PeopleAdmin Training Guide. Last Modified: 09/2018

Transcription

1 PepleAdmin Training Guide Last Mdified: 09/2018

2 WHAT IS? PepleAdmin is ur Talent Management slutin fr ur schl s recruitment needs. Thrugh PepleAdmin we can streamline the hiring prcess by advertising jb psitins, managing psitin descriptins (fr staff nly), nbard emplyees and cnduct EEO reprting with the analytics reprting capabilities.

3 CONTENTS REFERENCE GUIDE PepleAdmin Mdules Slide 4 Lgging In Slide 5 Submitting request fr new psitin Slide 10 Hw t mdify a psitin descriptin Slide 14 Hw t pst a SHRA/EHRA staff psitin Slide 29 Hw t pst a Faculty psitin Slide 46 Hw t pst a Temprary emplyee psitin Slide 60 Hw t deselect candidates Slide 70 Hw t fill ut Hiring Prpsal Slide 87 ONBOARD Slide 99

4 PEOPLEADMIN MODULES Hire (previusly Applicant Tracking) Thrugh the HIRE mdule yu can: pst psitins r view ld pstings (frm yur department r t psitins yu have been tied t) Yu can generate hiring prpsals If yu have access as an Applicant Reviewer r Search Cmmittee Chair yu have the capabilities t deselect candidates. Psitins (previusly Psitin Management) Thrugh the MANAGEMENT mdule yu can: Update any STAFF psitin descriptin by ging thrugh the psitin mdificatin prcess NOTE: All psitins must g thrugh this prcess if they are recruiting and changes are being made t the psitin If yu are a Hiring Manager r Supervisr yu can see all f yur direct reprts Yu have access t view SHRA Classificatins which are managed by Nrth Carlina Office f State Human Resurces (OSHR) Onbard NEW Thrugh the ONBOARD mdule, we have the capability t: Deliver a new experience t engage emplyees thrugh an autmated prcess We will be cllecting Tax frms, parking infrmatin, I-9, the emplyee data sheet, etc.

5 LOGGING IN Our emplyee prtal url is Our emplyment site t apply fr psitins is

6 LOGIN PAGE Lgging In Lgin with yur accunt username and passwrd. Initial user lgin and passwrd will be yur 96 emplyee number. New Users New Users can request a new user accunt by pressing the Request an accunt link. This will put the user int pending status. The system will send an t the Administratr. The Administratr will have t apprve the user befre they can lg in. Nte: UNCSA emplyees shuld nt request a new accunt because they are already in the system, (even new hires). Frgt yur Passwrd? If yu frgt yur passwrd, click the Request a Passwrd Reset link and the system will the user a link t reset their passwrd.

7 HOME PAGE Inbx The inbx is a ntificatin area where the system will display any items that yu need t act upn (yu will see a number appear beside the heading that is requiring an actin). Watch List The watch list displays any item that yu have flagged t be put n yur watch list. We will see this later n in the dem. (Nte: the tabs that display fr the inbx and Watch List will depend n yur permissins. Yu can always quickly access these ntificatin areas wit the buttn at the tp f the screen)

8 HOME PAGE User Drp Dwn Menu When yu lg in, yu may cme t the HIRE hmepage. Depending n the user grup yu are lgged int, yu will see the menu ptins that crrespnd t yur user permissins. The drp-dwn menu will nly be available if yu are assigned t multiple user grups, therwise, yu will nt have a drp-dwn menu and yu will simply be lgged in as yur user default.

9 HOME PAGE Mdule Sectin In the tp left sectin f the screen, yu will see three blue dts. If yu click here, yu will have the ptin t transitin t the ther mdules.

10 HOW TO SUBMIT REQUEST FOR A NEW POSITION FOR SHRA/EHRA STAFF POSITIONS ONLY

11 T request a new psitin: Please make sure Human Resurces has delegated authrity f the psitin. If we d nt have delegated authrity fr a psitin, a psitin request packet will have t be submitted t the Human Resurces Advisry Bard (HRAB). Please cntact ur Classificatin and Cmpensatin Analyst fr mre infrmatin. Maggy Sivansay

12 Once the psitin has been apprved: Human Resurces will enter the new psitin int PepleAdmin and send yu an nting the psitin has been finalized and apprved. At this pint in the prcess, the department can begin ruting the apprved psitin t pst.

