Training and Support

Access slides from our Engagement Session

Please click the below hyperlinks to access the Help Desk training material.

Quick Reference Guides:

1. How to raise a Help Desk Ticket
2. Guidance for Loss of Functionality

Please click the below hyperlinks to access the Sickness Absence training material.

Quick Reference Guides:

1. How to create a Sickness Absence including Maternity
2. How to view absence details as an employee
3. How to Amend & Withdraw an absences and entitlements 
4. How to close an absence
5. Guidance for Line Manager Dashboard

1. How to create a Document Record Return to Work
2. How to create a Document Record Sickness Steps
3. How to create A Document Record Long Term Sickness
4. How to create A Document Record Sickness Certificate

Paternity

How to create a Paternity Absence

Career Break/Sabbatical Absence

How to create a Career Break/Sabbatical absence

Please click the below hyperlinks to access the Health and Safety training material.

Quick Reference Guides:

1. Health and Safety Record an Incident

Please click the below hyperlinks to access the Learn training material.

Learn Front Page:

      1. One Source Learn - L&D Sharepoint

Quick Reference Guides:

1. How to complete own attendance at a classroom course
2. How to withdraw from a course
3. Viewing your learning records and record external learning
4. How to view courses and enroll
5. Viewing your teams learning records

Access to Learn for Agency Workers: 

Please see Learn FAQs for more information

Please click the below hyperlinks to access the Overtime Entry training material.

Quick Reference Guides:

1. How to create an OTL claim

2. How to approve an OTL claim

3. How to bulk approve OTL
    

Please see Payroll FAQs

Please click the below hyperlinks to access the Self Service HR training material.- Includes view & edit personal details, contact info, view & update emergency contact.

Quick Reference Guides:

1. Employee Self Service

Please click the below hyperlinks to access the Talent - Continuing Improvement Conversation (CIC) training guides

Quick Reference Guides:

Video - Request a New Post

Video - Request a Change to a Post

Video - Create a Job Requisition   - Hiring Manager

Video - Access Candidate Information

Video - Move Candidate through the Candidate Selection Process

Video - Search and Apply for External Job

ORC Guide - Internal Applicants 

Video - Search and Apply for an internal Job

Video - Refer a Candidate

Video - Pre-Hire Journey - Pending Worker

Video - First Day Journey - Employee

Please click the below hyperlinks to access the Accounts Payable training material.

Quick Reference Guides:

1. Invoice Approval
2. Supplier Invoice Entry
3. Invoice Validation
4. Standard Invoice (Non PO)
5. Invoices Matched to Purchase Orders and Various Actions
6. Selecting the Correct Supplier when Creating an Invoice

Please click the below hyperlinks to access the Accounts Receivable training material.

Quick Reference Guides:

1. Raising an Invoice
2. Raising a Credit Memo
3. Raising a Customer and Invoice

Videos:

1. IRF Raising a new Invoice
2. IRF Creating a Customer and Raising an Invoice

Please click the below hyperlinks to access the Expenses training material. Ensure you have read and understand the Walsall Council Expenses Policy as the process for claiming remains the same.

Quick Reference Guides:

1. Create and Submit an Expense Report
2. Processing an Expense Report Approval

Expenses Full Guide

Please click the below hyperlinks to access the General Ledger training material. 

Quick Reference Guides:

1. Account Inquiry and Drill Down
2. Entering Journal by Spreadsheet
3. Entering Manual Journal
4. Vacation Rule
5. Accessing School Reports
6. Fusion Reports
7. Code Conversion Lookup table
8. Oracle Manual Journal Naming Protocols
9. Journal Policy

Please click the below hyperlinks to access the Planning and Budgeting Cloud Service training material. 

Quick Reference Guides:

1. Add or delete attachment
2. Pay Monitoring Add and Remove Vacancies
3. Pay Monitoring Business Rules
4. Pay Monitoring Zoom In and Zoom Out
5. Pay Monitoring
6. Revenue Monitoring - Adding-Removing a Subjective
7. Revenue Monitoring - Business Rule
8. Revenue Monitoring Zoom In and Zoom Out
9. Revenue Monitoring
10. Shared connections & Formatting
11. Smart View Log In
12. Capital Forecasting on PBCS
13. PBCS Report
14. Capital Forecasting Through Smartview

Please click the below hyperlinks to access the Procurement training material. This area of the system will only be accessible to you if you are a requisitioner and have completed the relevant training.

Quick Reference Guides:

1. Approval Requisition
2. Receipting a Requisition
3. Receipting Purchase Orders via notifications
4. Procurement Categories and Subjectives Lookup
5. Raise a NonCatalog Requisition
6. Managing a Requisition Order
7. Raise a Smartform Requisition
8. How to Change my Preferences to a default cost code when Raising a Requisition

Go-Live 1 sessions

If you have missed the chance to attend a One Source Show and Tell sessions, then don't worry. You can still watch a recorded session by clicking on the below link. The first 60 minutes of the video are for all Employees as it looks at Employee Self Service, the remaining 30 mins is targeted at Managers only.

Following the video, if you have any further questions please use the Contact page to find the appropriate contact details for the One Source Helpdesk.

1. Show and Tell Presentation
2. Employee and Manager Recorded Session

Go-Live 2 Sessions

1. All staff recorded demo session (for staff with corporate equipment)
2. Front line worker recorded demo session (for staff without corporate equipment)

Please click the below hyperlinks to access the translated training guides:

Quick Reference Guides (QRG):

Hindi

1. इंटरनेट सहायता गाइड
2. QRG अपनी पेस्लिप कैसे देखनी है
3. QRG ओवरटाइम एंट्री - कर्मचारी
4. QRG – कोई अनुरोध करना 

1. ਇੰਟਰਨੈੱਟ ਸਹਾਇਤਾ ਗਾਈਡ
2. QRG ਆਪਣੀ ਪੇਸਲਿੱਪ ਨੂੰ ਕਿਵੇਂ ਵੇਖਣਾ ਹੈ
3. QRG ਓਵਰਟਾਈਮ ਐਂਟਰੀ - ਕਰਮਚਾਰੀ
4. QRG – ਕੋਈ ਬੇਨਤੀ ਕਰਨੀ

1. QRG بذریعہ انٹرنیٹ مدد کا ہدایت نامہ
2. QRG اپنی پے سلپ کیسے دیکھی جائے
3. QRG اضافی وقت کا اندراج – ملازم
4. QRG - درخواست درج کروانا 

Please use the link below to view Access FAQs - this will include how to log in via a Walsall.gov.uk and non- Walsall.gov.uk emails.

Access FAQs

How to guides:

1. Set a Vacation Rule