WO2001033392A9 - Employee portal and method of use therefor - Google Patents
Employee portal and method of use thereforInfo
- Publication number
- WO2001033392A9 WO2001033392A9 PCT/US2000/029086 US0029086W WO0133392A9 WO 2001033392 A9 WO2001033392 A9 WO 2001033392A9 US 0029086 W US0029086 W US 0029086W WO 0133392 A9 WO0133392 A9 WO 0133392A9
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- employee
- portal
- tool
- categories
- company
- Prior art date
Links
Classifications
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/954—Navigation, e.g. using categorised browsing
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/958—Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
Definitions
- the invention relates to corporate intranets and portals. More particularly, the invention relates to an Employee Portal for aggregating and delivering services and information to employees over an employer's intranet.
- Discounted programs are out-sourced to organizations that provide aggregations of goods and services from various vendors.
- a natural result of the explosion in e-commerce is the provision of such discount programs over the Internet.
- Such online offerings offer very little customizability, such as branding. Since they cannot be customized, a company may be placed in the undesirable position of offering a competitor's products for sale at discounted prices to their employees through their discount programs; for example a computer manufacturer that subscribes to a discount program only to find that their competitor's products are available to their employees through the service.
- a parallel trend is the emergence of the corporate intranet as a valuable platform for knowledge management and information dissemination within a company; and HR professionals are beginning to see the intranet's potential as a tool for employee relationship management and improving organizational efficiency. It is also common to provide information from external sources over the corporate intranet; stock quotes and news, for example.
- Extranet technology makes it possible to link intranets to larger controlled-access networks over publicly accessible telecommunications networks.
- Filep, et al. cannot be administered and configured by a designated Administrator of a client company. Furthermore, Filep et al. does not utilize web technology, and does not provide community tools or communications tools, such as broadcast messaging, employee classifieds, or calendaring.
- Carlin, J. Frantz II; Multi-Provider On-line Communications System; U.S. Patent No. 5,694,549 (December 2, 1997) Carlin, et al. is directed to an online service that allows the provision of information and services from a number of service providers to groups of users through a single gateway.
- Carlin, et al does not teach provision of information and services to employees of a company through a portal from the company's intranet.
- Carlin, et al. also does not teach segmenting of employees into target groups and provision of information and services tailored to the needs and desires of such target groups.
- Carlin does not teach the publishing of information by an employer for their employees, or the provision of community tools and communications tools within an employee portal.
- Chellia, et al. teaches a system of electronic commerce, whereby a user may purchase goods and services from any of a number of electronic storefronts. Chelliah, et al. is directed exclusively to the providing of electronic commerce to a general population of users. Chelliah, et al.
- Chelliah, er a/ does not deal with publishing of other content unrelated to electronic commerce. Chelliah, et al. does not teach provision of community tools such as employee classifieds, discussion boards, surveying tools, and employee suggestion boxes. Chelliah et al. also does not teach the provision of employee profiles, or segmenting of employees into target groups and provision of information and services tailored to the needs and desires of such target groups.
- Dasan teaches an automated system for retrieving published information based on a user-defined profile. Dasan does not teach provision of information and services to employees of a company through a portal from the company's intranet. While Dasan does teach the ability to personalize the service by the user, the disclosed service cannot be customized or branded and does not teach segmenting of employees into target groups and provision of information and services tailored to the needs and desires of such target groups. Dasan does not teach the publishing information by an employer to employees over a corporate intranet, or the provision of community tools in an employee portal, or the provision of discounts and shopping.
- Maritzen, et al. teaches the configuration of price quotes to be delivered to a user based on business rules. Maritzen, et al. does not teach provision of information and services to employees of a company through a portal from the company's intranet. Maritzen, et al. also does not teach publishing of information by an employer to employees over a corporate intranet or the provision of community tools, or the provision of discounts and shopping.
- the use of corporate Intranets and corporate portals as a knowledge management tool is known, for example:
- http://www.healthvision.com/empportal.asp discloses an employee portal service having human resource applications, shared calendar access, automated expense reporting, online e-commerce catalogs and best practices databases.
- the disclosed service doesn't provide community tools in an employee portal such as employee classifieds, discussion boards, surveying tools, and an employee suggestion box.
- the disclosed service does not provide segmenting of employees into target groups, provision of information and services tailored to the needs and desires of such target groups, customization, branding, or personalization.
- www.iclick.com provides various HR applications over a corporate intranet.
- the service cannot be customized or branded, and cannot be personalized by an individual employee.
