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Project Scope New 8.0 Look and Feel Administer Workforce Overview Recruitment Update Training

Demonstration Overview. Project Scope New 8.0 Look and Feel Administer Workforce Overview Recruitment Update Training . Upgrade Team. Lorraine Frost - Director Charlie Tabbut – Technical Dale West - Human Resources Twillea Carthen - Human Resources Jenny Casillas - Human Resources

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Project Scope New 8.0 Look and Feel Administer Workforce Overview Recruitment Update Training

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  1. Demonstration Overview • Project Scope • New 8.0 Look and Feel • Administer Workforce Overview • Recruitment Update • Training

  2. Upgrade Team • Lorraine Frost - Director • Charlie Tabbut – Technical • Dale West - Human Resources • Twillea Carthen - Human Resources • Jenny Casillas - Human Resources • Sheila Torres - Human Resources • Diana Cozad - Benefits • Pegeen Davison - Payroll • Shirley Dorsey - Payroll • Ron Rodriguez - Technical • Debbie Craney - Academic Personnel • Doris SelvaPagan - Training and Documentation • Josetti Fields - Functional Consultant • Ken Kish - Technical Consultant

  3. HR Version 8.0 Scope • Upgrade process will include: • Fit/Gap Sessions • Business Process Design Sessions • Second Pass- Conversion • Acceptance Testing • Final Conversion/Cut Over

  4. New 8.0 Look and Feel Functional Highlights • Web browser based (HTML) - accessible from anywhere. • Panels are now ‘Pages’. • Navigation changes - Use page or browser • No more ‘Hot-Keys’ or Tool Bar Buttons - Replaced with ‘Hyperlinks’ • Panel scroll bars replaced with ‘Toggle Buttons’. • Row insert now done using a ‘+’ or ‘-’ button.

  5. New 8.0 Look and Feel Password now case sensitive

  6. New 8.0 Look and Feel All ‘Hyperlinks’

  7. New 8.0 Look and Feel Additional ‘Hyperlinks’ Browser Navigation

  8. New 8.0 Look and Feel Opens new browser session Update Display All vs. Correction Larger List Box

  9. New 8.0 Look and Feel Toggle between history rows Links to other page groups within Job Data

  10. New 8.0 Look and Feel Adding/Deleting Rows

  11. Administer Workforce – Change Highlights • Names are now broken up. • Work Location page now has a field named ‘Job Indicator’ • Job Labor is a new page in the ‘Job’ page group. Union code assignment is now displayed directly on the “Job’ pages as opposed to ‘Job Labor’ in the Manage Labor Relations menu. • Salary Plan information is now on it’s own page (separated from compensation amounts). • Benefit record number is now on the Benefit Program participation page so with multiple positions you do not have to toggle between two pages.

  12. Administer Workforce System derives name Name components entered here

  13. Administer Workforce Multiple Job Indicator

  14. Administer Workforce Union code on Job

  15. Administer Workforce Salary plan info on separate page

  16. Administer Workforce Sal plan not on same page Multiple Pay Components

  17. Administer Workforce Two pages now for employment info Time and Labor Info

  18. Administer Workforce Ben record # now on Program Participation Page

  19. Recruitment Recruit Workforce Update • Automated tracking of Applicants • Resume Entry • Affirmative Action for Applicant Hires • Generating Letters and Labels for Interviewees

  20. Training HR V8.0 Training • Version 8.0 navigation tutorial is available today. Classroom workshops are scheduled in June 2002. http://cms.csusb.edu/course.asp#Jun • Just-In-Time Training V8 training guides from CO are available at http://cms.calstate.edu/T4_MWkshps&Training.asp • It is recommended for End Users to visit this site and provide feedback to Lfrost or Dpagan. • Step-by-Step guides are currently being developed and will be posted at the CSUSB CMS Web page at the Training link. Completed Guides include: Brio Portal, AP Query and PO Reports

  21. Training Step-by-Step Guide Deleting Gray Columns when running Queries to Excel in PeopleSoft. Prior to running your query in PS using the drop down menu from the top of the panel 1. Select Edit from the top of the menu (can be from any panel) 2. Select Preferences 3. Select Configuration 4. Click on the nVision tab 5. Enter '0' in the field "Space Between Query Columns" 6. Click Apply 7. Click OK 8. Run your Query and the gray columns are gone! NOTE: You MUST set this option each time you open up PeopleSoft, it is not a saved option.

  22. Q&A

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