Human Capital Management Implementation Project Sign-Off€¦ · HR045 - Leave of Absence...
Transcript of Human Capital Management Implementation Project Sign-Off€¦ · HR045 - Leave of Absence...
Human Capital Management
Implementation
Human Resources
Project Sign-Off
Monday, February 20, 2017
(c) 2016 Board of Regents of the University System of Georgia. All Rights Reserved.
Table of Contents
i
1-HCM Data Flow Inputs and Outputs DESCRIPTION ENTERPRISE DIAGRAM PROVIDING “THE BIG PICTURE”
PURPOSE A. Presents key modules, processes and interfaces
B. Highlights points of integration, input and output of system data
C. Highlights outstanding decisions related to the design, development, configuration and implementation processes
PRIMARY USERS Steering Committee, Practitioners, ITS, SSC and USO Management
2-HCM Business Process Listing (HCM-003-BPR) DESCRIPTION QUICK REFERENCE LISTING OF MAJOR TASKS
PURPOSE A. Defines scope of the core implementation, based on the related business process and practitioner community
B. Serves as a “common denominator” for design, development, testing and training documentation
PRIMARY USERS Practitioners
3-HCM Business Process Flow Diagrams – Future State DESCRIPTION VISIO DIAGRAMS PRESENTING PROCESSING STEPS IN A SEQUENTIAL FORMAT,
SEGREGATED BY THE SECURITY ROLE NAME
PURPOSE A. Confirms touchpoints and “hand-offs” within a business process B. Identifies control points and segregation of duties
PRIMARY USERS Practitioners
4-HCM Business Process Fact Sheet (HCM-002-BPR) DESCRIPTION BUSINESS IMPACT SUMMARY
PURPOSE A. Presents changes to business policies and procedures, resulting from the implementation
B. Serves as the basis for the communication plan, “delta training” and other change management initiatives
PRIMARY USERS Steering Committee, Process Owners, Communications Team, Training Teams
PeopleSoft Modules
Human Resources
Recruiting/Onboarding
· TAM· Taleo· PeopleAdmin· Hire Touch
HR Custom Processes· ePaf· SmartHR Templates
· PPGRA
· Budget Prep
Manual Data Entry
Time and Labor/Absence Management
Base Benefits
Payroll for North America
Manage Faculty Events
HR Data Mart
Georgia First
Financials
Commitment Accounting
· IPEDS· Faculty Digest· Ad Hoc
Reporting
· Academic Affairs
· Contract Processing
Banner
Human ResourcesInput & Outputs
ITS Application
Support
Delivered Functionality
· Manager Self-Service· Employee Self-Service
HCM Business Process ListingHCM-003-BPR
Human Resources
Process Name Tracking Only?
HR001 - Onboard New Employee No
HR002 - Administer Background Checks No
HR003 - Hire - Part Time Faculty (Automated) No
HR005 - Electronic Personnel Action Forms No
HR006 - Hire - New Employee (Full Benefits into a Vacant Staff Position) No
HR007 - Hire - New Employee (Vacant Non-Benefited Staff Position) No
HR008 - Hire - New Employee (Full Benefits into a Vacant Faculty Position) No
HR009 - Add a Contingent Worker or Person of Interest No
HR010 - Hire - New Non Work Study Student (Vacant Position) No
HR011 - Hire - New Graduate Student (Vacant Position) No
HR012 - Hire - Federal Work Study (Multi-Encumbent position) No
HR013 - Hire - New Employee (Vacant Non-Benefited Faculty Position) No
HR014 - Promote faculty employee (within same institution) No
HR015 - Rehire Retired Faculty Employee No
HR016 - Transfer of Faculty Employee (including leave balances) within institution No
HR017 - Hire a new regular employee into a vacant part time (non-benefited) faculty position No
HR018 - Hire - Non-Resident Alien (Vacant Position) No
HR019 - Update - Non-Resident Alien (Social Security) No
HR020 - Terminate - Faculty (Voluntary) No
HR021 - Terminate - Faculty (Involuntary) No
HR022 - Terminate Staff (Voluntary) No
HR023 - Terminate Staff (Involuntary) No
HR024 - Complete Contingent Worker/Person of Interest No
HR025 - Rehire - USG staff (TRS, ORP, or ERS) No
HR026 - Rehire - USG faculty (TRS, ORP, or ERS) No
HR028 - Rehire - Retired Employee No
HR029 - Administer Dual Appointment No
HR030 - Transfer of Staff Employee (incl leave balances) within institution No
HR031 - Inter-Transfer of Employee (incl leave balances) w/in oneusg No
HR032 - Transfer of Employee (incl leave balances) to non-oneusg institution No
Monday, February 20, 2017 Page 1 of 3
HCM Business Process ListingHCM-003-BPR
Human Resources
Process Name Tracking Only?
HR033 - Promote Employee (within same institution). No
HR034 - Add Concurrent Job (at same institution) - Faculty No
HR035 - Add Concurrent Job (at same institution) - Staff No
HR041 - Administer Progressive Discipline No
HR042 - Suspend an Employee No
HR044 - Annual HR Reports (IPEDS, VETS 100, EEOC, AA) No
HR045 - Leave of Absence Processing (Paid or UnPaid) No
HR046 - Return Employee from Leave of Absence (Paid or Unpaid) No
HR047 - Creating and Maintaining Department Table No
HR048 - Creating and Maintaining Action/Action Reason codes (system functionality) No
HR050 - Position Management (Add) No
HR051 - Position Management (Update) No
HR052 - Administer Jobs (Job Code and Job Family) No
HR056 - Process Separation Notice No
HR062 - Reclassify Job No
HR063 - ID Delete No
HR099 - Recruit Faculty No
HR100 - Recruit Staff No
HR207 - Retirement Processing No
Monday, February 20, 2017 Page 2 of 3
HCM Business Process ListingHCM-003-BPR
End of Report
Monday, February 20, 2017 Page 3 of 3
HR006 – Hire a New Employee w/ Full Benefits into a Vacant Staff PositionC
AN
DID
ATE
BO
R_I
TS_A
DM
INB
OR
_HR
_MA
NA
GER
(D
epar
tmen
t M
anag
er)
BO
R_H
R_A
NA
LYST
Last Update: 06.28.2016
Receive/ Accept & Return Offer
Letter
Continue Onboarding (I-9, Offer, HIR Docs)Note: Institutions using
TAM/CG may skip this step.
