Contents

The employee persona

Joe Julian Updated by Joe Julian

This article is for the standard version of Advanced HR
If your company has amended or configured the system, some of the information in this documentation may not be relevant to you.
If you are unsure whether something in this documentation applies to your version of the system, please contact your system administrator for assistance.

"I want to book my holidays"

Ethos

Employees get the most restricted access to Advanced HR

  • Employees get read-only access to most of their own personal data
  • If they require any amendments to their data, generally they must be requested through validated and/or authorised processes
  • Everyone is at least an employee, so the following functionality and access applies to all groups as the default minimum.

Key features

These are features that drive the employee experience

  1. Absence and Leave
    An employee will be able to book leave and other absences, as well as cancel previously booked absences. In addition to this employees are also able to view their associated entitlements and balances for leave and sickness.
  2. Pay
    Employees are able to view and amend their bank details as well as view their employment history and financial compensation.
  3. Up to date details
    Advanced HR provides various automated processes to help users maintain their data and for HR to validate that data before it is saved into the database, for situations such as updating their personal contact information or bank details. Employees also have limited access to enter specific information without HR validation, such as their emergency contacts and dependants.

Processes

These are the automated processes an employee can initiate

Absence
  • Leave of Absence Cancellation
  • Leave of Absence Request
  • Shared Parental Leave Notification
  • Shared Parental Leave Request
  • Statutory Parental Bereavement Leave Notification and Declaration
  • Statutory Parental Bereavement Leave Request
  • Shared Parental Keep-in-touch (SPLIT) Days Request

Leave
  • Annual Leave Cancellation
  • Annual Leave Request

Personnel
  • Change my Address
  • Change my Bank Details
  • Change my Contact Details
  • Flexible Working Request
  • Keep-in-touch (KIT) Day Request
  • Diversity, Equality and Inclusion Questionnaire
  • Subject Access Request

Professional development
  • Training Request

Data access

Employees can view the following data about themselves

  • Personnel record (‡)
    • Current DBS status (*)
    • Current Right to Work status (*)
    • Current bank details (‡)
    • Diversity and Inclusion (†)
  • Employment history (*)
  • Absence history (‡)
  • Leave request history (‡)
  • Emergency Contacts (†)
  • Address history (‡)
  • Dependants (†)
  • Competencies (*)
  • Appraisals (‡)
  • Qualifications (*)
  • Training History (‡)
† User is able to make direct amendments to data 
‡ User is able to make requests to amend data which are then authorised before the data is stored
* User is not able to make or request amendments through Advanced HR

Reports

Viewing data for Employees is generally handled through specific pages designed with the employee in mind. In the case of absence and leave records a graphical view is more appropriate and so we provide employees with the following Calendar reports.

Report

Purpose

My calendar

Employees want to see their own historic absences and booked leave

My team calendar

Employees want to see their team’s absences when booking holiday

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The administrator persona

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