People Admin 7 Department ChairManager Training People Admin

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People. Admin 7 Department Chair/Manager Training

People. Admin 7 Department Chair/Manager Training

People. Admin – What’s New Upgrade from People. Admin 5. 8 To People. Admin

People. Admin – What’s New Upgrade from People. Admin 5. 8 To People. Admin 7. 0

People. Admin – What’s New • New user groups • Full electronic approval process

People. Admin – What’s New • New user groups • Full electronic approval process • Users can have multiple user roles and toggle between views depending on what you need to do • In. Box/Watchlist • Utilization of the “Back” button • Applicant Tracking has pre-screening questions and data summaries to assist in applicant review

People. Admin – What’s New • Real time reporting using Saved Searches ØHR will

People. Admin – What’s New • Real time reporting using Saved Searches ØHR will set up basic searches ØUser can set up individual searches for those he/she has access to view ØCan add/change fields to report but you can’t change who shows up in your Saved Search ØCan export results to Excel

People. Admin – What’s New • Critical hire process/form will be incorporated into the

People. Admin – What’s New • Critical hire process/form will be incorporated into the PA process – No more paper forms!! • All staff and student positions began using PA on Dec. 10, 2015 • Faculty will use PA – TBD • Performance Evaluations for staff positions will go through PA beginning January 2016 (for 4/1/15 -12/31/15 evaluation period)

People. Admin – How to Access • Same URL as previous version https: //jobs.

People. Admin – How to Access • Same URL as previous version https: //jobs. westga. edu/hr • Login using your UWG credentials • Use Firefox or Chrome – DO NOT user Internet Explorer!

People. Admin – Overall Process Position Management Performance Management Applicant Tracking Hiring Proposal

People. Admin – Overall Process Position Management Performance Management Applicant Tracking Hiring Proposal

People. Admin – User Types for Staff Positions • • • Employee Initiator Department

People. Admin – User Types for Staff Positions • • • Employee Initiator Department Chair/Manager Department Budget Manager Dean/Director/AVP VP/Provost Office Budget Approval (AA and SAEM only) Vice President Search Committee Chair Student Initiator – student positions only Student Department Manager – student positions only

People. Admin – User Types Defined • Department Chair/Manager – this user role has

People. Admin – User Types Defined • Department Chair/Manager – this user role has access to create/review/edit and approve any data entry in the PA system. The user is also able to review and approve the information that has been submitted by an Initiator. • Department Chair can initiate using Department Chair/Manager role • Remember – one individual can have multiple user types. He/she must select the user type for the role he/she needs to take action on.

People. Admin – Other User Types • • • Budget Human Resources Career Services

People. Admin – Other User Types • • • Budget Human Resources Career Services (for student positions) SRAP (for student positions) Financial Aid (for student positions)

People. Admin – Workflow Review

People. Admin – Workflow Review

People. Admin – Actions • As the Department Chair/Manager role, you will need to

People. Admin – Actions • As the Department Chair/Manager role, you will need to review the position details. You can also edit the information if necessary • Two actions that can be taken upon review: ØApprove and submit to HR Classification ØReturn transaction to Initiator

People. Admin – Home Page Layout

People. Admin – Home Page Layout

People. Admin – Home Page When using People. Admin, must determine two things: 1.

People. Admin – Home Page When using People. Admin, must determine two things: 1. What user role do I need to use? Employee, Department Chair/Manager, etc. 2. What type of action do I need to take? Applicant Tracking or Position Management?

 • Blue background = Applicant Tracking • Orange background = Position Management •

• Blue background = Applicant Tracking • Orange background = Position Management • Purple background = Performance Management

People. Admin – Changing Roles & Modules • Always click the refresh button whenever

People. Admin – Changing Roles & Modules • Always click the refresh button whenever changing roles or modules – you will also see a green bar indicating a user type change.

People. Admin – Inbox • An email will be received when you have a

People. Admin – Inbox • An email will be received when you have a transaction in your Inbox awaiting approval • Log into People. Admin; select Position Management (orange background) and select the Department Chair/Manager role. • View your Inbox

People. Admin - Inbox • Your Inbox is where you will see all transactions

People. Admin - Inbox • Your Inbox is where you will see all transactions that are awaiting your approval • The Inbox has different “mailboxes. ” Make sure you select the appropriate tab to view the transaction that you want to take action on.

People. Admin – Inbox

People. Admin – Inbox

People. Admin – Inbox Review and Edit as necessary

People. Admin – Inbox Review and Edit as necessary

People. Admin – Watch List • Watch List can be used to “watch” a

People. Admin – Watch List • Watch List can be used to “watch” a transaction and to identify which workflow state it is in

People. Admin – Workflow History • History tab will record all actions taken and

People. Admin – Workflow History • History tab will record all actions taken and date/time of action

People. Admin - Demonstration • Demonstration of Approving a Transaction

People. Admin - Demonstration • Demonstration of Approving a Transaction

People. Admin – Dean/Director/AVP • If you are approving the action as a Dean/Director/AVP,

People. Admin – Dean/Director/AVP • If you are approving the action as a Dean/Director/AVP, logging into the system is the same • Select the Dean/Director/AVP role under Position Management

People. Admin – Dean/Director/AVP • Locate transaction in your Inbox • Dean/Director/AVP can either

People. Admin – Dean/Director/AVP • Locate transaction in your Inbox • Dean/Director/AVP can either return the transaction to the Initiator or the Department Chair/Manager or approve and submit to either the VP/Provost Office Budget Approver (for AA and SAEM only) or to the Vice President for review • Dean/Director/AVP cannot edit

People. Admin – Dean/Director/AVP

People. Admin – Dean/Director/AVP

People. Admin – Inbox for Multiple Roles

People. Admin – Inbox for Multiple Roles

People. Admin – Contact Information Staff Classifications Sandra Huey shuey@westga. edu 678 -839 -6403

People. Admin – Contact Information Staff Classifications Sandra Huey shuey@westga. edu 678 -839 -6403 Temporary Staff Position Postings Rebecca Mc. Gee rmcgee@westga. edu 678 -839 -6403 Regular Staff Position Postings Denise Fowler dfowler@westga. edu 678 -839 -6403 Vickey Pollard System Support and Reporting vpollard@westga. edu 678 -839 -6403 Faculty Position Postings Alicia Hargraves ahargrav@westga. edu 678 -839 -5194 ITS Help Desk Single Sign On Issues only servicedesk@westga. edu 678 -839 -6587

THANK YOU!!

THANK YOU!!