Human Resources Service Centre (HRSC) Web Application

Effective Date:

July 14, 2017

Review By Date:

April 30, 2020

Last Modified:

December, 2019

Step 1

Click Business Centre - New Requests, All Requestsor My Assigned Requests.

Step 2

Select theBusiness Centre you have access too, if you are working in more than one select All if you have access to all Business Centers.

Step 3

Choose a value within the dropdown menus that you would like to filter.

Step 4

Click on Search

Step 1

Click Business Centre - New Requests, All Requestsor My Assigned Requests.

Step 2

Identify the request to view and click on the triangle to the left of the request Number

It is also possible to click on any field of the request (except the Request Number) to extend the summary display and to close it.

Step 1

Click Business Centre - New Requests, All Requests or My Assigned Requests and display summary of the submitted request containing the paperclip icon (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click the View link located to the right of Documents.

Step 3

Locate the document and click the View link associated to the document.

Step 4

Then, determine, depending on the Web Browser Options, if you want to display on screen or save document in a specific folder before open it.

The "Public" column indicates that the client can view the document.

Step 1

Click Business Centre - New Requests, All Requests or My Assigned Requests and display summary of submitted request (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click the View links located to the right of Notes to consult notes already added to a request (when applicable).

Step 3

Click the View links located to the right of Interventions to see Business Units already involved on the request.

Step 1

Click Business Centre - New Requests and display the summary of submitted request to modify (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on Change Category / Sub-Category.

If this is not a new request, the following message will be displayed on top of the page at Step 2: The category cannot be changed because previous actions was made before the request was transferred.

Step 3

Identify the new Category and Sub-Category and click on Change.

To cancel the change during the process, you can click the X placed at the top right corner or the Cancel button.

• Request will then be transferred to the Business Centre identified as the new category and sub-category.
• IMPORTANT: If you need to change the effective date and the category / Subcategory, change the effective date first.

Step 1

Click Business Centre - New Requests and display the summary of submitted request to be modified (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on Change Effective Date.

Step 3

Use the Calendar Icon to identify the new date and click on Change

To cancel the change during the process, you can click the X placed at the top right corner or the Cancel button.

• The request screen then closes and the change is applied in the Effective Date column.
• Important: Due to the purpose of certain actions, it is necessary to change the effective date first if we also have to change the category and subcategory on the New Requests screen (Refer to section 3.5 Changing the category and subcategory of a new request).

Step 1

Click Business Centre - New Requests and display the summary of submitted requests to be assigned (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on Assign.

Step 3

Use the radio button to select a lead. Only one individual can be identified as the lead.

Step 4

Use the radio button to select a collaborator, if applicable. More than one collaborator can be identified.

Selecting No Role option will remove the lead or collaborator role from the individual.

Step 5

Check the box to send an email to the Lead and Collaborator, if applicable.

Step 6

Click on Assign Intervention.

If Step 5 box has been checked, an automated email is sent to Lead and Collaborators to inform them that a request has been assigned to them.

Status of the request will be shown as Processing if the Leader assigns the request to themselves. If not, the status will be shown as Assigned.

It is important to click Refresh before assigning a new request if you were already in the New Requests screen for too long without taking any action. By Refreshing the screen, it updates the New requests list.

Step 1

Click Business Centre - New Requests and display the summary of submitted request to transfer to another Business Centre (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on Transfer.

Step 3

Check the box beside the applicable Business Centre Unit to transfer the request.. More than one business centre unit can be selected.

Step 4

Indicate the reason of the transfer in the Notes text box.

Step 5

Click on Transfer.

Thereafter, No Action status is indicated for your unit and the request is transferred to the new Business Centre identified.

Step 1

Click Business Centre - New Requests and display the summary of the submitted request to decline (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on Decline.

Step 3

Choose a pre-defined justification by clicking Select link and/or add a manual justification.

Step 4

Enter an explanation for the status change in the Notes text box.

Step 5

Click on Decline.

Declining automated email is sent to manager, contact and submitter to inform them of the reason why the request has been declined.

• The client is able to copy the declined request form and make changes before resubmitting it.
• Both the Notes Section and Justification Sections are now included in the History Section.

