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Darin Kramer: Today, we’re going to show you a little bit
about streamlined employee navigation and entry. What
we’re trying to solve here is provide a single view of
navigation, change employee records, reducing the number
of clicks. Access to information is all critically important
when you’re looking for data and needing to update it.
Some of the highlights are related to configuring options
to view those employees. Viewing the combinations not
just of employees and contractors but any combination
they’re after and making sure that we eliminate the duplicate
and confusing navigation within the system. We’ve heard a
lot from customers that it’s confusing as to where to access
certain information, and we wanted to give you a central
location to bring that all together. What I want to do is, first
of all, I’ll show you what the system does today. So,
highlighting some of the issues that have been pointed out
to us and then go into the changes that help streamline
this navigation.
Let’s go ahead, first of all, and take a look at  how the
current solution is working. I’m going to go ahead and search
on employees. And that’ll take us to the employee form.
Here, we’re kind of locked in to just seeing employees that
are active within the system. So if you wanted to get to
contractors, you needed to go through the contractor menu
item; to see workers, employees, and contractors, go to
the workers; to see future, you would need the pending;
and to see past, you need the exited. In this particular case,
I’m just able to view the existing active employees for the
United States Manufacturing Company. In the top menu
item or in the top action pane here, you’ll see all sorts of
different items. They’re all the items that are related to
the employee in this particular case, Aaron Arnold. You will
see not just actions, but you’ll see navigation points jump
off points to bank accounts to view time off to see all of the
related data about that employee. We’ve heard a lot about
this is cumbersome in many ways in that there’s so many
options we don’t know where to find it.
Also if I just highlight April Olson here and drive into the
details of April’s record, you’ll see that there are links also
throughout the system. So, if I drill down into my personal
information, you’ll see bank accounts are here, a number of
different links. You’ll also see that if I go into compensation,
there’s a few links under compensation, under competency
and development, and under payroll as well. You’ll see
different links throughout the system that are kind of
scattered within the application’s navigation. We want to
solve all of these problems to make sure that there’s a
central location, a clear navigation model, and will help you
get through your employee entry at the end of the day
and making it as efficient as possible.
Different types of navigation, like I said, I can go to
past employees. Again, you would need to know that
this is where you need to navigate from to get to that
kind of information. So, this is just another example
of the navigation elements and the view capability
that we’re trying to solve. With that, I’m going to switch
over now and we’re going to enable this feature.
So, what you need to do again and go to system
parameters. And on the preview feature, we’ll go ahead
select preview the enhanced worker form. When I save
that, I’ll now see the new changes that we’ve put in place.
And again, I’ll go ahead and I’ll just search and go to
employees.
Here now, you see all of the employees again just like before.
You’ll see the employees that are active in the United States
Manufacturing Company and nothing else. However, now, I
can start switching up what I want to look at. I can switch
over to just look at my exited employees and contractors
within this particular company. New columns will be available
based on the selections that you’ve selected, so these are
past employees. These are exited, so now I can see the
termination date and reason. If I want to see everybody, I
can go ahead and mark all the boxes and apply. And now,
I’m seeing all of the employees within the system, whether
they’ve separated from the company, whether active, or
whether they’re going to start soon. I can go ahead and search
for those particular individuals. So, if I search for my record,
my employee record, I can see myself here and I can drill
into that particular record and see the details. Changes
on the details record are similar to the changes on the list
form. You’ll see that the organization of that banner or
that activities at the top has changed. All the actions are
here under work. We’ll see that you can still get to date
manager, you can still get to a number of different areas,
but it’s organized in a way that it’s scaled back and you’re not
seeing everything at once and you have to go and hunt for
it. Each category is based on the information that were
in the current buckets before with a little bit of reorganization
to make more sense into how it’s organized. The other area
that I would want to point out is we talked about the
links that are scattered throughout the fast tabs within the
form. They have been consolidated, so you will see all your
compensation, tax, employment, and development all in a
single location. This way, you don’t have to know which
fast tab to open, which tab across the top, to select to be
able to get to the right information. And because of this,
it also simplifies the profile, the work history, and the
positions and everything else. There’s not as much clutter
here. You can go in, see the information directly on the
form and navigate to whatever you need to through links
or through the action pane.
