HRIS Super User Training - Broward County Public … Board of Broward County BRITE Implementation HRIS – 6/25/2008 Page 3 HRIS Overview NOTE: All screen shots throughout this manual

School Board of Broward County

BRITE Implementation

HRIS – 6/25/2008 Page 1

HRIS Super User TrainingHRIS Super User Training



HRIS – 6/25/2008 Page 2

2HRIS

AgendaAgenda

Three: Navigating the WorklistFour: Personnel Information Display

Two: Process Overviews

Six: Other Transactions

Lesson Time

One: HRIS Overview

Five: HR Actions



HRIS – 6/25/2008 Page 3

HRIS OverviewHRIS Overview

NOTE: All screen shots throughout this manual are from the web graphical user interface (web GUI).



HRIS – 6/25/2008 Page 4

4HRIS

Key Terminology

HR Action Processor role, which replaces the PAF Processor.HRAP

Snapshot of specific pieces of employee information on the BRITE Portal.

Employee iView

Workplace for employees to view personal information and request changes.

Employee Self Service (ESS)

Repository of SAP information for the purpose of reporting.Business Intelligence (BI)

Workplace for administrators to approve personnel actions created/changed by the HR Actions Processor.

Manager Self Service (MSS)

An electronic form within SAP used to create/change Personnel Master Data. Becomes part of employee’s record. (Adobe Acrobat Reader software required.) Replaces ZPAF transaction.

Adobe Interactive Form

A site that functions as a point of access to information on theweb. Examples of a portal include Yahoo, Google, etc. SAP will be accessed through the BRITE portal.

Portal

NOTE: Although you will still have access to PA20 in SAP, the Employee iViews provide you with quick and easy access to the Infotypes in PA20 right in the Portal.



HRIS – 6/25/2008 Page 5

5HRIS

What Is Changing Highlights

New codes in the enterprise structure Actions and Action Reasons have changed Hiring is one action Adobe forms are replacing ZPAFProcessors will be entering bank information and e-mail address of new employeesExternal registrants for classes will be in SAPWorkflow notification will be sent to employees for some actions



HRIS – 6/25/2008 Page 6

6HRIS

What Is Changing Highlights

Benefits department enters non-instructional cafeteria plans on Infotype 0236 (credit plan)The Payroll Department will perform a payroll follow-up to pay out vacation or sick time, if applicable, for those affected by retirement, separation of employment actions, or calendar changesExit interview for the state is now an infotype IT9020Supplements and one-time payments will be entered by the schools/departmentsStaffing Departments will be performed Terminations (abandonment of positions)Separation of Employment will be performed by the schools/departments and notification will be sent to the employee’s email address.



HRIS – 6/25/2008 Page 7

7HRIS

What Is Not Changing Highlights

Basic hiring process is the sameCorrections still use PA30One-time payments done through a memoSegmentation and prioritization of work (by job classification)I9 Updates (Infotype 0094)



HRIS – 6/25/2008 Page 8

8HRIS

Enterprise Structure Review

Personnel Area (PA)Specific entity for Personnel AdministrationBroward uses the Bargaining Unit/Meet and Confer groups

AD02ADMNAdmin (Union)AD03ADMNSchool Based AdminIN02INSTTemp Hrly Adult VocIN01INSTTeachers

SAP ECC

SAP 4.6Personnel Area

Personnel Sub Area (PSA)Is a sub division of the personnel area. Used to control pay scale, wage types, and work schedule planning. Broward uses the Board Approved Calendars

0030SU44244 day calendar0007TE96196 day calendar

SAP ECC

SAP 4.6

Personnel Sub Area

Examples

Examples



HRIS – 6/25/2008 Page 9

9HRIS

Personnel Structure

Employee Group

WithdrawnRetiredInactiveActive SAP 4.6b

NonEmployee (8)Withdrawn (4)Inactive (3)Active PT (2)

Active FT (1) 100% only

SAP ECC

Employee Sub Group

Conversion (99)Nonemployee (08)Substitute (06)Pool Subs (05)

Temp Hourly Adult Voc/Coach (04)

Temporary (03)

Hourly w/Benefits (02)

Salaried w/Benefits) (01)

