We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byBrionna Twiddy
Modified over 2 years ago
ePARs Electronic Personnel Action Request System A Web-Based Workflow-Enabled User-Friendly Front End to PeopleSofts HR System Making Personnel Actions Faster, Friendlier, and More Accurate Presentation to Peralta CCD January 14, 2011 By EB5C, LLC. Bill Vorhies, President © 2011
EB5C, LLC. Deep functional and technical knowledge formed through 10 years of experience helping California Community Colleges Los Angeles CCD eRPA (electronic request for personnel action – legacy COBOL system) ePCR/PCS (personnel change request / position control system – SAP) Extensive additional projects in HR - district-wide organization (decentralization), policy, process efficiency and design, staffing Budget and forecasting - systems, monitoring, independent forecasts Finance - policy and process Payroll - policy, pay plan design, late and error pay reduction, procedures, process Board - planning and support Technology – SAP implementation team, application selection (schedule of classes), position control custom development Compton CCD Structure the finance and administration functions FCMAT district-wide recovery and accreditation State Chancellors Office – Finance and organization Los Angeles USD – Recovery solutions for SAP HR/Payroll implementation Peralta CCD – Prorata payroll process EB5C, LLC. ©
EB5Cs ePARs Solution Semi-packaged solution uniquely suited to California Community Colleges consists of three modules: electronic personnel actions, position control actions, and extensive read-only HR look-up and statistical reports Standard elements for personnel actions New hire, rehire, additional assignment, org reassignment, temp/provisional assignment (leave-to-higher), change assignment detail (including assignment termination), employee separation and retirement, paid and unpaid leaves. Highly sophisticated workflow Extensively tested screen design and data capture flow One Touch Commit to any system (PeopleSoft, SAP, legacy, other) An external application not requiring ERP customization but fully integrated utilizing your ERPs tables and data. Holds in-process actions not yet fully approved and therefore not yet eligible to be paid. Extensive logical testing supports only personnel actions that comply with local rules (e.g. max FTE, rehire rules) Custom elements Add or revise rules or screen elements to fit your exact business environment. EB5C, LLC. ©
Benefits Best balance of centralized expertise and decentralized accurate and timely personnel requests. Reduce low value work for HR specialists by eliminating repetitive error correction and data entry. Reduce time, cost, and frustration for campus users who are only occasional users of personnel services and cannot be expected to know or observe all HR assignment rules. Eliminate paper (a green savings) and the risk of lost, delayed, or misdirected paper forms. Create a permanent and retrievable holding area and historical record for all requests that are in process but not yet approved. Dramatically reduce processing time which reduces late and error pay. System is so intuitive that users require little or no training. Training reduced to an hour or less per user. Peralta knows well the benefits of such a system as you had such an electronic system with somewhat similar features prior to the implementation of PeopleSoft in EB5C, LLC. ©
Evaluating Key Features and Capabilities Workflow Flexibility - Can different PAs take different routes Authority – Do users roles determine what they can and cannot do and see Urgency – How does the system deal with stuck transactions Changes – Can each approver make changes without having to start the process over Information Capture & Processing Casual Users If I only use the system a few times a year, can I get the answer right Logical screens and flow, no codes, no special knowledge, can complete the action in just a few minutes at a single sitting, no rework for changes, dont need to know PeopleSoft, readily available help and prompts, all the information I need in one place on one system Professional Users Reduces my workload and increases accuracy while enforcing rules and policy Full review and change authority, one touch commit, easy lookup, full history, supports escalation of special cases, provides key reports and statistics, eliminates low-value work and allows me to best utilize my expertise EB5C, LLC. ©
Workflow Role Based: Using the PeopleSoft Organizational Hierarchy or Custom – who and how many approvers. Smart Routing: Enables some types of PAs to take different paths (for example, new regular hires are seen by the college president but others are not – customizable to local rules). Urgent Workflow: Utilizes rules of automatic escalation to automatically move a PA that has been sitting too long with one approver on to the next approver, while documenting the action in history files and in s to those involved. Smart Change: Allows any approver in the designated chain to make any changes to the PA they deem necessary, creates a history file of the from and to changes, and notifying all other members of the approval chain of the change. EB5C, LLC. © At Los Angeles CCD 2 colleges elected for 2 approvers 8 colleges elected 3 approvers All selected automatic escalation for either 3 or 5 calendar days. Median time to process – 7 days. At Peralta The typical paper PA makes 6 stops on campus and another 10 stops at the district office. Median time to process – 37 days.
