Practices for Lesson 15:

Defining Workforce Lifecycle

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Practices for Lesson 15: Defining Workforce Lifecycle EDAG0015.DOC

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Practices for Lesson 15: Defining Workforce Lifecycle

Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 15: Defining Workforce
Lifecycle: EDAG0015.doc] is responsible for ensuring this document is necessary, reflects
actual practice, and supports corporate policy.

Practices Overview
In these practices, you update the qualifications of your worker as a line manager, change your
personal contact information as a worker, and add your friend as an emergency contact. You
also browse the directory to search for a worker and, as a line manager, access your team page
and view the absence records of a worker.

Prerequisite
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the activities in this or other
practices.

Prerequisite
Throughout this class, use the Mozilla Firefox browser to access the application.

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Practice 15-1: Line Manager Self Service

Overview
XX Andrew Robinson has acquired the Project Management Professional certification. In this
practice, as XX Andrew Robinson's line manager, you update his qualifications.

Assumptions
 Time: < 10 minutes.

Tasks

Sign In and Navigate

1. Ensure that you are signed in as linda.swift.
2. Click My Team > My Team.
Note: All of Linda Swift’s direct reports are displayed.

Update Team’s Information

1. Click XX Andrew Robinson.
2. Click the Skills and Qualifications tab on the left of the page.
3. Click Edit.
4. Click Add Content.
5. Select Licenses and Certifications.
6. In the Name field, search for and select Project Management Professional Certification.
7. Select the Renewal Required check box.
8. In the Expiration Date, enter 12/31/17.
9. In the Issue Date field, enter the current date.
10. Click Submit and a Confirmation message appears.
11. Click OK.
12. Click Done to return to the Search: Profiles page.

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Practice 15-2: Worker Self-Service

Overview
As a worker, you can change or update your personal information like contact or biographical
details, benefits, payroll, and compensation. In this practice, you sign in to your worker self-
service area and add your home phone number.

Assumptions
 Time: < 10 minutes.

Tasks

Sign In and Navigate

1. Ensure that you are signed in as linda.swift.
2. On the Home page, click Personal Information in the About Me section to display the My
Details page.

Worker Self-Service
1. Review your Contact and Biographical Information on the My Details age.
2. Click Edit and the Edit My Details: Contact Information page appears.
3. Click the + icon to add contact information.
4. Select Phone from the list.
5. In the Type dropdown list, select Home Phone from
Note: Check the Primary box if you wish to make your home number the primary contact
number.
6. In the Details dropdown box, click Search. The Search and Select: Country Code dialog
box appears.
7. In the Number field, enter United States and click Search.
8. Select United States from the search results table with the phone country code as 1.
9. Click OK and the Details box is populated with the selected country.
10. in the Area Code field, enter 408.
11. In the Phone field, enter 555-1212
12. Click Save and Close. Your home phone number is now saved and displayed on the My
Details page.

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Practice 15-3: Changing Your Personal Information

Overview
You want to add your friend as an emergency contact. In this practice, you add XX John
Robinson as an emergency contact and provide his details.

Assumptions
 Time: < 10 minutes.

Tasks

Sign In and Navigate

1. Ensure that you are signed in as linda.swift.
2. On the Home page, click the About Me icon in the simplified user interface, and then click
the Personal Information icon.

Change Your Personal Information

1. In the My Details page, click Edit to open the Edit My Details: Contact Information
page.
2. Click the Contacts icon on the left panel to open the Edit My Details: Contacts page.
3. In the Edit My Details: Contact page, click the pencil icon to make the page editable.
4. In the Contacts section, click the Add icon (+). The Add Contact window opens.
5. Select Add a new person to add a new contact.
6. Click Continue.
7. To add a new person as an emergency contact:
a. Check the Emergency Contact check box.
b. In the Relationship field, select Friend.
c. In the Last Name field, enter Robinson.
d. In the First Name field, enter XX John.
e. In the Title field, select Mr.
f. In the Phone Numbers section, click the Add (+) icon.
g. Select the Primary check box.
h. In the Type field, select Home Mobile Phone.
i. In the Number field, search for and select United States.
j. In the Area Code field, enter 714.
k. In the Phone field, enter 3027137.
l. Click Save and Close.

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Practice 15-4: Browsing the Directory

Overview
You want to view the contact details of the worker Lisa Jones. In this practice, you search for
the worker Lisa Jones in the directory and view her contact and employment details.

Assumptions
 Time: < 10 minutes.

Tasks

Sign In and Navigate

1. Ensure that you are signed in as jessica.mullen.
2. On the Home page, click My Workforce and select Person Management.

Browse Details
1. In the Person Management page, enter Lisa Jones in the Keywords box, and click the
Search icon.
2. In the Search Results section, click the name Jones, Lisa to open the Lisa Jones:
Person Management page.
3. Review the content about Lisa Jones and edit the content as
needed. .
4. Click the Home icon in the global area to return to the simplified user interface or click the
Expand line to view the icons on the top of the page.

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