Belcan proprietary information - Transfer Subject to the restrictions on the cover or first page of the document 2 Engineering Better Outcomes | belcan.com Transfer an Employee – 1. Manager Change (performed by existing manager) 1. Click the home icon in the top toolbar. Then click the My Team icon on the home page 2. An overview of your team members will appear. Note that you can click the Filter icon to include Indirect Reports (employees who report to your direct reports). Also you can change the view to a list view of your team members. 3. From the My Team page, click the name of an employee to view their individual profile HRConnect Manager Self-Service Work Instruction 1 2 3
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Belcan proprietary information - TransferSubject to the restrictions on the cover or first page of the document
2 Engineer ing Better Outcomes | belcan.com
Transfer an Employee – 1. Manager Change (performed by existing manager)
1. Click the home icon in the top toolbar. Then click the My Team icon on the home page
2. An overview of your team members will appear. Note that you can click the Filter icon to
include Indirect Reports (employees who report to your direct reports). Also you can change
the view to a list view of your team members.
3. From the My Team page, click the name of an employee to view their individual profile
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Transfer an Employee – 1. Manager Change (performed by existing manager)
4. The Employment Information tab will open by default. Note that you can select other tabs on
the left to view other information for the employee such as contact information and
compensation.
5. Click the Actions button on the top right. Select the appropriate action which you would like to
perform on the employee. Select Personal and Employment > Change Manager
o NOTE: This is if the transfer will result in a manager change. If no manager change,
please jump to page 7 on how to update job details.
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Transfer - Change Manager
6. In the Change Manager screen choose the effective date on which the Manager Change
will take place by entering formatted date or by clicking on Calendar
7. If you need future- or post-date the change, the system will confirm if you wish to change the
Change Manager Date. Click the OK button to proceed
8. Next select the Change Manager Action dropdown.
9. Select the Change Manager Action Reason
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10. To change an existing manager, under Manager Details, click the dropdown icon and
select Search
NOTE: Or you can begin typing the Last Name, First Name of the new manager in the
field, and the name should appear in the dropdown.
11. In the Search and Select popup, you can click Advanced button for more search
options. In the Basic mode, enter at least one field (Name, Department, Job, Email, or
Assignment Status).
NOTE: Name field search is Last Name, First Name
12. Click Search
13. Select the appropriate row of the new manager name, and click OK.
14. View the name of the new manager in the Manager Field. Select Line Manager as
Type. Currently we are only using Line Manager types.
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15. You can also manage Direct Reports from this page. Click Select and Add to add new direct
reports to this employee. Click X to delete any existing direct reports. Or for any existing Direct
Reports, you can change their manager from this screen.
16. If you click Select and Add, a popup will appear. You can click Advanced for more search
options. In the Basic mode, you must enter at least one field (Name, Person Number, or
Manager). Click Search.
NOTE: Name search is by Last Name, First Name
17. In the Search Results for Manaager you can select the row or rows (Control + Row) and click
Apply. You can continue searching and adding until you are finished. Then click OK.
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18. Once finished, click the Review button on the top right of screen. View the current and
proposed manager details.
19. Scroll down to view the Comments and Attachments section. Comments are REQUIRED.
Click the add ‘+’ icon to add a new comment.
20. To view a list of approvers for your transaction, expand the Approvers section (at very
bottom of page). It may take a minute to load. Names with a person icon are approvers. Names
with eyeglasses icon will receive a notification.
21. Click Submit at top of page. In the warning popup, click Yes. A confirmation screen will
appear, click OK.
22. You will be returned the Employee’s profile page. Click Done to return to the My Team
overview page.
23. Your request is then routed to your Line Manager and HR for approval. You will receive a
notification when your request has been approved.
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Transfer – 2. Update Job Details (performed by receiving manager)
1. Click the home icon in the top toolbar. Then click the My Team icon on the home page
2. An overview of your team members will appear. Note that you can click the Filter icon to
include Indirect Reports (employees who report to your direct reports). Also you can change
the view to a list view of your team members.
3. From the My Team page, click the name of an employee to view their individual profile
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Transfer – 2. Update Job Details (performed by receiving manager)
4. The Employment Information tab will open by default. Note that you can select other tabs
on the left to view other information for the employee such as contact information and
compensation.
5. Click the Actions button on the top right. Select the appropriate action which you would like
to perform on the employee. Select Personal and Employment > Promote / Manage Job
Details.
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Promote / Manage Job Details
6. In the Employment Details Page choose the effective date on which the promotion or
job change will take place by entering formatted date or by clicking on Calendar.
7. If you need to future or post-date the promotion, the system will confirm you wish to change
the “Promotion Date”. Click the Yes button to proceed.
8. Select the “Promotion Action” dropdown.
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9. Select the appropriate reason for Promotion Reason from drop down
10. Complete the appropriate Job Details and other information as needed. Note if you
scroll down you can provide other details such as Location Details, Manager Details, and
Direct Reports.
11. Upon filling the required details in Employment Details Page, Click Next button
12. You will be taken to the “Compensation Details” page
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Promote / Manage Job Details
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13. If the promotion includes a salary modification, there are two means by which salary may
be adjusted. The first means is to modify either the “New Salary”, “Adjustment Amount”, or
“Adjustment Percentage”.
- Note that these three fields are linked – adjusting a value in any one of the three will result
in a dynamic calculation and update to the other two.
14. Please note – although the “Analyze Salary” button is visible, the underlying
functionality it points to is not rolled out at this time.
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15.Once you’ve completed your proposed salary changes, click the “Next” button. You will be
taken to the “Roles” page
16.For now, there is no input required on the “Roles” screen (all Belcan employees are in the
role of BGS Employee). Click the “Next” button to move to the Review screen.
17.On the Review screen, current details and proposed details for the employee’s Job and
Salary may be seen under the “Job Details” and Compensation Details sections
18. Scroll down to view the Comments and Attachments section. Comments are REQUIRED.
Click the add ‘+’ icon to add a new comment.
19. To view a list of approvers for your transaction, expand the Approvers section (at very
bottom of page). Names with a person icon are approvers. Names with eyeglasses icon will
receive a notification.
Promote / Manage Job Details
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20. If you’re satisfied with the contents of your Review, click the “Submit” button; if you need to
make changes, click the “Back” button.
21. You will be asked to verify you wish to complete the changes. Click the “Yes” button to
proceed Pending worker FYI notification will be triggered to the Line Manager
22. You will be shown a confirmation that your request was submitted. Click “OK”.
23. You will be returned the Employee’s profile page. Click Done to return to the My Team
overview page.
24. Your request is routed to your Line Manager and then HR for approval. You will receive a
notification when your Promotion/Job Change request has been approved.