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Kuali People Management for the Enterprise - Position, Job, and Leave Management

Kuali People Management for the Enterprise - Position, Job, and Leave Management. Presenters: Carla R. Espinoza and Mindi Balmer Date: Wednesday, November 16, 2011 Time: 2:30 to 3:30 PM. What is KPME?.

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Kuali People Management for the Enterprise - Position, Job, and Leave Management

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  1. Kuali People Management for the Enterprise - Position, Job, and Leave Management Presenters: Carla R. Espinoza and Mindi Balmer Date: Wednesday, November 16, 2011 Time: 2:30 to 3:30 PM

  2. What is KPME? • Project to build a fully functional, modular, enterprise-wide HR and payroll system following the Kuali structure: • Open Source Licensing • Community Development Model • Commercial Affiliate Support • Functionally driven, so it meets the needs of its users and their unique customers • Combination of the best ideas from multiple institutions

  3. Kpme Big pICTURE

  4. Leave Management • Development in progress – Target deliver Q2 2012 • Accruals for all employee types, configurable rates, holidays, leave types etc • Leave requests / time off reporting with routing and approval • Planning – plan your time off for the entire year • Integrated with Time and Attendance to allow time tracking employees to request, report and plan time within one application • https://wiki.kuali.org/display/KPME/Leave+Management+Module

  5. Requirements process: Leave Management • Identified Indiana University’s ePTO system as baseline for the module • An online leave reporting system for professional staff • Drafted requirements low level requirements based on the ePTO system and intuitions needs • System needs to handle non-exempt staff • Integration with Kuali Timekeeping module • Configurability to suite many different leave types and policies • Spring Workshop with partner institutions reviewed requirements to identify gaps and desired enhancements • Leave Requests • Control of FLMA and Workman Comp leave\ • Integration with Payroll

  6. Examples of revelations during spring workshop • Allow auto submission after reporting period even if no leave usage is reported • Leave Requests was missing from ePTO, but was a requirement for partner schools • FMLA and Workman Comp leave eligibility and reporting • Max balance options… i.e. transfer, payout, etc… • Employee to employee donation option • Changes to an employee’s FTE

  7. Leave Management Needs to have… • What does a Leave Management System need to have to work at your institutions? • To automatically identify earn rate by employee classification and qualifying service? • To update accruals to leave banks monthly, annually, or by fiscal year? • To fully document requests and approvals? • To generate follow-up inquiries regarding documentation on leave that requires such documentation? • To provide real time information to managers, supervisors, and employees? • To allow for easy corrections and updates? • To integrate with payroll and entitlements, i.e. FMLA? • Others?

  8. Position Management • Define / Maintain positions and related attributes within your institution • Designed to allow 1 to many incumbents for a given position • Identify funding sources for budgeted positions • Define roles and responsibilities for a position • Position attributes copied to employee job at hire time • https://wiki.kuali.org/display/KPME/Position+Management+Module

  9. Position ManagementQuestions that will be asked? • Is there a baseline system to use for starting point for initial requirements? • What special position management requirements do institutions have? • Development of common terminology for Position Management and other KPME modules? • Best practices from current position management systems?

  10. Position Management needs to have… • What does a Position Management System need to have to work at your institutions? • Status of position: FTE, temporary, as needed • Identification of account(s) funding the position)? • Source of funding, i.e. contracts, grants, state, collaborations or joint accounts? • Timelines and renewability of funding? • Status as encumbered, vacant, under review? • Location(s) or work site • Supervisor(s) • Documented with position description or classification specs

  11. Contact us • Mindi Balmer, Iowa State KPME Business Analyst mindi@iastate.edu 515.294.0673 • Carla Espinoza, Iowa State AVP, Human Resources crespin@iastate.edu 515.294.3269

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