- the disclosed service does not provide a discount program, and does not provide communication and community tools in an employee portal.
- the service does not provide the capability of segmenting of employees into target groups and provision of information and services tailored to the needs and desires of such target groups.
- the invention provides an Employee Portal for aggregating and delivering services and information to employees over an employer company's intranet that includes
- the invented Employee Portal is customizable, and can be branded with the employer's corporate identity.
- the portal is a scalable software application leased from a service provider, viewable as a multi-frame window in a web browser.
- the Employee Portal is presented in different functional areas including: • Home
- each functional area comprises a separate web page.
- the communications tools include:
- the community tools include
- the Employee Classifieds and the Broadcast Messages are accessible from the Portal Home Page and from the home page of the Community area.
- the Shopping Mall is accessed from the Discounts section.
- the vendors are categorized and the goods and services are viewed from individual vendor sites. Purchases are transacted online.
- the Admin section provides a series of publishing and administrative functions. Employees may be segmented into various target groups and the services and information targeted to the needs and interests of the various target groups.
- the My Account section allows individual employees to edit their employee profile and to personalize the Employee Portal.
- a separate, logically distinct portal space is created for each customer. Physically separate instantiations of the portal application are not required. Thus, a portal may be deployed very rapidly at a comparatively low cost.
- a rule-based configuration tool segments each customer's employee population into target groups and provides customized content and services targeted to the needs and interests of the various target groups according to rules specified by the employer.
- Figure 1 shows a home page on a company intranet having a link to an Employee Portal, according to the invention
- Figure 2 shows a home page for a Home functional area of an Employee Portal, according to the invention
- Figure 3 shows a listing of Broadcast Messages, according to the invention
- Figure 4 shows a screen of a tool for administering Broadcast Messages, according to the invention
- Figure 5 shows a screen for creating a new Broadcast Message, according to the invention
- Figure 6 shows a home page for a Discounts functional area displaying a listing of vendor categories, according to the invention
- Figure 7 shows a listing of vendor sub-categories and vendors, according to the invention.
- Figure 8 shows a Featured Discounts section, according to the invention.
- Figure 9 shows an order form for the Discounts area of Figure 6, according to the invention.
- Figure 10 shows a home page for a Community functional area, according to the invention.
- Figure 11 shows a Company Main Calendar view of a Calendar Tool in the Community area of Figure 10, according to the invention
- Figure 12 shows a dialog box for publishing notices to a Bulletin Board in the Calendar Tool of Figure 11 , according to the invention
- Figure 13 shows a user interface to a Personal Organizer in the Calendar Tool of Figure 11 , according to the invention
- Figure 14 shows a pull-down menu for selecting different views in the Calendar Tool of Figure 11 , according to the invention
- Figure 15 shows a user interface to a tool for administering Private Groups, in the Calendar Tool of Figure 11 , according to the invention
- Figure 16 shows a Personal Calendar view of the Calendar tool of Figure 11 , according to the invention.
- Figure 17 shows a detail of a tool for publishing and viewing Employee Classified Ads, according to the invention.
- Figure 18 shows a listing of categories for Employee Classified Ads, according to the invention.
- Figure 19 shows a listing of Employee Classified Ads, according to the invention.
- Figure 20 shows a detail of an Employee Suggestion tool, according to the invention.
- Figure 21 shows a form in a My Accounts functional area for entering and editing contact information for an individual employee, according to the invention
- Figure 22 shows a home page of an Admin functional area, according to the invention.
- Figure 23 shows a main screen for an Employee Access tool, according to the invention.
- Figure 24 shows a search screen for the Employee Access tool of Figure 23, according to the invention.
- Figure 25 shows a search results screen for the Employee Access tool of Figure 23, according to the invention
- Figure 26 shows an Employee Profile screen of the Employee Access tool of Figure 23, according to the invention
- Figure 27 shows a Vendor Publishing tool, according to the invention.
- Figure 28 shows a screen of a vendor page creation wizard in the tool of Figure 27, according to the invention.
- Figure 29 shows a block diagram of the functional architecture of an Employee Portal, according to the invention.
- An Employee Portal assists employees in maintaining a harmonious balance between workplace demands and personal life by providing them with an aggregation of useful information and services.
- the portal provides:
- An online shopping mall in which they may purchase a variety of goods and services from pre-screened vendors at deeply discounted prices and rates.
- the shopping mall allows employees to shop for merchandise, financial services, recreational opportunities and travel services to maintain and enhance their personal lives in a time-efficient and cost-effective manner without having to leave their workplace.
