Understanding Managers Workbench

You can perform many common supervisory tasks from a centralized location using Managers Workbench (P08712). From this location, your employee information is easily accessible, enabling you to analyze job and employee information, initiate changes, and save time when you need reports that can be processed as a list or on an individual basis. Your own personal employee information is also available from within this application.

Using the Managers Workbench, you have quick, easy access to information that you can review and use for budgeting, planning, decision making, and approving. This application uses workflow to save time when you are communicating changes and obtaining required authorizations.

Note: The Managers Workbench separates access to your personal information from access to your employees' information by the use of form and row menus. For example, when you select options from a form menu, you can access your own personal information and make a variety of changes. When you select options from a row menu, the system displays your employees' information. A manager can view an employee's information, but generally cannot make changes directly to an employee's record.

These options are available in the Managers Workbench:

Manager Function	Options
Self Service	You can select My Self Service Ap from the Form menu, and then perform these tasks: Review or change your name and address information. Review your time entry. Review your paid time off. Review or update your emergency contacts. Review and enter your competency information. When you first select one of your employees and then select Self Service Apps. from the Row menu, you can perform these tasks: Review employee name and address information. Review and revise employee time entry. Review employee paid time off. Review employee emergency contacts. Review and revise employee competency information. You can also review employee data, analyze employee skills, and prepare for employee coaching sessions with these self-service options.
Status Change	Status Change includes options for performing these tasks: Requesting a promotion. Changing an employee's assigned location. Changing an employee's department or supervisor. Changing an employee's job status. Requesting a leave of absence. This centralized approach to managing employee changes enables you to initiate, review, and approve changes for your employees. The User Defined status change category enables your Human Capital Management department to set up an additional employee change category. For example, you might want to create a new category for compensation review.
Reports	These reports are available from the Managers Workbench (P08712): Managers Reports (P08740). Headcount (R081021). Organization Chart (P08713 or P08713W). Turnover Reports (R080430). Phone List (R080115). Time Entry (R053001). Managers Reports (P08740) is a preset list of reports, defined by your human capital management department, that you can use to meet frequent reporting requirements. Your human capital management administrator can create one or more versions that include reports that you commonly use. Use these reports to help meet your needs for organizational reporting, planning, review, and management of your employees. You can generate reports for the employee group below your job level, or you can select a subordinate management level and generate reports with that level at the top of the hierarchy. You can use the Submitted Reports option on the Form menu to review the status of reports that you have previously submitted.
Supplemental Data	Depending on what kinds of supplemental data you maintain, your human capital management administrator can set up databases for each system. You can use supplemental data to track information that is not included in the standard master tables. For example, you might want to track information such as products purchased, sales information, delivery methods, internal ratings, or work history. Supplemental-database code information is stored in the Supplemental Database Setup table (F00090).
Gap Analysis	Use Gap Analysis to help you compare the skill competencies that are required for a job and the current competencies of an employee. Often used in conjunction with Job Competencies In An Organization, these functions are useful for organizational planning and in preparation for employee performance reviews.
Performance	Use Employee Performance to create new appraisals, review and change current appraisals, and review historical appraisal information. You can review your personal performance appraisal by choosing Performance from the Form menu. When you are using the performance options, you can also access supplemental data from the Performance menu to record additional information that you want to track.
Employee Profile	Use Employee Profile to review employee data that is obtained from the Employee Master Information table (F060116). You can also use this function to contact your Human Capital Management department about updates to an employee record.
Attachments	Attachments can be added as part of the setup function to provide information for all managers who use any of the Managers Workbench applications. These can include instructions, reminders, or miscellaneous information. You can also add attachments while using Managers Workbench applications. For example, you might want to remind yourself about information that will help you plan for reviews or record action steps that you want to remember regarding specific employees. You can also attach graphic files. The attached files are linked to your address number and an employee address number so that if either position changes, another manager cannot view the notes that you attach.
Jobs In An Organization	Use Jobs In An Organization to review how each job fits into the hierarchical levels of the organizational structure. You can use this information to plan for new jobs and to determine the competencies that are associated with each job. When you access this program from Managers Workbench, you can review information, but you cannot change it.
Compensation Review	Use this program to review compensation data for any of your employees. The program provides you with a workbench that provides access to programs for: Viewing and changing salary recommendations. Viewing the salary budget allocation, budget spent, and budget remaining by increase types. Submitting salary recommendations up to the next level supervisor for approval Returning salary recommendations down to the previous level supervisor for salary rework. Providing access for a human capital management administrator to view or change salary recommendations of a specified supervisor with the use of a processing option
Employee Letters	When you need to send written information to employees, you can use the mail merge features of your software to efficiently produce letters that you mail to all of your employees. For example, you can quickly generate a letter to a group of your employees who are included in a new marketing campaign. Or you can generate a mass mailing to all of your employees to explain a new benefit option. This option runs the Web Mail Merge application, which enables you to work with the letters that you have generated.
Job Competencies In An Organization	Use Job Competencies In An Organization to see how job competencies are assigned to the hierarchical levels of the organizational structure. You can use this information to determine the competencies that apply to you and the employees who report to you.
Approvals	Use Approvals to expedite the workflow process for your employees. Use this form menu option to review all Status Change approval requests, add comments, and take appropriate action.
Delegates	Use My Delegates, on the Form menu, to set up subordinates who are authorized to use Managers Workbench in your absence or to enable others to perform managerial functions. After the initial setup, the delegates that you select can access Managers Workbench at your organizational level and then perform functions at an authority level that you specify to help you review, change, and approve employee information.
Attachments	Attachments can be added as part of the setup function to provide information for all managers who use any of the Managers Workbench applications. These can include instructions, reminders, or miscellaneous information. You can also add attachments while using Managers Workbench applications. For example, you might want to remind yourself about information that will help you plan for reviews or record action steps that you want to remember regarding specific employees. You can also attach graphic files. The attached files are linked to your address number and an employee address number so that if either position changes, another manager cannot view the notes that you attach.