BOS/e PeopleWARE User Manual

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 2

Introduction
Component Highlights
Running BOS/e Personnel Requisition
Manager
Using the BOS/e Personnel
Requisition Manager
Summary

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 3

BOS/e PERSONNEL REQUISITION MANAGER

Introduction

OVERVIEW
This manual outlines and guides you through the steps involved in managing the personnel
requisitions using the BOS/e Personnel Requisition Manager. This component accepts and
processes personnel requisition forms, which contain the requests for personnel coming from line
managers. It also generates ranked list of applicants based on the qualifications defined in the
requisition form. Moreover, it accepts job offer data per applicant and allows user to move the hired
applicants record to employee master file.

Component Highlights:

Accepts and process personnel requisition forms

Generates ranked list of applicants based on the qualifications defined in the
requisition form
Accepts job offer data per applicant
Allows user to move applicant records to employee master file

Associated Components:

BOS/e InfoManager
BOS/e Compensation and Benefits Records Manager

Expected Users:

Those who handle the extraction or generation of qualified active employees

for internal hiring.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 4

BOS/e PERSONNEL REQUISITION

MANAGER
Running BOS/e Personnel
Requisition Manager

Running BOS/e Personnel Requisition Manager

1. Click [+] beside BOS/e PeopleWARE 2003 HR STRATEGIC Components. To run BOS/e
Personnel Requisition Manager, highlight and right-click the said component then click
Run Component (Figure 1).

Figure 1. Running BOS/e Personnel Requisition Manager

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 5

2. The BOS/e Personnel Requisition Manager main screen (Figure 2) will appear in your
screen.

Figure 2. BOS/e Personnel Requisition Manager

3. On the BOS/e Personnel Requisition Manager main screen, the user can ADD a new
document; OPEN an existing document, DELETE, or FIND and FILTER documents.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 6

BOS/e PERSONNEL REQUISITION

MANAGER
Using the BOS/e Personnel Requisition
Manager
Steps in Creating a New Personnel
Requisition Document

1. To create a new document, click New . Alternatively, you may click Document > New
on the main menu. The New Requisition form will appear (Figure 3).

Figure 3. New Requisition Form

2. Supply all needed information using Table 1.

Table 1. Fields in the New Requisition Form

Fields Actions/Remarks
Requisition Number Auto-Generated field.
Date Requested Use the BOS/e Pop up Calendar to select the date
when the requisition was requested.
Date Needed Use the BOS/e Pop up Calendar to select the date
when the requisition is needed.
Required Number Type the number of vacancies for the open position.
Position Click the pick list button to select the vacant
position.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 7

Purpose/Remarks Type a short comment in the textbox provided.

Prepared By Click the pick list button to select the name of the
person who prepared the requisition.
For External Project Tick the checkbox if the requisition is for external
projects. This is usually used by recruitment companies.
Project Name Click the pick list button to select the project name.
It is usually the company who requested for the
applicants.
Address Type in the textbox provided the address of the
company requesting for applicants.
Contact Person Type in the textbox provided the contact person of the
company requesting for applicants.
Designation Type in the textbox provided the position of the contact
person.
Contact Number Type in the textbox provided the contact number of the
contact person.
Fax Number Type in the textbox provided the fax number of the
company/client.
With Field Setup Click the With Field Setup button to setup the
subcompany code, superior code among others, of this
position.

3. Click OK then a new Personnel Requisition Form window will appear.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 8

4. Click Edit to modify the form

5. In the Personnel Requisition Form (Figure 5), filter records by adding criteria. In the list of
InfoCards, click an Infocard that you would like to use as a basis in setting criteria. - E.g.
Educational Background.

Figure 5. Adding criteria

6. Select a Field (e.g. Coursecode) using the dropdown list.

7. Choose an Operator, e.g. equal to.

8. Choose a Value from the dropdown list.

9. Click Add to display the filter statement under Criteria.

10. To place a Join Operator, click the statement where you would like to place it.

11. Click a specific join operator.

NOTE:
To create new criteria, simply follow steps 5-11.

12. After setting up the criteria, click Save to commit all the changes that youve made.

13. To view shortlisted applicants, click the Candidates Listing tab then click Extract
Qualified Candidates . Refer to Figure 6.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 9

Figure 6. Candidates Listing TabList of Extracted Applicant/s

NOTE:
It is expected that before using BOS/e Personnel Requisition Manager,
you had already updated the applicant records in BOS/e Applicant InfoManager.
Otherwise, no qualified candidates can be extracted.

14. Tick the Reserved checkbox to reserve an applicant.

NOTE: Hired checkbox will automatically be checked after the applicant

has been hired.