- the Employee Portal provides the Human Resources department of the employer company with a cost-effective way to provide ancillary benefits, and to manage relationships with employees in order to enhance commitment to the company among the community of employees.
- Figure 29 provides a block diagram of the functional architecture of an Employee Portal 290.
- a configuration tool 291 is used to create logically separate, virtual instances 293 of the employee portal, tailored to meet the specific needs of each employer customer.
- the portal provider creates each of such instances by creating a new customer, exemplified in Figure 29 by Companies A, B, or C, and then configuring and assigning various information entities 295 to the portal space 293 created for the customer.
- an administrator typically a human resources representative of the employer customer uses an HR Administration tool 292 to perform administrative tasks such as adding and deleting employees, configuring and administering the information entities 295, and in some cases, creating new entities, for example, broadcast messages and local merchants.
- employee portal database 294 Customer entities, employee entities, and all information entities are housed in an employee portal database 294. Additional functional components of the Employee Portal 290 include a portal engine 296, a company and user profiling and targeting engine 297, a presentation and template engine 298 and a security layer 299. It will be apparent to those skilled in the computer science and automatic data processing arts that the various functional components of the employee portal may be implemented in a variety of ways. They may be separate modules within a single software application, or they may be separate, but related software applications. Finally, they may be separate hardware components programmed to perform each function. The several components of the Employee Portal are explained in greater detail herein below.
- FIG. 1 the home page 10 of an employer company's intranet is shown.
- the intranet is viewable in a web browser from any employee's computer, as the employer may have it configured.
- Access to the Employee Portal is gained through a hyperlink 11 from the company's intranet.
- the employee follows the indicated hyperlink.
- Access to the Employee Portal is controlled through a sign-on facility.
- the sign on facility can be configured so that the sign on is automatic, granting the employee immediate access to the Employee Portal, or the sign-on can be manual, in which case the employee is required to supply a user name and a password to access the portal.
- Employees may access the portal from the employer's premises or from a remote location such as a home office.
- the Employee Portal is a customized extranet accessible from the employer company's intranet. While the current embodiment of the invention is provided over publicly accessible telecommunications networks, the Employee Portal is not publicly accessible; access being limited to those individuals specified by a designated Administrator of the Employee Portal. Typically, the designated administrator is a human resources representative of the employer company.
- the Employee Portal is co-branded with the logo of the employer company 21 as well as the portal provider. The appearance of the Employee Portal can be further customized by the provision of a customized welcome message 22.
- the invented Employee Portal is a scalable, customizable software application leased to the employer company by a service provider.
- One skilled in the art will appreciate that the invention is provided using commonly known Internet portal technology.
- the view that greets the employee as they log onto the portal may vary according to the configuration set by the Administrator.
- the Administrator may enable and disable communications and community tools according to the needs and preferences of the employer company.
- the employee's personal calendar 23 for the day is displayed alongside a listing of employee-published classified ads 26, both tools described in greater detail further below.
- a pull-down menu of company bookmarks 24 is visible, granting the employee ready access to a variety of frequently accessed documents and Internet sites.
- a listing of Broadcast Messages 25 is also visible. Broadcast Messages are a convenient tool for disseminating information and announcements across an organization.
- the Broadcast Message may also be published to specific target groups of employees, a single department or team for example. Thus the content of the message may be targeted to a specific target group.
- the capability of targeting information and services to the needs and interests of specific target groups is common to many of the tools incorporated into the Employee Portal, and is discussed in greater detail below.
- the invented Employee Portal has the capability of segmenting a population of users into target groups.
- a rule-based configuration tool allows the segmenting of the employee population into target groups of any size and configuration according to the employer company's business rules. Therefore, employees may be segmented according to work group, or geographic area, or management level or any other group required b y the employer's business rules.
- the segmenting capability is highly flexible, allowing for extremely large target groups and conversely, even a target group of one.
- the target groups and the rules for membership are established by the employer and furnished to the service provider prior to deployment of the Employee Portal within the company.
- the target groups are not static. That is, they are not lists of employees saved to a database. Rather, the configuration tool evaluates in real time whether an employee qualifies for membership in a specific target group according to the rules specified for target group membership.
- Most of the services provided by the Employee Portal may be targeted according to membership in such segmented target groups.
- the Human Resources department may wish to publish a Broadcast Message alerting a marketing group in a specific geographic region to an upcoming marketing seminar in that region.
