All HR Get-Together An Update on ESUP for HR Professionals
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Transcript of All HR Get-Together An Update on ESUP for HR Professionals
All HR Get-TogetherAn Update on ESUP for HR Professionals
August 7, 2014
Welcome
Kathy Brown Vice President for Human Resources
PMO Update & Looking Ahead
Dennis WenzelExecutive Program Director
It’s been a long road
● Incredible amount of work● Almost 9k hours to build HRMS mods● Hasn’t been easy
○ Difficult decisions○ Acted as One University to eliminate 60%
of the modifications● Built long lasting, institution-wide
relationships
PMO and Metrics
● Support work streams to address issues and remove roadblocks
● Built effort-based tracking system to monitor progress across each work streams
○ 250+ UMN staff and contractors
Implementation readiness
Training course development
Defect identification/resolution
Test script execution
Modification Build Status
Report Development Effort Burn Down
Application Development Effort Burn Down
Change ManagementSa
mpl
e M
etric
s
ESUP Stats
What the Portal will be
● Scenario execution for HRMS going well
● Done with the build● Moving into testing
execution
● Detailed TM4 planning started yesterday
● 12-hr shifts
AppDev Testing
● Vice Provost for Faculty and Academic Affairs Allen Levine (chair)
● Vice Presidents Kathy Brown● Vice Provost and Dean Robert
McMaster● Vice President Richard
Pfutzenreuter● Vice President Scott Studham
What the Portal will be
What the Portal will beAppreciate the hard work;
respect the difficult decisions
Great collaboration, partnership, &
problem solving
Meet weekly to review Program status
Executive Oversight Committee
TESTING DEPLOYMENT TRANSITIONDEVELOPMENT TESTING
Single go-live day for all systemsUniversity faculty, students, and staff will be impacted at once1
2
3
Post go-live defects will cause noiseThis is common in large system deployments
Cultural changeMajor business changes taking place at once
Keep in mind...
Full utilization of ESUP toolsSystems of this size need an on-going roadmap for future improvements, enhancements, and management to succeed 4
5Staff/team fatigue
Team needs to continue maintaining a high level of productivity
Keep in mind...
How can we help each other?
What the Portal will be● Email me:
[email protected]● Submit questions to
[email protected]● Tell us how we can better
support you
● Support the process● Help manage expectations● Continue to be a champion for
the program● Stay informed: upgrade.umn.edu
UsYou
Work Stream Intersections
Sue Van VoorhisLori Lamb
Mike Volna
What Will We Cover Today
● Collaboration Across Work Streams● Major Changes
○ Finance○ Student○ HRMS
● Points of Intersection
Collaboration Across Work Streams
About the Finance Upgrade
● EFS portion of ESUP is primarily a “technical upgrade.”● Changes focus on highest priority “pain points” and
opportunities resulting from new functionality in 9.2● EFS training for upgrade will be limited to new training on
the things that are changing● Communications about specific changes will be targeted
toward users with access to current functionality● RRC Managers and Cluster Directors are a key audience
and kept abreast of what is happening
Reporting
What’s Changing in Finance
PeopleSoft’s My Wallet functionality will be used, rather than our current custom pages.
● The business process and types of purchases one can make with the card remain the same: people still make and justify purchases, account for the activity, and route it for review
● Some colleges or units may choose to modify their related business processes along with this system change
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
PeopleSoft-delivered work centers pull together system functions and features into one place, making it easier for people to get work done.
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
Chart of account change requests will be within PeopleSoft, as an automated form and process.
Requests will be routed via workflow and approval.
BPEL goes away.Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
Budget adjustments will be done directly in Commitment Control in the future.
Effects of budget journals will be immediate within the Finance system and will process overnight to HRMS and Student systems.
Updated journal process will allow $0 dollar adjustments and will not require a reversal.
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
Budget checking on non-sponsored activity will include the full chart string (not to include the “Account” value).
Will prevent usage of unplanned-for chart of account strings and limit expense activity to what has been budgeted.
(effective July 1, 2015)
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
Workflow and Approval has been improved.
All approvals will be configured to have a more consistent look and feel across transactions.
There is an “Approval Work Center” that brings together all transaction types for primary and “pooled” alternate approvers.
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
The portal will be the mechanism for access to all enterprise systems and related information.
Finance content in the portal at launch will focus on procurement, travel, and a replacement of the EFS message board.
Finance functionality will be added over time.