15. To display the Hiring List form, click Hire the candidates .

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 10

Figure 7. The Hiring List Window

16. Click the Job Offer tab and supply the needed data (Benefits, Employment Setting, and
Other Item Offer tabs). To edit the contents of the tabs, click Edit .

17. The Benefits tab contains information regarding the benefits that the candidate will
receive when hired. When the user posted the data, it will automatically be reflected in
the BOS/e Compensation and Benefits Records Manager. Supply all needed information
using Table 2.

Table 2. Fields in the Benefits Tab

Fields Actions/Remarks
Group Tab Click Group Tab to edit the fields under this tab.
Benefit Group Code Specify the assigned benefit group code per employee
by clicking the lookup of benefit code.
Item Code Input data by clicking the lookup for item code.
Effectivity Date Date when the employee will start receiving the benefit.
Due Date Date when the employee will stop receiving the benefit.
Recurring Tag Y/N. Specifies if benefit is provided to the
employee in a recurring type.
Amount Specify the equivalent amount of the assigned benefit.
Balance Specify the current balance of the assigned benefit.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 11

Fifth Week Tag Y/N choose Y if the benefit will be given every
fifth week of the month, otherwise, choose N.
First Week Tag Y/N choose Y if the benefit will be given every
first week of the month, otherwise, choose N.
Fourth Week Tag Y/N choose Y if the benefit will be given every
fourth week of the month, otherwise, choose N.
Second Week Tag Y/N choose Y if the benefit will be given every
second week of the month, otherwise, choose N.
Third Week Tag Y/N choose Y if the benefit will be given every
third week of the month, otherwise, choose N.

18. Click Employment Setting tab to set up pertinent employment information. Supply all
needed information using Table 3.

Table 3. Fields in the Employment Setting Tab

Fields Actions/Remarks
Field Description The field description shows the description of the field(s)
selected using the Add More Field/s button.
Field Name Auto-generated, field name is automatically reflected
upon choosing a new field.
Field Value Depending on the selected field, click the pick list button
to select the field value.
Description Automatically appears when a field value is selected.
Apply Values To Click Apply Values To button to apply also all
information in the employment setting tab to the other
newly hired employees/other short listed candidates.
Add More Field/s Click Add More Fields button to set up more fields like
PY Group: to indicate his/her payroll group: if monthly
semi-monthly etc.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 12

19. See Figure 8 for a sample of fully filled up Employment Setting tab. Click Save to commit
the changes made.

Figure 8. Employment Setting Tab

20. Click Other Item Offer tab to set up other offered benefits being offered (see Figure 9).

Figure 9. Other Items Offered

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 13

21. Supply all needed information using Table 4.

Table 4. Fields in the Other Item Offer Tab

Fields Actions/Remarks
Item Code Shows the item code of a particular benefit.
Item Value Click the pick list button to select the item value.
Description Shows the description of a particular benefit.
Items Apply To All Click Items Apply To All to apply all information in
the Other Item Offer tab to the other newly hired
employees/ short listed candidates.
Extract Items Click Extract Items to add more items.

22. Generate reports by clicking Report > Hiring List OR Offer Sheet OR Curriculum Vitae if
the job offer was accepted. Click to generate his Personnel ID Number automatically.

23. Click Save then click Move Applicants to Active Personnel . You may choose
from Current, All and Selection.. (refer to Figure 10).

Figure 10. Move Applicants to Active Personnel button

24. If you click Selection.., the Select Short Listed window will appear (refer to Figure 11).
Select the applicant/s that you want to hire then click Include .

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 14

Figure 11. Select Short Listed Window

25. Click OK then Yes on the confirmation dialog box that will appear
(refer to Figure 12).

Figure 12. Confirmation Dialog Box

26. If you choose Current, a confirmation dialog box similar to Figure 12 will ask the user for
confirmation to proceed in hiring the applicant/s. Click Yes to confirm.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 15

27. Click OK on the dialog box that will appear confirming that the applicant has
been successfully hired. Now that the applicant has been successfully hired, the checkbox
under the Hired column on the Candidates Listing tab should be automatically checked
(refer to Figure 13).

Figure 13. Hired checkbox

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

Using BOS/e Personnel Requisition Manager 16

BOS/e PERSONNEL REQUISITION

MANAGER
Summary

After reading through the manual, you are expected to be able to

perform the following:

Create a requisition template.

Set criteria for newly created requisition template.

Extract qualified candidates based on the criteria defined.

Select qualified candidates and update/post job offers.

Move qualified candidates from Active Applicant to Active Employee Master File.

Copyright 1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com