Manager Job Aids Author: Boston Beer Company Creation Date: July 22, 2016 Last Updated: July 13, 2017 1 Self-Service Table of Contents - This document contains job aids for use with HOPS Self Service portal. Audience Category Task Page Manager MyTeam View Employee Information 4 Manager PTO Approve PTO/Receive Notification Schedule Absence for a Direct Report View PTO Balance for a Direct Report 6 7 9 Manager Recruiting Hire New Employee 11 2 MyTeam Actions 3 View Employee Information Step # Step Description Path > Action Screenshot 1 Log into HOPS Login into HOPS: hops.bostonbeer.com 2 Select “My Team” Select the ‘MyTeam’ card on the main screen 3 Identify the Employee Contact and Location Information for the employee in the face of each employee card Click the right facing arrow in an employee card View Employee Assignment and Department in the back of the employee card 4 Employee Information Click on arrow to the right of each category below to view employee information. System has a lot of functionality, but we are starting simple and only making some current tasks available. These include: Absences – PTO Compensation – View Salary Info. Personal and Employment Features that are viewable but not actionable: Best Fit Vacancy Workforce Modeling 4 PTO 5 Approve PTO/Receive Notifications Step# Step Description Path > Action 1 2 Log into HOPS Navigate Login into HOPS: hops.bostonbeer.com Click on ’Bell’ Notification button at top right of screen 3 Navigate Click on the item that you would like to view or approve to open and see details Screenshot Note: In certain areas (MA, NYC, CA), sick leave laws require that our PTO plans have a ‘notification only’ feature rather than an approval feature. You will receive notifications that your direct reports are taking PTO and on what days, but no additional action will be needed in the system to ensure the time is saved to your direct report’s absence records. 4 View Task Details Review Task Details Click on ‘Approve’ or ‘Reject’ Note: Please select ‘Approve’ or ‘Reject’ and do not use Actions. 6 Schedule Absence for a Direct Report Step# Step Description Path > Action 1 Log into HOPS 2 Select “My Team” Login into HOPS: hops.bostonbeer.com Select the ‘MyTeam’ card on the main screen 3 Navigate Click ‘Orange Arrow’ 4 Navigate Click ‘Arrow’ to the right of Absences 5 Navigate Click on ‘Manage Absence Records’ Screenshot 7 Schedule Absence for a Direct Report (continued) Step# Step Description Path > Action 6 Schedule PTO for a Direct Reports Click on ‘Add’ Screenshot Click ‘Arrow’ to select Absence Type Select ‘Absence Type’ Select ‘Frequency’ Choose ‘Absence Dates’ Click ‘Submit’ to submit your leave Note: Do not hit Save and Close as this does not commit the Absence to the system 8 View PTO Balance for a Direct Report Step# Step Description Path > Action 1 Log into HOPS 2 Select “My Team” Login into HOPS: hops.bostonbeer.com Select the ‘MyTeam’ card on the main screen 3 Navigate Click ‘Orange Arrow’ 4 Navigate Click ‘Arrow’ to the right of Absences 5 Navigate Click on ‘Manage Absence Records’ 6 View PTO Balance View Accrual Balances Screenshot 9 Recruiting 10 Hire New Employee Step# Step Description Path > Action 1-3 Outside of HOPS Steps 1 – 3 are completed outside of the system Budget Owner Approval Step 4 begins the process inside of HOPS Screenshot 4 Note: Only the Budget Owner for the assigned requisition will be responsible for formally approving the requisition via the HOPS. Any other approvals will be obtained by HR prior to any HOPS system interaction. Budget Owner Recruiting Approval Click ‘Respond’ 11 Hire New Employee (continued) Step# Step Description Path > Action Budget Owner Approval Review Comments from Recruiter Budget Owner Approval Select ‘I approve this requisition’ Screenshot Click on ‘Requisition approval path details’ to view approval path Budget Owner Approval Approver comments back to Recruiter Click ‘Done’ when finished Budget Owner Approval Click ‘Requisition Details’ to view job description and other position attributes 12 Hire New Employee (continued) Step# Step Description Path > Action Log into HOPS Select “Taleo Recruiting” Login into HOPS: hops.bostonbeer.com Select the ‘Select Taleo Recruiting’ card on the main screen Recruiting Dashboard View dashboard View Open Requisitions/ Candidates Click on ‘Recruiting’ My Recruiting Dashboard Click ‘View Requisitions’ to View all assigned requisitions and associated candidates Screenshot 5 Click ‘View Candidates’ to view master list of all candidates Recruiting has made available to you 13 Hire New Employee (continued) Step# Step Description Path > Action View Candidates in Requisitions View Candidates in Requisition Select Candidates to View from List Click on ‘Candidate Name’ to view Screenshot Note: Recruiting will not send Candidates to Hiring Manager. Internal and External Candidates will be made available to Hiring Manager via the Recruiting Dashboard. 6 14 Hire New Employee (continued) Step# Step Description Path > Action View Applicant Profile and Disposition Candidates Inform Recruiting to “schedule interview” or “do not schedule interview” View Applicant Profile and Disposition Candidates View Resume and Cover Letter View Applicant Profile and Disposition Candidates Access PI Pattern and Video interview View Applicant Profile and Disposition Candidates View Application Details Outside of HOPS Interview Process will remain unchanged and will live outside of HOPS. Screenshot Note: You can view applications, resume, cover letter, PI, and video interview all in one place. You will utilize the system to disposition Candidates and provide Candidate feedback to Recruiting. 15 Hire New Employee (continued) Step# Step Description Path > Action Approve an Offer Click ‘Respond’ to view more offer details and respond to the approval request as soon as possible. Screenshot 7 16 Hire New Employee (continued) Step# Step Description Path > Action Approve an Offer Click ‘I approve this offer’ from the drop down menu Screenshot Click ‘Offer approval path details’ to view other approvers Click ‘Done’ to complete the process Click ‘Offer Details’ to view complete offer details Note: Offers routed for approval via HOPS. Recruiting will work with Hiring Manager and HRBP to develop offer. Standard offers (within pre-determined comp range) will be sent to Budget Owners for approval Non-standard offers (sign-on bonuses, relocation, etc.) will require additional approvers (HR Directors, Mgmt. committee). 8 Recruiting Extends Offer Recruiting extends offer 9 Candidate Accepts eOffer Candidate Accepts the offer electronically. Onboarding begins 17
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