1 / 8

How To: Add a Person

Task Definition: Enter a new hire into PennWorks. In this task – Enter Initial Employment information. This includes: Biographical Information Role and Distribution information Faculty Compensation information (for Faculty only) Ethnicity information.

herbst
Download Presentation

How To: Add a Person

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Task Definition: Enter a new hire into PennWorks. • In this task – Enter Initial Employment information. This includes: • Biographical Information • Role and Distribution information • Faculty Compensation information (for Faculty only) • Ethnicity information • Steps – From the Navigation panel: • Complete the Find a Person search • Register Penn ID • Add Biographical info • Add Role(s) • Add Distribution(s) • Add Compensation (Faculty only) • Add Ethnicity • Finalize and Save How To: Add a Person Before adding a new person, search the existing database for a match, i.e. Find a Person. Please refer to How to Find a Person for details. To see this in PennWorks...click here

  2. Task: Add a Person (cont’d) • After entering the appropriate search criteria, click [Find] • Note the message ‘No records found’ Click on [Add a New Person] to begin the new hire process

  3. Task: Add a Person (cont’d) For an individual who has applied for a SSN, their receipt of application can be used to request a Temporary Number.  Fax a copy of this ‘receipt’ to HR Records. HR will provide a temporary number that can be used in place of the SSN. Click on [Register Penn ID data]to advance to the next screen • To register a Penn ID, enter Name, Birth Date and Social Security Number • A Penn ID number will be assigned automatically

  4. Task: Add a Person (cont’d) Users will be asked to specify whether an employee is a Foreign National, a US Citizen, or a Green Card / Permanent Resident. This field will be required for new hires and rehires, and optional but strongly recommended for biographical updates to existing employees. If Foreign National or Green Card/Permanent Resident is selected, the user will be required to enter Visa information whether the person is new or existing. Click on [Submit] to advance to the next screen Enter the new employee’s Biographical Information

  5. Task: Add a Person (cont’d) Select the School/Center, Role ORG and enter the Job Class Code Leave the Home ORG lock set if only Home ORG users will be able to add a Role Role State can be Final or Projected; a ‘projected’ Role State is used for planning purposes only, i.e. the employee will not receive a payment When you finish adding the Distributions, you would click [Next] to continue with Add Roles/Distributions Clicking [Search] after entering the Job Class Code allows you to continue adding Role details Add Distribution(s) as appropriate; you can add a maximum of 32 Distributions across all Roles Use Open-ended if there is no specifically known end date After you finish adding Role and Distribution data, click [Next] to advance to the next screen [Next] allows you to proceed adding Distributions as appropriate

  6. Task: Add a Person (cont’d) Click on [Next] to advance to the next screen • Faculty Compensation is intended to capture the salary commitment for Standing Faculty, Associated Faculty, and Health System Clinicians regardless of the academic appointment

  7. Task: Add a Person (cont’d) Answer the Ethnicity question Select the appropriate Race Click on [Next] to advance to the next screen

  8. Task: Add a Person (cont’d) Click on [Submit] to finalize • Upon completion, finalize the Add Person process

More Related