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Presentation transcript:

To see this in PennWorks...click here How To: Add a Person Task Definition: Enter a new hire into PennWorks. In this task – Enter Initial Employment information. This includes: Biographical Information Role and Distribution information Faculty Compensation information (for Faculty only) Ethnicity information Steps – From the Navigation panel: Complete the Find a Person search Register Penn ID Add Biographical info Add Role(s) Add Distribution(s) Add Compensation (Faculty only) Add Ethnicity Finalize and Save Before adding a new person, search the existing database for a match, i.e. Find a Person. Please refer to How to Find a Person for details. To see this in PennWorks...click here

Task: Add a Person (cont’d) After entering the appropriate search criteria, click [Find] Note the message ‘No records found’ Click on [Add a New Person] to begin the new hire process

Task: Add a Person (cont’d) For an individual who has applied for a SSN, their receipt of application can be used to request a Temporary Number.  Fax a copy of this ‘receipt’ to HR Records. HR will provide a temporary number that can be used in place of the SSN. Click on [Register Penn ID data] to advance to the next screen To register a Penn ID, enter Name, Birth Date and Social Security Number A Penn ID number will be assigned automatically

Task: Add a Person (cont’d) Users will be asked to specify whether an employee is a Foreign National, a US Citizen, or a Green Card / Permanent Resident. This field will be required for new hires and rehires, and optional but strongly recommended for biographical updates to existing employees. If Foreign National or Green Card/Permanent Resident is selected, the user will be required to enter Visa information whether the person is new or existing. Click on [Submit] to advance to the next screen Enter the new employee’s Biographical Information

Task: Add a Person (cont’d) Select the School/Center, Role ORG and enter the Job Class Code Clicking [Search] after entering the Job Class Code allows you to continue adding Role details Leave the Home ORG lock set if only Home ORG users will be able to add a Role Role State can be Final or Projected; a ‘projected’ Role State is used for planning purposes only, i.e. the employee will not receive a payment When you finish adding the Distributions, you would click [Next] to proceed with Add Roles/Distributions Add Distribution(s) as appropriate; you can add a maximum of 32 Distributions across all Roles Use Open-ended if there is no specifically known end date After you finish adding Role and Distribution data, click [Next] to advance to the next screen [Next] allows you to proceed adding Distributions as appropriate

Task: Add a Person (cont’d) Click on [Next] to advance to the next screen Faculty Compensation is intended to capture the salary commitment for Standing Faculty, Associated Faculty, and Health System Clinicians regardless of the academic appointment

Task: Add a Person (cont’d) Answer the Ethnicity question Select the appropriate Race Click on [Next] to advance to the next screen

Task: Add a Person (cont’d) Work Address information appears under Employee Status as of July 2015 Click on [Submit] to finalize Upon completion, finalize the Add Person process