corporation in the United States and/or other countries. Document

More information

Microsoft Dynamics GP. Personal Data Keeper

Microsoft Dynamics GP. Personal Data Keeper Microsoft Dynamics GP Personal Data Keeper Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

HYPERION: SALARY Task List Guide

HYPERION: SALARY Task List Guide HYPERION: SALARY Task List Guide Table of Contents General Notes... 2 Forms... 2 Tasks and the Task List... 2 Home Departments versus Funding Departments... 2 Getting Started... 3 Logging into Hyperion

More information

Ball State University HR-TMS Training Guide: FACULTY

Ball State University HR-TMS Training Guide: FACULTY PeopleAdmin Ball State University HR-TMS Training Guide: FACULTY Human Resource s Talent Management System Updated September 2017 Human Resource s Talent Management System (HR-TMS) and PeopleAdmin As we

More information

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting PO & Requisition Entry Learning Guide Copyright 2011 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction...1 PO

More information

Payroll Basics for ADP Workforce Now. Automatic Data Processing, LLC ES Canada

Payroll Basics for ADP Workforce Now. Automatic Data Processing, LLC ES Canada Payroll Basics for ADP Workforce Now Automatic Data Processing, LLC ES Canada PAYROLL LEVEL 1 FOR WORKFORCE NOW ADP s Trademarks The ADP Logo and ADP Workforce Now are registered trademarks of ADP, Inc.

More information

ACD MIS SUPERVISOR S GUIDE

ACD MIS SUPERVISOR S GUIDE Notice Note that when converting this document from its original format to a.pdf file, some minor font and format changes may occur. When viewing and printing this document, we cannot guarantee that your

More information