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HRMS Users’ Group 5/20/08, 1:30-3:00 p.m. Clark Center Auditorium

HRMS Users’ Group 5/20/08, 1:30-3:00 p.m. Clark Center Auditorium. Payroll Updates – Kelly Wright (15) Labor Schedules – Anne Sweeney (10) HR Data Services Update – Shawna Blunt (3) PeopleSoft Version 9 Upgrade – Al Roa/Vicky Tran (20) Trovix Upgrade – Ameenah Wiley (15). AGENDA. 2.

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HRMS Users’ Group 5/20/08, 1:30-3:00 p.m. Clark Center Auditorium

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  1. HRMS Users’ Group5/20/08, 1:30-3:00 p.m.Clark Center Auditorium

  2. Payroll Updates – Kelly Wright (15) Labor Schedules – Anne Sweeney (10) HR Data Services Update – Shawna Blunt (3) PeopleSoft Version 9 Upgrade – Al Roa/Vicky Tran (20) Trovix Upgrade – Ameenah Wiley (15) AGENDA 2 September 14

  3. Payroll Updates

  4. Payroll will move to Porter Drive – 7/11 (tent.) Porter Drive is located near the corner of Page Mill and Junipero Serra Payroll Will Call will move to the Cashier’s Office – 6/30 (tent.) Cashier’s Office is located at 632 Serra Street Payroll – Off-Campus Move 4 September 14

  5. Consolidated Will Call for: Payroll Disbursements (A/P and Travel & Reimbursement) Hours 8am to 5pm – Monday, Wednesday, Thursday and Friday (including lunch hour) 9am to 5pm – every Tuesday (including lunch hour) Public computer kiosks Dedicated phone hotline to Payroll All hours dropbox for courier service to Porter Drive Courier pick-up at 9am and ~2:30pm, daily Cashier’s Office Operations 5 September 14

  6. Walk-up customer service for: W-2/1042-S reorders Blank forms W-4 8233 - Tax Treaty Direct Deposit SSPs Basic assistance with completing forms I-9 renewal document acceptance Most services also available from: Fingate Website (fingate.stanford.edu) Employee Self-Service in Axess (axess.stanford.edu) HelpSU to Payroll (helpsu.stanford.edu) Cashier’s Office Operations 6 September 14

  7. Termination/Off-Cycle Check Processing Deadline will remain at 9am Checks available from the Cashier’s Office at 3pm Payroll phone numbers will remain the same Increased opportunity for phone support Hotline to Payroll from Cashier’s Office HelpSU turnaround time will remain at 1 business day Urgent issues receive a more immediate response Mail code will change New mail code will be distributed to HR Users by email, once assigned Payroll Services from Porter Drive 7 September 14

  8. Labor Schedule Updates 8 September 14

  9. New Email Alerts for Department Labor Schedulers   Invalid Labor Schedule Lines AlertWhat ChangedDepartment Labor Schedulers will receive email alerts informing them of invalid Labor Schedule lines for the current pay period (within their Labor Org.) What triggers the Alert?When a PTA on the Labor Schedule is invalid. ContentThe email alerts will include: Employee Name, Assignment, Project, Task, Award, Labor Schedule line %, Start Date, End Date, and an explanation of why the lines are invalid. When will the email alerts be sent?Twice a month – on the 12th and 27th – beginning April 12, 2008.Note:When there are multiple Labor Schedulers per department, the email notifications will be sent to each individual in the department with Labor Scheduler responsibility. Example Alert: BVZV Invalid Labor Schedule Lines Alert for 30-APR-08 Payroll Labor Schedules 9 September 14

  10. New Employee Alert What will changeDepartment Labor Schedulers will receive email alerts informing them a new employee has been hired within their Labor Org (including transfers.) What triggers the Alert?A new employee is hired and/or transfers from another department. ContentThe email alerts will include: Employee Name, Assignment Number, and the employee’s effective start date in the new department. When will the email alerts be sent?Every time a new employee is entered or transfers departments in PeopleSoft. Note:When there are multiple Labor Schedulers per department, the email notifications will be sent to each individual in the department with Labor Scheduler responsibility. Example Alert: Sweeney, Anne - New Employee Assignment Alert Labor Schedules 10 September 14

