<blockquote>[File:vertopal_827f019d46c641d0a213d47603142821/media/image1.png|457x69px]]

'HR Admin Training Guide'

Last revised: 6/29/2023

©®NEOGOV 2023 Proprietary and Confidential 0 </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Table of Contents'

'Preface' '3 Overview' '4 Employee Information' '5' Employee Profile 5 Personal Tab 6 Assignments Tab 7 Contacts Tab 10 Time Off Tab 11 Property Tab 12 Employment Records 13 'HR Actions' '14' Quick Hire 14 Rehire 15 Terminate 17 Bulk Manager Changes 21 'HR Functions' '23' Personnel Actions 23 Personnel Action Process 24 Security 26 Accessor Keys and User Security Profiles 29 Workflow Emails 32 'Org Structure' '34 Salary Information' '36' Bulk Updates to Salary Information 37 Apply Mass Wage Changes 38 Apply Mass Scale Step Changes 39 Apply Anniversary Sale/Step Changes 42

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'Analytics and Reporting' '44'

<blockquote>Report Builder 45 </blockquote> 'Appendix' '52'

<blockquote>Revision History 52 </blockquote> ©®NEOGOV 2023 Proprietary and Confidential 2

'Preface'

By making any change to this document, you agree that modifications and unchanged portions of the document are your sole responsibility, comply with legal and regulatory requirements, comply with the terms if the Service Agreement between you and NEOGOV, and you further agree to update the document as product changes are released reflecting the author of the changes.

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'Overview'<br /> This document provides a high-level overview of the Core HR functions in NEOGOV for HR

Administrators. Using this guide, your implementation consultant will help you understand how to

maintain your organization’s HR functions.

The table below provides a link and a brief description for each section in this document.

{|

width="50%"|#

<blockquote>'Section' </blockquote>

width="50%"|#

<blockquote>'Description' </blockquote>

-

<blockquote><u>Employee Information</u> </blockquote> <blockquote>This section describes how to maintain employee profile, employment, and assignment records. </blockquote>

-

<blockquote><u>HR Actions</u> </blockquote> <blockquote>This section describes how to perform actions such as hiring and terminating employees. </blockquote>

-

<blockquote><u>HR Functions</u> </blockquote> <blockquote>This section describes HR-specific functions such as personnel actions and security. </blockquote>

-

<blockquote><u>Org Structure</u> </blockquote>

This section describes how to maintain your org structure after initial import.

-

<blockquote><u>Salary Information</u> </blockquote> <blockquote>This section describes how to maintain all aspects of your organization’s salary structure. </blockquote>

-

<blockquote><u>Analytics and Reporting</u> </blockquote> <blockquote>This section provides a list of standard reports included in the product and describes how to use the Report Builder to run customer reports. </blockquote>

}

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'Employee Information'

Employee information is all data relevant to an employee’s status within your organization including profile, employment records, and assignments.

'Employee Profile'

Use the 'Employees' screen to view and maintain employee information for your organization.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image3.png|640x169px]]

<blockquote>1.From the 'Human Resources Dashboard', click 'Employees'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image4.png|640x323px]]

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<blockquote>2.Search for the employee using any field.

3.Click the pencil icon ('Edit record') to see the employee’s information. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image5.png|640x146px]]

On the employee’s information screen, you have access to the 'Personal', 'Assignments', 'Contacts', 'Time Off', and 'Property' tabs.

'Personal Tab'<br /> On the 'Personal' tab, you can maintain personal information related to an employee.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image6.png|576x501px]]

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'Assignments Tab'<br /> Use the 'Assignments' tab to maintain all assignments for an employee.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image7.png|640x239px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image8.png|640x214px]]

You can add or edit an assignment.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image9.png|640x240px]]

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On the modal, you can maintain job information including 'Compensation', 'Employee Status', 'Distributions', and 'Premiums'.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image12.png|640x204px]]

Depending on the employee’s assignment setup, NEOGOV labels the 'Primary' and secondary assignments. You can delete any assignment except the 'Primary' one.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image13.png|640x326px]]