13 ANY QUESTIONS?

14 HOW TO MODIFY A POSITION DESCRIPTION FOR SHRA/EHRA STAFF POSITIONS ONLY

15 T reclassify a psitin: Please make sure Human Resurces has delegated authrity f the psitin. If we d nt have delegated authrity fr a psitin, a psitin request packet will have t be submitted t the Human Resurces Advisry Bard (HRAB). Please cntact ur Classificatin and Cmpensatin Analyst fr mre infrmatin. Maggy Sivansay

16 Reclassifying a STAFF psitin: If the department is planning t reclassify a staff psitin, yu will need t fill ut a FORM 201 and attach the required dcuments. If yu have any questins abut this prcess please cntact Maggy Sivansay, When mdifying a psitin, this shuld nly be dne t update the respnsibilities and duties r update the budget infrmatin prir t psting the vacant psitin.

17 Ruting Prcess Respnsible fr verifying the infrmatin being ruted is accurate and adding the Supervisry Psitin Respnsible fr ensuring the psitin # is vacant, checking t ensure the accunt and fund # s are crrect & the department has the budget t cver the psitin At this pint HR is Respnsible fr Apprving the Psitin Originatr / Business Officer Hiring Manager / Dean / Department Head Initial HR Review Summer Intensive Budget / Budget Cabinet Level Apprver Final HR Review Respnsible fr riginating the prcess and filling ut all necessary fields fr the Psting / Hiring Prpsal Respnsible fr verifying the infrmatin presented has n cnflicts with HR plicy and prcedures Respnsible fr verifying infrmatin is accurate NOTE: Cabinet Level Apprver is nt the Chancellr s Cabinet Grup. This is either the CFO, Prvst r Chancellr s Office.

18 POSITIONS Hver ver the mdule selectin drp-dwn menu and select Psitins. Nte: Be sure yu are in the crrect grup status t start a psitin descriptin: Hver ver the Psitin Descriptins Tab and click the SHRA/EHRA Staff. This takes yu int the Psitin Descriptin list screen where yu chse a psitin in yur department t mdify. Mdify Psitin Descriptin: Step 1: Chse the crrect psitin yu need t mdify, by clicking n the psitin number t view the psitin.

19 POSITIONS Mdify Psitin Descriptin: Step 2: In the right-hand crner select Mdify Psitin Descriptin. Step 3: A pp-up bx will ask if yu wuld like t start the mdify psitin request, please select START.

20 POSITIONS Mdify Psitin Descriptin: Step 4: Update any infrmatin n the Psitin Details Tab such as: Hiring Manager/Dean/Departm ent Head Originatr/Business Officer FTE Schl Department Infrmatin Descriptin f Respnsibilities/Duties Preferred Qualificatins Knwledge, Skills, & Abilities Save then cntinue.

21 POSITIONS Mdify Psitin Descriptin: Step 5: Update the Psitin Budget Infrmatin Tab such as: Salary Min-Max $ amunts are listed n the classificatin tab fr STAFF Psitins Recruitment Range Min $ amunt frm Classificatin t Highest Max Alltted fr Psitin (based n departmental funding). Budget Summary Fund Cde Amunt Cde Amunt % Funded If Split funded add anther Budget Summary Entry Save then cntinue. NOTE: NOTE: Remember Remember we d we nt d nt enter enter Salary Salary r Recruitment r Recruitment Range Range inf fr inf EHRA fr Psitins EHRA Psitins (including (including EHRA STAFF). EHRA STAFF).

22 POSITIONS Mdify Psitin Descriptin: Step 6: Update the Emplyee Tab (ptinal): If yu wish t vacate this psitin prir t psting, yu can d s. Hwever, nce smene is hired, they will autmatically be seated in the psitin. Save then cntinue.

23 POSITIONS Mdify Psitin Descriptin: Step 7: Update the Supervisr Psitin Tab: If yu need t update the Supervisr listed fr the current psitin, please filter results t search fr the apprpriate psitin number/persn. Save then cntinue.

