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August 2003. Agenda. Process Overview PeopleSoft Human Resources Create Job Requests Hire Students Terminate Students Inquire on Students On-line Documentation Navigation Tips. Process Overview. Department Creates Job Request. Job Posted/ Advertised. Student - PowerPoint PPT Presentation

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Page 1: August 2003

August 2003August 2003

Page 2: August 2003

Process Overview

PeopleSoft Human Resources

Create Job Requests

Hire Students

Terminate Students

Inquire on Students

On-line Documentation

Navigation Tips

AgendaAgenda

Page 3: August 2003

Process OverviewProcess Overview

DepartmentCreates

JobRequest

StudentData

OvernightFeed To

PeopleSoftand

Kronos

JobPosted/

Advertised

StudentAppliesFor Job

DepartmentHires

Student

Page 4: August 2003

Non-BC Student Hire ProcessNon-BC Student Hire Process Paper Hire Form completed by DepartmentStudent I-9 Form completed in HRSCStudent Tax, Direct Deposit and Personal Data forms brought to HRSCHire processed in PeopleSoft by HRSC

BC Student Hire ProcessBC Student Hire Process

Job Request created in PeopleSoft by DepartmentBudget checking occurs at hire, not at job requestStudent I-9 Form completed in Student ServicesStudent Tax and Direct Deposit forms brought to HRSCHire processed in PeopleSoft by Department

Process OverviewProcess Overview

Page 5: August 2003

PeopleSoft is a database that stores related information

PeopleSoft HR/Payroll contains employee human resources and payroll data:

Personal Data Job Data Benefits Data Position Data Paycheck Data Training Data Faculty Data Job Applicant Data

PeopleSoft Human ResourcesPeopleSoft Human Resources

Student Hire Data

Page 6: August 2003

On the Internet via Agora 24 X 7

Add it to your favorites!

Open Agora inInternet Explorer

Enter username

Enter pin number

Click Sign In

1

2

3

4

PeopleSoft Human ResourcesPeopleSoft Human Resources

Page 7: August 2003

PeopleSoft Human ResourcesPeopleSoft Human Resources

Select PeopleSoft Human Resource Services

Page 8: August 2003

PeopleSoft Human ResourcesPeopleSoft Human Resources

Student Hiring items located in “BC Custom” menu

Page 9: August 2003

Use = Process Pages

PeopleSoft Human ResourcesPeopleSoft Human Resources

Page 10: August 2003

Inquire = Summary Pages

PeopleSoft Human ResourcesPeopleSoft Human Resources

Page 11: August 2003

Create Job RequestsCreate Job Requests

Department enters Job Request Information:Department InformationJob InformationContact NameWebsite Posting

Department may use Budget Calculator to estimate the budget dollars needed to hire students for this request

Informational only

Page 12: August 2003

Hire StudentsHire Students

Department enters Student Information:EmplIDPayroll Information

• I-9 not completed: e-mail message sent to student, student cannot be hired

• Once all requirements are met, student hire is processed overnight

• Hire is a foreign student: hire is pending Foreign National Tax Specialist approval

• Pay rate is above the allowable limit: hire is pending Student Services approval

Page 13: August 2003

Terminate StudentsTerminate Students

Department terminates students who:Were hired but never worked in the positionLeave their position before the employment

period is scheduled to endHave graduated

Terminating students frees up funds to be used for other students

Always use the appropriate effective date for termination

Do not terminate students you know will be returning to work the next employment period

Page 14: August 2003

Inquire on StudentsInquire on Students

Student Hiring information displayed in list format:Student InformationJob Information

Inquire on Student Hiresby Account Codeby Department

Inquire on Job Detailsby Account Codeby Department

Inquire Student Hires by Job

Inquire Jobs by Students

Page 15: August 2003

PeopleSoft DemonstrationPeopleSoft Demonstration

Page 16: August 2003

On-line DocumentationOn-line Documentation

On the Internet via HR Website: www.bc.edu/hrwww.bc.edu/hr

Add it to your favorites!

Up-to-date information

Field-by-field instructions for all processes

Page 17: August 2003

Have a Question?Have a Question?

Human Resources Information TechnologySerene Silva Peggy ZoladPhone: (617)552-6421 Phone: (617)552-6424E-mail: [email protected] E-mail: [email protected]

PeopleSoft Navigation

Student ServicesTerry RezzutiPhone: (617)552-4984E-mail: [email protected]

Student Job Requests

HRSC RepresentativesPhone: (617)552-4772E-mail: [email protected]

Student Hire Processing

Page 18: August 2003

Hyperlinks

Go Back Home

Always Sign Out of

PeopleSoft

Navigation TipsNavigation Tips

Click Hyperlinks to open more options to the right.Click the Home link to return to the PeopleSoft Home Page.Never exit PeopleSoft without clicking the “Sign Out” link.

Page 19: August 2003

Menus Function

Groups

Functions

For those also using PeopleSoft Financials, note that menus in PeopleSoft HR open to the right instead of opening downward.

Navigation TipsNavigation Tips

Page 20: August 2003

Open New Window

Breadcrumb Trail

Click the hyperlinks in the Breadcrumb Trail to navigate back.Click the New Window link to open multiple PeopleSoft windows.

Navigation TipsNavigation Tips

Page 21: August 2003

Navigation TipsNavigation Tips

Never use the Explorer back button to navigate back.

Page 22: August 2003

Navigation TipsNavigation Tips

When doing data entry, never press [Enter] on the keyboard.Pressing [Enter] will SAVE information entered on the page.Always press [Tab] or mouse-click to move out of a field.

[Tab]

[Enter]

Page 23: August 2003

Navigation TipsNavigation Tips

Enter search criteria. The less you enter, the broader your search.Click the “Lookup” button to perform the search.

Click the magnifying glass to open a Lookup Page to search forfield values.

Page 24: August 2003

Navigation TipsNavigation Tips

Click hyperlink to make selection from returned search results.

Click on any

hyperlink in the row to select it

Page 25: August 2003

It is recommended that you:1. Enter Last Name (case sensitive) in the field2. Click the magnifying glass to open the Lookup Page3. Click the “Lookup” button to perform a search on Last Name4. Click on the hyperlink in the Search Results list for the name you

wish to select

Navigation TipsNavigation Tips

Name searches are case sensitive and strict on format.Format is Last,First (no space).

Page 26: August 2003

Navigation TipsNavigation Tips

Click "View All" hyperlink to view all rows of data.Click “First” or “Last” hyperlinks to view first or last rows.Click Left/Right Arrow buttons to view previous or next row.

View All Data Rows on One

Page

View First Row

View Last Row

View Previous Row

View Next Row

Page 27: August 2003

Navigation TipsNavigation Tips

Use the “Return to Search” button to return to theSearch Results page.

Use the List buttons to return to move up or downthrough the search results.