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'Contacts Tab'

On the 'Contacts' tab, you can maintain information like emergency contacts and beneficiaries.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image14.png|640x358px]]

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'Time Off Tab'<br /> The 'Time Off' tab is view-only and displays an overview of the balance remaining in an<br /> employee’s leave policy. You can edit this information using the 'Time and Attendance' product.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image15.png|548x296px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image16.png|321x188px]]

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'Property Tab'<br /> On the 'Property' tab, you can assign and maintain equipment for an employee.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image18.png|640x216px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image19.png|316x305px]]

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'Employment Records'

Use the 'Employment' tab of the 'Employees' screen to view and maintain the employment record for an employee, such as hire and termination.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image21.png|640x131px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image22.png|562x282px]]

<blockquote>1.From the 'Human Resources Dashboard', click 'Employees'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image23.png|558x115px]]

<blockquote>2.Click the pencil icon ('Edit record') for the desired employee to view either record. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image24.png|296x134px]]

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'HR Actions'

As an HR Admin, you can perform a variety of actions including hire/rehire, terminate, and bulk manager changes.

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>If you are a TMS customer, you have additional ways to hire, rehire, and terminate employees. Ask your implementation consultant for the 'New Hires/ReHires Guide'. </blockquote>

}

'Quick Hire'

Use the 'Quick Hire (IEQH)' screen to quickly hire an employee.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image26.png|640x206px]]

<blockquote>1.From the 'Human Resources Dashboard', click 'Activities' > 'Quick Hire', or search for 'IEQH' in the 'Page Code' field. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image27.png|447x269px]]

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<blockquote>2.Complete the required fields (red asterisk), then click 'Save'. </blockquote> {|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>NEOGOV may automatically populate some fields when you enter something in a preceding field. For example, NEOGOV will populate 'Tax Jurisdiction' after you enter the full address. </blockquote>

}

For more information, click for a video tutorial.

'Rehire'

Use the 'Employment' tab of the employee record to rehire an employee. 1.Click 'Employees' from the 'Human Resources Dashboard'.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image28.png|640x155px]]

<blockquote>2.Locate the desired 'Inactive' employee and click the pencil icon ('Edit record'). </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image29.png|640x117px]]

<blockquote>3.Under the 'Employment' tab, click 'Rehire'. The 'Rehire' modal appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image30.png|640x234px]]

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<blockquote>4.Select the appropriate values for 'Employment Type', 'Original Hire Date', 'Rehire Date', and 'Seniority Date'.

5.Click 'Continue'. The 'Rehire' modal displays the assignment details for the employee. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image31.png|555x278px]]

<blockquote>6.Complete the required assignment details and click 'Submit'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image32.png|640x310px]]

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NEOGOV displays a confirmation and creates a new employment record.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image33.png|640x76px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image34.png|640x177px]]

'Terminate'

Use the 'Employment' tab of the employee record to terminate the employee from the organization.

<blockquote>1.Click 'Employees' from the 'Human Resources Dashboard'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image28.png|640x155px]]

<blockquote>2.Locate the desired employee and click the pencil icon ('Edit' record). </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image35.png|640x135px]]

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<blockquote>3.Under the 'Employment' tab, click 'Terminate'. The 'Terminate Employment' modal

appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image36.png|640x261px]]

<blockquote>4.Select the appropriate values for 'Termination Date', 'Termination Reason', and 'Rehire'

'Status'. </blockquote> {|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x56px]]#

width="50%"| If you are a TMS customer with 'Onboarding', select 'Start Offboarding'. Ask your implementation consultant for the 'New Hires/ReHires Guide'.#

}

<blockquote>5.Click 'Save'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image37.png|421x353px]]

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NEOGOV displays a confirmation message.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image38.png|494x74px]]

NEOGOV will change the employee’s record and 'Cancel Termination' is available.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image39.png|640x241px]]

When you terminate an employee, NEOGOV moves them to the 'InactiveStatus' on the 'Employees' screen.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image40.png|640x128px]]