  11. Disability & Leave services has a new email address hr-datamanagement@lists.stanford.edu has become hrleaves@stanford.edu When is the effective? Immediately Hr-datamanagement will forward to hrleaves@stanford.edu during this transition period HR Data Services 11 September 14

  12. PeopleSoft Version 9 Upgrade Project Project Information and Update May 2008

  13. PeopleSoft Timeline Go-Live: August 11, 2008 13

  14. What will be different? • Core PeopleSoft HRMS • Navigational changes (“How do I get to….?”) • New “look and feel” • Search Feature • My Favorites • Faculty/Advisors: • Same navigations, but functional pages look a bit different • All staff/employee “self-service” users: • Little visible change 14

  15. What will be the Same? • Users will continue to go through the Axess portal to access functions supported by PeopleSoft • Desktop software/browser requirements remain the same • Reports against PeopleSoft data will continue to be run via ReportMart1 • Most core processes/business functions continue to work as before 15

  16. NEW Look and Feel 16

  17. NEW Navigation 17

  18. Example: Create a Position 18

  19. NEW Navigational Search Feature 19

  20. NEW Navigational Search

  21. My Favorites 21

  22. Self Service-Pay Statement • All staff/employee “self-service” users: Little visible change 22

  23. Self Service-Pay Statement (con’t) 23

  24. Helping Users Make the Transition • “What’s New” Demo sessions pre/post Go Live by AS Help Desk Staff • Delta Training sessions pre/post Go Live by HR Data Services (Central HR) • AS Open Labs post Go Live • Central HR will be available for questions • Updated Job Aids/Course Materials • Online training materials will be available (User Productivity Kit) • Animated process demos • Job Aids • Context-related “Help” within the system 24

  25. Delta Demo Sessions (AS Help Desk) • Focused on general differences between v8.0 and v9.0 • Mark your calendars for any of the following Delta Demo sessions: Presented by AS Help Desk • Wednesday, July 23, 10:00 -11:30 am, Turing Auditorium • Tuesday, July 29, 1:00 – 2:30 pm, Turing Auditorium • Thursday, August 7, 10:00 – 11:30 am, Turing Auditorium • Wednesday, August 13, 10:00 – 11:30 am, Turing Auditorium • Thursday, September 4, 1:00 – 2:30 pm, Turing Auditorium • Training materials available in July with updated v9.0 content • Concepts & Compliance (NEW) 25

  26. Delta Training Sessions(Central HR) • Focused on HR specific changes between v8.0 and v9.0 • Demonstrate the online training material “UPK” • Mark your calendars for any of the following Delta Training sessions: Presented by HR Data Services • Friday, July 25, 10:00 -12:00 pm, Turing Auditorium • Thursday, July 31, 1:30 – 3:30 pm, Turing Auditorium • Wednesday, August 6, 10:00 – 12:00 pm, Turing Auditorium • Thursday, August 14, 1:30 – 3:30 pm, Turing Auditorium 26

  27. NEW Online Help & Learning Tool 27

  28. NEW Online Help & Learning Tool 28

  29. NEW PeopleSoft Users • New PeopleSoft Expert Users • Complete the 5 exams on the HR Data Services Website • Expert Users training class • Enroll in STARS- PeopleSoft HRMS New Expert User Training (HRMS-101) • New Concepts & Compliance Course online • New PeopleSoft Web Form Originators • Training class not required • New Concepts & Compliance Course online • Recommend attending an open lab • Bring your work 29