24 POSITIONS Mdify Psitin Descriptin: Yu can skip ver the fllwing tabs: Cmpetencies Respnsibilities and Duties Step 8: Enter any infrmatin frm the Additinal Infrmatin Tab. Is this psitin cnsidered mandatry persnnel? Will yu allw this psitin t wrk ff-campus? Is this psitin a Campus Security Authrity? Will this psitin wrk with r vlunteer in prgrams r activities that invlve minrs? Wrk Lcatin Des this persn have an ffice space, if s what is the building r ffice number. Click Save then hit Next t cntinue.

25 POSITIONS Mdify Psitin Descriptin: Step 9: Enter any infrmatin frm the ADA Checklist Tab Envirnmental Cnditins Mental Functins Sensry Functins Wrking Cnditins and Physical Demands Other Click Save then hit Next t cntinue.

26 POSITIONS Mdify Psitin Descriptin: Step 10: Please submit All Dcument Types listed except fr a Mem. A mem is nt required Nte 1: SHRA STAFF will submit the OSHR Psitin Descriptin Frm. Nte 2: EHRA STAFF will submit the HR Psitin Descriptin Frm. Click Save then hit Next t cntinue.

27 POSITIONS Mdify Psitin Descriptin: Step 11: Click n Psitin Request Summary. Review all infrmatin. Click n the range Take Actin n Psitin Request buttn then submit t the Hiring Manager / Dean / Department Head. Take Actin Bx will appear fr yu t select the HM, Dean, r DH t send t.

28 ANY QUESTIONS?

29 HOW TO SUBMIT A REQUEST TO POST A STAFF POSITION FOR SHRA/EHRA STAFF POSITIONS ONLY

30 Ruting Prcess Respnsible fr riginating the prcess and filling ut all necessary fields fr the Psting / Hiring Prpsal Respnsible fr verifying the infrmatin being ruted is accurate Respnsible fr ensuring the psitin # is vacant, checking t ensure the accunt and fund # s are crrect & the department has the budget t cver the psitin At this pint HR is Respnsible fr Psting the Psitin Originatr / Business Officer Hiring Manager / Dean / Department Head Initial HR Review Summer Intensive Budget / Budget Cabinet Level Apprver Final HR Review Respnsible fr riginating the prcess and filling ut all necessary fields fr the Psting / Hiring Prpsal Respnsible fr verifying the infrmatin presented has n cnflicts with HR plicy and prcedures Respnsible fr verifying infrmatin is accurate NOTE: Cabinet Level Apprver is nt the Chancellr s Cabinet Grup. This is either the CFO, Prvst r Chancellr s Office.

31 HIRE Hver ver the mdule selectin drpdwn menu and select the HIRE Mdule. Create New Psting: Step 1: Create New SHRA/EHRA Staff Psting Frm the Psting screen, click n the range Create Frm Psitin Descriptin buttn. A bx will pp up that asks yu t Chse the psitin request yu wuld like t start. Select New Psting. c

32 HIRE Create New Psting: Step 2: Enter the prpsed Title. If the Department r Divisin Organizatinal are nt preppulated please select the Organizatinal Units fr this psitin. Be sure t click the Supprting Dcuments bx s applicants can attach files t their applicatin.

33 HIRE Create New Psting: Step 3: Fr Psitin Details, review t make sure psitin infrmatin is crrect, and enter the fllwing: Applicant Reviewer Access Prpsed Effective Date (Start Date) Open Date Clse Date r Open until Filled (select Yes) Click Save and Cntinue.

34 HIRE Create New Psting: Step 4: Check Budget Infrmatin (This is tied t the psitin, s if changes need t be made, please let HR/Budget knw befre cntinuing n in the prcess). Click Save then hit Next t cntinue. NOT PICTURED: Budget Summary which shuld include: Fund Cde Accunt Cde Salary Percentage Funded NOTE: Remember fr EHRA psitins yu will nt enter Salary Range r Recruitment range.

35 HIRE Create New Psting: Step 5: Select the Dcuments that are needed t apply fr the psitin. Yu als have the ptin t make dcuments ptinal. Click Save then hit Next t cntinue.

36 HIRE SUPPLEMENTAL QUESTIONS

37 Quick pints Supplemental questins can be used t help answer questins abut minimum qualificatins, preferred qualificatins, where the applicant fund the listing, etc. If yu want t have disqualifying criteria fr a psting, please use supplemental questins t assist. Please nte in an effrt t keep the number f supplemental questins t a minimum, bth the user creating the questin and the Campus HR user apprving it have a respnsibility t search the supplemental questins and make sure a similar ne des nt already exist. The list f supplemental questins will peridically be reviewed and updated.