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After the termination date, the employee’s record will have the 'Rehire' and 'Unterminate' options.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image41.png|640x152px]]

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width="50%"|#

<blockquote>'Warning': Do not use 'Cancel Termination' or 'Unterminate' for rehiring. Only use these options if an employee was accidentally terminated. </blockquote>

}

If you terminate and rehire the same employee into a different assignment, NEOGOV keeps a history of the employee’s past records.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image43.png|640x285px]]

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'Bulk Manager Changes'<br /> Use 'Bulk Manager Change (UEBMC)' to update the manager for a group of employees.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image44.png|524x365px]]

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<blockquote>1.From the 'Human Resources Dashboard', click 'Activities' > 'Bulk Manager Change', or search for 'UEBMC' in the 'Page Code' field. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image45.png|456x378px]]

<blockquote>2.Under the 'Criteria' tab, complete the required fields (red asterisk). 3.Click 'Generate'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image46.png|538x349px]]

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'HR Functions'<br /> The 'Human Resources' product has features for HR Admins including personnel actions, security

for screens, and email workflows.

'Personnel Actions'<br /> Use the following 'Personnel Actions' (PAs) to process and maintain these items for your

organization.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image47.png|418x208px]]

{|

width="33%"|#

<blockquote>'Menu Item' </blockquote>

width="33%"|#

<blockquote>'Description' </blockquote>

width="33%"|#

<blockquote>'Screen Name' </blockquote>

-

<blockquote>'Personnel Actions – All' </blockquote> <blockquote>Contains the list of all active and terminated employees.

You can search for these<br /> employees and view all associated historical PAs. </blockquote>

<blockquote>'Personnel Actions (ISPA)' </blockquote>

-

<blockquote>'Personnel Actions – Open' </blockquote> <blockquote>Contains the list of all open/active PAs for you to maintain.

On this screen, you can view, cancel, and process the PAs. See note below. </blockquote>

<blockquote>'Open Personnel Actions (ISPA_NGV)' </blockquote>

-

<blockquote>'Process Personnel Actions' </blockquote> <blockquote>This screen runs a report that will mass process PAs.

You can schedule this report to automatically run hourly, daily, weekly, or monthly. </blockquote>

'Update Personnel Actions (USPPA)'

}

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<blockquote>'Important': If needed, your implementation consultant can set up the PA processing to automatically occur every hour. You do not need to manually process each PA on this page.

However, you can use the process option if you need to make an immediate change. </blockquote>

}

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'Personnel Action Process'<br /> The following example describes how NEOGOV handles PAs.

<blockquote>1.The HR Admin changes the personnel action item.

2.The HR Admin submits the change.

3.NEOGOV initiates the approval task.

4.The designated approvers approve the PA.

5.NEOGOV automatically processes PAs hourly and will make the change effective in the next hour. </blockquote> The following is an example of how to use the PA process.

<blockquote>1.When the Admin changes a personnel action item, NEOGOV will highlight the item in burnt orange to indicate that the item is pending approval. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image48.png|288x61px]]

<blockquote>2.NEOGOV displays a message at the top of the screen. Click 'Submit Changes' to start the approval process. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image49.png|535x208px]]

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<blockquote>3.After submitting, NEOGOV sends the approver a task on their 'Dashboard'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image50.png|514x225px]]

<blockquote>4.After approving, go to 'Personnel Actions' > 'Personnel Actions - Open' and click 'Process PA'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image51.png|225x85px]]

NEOGOV will process the PA based on the setup on the 'Update Personnel Actions (USPPA)' screen.

{|

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<blockquote>For more information, see the 'NEOGOV Personnel Actions' document. </blockquote>

}

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'Security'

Use the 'Security Profiles' page to create and maintain access to NEOGOV screens within your organization.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image52.png|640x194px]]

<blockquote>1.From the 'Human Resources Dashboard', click 'Admin' > 'Security' > 'Security' 'Profiles'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image53.png|640x120px]]

<blockquote>2.Click '+Add'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image54.png|393x173px]]

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<blockquote>3.Enter the 'User Security Profile Name' and 'Description'.