SAP ECC

Temporary Hourly (TH)

Student Workers/Non exempt (SN)

Student Workers/Exempt (SE)

Pool Substitutes (PO)

Hourly Sub (HS)

Hourly Temp (HT)

Hourly Other (HO)

Hourly Partime, 3 hours( H3)

Hourly Partime, benefits (HB)

Hourly Full-time (HP)

Hourly Full-time (HF)

Salary Partime, benefits (SB)

Salary Parttime (SP)

Salaried Full time (SF)

SAP 4.6b



HRIS – 6/25/2008 Page 10

10HRIS

Crosswalk



HRIS – 6/25/2008 Page 11

Process OverviewsProcess Overviews

NOTE: All screen shots throughout this manual are from the web graphical user interface (web GUI).



HRIS – 6/25/2008 Page 12

12HRIS

Hiring Process Flow

Start

HRIS

Perform Hire Action

HRIS

Workflow notification

sent to location and

employee

HR Action Processor

Receive Workflow

notification of new

employeesFinish

Employee

Receive email notification to perform on-

boarding processFuture

FutureFuture

Employee

Log into ESS

HRIS & Benefits

Receive workflow

notification from

employee

Hire action is performed once all documentation is received. You can no longer start the hiring process by using Recruitment. These are the infotypes to cover for both a hire and rehire.Action (IT0000)Organizational Assignment (IT0001)Date Specificiation (IT0041)Personal Data (IT0002)Address (IT0006)Communication, subtype 10 (IT0105)Additional Personal Data (IT0077)Monitoring of Tasks, subtypes VL, PE, SL, LASBBC Security and Exams (IT0028)Education (IT022)Residence Status (IT0094)Planned Working Time (IT0007)Basic Pay (IT0008)Withholding Info (IT0210)Bank Details (IT0009)Savings Plans (IT0169)SBBC Experience Years (IT0033)Contract Elements (IT0016)Experience Credit (IT9023)Hourly Rate per assignment (IT0554)

Created in background:• Board Agenda (IT9010) (if applicable)•Address, subtype Paycheck location (IT0006) (if applicable)•User ID (IT0105)•General Benefits (IT0171)•Company Instruction (IT0035).



HRIS – 6/25/2008 Page 13

13HRIS

HR Actions Forms

Start

HRAP

Initiates HR Process

Administrator

Reviews HR Process in

MSS

Approve

SAP/HRIS

Process is Executed

Finish

Change in PayTransferReassignmentDemotion

Return to WorkAdditional PositionWorking While on Leave

Each HR actions form is processed in a similar manner, though the process may vary slightly. The specific process for each form will be addressed as we cover each form in-depth.



HRIS – 6/25/2008 Page 14

14HRIS

Navigating the WorklistNavigating the Worklist



HRIS – 6/25/2008 Page 15

15HRIS

Navigating the Universal Worklist – Tasks

1

2

3

1. Click the Home tab and then click Universal Worklist to display tasks, notifications, and tracking information.2. In the Tasks window, the following information displays:

Subject – provides a hyperlink to the form in processFrom – Workflow System generates the task once the HRAP initiates the formSent – the date and time the form was sentPriority – the priority of the process will default to NormalStatus – the status of the process, including New, Draft, and In Process

3. Based on the task highlighted above, the information will also display below.

NOTES: If more than ten tasks are listed, use the arrows to scroll from row to row.Although the Alerts tab displays, it is functionality SBBC is not currently using.



HRIS – 6/25/2008 Page 16

16HRIS

Navigating the Universal Worklist - Notifications

4

5

4.Click the Notifications tab to see your Workflow Inbox, and select the line item you wish to act upon.5.The information lists below, along with the following options:

Complete – set the status to complete once you have actually completed the itemForward – send the notification to another userDelete – remove the notification from your inbox

NOTES: These notifications let you know that something has occurred. For example, a new hire has been processed and now belongs to your org unit.



HRIS – 6/25/2008 Page 17

17HRIS

Navigating the Worklist – Tracking

6

7

6. Click the Tracking tab to display all items that have been processed and the status of the process.7. Click the line item in the Tracking list to display the information below, including the User ID for the individual who

processed the form.