38 HIRE supplemental questins Create New Psting: Step 6: Select any Supplemental Questins yu wuld like a ptential applicant t answer. Click the range Add a questin buttn and select the questins yu wuld like t use, then hit submit. If a questin yu want t ask is nt available, yu have the ptin t create a new ne (This must be apprved by HR fr it becmes active). c

39 HIRE supplemental questins Create New Psting: Step 6: Supplemental Questins: Once yu add a questin t the psting, yu can click n the blue questin link and specify if yu want the answer chice t be disqualifying r assign pints fr assessment. Be sure t select the radi buttn fr answers yu want t be disqualifying. By making a chice disqualifying, anyne wh answers with that chice will immediately be taken ut f the pl fr the psitin. Click Save then hit Next t cntinue.

40 HIRE Create New Psting: Step 7: Add the fllwing dcuments: Recruitment Plan List f where are yu advertising utside f UNCSA Print Ad Text The verbiage f Recruitment Ad (can be added t the recruitment plan) HR / OSHR Psitin Descriptin Frm Org Chart Justificatin. T add dcuments, g t Actins and yu can Uplad New, Create New, r chse existing (By selecting the chse existing ptin it will allw yu t chse any previusly uplad dcuments) Click Save then hit Next t cntinue.

41 HIRE Create New Psting: Step 8: Enter Search Cmmittee Members. Click Add Existing Users t add thse already in the PA System Click Create New User Accunt fr smene wh needs access t view applicants and is nt currently in the system (If yu create a new user, HR will have t apprve the member). Click Save then hit Next t cntinue. Nte: All UNCSA emplyees already have an accunt and access t be a Search Cmmittee Member.

42 HIRE Create New Psting: Step 9: Enter the Evaluative Criteria. Click the range Add a Criterin buttn and select the questins yu wuld like t use, then hit submit. If a Criterin yu want t answer is nt available yu have the ptin t create a new ne (This must be apprved by HR fr it t be active). Click Save then hit Next t cntinue. Evaluative criteria are used during the search prcess, t rank applicants. When adding evaluative criteria, yu will have the pprtunity t chse an Applicant wrkflw State. This is imprtant t nte because selecting the state at which the criteria will be available, dentes when the cmmittee members can evaluate the candidate in the search prcess.

43 HIRE Create New Psting: Step 10: Guest User Access - This accunt is shared by all the guests wh need t see the psting. If yu create a guest user accunt: this will create a generic username and passwrd. Enter a valid address fr each persn wh will use this accunt. Enter nly ne address n each line. Guest users will receive a system with the guest user lgin credentials Click Save then hit Next t cntinue. Nte: All UNCSA emplyees already have an accunt and access t be a Search Cmmittee Member.

44 HIRE Create New Psting: Step 11: Review Summary Page Yu can view hw the psting will lk t the applicants and see a print preview f the applicant view f the psting. Once yu have cmpleted the review, click n the range Take Actin n Psting t submit t the Hiring Manager / Dean / Department Head.

45 ANY QUESTIONS?

46 HOW TO POST A FACULTY POSITION Yu need t be lcated in the HIRE mdule

47 Ruting Prcess Respnsible fr verifying the infrmatin being ruted is accurate Respnsible fr ensuring the psitin # is vacant, checking t ensure the accunt and fund # s are crrect & the department has the budget t cver the psitin At this pint HR is Respnsible fr Psting the Psitin / r Apprving the Hiring Prpsal Originatr / Business Officer Hiring Manager / Dean / Department Head Initial HR Review Summer Intensive Budget / Budget Faculty Affairs Final HR Review Respnsible fr riginating the prcess and filling ut all necessary fields fr the Psting / Hiring Prpsal Respnsible fr verifying the infrmatin presented has n cnflicts with HR plicy and prcedures Respnsible fr verifying Faculty language and infrmatin is accurate and cnsistent

48 HIRE Hver ver the Pstings Tab and click EHRA Faculty. Step 1: Create New EHRA Faculty Psting Step 2: Select t Create frm Psitin Type Step 3: Enter the Psitin Title, Cabinet Level (Prvst), Department, and Divisin infrmatin Under Supprting Dcuments be sure t check the bx t allw fr supprting dcuments t be upladed t the applicatin.