Step 1

Click Business Centre - New Requests

Step 2

Check the box to the left of request IDs that you would like to assign, transfer or decline.

Step 3

Select the action to do in the Bulk Actions dropdown menu.

Step 4

Click on Apply.

Step 5

• If you selected Assign requests, refer to 3.7 Assign request to a Lead and Collaborators.
• If you selected Transfer requests, refer to 3.8 Transfer a New Request to a Business Centre.
• If you selected Decline requests, refer to 3.9 Decline a request from the New Requests Screen.

Step 1

Click Business Centre - My Assigned Requests and display the summary of submitted request to view intervention (refer to 3.1 Display Summary of a Submitted Request).

Step 2

Click on View Intervention.

Step 1

Click Business Centre - My Assigned Requests and access intervention for which you want to view the notes (refer to 3.11 View the intervention).

Step 2

Click on Notes section.

• The latest Note is displayed first.
• Notes from every BC are inserted and can be viewed in the section.

It is important to consult previous notes in the request to be sure that we are taking the correct actions.

If a note is to be ignored by other HR users working on the request, you can locate the note and click the Delete link at the far right of the note. The inserted note is still present but its text is strike. This action cannot be reversed.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to add a note (refer to 3.11 View the intervention).

Step 2

Enter the note in the Notes text box.

Step 3

Click on Update

Note is mandatory when statuses Resolved and No Action are selected.

Many BCs can work on the same request on different dates and times, it is important to write clear and comprehensive notes.

If a note is to be ignored by other HR users working on the request, you can locate the note and click the Delete link at the far right of the note. The inserted note is still present but its text is strike. This action cannot be reversed.

Step 1

Click Business Centre - My Assigned Requests and access intervention for which you want to view the status (refer to 3.11 View the intervention).

Step 2

Click on Status section.

Status is the information visible to the client whereas Status History is the information only available to HR employees.

Step 1

Click Business Centre - My Assigned Requests and display intervention for the request to change the status (refer to 3.11 View the intervention).

Step 2

Use the Status drop-down menu to select an option (refer to 3.17 Understand the Status of a Request).

Step 3

Enter an explanation for the status change in the Notes text box.

Step 4

Click on Update.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to add a follow-up reminder (refer to 3.11 View the intervention).

Step 2

Click on the calendar icon beside the BF Date field.

Step 3

Select a date

Use the X beside the calendar icon to remove the date previously selected or saved by a different user.

Step 4

Click on Update.

A date follow-up Reminder should always be inserted when we use the Pending status on a request.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to add Key Words (refer to 3.11 View the intervention).

Step 2

Insert information of your choice in the Key Words field. This field can only accept 20 characters or less.

Step 3

Click on Update

The Keywords field added to a request is specific to the Business Centre. A new function allows you to attach a keyword if a request is transferred to another business centre. See section 3.31 Transfer a request between Business Centers.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to add a document (refer to 3.11 View the intervention).

Step 2

Click on Documents section

• Click on the name of the document to open it.
• The Download Zip button allows you to save all documents in a compressed folder.
• Delete link is used to remove inserted documents.

• Public checkbox identifies that the document can be viewed by the client
• Last column identifies the Date the document has been attached.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to add a document (refer to 3.11 View the intervention).

Step 2

Click on Documents section

Step 3

Drag and drop documents in the rectangle or click on Browse files and select the required documents.

Step 4

Check the Public checkbox to allow the client to view the attachment. The default setting does not allow the client to view the attachments.

Remove link is used to delete document you wanted to insert.

The addition and deletions of a document appears in the request history and is done automatically without having to confirm the action by clicking on a button.

Only documents to share with the client should be added in public mode. Internal emails should remain private if they are not directly for the client.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you want to view the history (refer to 3.11 View the intervention).

Step 2

Click History section.

Check the box Include manual notes and click on Refresh data to insert in the history, information typed in the Notes section.

The history shows users and actions taken, documents added and removed, emails sent by the system and the recipients, notes, justifications, instructions and more.

Step 1

Click Business Centre - My Assigned Requests and display intervention of the request in relation (refer to 3.11 View the intervention).

Step 2

Click on Related Requests section.

Step 3

Click on the ID Number.

