PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

MANDATORY LEARNING
USER MANUAL
Reporting Authority (BM/ HOD)

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 1

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Index

Sr No

Topic

Page

Links available in HRMS Portal

Assignment of Roles

View Status Reporting Authority (BM/HOD)

Role based E-Lessons/ E-capsules/ Institutional Trainings

11

Reminder Mails

12

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 2

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Links available through HRMS Portal

The following links are provided for Reporting Authority (BM/HOD) in HRMS Portal
under MSS > Mandatory Learnings >

a. Assignment of Roles
Reporting Authority (BM/HOD) can assign appropriate roles to staff
members reporting to him/ her using this Link.
b. View Status Reporting Authority (BM/HOD)
Reporting Authority (BM/HOD) can see the status of completion of
E-lessons/ E-capsules/ Institutional Trainings/ Certificate Courses/
Outside Trainings/ Workshops/ Seminars and HMM for the staff
members reporting to him/her using this Link.
c. Role based Learnings
Reporting Authority (BM/HOD) can see the various roles defined
under the Mandatory Learning Service and the corresponding
mandatory E-lessons/ E-capsules and Institutional Trainings for the
roles using this link.
d. Reminder Mails
Reporting Authority (BM/HOD) can send reminder mails to staff
members reporting to him/her and not completed mandatory
learnings using this link.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 3

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

A. Assignment of Roles
a. Reporting Authority/HOD/ BM can assign Roles to staff members reporting to
him/ her using this link.
b. System will first display two options viz., Officers and Clerical to filter the
employees based on Cadre.

c. Select one of the options and click on SUBMIT. The following screen will be
displayed showing pernrs and names of the officials.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 4

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

d. SEARCH FOR EMPLOYEE facility on the left of the screen can be used to
search for a particular staff member reporting to the concerned Reporting
Authority/ BM/ HOD.
Search may be made based on PERNR or Name of the staff member.

To select a Pernr, click

on the left side of the
pernr as shown here.
Details of the Pernr
will be displayed to
the right of the screen

In case there is any discrepancy in the list of reportees shown in the above
screen, contact your Circle HRMS Team/ OAD immediately, for rectification.
On selecting a staff member, system will display all the details about the selected
employee along with Branch details.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 5

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

The office type displayed here is as confirmed in Branch Classification exercise.

If the office type is not correct please send a mail with Branch/Office code,
Branch/Office Name and correct Branch/Office type to ct.sbiicm@sbi.co.in from
your Branch/Official mail ID.
Existing role of the employee, if any, will be displayed below the employee
details. If there are no existing roles, a blank table will be shown.
Click the
button. List of roles will be displayed in a drop down list,
based on the Branch/Office type and cadre of the person selected as shown in
the screen below:

Select appropriate Role

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 6

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Select the appropriate role to be assigned to the employee from the drop-down
list of Roles displayed on the screen

If a required role is not available in the drop-down list, please report the
requirement to support team at ct.sbiicm@sbi.co.in

Click on SUBMIT button to assign the identified role to the selected employee.
A pop-up message will appear displaying the name of the staff member and the
assigned role. If correct, click Yes to assign the role.

Once a role has been assigned to an employee, system will display a

confirmation message as shown in the screen below:

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 7

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Any existing role will be automatically delimited (stopped) , whenever a new role
is assigned to an employee by Reporting Authority/ BM/ HOD.
Note: In case the required role is not available in the list of roles displayed, it
could be due to:
i.
ii.

Incorrect Branch/ Office classification i.e, Type of Branch/ Office

The role is not available in the master list.

In both the above cases, please report the requirement to support team at
ct.sbiicm@sbi.co.in

Repeat the process for all the officials / employees reporting to you and displayed
in the portal.
Delimit (Stop) an existing Role:
If the Reporting Authority/ BM/ HOD want to delimit (stop) an existing role for an
employee without assigning any new role, select the existing role and click
button.
Role can be assigned or stopped at any time by the Reporting Authority/ BM/ HOD

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 8

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

B. View Status Reporting Authority (BM/HOD)

Reporting Authority/ BM/ HOD can view the roles assigned to the staff members
and status of completion of various learning activities by the staff members
through this link in the portal.
On clicking the link the screen shown below will be displayed where the cadre of
the employee can be selected.

Select employee cadre

and
click Proceed button

List of employees based on the selected cadre will be displayed. Search for a
particular employee can be made based on Pernr/ Name of the employee.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 9

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Details of the selected employee will be displayed. Financial year to be selected

from the drop down to view the Roles during the selected Financial Year.

Select Financial Year

Select Role to view Score Board

On selection of the roles in the assigned roles list, the score board of the learning
(status of completion of various learning activities, subject to data updated by
SBIICM/STU, Hyderabad) will be displayed as shown above.
Also, the type of course may be selected from the drop down to see the details of
completion for the selected learning activity viz., E-Learning, Institutional
Trainings, Certification courses, Outside Trainings/ Workshops and HMM.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 10

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

Sample screen shots are displayed below:

E-Learnings:

Institutional Trainings:

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 11

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

C. Role based E-Lessons/ E-Capsules / Institutional Trainings

Reporting Authority/ BM/ HOD can select any Role from the drop down.
The Mandatory E-lessons/ E-capsules/ Institutional Trainings for the selected role
will be displayed below as shown.

Select Role here. Mandatory

Learnings will be displayed below

This option will help reporting authority to depute right person for a particular
training.

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 12

PROJECT HRMS : MANDATORY LEARNING

_____________________________________________________________________________________

D. Reminder Mails
Reporting Authority/ BM/ HOD can use this link to auto-generate email to a
selected person notifying details of non-completed mandatory learnings. On
clicking the link screen as shown below is displayed.

Select staff members for sending

reminder mail

Click to Send mail

Reporting Authority/ BM/ HOD can select one or more staff member by ticking the
boxes against respective persons name. On clicking SEND MAIL button emails
specifying the status relating to incomplete mandatory E-Lessons will be
generated and send to the E-mail address available in HRMS.

*@*@*@*@*

Mandatory Learning - User Manual for Reporting Authority (BM/HOD)

Page 13