49 HIRE Step 4: Enter the Psitin Details Title Psitin # Schl/Dept Inf Rank Tenure Infrmatin Descriptin f Respnsibilities and Duties Required Quals Preferred Quals FTE Desired Start Date Psitin End Date* Originatr/Business Officer Dean Open Date End Date r Open Until Filled & Advertising Surces PLEASE NOTE: Rank yu can leave blank unless yu are definite f the type yu are recruiting fr. Tenure Infrmatin N/A Applicant View f tenure: UNCSA utilizes a multi-year cntract system in lieu f tenure.

50 HIRE Step 5: Enter Psitin Budget Under Budget Summary Fund Cde Accunt Cde Amunt Percentage Funded

51 HIRE Step 6: Skip ver Reference Cllectin and g t Supplemental Questins (nly needed if yu plan t ask supplemental questins; if nt please skip t the fllwing step Click n the range Add a questin buttn and g thrugh and select questins yu wuld like t ask Yu can rganize the rder nce yu have selected all f the questins Yu can select which questins will be required If there is a questin that des nt exist, yu can add a new ne, but HR will have t apprve it befre it becmes available Fr mre inf n Supplemental Questins: Please refer back t Slides 36-39

52 HIRE Step 7: Skip ver Qualificatin Grups and g t Dcuments Needed t Apply Select the necessary dcuments a candidate must submit t apply fr the psting (yu may have ptinal dcuments as well) Helpful Hints: Required Dcuments Cver Letter, CV Optinal Dcuments Media File Prtfli Media File Transcripts

53 HIRE Step 8: Psting Dcuments Please submit the fllwing: Marketing Plan List f where are yu advertising utside f UNCSA Print Ad Text Verbiage f Recruitment Ad (can be added t the Marketing Plan) Justificatin Org Chart

54 HIRE Create New Psting: Step 9: Guest User Access - This accunt is shared by all the guests wh need t see the psting. If yu create a guest user accunt: this will create a generic username and passwrd. Enter a valid address fr each persn wh will use this accunt. Enter nly ne address per line. Guest users will receive a system with the guest user lgin credentials Click Save then hit Next t cntinue.

55 HIRE Step 10: Enter Search Cmmittee Members Click n blue Add Existing User t add members Yu can filter thrugh r search fr members If a UNCSA emplyee des nt exist please cntact HR, s we can add them t the system. Nn-UNCSA emplyee can either get Guest User infrmatin r yu can create a new user accunt fr them t be added. Guest User Access If yu create a guest user accunt: this will create a generic user name and passwrd that yu can give guests t have view nly access t the psting. Yu can enter in address and an will be sent ut t thse users. Click Save then hit Next t cntinue.

56 HIRE Create New Psting: Step 11: Enter the Evaluative Criteria. Click the range Add a Criterin buttn and select the questins yu wuld like t use, then hit submit. If a Criterin yu want t answer is nt available, yu have the ptin t create a new ne (This must be apprved by HR fr it t be active). Click Save then hit Next t cntinue. Evaluative criteria are used during the search prcess, t rank applicants. When adding evaluative criteria, yu will have the pprtunity t chse an Applicant wrkflw State. This is imprtant t nte because selecting the state at which the criteria will be available, dentes when the cmmittee members can evaluate the candidate in the search prcess.

57 HIRE Step 11: Enter Evaluative Criteria (nly needed if Search Cmmittee wuld like t incrprate; if nt please skip t review infrmatin tab.

58 HIRE Step 12: Review Summary f Psitin Then submit t the Hiring Manager, Dean, r Department Head fr apprval by clicking n the range Take Actin n Psting buttn. A take Actin bx will appear fr yu t submit t the HM/Dean/DH Yu can write a message (ptinal) this message will als appear in the generated frm the PA System If yu d nt wish t add this psting t yur watch list, please uncheck the buttn Click submit t send t the psting frward.