Notify BN, PY,
Bud, Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
End
Extend Candidate Offer
& Begin Onboarding
Legend:AN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Review Selection Pool
Candidates
Verified w/ Affirmative
Action?
No
Yes
HR099Recruit Faculty
Interview and Select
Candidate
OPTIONAL PRE-HIRE:Enter POI &
Personal Data
AN001 Benefits Enrollment for Newly Eligible
Employees
AN002Retirement
Plan Enrollment for Newly Eligible
HR007 – Hire a New Regular Employee into a Vacant Non-Benefited Staff Position – Temp StaffC
and
idat
eB
OR
_ITS
_AD
MIN
BO
R_H
R_M
AN
AG
ER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_AN
ALY
ST
Last Update: 02.17.2017
Receive/ Accept & Return Off
Letter
Continue Onboarding
(I-9, Offer, HIR Docs)Note: Institutions using TAM/CG
may skip this step.
Notify BN, PY,
Bud, Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
End
Extend Candidate Offer
& Begin Onboarding
Legend:AN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Review Selection Pool
Candidates
Verified w/ Affirmative
Action?
No
Yes
HR099Recruit Faculty
Interview and Select Candidate
OPTIONAL PRE-HIRE:Enter POI & Personal
Data
AN004Manage
Savings Plans
HR008 – Hire a New Regular Employee w/ Full Benefits into a Vacant Faculty PositionC
and
idat
eB
OR
_ITS
_AD
MIN
BO
R_H
R_M
AN
AG
ER
Aca
dem
ic A
ffai
rsB
OR
_HR
_AN
ALY
STB
OR
_FA
C_
SUP
PO
RT
Last Update: 02.17.2017
Review Selection Pool
Candidates
Verified w/ Affirmative
Action?
Receive/ Accept & Return Off
Letter
Continue Onboarding
(I-9, Offer, HIR Docs)Note: Institutions using
TAM/CG may skip this step.
No
Yes
Notify PY, Bud,
Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
Extend Candidate
Offer & Begin Onboarding
Legend:AN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR099Recruit Faculty
End
Interview and Select
Candidate
OPTIONAL PRE-HIRE:
Enter POI & Personal Data
Benefits Enrollment for Newly Eligible
Employees
FE101
Establish New Faculty
AN002
Retirement Plan
Enrollment for Newly Eligible
AN001AN022
Manage 7/5ths
Initiate Background
Check
HR010 – Hire a New Student into a Vacant Position (Non Federal Work-Study Students)C
and
idat
e/St
ud
ent
BO
R_I
TS_A
DM
INB
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_AN
ALY
ST
Last Update: 06.28.2016
Student Data
Integration Verification
Extend Offer & Begin
Onboarding
Receive/ Accept & Return Off
Letter
Enter Personal Data. Continue Onboarding.
I-9, Offer, HIR Docs)Note: Institutions using TAM/CG
may skip this step.
Notify PY, Bud,
Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
End
B
BA
A
Student Data
Verified?No
Legend:AN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100Recruit
Staff
OPTIONAL PRE-HIRE:Enter POI & Personal
DataB
End
Initiate Background
Check
Review Selection Pool
Candidates
Verified w/ Affirmative
Action?
No
Yes
Interview and Select
CandidateYes
HR011 – Hire a Grad Student into a Vacant Position - AdministrativeC
and
idat
e /
Stu
den
tB
OR
_ITS
_AD
MIN
BO
R_H
R_M
AN
AG
ER
(GR
AD
STU
DIE
S)B
OR
_HR
_AN
ALY
ST
(GR
AD
STU
DIE
S)Last Update: 06.28.2016
Review, interview &
Select applicant
Extend Offer & Begin
Onboarding
Receive/ Accept & Return Off
Letter
Enter/verify Personal Data. Continue Onboarding
Note: Institutions using TAM/CG may
skip this step.
Notify BN, PY,
Bud, Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
End
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100Recruit
Staff
OPTIONAL PRE-HIRE:Enter POI & Personal Data
AN001
Offer Benefits to Newly Eligible
Employees
HR012 – Hire a federal work study student into a multi-incumbent positionB
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)A
pp
lican
t/St
ud
ent
BO
R_H
R_A
NA
LYST
BO
R_I
TS_A
DM
INFW
S C
oo
rdin
ato
r
Last Update: 06.28.2016
Request WS Assignment
Complete & Submit
Forms to FWS Coord
Is EE Eligible for
FWS?
End
No
Yes
Email FWS Agreement to
Student
Coordinate Job Posting with FWS
Submit Hire Request Form to
HR
Enter/Verfy Personal Data. Continue Onboarding
Note: Institutions using TAM/CG
may skip this step.
Notify PY, Bud,
Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
End
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Start
OPTIONAL PRE-HIRE:Enter POI & Personal
Data
Initiate Background
Check
HR013 – Hire a Grad Student into a Vacant Position – Graduate Teaching AssistantB
OR
_HR
_AN
ALY
ST
(Stu
den
t A
cco
un
ts)
Can
did
ate/
Stu
den
tB
OR
_HR
_MA
NA
GER
(D
epar
tmen
t M
anag
er)
BO
R_H
R_A
NA
LYST
BO
R_I
TS_A
DM
IN
Last Update: 07.01.2016
Review, Interview and Select Candidate
Extend Candidate Offer
& Begin Onboarding
Verify/Enter Personal Data. Continue Onboarding
Note: Institutions using TAM/CG
may skip this step.
Notify BN, FE,
PY, Bud, Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR099Recruit
FACStart
OPTIONAL PRE-HIRE:Enter POI & Personal
DataEnd
Receive, Accept & Return Offer
Letter
FE101
Establish New Faculty AN001
Initiate Background
Check
Initiate Tuition Waiver Process
HR014 – Promote Faculty Employee (within same institution)C
and
idat
e/Em
plo
yee
BO
R_H
R_A
NA
LYST
BO
R_H
R_M
AN
AG
ER (
Aca
dem
ic
Aff
airs
)P
rom
oti
on
Rev
iew
C
om
mit
tee
BO
R_I
TS_A
DM
IN
Last Update: 07.01.2016
Review Promotion
Make Promotion Decision
Enter Job Data Promotion Transaction
IDM:Update Access
Credentials
End
FE108Pro Calc
Notify AN, FE,
PY, Bud, Dept Mgr
End
AN033Manage Life Events
& Coverage Changes
Receive Promotion
Notification
AN022Manage 7/5ths
Record Promotion Decision
Notify Employee
NoEE
Promoted?