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
Reporting
What’s Changing in Finance
Existing reporting database will be retrofitted, with limited data changes.
All Finance reports currently available in UMReports will be brought forward.
A new reporting work center will be introduced. New tools (UM Analytics) are on a separate timeline from the upgrade.
Workflow & Approval
Budget Checking
Budget Journals Adjustments
Chart of Accounts Request
Work Centers
PCard Reconciliation
Portal
About the Student Upgrade
● This is an upgrade for Student (CS), not a new system○ System improvements going from 8.9 to 9.0○ Many at the University know the system well○ Counterparts across the country have used 9.0 for years
● Each functional area within Student has a Functional Steering Committee
○ System campus representation on each FSC with one vote per campus for decision-making
○ FSC members consulted with subject matter experts and stakeholders on their campuses
What’s Changing in Student
Registration Grad Planner
PeopleSoft
APLUS APAS
Grading
PeopleSoft
APLUS APAS
Registration Grading
Grad Planner
What’s Changing in Student
Billing DatesSelf-Service Payment Plans Direct Deposit TOEFL
The most significant change in the Student upgrade. Moving from custom-developed applications to delivered self-service (presented in the new MyU).
One Stop is not going away.
What’s Changing in Student
Billing DatesSelf-Service Payment Plans Direct Deposit TOEFL
Billing cycle will change from every four weeks to monthly and commence about three weeks earlier (starting fall 2014). First billing due date is prior to first payment to graduate assistants.
Graduate assistants will not be assessed a late fee on the first bill.
What’s Changing in Student
Billing DatesSelf-Service Payment Plans Direct Deposit TOEFL
Installment plan on student accounts no longer automatic.
Students will need to opt-in to an installment plan (if desired) and pay an installment fee.
What’s Changing in Student
Billing DatesSelf-Service Payment Plans Direct Deposit TOEFL
Student refunding is moving out of HRMS Payroll into FIN Accounts Payable, requiring a separate direct deposit set-up.
Student workers will need to have two direct deposit set-ups.
What’s Changing in Student
Billing DatesSelf-Service Payment Plans Direct Deposit TOEFL
TOEFL test score data will still be stored in Campus Solutions and available in HRMS to determine if an applicant has the acceptable level of English language proficiency for the teaching assistant program.
There is no change to this process.
Student Change Management, Communications & Training
Faculty Go-To
● 200+ staff identified for this advance team
● Designated resource for faculty● Understand changes coming for
faculty● Consult on tools and resources
needed● Be eyes and ears for faculty in their
units
Faculty Go-To Timeline
complete recruitment
Invitation and survey, finalize initial list
user acceptance testing dry run participants
learning labs
faculty advisory group
email all faculty
FCC
Council on Grad Ed
Dept. meetings
DGS & DUGS
2. faculty preview mtg 3. enhanced support orientation
TC Dean’s retreat
Senate committees
CRAD
1. kickoff mtg
Council on Undergrad Ed
profiles completed
presentations & messages delivered
forums/in- service/assembly
About the HRMS Upgrade
● The HRMS Upgrade is more accurately a reimplementation, requiring significant redesign of business processes
● In addition, we are implementing new functionality, including:
○ Electronic time and absence recording and approval○ Integrated recruiting and hiring functionality
What You Will Learn About HRMS
• Portal• Position Management• Recruiting Solutions• Appointment Structure• Benefits• Payroll Accounting• Electronic Time and Absence• Reporting Center• Training Plan
HRMS Framework
HRMS Process Flow Chart
Position Management
Create or Modify Position
Recruiting Solutions
Recruit
Performance Management
Separations /Retirement
Yes
No
Enroll in Benefits
Set up / Maintain Appt
Job Data(position
data)
Job Data (position & recruiting
data)
Employee enters through myU Portal
Time and LaborSubmit / Approve
Time
Absence Management
Submit / Approve Absence
Reporting Center
Non-employees:Add a
Person/POI
Dept needs to recruit?