59 ANY QUESTIONS?

60 HOW TO POST A TEMPORARY POSITION Yu need t be lcated in the HIRE mdule

61 Ruting Prcess Respnsible fr verifying the infrmatin being ruted is accurate Respnsible fr ensuring the psitin # is vacant, checking t ensure the accunt and fund # s are crrect & the department has the budget t cver the psitin Originatr / Business Officer Hiring Manager / Dean / Department Head Initial HR Review Summer Intensive Budget / Budget Final HR Review Respnsible fr riginating the prcess and filling ut all necessary fields fr the Psting / Hiring Prpsal Respnsible fr verifying the infrmatin presented has n cnflicts with HR plicy and prcedures At this pint HR is Respnsible fr Psting the Psitin / r Apprving the Hiring Prpsal

62 HIRE Hver ver the Pstings Tab and click Temprary / Student Emplyment. Step 1: Create a New Temprary/Student Emplyment Psting Step 2: Select t Create frm Psitin Type Step 3: Enter the Psitin Title, Cabinet Level (Prvst), Department, and Divisin infrmatin Under Supprting Dcuments be sure t check the bx t allw fr supprting dcuments t be upladed t the applicatin.

63 HIRE Step 4: Enter the Psitin Details Psting Type Psitin Number Wrking Title FT/PT Status Schl Department Infrmatin Wrk Schedule and Hurs Descriptin f Respnsibilities and Duties Minimum Qualificatins FTE Prpsed Effective Date Psitin End date Hiring Manager / Dean / Department Head Originatr / Business Officer Open Date Clsed Date PLEASE NOTE: Terms f Emplyment shuld be Terms f Cntract

64 HIRE Step 5: Psitin Budget Enter Salary and/r Recruitment range Under Budget Summary Fund Cde Accunt Cde Amunt Percentage Funded

65 HIRE Step 6: Dcuments Needed t Apply Select the necessary dcuments an applicant must submit t apply fr the psting (yu may have ptinal dcuments as well).

66 HIRE Step 7: Supplemental Questins (nly needed if yu plan t ask supplemental questins; if nt please skip t the fllwing step Click n the range Add a questin buttn and g thrugh and select questins yu wuld like t ask Yu can rganize the rder nce yu have selected all f the questins Yu can select which questins will be required If there is a questin that des nt exist yu can add a new ne, but HR will have t apprve it befre it becmes available Fr mre inf n Supplemental Questins: Please refer back t Slides 36-39

67 HIRE Step 8: Internal Psting Dcuments Please submit the fllwing: Marketing Plan List f where are yu advertising utside f UNCSA Print Ad Text Verbiage f Recruitment Ad (can be added t the Marketing Plan) Justificatin

68 HIRE Step 9: Review Summary f Psitin Then submit t the Hiring Manager, Dean, r Department Head fr apprval A take Actin bx will appear fr yu t submit t the HM/Dean/DH Yu can write a message (ptinal) this message will als appear in the generated frm the PA System. If yu d nt wish t add this psting t yur watch list, please uncheck the buttn. Click submit t send t the psting frward.

69 ANY QUESTIONS?

70 HOW TO DESELECT CANDIDATES Yu need t be lcated in the HIRE mdule

71 In rder t deselect a candidate: Fr SHRA/EHRA STAFF and Temprary Emplyee psitins, yu will need t be lgged in as the Applicant Reviewer While multiple peple can be assigned the Applicant Reviewer, it is strngly encuraged that nly the Chair r Hiring Manager deselect. Fr EHRA Faculty psitins yu will need t be lgged in as the Search Cmmittee Chair Only ne persn can be assigned as the Search Chair. We can change access t a different user, but multiple peple cannt be assigned t have access at ne time.

72 In rder t deselect a candidate: Step 1 Lgged in as the crrect user rle chse the applicants yu wuld like t deselect by clicking n the radi buttns assciated with the candidates name.

73 In rder t deselect a candidate: Step 2 Click n the range Actins buttn and select mve in wrkflw.

74 In rder t deselect a candidate: Step 3 Mve the candidates wh were interviewed t the interview stage and save changes. The means anyne wh was phne interviewed r received an in-persn interview/ brught nt campus

75 In rder t deselect a candidate: Yu will ntice when yu g back t the list f applicants, different persns are in different wrkflw states. Yu can n lnger d a bulk mve in wrkflw unless yu get alike persns under ne wrkflw state.