To avoid losing the view of your request, rather than using the select button of your mouse, use the one that shows the popup menu and select, Open in a New Tab or press and hold the CTRL key while clicking the link.

Step 1

Click Business Centre - My Assigned Requests and display intervention for one of the requests you would like to link (refer to 3.11 View the intervention).

Step 2

Click on Related Requests section.

Step 3

Click on Add Related Request.

It is possible to link all types of requests regardless of the status or request form.

A related request can be removed by clicking the link Remove Relation.

Step 1

Click Business Centre - My Assigned Requests and display intervention for the request to change lead (refer to 3.11 View the intervention).

Step 2

Click on Assignment section.

Step 3

Click on button Change Assignment.

Step 4

Use the Lead radio button to select a new lead, if applicable. Only one individual can be identified as the lead.

Step 5

Use the Collaborator radio button to select a new collaborator, if applicable. More than one collaborator can be selected.

Step 6

Select No Role to remove the lead or collaborator role from the individual.

Step 7

Check the box to send an email to the Lead and Collaborator, if applicable.

Step 8

Click on Assign Intervention.

If Step 5 box has been checked, an automated email is sent to Lead and Collaborators to inform them of a request has been assigned to them.

If the change is on the Lead Role, status of the intervention will show "Assigned", if the change is only on the Collaborators, status will remain the same.

Step 1

Click Business Centre - My Assigned Requests and display request to return for signature of client (refer to 3.11 View the intervention).

Step 2

Click on Contracts section if you have documents to send for signature.

System generates an automated PDF for the following actions: Acting Appointment of less than 4 months, Assignment and Secondment IN Agreements and for Extension of Casual, Part Time Worker, Student and Term Employment. If you don't want to generate the automated contract, check the Do Not Generate Contract box.

Step 3

Drag and drop documents to send for signature in the rectangle or click on Browse files and select the documents.

Step 4

Un-Check the Signature Required box for any documents that do not need to be completed and returned.

Step 5

Use the Status drop-down menu to select Pending Signature.

Step 6

Choose a pre-defined instruction by clicking Select link associated to it and/or add a manual instruction.

Step 7

Enter an explanation for the status change in the Notes text box..

Step 8

Click on Update and confirm your choice by clicking on Confirm.

• An automated email is sent to the client with the instructions to follow in order to attach the signed documents within the request.
• Once documents are returned, Lead and Collaborators will receive an automated email indicating that signed documents are returned.

• Once a request is returned, the status will display Signed Document, and request will be Auto-Transferred to the HRSC Capture Unit.
• Client will need to update every document you identified as "Needs Signature" (Box checked at Step 4).

Step 1

Click Business Centre - My Assigned Requests and display intervention to return to client (refer to 3.11 View the intervention).

Step 2

Use the Status drop-down menu to select Returned to Client.

Optional: An address book icon appears above the status. Click the icon if you want to replace the existing contact with the request or add one (refer to 2.2 Using the address book of a request form of the client user guide).

Step 3

Choose a pre-defined justification by clicking Select link associated to it and/or add a manual justification.

Step 4

Enter an explanation for the status change in the Notes text box.

Step 5

Click on Update and confirm your choice by clicking on Confirm.

• An automated email is sent to the client with the justification and/or a manual explanation note (if applicable).
• Once the client has confirmed that the change has been completed, the request automatically returns into the workload with the status Modified and an automated email is sent to the leader and collaborators.

Step 1

Click Business Centre - My Assigned Requests and display intervention to modify (refer to 3.11 View the intervention).

Step 2

Click on Edit Request button.

As a new option, it is now possible to change the type of request for the following groups of forms. Just click on the Change link to the right of the form name and choose the new type of request:

• All appointments term and indeterminate, external and internal, advertised and non-advertised.
• All acting appointments, less than 4 months and 4 months or more.
• All deployments, term and indeterminate, advertised and non-advertised.
• Casual employment and part-time worker.

Step 3

Apply the required changes to the request.

Step 4

Click on Update button.

An automated email is sent to client to inform him of the modification

Step 1

Click Business Centre - My Assigned Requests and display intervention to decline (refer to 3.11 View the intervention).