- the Administrator publishes the message, they can specify that the message only be published to the desired marketing group. The message will only be published to those who satisfy the requirements for membership in the target group; no one else will see the message.
- the Home Page described above is exemplary only.
- the Home Page may incorporate any of the following services and tools:
- the HR Administrator who can enable or disable any of the tools, determines whether or not a service or tool is available to the employee population. Alternatively, they may grant certain target groups access to a particular tool and deny access to other target groups.
- the provided suite of communications tools includes:
- the invention also provides the employer with the capability of granting employees access to externally acquired information resources such as news, stock quotes, and weather.
- the provided suite of Community Tools includes:
- Each of the major functional areas comprises a home page with several supporting pages. Some of the features of the Home functional area, represented by the Home Page have already been described.
- Some of the communications and community tools are visible across more than one of the functional areas. For example, Employee Classifieds may be viewed from the Home Page or from the Community Page. An Employee may view their individual calendar from the Home Page or the Community Page.
- Figure 3 shows a detail of the Company Bookmarks pull down menu 24 and the Broadcast Messages 25. Both tools can be viewed by the entire employee population or the HR Administrator may make either of the tools accessible to selected target groups only. Both tools are read-only to the employee user. Company Bookmarks and Broadcast Messages are published by the HR Administrator using corresponding publishing tools accessible through the Admin area.
- Bookmarks Bookmarks serve as a time saving tool for HR. They can be used to supply company-specific information and to easily answer frequently asked questions. For example, if HR receives repeated information requests from employees wanting details about their benefits, 401k plan or other company policies, HR can publish a Bookmark to the entire company, or to specific target groups, linking them to a site on the corporate intranet or the Internet that can answer their questions for them. Bookmarks can also be used to send out links to the company phone list, industry-related Websites and pages on the corporate intranet that may otherwise get overlooked.
- Bookmarks are created by HR, using a Bookmarks option in the Admin area.
- the Bookmark tool is forms-based, requiring the filling out of form-fields, including:
- the Bookmark can be assigned to a folder. Creation of folders is described below. A folder can be chosen from a pull down menu of available folders.
- Folders are an organizational tool for categorizing Bookmarks and other information products of the Employee Portal. Folders make it easier to locate Bookmarks and are therefore a time saving tool for both the employee user who is looking for information and the HR administrator who wants to edit or delete a Bookmark.
- the HR administrator may create folders by selecting the 'Add Folder" button of the Bookmarks tool, naming the folder and specifying who the folder should b e visible to: the entire company, or selected target groups. Bookmarks may also be edited and deleted. Deleting obsolete bookmarks diligently increases the tool's effectiveness. Folders may also be deleted. Bookmarks within a folder are deleted with the folder. Broadcast Messages
- Broadcast Messages are a convenient way to send news flashes, reminders and concise information to target groups within the employer company, thereby enhancing communication between the employer and the employees.
- Broadcast Messages appear on the employee user's Home Page and Community pages under the heading 'My News from HR.' A typical Broadcast Message has three parts:
- the administrator selects the Broadcast message option Admin area, which grants access to a listing of all current messages, and presses the provided 'Add new message' button 41.
- a form is presented, as shown in Figure 5, and the provided fields are filled-out:
- the HR administrator specifies recipients for the message. Broadcast Messages can be published to a Target Group, or they may be sent globally, ensuring that everyone who signs on to the Employee Portal will see the message. Finally, effective dates for the message are specified, and it is published after it is saved. All messages are retained in a database hosted by the Employee Portal service provider until the HR administrator deletes them. To maximize the effectiveness of the tool, the Administrator should regularly purge out-of-date messages.
- FIG. 6 shows the Discounts Home Page.
- the vendors are grouped by category and sub-category, with the list of categories displayed in the Table of Contents Frame 31 and again in the main content frame 32 of the window. Both categories and vendor list are customizable by the HR Administrator, which provides the employer with an important advantage. Since the Administrator can prevent any vendor from being displayed, employers are able to avoid conflict-of-interest situations in which the list of available vendors includes a competitor, thus the employer is prevented from having to offer the competitor's products for sale to their own employees. The Administrator can also prevent any category or sub- category from being displayed. In addition to being able to turn a vendor or discounts sub-category or category off, the employer can also selectively provide access to various target groups.
- the employer is thus able to create customized shopping areas for different groups of employees.
- groups may be subsidiaries or regional offices.