Yes
FE105Fac Stat
ChgBegin
HR015 – Rehire Retired Faculty EmployeeC
AN
DID
ATE
BO
R_H
R_A
NA
LYST
BO
R_H
R_
MA
NA
GER
(D
ep
artm
en
t M
anag
er)
BO
R_H
R_A
NA
LYST
B
OR
_ITS
_A
DM
IN
Pre
sid
en
t (D
esi
gne
e)
/TR
S/ER
SOneUSG Last Update: 02.12.2017
Review Selection Pool
Candidates(Candidate must
Self ID as RET)
Verified w/
Affirmative Action?
Receive/ Accept & Return Off
Letter
Continue Onboarding. (I-9, Offer, HIR Docs)Note:
Institutions using TAM/CG may
skip this step.
No
Yes
Notify SSC, BN FE,
PY, Bud, Dept Mgr
IDM:Grant Access Credentials
Enter New Hire Job Data w/new ERN & Onboard
End
Extend Candidate Offer
& Begin Onboarding
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100 Recruit
Staff
ERS/TRS Approval?
Yes
Pres Appvl, ERS, TRS, ORP?
Interview and Select Candidate
Most Viable Candidate?
Yes
Yes
No
No
No
Tentative Offer Pending
Approvals
OPTIONAL PRE-HIRE:Enter POI & Personal
Data
FE105 Faculty Status Changes
HR016 – Internal Transfer of Faculty Employee (including leave balances) Within InstitutionB
OR
_HR
_AN
ALY
STA
cad
emic
_Aff
airs
_Ad
min
istr
ato
rB
OR
_ITS
_AD
MIN
Last Update: 06.28.2016
Enter Transfer Transaction
Notify BN, FE,
PY, Bud, Dept Mgr
IDM:Update Access
Credentials
FE105
AN005
REH/TRF BN Eligible EE
End
AN022
Manage 7/5ths
Establish New Faculty
Request Transfer
HR017 – Hire a New Regular Employee into a Vacant Part-Time (non-benefitted) Faculty PositionC
and
idat
eB
OR
_ITS
_AD
MIN
Aca
dem
ic_A
ffai
rs_
Ad
min
istr
ato
rB
OR
_HR
_AN
ALY
STD
epar
tmen
t
Last Update: 06.28.2016
Review Selection Pool
Candidates
Verified w/ Affirmative
Action?
Receive/ Accept & Return Off
Letter
Continue Onboarding
Note: Institutions using
TAM/CG may skip this step.
No
Yes
Notify PY, Bud,
Dept Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data & Onboard
Extend Candidate
Offer & Begin Onboarding
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
End
Interview and Select
Candidate
OPTIONAL PRE-HIRE:
Enter POI & Personal Data
Approve Candidate
Offer
Start
Manage Savings Plans
Establish New Faculty
Manage 7/5ths
AN004 FE101 AN022
HR018 – Hire a New NRA (Non-Resident Alien) into a Vacant PositionB
OR
_HR
_MA
NA
GER
(D
epar
tmen
t M
anag
er)
Ap
plic
ant
BO
R_I
TS_A
DM
INB
OR
_HR
_AN
ALY
ST
Last Update: 06.28.2016
Review and Select from Applicants
Verify W/ Affirmative
Action
Extend Candidate Offer
Receive, Accept & Return Offer
letter
Yes
Enter POI Data for Pre-Hire w randomly generated dummy
SSN
Note: Institutions using TAM/CG may skip this step.
IDMGrant Access
Hire as New Employee
No
Legend:AN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
PY017NRA Tx
End
HR100 Recruit
Staff
NotifyBN, PY, IT, IMM
SRV, DOL
Benefits Enrollment for Newly Eligible
Employees
FE101
Establish New Faculty
AN002
Retirement Plan
Enrollment for Newly Eligible
AN001AN022
Manage 7/5ths
Start
HR019 – Update Social Security Number for Non-Resident AlienB
OR
_PY_
AN
ALY
STB
OR
_HR
_AN
ALY
STLast Update: 06.30.2016
Run I-9 via eVerify
Update Temp SSN to Official
SSN
Notify Inst & SSC Payroll
Was Pay Generated for
Temp SSN?
PY001
No
End
YesInvalid SSNs Identified?
No
YesStart
HR009 – Add a Contingent Worker or Person Interest (Non-Paid Affiliates)D
epar
tmen
t M
anag
erC
and
idat
eB
OR
_HR
_AN
ALY
STB
OR
_ITS
_AD
MIN
OneUSG Last Update: 02.12.2017
Contingent or POI?
Submit Background Check
Authorization.
Obtain Position Number
Notify HR of New Person and send background check
authorization to candidate, if applicable
Add POI Personal and
Job Data. Onboard.
Add CW Personal and
Job Data. Onboard.
Person ofInterest
ContingentWorker
IDM:Grant Login Credentials
Notify Department
ManagerEnd
AA
A
Start NoBack-
ground Check Needed?
Yes
Passed Background
Check?
Yes
End – NotifyNo
HR029DualAsgn
HR008HIR FAC
HR029 – Dual Appointment – Existing EmployeeB
OR
_HR
_ M
AN
AG
ER
(Dep
artm
ent
Man
ager
)
Emp
loye
e
HO
ME
Inst
itu
tio
nal
Em
plo
ymen
t C
oo
rdin
ato
rs
Pre
sid
ent/
Des
ign
ee (
bo
th
inst
itu
tio
ns)
BO
R_H
R_
AN
ALY
ST
HO
ME
HO
ST
Inst
itu
tio
nal
Em
plo
ymen
t C
oo
rdin
ato
r
BO
R_H
R_
AN
ALY
ST H
OST
Last Update: 02.17.2017
Review Dual Appt
Opportunity
Initiate Dual Appointment Agreement
HOST Inst Contacts HOME Inst Dual Appt
Coord.
Coordinate Dual Appointment Agreement Completion
Request Approval from Campus Presidents (or
designee)
DA Approval Granted?