NOTES:To view the history for the workflow, click the line item. The Workflow window pops up. Click the View history link to the right to display the historical data for the workflow.



HRIS – 6/25/2008 Page 18

18HRIS

Manager Self-Service – Approve HR Actions

1

2

The Manager may use the MSS tab or UWL tasks include the approval of personnel change requests such as transfer, promotion, demotion, change of working time, etc. submitted by his employees, HRAP

1. Manager will view the tasks with the subject name, priority, due date, status, attachments, etc. 2. The detail will display below.



HRIS – 6/25/2008 Page 19

19HRIS

Manager Self-Service – Approve HR Actions

33

3. Manager will review the details of the HR action form and click:Approve – manager is approving the action and the form will move to the next step in the processReject – manager is rejecting the action and the form will return to the HR Actions Processor



HRIS – 6/25/2008 Page 20

20HRIS

Knowledge Check

Which tab in the Universal Worklist (UWL) shows everything you need to process?

A. TasksB. AlertsC. NotificationsD. Tracking



HRIS – 6/25/2008 Page 21

21HRIS

Questions?



HRIS – 6/25/2008 Page 22

Personnel Information DisplayPersonnel Information Display



HRIS – 6/25/2008 Page 23

23HRIS

Personnel Data Infotypes

Objects on Loan (New!)0040Date Specifications 0041

Company Instructions0035Corporate Function (New!)0034SBBC Experience Years0033SBBC Security and Exams 0028Appraisal0025Qualifications 0024Education and Training 0022Family/Related Person0021Monitoring of Tasks 0019Contract Elements 0016Addresses 0006Personal Data 0002

Organizational Assignment0001 Additional Personal Data0077

Residence Status 0094

Other/Previous Employers (New Functionality!)

9023Board Agenda 9010

Out-of-Field (New Look & Functionality! )

9003Inservice (New Look!)9001Duty Assignment (New!)0796

Certification and Licensing (New!)

0795Hourly Rate per Assignment0554Additional Actions 0302Communication 0105

NOTE: Links work in Slide Show view (F5)



HRIS – 6/25/2008 Page 24

24HRIS

Infotype 0034: Corporate Function (New!)

Return to ListReturn to List

Codes:



HRIS – 6/25/2008 Page 25

25HRIS

Infotype 0040: Objects on Loan (New!)


This Infotype generates a property pass:



HRIS – 6/25/2008 Page 26

26HRIS

Infotype 0796: Duty Assignment (New!)




HRIS – 6/25/2008 Page 27

27HRIS

Infotype 9001: Inservice (New Look!)




HRIS – 6/25/2008 Page 28

28HRIS

Infotype 9003: Out-of-Field (New Look and Functionality!)




HRIS – 6/25/2008 Page 29

29HRIS

Infotype 9023: Other/Previous Employers (New Functionality!)




HRIS – 6/25/2008 Page 30

30HRIS

Exercise: View infotypes

Let’s view the following infotypes using PA20 for Employee #45 - BUGG,JANET

Certification and Licensing (IT0795)Hourly Rate Per Assignment (IT0554)Basic Pay (IT0008)



HRIS – 6/25/2008 Page 31

31HRIS

Employee Employee iViewsiViews



HRIS – 6/25/2008 Page 32

32HRIS

Employee iViews: Overview

NOTES: Use the Collapse/Expand button to open and close each iView.We will cover each of the iViews in-depth in this lesson.First, let’s discuss what each iView contains.Then we will look at the iViews in the HRAP tab within the system.The following iViews will display:

General DataOrganizational AssignmentsObjects on LoanPersonal DataMonitoring of TasksDate SpecificationsAbsence DaysEducationCertificationsDuty AssignmentOut of FieldSalarySalary Wage TypesPlanned Working Time



HRIS – 6/25/2008 Page 33

33HRIS

Employee iViews: Basic Employee Search

1 2

3

1. Click Employee under Detailed Navigation.2. In the Employee: field, enter the employee’s last name, first name, or personnel number.3. Click Go.

NOTES: If searching by name and multiple employees share the same name, a list of employees will display to the right.If entering a partial name, be sure to enter the asterisk (*) after. For example, if entering Jo to find all employees whose last name starts with Jo, enter Jo*.If entering the first and last name, enter the first name first plus a space plus the last name. For example, enter Samantha Woods.