4.Select the desired product the profile will have access to and click 'Save'. NEOGOV will display a confirmation message. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image55.png|640x136px]]

After saving, NEOGOV displays the product 'Roles' for the profile.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image56.png|640x295px]]

By default, each role includes full access to the product. If the profile needs limited access to any role, do the following.

<blockquote>1.On the desired 'Role', click the pencil icon ('Edit user role'). The 'Edit Role' modal appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image57.png|640x93px]]

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<blockquote>2.Locate the desired 'Function' and toggle the 'Create', 'Retrieve', 'Update', and 'Delete'

(CRUD) options as needed. Selecting or clearing the toggle will allow or restrict the option. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image58.png|640x277px]]

{|

width="50%"|#

<blockquote>'Option' </blockquote>

width="50%"|#

<blockquote>'Description' </blockquote>

-

<blockquote>Create Allowed </blockquote> <blockquote>Allows the profile to create items within that screen. </blockquote>

-

<blockquote>Retrieve Allowed </blockquote> <blockquote>Allows the profile to retrieve items within that screen. </blockquote>

-

<blockquote>Update Allowed </blockquote> <blockquote>Allows the profile to update items within that screen. </blockquote>

-

<blockquote>Delete Allowed </blockquote> <blockquote>Allows the profile to delete items within that screen. </blockquote>

}

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<blockquote>3.Click 'Save' at the bottom of the modal to record your changes and close the modal. 4.Click 'Save' at the top of the 'User Security Profile' screen to commit your changes. NEOGOV displays a confirmation message.

5.Click '< User Security Profiles' to return to the 'Security Profiles' screen. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image59.png|524x258px]]

The new profile appears in the 'User Profile' list.

'Accessor Keys and User Security Profiles'

Use the 'Assign Users to Security Profiles (USERS)' screen to maintain your employees’ accessor keys (user names) and security access.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image60.png|640x259px]]

For more information click to see a video.

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<blockquote>1.From the 'Human Resources Dashboard', click 'Admin' > 'Security' > 'Users', or search for 'USERS' in the 'Page Code' field. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image61.png|640x116px]]

<blockquote>2.Locate the desired 'Person Code'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image62.png|423x220px]]

<blockquote>3.Under the 'User Access' tab, edit the 'Accessor Key' and 'Security Profile' (role) as needed then click 'Save'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image63.png|640x162px]]

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>All employees will have the default employee role. </blockquote>

}

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If there is an Admin who needs different access, do the following.

<blockquote>1.Click the magnifying glass icon ('Search Security Profile'). The 'SEARCH FOR: Security' 'Profile' dialog appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image64.png|584x148px]]

<blockquote>2.Click 'Reset'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image65.png|515x138px]]

<blockquote>3.Search for the desired 'Role', then click 'OK'. NEOGOV closes the dialog and adds the 'Role' to the 'Security Profile' field. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image66.png|450x325px]]

<blockquote>4.Click 'Save' to commit the change. </blockquote> ©®NEOGOV 2023 Proprietary and Confidential 31

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Workflow Emails'<br /> Use the 'Email Notifications (IAWF)' screen to maintain your 'Workflow Emails'.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image67.png|640x195px]]

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>NEOGOV has already collected this information from your organization and enabled your requested emails. Use this page to manage these emails. </blockquote>

}

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>1.From the 'Human Resources Dashboard', click 'Admin' > 'Approvals' > 'Workflow' 'Emails', or search for 'IAWF' in the 'Page Code' field. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image68.png|640x249px]]

<blockquote>2.Locate the desired workflow and click the eyeball icon ('View email details') to see the details or toggle the email to 'OFF' or 'ON'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image69.png|222x231px]]

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Org Structure'

Use the 'Admin' > 'Org Structure' options from the 'Human Resources Dashboard' to maintain your organization.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image70.png|640x451px]]

NEOGOV has already collected this information from your organization. Use the options in the above menu to manage the structure of your organization.