End
Add Dual EE Assignment on Behalf of HOST
Yes
No
Forward completed agreement to HOME
& HOST institution PY, HR, CA
Notify Employee that Rqst was
Denied
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Start
HR009Add CWR
HR024 – Complete Contingent Worker/ Person of Interest AssignmentB
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_MA
NA
GER
(D
epar
tmen
t Su
pv)
BO
R_H
R_A
NA
LYST
BO
R_I
TS_A
DM
IN
Last Update: 06.28.2016
Initiate Separation Request
Review & Approve
Separation Request
Add EE Term Transaction to
Job Data
Plan and Execute
Knowledge Transfer
Schedule and Conduct Exit
Interview
Collect Company
Property & Owed Fees
End
IDM:Deprovision Employee
Access
HR020 – Terminate Faculty B
OR
_HR
_ M
AN
AG
ER
(Dep
artm
ent
Man
ager
)
BO
R_H
R_M
AN
AG
ER
(Dea
n /
Aca
dem
ic
Aff
airs
)B
OR
_HR
_AN
ALY
STB
OR
_AU
TOM
ATI
ON
BO
R_I
TS_A
DM
IN
Last Update: 06.28.2016
IDM:Deprovision
Faculty Access
Add EE Future Dated Term
Transaction to Job Data
Plan and Execute
Knowledge Transfer
Schedule and Conduct Exit
Interview
Collect Company
Property & owed Fees
Approve and Finalize
Separation Settlement
Notify TPV - COBRA & Retirement Savings
Termination Effective Date
Reached
Faculty Status Changes
Notify BN,
PY, IT, IMM, SRV, DOL
Manage Single COBRA Event
AN013AN022Manage 7/5ths
Manage Multiple
COBRA Events
AN213
A
A
Request Termination
FE105
HR022 – Terminate Staff - VoluntaryB
OR
_HR
_MA
NA
GER
(D
epar
tmen
t M
anag
er)
BO
R_H
R_M
AN
AG
ER
(D
epar
tmen
t Su
pv)
BO
R_H
R_A
NA
LYST
BO
R_A
UTO
MA
TIO
NB
OR
_ITS
_AD
MIN
Emp
loye
e
Last Update: 06.28.2016
Initiate Separation
Request
Review and Approve
Separation Request
IDM:Deprovision Employee
Access
Add EE Future Dated Term
Transaction to Job Data
Plan and Execute
Knowledge Transfer
Schedule and Conduct Exit
Interview
Collect Company
Property & Owed Fees
Approve and Finalize Separation Settlement
Notify TPV - COBRA & Retirement
Savings
Notify BN, PY, IT, IMM
SRV, DOL
Submit Resignation
AM007Bal Pay
Employee Termination
Effective Date Reached
End
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Start
Manage Single COBRA Event
AN013
Manage Multiple
COBRA Events
AN213
HR023 – Terminate Staff - InvoluntaryB
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Sup
v)B
OR
_HR
_AN
ALY
STB
OR
_AU
TOM
ATI
ON
BO
R_I
TS_A
DM
IN
Last Update: 06.28.2016
Initiate Separation
Request
Review and Approve
Separation Request
Request Deprovisioning
IDM:Deprovision Employee
Access
Add EE Future Dated Term
Transaction to Job Data
Plan and Execute
Knowledge Transfer
Schedule and Conduct Exit
Interview
Collect Company
Property & Owed Fees
Approve and Finalize
Separation Settlement
Notify TPV - COBRA & Retirement Savings
Notify BN, PY,
IT, IMM, SRV, DOL,
Prvost
AM007Bal PayScheduled Layoff
or Termination?
Layoff
ImmediateTermination
Employee Termination
Effective Date Reached
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
Manage Single COBRA Event
AN013
Manage Multiple
COBRA Events
AN213
HR025 – Rehire Former USG Staff (TRS, ORP, or ERS)B
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)Em
plo
yee
BO
R_I
TS_A
DM
INB
OR
_HR
_AN
ALY
ST
Last Update: 07.01.2016
Review and Select from Applicants
Verify With Affirmative
Action
Extend Candidate Offer
and Begin Onboarding
Receive, Accept & Return Offer
letter
Yes
Update Personal Data and Continue
Onboarding
Notify BN, PY, IT, IMM
SRV, DOL
IDMGrant Access
Rehire Retired Staff Member
No
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100 Recruit
Staff
Rehire or Transfer Benefits Eligible
Employees (within 30 Days)
AN005AN001
Benefits Enrollment for Newly Eligible
Employees
AN004
Manage Savings Plans
HR026 – Rehire Former USG Faculty (TRS, ORP, or ERS)B
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)Em
plo
yee
BO
R_I
TS_A
DM
INB
OR
_HR
_AN
ALY
ST
Last Update: 06.29.2016
Review and Select from Applicants
Verify With Affirmative
Action
Extend Candidate Offer
and Begin Onboarding
Receive, Accept & Return Offer
letter
Yes
Update Personal Data and Continue
Onboarding
Notify BN, PY, IT, IMM
SRV, DOL, Provost
IDMGrant Access
Rehire Retired Faculty Member
No
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR099 Recruit Faculty
Rehire or Transfer
Benefits Eligible Employees
(within 30 Days)
AN005AN001
Benefits Enrollment for Newly Eligible
Employees
AN004
Manage Savings Plans
Faculty Status Changes
FE105 AN022
Manage 7/5ths
HR028 – Rehire Retired Staff EmployeeC
AN
DID
ATE
BO
R_H
R_A
NA
LYST
BO
R_H
R_
MA
NA
GER
(D
ep
artm
en
t M
anag
er)
BO
R_H
R_A
NA
LYST
B
OR
_ITS
_ A
DM
IN
Pre
sid
en
t (D
esi
gne
e)
TRS/
ERS
OneUSG Last Update: 02.12.2017
Review Selection Pool
Candidates(Candidate must
Self ID as RET)
Verified w/ Affirmative
Action?
Receive/ Accept & Return Off
Letter
Continue Onboarding.
Note: Institutions using TAM/CG
may skip this step.
Yes
Notify SSC, BN, PY, Bud, Dept
Mgr
IDM:Grant Access
Credentials
Enter New Hire Job Data w/new ERN & Onboard
End
Extend Candidate Offer
& Begin Onboarding
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100 Recruit
Staff
ERS/TRS Approval?
Yes
Pres Appvl, ERS, TRS, ORP?
Interview and Select Candidate
Most Viable Candidate?