- the vendor relationships are established by the Employee Portal service provider, in which the vendors agree to provide services and merchandise to users of the Employee Portal at deeply discounted prices. The relationship is advantageous to the vendors because they gain access to a pool of highly qualified prospective buyers.
- the employee views a vendor's products through direct access to the vendor's site.
- Discounts area constitutes an extranet, to which the company intranet is linked through the Employee Portal. Access to the extranet is limited to account holders of the Employee Portal.
- a Featured Discounts Section 33 allows special promotions and commercial discounts. As the detail view of Figure 8 shows, the Featured Discounts section can be viewed from other areas as well as from the Discounts Page.
- Figure 7 shows a listing of sub-categories 71 and vendors 72. While most purchases are transacted directly with the vendors at the vendor site, certain products and services may be purchased from the Employee Portal service provider, for example movie tickets or tickets to amusement parks.
- Figure 9 provides a view of an exemplary online order form 91 to be filled out by the employee in purchasing products from the service provider.
- the My Account area allows the employee to enter contact information in a form and save it; subsequently, the fields of order forms in the Discounts area may be automatically populated with the employee's contact information, sparing the employee the time and effort required to fill out order forms repeatedly.
- the Community tab gives the employee access to the Community home page. As Figure 10 shows, some of the services available from the Home Page can also be accessed from the Community home page: Company Bookmarks 24, Broadcast Messages 25, and Employee Classifieds 26. An employee Suggestion Box 101 is described further below. Calendaring Tool
- the Company Calendar 102 published by the Administrator, is read-only to the employee in the default condition.
- the Administrator may publish one or more Company Calendars, and the administrator may also publish public groups, each public group having a calendar. While the various calendars have been previously described as separate tools, the calendaring function in the Employee Portal is actually provided by a single calendaring tool that allows Company, Group and Individual views.
- the calendaring tool provides the following features:
- Calendar a calendar is associated in a one-to-one relationship with a group. Each group has a calendar and each calendar is associated with one group. Groups can be private or public.
- Public Group Public groups are only published by those having administrator access. Public groups are organized into browse-able categories and sub-categories; Public groups must be placed at the sub- category level. Users can view public group info (calendar, contacts, bulletin board), but do not join (i.e. there is no member list associated with public groups). The HR administrator sets read/write permissions to the various functions (to-do, calendar, bulletin board, contacts) of public groups.
- Private groups are created by employee users.
- the administrator (creator) of a private group can set read/write access to the various functions (to-do, contacts, bulletin board, etc) as well as decide who gets to join the group. Entry to private groups is either by the invite method or the password (key) method.
- key method an employee user requests the key for a group from the group administrator.
- My Personal Organizer This is simply a group with one member (the owner) with no read or write access by any others and no ability to invite other members to view one's personal organizer. This is a user's private workspace. The employee may subscribe to other public or private group events from their personal calendar so that these outside events appear on their personal calendar.
- Event Subscriptions Or simply, “Subscriptions”, allows an employee user to include other event information on their personal organizer. The user can subscribe to public or private group events. Subscriptions are at an event level only. This is to avoid confusion, plus the "Views" described below give the user calendar level viewing control.
- HR defines the Categories and Sub-Categories where the public groups/calendars that they publish will appear. Only HR can publish public groups and all of these public groups must appear within a sub-category of this structure. Sub-categories and Categories can be deleted, but if any groups are contained within, HR will be warned before deleting the category or sub-category. Public groups can be easily reassigned to any category and sub-category.
- Views are simply groupings of calendars "rolled-up” or overlaid on a single calendar view.
- the current "All Groups” option on the pull-down navigation list within is a view of the roll-up of all of the users calendars/groups.
- Two types of views are provided: Company-defined, and User-defined. Views put the system into a read-only mode where new events cannot be added until the user changes into a specific group.
- Company Views HR can define as many views as they wish to appear in the "Company Views" part of the drop-down navigation list.
- Company Views are set in the Admin area. Each of these views can contain roll-ups of as many public groups as the HR Administrator desires. Only public groups are allowed in Company Views. Users cannot edit or delete Company Views from their drop-down navigation lists.
- FIG 11 An Exemplary Company view is shown in Figure 11.
- a discussion board feature 111 allows users to view notices published to the discussion board and to publish notices of their own.
- a typical use for the discussion board would be to publish referrals: for example a dependable baby-sitter or a good restaurant.
- to publish a notice an employee user accesses a form 121 ; fills it out; and clicks a "post item" button 122, and the notice is published.
- group administrators set permissions for the discussion board: either HR for public groups, or the group creator in the case of a private group.