Payroll / Payroll Accounting
Enter Payroll Distribution
Planning &
Strategy
Workforce Management
Talent Management
Talent Acquisition Onboarding Transition
HRMS Data Cleanup
● Data cleanup is a top priority between now & this fall
○ Data must be as accurate as possible before conversion & implementation
● We need the support of all colleges & units to be successful
● See the Data Cleanup schedule at: https://sites.google.com/a/umn.edu/hrms-project-work-stream/home/tools-and-resources
HR Stars: User Support Advance Team
In each unit, HR Stars:● Serve as positive, credible advocates for new system and processes● Receive training as unit “customer support” resources● Help colleagues navigate and troubleshoot system and processes● Are the “eyes and ears” for HRMS implementation in the units
What the Portal will be● Unique professional development
opportunity● Local resource to support the unit
and the HR Lead
● Over 100 Stars and growing● Regular meetings ● Coordinated with other Advance
Teams
Benefits Status
Poin
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Shared Person Data
Entering and updating personal information via self-service will be done in Campus Solutions for both employees and students. The data then will be sent to HRMS.
Also share processes:● Duplicate ID resolution● Address cleaner● Bio/demo types
Poin
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Student RefundsPo
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Student refunding as a process will be initiated within Campus Solutions and will message voucher information to Accounts Payable within the Finance system. A Single Pay Voucher in EFS will create a payment.
SEVIS
HRMS 9.2 delivered visa page will be used by SEVIS staff to enter International Student and Scholar data. It will then synched with Campus Solutions.
Poin
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Work StudyPo
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Custom HRMS processes are used to enter and maintain Work Study Award Job Placements and Work Study Item Type Splits. Then a custom process is run that determines eligibility, records distribution or earnings to the financial aid work study program, and monitors award limits.
Graduate Assistant Tuition BenefitPo
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A process is run in HRMS to determine eligibility, calculate benefit amounts, and update the students’ records. This process is also supported by Third Party Contract information that is entered into Campus Solutions. These contracts contain maximum tuition benefit amounts available to students.
Company UNSPo
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Company UNS is used to pay non-service fellowship awards to recipients of a fellowship funding under the National Research Service Award (NRSA) program sponsored by the National Institute of Health (NIH), the National Health Service Corps Scholarship Program, or the Armed Forces Health Professions Scholarship. The data originates in Campus Solutions and is processed in HRMS, and paid through payroll.
Payroll, Fringe and Student GL JournalsPo
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Pay and fringe are expensed on a bi-weekly basis as part of payroll processing. Retro adjustments to pay and fringe and student financial journals are processed nightly. Resulting journals are messaged to the General Ledger and processed as part of the GL Journal Voucher and Posting processes.
Chart of Accounts & BudgetPo
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Chart of account values and valid combinations of budgeted chart strings are sent to HRMS and Student systems. HRMS refers to this information as Combo Codes and Student refers to it as Item Types. Both are used in preparation of accounting functions in the two systems.
Payroll and Fringe Benefit EncumberingPo
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Pay and fringe are encumbered on a nightly basis—the resulting encumbrance journal is messaged to Finance and recorded into commitment control ledgers as part of the Budget Checking process.
Bringing it Together: Portal
Lori Lamb
What is the New MyU Portal?
What is the New MyU Portal?
What the Portal will be
● An aggregator: a centralized place to find tools and information
● The access point for PeopleSoft systems
● An easier, more effective place to do the work of the U
● A space for new software development
● The umn.edu homepage
What the Portal will be What the Portal won’t be
Additional Resources: New MyU Portal
What the Portal will bez.umn.edu/sneakpeekmyu z.umn.edu/portal
Sneak Peek Project Website
Position Management
Lori Mein
Position Management
Power of Position – New importance of position data• Position is the foundation, the heart of HR data and the starting
point for data integrity
Position data impacts several areas within PeopleSoft:• Recruiting Solutions• HR Appointment • Time and Labor• Absence• Benefits• Payroll Accounting
What the Portal will beWhat is changing What isn’t changing
Position Management
• Non-pooled positions
• Pooled positions
• Reports To
• Position Review
• Position Data Feeds to Job Data
• Department Enters Position
• Attributes must match with job data• Attributes must match with all
employees in the pooled position and with job data
• Workflow approvals before posting • Position data feeds to Recruiting
Solutions and to Job Data• Custom “front-end” goes away – direct
entry into Position Management
Position Management
• One position to one employee: When possible, represent employee and position relationship through a one-to-one association
• This relationship is a better match for Recruiting and functionality for the future
• Supervisors must be in distinct positions• It is permissible to have multiple head counts within a
position, as long as standards are followed
• Company• Standard Hours/FTE• Department• Full/Part-time• Location• FLSA Status• Job Code• Regular/Temporary• Union Code• Salary Admin Plan/Grade• Bargaining Unit• Business Title
Position Management
Matching Attributes between Position and Job Data
• Compensation Rate• Step• Employee Class• Pay Group
Attributes to be entered and modified in Job Data
Additional Resources
What the Portal will bez.umn.edu/sneakpeekposition z.umn.edu/hrms
Sneak Peek Project Website