Sample Screen Flow and Data Capture What the Initiator Sees Based on the Assignment Action EB5C, LLC. ©
Select Effective Date and Position EB5C, LLC. © Role-Based. Shows only those positions under the budgetary control of the initiator (area manager) Higher level approvers may also initiate and first select the campus and/or department
Select Action EB5C, LLC. © Allows only logical and appropriate actions. For example, since this position is vacant it cant logically be changed, placed on leave, or the employee separated. Note that the initiator will not be asked or required to know the difference between new hire, rehire, additional assignment, or temp/provisional assignment actions – ePARs will determine this automatically.
Identify Employee EB5C, LLC. © ePARs facilitates the search of the HR database to determine if the employee should be a rehire or new hire.
Select Employee EB5C, LLC. © Selection from the list eliminates errors resulting from similar names.
Enter Assignment Detail EB5C, LLC. © The fields on this screen will be customized to match Peraltas data structure. Fields can be made further context sensitive. For example, classified positions may be expressed in FTE or hours per week, but instructional positions could be designed to call for equivalent hours.
No Special Knowledge Required – Each Decision Limits Future Choices to Legitimate Selections EB5C, LLC. © Selections are by pull-down menu and limited to valid and logical choices based on the position and employee. All selections are supported by clear text, no codes. If an invalid selection is made, error messages guide the initiator in selecting valid values (see FTE field and pop-up display of the combination code). Note the customization for broken assignments on this page.
Impact on this Employees Other Assignments EB5C, LLC. © This feature is very important in controlling max FTE and inappropriate or overlapping assignments, especially inter-campus assignments.
Action Summary and Confirmation EB5C, LLC. © The initiators summary and approvers review screen are similar except for the allowed actions. Note the automatically generated history. Initiators actions are: Hold, Approve, Change (edit). In addition, Approvers actions include Reject. When the completed action reaches the Final Reviewer (the HR Generalist) the one touch commit Submit button is available.
New Hire, Rehire Print Confirmation and Link to New Hire Packet EB5C, LLC. © Supports non-electronic policies such as ensuring that initiators dont over promise to new hire applicants and can be customized to link to and even store a variety of documents such as the new hire packet.
Notice for Approvers EB5C, LLC. © notices are generated for the next approver and links directly to their PeopleSoft work area where the awaiting actions are located. When an approver rejects or changes an action, s are sent to all prior approvers and the initiator including details of the old and new changed values. If an action is automatically escalated, s are sent to the new approver and the skipped approver.
Standard and Custom Rules ePARs enforces the following standard rules: Valid combinations of job codes, bargaining units (employee sub groups), bargained groupings such as benefits groupings (personnel sub areas), max FTE, work calendar, and work schedule (if utilized). Position control logic – FTE for single and pooled positions. Maximum FTE by total and regular assmts, line of service, and special adjunct testing. Rehire rules regarding length of separation. ePARs can be further customized for an unlimited number of additional rules. Los Angeles CCD has added dozens of specialized or refined rules to the standard set. (e.g. rules refinement by job code, start and end dates for instructional and non-instructional assignments, max leave length by bargaining unit, mixed leave/sick types during absence, direct pay rate entry for limited unclassified jobs, prohibit retroactive use of new leave quota, and many more). The result is that rules are enforced district-wide and are no longer subject to local interpretation. EB5C, LLC. ©
Reports, Statistics, Lookup ePARs Standard Edition ePARs standard includes a variety of administrative maintenance tools so that the system can readily be maintained and updated by functional specialists. ePARs standard also includes a variety of look-up and reference features available to authorized users. ePARs Lookup Is a separate read-only module which can be made available to ePARs users and non- users. Find and display any/all PARs on which the user has ever taken action (My ePARs). Find and display the details, history and status of a ePARs. Find all of the historical, currently active or in-process assignments for an employee entered via ePARs or system-direct. Show various statistical reports regarding PARs such as number entered, average length of time by department, PARs submitted after work has begun, etc. Show PARs initiated on a specific calendar date. Show PARs that failed commit to the HR System and required manual revision. EB5C, LLC. ©
EB5C, LLC. © Contact Information Bill Vorhies, President EB5C, LLC
CSC Proprietary and Confidential 1 Forms Lesson 3 After completing this lesson, you will be able to select and complete the most common forms.
MEGS+ Michigan Electronic Grants System Plus https://mdoe.state.mi.us/megsplus Session Three: Application/Task Information.
Organization Maintenance Organization Maintenance is used for creating, changing, or delimiting of positions and org units. Page 1.
WebDFS Budget Amendment and Personnel Processing.
© 2008 FedEx. All rights reserved. FedEx Ship Manager ® at fedex.com Shipping Administration Presentation for administrators.
Copyright © 2003 Americas’ SAP Users’ Group Optimizing HR PA/PD Process with Workflow David Ulin – Senior Process Architect May 21, 2003.
Presented by the Department of Human Resources October 2013.
PEOPLESOFT TIMESHEET – SUPERVISOR TRAINING KCTCS Payroll Jefferson Community & Technical College.