- a pull-down menu 141 gives the user convenient access to all of the views available. These may include company calendars, bulletin board, employee classifieds, and group calendars.
- a group management tool 142 shown in detail in Figure 15, allows the employee to manage their participation in the various private groups to which they may belong.
- the group management tool previously mentioned includes the following tools:
- Figure 16 provides a detailed view of an individual Calendar view 23 as it is displayed on the Employee Portal Home Page.
- the view also includes Employee Classifieds 26.
- Figure 17 provides a detail of the Employee Classifieds tool on the Community home page.
- the Employee Classifieds tool provides the following features:
- Ads expire upon end of duration, unless extended.
- Ads in List View are sortable by column headers (date, title, price, city, ad type).
- Ad types "for sale” or “wanted”. • Classified ad URL clickable (spawns new browser window filled with ad
- Figure 18 shows a listing of classified ad categories and sub-categories 181 with graphical visual indicators 182. Each category is a clickable hyperlink that takes the user to a succeeding page.
- Figure 19 shows the individual classified ads in list view 191. As previously mentioned, the ads are sortable by column header.
- the Employee Portal incorporates A Suggestion Box 101 , shown in Figure 18, within the Community area of the portal to allow employees to give feedback to HR or the Employee Portal service provider.
- the Suggestion Box Tool provides: • Employees a forum to submit ideas to the company. • HR a tool for promoting, tracking, implementing, and rewarding suggestions.
- the Suggestion Box lies in both the Community Area Employee of the Portal and in the Admin area.
- the suggestion box tool is form-based and allows for suggestions to be submitted (optionally anonymously) into various programmable categories. Most of the functional components of the tool reside within the Admin section, allowing HR to set suggestion categories, set-up e-mail distribution lists, and track, organize, and act on suggestions. In the community area, the basic form is presented to the employee.
- Suggestion Category employees use a pull down menu to choose a suggestion category.
- the employee may then be asked the following questions:
- HR may elect to publish the suggestion, as a Broadcast message, for example.
- HR configures the appearance of the form, including:
- the employee submits the suggestion, by clicking a submit suggestion button. Once the "submit suggestion" button is clicked, the entry is recorded in a suggestion database hosted by the Employee Portal service provider, and an e-mail message is automatically sent to the e-mail addresses that HR has configured for that category.
- Suggestion management involves:
- the HR administrator may also set the introductory message, the confirmation message, and the optional questions. From the Admin area, categories may b e edited and deleted and entirely new ones created. Additionally, the HR administrator may also turn off the suggestion box so that it is completely unavailable.
- a menu of options 212 includes: • Contact Info
- 'My Account' gives the individual employee user the capability to personalize and manage their Employee Portal account.
- the 'Contact Info' option allows the employee to enter and save their contact information, both for home and work. After the employee supplies the contact information, it is automatically supplied to fill out forms for purchases in the Discounts area. Employee users may also edit previously supplied contact information.
- the Transactions' option allows the employee to view a record of purchase transactions.
- the 'Product Interests' option allows the employee user to indicate general product categories in which they are particularly interested.
- the information is captured by the Employee Portal service provider, and later utilized to target discounts and promotions to the needs and interests of the employee user.
- the 'Service Interests' option functions in the same manner as the 'Product Interests' option, previously described.
- the employee user indicates general service categories in which they are particularly interested.
- the information is captured by the Employee Portal service provider for subsequent use.
- the 'Event Reminders' option allows the employee user to specify dates and events, such as important birthdays, about which they would like to be reminded by means of a notice published to their personal calendar.
- the 'Change Password option allows the employee user to change their password for access to the Employee Portal.
- Figure 22 provides a view of the main page of the Admin functional area.
- the Admin area houses an array of administrative and publishing tools with which the HR administrator may manage and configure the Employee Portal.
- the options accessible from the main Admin page are: Bookmarks Broadcast messages • Calendar
- the Employee Access tool allows the HR administrator to add new employee users, to deactivate employee users, and to edit employee profiles.
- Figure 23 shows the main page of the Employee Access tool.
- a first button 231 allows the HR administrator to create a new employee profile, whereby portal access is given to a new employee.
- a search button 232 gives the Administrator access to a screen for searching the database for an existing employee profile for subsequent editing or deactivation. Referring now to Figure 24, the search screen is shown, with fields 241 , 242 for the last name and first name. After entering the employee name in the provided fields, clicking a search button 243 executes the search.