Another key area that we’ve been getting feedback on is
the ability to enter data for not only those active employees
within the system but for future employees and for those that
have exited the application or the company. This has been
very cumbersome. You really need to know what to do
when this is happening. We have some capabilities in the
product where you have to go to a date manager, you
have to know where the field is on which form, which table
it’s almost in to be able to solve that problem. With the
changes that we’ve made for the streamlining of the
employee entry, you’ll see that it is much more efficient.
Let’s take a look again at the way the system is working
today. This will give us how cumbersome it might be to
update some of this data. So, I’m looking at a pending
employee right now. I know that they start on 8/23 off
on the right hand side, 8/23/2019 is their start date. But
what I do want to do is update their probation date. I
know they’re starting and I need to get that data into the
system prior to the start date. So, what you need to do
today is navigate to employment history. Employment
history is going to show me that 8/23/2019 employment
record, but the probation date isn’t necessarily on this
particular form. You then need to know that date manager
is available. And date manager provides all those date
effective records that change over the course of time.
A first area here, the employment details also doesn’t show
probationary date. You do need to know that employee
details is available and the probationary date is there.
You’ll need to go ahead and add a record and then specify
the date. That would be the process that you would need
to go through today and then when you save that record,
you would see that the probationary date is updated.
Now what I want to do is switch over and show you the
changes that we made and how easy this particular change
can be made in the current solution.
So, what we need to do is go back to that same system
parameters. And we need to turn that feature option back
on. So, preview features, select yes here, save that, and
now what we can do is we can go back to just the employees
again. Instead of going to pending employees, like you had
to before, you can go back here, select all my future
employees or all my pending employees and contractors.
I can select Benjamin Martin. And now, there’s been a
reorganization of the page itself. So now, it’s not just a
single employment; it’s a work history. And in this particular
case, I’ve got this 8/23 date; this is my employment for
Benjamin Martin. You can see the probationary date that
was entered in the old version. I can go ahead and select
edit right here and make that change, maybe that isn’t
as of today. Maybe it’s as of tomorrow. It’s as simple as
that, whether this particular employee is starting two days
from now or six months from now. I can go in, edit any
employment record as of the date of that employment,
whether that’s a past employee, a pending employee, or
an active employee. All the data entry is the same.
Another thing I wanted to point out is now that we have
this whole work history, we also have a new status bar
or a banner at the top of the employee form. You can see
just at a glance, Benjamin Martin is a pending employee.
Starting in the future. His start date is 8/23. He’s going
to report to me, Darin Kramer. He’s in a full-time position.
He’s in the Sales & Marketing department and he’s a
Marketing Manager. This data was spread out throughout
the system prior and it’s now available in at just at a glance.
It’s some of the most pertinent information about Benjamin
Martin. And you can also see that he is employed with
Contoso Entertainment System USA.
Along with that, now we have the complete work history.
We also have his complete position history. He has two
positions pending. If he had a separation with the company
and worked in a position as of 2000 or 2010, we would see
all his past positions. All of those positions would be available
from the positions fast tab or tab here along with his work
history. An example, maybe a better example, is if I go
ahead and change my view options. I’ll go ahead and select
my active employees. Coming back to the list, I have all the
information here based on the selections that were made.
With that, I can go ahead and search for myself again. And
if I look at my record, my work history shows me two exits
and an active employee record. And my positions show me
two active positions and a past record. Again, you could
access this information previously. You did need to know
where to go. You would have to move to the menu items
or the action pane at the top. Find position history. Change
the date options and view all. The key here again is that all
the information is at a glance and if you’re looking for an
option that you may have been familiar with in the past
and it’s not available, it’s going to show up under the links
with one exception. When you go into work history, you’ll
see the different employments that are there. There used
to be an option at the top of the form to change the as of
date. We automatically do this for you now, so you don’t
have to remember to change the date for a specific
employment to be able to be in the context of that
employment. So, it makes it easier to update probationary
date as of this employment, looking at a past employment
to say maybe update the termination reason of as to why
they left. It’s very possible that that information was
provided in an exit interview after this record was created
and you want to go back and you want to get reporting
based on why people are leaving the organization. All of
this can now be updated just by selecting the field and
adding the data directly to the form.
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