PeopleSoft 9.1 Manager Self Service Reference Guide
December 3, 2014
PeopleSoft 9.1 Manager Self Service Reference Guide
Table of Contents Using the Manager Dashboard ................................................................................................. 1 Viewing Direct Report Information on the Manager Dashboard ........................................................... 1
Managing Position Data .......................................................................................................... 10 Viewing Position Information for a Direct Report ............................................................................... 10 Requesting a New Position in MSS ..................................................................................................... 12 Requesting a Position FTE Change ...................................................................................................... 18
Managing Job Data .................................................................................................................. 21 Requesting a Termination .................................................................................................................... 21 Requesting an Ad Hoc Salary Change ................................................................................................. 24 Requesting a Career Ladder Change .................................................................................................... 28 Requesting a Location Change............................................................................................................. 32 Requesting a Shift Change ................................................................................................................... 35 Requesting a Reporting Relationship Change ...................................................................................... 38 Requesting an Employee Job Change (Promotion/Demotion/Lateral Change) ................................... 42 Recording a Performance Improvement Plan ...................................................................................... 47 Recording a Corrective Action............................................................................................................. 56 Requesting a Demotion ........................................................................................................................ 66
Maintaining Job Profiles ......................................................................................................... 69 Requesting a New Job Description ...................................................................................................... 69 Requesting a Job Description Update .................................................................................................. 75
Managing Employee Evaluation (Direct Reports) ................................................................ 81 Requesting Third Party Review Feedback ........................................................................................... 81 Delegating an Employee Review Process ............................................................................................ 84 Preparing an Individual Employee Evaluation ..................................................................................... 88 Conducting a Face-to-Face Evaluation Meeting .................................................................................. 93 Leader Sign-Off ................................................................................................................................... 95
Managing My Team's Learning ............................................................................................. 98 Adding/Enrolling Team Members in a Program or Activity ................................................................ 98 Creating a New Learning Plan ........................................................................................................... 100 Enrolling from an Employee's Learning Plan .................................................................................... 102 Browsing the Learning Catalog ......................................................................................................... 107 Searching the Learning Catalog ......................................................................................................... 111 Reviewing Team's Enrollment Programs and Activities .................................................................... 115 Reviewing Your Team's Activities Progress ...................................................................................... 122 Reviewing Team's Schedule for Current Learning ............................................................................ 124 Adding Supplemental Learning Activities ......................................................................................... 126 Viewing Approval Status of Supplemental Request .......................................................................... 129 Dropping a Direct Report from Activities/Programs ......................................................................... 131 Approving or Denying a Request for Enrollment .............................................................................. 133
Working with Approvals ....................................................................................................... 136 Approving and Denying a Transaction .............................................................................................. 136 Approving an Expense Report ........................................................................................................... 139 Sending Back or Denying an Expense Report ................................................................................... 143
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PeopleSoft 9.1 Manager Self Service Reference Guide
Using the Manager Dashboard Viewing Direct Report Information on the Manager Dashboard Navigation: Main Menu > HCM > Manager Dashboard Purpose: Use this transaction to practice viewing direct report information from the Manager Dashboard in PeopleSoft HCM.
Step 1.
Action The Manager Dashboard consists of a variety of sections, including the Alerts, the Manager Learning Center, Direct Line Reports, and more. To view all of your Alerts, click the View All link.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action Review the alert details. To delete the alert, you can click the Garbage Can icon. When your review is complete, click the Return button.
Step 3.
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Action Scroll down the page.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step 4.
Step 5.
Action Click the appropriate Employee Name link in the Anniversary Alerts section.
Action Review detailed employee information on this page. You can also access other pages by clicking any of the provided page links under the Additional Information section. When your review is complete, click the Return to Manager Dashboard link.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
6.
To expand a collapsed section, click the Expand button.
7.
Click the Expand link.
Step 8.
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Action The Direct Line Reports expands to show all direct reports. Use the four tabs at the top to view summary, job details, contact, and compensation information for your direct reports.
PeopleSoft 9.1 Manager Self Service Reference Guide Step 9.
Step 10.
Action Click the appropriate Name link to view an employee's talent summary.