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x56px]]#

width="50%"|#

<blockquote>If you are a TMS customer, you will manage this data in HRIS. Click to see a video with more information. </blockquote>

}

Occupational groups and job benefits are managed in HRIS and will transfer to TMS.

Each year you will need to extend your business calendars using the 'Extend Calendar' button. NEOGOV will then create another 12-month calendar. If you have payroll services, they will handle this process.

The 'Define General Contacts (IECI)' screen is an optional section where you can list contacts tied to your organization for all HR Admins to view.

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

The table below lists the screens to maintain your organization structure.

{|

width="33%"|#

<blockquote>'Screen Name' </blockquote>

width="33%"|#

<blockquote>'Menu Path' </blockquote>

width="33%"|#

<blockquote>'Further Information' </blockquote>

-

<blockquote>'Entities (IDEN)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Entities' </blockquote> <blockquote>N/A </blockquote>

-

<blockquote>'Locations (IDLN)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Locations' </blockquote>

-

'Departments (IDDPL)'

<blockquote>'Admin' > 'Org Structure' > 'Departments' </blockquote>

-

<blockquote>'Divisions (IDDVL)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Divisions' </blockquote>

-

<blockquote>'Units (IDUN)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Units' </blockquote>

-

<blockquote>'Groups (IDGR)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Groups' </blockquote>

-

<blockquote>'Work Rules (IDWR)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Work Rules' </blockquote>

-

<blockquote>'Class Specifications (IDCS)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Class Specs' </blockquote>

-

<blockquote>'Positions (IDPSL)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Positions' </blockquote>

-

<blockquote>'Occupational Groups (ICOG)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Occupational Groups' </blockquote>

-

<blockquote>'Maintain NGV'<br /> 'Benefits (IRNB)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Job Benefits' </blockquote>

-

<blockquote>'Business Calendars (IDCL)' </blockquote> <blockquote>'Admin' > 'Org Structure' > 'Business Calendars' </blockquote> <blockquote>N/A </blockquote>

-

'Define General Contacts (IECI)'

<blockquote>'Admin' > 'Org Structure' > 'General Contacts' </blockquote> <blockquote>N/A </blockquote>

}

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Salary Information'

Use the 'Salary Ranges', 'Scales/Steps', and 'Step Progression Rules' options from the 'Compensation' menu to maintain your organization’s salary structure.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image71.png|640x265px]]

NEOGOV has already collected this information from your organization. Use the options from the menu when adding new information.

Additionally, you can apply multiple changes using bulk updates (see <u>Bulk Updates to Salary</u> <u>Information</u>).

The table below lists the screens to maintain your organization’s salary structure.

{|

width="33%"|#

<blockquote>'Screen Name' </blockquote>

width="33%"|#

<blockquote>'Menu Path' </blockquote>

width="33%"|#

<blockquote>'Description' </blockquote>

-

'Salary Ranges (ISSR)'

<blockquote>'Compensation' > 'Salary Ranges' </blockquote> <blockquote>View and maintain salary ranges. </blockquote>

-

<blockquote>'Wage Scales/Steps (ISWS)' </blockquote> <blockquote>'Compensation' > 'Using'<br /> 'Scales/Steps' > 'Scales/Steps' </blockquote> <blockquote>View and maintain wage scales. </blockquote>

-

<blockquote>'Wage Step Rules (ISRS)' </blockquote> <blockquote>'Compensation' > 'Using Scales/Steps' > 'Step'<br /> 'Progression Rules' </blockquote> <blockquote>View and maintain wage step rules if you have automatic stepping. </blockquote>

}

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Bulk Updates to Salary Information'<br /> Use the 'Mass Salary Changes', 'Mass Apply Step Changes', and 'Mass Apply Anniversary'

'Step Rule' options from the 'Compensation' menu to bulk update salary information.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image72.png|640x316px]]

The table below lists the screens to apply bulk updates to your organization’s salary information.