HRIS – 6/25/2008 Page 34

34HRIS

Employee iViews: Advanced Employee Search

1 2

3

4

Use Advanced Search criteria to search for an employee using additional criteria, such as personnel area, subarea, or employee group, rather than just the employee’s name or personnel number.

1. Click Employee under Detailed Navigation.2. Click Open Advanced Search.3. Enter information in one or more of the following fields:

EmployeeOrganizational unitPersonnel areaPersonnel subareaEmployee groupEmployee subgroup

4. Click Go to display the employee.

NOTE: If multiple employees meet the search criteria, a list of employees will display to the right.



HRIS – 6/25/2008 Page 35

35HRIS

Employee iViews: Search Results

1

23

1. Enter your search criteria using the basic search or advanced search option and click Go.2. The employee’s name or a list of employees will display to the right. If more than one employee displays, simply

click the Selection button to the left of the name to display the iViews for that employee.3. If you click the Personalize button, you can choose whether or not to display the employee’s personnel number in

the list of names:



HRIS – 6/25/2008 Page 36

36HRIS

Employee iViews: General Data

13

2

This information pulls from a combination of sources.1. Start Date: the date the employee started with the District2. Communication Data: pulls from Infotype 0105 which may be updated by the employee in Employee Self Service

(ESS)E-Mail Address: this must be updated by the employee in ESS Contact InformationOffice: combination of Building and Room; this is entered by the employee in ESS Contact InformationTelephone: office telephone number; this may be updated by the employee in ESS Contact Information

3. Organizational Assignment: pulls descriptions from the employee’s master dataOrg. Unit: the employee’s work locationPosition: the employee’s primary assignmentCost Center: the accounting area responsible for the employee’s payroll; a default cost center is being used for locations’ org units; schools will default to the area office and district departments will default to the budget office Payroll Area: the pay cycle to which the employee has been assignedPersonnel Area: the bargaining unitPers. Subarea: the pay calendar of the employeeEE Group: the employee statusEE Subgroup: the employee type (salaried or hourly) and benefits status (with or without)

NOTE: Contract Text is used to identify board attorneys, superintendent, and board members.



HRIS – 6/25/2008 Page 37

37HRIS

Employee iViews: Organizational Assignments

1

2

This information pulls from Infotype 0001.1. In General Data, click Organizational Assignments to view the pop-up Organizational Assignments window.2. The Organizational Assignments display:

Job – defines the position, state job, planned compensation grade, cost planning, FLSA, EEO classification, and Worker’s Compensation categoryOrganizational Unit – the employee’s work locationManager – displays the manager assigned to the position A012

NOTE: If multiple organizational assignments exist, they will each display the corresponding job and organizational unit. This is not the same as additional positions.



HRIS – 6/25/2008 Page 38

38HRIS

Exercise: View infotypes using iViews

Let’s view the following infotypes using the iViews for Employee #45 - BUGG,JANET

Address (IT0006)Certification and Licensing (IT0795)Basic Pay (IT0008)

This is the view that the HR Action Processor will have at each school/department. The employee will also be able to view this data in ESS.



HRIS – 6/25/2008 Page 39

39HRIS

HR ActionsHR Actions



HRIS – 6/25/2008 Page 40

40HRIS

PA40: HR Actions

1

2

3

For the Hiring Action the system will generate the new personnel number. Remember to check payroll schedule before performing any actions.

1. For a new hire the From field is the date the employee will begin work. 2. Click box on the far left of grid to highlight the action to take.3. Click Execute.



HRIS – 6/25/2008 Page 41

41HRIS

PA40: New Hires

1

2

Do not use this action to rehire a former employee or to convert an external to an employee. Refer to the Rehire or Convert External to Employee documentations for additional information.