- Figure 25 shows a search results screen, with a list of employee names 251 meeting the search criteria. Access to the employee profile is gained b y following the employee's name hyperlink.
- Figure 26 shows an employee profile screen providing contact information 261 , custom fields 262, specifiable by the HR administrator, portal access dates 263, wherein the dates for which the employee is to be granted access to the Employee Portal are specified, and edit 264 and cancel 265 buttons. Clicking the edit button allows changes to be made to the information in the form fields.
- New employee profiles may also be created by the Employee Portal service provider, either before deployment of the Employee Portal in the employer company, or as periodic updates to the database of profiles.
- a large number of profiles may be created globally using a data file provided to the Employee Portal service provider by the HR Administrator. The data structure for the data file specifies all the information required to create an employee profile.
- the Vendor Publication option allows the HR administrator to create pages to be viewed in the Discounts Area for vendors that the employer company may have an established relationship with, independent of the vendors provided by the Employee Portal.
- a list of such vendors 271 is displayed on the main page of the Vendor Publication Tool.
- a 'create vendor page' button 272 launches a wizard application that guides the HR administrator through the creation of a new vendor page.
- Figure 28 shows a view of the Vendor Page Creation Wizard. Once a new vendor page is created and saved, the vendor is displayed in the vendor list. To activate the page, the corresponding 'Active' box 273 is checked; the 'Activate selected vendors' Button 274 is clicked; and the vendor is published to the Employee Portal.
- the Help section is accessed from the Help tab.
- the Employee Portal provides user Help for employee users and Admin Help for administrative and publishing tools.
- the Help home page is organized as a hyperlinked Table of Contents structured to mirror the categories and functions of the Employee Portal. The following Help categories are provided:
- Each Help category has sample topics to give the employee user an idea of the type of information associated with a particular topic. Selecting any of the Help category hyperlinks navigates the employee user to the Help page for that category. If a sample topic is selected, the user will be navigated to the associated help screen and taken directly to the section that pertains to the selected link. Each Help category has a link to an email form, to contact the Employee Portal service provider, in case a user is unable to locate the desired information.
- the Admin Help page is similar to the User Help page in organization and function.
- the Help categories in the hyperlinked Table of Contents mirror the Employee Portal and Admin tool categories, and sample topics are provided, as with User Help. Additionally, a FAQ section is provided.
- the Employee Portal also incorporates a report-generating functionality.
- the Reports function is accessible only to administrative employees of the Employee Portal service provider. Typical target audiences for the reports are: Sales, Marketing, Customer Service, and Management employees of the Employee Portal service provider, although certain of the reports are available to clients, that is, employer companies, and vendors, as well.
- the reports are rendered using a commonly known report-writing tool. Some reports are generated automatically at specific time intervals, daily or weekly for example, and others are generated on demand.
- the typical method of distributing and viewing reports is online, through a web browser. In general, report content deals either with Employee Portal usage or revenue generation.
- a novel configuration tool, the configurator 290 allows for logical separation of each employer customer's portal space, rather than necessitating the creation of physically separate instances of the portal application for each employer.
- a portal may be very rapidly deployed at a cost significantly lower than that of conventional portal implementations.
- both the portal provider and the individual companies create resources that are targeted to specific groups.
- the target groups are specific companies, or employer customers.
- the target groups are specific departments or specific offices; or the target groups may be defined by any combination of other variables that describe an employee. Consequently, the configurator serves to enable the portal provider and the employer customers in defining the various content entities -and distributing them to specific audiences.
- Entities are created by different stakeholders, as shown in the table of exemplary entities below:
- Entities created by the portal provider are rolled out in a multi-stage process. Briefly, the stages of the process are:
- Deploying a portal for a new customer entails the creation of a new customer entity.
- Vendor records for portal provider specified vendors and company- specific vendors are edited in 'Modify' mode
- Trees are expandable and collapsible
- Target Group Definition screen • Clicking a current group name navigates user to Target Group Definition screen in 'Modify' mode.
- Target groups are defined using Boolean statements; • Global and employer-specific target groups may be defined;
- Target Groups may be deleted
- Vendors are assigned to categories and sub-categories.
- Vendors may be deleted from a category or sub-category.
- a customer is selected from a list of customers, and appropriate categories assigned to the customer;
- the central administrator has created a logically separate, virtual instance of the employee portal, tailored to meet the specific needs of the employer customer.