{|

width="33%"|#

<blockquote>'Screen Name' </blockquote>

width="33%"|#

<blockquote>'Menu Path' </blockquote>

width="33%"|#

<blockquote>'Description' </blockquote>

-

<blockquote>'Apply General Wage Changes (USSC)' </blockquote> <blockquote>'Compensation' > 'Mass Salary Changes' </blockquote> <blockquote>Apply bulk changes to wages such as COLA. </blockquote>

-

<blockquote>'Mass Salary Update Report (USMC)' </blockquote> <blockquote>'Compensation' > 'Using'<br /> 'Scales/Steps' > 'Mass Apply Step Changes' </blockquote> <blockquote>Apply bulk effective date changes to scales/steps/ </blockquote>

-

<blockquote>'Step Wages Based on Anniversary (USAS)' </blockquote> <blockquote>'Compensation' > 'Using'<br /> 'Scales/Steps' > 'MassApply Anniversary Step Rule' </blockquote> <blockquote>Apply bulk wage scale/step increases, based on anniversary date, if you have automatic stepping. </blockquote>

}

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x56px]]#

width="50%"|#

<blockquote>For more information, see the 'Bulk Wage Change' document. </blockquote>

}

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Apply Mass Wage Changes'

This process will create personnel actions. If needed, your implementation consultant can configure NEOGOV to automatically include them in your hourly processing.

<blockquote>1.From the 'Human Resources Dashboard', click 'Compensation' > 'Mass Salary' 'Changes', or search for 'USSC' in the 'Page Code' field.

2.Under the 'Criteria' tab, complete the required fields (red asterisk). </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image73.png|378x287px]]

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>For 'Percentage Incr/Decr' and 'Flat $ Amt Change', you can enter a minus sign (-) before the value to indicate a decrease. </blockquote>

}

<blockquote>3.(Optional) Enter any desired 'REPORT FILTERS' to narrow the criteria. 4.Click 'Generate'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image74.png|561x260px]]

©®NEOGOV 2023 Proprietary and Confidential 38

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Apply Mass Scale Step Changes'

This process will create personnel actions. If needed, your implementation consultant can configure NEOGOV to automatically include them in your hourly processing.

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image75.png|56x57px]]#

width="50%"|#

<blockquote>Make changes to the scales/steps before you apply them in bulk. </blockquote>

}

<blockquote>1.From the 'Human Resources Dashboard', click 'Compensation' > 'Using Scales/Steps' > 'Mass Update Steps', or search for 'USWS' in the 'Page Code' field.

2.Under the 'Criteria' tab, complete the required fields (red asterisk).<br /> a.The 'Change Date' will become the effective date of the new scales/steps. b.Include a 'Change Reason'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image76.png|506x376px]]

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image75.png|56x57px]]#

width="50%"|#

<blockquote>For 'Percentage Incr/Decr' and 'Flat $ Amt Change', you can enter a minus sign (-) before the value to indicate a decrease. </blockquote>

}

©®NEOGOV 2023 Proprietary and Confidential 39

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>3.(Optional) Enter any desired 'REPORT FILTERS' to narrow the criteria. 4.Click 'Generate'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image77.png|508x236px]]

<blockquote>5.From the top menu, click 'Compensation' > 'Using Scales/Steps' > 'Mass Apply Step' 'Changes'.

6.Under the 'Criteria' tab, complete the fields described in the table below. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image78.png|640x487px]]

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

{|

width="50%"|#

<blockquote>'Field' </blockquote>

width="50%"|#

<blockquote>'Description' </blockquote>

-

<blockquote>'Change Reason' </blockquote> <blockquote>Select the reason for the change. </blockquote>

-

<blockquote>'Create PA' </blockquote> <blockquote>'Yes': NEOGOV will create a personnel Action. </blockquote>

-

<blockquote>'Ignore Rate Diff.' </blockquote> {|

width="50%"| ●<br />#

●

width="50%"|#

<blockquote>'Yes': NEOGOV will exclude employees whose scales/steps were manually changed.