Yes
YesTentative Offer
Pending Approvals
OPTIONAL PRE-HIRE:Enter POI & Personal
Data
No No
A A
A
A
No
A
No
HR030 – Internal Transfer of Staff Employee (including leave balances) within InstitutionB
OR
_HR
_MA
NA
GER
(R
ecvg
Dep
t M
anag
er)
Emp
loye
eB
OR
_ITS
_AD
MIN
BO
R_H
R_A
NA
LYST
Last Update: 06.29.2016
Review and Select from Applicants
Verify With Affirmative
Action
Extend Candidate Offer
and Begin Onboarding
Receive, Accept & Return Offer
Letter
Yes
Enter Job Data Transfer Info and Continue Onboarding
Notify BN, PY, IT, IMM
SRV, DOL
IDMReprovision
Access
No
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
HR100 Recruit
Staff
Initiate Background
Check
HR031 – Inter-Transfer of Employee (including leave balances) within OneUSGEm
plo
yee
BO
R_I
TS_A
DM
INB
OR
_HR
_MA
NA
GER
(T
ran
s D
epar
tmen
t M
anag
er
A )
BO
R_H
R_A
DM
IN_
SSC
BO
R_H
R_M
AN
AG
ER
(Rec
Dep
artm
ent
Man
ager
B )
BO
R_H
R_A
NA
LYST
(Tra
ns
HR
A )
Last Update: 06.30.2016
Request Employee Transfer
Submit Resignation
Notify Manager
Generate and Send Transfer
Letter
Submit TER PAR to Transfer Employee
Finalize Job Data Update
Notify BN, PY, IT
Schedule &
Conduct Knowldg Transfer
Schedule & Conduct
Exit Interview
Collect Company
Property & Owed Fees
Submit Hire PAR for Transfer EE
and Begin Onboarding
HIRE / Update Personal & Job
Data
Notify BN, PY, IT
Terminate Transferred Employee
IDMGrant
Employee Access
IDMDeprovision
Access
AM007Partial VPO (If applic)
Legend:BN – BenefitsPY – PayrollIT – ITS
HR100 Recruit
Staff
Balance Transfer Between Institutns
Balance Transfer Between Institutns
AN005
Rehire or Transfer Benefits Eligible
Employees within 30 Days
AN005
Rehire or Transfer Benefits Eligible
Employees within 30 Days
Faculty Status Changes
FE105
Faculty Status Changes
FE105
HR032 – Transfer of Employee Non-OneUSG Institution (Including Leave Balances)Em
plo
yee
BO
R_I
TS_A
DM
INB
OR
_HR
_MA
NA
GER
(T
ran
s D
epar
tmen
t M
anag
er
A )
BO
R_H
R_A
DM
IN_
SSC
BO
R_H
R_M
AN
AG
ER
(Rec
Dep
artm
ent
Man
ager
B )
BO
R_H
R_A
NA
LYST
(Tra
ns
HR
A )
Last Update: 06.30.2016
Request Employee Transfer
Submit Resignation
Notify Manager
Generate and Send Transfer
Letter
Submit TER PAR to Transfer Employee
Finalize Job Data Update
Notify BN, PY, IT
Schedule &
Conduct Knowldg Transfer
Schedule & Conduct
Exit Interview
Collect Company
Property & Owed Fees
Submit Hire PAR for Transfer EE
and Begin Onboarding
HIRE / Update Personal & Job
Data
Notify BN, PY, IT
Terminate Transferred Employee
IDMGrant Access
Credentials
IDMDeprovision
Access
AM007Partial VPO (If applic)
Legend:BN – BenefitsPY – PayrollIT – ITS
HR100 Recruit
Staff
Coordinate balance transfer between
institutions
Transfer balances between institutns
AN005
Rehire or Transfer Benefits Eligible
Employees within 30 Days
AN005
Rehire or Transfer Benefits Eligible
Employees within 30 Days
Faculty Status Changes
FE105
Faculty Status Changes
FE105
HR033 – Promote Staff Employee (within same institution)Em
plo
yee
BO
R_H
R_A
NA
LYST
BO
R_H
R_M
AN
AG
ER
(Dep
artm
ent
Man
ager
)B
OR
_ITS
_AD
MIN
Last Update: 06.29.2016
Send Offer to Selected
Candidate
Accept and Return Signed
Offer Letter
Extend Offer to Candidate
Initiate Background
Check
Update Job Data with Promotion
Info
HR100 Recruit
Staff
AN033
Manage Life Events and Coverage Changes
IDMGrant Access
Credentials
Initiate PAR
HR035 – Add Concurrent Job (at same institution) – StaffB
OR
_HR
_MA
NA
GER
(P
rim
ary
Job
Man
ager
)B
OR
_HR
_AN
ALY
STB
OR
_HR
_MA
NA
GER
(D
epar
tmen
t M
anag
er)
Last Update: 06.29.2016
Initiate Concurrent Job Request
Approve Concurrent Job
Request
Does Position Exist?
YesUpdate Position and Complete Job Request
Notify Primary/ Secondary
Managers; Bud, CA, & PY
Add Concurrent Job Data Row
No
End
HR050Create
Position
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of Labor
AN033
Manage Life Events and Coverage Changes
HR042 – Suspend an EmployeeB
OR
_ITS
_AD
MIN
BO
R_H
R_M
AN
AG
ER(D
epar
tmen
t M
anag
er)
BO
R_H
R_A
NA
LYST
Last Update: 06.29.2016
Identify EE Disciplinary Occurrence
Notify HR EE Relations for
Review
Meet with Manager for Assessment
Meet with Employee for Assessment
Suspension Warranted?
End
Update Job Data with Suspension
Record
No
Yes
IDM: Deprovision Employee
Access
Review Case and Issue Ruling
AN009
Manage Benefits for Employee on Un-Paid
Leave
HR045 – Place Employee on Leave of Absence (Paid or Unpaid) - StaffB
OR
_AM
_AD
MIN
BO
R_H
R_A
NA
LYST
BO
R_I
TS_A
DM
IN
Last Update: 02.08.2017
AM004Rqst Extd
Enter Leave of Absence
(PLA/LOA) in PeopleSoft
IDM: Deprovision Employee
Access
Paid or Unpaid Leave?
AM005Mng Extd Paid AN009
Manage Benefits for Employee on UnPaid
Leave
Unpaid
HR046 – Return from Leave Transaction - StaffEm
plo
yee
BO
R_I
TS_A
DM
INB
OR
_HR
_AN
ALY
STB
OR
_AM
_AD
MIN
Last Update: 07.01.2016
Notify Leave Admin of Leave Release
Meet w/ Empl to Discuss Return
Update Absence Management
Leave Case
Enter EE Return From Leave
Action on Job Data
Notify IDM: Reinstate
Access
AN009
Manage Benefits for Employee on UnPaid
Leave
YesReturn
Approved?
