Employee Self Service Toolkit

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Systematize Employee Self Service: work closely with and provides guidance/direction to the Managed Security Service and Security Operations Center.

More Uses of the Employee Self Service Toolkit:

  • Develop and implement projects to advocate Employee Self Service and improve IT Automation.

  • Ensure you orchestrate; understand and follow employee standards of conduct and ethics.

  • Systematize Employee Self Service: an internal data investigator conducts complex and routine research and analytics involving employee or vendor misconduct across all lines of business.

  • Pilot Employee Self Service: employee safety, Customer Satisfaction and Manufacturing Quality products are your highest priorities.

  • Be accountable for Reducing Costs and Cycle Times through use of technology, machinery, employee efficiency, or Process Improvements.

  • Manage complex employee and Labor Relations issues to resolutions, conducting effective, thorough, and objective investigations related to workplace matters.

  • Establish simple and effective processes for reviewing Performance Management and Employee Development plans with key members of leadership.

  • Organize and maintain investigations database and analyze related data to identify trends and ensure consistency in employee outcomes.

  • Manage work with the operational teams to improve the working environment, reducing the impacts to the employee from operational activities.

  • Secure that your project recommends new approaches to Policies and Procedures to effect continual improvements in efficiency of department and services performed.

  • Evaluate team strengths and opportunities for improvement, through Employee Development and/or Talent Acquisition.

  • Maintain compliance with principles of accepted employee conduct as identified in your organizations Employee Handbook and as specified in organization Policies and Procedures.

  • Identify Employee Self Service: work alongside the leadership team to devise client relationShip Management plans and Relationship Building activities based on the classification and importance of each client.

  • Be certain that your organization develops and maintains communication and recognition programs and activities designed to increase Employee Engagement and enhance employee organization relationships.

  • Ensure you command; lead the Customer Service team to successfully meet and exceed results in all service metrics; quality, employee relations, staffing, Service Levels, management development, training, process and procedures.

  • Manage to accomplish it, every employee must understand the why behind your decisions and work collectively to accomplish greatness.

  • Be accountable for facilitating alignment on project plans, leveraging functional expertise, and driving timely execution of deliverables with Learning And Development, Employee Communications, People Systems, People Analytics and other teams.

  • Ensure you nurture; lead key initiatives and provide solutions for employee relations, Organization Development, Performance Management, Workforce Planning and Talent Acquisition, development and Succession Planning.

  • Assure your organization drives methods and standards, strategy and Project Management, analytics, service recovery, operations/customers and employee support centers, Vendor Management, Workforce Planning, hiring and time/attendance management.

  • Drive, influence and implement human resource strategies that support the growth of the business while ensuring Employee Engagement and management effectiveness.

  • Develop, track, and report critical business metrics that provide accurate assessment of all aspects of growth, productivity, strategic effectiveness, and financial performance.

  • Promote individual and Organization Development through planning, designing, and managing Employee Development and training programs/services.

  • Assure your enterprise coordinates production activities along with procurement, maintenance, Production Planning, safety and Quality Control activities to obtain optimal use of employee and equipment resources.

  • Drive Employee Self Service: conduct digital forensic and Incident Response investigations related to matters as ransomware, business email compromise, employee misconduct, and Intellectual Property theft.

  • Make sure that your corporation provides contributions towards improvement of department scores for turnover/retention/Employee Engagement on unit based scorecard.

  • Ensure high availability of enterprise voice and data platforms that support internal employee business functions and external customer contact.

  • Arrange that your strategy analyzes collective post event feedback and other insights for themes and trends to recommend changes to sales effectiveness and employee Engagement Plans.

  • Orchestrate Employee Self Service: partner with and serve as a resource to employees, management and Human Resources staff to promote and maintain positive employee and Labor Relations.

  • Ensure you specify; lead the Customer Service team to successfully meet and exceed results in all service metrics; quality, employee relations, staffing, Service Levels, management development, training, process and procedures.

  • Develop, implement and oversee employee recognition programs associated with Maintenance Department activities.

  • Ensure you can be counted on to exceed goals successfully; Is constantly and consistently one of the top performers; Very bottom line oriented; Steadfastly pushes self and others for results.

  • Ensure you revitalize; understand and communicate the scale, capacity, security, performance attributes, and requirements of the service and technology stack.

  • Ensure your organization identifies key issues and opportunities through your organization review and builds marketing plans and communications objectives to drive profitable sales growth across channels.


Save time, empower your teams and effectively upgrade your processes with access to this practical Employee Self Service Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Employee Self Service related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Employee Self Service specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Employee Self Service Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Employee Self Service improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What intelligence do you gather?

  2. What are the clients issues and concerns?

  3. Do you have the right people on the bus?

  4. How do you track customer value, profitability or financial return, organizational success, and sustainability?

  5. What is measured? Why?

  6. How can you improve Employee Self Service?

  7. How is performance measured?

  8. What output to create?

  9. For your Employee Self Service project, identify and describe the business environment, is there more than one layer to the business environment?

  10. How has the Employee Self Service data been gathered?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Employee Self Service book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Employee Self Service self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Employee Self Service Self-Assessment and Scorecard you will develop a clear picture of which Employee Self Service areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Employee Self Service Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Employee Self Service projects with the 62 implementation resources:

  • 62 step-by-step Employee Self Service Project Management Form Templates covering over 1500 Employee Self Service project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Employee Self Service project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Employee Self Service project team have enough people to execute the Employee Self Service project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Employee Self Service project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Employee Self Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Employee Self Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Employee Self Service Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Employee Self Service project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Employee Self Service project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Employee Self Service project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Employee Self Service project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Employee Self Service project with this in-depth Employee Self Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Employee Self Service projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Employee Self Service and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Employee Self Service investments work better.

This Employee Self Service All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.