Initial Setup Guide

The following setup options can be located by selecting the dropdown arrow in the top left of the PMAM login screen, next to your name

• Send Message – Administrative option only
• View Message – Can be accessed by administrators and standard users
• What’s New – This option details upgrades to the system
• Switch Module – This will allow you to switch from the HCM to the PAS system
• Setup - This selection provides some basic setup options which will be important to review and prepare.
• Follow Up - This feature allows for collaborative teams to work on projects in synchronous fashion

Drop down Menu Options

• In the top right hand corner of your screen you will note an Arrow next to your name that will open a dropdown menu of options. There are a number of options available  as noted above.

You will find the drop down menu in the right hand corner of your screen, next to your name

Send and View Message

• The Option “SEND MESSAGE” is only available to administrative users. You can draft a message to all employees  or select employees and either send now or send later. Selecting “BROADCAST” will send the message to all.

NOTE: All employees can “VIEW MESSAGES” BUT AGAIN, ONLY ADMINISTRATORS CAN SEND A MESSAGE WITHIN THE SYSTEM.

What’s New

• The “WHAT’S NEW” FEATURE CAN BE REVISTED FROM TIME TO TIME AND WILL DISPLAY UPDATES AND UPGRADES TO THE SYSTEM

Switch Module

When Selected the “Switch Module’ feature will allow you to navigate from the HCM ,(Human Capital Management Platform),  to the  PAS System, Performance Appraisal System.

WE WILL DETAIL THE PERFORMANCE APPRAISAL SYSTEM  FURHTER ON IN THIS GUIDE

Setup Functionality

The Setup Option will is very important in your initial setup of the system. There are a number of options to the left side on screen once you select Setup. We will detail those that are most important to understand and set in advance of a group wide launch.

Time Zone

Setup STEP 1

Because this system is a system of historic record, it is important to click on and designate the appropriate TIIME ZONE. All tasks and entries will include a date and time stamp. This assures accuracy in reporting

Upload Your Logo

Setup STEP 2

If you choose to upload your logo in the system, it will replace the PMAM logo in the top left of your screen.

Note – Sizing your uploaded logo may be necessary in order to avoid taking up to much space. If you require assistance, please contact your PMAM representative and our IT team will resize for you.

Email Service

SETUP STEP 3

EMAIL SERVICE SETTINGS SHOULD ALWAYS REMAIN IN “ACTIVE” MODE.

Send reminder, in the Email Service Menu above, automatically sends an email to team members notifying of pending due date based on the number of “DAYS” you choose.
 

“IMPORTANT”

We recommend that you place a checkmark next to “NOTIFY THE SUPERVISOR” AND “NOTIFY THE PERSON ASSIGNING THE TRAINING/POLICY”.  This selection will assure that the supervisor and administrator in charge of assigning receive notification of tasks assigned and also late notices for those that have not completed assignments on time.

Click Here to Open Email Service Settings

NOTE:   EMAIL SERVICE SETTING “MUST” ALWAYS BE “ACTIVE”

SEND REMINDER OPTION IS PRESET FOR 3 DAY NOTIFICATION – YOU CAN CHANGE OR KEEP THE SAME

AS A RULE MOST TEAMS ONLY SELECT THE “NOTIFY THE SUPERVISOR “ AND NOTIFY THE PERSON ASSIGNING TRAINING/POLICY AND THEN “SAVE”

Access Permissions

SETUP STEP 4

• Select Access Permissions

Access Permission will allow you to select people of your choice and provide additional administrative rights. Those who will not have administrative rights will be designated STANDARD USERS AND WILL be provided default settings.

If you need to add others as administrators which you most likely will, you need to enter their names and aligned information into the employee section first and then return here to the Setup Screen and provide additional administrative rights of your choosing

The first step in accessing permissions is to CLICK ON “ACCESS PERMISSIONS”

Select Requirements for Permission

Step-1

Select the person you are creating administrative rights for

Step-2

Select the specific rights you would like to provide up to and including all

THIS OPTION, “ACCESS PERMISSIONS” WILL ALLOW YOU TO SELECT INDIVIDUALS ON YOUR TEAM  AND PROVIDE THEM WITH ADMINISTRATIVE RIGHTS. THESE RIGHTS COULD BE “ALL” RIGHTS OR MORE SPECIFIC  AND LIMITED RIGHTS.

NOTE: STANDARD USERS WILL BE PROVIDED DEFAULT SETTINGS AUTOMATICALLY AND WILL NOT REQUIRE YOU TO CHANGE PERMISSIONS

Once you have completed both step 1 and step 2, please “SAVE”

Resetting Passwords

Step 1

Click on Reset Password

Step 2

Select “OTHER”

Step 3

Find the person requiring password reset or search their name

Step 4

Once you have located the right individual, Click on “RESET PASSWORD” which is found to the far right of their name. An automated email will be immediately sent to the individual

Set Module Rights

This step will only be required once.

Make sure that all 3 boxes above have a checkmark and then click on “SAVE”

You will now have access to all systems that are included the PMAM. Human Capital Management, Performance Appraisal System, and Follow UP