Easy Navigation Guide - NHS Staffordshire Shared Business Services
Contents
1. navigate to the relevant section If you Heaters the training material you have multiple navigations you may find some of the options at the bottom of your screen on the left hand side Stephen Lawrence Please make sure you are making entries t then this relates to absences and hours wol N avigation Bar Display Status You can decide if you want the panel to appear permanently or to hide If you move to the centre of the panel you will see the cursor change colour in this case orange and if you click once with your left mouse button the panel will close It is still there but at the very left of the screen You can open it permanently by moving your cursor to the very left of the screen in the middle and you will find the open icon Fig1 You can open the bar temporarily by clicking anywhere on the bar on the left hand side for the slide open Fig 2 Stephen Lawrence Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Services Easy System Navigation User Guide Page 5 Using the slide in Multiple Screens Fig 1 ig Screens like the time and attendance have multiple layers due to them having a navigation bar and a list of employees names In this case you have multiple options Using the slider functions described above you can decide to have the navigation bar and staff list open Fig A or the navigation bar closed and the staff list open Fig B or the sta2. NHS Staffordshire Shared Business Services Employment Services Department Easy System Navigation User Guide Version 1 1 July 2013 Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Services Easy System Navigation User Guide Page 2 Page No Contents Page 3 Front Page Page 2 Contents Page Page 3 Introduction to Easy and Contact Details Page 4 Easy Front Screen Messages Navigation Panel Page 5 Multiple Screen and Slide Bar Page 6 Easy Banners amp Headers Page 7 On Line Help Adding comments Please read this manual in conjunction with specific area guides such as Easy Forms E Forms Easy Expenses Manager and Self Service Easy Time and Attendance Easy Payslips Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Services Easy System Navigation User Guide Page 3 What is Easy Easy is a system developed by Giltbyte Software specifically and exclusively for the use of NHS organisations to enable the collection of payroll data electronically to reduce the administrative burden on organisations and modernise payroll data collection The software consists of Electronic Forms E Forms Electronic Expenses and Electronic time and Attendance and electronic payslips There are additional modules available for Electronic Authorised Signature Lists and Finance Reporting Easy has developed areas for employee to cla
3. es Easy System Navigation User Guide Page 4 Using Easy Front Screen The Easy front screen contains any important messages Please take time to read these in case they apply to what you wish to do On this screen you can change your password yourself by selecting the change password words on the top right of the Easy screen You can also find the log out in this corner It is important that you remember to log out of the system using the logout option rather than just using the x in the top right hand corner Important Messages Logout amp Password Reset My Preferences Change password Log out GuidanceG gt Online Helpe 6th October 2010 16 13 46 Self Service Expenses Note the system will be down on the morning of Monday 25th October 2010 for a few hours for upgrades to be loaded A System Availablility a Time amp Attendance Stephen Lawrence 21st Oct 2010 08 15 amp Authorisation Please remember that the cut off date for payroll is the 7th of the month If you have not authorised timesheets or expenses by this date then staff may not be paid Navigation Toolbar The navigation bar is on the left hand side of the screen and there may be more than one navigation panel There are a number of things you can do to make the screen less busy especially when making expenses entries and you require as much of the screen as possible Navigation Panel You can click on the navigation panel to
4. ff list and the navigation bar closed Fig C so that all you see is the timesheet Fig A Navigation Self Service a Expenses a Time amp Attendance 999 NSFRSS Accounting Ser Period M 08 2009 Input ending 31st O All Harding Bindumol i Hardy Alison Harland Diane Hill Mary Hill Sandra Hubball Michelle Hubball Sarah Hulse Janet James Christopher Jamieson Donna Jones Susan Kuriakose Christopher Lander John Ext Lawrence Michelle Ba Smith Sarah H mm Wi Close D Fig B Home gt Attendance Edit Group 999 NSFRSS Accounting Serv Period M 08 2009 Input ending 31st Oc All E Harding Bindumol gt l Hardy Alison Harland Diane Hill Mary Hill Sandra Hubball Michelle Hubball Sarah Hulse Janet James Christopher Jamieson Donna Jones Susan aa Kuriakose Christopher Lander John Ex Lawrence Michelle Bi Smith Sarah F Wi Fig C Home gt Attendance 999 NSFRSS Acct Period M 08 2009 InpL Slider Bars If you decide to have both the Navigation Bar and the staff list closed you can open them at any time using the open slider command on the far left In Time and Attendance if you select to close the navigation bar and staff list you will only see the individual you have chosen When you save this record the staff list will automatically open again so you can select another employee This way you always have the option of a full scree
5. ge Just use the close screen to go back to the I main Easy screen you were in Adding Comments In many of the E Forms and Time and Attendance screens you will find the ability to add comments This is in the centre at the bottom of the screen fidd comment By clicking on the words Add Comment it will open the comments box This provides the option to enter free text comments and to save these To Save any comment click on the save button and to no longer display the comment box use the hide comments option Note that any comments entered will be identified once saved in the left hand box with your name and when you entered the comments When you enter the employee record it will advise you that it contains a comment if you have saved one Working on behalf of the Staffordshire NHS Community Easy System Navigation User Guide Page 7 Add Comment Type Comment display here once Saved Ho comments A Mote Comments are for information only and not processed by EASY Save Comment EASY Copyright 2013 siltbyte Ltd Adding Comments July 2013 Hide Comments Please do not use the comment box unless you wish the payroll team to read the comment Please do not use the comments field excessively as this will slow all processes down Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Services
6. im items such as Self Service Expenses and to Leave booking and approval online Data Protection Due to the sensitive nature of the information held on employees you will only be able to access view information on staff who report to you You will not be able to see any confidential information on other staff within the organisation Deadlines Please remember that employees are paid currently for basic pay and to pay staff on time it is necessary to complete the payroll early in the month Therefore if you have a change to an employee s hours on 15 January it is important that you complete and authorise the form by the 7 January to ensure the employee will be paid correctly in the January salary How Does it Work Easy is not a replacement for the NHS Electronic Staff Record ESR system It is designed to provide the information needed to maintain ESR and to keep it up to date Easy is updated from reports generated in ESR and loaded to Easy Contact Us If you have problems with your Easy account or require assistance please contact the Employment Services department uhnspayroll northstaffs nhs uk More information and updated manuals can be found on our Web Site Navigate to the Employment Services section and then select the Training materials tab and you will find the Easy guides htto www staffs sbs nhs uk employment php Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Servic
7. n for each employee Working on behalf of the Staffordshire NHS Community NHS Staffordshire Shared Business Services Easy System Navigation User Guide Page 6 Easy Banners Headers a eke es You can close minimise sections in easy by clicking anywhere on the 999 NSFRSS Employment Services blue header bars Once minimised the triangle turns to the right and you E 20 can make the section re appear maximise by clicking on the blue header bar Last Name Brown Assignment Number 12345678 Position 2434414 Employment eee This may speed up your completion of the system when you do not Assignment Start Date display items you do not require Enhancemen Excess asic Public Sat Sun Night Uns Hol To move between functions in Easy you can use the top of the screen Home gt Expenses gt Status A by clicking on the word So for example to get back to the home screen click on the word home Janet Grainger 00000097 Senior Employment Services Advisor On Line Help Guide In the top right hand side of the screen you have the online help which will provide help for whichever screen you are currently on This may save you some time rather than having to view the electronic paper guides Navigate to the screen you want help on and then click the word Online Help Tuesday 26th October 2010 15 13 45 This will provide on screen assistance in a separate web pa
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