Introduction
The Code consist of 5 important sections :
Please take your time and read through them all
1. My Profile
To learn more about your profile follow this tutorial.
1.1 In Home Screen Click on My Profile
1.2 Navigate your Personal information
1.3 Navigate your Compensation info
1.4 Navigate your Job information and Grade
1.5 Click On NBK logo to go to the Home Page
2. Creating & maintaining My Goals
2.1 Maintain Objectives Cascaded
An Employee Can Maintain The Objectives Cascaded From Their Manager And Create, Edit, Or Delete Their Own Objectives. To Learn More About How An Employee Creates And Maintains Their Objective.
2.2 To Access The Goal Plan, Select Home > Objectives
2.3 To Select An Objective Plan, Open The List.
2.4 Select Objective Plan
2.5 The Goal Cascaded By The Manager Is Shown In The Objective Plan
2.6 To Create A Goal For Yourself, Choose Add Objective
2.7 Select Create A New Objective.
2.8 The Library Objective Option Provides You With A List Of Predefined Objectives And Metrics That You Can Choose To Add To Your Objective Plan.Choose Library Objective
2.9 The Library Objective Option Provides You With A List Of Predefined Objectives And Metrics That You Can Choose To Add To Your Objective Plan.Choose Library ObjectiveEach Heading Expands To Offer A List Of Objectives For That Area. For This Tutorial, Choose Customer Service.
2.10 Select Customer Satisfaction & Loyalty.
2.11 Select Customer Satisfaction & Loyalty.
Review The List Of Goals And Select The Checkbox Next To Each Objective To Add To Your Plan.
For This Tutorial, Select The Checkbox For The Second Option
2.12 Choose Add Selected
2.13 Categories Are Used To Create A Scorecard Approach
To Objective Planning, Objective Names Define What You Are Trying To Achieve, And Metrics Define How You Measure Achievement Of That Objective.
2.14 Weight Defines The Importance Of The Objective
Weight Defines The Importance Of The Objective And Is Used As Part Of The Performance Rating Calculation. For This Tutorial, In The Weight Field, Enter 50 And Choose Save Changes.
2.15 The Total Weight Assigned To Both Active Objectives Weigh To 99%, With Each Objective Assigned 50% & 40% Of The Overall Importance
2.16 If Required, Choose Edit To Update The Objective.
2.17 Choose Action
2.18 From The Action Menu, You Can Edit, View, Or Delete An Objective.
In This Tutorial, We Will Not Make Any Changes To The Objective.
To Close The Menu, Choose Action
2.19 To Return To The Homepage, Select Objectives > Home
You Have Successfully Created And Maintained Your Objective. This Concludes The Interactive Tutorial
3. Requesting Time Off
3.1 To learn more about how an employee requests time off, follow this interactive tutorial
3.2 Open the Modules list
3.3 Select Request Time Off Tile
3.4 ChooseTime Type (Leave Type) then select the dates and choose Submit
For Sick Leave please upload the sick leave certificate attachment
For Staff who require exit permit please choose exit
>Choose Time Type (Leave Type) then select the dates and choose Submit.
For Sick Leave please upload the sick leave certificate attachment
For Staff who require exit permit please choose exit permit yes require
3.5 The time-off request is initiated and is pending for approval by the line manager of the employee
3.6 To return to the home screen, choose NBK Logo
3.7 You have successfully requested time off
4. Manager Approve Time-off Requests
4.1 To learn more about how a line manager processes a time-off request, follow this interactive tutorial.
4.2 Choose View All to view all approval requests pending with you.
4.3 Open the dropdown list.
4.4 Choose View Details.
4.5 Details of the time off request are displayed. Click here to scroll down.
4.6 You can add a comment or approve or decline it directly.
In the Comment field, enter Okay Enjoy and press Enter.
4.7 Choose Approve.
4.8 Choose Approve.
The request is approved and is removed from the workflow requests list.
You have successfully approved the time-off requests.
This concludes the interactive tutorial.
5. Checking Feasibility of Time-off Request
5.1 To learn more about how an employee checks the feasibility of a time-off request, follow this interactive tutorial.
5.2 Choose My Profile
5.3 Choose Employee Information and then Time off.
5.4 Choose Go to Time off.
5.5 Vacation balance and upcoming time off displays on screen.
5.6 Choose Show Team Absences.
5.7 Team absence calendar is displayed on screen.
5.8 To navigate to the next month, choose the Next arrow.
5.9 Choose Close
5.10 To return to the homepage, choose NBK Logo
5.11 You have successfully checked the feasibility of a time-off request. This concludes the interactive tutorial.
6. Viewing Time Account Balances
6.1 To learn more about how an employee views time account balances, follow this interactive tutorial.
6.2 Choose My Profile
6.3 Choose Employment Information and then Time Off.
6.4 Choose Go to Time Off.
6.5 Choose Show All
6.6 Choose Show AllThe time account balance overview displays. Choose Close.
6.7 To return to the home screen, choose NBK Logo.
7. Viewing Time of Request Status
7.1 The Law To learn more about how an employee views the status of a time-off request, follow this interactive tutorial.
7.2 Choose My Profile
7.3 Choose Employment Information then Time off.
7.4 Choose Go to Time Off
7.5 The status of upcoming time off is displayed.
7.6 Select the time off request to view its details.
7.7 To return to the home screen, choose NBK Logo.
7.8 You have successfully viewed the status of a time- off request. This concludes the interactive tutorial
8. Setting Cascading Goals to Employees As a Manager
TO LEARN MORE ABOUT HOW A MANAGER CREATES AN OBJECTIVE AND CASCADES IT TO THEIR DIRECT REPORT, FOLLOW THIS INTERACTIVE TUTORIAL.