No
HR048 – Creating and Maintaining Action/Action Reason Codes (system configuration)B
OR
_HR
_AN
ALY
STB
OR
_ITS
_AD
MIN
BO
R_H
R_A
DM
IN_S
SC
Last Update: 06.29.2016
Request Action/Reason Change
Review & Coordinate with Enterprise Data
For ARC Approval
ARC Approved?
End - Notified
No
Update Action Reason Code
Table
IDM:Add to HRDM
Notify Requesting
Institution(s)Yes
Start
HR050 – Create New PositionB
OR
_HR
_AN
ALY
ST
(CLA
SS&
CO
MP
)B
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_AN
ALY
STB
OR
_CA
_BU
DG
ET
Last Update: 07.01.2016
Request New
Position
Update & Submit
Requisition Request
Review Requisition
Request
Request Approved?
No
Review Requisition
Request
Request Approved?
No
Yes
Yes
Resubmit?
Yes
No End
Create New Position
Start
CA105 Fund
Position
HR051 – Maintain PositionB
OR
_HR
_AN
ALY
ST
(Cla
ss &
Co
mp
)B
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_AN
ALY
STB
OR
_CA
_BU
DG
ET
Last Update: 06.29.2016
Request Position Update
Update & Submit
Requisition Request
Review Requisition
Request
Request Approved?
No
Review Requisition
Request
Request Approved?
No
Yes
Update Position Data w/Changes
Yes
End
Start
HR062 – Reclassification - StaffB
OR
_HR
_MA
NA
GER
(Dep
t M
gr)
BO
R_H
R_A
NA
LYST
BO
R_H
R_C
OM
P
Last Update: 02.17.2017
Initiate Comp & Class Review
Review Job Descr & Comp Reclassification
Reclass Approved?
Initiate Reclassification
PAR
Yes
End
Create or Update Position
Data
Enter Job Data into PeopleSoft
NotifyDept
Start
AN033
Manage Life Events and Coverage Changes
No
HR063 – ID DeleteB
OR
_HR
_AD
MIN
_SSC
BO
R_H
R_A
NA
LYST
Last Update: 06.29.2016
Identify Need to Delete an ID
Submit a Request to Delete an
Employee ID
Analyze Request Against the ID Delete Criteria
Request Aligns w/Criteria?
Notify All Down-Stream
Processes
Delete Employee ID
from PeopleSoft
End
Yes
NoStart
HR100 – Recruit StaffB
OR
_HR
_MA
NA
GER
Dep
artm
ent
Man
ager
BO
R_H
R_A
NA
LYST
Can
did
ate
Last Update: 06.28.2016
Request Job Requisition
Create & Post Job req Internal &
Exernal
Request Position
CA105Pos Fund
Funding Approved?
NoResubmit Request?
Yes
End
Yes
HR006
HR007Recruit and Track Applicants
Apply for Vacant Position
HR010
HR011
HR018
HR025
HR028
HR030
HR033
HR031
No
HR207 – New Retiree ProcessB
OR
_ITS
_AD
MIN
Emp
loye
eB
OR
_HR
_MA
NA
GER
(Dep
artm
ent
Man
ager
)B
OR
_HR
_AN
ALY
STSy
stem
Bat
ch
Pro
cess
esB
OR
_HR
_AN
ALY
ST_S
SCUpdated 2-20-17
End
Notify of Intent to Retire
Initiate Separation
Request
Approve separation
request
Enter Future Dated RET
Transaction
Schedule Exit
Interview
Conduct Exit
Interview
Conduct Knowledge
Transfer
Approve & Finalize
Separation
Deprovision Employee Sys Access
Retirement Effective Date
Reached
Notify BN, PY, IT, IMM SRV, DOL, FA
Legend:BN – BenefitsPY – PayrollIT – ITSIMM SRV – ImmigrationDOL – Dept of LaborFA – Faculty Affairs
RET Elig? Yes
Disapprove request and notify manger &
employee
No
Prior to retirement, counsels Retiree on actions needed and
benefits eligibility into retirement
Meet with (TRS/ERS/ORP) regarding retirement eligibility
Employee Considers Retirement
Enter Intent to
Retire DateSick Leave
Certification
AN301HCM to Aon
Retiree Indicative File loads into
HCM and creates EE RCD in
Company 990
Select/Decline Medicare Exchange Plan
AN302Aon to HCM
Periodic Review
of Retirees
AN019Retiree Ben
Enrollmt
Complete TRS-8
and Submit to TRSTRS
Retiree?Yes
No
AN019Pre-65
AN020ExEnrl
AN030Demo
AN126NwEnrl
FE105MFE
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR001 - Onboard New EmployeeBusiness Process:
1. Onboarding defined as 4 seperate stages. These stages allow for a visual way to seperate the tasks related to onboarding a new hire and/or transfer.
Functionality Changes:
1. There may be some ownership changes at the vendor level. Ownership Changes:
1. ATS system integrations Issues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 1 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR002 - Administer Background ChecksBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 2 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR003 - Hire - Part Time Faculty (Automated)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 3 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR004 - Manager Requests New Hire (Form)Business Process:
1.Potentially will have an automated form.Functionality Changes:
1. NoneOwnership Changes:
1. Manager training on new form/process.Issues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1.Potentially will have an automated form.Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1.Potentially will have electronic forms.New Forms:
1. Workflow will be needed if electronic forms are used.New Approvals:
Monday, February 20, 2017 Page 4 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR005 - Electronic Personnel Action FormsBusiness Process:
1. Change from current system/process.Functionality Changes:
1. NoneOwnership Changes:
1. Training will be needed for managers/users.Issues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Change from current system/process.Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit for CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 5 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR006 - Hire - New Employee (Full Benefits into a Vacant Staff Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step will not be required for institutions that are using TAM/CG.
Optional process.
Functionality Changes:
1. Other areas, such as OIED, could have a part in the recruitment process.
Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Institutions using the POI Pre Hire record will be impacted. Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit for CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 6 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR007 - Hire - New Employee (Vacant Non-Benefited Staff Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step will not be required for institutions that are using TAM/CG.This is an optional process.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Institutions using the POI Pre Hire record will be impacted. Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 7 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR008 - Hire - New Employee (Full Benefits into a Vacant Faculty Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step is optional and will not be required for institutions that are using TAM/CG.This will replace the Pending Faculty Paygroup xxM for ADP insitutions.2. POI (Pre Hire) record will not open Faculty Events for data entry. Faculty data cannot be entered until the Hire row has been entered and the Organizational relationship is Employee.
