1. Department Chair/Manager Training
PeopleAdmin 7
Department Chair/Manager Training

2. PeopleAdmin – What’s New
Upgrade from PeopleAdmin 5.8
To PeopleAdmin 7.0

3. PeopleAdmin – 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
InBox/Watchlist
Utilization of the “Back” button
Applicant Tracking has pre-screening questions and data summaries to assist in applicant review
Pre-screening questions…do you have 3 years experience? Can run a summary to determine who has answered yes. Then you can focus your review on those applicants.

4. PeopleAdmin – What’s New
Real time reporting using Saved Searches
HR will set up basic searches
User can set up individual searches for those he/she has access to view
Can add/change fields to report but you can’t change who shows up in your Saved Search
Can export results to Excel

5. PeopleAdmin – 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)

6. PeopleAdmin – How to Access
Same URL as previous version
Login using your UWG credentials
Use Firefox or Chrome – DO NOT user Internet Explorer!

7. PeopleAdmin – Overall Process
Position Management
Applicant Tracking
Hiring Proposal
Performance Management

8. PeopleAdmin – 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
Provide handout of user groups if anyone would like to have one.

9. PeopleAdmin – 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.

10. PeopleAdmin – Other User Types
Budget
Human Resources
Career Services (for student positions)
SRAP (for student positions)
Financial Aid (for student positions)

11. PeopleAdmin – Workflow Review
Provide Workflow handouts to discuss

12. PeopleAdmin – 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:
Approve and submit to HR Classification
Return transaction to Initiator

13. PeopleAdmin – Home Page Layout
Will discuss all highlighted areas.

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

15. Blue background = Applicant Tracking
Orange background = Position Management
Purple background = Performance Management

16. PeopleAdmin – 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.

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

18. PeopleAdmin - 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.

19. PeopleAdmin – Inbox
Discuss highlighted areas

20. Review and Edit as necessary
PeopleAdmin – Inbox
Review and Edit as necessary

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

22. PeopleAdmin – Workflow History
History tab will record all actions taken and date/time of action

23. PeopleAdmin - Demonstration
Demonstration of Approving a Transaction

24. PeopleAdmin – 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

25. PeopleAdmin – 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

26. PeopleAdmin – Dean/Director/AVP

27. PeopleAdmin – Inbox for Multiple Roles

28. PeopleAdmin – Contact Information
Staff Classifications Sandra Huey Regular Staff Position Postings Denise Fowler Faculty Position Postings Alicia Hargraves
Temporary Staff Position Postings Rebecca McGee Vickey Pollard System Support and Reporting ITS Help Desk Single Sign On Issues only

29. THANK YOU!!