DHRS – KRONOS SCREEN USER GUIDE. WELCOME! As a DHRS user, you now have access to edit your department’s TAG numbers and Template codes on the DHRS/Kronos.
HR SERVICE REQUEST SYSTEM Department Demonstrations February 2012.
Effective November 1, 2010 Employment Transaction Request ETR Click here to start:
1 Academic Vacation and Sick Leave Maintenance Instructions Fall 2009.
1 HR Presentation Living Sky School Division No. 202 October 26 th, 2010.
Tele’Ware Software Application. Helping you manage your clients….
SUBMITTING A LEAVE REQUEST Click on this page or press the Enter or Page Down key to continue Press the F5 key to see this presentation in full-screen.
1 AARP Tax-Aide Prospective Volunteer Recruitment System Leadership Reports and VMIS Functionality 11/4/09.
Time Sheets Go On-Line Web Time Entry Cabinet Review July 19, 2006.
EPTO Electronic Paid Time Off System Laura Kress University Director, HR Records and Information Management Services Lora Headdy ePTO & HRMS eDoc System.
1 Team Leader TKS Job Aid. 2 Viewing the On-line Presentation If you are viewing this presentation via Internet Explorer for best results resize the “Notes”
1 of 27 DA1241 Archive Companies Last updated: March-2004 DA1241 Archive Companies.
Request Material Information Use Case Item as created in Optiva. Supplier information request(s) can happen at any time. The same process works for Optiva.
Web Time Entry Hours Entry in ESS 04/26/12 1 Banner.
1 Contract Inactivation & Replacement Fly-in Action ( Continue to Page Down/Click on each page…) Electronic Document Access (EDA)
Introduction to Web Bill of Lading Q Proprietary and Confidential Copyright © 2005 INTTRA Inc. 2 Agenda Industry Challenges INTTRA Solution Value.
A Guide to the Establishment Control Process Last update – 25/06/14 (Kate Toone)
TPT EPAF Temporary Part-Time Rehire EPAF. What is a TPT EPAF? The EPAF for Temporary Part-Time (TPT) is an electronic process allowing for paperless personnel.
] COREY PEARSON [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2008 CHAVONE JACOBS [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2003 ALLAN FISHER [ ASUG INSTALLATION.
EPars from A to Z. Welcome Megan Keefe Sr. Business Analyst and Team Lead, HRIM.
The Federal Hiring Process Using USAJOBS & Application Manager.
East Carolina University Department of Human Resources 1.
Travel 1: Travel Authorization. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and.
TEAs UserAdministration+ The paperless way to apply for access to TEA SE and its web applications Revised July 2006 [Click mouse to advance from slide.
July 2010 System Release Thursday, March 4, 2010.
Employee Self Service (ESS) Version Employee Self Service access from any computer view their elected withholding, earnings summary, check.
1 12 Easy Steps to Create an Employment Contract Campus Human Resources Employment & Compensation Services October, 2009.
The Ohio State University Libraries. Mood Elevator up down grateful wise, insightful creative, innovative resourceful hopeful, optimistic appreciative,
PantherSoft Financials Smart Internal Billing. Agenda Benefits Security and User Roles Definitions Workflow Defining/Modifying Items Creating.
HUMAN RESOURCES TRAINING For SUPERVISORS July 8, 2003.
Automated process for providers to submit Prior Authorization (PA) requests to DDS and for DDS to approve/modify/deny PA request and send automated reply.
HR Information Session ONLINE PAYMENTS AND APPROVALS.
Advanced NEOGOV Workshop November 13, NEOGOV Help & Support Human Resources Division –HRD Consultant ( ) –Terra Ellerbe ( )
CIM Student Employment CIM Student Training for TimesheetX 1.
1 1Line Training Capacity Release - Phase II Awards and Recall/Reput.
1 Employee Process Employee logs into ESS account Submits a request via “Create Leave Request” SAP Workflow routes request to their Supervisor Supervisor.
My AmeriCorps State and National Reports as an Information Tool Presentation developed for the Corporation for National and Community Service by the eGrants.
HUMAN RESOURCE MODULE. Sub systems under HR module Human resource management is an essential factor of any successful business. The various subsystems.
10/11/20151 ADP Portal: How to Request & Cancel Time Off Into The Future June 2009 All Employees Eligible for Vacation/Sick Benefits Dalton State College.
How to Submit a Matching Gifts Application.
TAXCO BUSINESS SERVICES INC. Division of Des-Dawn Corporation BOOKKEEPING | PAYROLL | TAX FILING | TAX PLANNING | CONSULTING INTRODUCING TAXCO BILL PAY.
People First System Enhancements Release 1 B Manager and Employee Workshop February 2006.
© 2017 SlidePlayer.com Inc. All rights reserved.