Functionality Changes:
1. EEO or OIED Office Review of pool. Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 8 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR009 - Add a Contingent Worker or Person of InterestBusiness Process:
1. The use of CWR/POI Organizational Relationships when adding Non Paid Affiliates is new the the ADP institutions.2. Adding CWR/POI is a new process. The primary difference in adding the two types is the use of different Actions and Action Reasons which will be covered in the UPK. 3.Any non-employee (or representative thereof) who needs individual access to an institution's facilities can be entered as Persons of Interest or Contingent Workers.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. 1.Employee (PER_ORG = EMP) - A person who is hired to provide services to the organization and has a legal employee relationship with the organization. 2.Contingent Worker (PER_ORG = CWR) - A non-benefited person who provides services to the organization and who does not have a legal employee relationship with the organization. These are individuals who actually work for the organization, but not as an employee. These are people actually providing a service directly to the organization.
A CWR will have a JOB record.
Proposed ADP "Non-Paid Affiliates” that could map to the CWR relationship are:•Consultants•Independent Contractors•Temps (not paid through PeopleSoft North American Payroll)•Adjunct Faculty•Visiting Scholars•Interns 3.Person of Interest (PER_ORG = POI) - A person who is neither an employee nor contingent worker but is of interest to the organization. e.g. Their addition to the system makes it easier to facilitate email access, facility access/badges, mailing lists, etc.
A POI can have a JOB record, but it is not required.
Proposed ADP "Non-Paid Affiliates” that could map to the POI relationship are:
•Volunteers•Surviving Spouse•ROTC Instructors•Dual Appointment Employees•Borrowed Employees•Pre-HiresAs a reminder, both CWRs and POIs can have JOB records. But unlike EMPs, neither person type is paid through PeopleSoft North American
Issues Addressed:
Monday, February 20, 2017 Page 9 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR009 - Add a Contingent Worker or Person of InterestBusiness Process:
Payroll.
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. Non Paid Affiliates in the xxN and xxM Pay Groups will be converted as POI or CWRs
Conversion Approach:
1. Non Paid Affiliates in the xxN and xxM Pay Groups will be converted as POI or CWRs
Historical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 10 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR010 - Hire - New Non Work Study Student (Vacant Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This is an optional step and will not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit for CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 11 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR011 - Hire - New Graduate Student (Vacant Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step is optional and will not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit with CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 12 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR012 - Hire - Federal Work Study (Multi-Encumbent position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step may not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit with CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 13 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR013 - Hire - New Employee (Vacant Non-Benefited Faculty Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step will not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 14 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR014 - Promote faculty employee (within same institution)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 15 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR015 - Rehire Retired Faculty EmployeeBusiness Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data if employee's personal data is not already in PeopleSoft. Note: This step may not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. None.Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit for CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 16 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR016 - Transfer of Faculty Employee (including leave balances) within institutionBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Institutions will change the Action Action/Reason used to Transfer. Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 17 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR017 - Hire a new regular employee into a vacant part time (non-benefited) faculty position
Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step will not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 18 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR018 - Hire - Non-Resident Alien (Vacant Position)Business Process:
1. Add candidate as pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step will not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 19 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR019 - Update - Non-Resident Alien (Social Security)Business Process:
1. NoneFunctionality Changes:
1. See comments section.Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 20 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR020 - Terminate - Faculty (Voluntary)Business Process:
1. Implementation of Manager Self Service to submit requests, receive approvals and finalize actions.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. Partial Leave Payout process was standardized with process AM007 for fiscal year faculty only.
Issues Addressed:
1. NonePolicy Changes:
1. Use of MSS.2. Third Party vendor processes.
Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Electronic formsNew Forms:
1. Department Mgr - initiates requestDean/AA - approves requestHR - finalizes after data entry is complete
New Approvals:
Monday, February 20, 2017 Page 21 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR021 - Terminate - Faculty (Involuntary)Business Process:
1. Implementation of Manager Self Service to submit requests, receive approvals and finalize actions.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. Partial Leave Payout process was standardized with process AM007. Issues Addressed:
1. NonePolicy Changes:
1. Third Party vendor processesBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Electronic formsNew Forms:
1. Department Mgr - submits requestDean/AA - approvesHR - finalizes after data entry is complete
New Approvals:
Monday, February 20, 2017 Page 22 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR022 - Terminate Staff (Voluntary)Business Process:
1. Submit requests, receive approvals and finalize action through Manager Self Service.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. Leave Payout process was standardized with process AM007. Issues Addressed:
1. NonePolicy Changes:
1. Third Party vendor processes Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Electronic formsNew Forms:
1. Department Supervisor - initiates requestDepartment Manager - approvesHR - finalizes once data entry is complete
New Approvals:
Monday, February 20, 2017 Page 23 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR023 - Terminate Staff (Involuntary)Business Process:
1. Submit requests, receive approvals and finalize action through Manager Self Service.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. Leave Payout process was standardized with process AM007. Issues Addressed:
1. NonePolicy Changes:
1.Third Party vendor processes.Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Electronic formsNew Forms:
1. Department Supervisor - initiates requestDepartment Manager - approvesHR - finalizes after data entry is complete
New Approvals:
Monday, February 20, 2017 Page 24 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR024 - Complete Contingent Worker/Person of InterestBusiness Process:
1.The use of Contingent Workers and Persons of Interest is new functionality. These designations will replace the current Non Paid Affiliate designation.
2.Submit requests, receive approvals and finalize action through Manager Self Service.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Electronic formsNew Forms:
1. Department Supervisor - initiates requestDepartment Manager - approvesHR - finalizes after data entry is complete
New Approvals:
Monday, February 20, 2017 Page 25 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR025 - Rehire - USG staff (TRS, ORP, or ERS)Business Process:
1. Add candidate as a pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step may not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 26 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR026 - Rehire - USG faculty (TRS, ORP, or ERS)Business Process:
1. Adding candidate as a pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step may not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 27 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR027 - Rehire - State of Georgia (ERS)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 28 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR028 - Rehire - Retired EmployeeBusiness Process:
1. Adding candidate as a pre-hire (POI) pending onboarding completion prior to entering job data. Note: This step may not be required for institutions that are using TAM/CG.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 29 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR029 - Administer Dual AppointmentBusiness Process:
1. Adding dual appointmeent as a POIFunctionality Changes:
1. Dual Apppointment Coordinators (DAC)DAC is a new term on the revised policy
Ownership Changes:
1. ACA Time Tracking implications. Time must be reported by the instituion where the work is done.
Issues Not Addressed:
1. NoneIssues Addressed:
1. Academic Affairs Handbook 4.3.4BOR Policy Manual 8.3.3.2HRAP (Joint Employment Section)
Policy Changes:
1. See Joint Staffing 5.3.3Business Procedures Impacted:
1. NoneConversion Approach:
1. JE employees are listed as non-paid affiliates in ADP.Non-paid affiliates will not be converted, therefore manual entries are needed in PS.
