PSHR WMU Electronic Workflow. Training Sessions October 2009



Similar documents
Employee Work Hours Change (Temporary Basis)

Student Employment Online Transactions

Honorarium Workflow Processing Via MyCCRI Self Service

Welcome Workflow Non-faculty Temporary Appointments - All Hourly Paid

Job Aid Notice Of Voluntary Separation Workflow

Banner Workflow. Creating FOAPAL Requests

Office of Long-Term Living. Financial Management Services - Public Partnerships (PPL) FAQ #3 for Service Coordinators

QUICK REFERENCE GUIDE

Position Requisition Process

Revision Control Date By Action Pages T Mistry Document created M Walker Modified 15

Capital HR User Guide PAR WorkFlow

Instruction Set: Hiring a Work Study Student

Manager s Portal Tools Recruiting Tab. Version /27/09

Lewis & Clark College. Posting In PeopleAdmin

How to Process a Work List Transaction

Payroll Direct Deposit Self Service Guide

Rwanda Time Entry in Workday

Web Time Entry. Instructions for Employees

Employer Online Access Documentation

University of Missouri. Travel & Expense System FAQ

How to Use ADP Self Service

North Dakota University System

Table of Contents. Table of Contents 1. Voucher Approval Function 2 5. Worklist Search and Approval History 6. Budget Check Exceptions 7-9

Banner Self-Service Direct Deposit Instructions Table of Contents

Banner Web Time Entry Approver s Handbook

Welcome to COA-111. Online Journals Training COA-111

Business Process Guide ITS Systems and Services Work Request Process

Online Scheduling Instructions

Electronic System Access Request (ebar) Guide

eopf Release E Administrator Training Manual

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)

Where Did the Paper Go? Scanning and Workflow

MILWAUKEE COUNTY APPLICANT TRACKING SYSTEM USER GUIDE

Step-by-Step Guide

Electronic Invoicing. InvoiceWorks Supplier User Guide For Atlas Air

Employee Self Service Adding and Modifying Direct Deposit Information

TRAVEL AND EXPENSE CENTER REPORTS

Approving CFS Invoices

Managing Vendors on Procurement Management Portal

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail)

FAA MEDXPRESS: Get in the Express Lane to Medical Certification HOW TO CREATE AN ACCOUNT

Reference Document. SedonaOnline Support

Creating a Journal in UCF Financials

Request a Job Posting for a Casual/Student Job, Sessional Instructor or a Postdoctoral Scholar

3) Click the Orange Prompt icon next to the name on the Applicant record.

College Faculty Salary and Credentialing System

Network License File. Program CD Workstation

Montgomery County Public Schools. Financial Management System (FMS) User s Guide. iexpense. Version 3.0. May Division of Controller

How to Inquire, Cancel, Approve or Deny a PeopleSoft Access Request through the Access Request Approval Page

Concur Expense Report Approvers

Kronos Online Approval Process (Facility)

The United States Office Of Personnel Management eopf System Administrator Training Manual for eopf Version 4.0.

Add Feedback Workflow

Employee Web Time Entry Overview. Employees will access timesheets by accessing and selecting My Cat

New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service.

HRS Onboarding Workflow. Students and Temporary/Hourly

Footprints Customer Interface Guide

PERSONAL INFORMATION IN PEOPLESOFT

When to use this form

PEP 2 Peoplesoft eprocurement Hands on Training 1

The Initial Registration Process. During the initial registration process, this guide assumes the user has been provided a login ID.

PEOPLESOFT EXPENSES & MOBILE EXPENSES

Workflow Approval Maintenance (WAM) Form. Documentation

Instructions for Approving a Purchase Requisition Transaction

Bahamas Tax Information Exchange Portal Documentation

The City of Minneapolis utilizes the applicant tracking system and online application developed by NEOGOV.

ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service

databridge White Paper

Managing Expense Claims

Document Administration

Student Employment Guide. For Madison College Staff

VACATION REQUEST USER S MANUAL

My Benefits. My Life.

K R O N O S. Time and Attendance System USER S MANUAL

PERSONNEL ACTIONS STATUS REPORT

Banner HR Account Request Process Workflow for adding/updating/removing Banner Security Roles

Graduate School Student Funding (GSSF) Web Application Manual

Pharos User Process Guide

Niner Talent User s Guide. Part 2: SPA Applicant Tracking

Approval Training. Approver Responsibilities Approving Travel Authorizations Approving Expense Reports... 6

Defense Civilian Personnel Data System (DCPDS) Army Only DCPDS Portal User Guide

Travel & Expense Reimbursement System Information IBM GERS SYSTEM

Technology Training Services. Approving Invoices in the College Financial System

PaymentNet Federal Card Solutions Cardholder FAQs

H U M A N R ES O U R C ES Direct Deposit Online Instructions

Meaningful Use: Registration & Attestation Eligible Professionals

Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide

Time Reporting through Web-time Entry for Non-Exempt Employees

User Guide for Atlas eservices - My Leave. Contents

Samples and tutorials Version Hiring Sample Tutorial for IBM Process Designer

PSFIN v9.2 Expenses Administrator Participant Guide

Overview. Table of Contents. Enter HR Expense Adjustment Non-Approver

Cabinet Secretary of Human Resources and Administration. Agency Management PeopleSoft Implementation Briefing

CRM 2013 Workflows. Description

TIME OFF TRACKING. Fax the form to or mail it to Human Resources at 200 Boston Avenue on the Medford campus.