Step 2

Use the Status drop-down menu to select Declined.

Step 3

Choose a pre-defined justification by clicking Select link associated to it and/or add a manual justification.

Step 4

Enter an explanation for the status change in the Notes text box.

Step 5

Click on Update and confirm your choice by clicking on Ok.

An automated email is sent to the client with the justification and/or a manual explanation note (if applicable).

The client will be able to copy the data from the declined request into a new request.

Step 1

Click Business Centre - My Assigned Requests and display intervention for the request to transfer (refer to 3.11 View the intervention).

Step 2

Check the box for one or multiple Business Centers where you want to transfer the request and select in Status field, the one corresponding to actions you did.

• Resolved: You finished your action and the request has to be completed it will be transferred to the new Business Centre.
• No Action: You did not take any action bringing the request to resolution.
• Processing/Pending: You continue to process partially the request but you need to involve a new Business Centre in the resolution.
• Pending Signature and Returned to Client: Never use one of those statuses and then transfer the request at the same time. These 2 actions when entered at the same time will create system bugs.

Step 3

Explain why this request has be transferred to another BC in the Notes section.

If you want one or more keywords to populate the keyword field automatically when transferring the request, insert the phrase (words) into the Transfer Intervention Keywords field. By doing so you will see your keywords appear in the export to Excel of new requests.

Step 4

Click on Update.

Depending on the status selected, here is the system reaction:

• Resolved: request will be closed, transferred to the new Business Centre, and cannot be reassigned back to your Unit.
• No Action: Request will be closed on your side and transferred to the other Business Centre but can be assigned to your Unit if it needs to be.
• Processing/In Pending: Request will continue to be active on your side, also transferred to the checked Unit.

Step 1

Access to a colleague intervention by a Request ID (refer to 3.41 Search in the HRSC Web Application).

Step 2

To add a note. insert it in the Notes text box and click on Add Note or click on Notes section, hit Add Note, insert your comment and confirm with button Add Note.

Step 3

Insert a document, if required (refer to 3.21 Add documents to a Request).

Step 4

Create a relation, if required (refer to 3.25 Add Relations between Requests).

Step 5

Click on Send Email to Lead and Collaborator.

Lead and Collaborators will receive an automated email indicating that one of their request has been updated.

A BC Employee not assigned to a request can only add documents, notes and create relations.

Step 1

Find a request in one of those statuses by searching by a request ID (refer to 3.41 Search in the HRSC Web Application).

Step 2

Click on Notes section, hit Add Note, insert your comment and confirm by clicking Add Note.

Step 3

Insert a document, if required (refer to 3.21 Add documents to a Request).

Step 4

Create a relation, if required (refer to 3.25 Add Relations between Requests).

Step 1

Click Business Centre – Recall.

Step 2

Select the Business Centre if you have access to more than one. Different filters can be selected to precise the Search.

Step 3

Click on Search.

Step 4

Check boxes of requests to recall.

Step 5

Click on Send Reminder to send a follow-up reminder to client or on Recall to send back request in Lead/Collaborators Workload.

A recall email is sent to client involved if on Step 5 HR User click Send Reminder. The email indicates that HR is waiting for actions by the client.

A recalled request is returned in the workload with the status that was in place before we returned it to client for modification or signature.

A first reminder email is automatically sent after 10 business days if the request has not yet been returned. A second reminder email is sent automatically after another 10 business days and the request is automatically recalled after 30 business days.

Step 1

Click Business Centre - My Assigned Requests and display intervention for the request to confirm Article 34 Validation (refer to 3.11 View the Intervention).

Step 2

Check the box Please check this box once section 34 has been validated.

Step 3

Click on Update.

A new action is recorded with the date and time within the request History.

If you want to uncheck the Please check this box once section 34 has been validated, a note is required to validate your action.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which you would like to fill this form (refer to 3.11 View the Intervention).

Step 2

Click on red link Pay Intervention Request (PWGSC-TPSGC 446-5E).

Step 3

Once directed to the form page, click on Pay action request form 446-5E.

Refer to the Business Procedures to fill the form.

Step 4

Add the completed form to the request (refer to 3.21 Add documents to a Request).

Step 5

Click on Update.

