HOPS Manager Job Aids Booklet

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