1. Enter a Reason for Action.2. Enter a Position. Everything else will default from the position information.



HRIS – 6/25/2008 Page 42

42HRIS

Exercise: Hire an Employee

Let’s hire an employee using PA40 FLANAGAN HIGH80130291 – TEACHER-LANGUAGE ARTS80024542 – CLERK TYPIST II SCH-BASED80131888 – TCH CURRICULUM FACILITATOR

SILVER TRAIL MIDDLE80012667 – TEACHER-LANGUAGE ARTS80131854 – BEHAVIOR TECHNICIAN80012928 – FACILITIES SERVPER AIDE

Perform an hiring action using PA40Using one of the position above hire the employee effective May 5, 2008.Use page 14 as guide for the order of the infotypesCreate your own data for the employee except for the following

IT0105, subtype 10 e-mail; use your e-mail address. This can be your work email or a yahoo, aol account.IT0009 use the Bank of America bank key 067014026



HRIS – 6/25/2008 Page 43

43HRIS

Rehire Action

12

3

4

NOTE: First step is to verify employee is in fact a rehire by looking up their social security number in the system using PA20.

1. Enter Personnel no. (number).2. Enter date of rehire in the From field.3. Choose the Re-Hire action.4. Click execute.

NOTES:External registrants for classes will be a part of SAP and have a personnel number. If one of these becomes an employee, we would select the “Convert External to Employee” action.



HRIS – 6/25/2008 Page 44

44HRIS

PA40: Rehire Action

1

2

3

1. Enter a Reason for Action.2. Enter a Position. Other information will result from the position.3. Click execute.



HRIS – 6/25/2008 Page 45

45HRIS

PA30: Create and Change Infotypes

Remember: Do not use PA30 to look up and display employee information. Use PA20 for that, otherwise you will lock out an employee that someone else may be trying to make changes on.



HRIS – 6/25/2008 Page 46

46HRIS

1

Object Manager

2

3

4

5

6

Use the Free Search option in the Object Manager to have a list of Personnel that can be scrolled through to view their data.

1. Choose the Free search option.2. Choose Key Fields.3. Click Value selection on Personnel number.4. Enter personnel numbers or a range.5. Click Hit List.6. Click green check.



HRIS – 6/25/2008 Page 47

47HRIS

Object Manager

See the results and select personnel as needed.



HRIS – 6/25/2008 Page 48

48HRIS

Key Infotypes for HRIS

Exit InterviewInfotype 9020ReappointmentInfotype 9011Security ClearanceInfotype 0028Bank RoutingInfotype 0009Previous EmployerInfotype 9023EducationInfotype 0022Board Meeting DateInfotype 9010



HRIS – 6/25/2008 Page 49

49HRIS

Infotype 9010: Board Meeting Date

Currently used todayThe system will create duplicate records if the action is performed twice. Please sure to check to ensure you do

not have duplicate records



HRIS – 6/25/2008 Page 50

50HRIS

Infotype 0022: Education

HR Action Processor will be able to view this information through iviews and employees through ESS.



HRIS – 6/25/2008 Page 51

51HRIS

Infotype 9023: Previous Employer

1

1. This infotype has two subtypes: teaching and non-teaching



HRIS – 6/25/2008 Page 52

52HRIS

Infotype 0009: Bank Routing

This infotype will now be part of the hiring process and will be entered by HRIS. Please ensure the accuracy of the account information.



HRIS – 6/25/2008 Page 53

53HRIS

Infotype 0028: SBBC Security and Exams

HRIS will continue to enter this information during the hiring process and the Fingerprint Department will update as needed for refingerprint date.



HRIS – 6/25/2008 Page 54

54HRIS

Infotype 9011: Reappointment

This is new infotype and takes the place of the custom tables utilized (ZREA)



HRIS – 6/25/2008 Page 55

55HRIS

Infotype 9020: Exit Interview

Locations complete the Adobe Interactive Form separation of employment form, which will feed information into this infotype in the background. This infotype will be utilized for DOE staff reporting.



HRIS – 6/25/2008 Page 56

56HRIS

Switching Between Transactions

12

3

The HR Master Data menu allows you to easily switch between:1. PA30 (Maintain)2. PA20 (Display)3. PA40 (Personnel Actions)



HRIS – 6/25/2008 Page 57

57HRIS

Knowledge Check

Which of the following is a new infotype being used by SBBC.

A. Board Agenda (IT9010)B. Security and Exams (IT0028)C. Certification and Licensing (IT0795)D. Bank Details (IT0009)E. None of the above



HRIS – 6/25/2008 Page 58

58HRIS

Questions?