Step 1

Click Business Centre - My Assigned Requests and display intervention (refer to 3.11 View the Intervention).

Step 2

Click on Send Email.

An automated email will be sent to the Manager, Alternate Contact and Submitter of the request. It informs them that the new employee has been created in PeopleSoft and that they can now proceed with Onboarding Process next step. It also informs the supervisor to update the schedule of the employee to confirm that it is accurate.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which documents need to be sent by email (refer to 3.11 View the Intervention).

Step 2

Click on Send to National Pay Centre.

Step 3

Select documents to attach to the email by checking the box in column Attach. If Total/Limit (MB) of Size (MB) column is greater than 6, refer to Step 3 of 3.39 Compress Documents to send via email to continue with next steps.

Click the View link to consult a document, if required.

Step 4

Select the GD Mail box in the dropdown menu Send to.

Step 5

Click on Send.

Step 6

Click on Close

An automated email is sent to Manager, Alternate Contact and Initiator once Send is hit. It indicates that the required documents have been sent to the Public Services Pay Centre to activate the Pay Action.

Step 1

Click Business Centre - My Assigned Requests and display intervention for which documents have to be compressed (refer to 3.11 View the Intervention).

Step 2

Click on Send to National Pay Centre.

Step 3

Select documents to attach to the email by checking the box in column Attach.

Click the View link to consult a document, if required.

Step 4

Click Download.

Step 5

Click on the right arrow of the Save button of your Web Browser and select Save As.

Step 6

Select a place of your choice and click on Save.

If user started at step 3 based on 3.38 Send an email containing selected documents, a manual email has to be sent to the GD mailbox that would have been selected in Send to with documents decompressed.

Step 7

In the screen with the list of documents, click Notification.

Step 8

Click Close.

Automated email is sent at Step 7. It is the same email than the one sent at Step 5 of 3.38 Send an email containing selected documents.

Step 1

Click Business Centre - All requests and view the intervention for that need documents to be uploaded (See section 3.11 View intervention).

Step 2

Click Return signed documents.

Step 3

Click Browse and add the contract/letter or document.

Step 4

Click Submit a signed document.

An email is then generated automatically informing all users involved in the request (Client and HR), that the documents have been returned.

Step 1

Click Business Centre - Search.

Step 2

Select Search by Request Number in Search Type dropdown menu.

Step 3

Enter the number in the Request ID text box (Example: 2019-0000001).

Step 4

Click on Search.

Step 5

Click +View under Interventions to the bottom left corner of the request to display BCs involved and click View to access intervention.

Step 1

Click Business Centre - Search.

Step 2

Select Search by Manager in Search Type dropdown menu.

Step 3

Enter the Manager or Contact information in the Given Name and Surname text box.

Step 4

Select your Business Centre in the appropriate field.

Step 5

Select the status of the request in the appropriate field.

Step 6

Apply any other search options if required.

Step 7

Click on Search.

Step 8

Select the Manager/Contact you are searching by clicking View link.

Step 9

Click +View under Interventions to the bottom left corner of the request to display BCs involved and click View to access intervention.

Step 1

Click Business Centre - Search.

Step 2

Select Search by Employee for an HR Action and TPA in Search Type dropdown menu.

Step 3

Enter the Employee information in the Given Name and Surname text box.

Step 4

Click on Search.

Step 5

Click +View under Interventions to the bottom left corner of the request to display BCs involved and click View to access intervention.

Step 1

Click Business Centre - Search.

Step 2

Select Search by National ID for an HR Action and TPA in Search Type dropdown menu.

Step 3

Type the National ID (PRI) in the text field; you can try to search with and without 0 in front of the identifier.

Step 4

Click on Search.

Step 5

Click +View under Interventions to the bottom left corner of the request to display BCs involved and click View to access intervention.

Step 1

Click Business Centre - New Requests, All Requests or My Assigned Requests.

Step 2

If you want to apply filters refer to 2.1.5 Filters the requests.

Step 3

Click on the Excel icon.

Step 4

Depending on your need and Web Browser Options, determine if you want to open document or save it in a specific folder.

A maximum of 15 000 records can be extracted at once.