'No': NEOGOV will update all scales/steps associated with this process. </blockquote>

}

-

<blockquote>'Include Future Hires' </blockquote> <blockquote>'Yes': NEOGOV will update the scales/steps for this category. </blockquote>

-

<blockquote>'Include Future Terms.' </blockquote> <blockquote>'Yes': NEOGOV will update the scales/steps for this category. </blockquote>

-

<blockquote>'Include Future Leaves' </blockquote> <blockquote>'Yes': NEOGOV will update the scales/steps for this category. </blockquote>

-

<blockquote>'Include Inactives' </blockquote> <blockquote>'Yes': NEOGOV will update the scales/steps for this category. </blockquote>

-

<blockquote>'Trial' </blockquote> <blockquote>● 'Yes': Use this option for testing without committing the data.

● 'No': NEOGOV will run the report and the changes will be effective. </blockquote>

-

<blockquote>'Exception Level' </blockquote> <blockquote>Select '0-Exceptions only'. </blockquote>

}

<blockquote>7.(Optional) Enter any desired 'REPORT FILTERS' to narrow the criteria.

8.Click 'Generate'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image79.png|547x212px]]

©®NEOGOV 2023 Proprietary and Confidential 41

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Apply Anniversary Sale/Step Changes'

This process uses the 'Wage Step Rule' field from the 'Groups (IDGR)' or 'Wage Scales/Steps (ISWS)' screens to determine if the employee should receive an anniversary increase. This process also creates personnel actions. If needed, your implementation consultant can configure NEOGOV to automatically include them in your hourly processing.

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>This process only applies if you use automatic stepping. </blockquote>

}

<blockquote>1.From the 'Human Resources Dashboard', click 'Compensation' > 'Using Scales/Steps' > 'MassApply Anniversary Step Rule', or search for 'USAS' in the 'Page Code' field. 2.Under the 'Criteria' tab, complete the required fields (red asterisk). </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image80.png|441x457px]]

©®NEOGOV 2023 Proprietary and Confidential 42

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>3.(Optional) Complete any desired 'REPORT FILTERS' to narrow the criteria.

4.Click 'Generate'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image81.png|520x266px]]

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

'Analytics and Reporting'<br /> The following standard reports are available in the 'Analytics & Reporting' module.

{|

width="50%"|#

<blockquote>'Report Category' </blockquote>

width="50%"|#

<blockquote>'Report Name or Description' </blockquote>

-

<blockquote>Employee Reports </blockquote> <blockquote>Employee Information </blockquote>

-

<blockquote>Employee Names and Addresses </blockquote>

-

<blockquote>Employee Change Report </blockquote>

-

<blockquote>Transfers & Promotions </blockquote>

-

<blockquote>Employees By Position </blockquote>

-

<blockquote>Employees by WCB Class by Department </blockquote>

-

<blockquote>New Hires and Terminations </blockquote>

-

<blockquote>Employee Profiles </blockquote>

-

<blockquote>Personnel Movement </blockquote>

-

<blockquote>Personnel Actions </blockquote>

-

<blockquote>Wage Details </blockquote>

-

<blockquote>Organizational Reports </blockquote> <blockquote>Jobs </blockquote>

-

<blockquote>Positions </blockquote>

-

<blockquote>HR Departmental Report </blockquote>

-

<blockquote>Employee Counts </blockquote>

-

<blockquote>Interface Reports </blockquote> <blockquote>Employee Generic Interface </blockquote>

-

<blockquote>New Hire Interface </blockquote>

-

<blockquote>Government Reporting </blockquote> <blockquote>EEO-1 Employment Equity </blockquote>

-

<blockquote>EEO-4 Employment Equity </blockquote>

-

<blockquote>EEO-4A Hawaii Govt Report </blockquote>

-

<blockquote>EEO-4 New Hire Report </blockquote>

-

<blockquote>EEO-5 Elementary Secondary Staff </blockquote>

}

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

{|

width="50%"|#

<blockquote>'Report Category' </blockquote>

width="50%"|#

<blockquote>'Report Name or Description' </blockquote>

-

<blockquote>Quarterly EE Report </blockquote>

-

<blockquote>US Veterans Employment </blockquote>

-

<blockquote>Report History </blockquote> <blockquote>The location where NEOGOV stores previously run reports. </blockquote>

}

'Report Builder'

This section provides a brief overview of NEOGOV’s 'Report Builder' to create custom reports. See the 'NEOGOV Report Builder Guide' for more detailed information.