Recruiting Solutions
Laura Negrini
HumanResourcesOffice of
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Recruiting SolutionsOverview
• Same hiring process, different vendor• Full life cycle of recruiting functionality• Integrated solution• Heavy reliance on position data• 5 key business processes:
– Roles and Approval– Create a Job Opening– Search and Apply for Job Openings– Manage Job Openings and Applicants– Offer and Prepare for Hire
HumanResourcesOffice of
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Business Process Summary
Create a Job Opening
Position number drives key data elements
Template language to be used on requisitions
Limited fields for entry
HumanResourcesOffice of
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Business Process Summary
Search and Apply for Job OpeningsLook and feel is more user-friendly
Improved candidate experience:• ‘Shopping Cart’ option available• Save searches• Email when a search matches
applicant criteriaSearching for jobs more robust
HumanResourcesOffice of
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Business Process SummaryManage Job Openings and Applicants
Similar tracking process as we have todaySupports improved candidate experience:• System notifications at various stages of application• General correspondence throughout the hiring processNew functionality to manage interviews
HumanResourcesOffice of
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Business Process Summary
Offer and Prepare for Hire
New and important functionalityPost online offer informationSupports candidate experience:• Candidate can accept offer online• Upload department specific offer
letter with additional offer details
Prepare for hire process incorporates applicant and position data for entry in to job dataCritical for ensuring data integrity
HumanResourcesOffice of
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Recruiting SolutionsAnalytics and Reporting
Robust recruiting dashboard
Number and status of requisitions
Number and status of applicants
Time to fill data
EEO data
Additional Resources
z.umn.edu/hrms
Project Website
Break
15 minutes
Appointment Structure
Kelly Krattiger
Appointment Data Restructuring Goals
• Remove non-employees from key employment record• Simplify appointment structure• Use more delivered functionality and processes• Improve data reporting• Consistency of data input• Create a clearer definition of our organizational structure
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Single Appointment (e.g. Department Chair)
Compensation(Institutional Based Salary)
Regent Awards
Faculty Pay (Base)
Administrative Augment
Increment
Tenure
Affiliate
Additional Pay
Overload
Lump Sum
Outside Pay Elements
SingleAppointment Record
Appointment Support Records
Awards
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Multiple Appointments
• Valid multiple appointments– Multiple jobs can only add up to 1 FTE – UMP (different company)– Retiree (when they return to work)– Separate 12-month and 9-month appointments for one person– Truly distinct jobs– Separate duties requiring different reporting structures
• Discontinued multiple appointments– Augments, increments, awards, overloads
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Faculty(12 Month)
Compensation(Institutional Based Salary)
Base Administrative Augment
Tenure
Affiliate
Additional Pay
Overload
Awards
Lump Sum
Outside Pay Elements
Multiple Appointment Records (two reporting structures)
Appointment Support Records
Director(12 Month)
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Defining Academic Administrators
Title Administrative Faculty
Dean X
Associate Dean X
Assistant Dean X
Department Chair X
Department Head X
Director with Faculty Rank X
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Appointment Data: Contract Pay
• Move all faculty and P&A employees to contract pay• Enables use of delivered functionality to pay employees and
store associated contract details• Will assist in meeting NOA requirement• Issue with prorating when appointment < 1 year
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Appointment Data: Contract Pay
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Appointment Data: Tenure
• Using delivered functionality, we can separate tenure from the job record
• Accommodates multiple tenure appointments/associations
• Start by storing status only• Future examination of tracking functionality
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Appointment Data: Tenure
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Employee Classes
• Faculty - Regular• Federal Benefits• Temp/Casual• Faculty-Contract• Professionals in Training• Civil Service• Faculty-Temporary/Duluth• Graduate Assistants• LR Clerical• Faculty-Visiting
• Phased Retirement• LR Health Care• Faculty Adjunct/Clinical• Post Doc & Research Spec• LR Police• LR Trades• Academic Administrative• Residents/Fellows• Academic Professional• Research Specialists
• LR Service & Maintenance• Academic Prof-Limited Ben• Student Employees• LR Technical• Non-Employee
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Affiliates (Prototype)
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Additional Resources
What the Portal will bez.umn.edu/sneakpeekappt z.umn.edu/hrms
Sneak Peek Project Website
Benefits
Shirley Kuehn
Benefits
• Increased automation in processing benefits for new hires• Changes in UPlan file transmissions• UPlan COBRA notifications handled centrally• Online life events
Increased Automation in ProcessingBenefits for New Hires
• Manual processes eliminated• Reliance on accurate data• Health enrollment files are sent Monday evenings• PeopleSoft data is used for other processes that impact
employee onboarding
PeopleSoft Data Impacts Onboarding
PeopleSoft Data
Benefits Business Partners:
Medical, Pharmacy,
Dental, Flexible Spending,
Wellness, Life, Retirement,
Disability
Employee Access to Benefits &
Resources
Changes in UPlan File Transmissions
• Changing to a new file format: HIPAA 834 EDI• Preferred and recommended by health vendors—creates
efficiencies• Advantageous for when the University goes out to bid
with health vendors• Other file efficiencies found
COBRA Notices Handled Centrally
UPlan COBRA Notices need not be distributed after the upgrade and verifications will no longer be needed.
