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EmmaD

Employee Self Service Setup

SOLVED
Posted By

I am finding it very difficult to set up the Employee Self Service as there are very few guides available!

I am needing information around Self Service - Leave Rules as well as setting up an email that updates management of all on leave every morning.

I have searched the Knowledge Base & cannot find any information apart from Org Chart setup, Leave Applications, Travel Claims & uploading payslips.

Furthermore, employees have personal email addresses loaded on their Masterfiles to receive their payslips but I need leave applications by employees to go to line managers' work email addresses. How do I set this up?

There are 90 employees, this is a complex payroll & I'm extremely frustrated by the lack of information available. I need to have this all done in this week.

  • +1
    verified answer

    Good day EmmaD,

    Thank you for your support post.

    Please advise what information you require regarding the Leave Rules, in order for us to assist you?

    Daily Update Mail:

    Please login as Administrator and then navigate to the Admin Menu. Select Daily Update Email.
    You will select to Enable this option.  The Scheduled time in Hours and Minutes works on a 24 hour clock.  For example if you want the daily email to go through at 09:15 am, you will enter Scheduled Time Hours as 09 and Scheduled Time Minutes as 15.

    Managers' Email Addresses:

    Logged in as Administrator, you will navigate to Manager, Employee List. Select Manage and then View Personal Details.  You can update the email address in the Contact Details tab.

  • 0 in reply to Jamie van Wyk

    Hi Jamie,

    Well, it would help if I knew what rules are possible, but, for e.g. if an employee wishes to apply for leave and they have no leave days available are they still able to apply and then it is at the line manager's discretion to approve or decline the application?

    But for Sick Leave, if the employee has no Sick Leave days due, the system doesn't allow the employee to submit the application. The employee then needs to apply for Annual Leave (if available) failing which it must be Unpaid Leave.

    Thanks.

  • 0

    I am also finding the set up difficult... Limit information available.  Sent an email to Sage requesting an ESS Manual, but of course, no reply.  I have to set up an employee as Manager to have access to all employees, but there's only a video available on how to set up security groups.  Not helpful at all.

  • 0 in reply to Annetjie

    HI  ,

    Thank you for reaching out.

    We do not have Self Service manuals, however we do have guides to assist.

    Please see for example the Workflow this can assist you to add the Manager and adding the employees that will report to him.

    Setup a workflow in Self Service

    Security Groups is there so you can regulate who can see what of the employees.

    There is also on the site an Explore option where you can 'play' on the system.

    • If you found my answer helpful, please click on Verify answer to let me know.

    Kind regards

    Christelle

*Community Hub is the new name for Sage City