HRIS – 6/25/2008 Page 59

Actions through Adobe FormsActions through Adobe Forms



HRIS – 6/25/2008 Page 60

60HRIS

Personnel Actions: Change in Pay

Start

HRAP

Initiates Change in

Pay Process

Administrator

Reviews Change in

Pay in MSS

Approve

HRIS

Processes Change in Pay in SAP

Finish

Purpose: A change to an employee’s work schedule or calendar is requested.

Change in Pay should be performed for the following types of change, if the change affects the employee’s primary position:

% of Full Time changes, i.e., an employee is currently 80% and is going to move to 100%An employee’s calendar changes, i.e., an employee on a 196 calendar moves to a 216 calendarWork schedule changes, i.e., an employee moves from a 5 day work week to a 4 day work weekA shift differential change occurs, i.e., an employee moves from a day shift to a night shift

NOTES: It is imperative that the Position Request – Change form has been submitted prior to changing an employee’s calendar or percentage.



HRIS – 6/25/2008 Page 61

61HRIS


2

1

NOTES:The Purpose of Form provides an overview of the form and any specific instructions necessary to complete the form.The employee’s current information will display on the form.

1. Enter the Date of Change in Pay and Reason.2. Click Update Display.



HRIS – 6/25/2008 Page 62

62HRIS


3

NOTES:The Form Help provides additional help to complete the form.The employee’s current information displays to the left of the form.The only time you will adjust the Wage Types will be for a Shift Differential. Be sure to add comments related to the Wage Type adjustment.If you adjust the percentage of full time, ensure the position has been changed first.

3. Enter the following new information:Payroll Area – defines the employee's pay cycle. At Broward there are two cycles (AA and BB). Work Sch Rule – defines the days and number of hours per day for which the employee is paid%age – percentage of full timeWage type – select or remove wage types as necessary



HRIS – 6/25/2008 Page 63

63HRIS


4

NOTE: You will NOT complete this area. This will be completed by HRIS.

4. HRIS will enter the following new informationPS Level/Group – this field accepts level and R0 for range



HRIS – 6/25/2008 Page 64

64HRIS


5

5. Enter New Comments for the Approver and/or HRIS to read.

NOTE: Once you have submitted the form, your new comments will move to the Previous Comments field, along with a date/time stamp for when the comment was entered.



HRIS – 6/25/2008 Page 65

65HRIS

Demo & Exercise: Change in Pay

Let’s request a Change in Pay for Eva Garcia:Date of Change in Pay – 08/05/2008Reason – Hours/percent change Payroll Area – Bi-Weekly AAWork Schedule – 7.5H Mon-Fri %age – 80.00

STEPS:1. From the Detailed Navigation window, click Employee.2. Enter the employee’s personnel number from your data sheet, and click Go.3. Click Start Processes. 4. Select the Change in Pay form.5. Click Edit. 6. Enter 08/05/2008 in the Date of Change in Pay field.7. Select Hours/Percent change in the Reason field.8. Click Update Display.9. Select Bi-Weekly AA from the Payroll Area field.10.Select 7.5H Mon-Fri from the Work Sch Rule field.11.Enter New Comments as needed.12.Click the Check and Send button.13.Verify the information and click Send.14.The confirmation page displays.



HRIS – 6/25/2008 Page 66

66HRIS

Error Messages

Items unable to be completed by the local HR action Processor or Staffing Department will appear in your UWL as a workitem with detail information regarding the error.

See handout for more detailed information.



HRIS – 6/25/2008 Page 67

67HRIS

Personnel Actions: Transfer

Transfer between Organization UnitsStart

ReleasingHRAP

Initiates Transfer Process

ReceivingHRAP

Receives and Adds

Transfer Information

Approve

HRIS

Processes Transfer in

SAP

Finish

Administrator

Reviews Transfer in

MSS

Purpose: The purpose of this form is to transfer the employee from one organizational unit to another.