Self-Service Banner. Rosalyn Donaldson, Technology & Training Coordinator

Quick Reference Guide: Corporate Card Changes

Instruction Guide Hiring at the University of Florida. Hiring at the University of Florida. 1. Security Roles. 2. Hiring Process Overview

Online Services through My Direct Care

Atlanta OAUG. Internet Expenses Key to speedy processing. Chetan Manjarekar

Transcription:

PSHR WMU Electronic Workflow Training Sessions October 2009

Introduction: The PeopleSoft Workflow Solution: Automates the request and approval process for personnel appointments and transactions. Allows for online tracking. Virtually eliminates inefficient paper use and tracking.

Phase I: WMU Incidental Pay Form WMU Incidental Pay Forms are used for payments not related to hours worked. WMU Temporary Appointment Form Payment for hours worked must be processed using an online Temporary Appointment form.

Electronic Workflow Process: 1) Request User Access. 2) Initiator completes and submits WMU Electronic Workflow Form. 3) Form is automatically routed to pre-determined Approver(s). 4) Approver(s) will review and approve, deny, or recycle the WMU Electronic Workflow Form. 5) Form authorized for entry and/or payment.

Roles & Responsibilities: Initiator = The person who initiates the WMU Electronic Workflow Form. Gather data needed to process form Complete and submit form Re-work form (if necessary) Track form Cancel form (if necessary) See Page 5, 8, and 12 of User Guide

Roles & Responsibilities: Approver = Responsible for reviewing and approving, denying, or recycling the WMU Electronic Workflow Form. Primary and Alternate Review form within 48 hours of submission Conduct off-line conversation if necessary Take Action See Page 16 of User Guide

E-mail Notifications: Authorized Canceled Denied Recycled Time out

Single Sign-on! What s New?! Drop down box to select Appointment Form type. No I-9 Date. Grant appointment dates checked against grant table. WIN box appears on form. S01 / S03 / H03 options gone. Some fields have moved on the TA form.

Live Demonstration:

Tracking WMU Electronic Workflow Forms: 1) Log into PeopleSoft via GoWMU 2) Search for Form 3) Review Status - the process log will indicate the status of the form and who the form was last routed to. If the form has been authorized the log will show who authorized the form and when. See Page 24 of User Guide

Re-working a Recycled Form: Access form from Worklist. Must click Update Appointment Information box to change data. Correction of a G/L Combo Code requires a new TA. A comment box will appear for new comments. Clicking Save re-routes form to approvers.

Other Good Things to Know: Clicking View All in Comments section allows you to see all the comments at once. Forms remain available for review indefinitely. Revised User s Guide is accessible in the form by clicking on the Guide link at the top. More information on the HR Web site under the Electronic Workflow link. Worklist (In Box) vs. Workflow (Someone else s Box)

Frequently Asked Questions: Where can I find the approval path for my department? PSHR Reports. How do I change the approval routing path? Complete a PSHR Electronic Workflow Approval Rule Change Request form When do I need to complete a KRONOS correction form? If you submit an hourly appointment form with an end date that falls within a pay period that has already been processed.

Frequently Asked Questions: Why does a form have to be canceled if the wrong G/L Combo Code has been entered? The approval path (routing) is determined by the G/L combo code. Where can I find copies of the Workflow Newsletters? On the HR Web site ~ click on the Electronic Workflow link. I have a new initiator/approver ~ how do they get access? Complete a PSHR Electronic Workflow Web Access Authorization form

Questions?

PSHR WMU Electronic Workflow Hourly Student Appointment Forms October 2009

Phase II: WMU Hourly Student Appointment Form WMU Hourly Student Appointment Forms will be used for WMU students who are working in university student jobs. Students who are non-enrolled for the summer sessions can be appointed during the summer using the WMU Hourly Student Appointment Form. See Page 12 of User Guide

Hourly Student Appointment Form Highlights Single sign-on via Go WMU! WIN is required for form submission. No address required! SSN PeopleSoft vs. Banner. Termination date field is available, but not required (except for Grant appointments).

Hourly Student Appointment Form Highlights con t Grant Dates verified against grant table. Default Pay Rates Duplicate Job Codes Work Study Form Initiation access is based on position# Approval Routing

Live Demonstration:

Career & Student Employment Services Definition of a Student Employee Student Pay Rates Grade/Step Definitions CSES Review Pay Rate Limit Review Posting Jobs

Frequently Asked Questions Do I have to submit a form to change FICA status? No. My student is switching Work Study type for Spring. What do I have to submit? Nothing. When do I need to do a KRONOS correction sheet? If you submit an hourly appointment form with an end date that falls within a pay period that has already been processed.

Who To Contact: Student Employment Policies and Pay Career and Student Employment Services Student Appointment Form Completion HR Services KRONOS / FICA issues Payroll GoWMU, System Logon and Password issues OIT Help Desk

Questions?