1. Dean/Director/AVP Training
PeopleAdmin 7
Dean/Director/AVP 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
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 positions will use PA beginning Dec. 7, 2015
Student positions will use PA beginning Dec. 7, 2015
Faculty positions- More announcements to come!
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 Approver (AA/SAEM only)
Provost/VPAA – Faculty positions 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
Dean/Director/AVP – this user role will review and approve the information after approval by the Department Chair/Manager, Human Resources, Budget Services, and the Department Budget Manager. This user can return the position to the Initiator or the Department Chair/Manager for corrections if necessary. This user group will have read-only access and is not permitted to edit any entries in PeopleAdmin, besides the comments section.

10. PeopleAdmin – User Types
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.
Example: A Dean/Director/AVP is probably most often using the Dean/Director/AVP role but if he/she needs to approve a position that is a direct report, he/she would do this under the Department Chair/Manager role. Likewise, if the Dean/Director/AVP needs to update applicant status or move an applicant forward for hiring, he/she would take this action under the Search Committee Chair role.

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

12. PeopleAdmin – Workflow Review
Provide Workflow handouts to discuss

13. PeopleAdmin – Actions
As the Dean/Director/AVP role, you will need to review the position details
Three actions that can be taken upon review:
Approve and submit to the next level approver
VP/Provost Office Budget Approver (AA/SAEM only)
Vice President
Return transaction to Department Chair/Manager
Return transaction to Initiator

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

15. PeopleAdmin – Home Page
When using PeopleAdmin the user must determine two things:
1. What user role do I need to use? Employee, Dean/Director/AVP, etc.
2. What type of action do I need to take? Applicant Tracking or Position Management

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

17. 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.

18. 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 Dean/Director/AVP role.
View your Inbox

19. 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.

20. PeopleAdmin - Inbox
Discuss highlighted areas

21. PeopleAdmin - Inbox
Review

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

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

24. PeopleAdmin - Demonstration
Demonstration of Approving a Transaction

25. PeopleAdmin – Department Chair/Manager
If you are approving the action as a Department Chair/Manager, logging into the system is the same
Select the Department/Chair Manager role under Position Management

26. PeopleAdmin – Department Chair/Manager
Locate transaction in your Inbox
Department Managers do have the ability to edit the information within the position
Department Managers can either return the transaction to the Initiator or approve and submit to HR Classification for review

27. PeopleAdmin – Department Chair/Manager

28. PeopleAdmin – Inbox for Multiple Roles

29. PeopleAdmin – Contact Information
Staff Classifications Sandra Huey Regular Staff Position Postings Denise Fowler Faculty Position Postings Alicia Hargraves
Temporary Staff Position Postings Rebecca McGee Student Employee Postings LaToya Scroggins Vickey Pollard System Support and Reporting

30. THANK YOU!!