Historical Data Approach:
1. Revised Dual Appointment AgreementNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 30 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR030 - Transfer of Staff Employee (incl leave balances) within institutionBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 31 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR031 - Inter-Transfer of Employee (incl leave balances) w/in oneusgBusiness Process:
1. NoneFunctionality Changes:
1. Data entry will be completed by SSC in coordination with both Institutions.
Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 32 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR032 - Transfer of Employee (incl leave balances) to non-oneusg institutionBusiness Process:
1. NoneFunctionality Changes:
1. Data entry will be completed by SSC in coordination with both Institutions.
Ownership Changes:
1.NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Not all institutions are currently using the recommended procedure for transferring employees to non-oneusg institutions. The procedure should include:Transferring institution: XFR/TAF (Transfer to Affiliate)Receiving institution: HIR/HAF (Hire from Affiliate)Transferring institution: TER/TAF (Terminate, Transfer to Affiiate) This will prevent a COBRA letter from being generated in error.
Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 33 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR033 - Promote Employee (within same institution).Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 34 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR034 - Add Concurrent Job (at same institution) - FacultyBusiness Process:
1. The use of Manager Self Service by institutions who currently do not utilize this option.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 35 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR035 - Add Concurrent Job (at same institution) - StaffBusiness Process:
1. The use of Manager Self Service by institutions who currently do not utilize this option.
Functionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 36 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR041 - Administer Progressive DisciplineBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 37 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR042 - Suspend an EmployeeBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 38 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR043 - Monthly HR ReportsBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 39 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR044 - Annual HR Reports (IPEDS, VETS 100, EEOC, AA)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 40 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR045 - Leave of Absence Processing (Paid or UnPaid)Business Process:
1. Automation of process through Absence Mgmt. Functionality Changes:
1. Addition of Leave Administrator role in process. Ownership Changes:
1. NoneIssues Not Addressed:
1. Benefits Action is triggered by action. Issues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 41 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR046 - Return Employee from Leave of Absence (Paid or Unpaid)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 42 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR047 - Creating and Maintaining Department TableBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 43 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR048 - Creating and Maintaining Action/Action Reason codes (system functionality)
Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. Added Enterprise Data Team approval to process.Issues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 44 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR049 - Adding/Managing a Position PoolBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 45 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR050 - Position Management (Add)Business Process:
1. Addition of Commintment Accounting for funding of Positions.Functionality Changes:
1. Funding has been moved from the Position to the Department Budget Table.
Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 46 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR051 - Position Management (Update)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 47 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR052 - Administer Jobs (Job Code and Job Family)Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 48 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR056 - Process Separation NoticeBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 49 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR062 - Reclassify JobBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 50 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR063 - ID DeleteBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. Downstream effects on HRDM, Financials, etc.Issues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 51 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR099 - Recruit FacultyBusiness Process:
NoneFunctionality Changes:
NoneOwnership Changes:
Applicant Tracking System standardizationIssues Not Addressed:
NoneIssues Addressed:
NonePolicy Changes:
Business Procedures Impacted:
Conversion Approach:
Historical Data Approach:
New Forms:
New Approvals:
Monday, February 20, 2017 Page 52 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR100 - Recruit StaffBusiness Process:
NoneFunctionality Changes:
NoneOwnership Changes:
Applicant Tracking System standardizationIssues Not Addressed:
NoneIssues Addressed:
NonePolicy Changes:
NoneBusiness Procedures Impacted:
Conversion Approach:
Historical Data Approach:
New Forms:
New Approvals:
Monday, February 20, 2017 Page 53 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR207 - Retirement ProcessingBusiness Process:
1. Retirees will be centralized in Company 990 effective July 1, 2017.2. Intent to Retire field will be added.
Functionality Changes:
1. Certain processes may be moved to SSC.Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. Retirees will be centralized in Company 990 effective July 1, 2017.2. Intent to Retire field will be added.
Business Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. Revisit for CoHort 2New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 54 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR300 - Other HR IntegrationsBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 55 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR500 - Administer HR SecurityBusiness Process:
1. NoneFunctionality Changes:
1. Security Roles and Permissions will be maintained by ITS/Shared Services2. Active Employee Password resets will transition from Shared Services to the Institution
Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. Roles and Permission Lists to be migrated from gold environment. Practitioners will be assigned the appropriate roles, company access, and department access.
Conversion Approach:
1. NoneHistorical Data Approach:
1. A new security form will be introduced which will include data needed relevant for PeopleSoft security. An online security form will also be tested for rollout.
New Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 56 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR600 - AdHoc ReportingBusiness Process:
1. Reporting will be delivered as a combination of Queries, Delivered, and custom reports. Some users will have the ability to create new queries and other users will only be allowed to run.
Functionality Changes:
1. Based on BP reviews current reports that are ran by SSC may be run by institutions or the report results may be distributed to institution users.
Ownership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. Only certain users will be allowed to create and update queries.Policy Changes:
1. NoneBusiness Procedures Impacted:
1. Requirements have been taken on current GGC/USO/SSC reports. These reports will be developed in PeopleSoft.
Conversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 57 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR800 - Manage ACA Functions and Integrations (Human Resources - Outbound)
Business Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 58 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR900 - Configure and Maintain HRMSBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 59 of 61
HCM Business Process Fact SheetHCM-002-BPR
Human Resources
HR999 - HR Data ConversionBusiness Process:
1. NoneFunctionality Changes:
1. NoneOwnership Changes:
1. NoneIssues Not Addressed:
1. NoneIssues Addressed:
1. NonePolicy Changes:
1. NoneBusiness Procedures Impacted:
1. NoneConversion Approach:
1. NoneHistorical Data Approach:
1. NoneNew Forms:
1. NoneNew Approvals:
Monday, February 20, 2017 Page 60 of 61
HCM Business Process Fact SheetHCM-002-BPR
End of Report
Monday, February 20, 2017 Page 61 of 61