What are Online Life Events?
• UPlan employees may complete some benefit changes online
• Increased efficiency• Births, adoptions, marriage, divorce & reduction of
insurance
Online Life Events
Online Life Events
Online Life Events
Online Life Events
Online Life Events
Online Life Events
Online Life Events
Online Life Events
Summary of Life Events
• Birth, adoption & marriage events are very similar• Divorce events require documentation & review• Reduction events allow coverage reduction or termination
at any time and applies to optional life and disability coverage
• All online life events may be continued later or canceled by the employee
Additional Resources
z.umn.edu/hrms
Project Website
Payroll Accounting
Kelly Krattiger
Distributions – 8.9
• Distributions are tied to appointment entry• Each employee record has its own distribution(s)
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Distributions – 9.2
• Distribution entry will be separate task from appointment entry; can assign the work to two people
• Distributions can be at:• Department (default if no other level defined)• Position Pool• Position• Individual appointment
• Both tasks, appointment entry and distribution entry, still occur in HRMS
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Distribution Entry
DEPARTMENT-LEVEL Funding
POSITION POOL-LEVEL Funding
POSITION-LEVEL Funding
APPOINTMENT-LEVEL Funding
Position Overrides Pool
Position PoolOverrides Dept
AppointmentOverrides All
Data Flow
Distribution Entry - Front
End
Department Budget Table
Encumbrance DistributionTransactions
Encumbrance Calculation
Custom
Fringe Rates by Employee
Type
Additional Pay Data
Work Table
Payroll Calculation
Process
Payroll Results
Pay Sheets
Actuals Distribution
Pay Distribution
Tables
EOP Publish
Work-Study redistribution
Custom
Update Work-Study
GL Interface (custom)
Budget Retro Distribution
Retro Transactions
Retro Approval Front
End
Update Retro Distribution
(apply)
Direct Retro App Engine
Request Direct Retro – Front
End
Financial Aid Data
GL System
Reformat Budget Retro Transactions
Mapping Table(s)
Accounting Line
ExtensionExtension Data
Encumbrance Journals
Direct Retro Transactions
Additional Pay Update page
Encumbrance Trigger
EncumbranceTrigger
HR Accounting
Line
Department Budget Table
Update (PSFT)
HSAs in 8.9 – Retros in 9.2
PeopleSoft has two types of retro distributions:• Budget retro – occurs when making a historical
distribution entry change, i.e., the effective date of a distribution change affects pay periods that have already been expensed
• Direct retro – occurs when crediting a chartstring that was used for an employee's salary or fringe transactions and debiting a different one.
PeopleSoft
Retro Transactions
Update Actuals Distribution
Pay Earnings Distribution
Adjustments
GL Interface
Adjustments
HR Accounting Line
UpdateApprovals
Budget Retro Distribution
Budget Retro Header Program
Budget RetroTransactions
Format Header RecordFor Budget Retros
Retro Approval Page
Update Actuals Run Control
program
ApprovedTransations
Budget Retro Run Control Program
BatchStep 2
Batch Step 1
BatchStep 3
BatchStep 4
BatchStep 5
Program selects one approved Retro Run Control ID at a time and runs the Update Retro Distribution.When all are processed the program ends and the next step (GL Interface) can run.