76 In rder t deselect a candidate: In rder t d s, click n mre search ptins and chse the desired wrkflw state yu wish t cntinue deselecting frm. Then click search. Step 4: Click here

77 In rder t deselect a candidate: In rder t d s, click n mre search ptins and chse the desired wrkflw state yu wish t cntinue deselecting frm. Then click search. Step 5: Chse desired wrkflw state then hit search.

78 In rder t deselect a candidate: Nw that yu have applicants wh are in a similar wrkflw state yu can cntinue t bulk deselect candidates. Repeat steps 4 & 5 as needed.

79 In rder t deselect a candidate: Nw that yu have applicants wh are in a similar wrkflw state yu can cntinue t bulk deselect candidates. Repeat steps 4 & 5 as needed.

80 In rder t deselect a candidate: Nw that yu have applicants wh are in a similar wrkflw state yu can cntinue t bulk deselect candidates. Repeat steps 4 & 5 as needed.

81 In rder t deselect a candidate: Nw that yu have applicants wh are in a similar wrkflw state yu can cntinue t bulk deselect candidates. Repeat steps 4 & 5 as needed. If ding a bulk mve in wrkflw while deselecting, yu can chse a standard state and reasn change fr all applicants but still g thrugh and put the desired wrkflw state and reasn fr each candidate. Be sure t save changes. See example.

82 In rder t deselect a candidate: If at any pint yu have issues with bulk deselecting yu can cntinue t mve candidates thrugh the wrkflw prcess by clicking n each individual candidates hyperlink and ging int their applicatin. Click n hyperlink t g int the applicatin.

83 In rder t deselect a candidate: When viewing smene's applicatin yu will need t click n the range Take Actin n Jb Applicatin and select the desired wrkflw state fr the candidate and the desired reasn cde (if needed).

84 In rder t deselect a candidate: Step 6 When yu have chsen the desired candidate and are ready t hire, please make sure this candidate is in the Recmmend fr Hire wrkflw state s yu can begin the Hiring Prpsal.

85 Deselectin Cdes Fr access t deselectin cdes please cntact HR.

86 ANY QUESTIONS?

87 HOW TO COMPLETE HIRING PROPOSAL Yu need t be lcated in the HIRE mdule

88 HIRING PROPOSAL We n lnger need the 105, 202, 301, r 401 t be cmpleted if hiring is cmpleted thrugh the PepleAdmin System. As mentined befre, the candidate yu wish t hire must be in the Recmmend fr Hire wrkflw state. Only the Originatr/Business Officer r Hiring Manager/ Dean / Department Head tied t the psting will have access t begin the Hiring Prpsal nce the candidate is in the required wrkflw state.

89 Cmpleting HIRING PROPOSAL Step 1: Persns wh have access t begin the HP will need t click n the candidate s applicatin and click n START HIRING PROPOSAL.

90 Cmpleting HIRING PROPOSAL Step 2: Chse the desired psitin descriptin. FOR STAFF POSITIONS ONLY: If using a psting t fill multiple psitins be sure yu are chsing the crrect psitin that will crrespnd with each candidate. Fr these special cases, yu can call HR fr assistance.

91 Cmpleting HIRING PROPOSAL Step 3: Fill in the fllwing infrmatin under the Hiring Prpsal Tab: All applicant and psitin infrmatin shuld autfill within the Hiring Prpsal. Applicant Infrmatin Infrmatin will pull frm the candidate s applicatin Please be sure their name, address, telephne number, & address are present n the HP Then scrll dwn t the psitin infrmatin.

92 Cmpleting HIRING PROPOSAL Step 4: Fill in the fllwing infrmatin under the Hiring Prpsal Tab: Psitin Infrmatin Infrmatin will pull frm the psitin descriptin Please be sure the fllwing are crrect: Psitin Title Psitin Number FT/PT Status FTE Fr Faculty: check whether the candidate will be a Faculty Serving as an Advisr and MYC Cntract Length Leave reprt Apprver Then scrll dwn t Hiring Prpsal Infrmatin.

93 Cmpleting HIRING PROPOSAL Step 5: Fill in the fllwing infrmatin under the Hiring Prpsal Tab: Hiring Prpsal Infrmatin Please be sure t enter the fllwing infrmatin: Reasn fr Selected Candidate (a minimum f 2-3 speaking t their experience and qualificatins) Pay Type (Hurly/Salary) Actual Starting Salary Persnnel Date Effective Date Appt End Date if a temprary emplyee Backgrund Check Required Field (Always yes except fr Student Jbs) Be sure t save all changes then cntinue t Psitin Budget Infrmatin.