NOTES:The Releasing Location will initiate the process.The Receiving Location will receive the form, add transfer information, and then submit the form for approval.The positions within the Receiving Location must have all the correct attributes before submitting the transfer request for approval.If the position is not correct, complete the Position Request – Change form online.The position must be unfilled before completing the Transfer process.CAFS (Computerized Applicant Flow System) will still continue to be used for Instructional Staff Transfers. All three approvals must be completed prior to submitting this form. Please attach a screen print of CAFS showing the three approvals to the form.

ADDITIIONAL NOTES:If the employee is leaving his/her benefited primary position to work a secondary position, the employee will still need to complete the Resignation/Retirement Form and check the box for Resigning from Primary Position. At the bottom of the form he/she would write the position number relating to the secondary position he/she will continue to work in a temporary capacity. The HRAP will submit either a Reassignment or Transfer and attached the signed Resignation form. The HRAP will need to enter a Comment stating the employee is resigning from the primary position and moving into a secondary position and to see attached form. The signed resignation form is important as the employee will no longer have benefit coverage.



HRIS – 6/25/2008 Page 68

68HRIS


1

3

2

NOTES:Purpose of Form provides an overview of the form and any specific instructions necessary to complete the form.The employee’s current information displays at the top of the form.

1. The Releasing Location HRAP should enter the New Org Unit and Date of transfer.2. The Receiving Location HRAP should enter the new Position number and the Reason for the transfer.3. Click Update Display.



HRIS – 6/25/2008 Page 69

69HRIS


4

NOTES:The Form Help provides additional help to complete the form.The employee’s current information displays to the left of the form.

4. Enter the following new information:Payroll AreaWork Schedule%ageNew Wage types



HRIS – 6/25/2008 Page 70

70HRIS


NOTE: You will NOT complete this area. This will be completed by HRIS.



HRIS – 6/25/2008 Page 71

71HRIS


5

5. Enter New Comments for the Approver and/or HRIS to read.

NOTE: Once you have submitted the form, your new comments will move to the Previous Comments field, along with a date/time stamp for when the comment was entered.



HRIS – 6/25/2008 Page 72

72HRIS

Demo & Exercise: Transfer

Let’s request that Consuela Stone be transferred from her current position and school to a new position and school:

New Org Unit – 63861000 Date of Transfer – 08/05/2008Position – 80110581 Reason for Transfer – Regular/Lateral TransferPayroll Area – Bi-Weekly AAWork Schedule – 7.5H Mon-Fri %age – 100.00

STEPS:1. From the Detailed Navigation window, click Employee.2. Enter the employee’s personnel number from your data sheet, and click Go.3. Click Start Processes. 4. Select the Transfer form.5. Click Edit. 6. Enter 63861000 in the New Org Unit field.7. Enter 08/05/2008 in the Date of Transfer field.8. Enter the 80110581 in the Position number field.9. Select Regular/Lateral Transfer from the Reason for Transfer field.10.Click Update Data.11.Select Bi-Weekly AA from the Payroll Area field.12.Select 7.5H Mon-Fri from the Work Schedule field.13.Enter 100.00 in the %age field.14.Enter New Comments as appropriate.15.Click the Check and Send button.16.Verify the information and click Send.17.The confirmation page displays.



HRIS – 6/25/2008 Page 73

73HRIS

Knowledge Check

What electronic tool will the HR Action Processor use to initiate HR Actions?

A. Manager Self Service (MSS)B. Employee Self Service (ESS)C. Adobe Interactive FormD. Business Intelligence (BI)



HRIS – 6/25/2008 Page 74

Other TransactionsOther Transactions



HRIS – 6/25/2008 Page 75

75HRIS

PO13: Maintain Position

Nothing has changed on this transaction from what is done now.



HRIS – 6/25/2008 Page 76

76HRIS

ZHPA_BOARDAGENDA: Board Agenda

New transaction code that replaces ZBOARD. This will be used by all HR departments to run their respective board agenda reports.



HRIS – 6/25/2008 Page 77

77HRIS

ZHPA_ZCALC: Calculate Contract Amount

This report calculates the annual salary if the employee starts late.



HRIS – 6/25/2008 Page 78

78HRIS

Questions?

Documents

HRIS Super User Training - Broward County Public … Board of Broward County BRITE Implementation HRIS – 6/25/2008 Page 3 HRIS Overview NOTE: All screen shots throughout this manual