Run Control program sets parameters on Budget Retro run control record
Direct Retro Pages
Direct Retro Pages
Direct Retro Pages
Retro Request Page
Retro Program (App Engine Triggered by
Submit)
Retro Transaction
Request
PeopleSoft Retro
Transactions
Retro RequestRetro Request
Direct Retro Transactions
Retro Approval Page
UpdateApprovals
Direct Retro – A user can request redistribution of specific chart strings that covers one or more pay periods. The transaction is requested on-line and submitted to a batch process that runs immediately and posts the retro transactions for approval or update on the next nightly run.
Additional Resources
What the Portal will bez.umn.edu/sneakpeekpayrollacct z.umn.edu/hrms
Sneak Peek Project Website
Time and Labor
Heather Kidd
Electronic Time and Absence Reporting Implementation Goals
• Provide consistent, easily accessible time reporting, approval, and routing across the University
• Fully integrate time and absence reporting into Payroll
• Provide better data and easier access to information
Electronic Time and Absence ReportingWhat Doesn’t Change?
• Employees will report time and absences• Supervisors will review timesheets and absence requests
for accuracy, and approve• Unit Administrators will review time and absence
accuracy, and approve
Electronic Time and Absence ReportingWhat Does Change?
• Time reporting, approval, review for accuracy, will happen electronically
• Pay Entry will no longer exist• Schedules will be established in T&L for exempt
employees• Schedules are not needed for hourly employees
Electronic Time and Absence ReportingWhat Does Change?
• Most pay will be driven directly from time reporting (hourly), or job data (exception hourly and salaried)
• Pay not driven through time reporting will be entered in Additional Pay
• Absence reporting will be integrated with time reporting
Hourly Timesheet
Elapsed Timesheet
Additional Resources
What the Portal will be
Coming soon! z.umn.edu/hrms
Sneak Peek Project Website
Reporting Center
Lori Lamb
Reporting CenterWhat is it?
• Central place to display and organize enterprise level reports within the new MyU Portal
• Direct access (links) to reports in multiple university reporting tools as well as assistance to report users
Who is it for?• Current UMN faculty and staff
Reporting Center Scope
Additional Resources
What the Portal will bez.umn.edu/reportingcentersneakpeek z.umn.edu/esuprdm
Sneak Peek Project Website
Training
Amanda Wolford
HRMS Training Plan
• Blended approach; multiple tools• Audience focused• Community strategy• Business process vs. system process• Training Framework
HRMS Framework
Cross-Module Courses
Function Content Delivery Method
HR Leads High-level process and functions
ILT - Completed in Mar/Apr
OHR staff High-level process and functions
ILT - Completed in Apr/May
Position Management
Function Content Delivery Method
Supervisor/Manager Position Management Quick Course
Manage Position Position Management Tutorial
Manage Position Position Description Quick Course
Function Content Delivery Method
Applicants (int/ext/stud) Search & Apply Video/Job Aid
Cross-audience Welcome to Recruiting Video
Manage Hiring & Recruit Post & Recruit Tutorial
Manage Hiring & Recruit Screen & Select Tutorial
Manage Hiring & Recruit Offer & Accept Tutorial
Sup/Mgr, Search Committee (includes Interviewers)
Participating in the hiring process
Tutorial**
**Planned for after go-live
Recruiting Solutions
Function Content Delivery Method
Inquiry Appointment Inquiry Tutorial
Set Up/Maintain Appointment
Add person/POI (e.g. Affiliates)
Tutorial
Set Up/Maintain Appointment
Appointment entry retraining (Hire, Update, LOA, Term.)
Curriculum
Core HR
Function Content Delivery Method
Manage Distribution Understanding Payroll Accounting
Quick Course
Manage Distribution Combo Codes, ChartField Strings, and Distributions
Quick Course
Manage Distribution Distribution Entry & Retro Distributions
Tutorial
Payroll Accounting
Function Content Delivery Method
Submit Time/Absence (employees)
Submit Time/Absence Separate Quick Courses
Review/Approve Time/Absence(Reports To)
Review & Approve Time/Absence & Delegate
Tutorials
Administer Time/Absence & Review/Submit Time
Unit Time/Absence Administrator
Tutorials
Sup/Mgr, Unit Time/Absence Administrator
Train the trainer Toolkit materials**
Time & Absence Reporting
**Planned at go-live
Additional Resources
z.umn.edu/esuptraining
Project Website
Question & Answer
Conclusion
Thank you!