94 Cmpleting HIRING PROPOSAL Example f Justificatin needed fr Hiring Prpsal: Jane Smith s educatin includes a B.A. degree in a related study area, which is a requirement fr this psitin. Her experience includes business administratin, financial management, persnnel planning, and the supervisin f thers. Jane als has related experience with university ffice frms and duties assciated with a Business Officer. The psitin requires that persnnel wrk clsely with the Department Head in ensuring the smth peratin f the department as a service prvider. A review f Jane s wrk histry with the University shws an individual wh has wrked in prgressively respnsible psitins that have given her the pprtunity t acquire higher levels f respnsibility. Lastly, frm her answers during the interview and frm the references prvided, Ms. Smith has demnstrated excellent interpersnal skills, initiative, and gd judgment. She was well prepared fr the interview, gave thughtful respnses t the questins, and shwed a keen interest in the psitin.

95 Cmpleting HIRING PROPOSAL Step 6: Fill in the fllwing infrmatin under the Psitin Budget Infrmatin Tab: Budget Summary Infrmatin Please be sure the fllwing infrmatin is crrect Fund Cde Accunt Cde Amunt (This amunt shuld nw match the Actual Starting Salary ) Percentage Funded: Be sure t save any changes then g t Hiring Prpsal Dcuments.

96 Cmpleting HIRING PROPOSAL Step 7: Fill in the fllwing infrmatin under the Hiring Prpsal Dcuments Tab: Initial Functinal Cmpetency Assessment SHRA POSITIONS ONLY Please cmplete the frm prir t ruting in the system. YOU ARE NOT REQUIRED TO SUBMIT ANYTHING FOR BUDGET AUTHORIZATION. Save changes and cntinue t Hiring Prpsal Summary.

97 Cmpleting HIRING PROPOSAL Step 8: Review the summary page fr the Hiring Prpsal and rute. Click n the range Take Actin n Hiring Prpsal t rute. The ruting wrkflw fr Hiring Prpsals is the same depending n which psitin type yu are ruting:

98 Cmpleting the Hiring Prpsal Once the HP cmes t HR fr Final Review, we will make sure: All applicants have been deselected Cnfirm start and rientatin date (if needed) fr emplyee Apprve HP supervisr and applicant the signed ffer letter frm HR r Prvst Office. Send the applicant their checklist t ONBOARD!

99 ANY QUESTIONS?

100 ONBOARD Yu need t be lcated in the ONBOARD mdule

101 Create/update Onbarding Tab Once the Hiring Prpsal is verified by HR, HR will create the Onbard event fr the New Hire. The New Hire accunt is autmatically created n the Onbard site. New Hire

102 Creating accunt and checklist The accunt infrmatin is imprted frm PA7 all infrmatin will preppulate int the Hiring Frms. Checklist types SHRA/EHRA Staff M/Y Faculty Visiting Faculty Temprary Hires Student Hires Due Date will always be the day prir t Orientatin but frms can be cmpleted and submitted at any time.

103 Ntificatin s s will be sent t New Hire with the event creatin and changes in status. HR can als send s if: New Hire needs reminder Items still require signature/apprval This will link the new hire t nbard site

104 Needs Attentin: actins t be cmpleted

105 Needs Attentin: actins t be cmpleted As dcuments are cmpleted they rute t the applicable departments/staff members fr review r signatures: SHRA/EHRA/Temp frms : Human Resurces Faculty frms : Faculty Affairs/Human Resurces Direct Depsit/Tax Frm: Payrll Vehicle frms : Department/Campus Plice

106 Cmpleted Tasks These items update frm the Needs attentin tab as they are signed r reviewed.

107 Available items thrugh prtal Frms Links Direct Depsit (verificatin dcuments can be upladed) Vehicle Registratin Emplyee Data Sheet Benefits Vide Tax frms (W-4, NC-4, NC-EZ) Campus Map I-9 frm (verificatin dcuments must be brught t rientatin) Backgrund Check

108 ANY QUESTIONS?