Step 1

Launch a search by ID number to reach intervention for which we want to add a PAR Log line (refer to 3.41.1 Search for a Request by Request ID).

Step 2

Click on Add PAR Action.

Step 3

In PAR Action Date, identify the date the action you are recording was taken.

Step 4

Choose the action Type in the dropdown menu.

Step 5

Select the reason why this communication with PSPC was required and needed to be saved within the log.

If reason is not in the list already saved, choose the closer one and do not hesitate to detail it in the Notes field if required.

Step 6

Save the history line by clicking Add PAR Action.

Once the PAR Log row is saved, it becomes available to the Manager in “My Assigned Requests” screen.

Step 1

Click HRSC - New Requests.

Step 2

For more details, click on the Request Number in the upper left corner.

Step 3

To view the notes already added to the request, click +View in the Notes section.

Step 4

To view the documents attached to the request, click +View in the Documents section.

Step 5

To view the request history, click +View from the Status History section.

Step 1

Click HRSC - New Requests.

Step 2

Consult the request (refer to 4.2 View Details of a New Request Submitted).

Step 3

Click on Transfer

Step 4

Use the drop-down menu to correct the Category and the Sub-Category, if applicable.

Step 5

Check the box beside the Business Centre name to transfer the request to the business centre. More than one business centre can be selected.

Step 6

Indicate the reason of the transfer in the Notes text box.

Step 7

Click on Update.

Step 1

Click HRSC - New Requests.

Step 2

Consult the request (refer to 4.2 View Details of a New Request Submitted).

Step 3

Click on Auto-Transfer

Step 4

Select the Business Centre.

Step 5

Click on Confirm.

Step 1

Click HRSC - Search.

Step 2

Select Search by Manager in Search Type dropdown menu.

Step 3

Enter the Manager, Contact or Submitter information in the Given Name and Surname text box. You can add filter criteria but none is mandatory here.

Step 4

Click on Search.

Step 5

Select the Manager/Contact/Submitter name you are searching by clicking View link.

Step 6

Click +View under Interventions to the bottom left corner of the request to display BCs involved and click View to access intervention.

Step 1

Click on Management – Caseload.

Step 2

On the left side menu, select the business centre you would like to display.

Step 1

Click on Management - Caseload to display employees from the Business Centre (refer to 5.1.1 Overview the list of employees from a Business Centre).

Step 2

Click on the employee name to view the list of requests.

• The number of requests assigned to an employee is identified between ( ).
• An employee identified in red indicates that they are no longer part of the business centre but still has active requests assigned to them.

Step 1

Click on Management - Caseload and display the caseload of an employee (refer to 5.1.2 View Caseload of an Employee).

Step 2

Click on the request ID to view details of a request.

If you want to stay on your request page, display the Context Menu of your Internet Browser and select Open in a new tab or press and hold the CTRL key while clicking the Request ID.

Step 1

Click on Management - Caseload and display the caseload of an employee (refer to 5.1.2 View Caseload of an Employee).

Step 2

Check boxes of requests that you would like to reassign.

Step 3

Select Assign in the Bulk Actions dropdown menu.

Step 4

Click on Apply.

Step 5

Use the radio button to select a lead. Only one individual can be identified as the lead.

Step 6

Use the radio button to select a collaborator, if applicable. More than one collaborator can be identified.

Selecting No Role option will remove the lead or collaborator role.

Step 7

Check the box to send an email to the Lead and Collaborator, if applicable.

Step 8

Insert a Note, if required.

Step 9

Click on Assign.

If Step 7 box has been checked, an automated email is sent to Lead and Collaborators to inform them that a request has been assigned to them..

Changing the lead and collaborators assigned to a request from this screen will not change the status already associated to the intervention.

Step 1

Click on Business Centre - Workbench).

Step 2

In the dropdown menu that is listing employees on top of the page, select the one you would like to view requests.

Step 3

Click Refresh.

A section (rectangle) is displayed for each Business Centre where employee still has requests in an active or pending Workload. You only have access to requests that are directly under your employee’s workload.

To display Workbench for all BC Employees, click on the name of the BC identified in the first column in Step 2.

Step 1

Click on Business Centre - Workbench and display an employee workload (refer to 5.2.1 Display a BC Employee Workbench).

