ops-web employee self-service user guide
TRANSCRIPT
March 2014
OPS-WEB Employee Self-Service User Guide
Introduction to OPS-WEB • Using OPS-WEB, you can securely view personal & work information as
well as update work information over the internet from a computer, tablet or mobile device – from anywhere.
• Use OPS-WEB to find work assignments, view the driver paddle, view your timekeeping summary, and read bulletins, orders, and notices.
Logging in to OPS-WEB
• Type in https://operator.sfmta.com in your internet browser. Save this to your Favorites menu.
• The OPS-WEB landing page contains Message(s) for the day and the login window.
First Time Logging in to OPS-WEB
• Badge = Your Cap ID
• PIN = Use the temporary PIN provided in your OPS-WEB letter.
Example: If your Cap ID is 0123, enter 0123 in the Badge field and enter your temporary PIN; e.g. 920130123 in the PIN field.
• Then click Login button.
NOTE: A self-service portal will be available for you to look up your PIN in the event you lose/forget it.
Changing Your PIN
• After logging in, you may change your PIN using the Tools > Change PIN page.
• Enter your old PIN, for example 920130123
• Choose a new PIN with a minimum of four digits
• You will receive a message that your PIN was changed
• Five Menus are available
1. Messages 2. Employee Info 3. Daily Assignments 4. Operational 5. Tools
*Requests menu turned off until Phase II of OPS-WEB implementation
• You can also view your work assignments for the current day on the Personal Messages page when you log into OPS-WEB.
OPS-WEB Home Page
Messages
• On Messages pages, you can view personal messages, general messages for all operators, and detour notifications.
– Operators Orders and Bulletins fall under “General Messages”
– General and Construction Notices fall under “Detour Notifications”
• To view messages: Choose the type of messages that you want to view from the Messages menu.
Employee Info – Absence Details
• To view absences: From the Employee Info menu, choose Absence Details. – Click the calendar button beside the From Date field, and choose the first date for
viewing absences.
– Click the calendar button beside the To Date field, and choose the last date for viewing absences.
– (Optional) From the Absence Type pull-down list, choose the type of absences you want to view.
– Click Search
Employee Info – Expiration Dates
• To view expiration dates: Choose Expiration Dates from the Employee Info menu.
Employee Info – Leave Balances
• To view leave balances: Choose Leave Balances from the Employee Info menu.
Employee Info - Timekeeping
• To view pay information: From the Employee Info menu, choose Timekeeping. (Visit http://www.sfcontroller.org for your official paystub)
• Click the calendar button, click a date in the week for viewing pay information, and then click Search.
• On Daily Assignments pages, you can view your work assignments in a list or on a calendar. You can also view and enter information about when you are acting as a volunteer.
• To view work assignments in a list: From the Daily Assignments menu, choose Assignment List.
Daily Assignments
• Click the calendar button beside the From Date field, and choose the first date for viewing work assignments.
• Click the calendar button beside the To Date field, and choose the last date for viewing work assignments.
• Click Search.
Daily Assignments - List
• To view your driver paddle for a day, click the printer icon in the day's Paddle column.
• You might need to scroll to the far right depending on the resolution of your computer screen.
Daily Assignments - List
Daily Assignments – Driver Paddle
• To view work assignments in a calendar: From the Daily Assignments menu, choose Assignment Calendar.
• From the Month and Year pull-down lists, choose the month and year for viewing work assignments.
• Click Search.
• To view your driver paddle for a day, click the View Paddle button for the day.
Daily Assignments - Calendar
• From the Daily Assignments menu, choose Volunteer Calendar.
• From the Month and Year pull-down lists, choose the month and year for viewing volunteer information.
• Click Search.
Daily Assignments – Volunteer Calendar
• To view or enter detailed volunteer information for a day, click the day's Detail/Update button.
• (Optional) Do one of the following:
– To change information for an existing volunteer type, click Edit for the volunteer type. Specify volunteer information, and then click Update.
– To enter a new volunteer type, click Add New Volunteer Type. Specify volunteer information, and then click Update.
– To remove the volunteer type click Delete
Daily Assignments – Volunteer Calendar
• Select Extraboard or Volunteer postings from the Operational menu to view postings for a given date.
• Click the calendar button beside the Date field and choose the date for viewing a posting.
• Specify the Extraboard or Volunteer type from the list.
• Click Search.
Operational
Bid Requests
• You will be able to enter absence bid requests and work bid requests during Phase II of OPS-WEB implementation. For now these features are not available.
• Dispatchers use Trapeze OPS to control the absence and work bidding (Sign-Up) processes, and Trapeze OPS records your bid requests which are then approved or disapproved using the existing business processes.
• Following the first phase of OPS-WEB implementation and increased familiarity with using OPS-WEB, you will be able to enter absence bid requests at any time and work assignment bid requests during an open Sign-Up period.
• Detailed instructions for submitting absence and work assignment bid requests will be included in Version 2.0 of this OPS-WEB user guide.
Questions?
• Contact your Division Dispatcher for any questions concerning your personal and work/schedule information.
• A self-service portal will be made available that will allow you to look up your PIN should you lose/forget it. Refer back to this user guide after April 1, 2014 for the link to the self-service portal.
• Contact the IT Support Team if you cannot access OPS-WEB and need to know your PIN
– (415) 701-4320
– Be prepared to provide your Cap ID and DSW# for verification
– After 6pm M-F and on weekends the IT Support Team are on call and PIN requests may take several hours to process