- Discounts/Promotions Screen • Grants access to Define Discounts/Promotions Screen. Define Discounts/Promotions Screen • 'Modify' allows editing and deletion of current discounts and promotions;
- Placement Strategies List screen • Lists all active placement strategies
- An exemplary embodiment of the invention includes at least the following tables;
- the tables listed above include all of the major entities of the Employee Portal. However, additional tables are included in the database schema of the Employee Portal; for example, tables to link associated entities.
- the above listing of tables is provided merely for description and is not intended to limit the invention.
- Other database schemas equally suitable will be readily apparent to those skilled in the art of database design.
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Abstract
Description
Claims
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU12210/01A AU1221001A (en) | 1999-11-04 | 2000-10-20 | Employee portal and method of use therefor |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US16364799P | 1999-11-04 | 1999-11-04 | |
US60/163,647 | 1999-11-04 |
Publications (3)
Publication Number | Publication Date |
---|---|
WO2001033392A2 WO2001033392A2 (en) | 2001-05-10 |
WO2001033392A9 true WO2001033392A9 (en) | 2002-05-10 |
WO2001033392A3 WO2001033392A3 (en) | 2002-07-11 |
Family
ID=22590942
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
PCT/US2000/029086 WO2001033392A2 (en) | 1999-11-04 | 2000-10-20 | Employee portal and method of use therefor |
Country Status (2)
Country | Link |
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AU (1) | AU1221001A (en) |
WO (1) | WO2001033392A2 (en) |
Cited By (1)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US10242343B2 (en) | 2012-04-03 | 2019-03-26 | Sears Brands, L.L.C. | Methods and systems for connected sales associate services |
Families Citing this family (9)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
JP3941358B2 (en) * | 2000-08-22 | 2007-07-04 | コクヨ株式会社 | Ordering / ordering system, storage medium, and distribution support system |
EP1333386A1 (en) * | 2002-01-08 | 2003-08-06 | Sap Ag | Providing web page for executing tasks by user, with data object |
SG111078A1 (en) * | 2002-08-06 | 2005-05-30 | Lye Kiat Ng | Benefits management system |
CA2406569C (en) | 2002-10-04 | 2011-03-22 | Ibm Canada Limited-Ibm Canada Limitee | Method and apparatus for enabling associated portlets of a web portal to collaborate for synchronized content display |
CA2406565A1 (en) * | 2002-10-04 | 2004-04-04 | Ibm Canada Limited-Ibm Canada Limitee | Method and apparatus for using business rules or user roles for selecting portlets in a web portal |
CA2406713C (en) | 2002-10-04 | 2009-06-30 | Ibm Canada Limited-Ibm Canada Limitee | Method and apparatus for relaying session information from a portal server |
US7472170B2 (en) | 2003-02-13 | 2008-12-30 | Bruce Zak | System and method for managing content on a network interface |
US9754039B2 (en) | 2006-09-12 | 2017-09-05 | International Business Machines Corporation | Dynamic context-sensitive integration of content into a web portal application |
US10163064B2 (en) * | 2012-04-03 | 2018-12-25 | Sears Brands, L.L.C. | Methods and systems for connected sales associate services |
Family Cites Families (5)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5941947A (en) * | 1995-08-18 | 1999-08-24 | Microsoft Corporation | System and method for controlling access to data entities in a computer network |
US5892905A (en) * | 1996-12-23 | 1999-04-06 | International Business Machines Corporation | Computer apparatus and method for providing a common user interface for software applications accessed via the world-wide web |
US6038668A (en) * | 1997-09-08 | 2000-03-14 | Science Applications International Corporation | System, method, and medium for retrieving, organizing, and utilizing networked data |
US5999978A (en) * | 1997-10-31 | 1999-12-07 | Sun Microsystems, Inc. | Distributed system and method for controlling access to network resources and event notifications |
JP3937548B2 (en) * | 1997-12-29 | 2007-06-27 | カシオ計算機株式会社 | Data access control device and program recording medium thereof |
-
2000
- 2000-10-20 WO PCT/US2000/029086 patent/WO2001033392A2/en active Application Filing
- 2000-10-20 AU AU12210/01A patent/AU1221001A/en not_active Abandoned
Cited By (1)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US10242343B2 (en) | 2012-04-03 | 2019-03-26 | Sears Brands, L.L.C. | Methods and systems for connected sales associate services |
Also Published As
Publication number | Publication date |
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WO2001033392A2 (en) | 2001-05-10 |
WO2001033392A3 (en) | 2002-07-11 |
AU1221001A (en) | 2001-05-14 |
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