8.1 TO ACCESS THE OBJECTIVE PLAN, SELECT HOME > OBJECTIVES.
8.2 TO SELECT AN OBJECTIVE PLAN, OPEN THE OBJECTIVE PLAN DROP-DOWN LIST.
8.3 SELECT THE OBJECTIVE PLAN
8.4 TO CREATE AN OBJECTIVE, CHOOSE ADD A NEW OBJECTIVE.
8.5 YOU CAN ADD AN OBJECTIVE USING THE OBJECTIVE WIZARD
YOU CAN ADD AN OBJECTIVE USING THE OBJECTIVE WIZARD OR BY SELECTING CREATE A NEW OBJECTIVE. FOR THIS TUTORIAL, SELECT CREATE A NEW OBJECTIVE.
8.6 TO CREATE AND DEFINE YOUR OWN OBJECTIVE, CHOOSE PERSONAL OBJECTIVE.
8.7 CATEGORIES ARE USED TO CREATE A SCORECARD APPROACH
CATEGORIES ARE USED TO CREATE A SCORECARD APPROACH TO OBJECTIVE PLANNING. IN THE CATEGORY FIELD, YOU WOULD SELECT OTHER. FOR THIS TUTORIAL, THIS HAS ALREADY BEEN DONE FOR YOU.
8.8 THE NAME OF THE OBJECTIVE
THE NAME OF THE OBJECTIVE DEFINES WHAT YOU ARE TRYING TO ACHIEVE. FOR THIS TUTORIAL, IN THE OBJECTIVE NAME FIELD, ENTER OBJECTIVE 1 AND SELECT THE METRIC/TARGET FIELD.
8.9 THE METRIC DEFINES
THE METRIC DEFINES HOW YOU WILL MEASURE THE ACHIEVEMENT OF THE OBJECTIVE. FOR THIS TUTORIAL, IN THE METRIC/TARGET FIELD, ENTER MEASURING ACHIEVEMENT AND SELECT THE WEIGHT FIELD.
8.10 WEIGHT DEFINES THE IMPORTANCE OF THE OBJECTIVE
WEIGHT DEFINES THE IMPORTANCE OF THE OBJECTIVE AND IS USED AS PART OF THE PERFORMANCE RATING CALCULATION. FOR THIS TUTORIAL, IN THE WEIGHT FIELD, ENTER 50, AND PRESS ENTER.
8.11 STATUS SHOWS YOUR PROGRESS TOWARDS
STATUS SHOWS YOUR PROGRESS TOWARDS ACHIEVEMENT OF THE OBJECTIVE. IN THE STATUS FIELD, YOU WOULD SELECT NOT YET STARTED. FOR THIS TUTORIAL, THIS HAS BEEN DONE FOR YOU.
8.12 TO CHOOSE A START DATE, SELECT THE START FIELD.
8.13 SELECT TODAY’S DATE. FOR THIS TUTORIAL, SELECT AUGUST 10, 2023
8.14 TO SET AN END DATE, SELECT THE DUE FIELD.
8.15 FOR THIS TUTORIAL, SELECT AUGUST 13, 2023.
8.16 ADD MILESTONES TO THE GOAL
ADD MILESTONES TO THE GOAL, MILESTONES ARE SIGNIFICANT ACHIEVEMENTS THAT SHOWS PROGRESS TOWARDS THE OBJECTIVE.
8.17 ADD SUBGOALS THOSE SMALL TASKS THAT MUST BE ATTENDED TO IN ORDER TO REACH THE MAIN GOAL.
8.18 CHOOSE SAVE CHANGES.
8.19 ADDED AN OBJECTIVE
YOU HAVE NOW ADDED AN OBJECTIVE TO YOUR PLAN. NEXT, YOU WILL CASCADE THE OBJECTIVE TO YOUR DIRECT REPORT’S OBJECTIVE PLANS. FIRST, YOU MUST SELECT THE OBJECTIVE. SELECT
GOAL 3.
8.20 CHOOSE ACTIONS
8.21 SELECT CASCADE
8.22 YOUR HIERARCHY DISPLAYS
YOUR HIERARCHY DISPLAYS. CHECK THE BOX OF THE DIRECT REPORT YOU WANT TO RECEIVE THE OBJECTIVE. FOR THIS TUTORIAL, SELECT OMAR KHALED
8.23 CHOOSE NEXT
8.24 THE EDIT OBJECTIVE PAGE DISPLAYS YOUR OBJECTIVE INFORMATION
THE EDIT OBJECTIVE PAGE DISPLAYS YOUR OBJECTIVE INFORMATION. YOU CAN EDIT THE OBJECTIVE TO MAKE IT SPECIFIC TO YOUR DIRECT REPORT, IF NEEDED. CHOOSE CASCADE.
8.25 THE OBJECTIVE HAS BEEN CASCADED TO THE EMPLOYEE, OMAR KHALED
8.26 TO SEE EMPLOYEE
TO SEE EMPLOYEE OMAR KHALED’S OBJECTIVE PLAN, YOU MUST VIEW HIS PROFILE. OPEN THE DROP-DOWN LIST DISPLAYS THE NAMES OF THE MANAGER’S DIRECT REPORTS. SELECT OMAR KHALED
8.27 TO EDIT OR DELETE THE CASCADED OBJECTIVE, YOU MUST FIRST SELECT IT. SELECT OBJECTIVE 3.
8.28 YOU CAN CHOOSE TO EDIT, VIEW, OR DELETE
FROM THE ACTION MENU, YOU CAN CHOOSE TO EDIT, VIEW, OR DELETE THE OBJECTIVE. FOR THIS TUTORIAL, WE WILL NOT MAKE ANY CHANGES TO THE OBJECTIVE.
8.29 TO RETURN TO THE HOMEPAGE, SELECT OBJECTIVES > HOME