  30. User Acceptance Testing (UAT) • UAT Testers have already been identified • If interested, volunteers are still being considered • UAT Testing Sessions scheduled as follows: • Tuesday, May 27th: 8:30am – 12:00pm @ Arguello Lab 102 • Friday, May 30th: (2) Sessions @ Arguello Lab 105 • 8:30am – 12:00pm • 1:00pm – 4:30pm • Wednesday, June 4th: (2) Sessions @ Arguello Lab 102 • 8:30am -12:00pm • 1:00pm – 4:30pm • Thursday, June 5th: 1:00pm – 4:30pm @ Arguello Lab 102 • On-going communication will be sent directly from HR MIS to UAT Testers 30

  31. CommunicationPlans • Email announcements • Article in Speaking of Computers (April) • Article in the Stanford Report (June) • Announcement in Pay Statement emails (July/August) • Notices posted in the Axess portal (July) • Updated Axess for Faculty (Registrar’s website) • Updated information on HR Data Services website: https://hrdata.stanford.edu/ 31

  32. For More Information For More Information • AS PSV9.0 Project Web Page: http://peoplesoft9.stanford.edu/ • Be sure you are subscribed to psoftusers@lists.stanford.edu: https://mailman.stanford.edu/mailman/listinfo/psoftusers 32

  33. Questions 33

  34. Trovix ™ System Upgrade Project Project Information and Update May 2008 Office of Staff Employment & HR Data Services

  35. This Presentation Covers…. • Trovix Recruitment Manager Upgrade: What, Why, When? • What are the Benefits? • What Will be Different or the Same? • Trovix Reminders • Helping Users Make the Transition • Questions

  36. Trovix Upgrade: What, Why, When? • What: Upgrade Trovix to 3.0 • Why:Align Stanford’s Trovix system with the current release and ensure ongoing vendor support • When:Scheduled to Go Live on May 19, 2008

  37. What are the benefits? • More robust and scalable data transfer process • More immediate resume processing • Resume Matching • Improved matching capabilities • Supports 2007 Word Documents (docx) • Concept trees (expanded glossaries) for finance, software, networking, and biotech categories

  38. What will be Different? • Home Tab • My Tasks • My Jobs • My Candidates • Post Tab

  39. Home Tab

  40. Home Tab (cont’d) • My Tasks • Centralized place for lists of requested actions • to do list • clicking on an item takes you to the right screen to complete the needed task • My Jobs • An overview of your active jobs • status • candidate counts • days open • My Candidates • A summary of the active candidates for your open jobs • includes the candidate status and their next step in the process

  41. Post Tab • On the Post tab, click on the career site link to display the posted job title and description. • Then click on External to open the job description box

  42. Post Tab • The job title and the job description will display • Click Post if Open • Don’t forget to press the Save button

  43. What will be the Same? • Log onto Trovix • HRA/HRM users will continue to go through the Axess portal to access Trovix Recruitment Manager • Hiring Managers will continue to log on through recruit.trovix.com/stanford/ • Desktop software/browser requirements remain the same • Most core processes/business functions continue to work as before • Post & Fill a Requisition • Mass Email

  44. Trovix Reminders • Request access for hiring managers • SUNet ID & Name • Do not use “On-Hold” for the job status field • Use Do not Post • External Posting when Requisition is not posted • Add a note on the job requisition • Notify OSE to take it off the external sites • Job Watch List • Resumes are automatically routed to the user’s email account • No log in access to Trovix • Resumes count incorrect on the requisition • Click the right arrow on the last page of the candidates list and the resume count is correct.

  45. Helping Users Make the Transition • Informational presentation to be held at the HUG meeting: May 20 • “What’s New” demo sessions • Last demo: Wednesday, May 28 • Turing Auditorium from 10:30am-11:30am • Open labs • June 9, July 9, Aug 7…please visit the OSE website http://ose.stanford.edufor more open labs • Arguello Lab-Room 105 from 1:30pm-4:30pm

  46. Planned Announcements/Written Communications • Email announcements to Trovix and PeopleSoft distribution lists • Email to hiring managers • Notices posted in the Axess portal • Updates on the Office of Staff Employment website: http://ose.stanford.edu/trovix.html

  47. Questions

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