After running custom reports, NEOGOV stores them under the 'Custom Report' tab.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image82.png|640x360px]]

©®NEOGOV 2023 Proprietary and Confidential 45

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>1.From the 'Human Resources Dashboard', select 'Analytics & Reporting' from the product dropdown list. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image83.png|427x313px]]

<blockquote>2.From the 'Analytics & Reporting Dashboard', click 'Report Builder'. The 'Report' 'Builder' screen appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image84.png|436x177px]]

©®NEOGOV 2023 Proprietary and Confidential 46

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>3.Click 'Create Report'. The 'Create Report' Dialog appears with a list of all your NEOGOV products. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image85.png|585x179px]]

<blockquote>4.Select the desired options from the product list, then click 'Create Report'. The report configuration screen appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image86.png|640x334px]]

©®NEOGOV 2023 Proprietary and Confidential 47

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>5.Select the desired fields to include in the report, then click 'Add to Filters'. NEOGOV will add the filters to the 'Preview' section. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image87.png|640x448px]]

<blockquote>6.(Optional) If needed, modify the values for any desired filter. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image88.png|563x226px]]

©®NEOGOV 2023 Proprietary and Confidential 48

[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>7.Click 'Save & Run Report'. The 'Save Report' dialog appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image89.png|640x161px]]

<blockquote>8.Enter a 'Report Name' and 'Description.'

9.Select whether the report will be 'Public' or 'Private', then click 'Save'. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image90.png|350x413px]]

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

NEOGOV will compile the report then display an export screen where you can update filter values or export the report to multiple formats.

[File:vertopal_827f019d46c641d0a213d47603142821/media/image91.png|640x233px]]

<blockquote>10.Click 'Export' and select an option. NEOGOV displays a confirmation. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image92.png|362x280px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image93.png|470x134px]]

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[File:vertopal_827f019d46c641d0a213d47603142821/media/image2.png|128x21px]]

<blockquote>11.Click 'My Exports' from the top menu. The 'My Exports' screen appears. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image94.png|499x188px]]

<blockquote>12.Locate your report and click the download icon ('download file'). NEOGOV downloads the file to your computer. </blockquote> [File:vertopal_827f019d46c641d0a213d47603142821/media/image95.png|640x226px]]

[File:vertopal_827f019d46c641d0a213d47603142821/media/image96.png|492x144px]]

{|

width="50%"| [File:vertopal_827f019d46c641d0a213d47603142821/media/image25.png|56x57px]]#

width="50%"|#

<blockquote>NEOGOV will remove your export file from this screen after 30 days. </blockquote>

}

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'Appendix'<br /> 'Revision History'

{|

width="33%"|#

<blockquote>'Version' </blockquote>

width="33%"|#

<blockquote>'Description' </blockquote>

width="33%"|#

<blockquote>'Date' </blockquote>

-

<blockquote>4 </blockquote> <blockquote>Removed deprecated content. Screenshot updates. </blockquote> <blockquote>6/29/23 </blockquote>

-

<blockquote>3 </blockquote> <blockquote>Updated <u>Rehire</u> and <u>Terminate</u> sections. </blockquote> <blockquote>6/24/23 </blockquote>

-

<blockquote>2 </blockquote>

Updated <u>Employee Profile</u> section.

<blockquote>3/31/23 </blockquote>

-

<blockquote>1 </blockquote> <blockquote>Initial release. </blockquote> <blockquote>2/27/23 </blockquote>

}

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