Step 2

Click one of the links from the active or pending employee workload.

Step 3

Locate request to display and reach the intervention your employee is processing (refer to 3.11 View the Intervention).

You can also extract the Employee List of requests in an Excel format.

Step 1

There are multiple ways to reach detail requests of your employee’s workload. Refer to 3.41 Search in the HRSC Web Application, 5.1.3 View Details of a Request or to 5.2.2 Display a request detail from an Employee Workbench.

Step 2

Click on Assignment section.

Step 3

Click Change Assignment.

Step 4

Use the radio button to select a new lead, if applicable. Only one individual can be identified as the lead.

Step 5

Use the radio button to select a new collaborator, if applicable. More than one collaborator can be selected.

Step 6

Select No Role to remove the lead or collaborator.

Step 7

Check the box to send an email to the Lead and Collaborator, if applicable.

Step 8

Click on Assign Intervention.

If Step 7 box has been checked, an automated email is sent to Lead and Collaborators to inform them of this new intervention.

If the change is on the Lead Role, status of the intervention will show "Assigned", if the change is only regarding the Collaborators, status will remain the same.

Step 1

Click Management – Dashboard.

Step 2

Click one of the counts to display unresolved requests, active or pending ones based on the Action Type.

Step 3

Click again on one of the counts to display requests based on sub-category.

Step 4

Click on the triangle at the left of the request ID to display information.

Step 5

Click on the View Interventions link.

Step 6

Then, click the View link associated to your Business Centre.

Step 1

Click Management – Reports.

Step 2

Click on Assignment Report by Intervention Status.

Step 3

Enter the period required in the date fields.

Step 4

Select the type of assignment you would like to report.

Step 5

Select the Business Centre.

Step 6

Click on View Report.

Step 1

Click Management – Reports.

Step 2

Click on Processing Time Report by Fiscal Year.

Step 3

Select the Fiscal Year.

Step 4

Select the Business Centre.

Step 5

Click on View Report.

Step 1

Click Management – Reports.

Step 2

Click on Intervention Sub-Category Report by Fiscal Year.

Step 3

Select the Fiscal Year.

Step 4

Select the Business Centre.

Step 5

Click on View Report.

Step 1

Click Management – Reports.

Step 2

Click on Intervention Sub-Category Report by Status.

Step 3

Enter the period required in the date fields.

Step 4

Select the Business Centre.

Step 5

Click on View Report.

Step 1

Click on Management – Reports.

Step 2

Click on Lead Report by Age of Intervention.

Step 3

Select the Business Centre.

Step 4

Click on View Report.

Step 1

Click on Management – Reports.

Step 2

Click on Active Intervention Report.

Step 3

Select the period in the date fields.

Step 4

Select the Organization.

Step 5

Select the Business Centre.

Step 6

Click on View Report.

To maintain a good Web Application Performance, you can refer to the All Requests to know what the oldest unresolved request is. This will prevent to launch a research too far in the past.

User Role

A

Client

B

Business Centre Employee (All)

C

Business Centre Employee (HRSC Processing)

D

Business Centre Employee (HRSC / Compensation Troubleshooting)

E

Business Centre Management (All)

F

Business Centre Management (HRSC Processing)

G

Business Centre Management (HRSC / Compensation Troubleshooting)

H

HRSC Management

Step 1

Click on Administration – Manage Users.

Step 2

Type the employee name in the Search text box.

Step 3

Retrieve the employee in the list.

Step 4

If employee is missing from the list, you need to add him/her to the portal. Click on Add Employee, enter employee Last Name and First Name and click Search. Find employee in the list and click Ok to display the profile.

Step 5

Be sure that boxes Active Employee and Lead / Collaborator Access are checked.

Step 6

Click on Update.

The Lead / Collaborator Access checkbox is the most often action that BC Managers forget when they grant access.

Step 1

Click Administration – Manage User Roles.

Step 2

Click on the letter of the Employee initial Last Name.

Step 3

Use the Select an Employee drop-down menu to select the name.

Step 4

Remove the checkbox beside the Business Centre name to revoke access to the Business Centre or click on Delete Roles from this User.

Step 5

Click on Update.