Action Detailed employee information appears at the top of the screen. You can also review the employee's Total Rewards and Base Salary History from this page. To view current salary information, click the vertical scrollbar.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 11.
Step 12.
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Action When your review is complete, click the Return to Manager Dashboard link.
Action On the Manager Dashboard, click the Job Details tab.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
13.
This tab contains information about the employee's years of service, job title, and job code. You can also access and view the job description from here.
14.
Click the Contact tab.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
15.
This tab contains the contact information for employees.
16.
Click the Compensation tab.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
17.
This tab contains the compensation information for employees, including the annual salary, min-mid-max range details, and the compa-ratio.
18.
Congratulations! You have successfully used the Manager Dashboard to view direct report information in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Managing Position Data Viewing Position Information for a Direct Report Navigation: Main Menu > HCM > Manager Self Service > Manage Positions Purpose: Use this transaction to view position information for a direct report in PeopleSoft Manager Self Service.
Step 1.
Action The Manage Position page displays your direct report positions, by position number. You can view the job description for the position from here. You can also modify the position FTE or request another position from this page as well. Use the Position Number link to view position details for your direct report.
2.
Step 3.
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Click the appropriate Position Number link.
Action The position and incumbent details appear for your review.
PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
4.
When your review is complete, click the Return button.
5.
Congratulations! You have successfully viewed position information for a direct report in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a New Position in MSS Navigation: Main Menu > HCM > Manager Self Service > Manage Positions Purpose: Use this transaction to request a new position in PeopleSoft Manager Self Service. Step 1.
Action The Manager Position page appears. You can either request another position based on the listing of current positions within your group, or you can request a new position not currently displayed. For this example, you will request a new position not in your current group.
Step 2.
Step 3.
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Action Click the vertical scrollbar.
Action Click the Request new position not shown button.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
4.
Use the New Position page to enter the Department, Effective Date, Job Code, Weekly Standard Hours, and Location for the new position being created.
5.
Click the Look up Department button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 6.
Step
Action Click the appropriate Department link.
Action
7.
Enter the desired information into the Effective Date field.
8.
Click the Look up Job Code button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 9.
Step
Action Click the appropriate Job Code link.
Action
10.
Enter the desired information into the Weekly Standard Hours field.
11.
Click the Look up Location Code button.
Step 12.
Action Click the appropriate Location Code link.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
13.
Click the Shift drop down.
14.
Select the appropriate Shift list item.
15.
Identify the position posting needs. Click the Yes, this position is intended for immediate posting option.
16.
Enter additional information, such as justification for the position or the date needed by, into the Position Justification field.
17.
Click the Submit button.
Step 18.
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Action Click the OK button.
PeopleSoft 9.1 Manager Self Service Reference Guide Step 19.
Action The request is routed to your leader for approval. After your leader has approved the request, it is then routed to HR for approval and processing. A worklist item is provided for you notifying you of the new position approval or denial.
20.
Congratulations! You have successfully requested a new position the PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a Position FTE Change Procedure Navigation: Main Menu > HCM > Manager Self Service > Job and Personal Information > Change Full/Part Time Status Purpose: Use this transaction to request a position FTE change in PeopleSoft Manager Self Service.
Step 1.
Action The Manage Positions page lists all of your direct report positions. Locate the position requiring the FTE change in the list. Click the Modify FTE button to the right of the selected employee.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
2.
The Modify FTE page appears for the selected employee. Review the information and verify the current FTE details.
3.
Enter the desired information into the Effective Date field.
4.
Enter the desired information into the New Weekly Std Hours field. For this example, the standard work hours are being updated to 32.
5.
To have the changes applied to the current employee, click the Yes, apply this change to the current employee option.
6.
Enter comments into the Position Justification field.
7.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 8.
Action Review the information in the displayed message box. Click the OK button when your review is complete.
9.
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Congratulations! You have successfully requested a position FTE change in PeopleSoft MSS. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Managing Job Data Requesting a Termination Navigation: Main Menu > HCM > Manager Self Service > Job and Personal Information > Terminate Employee Purpose: Use this transaction to terminate an employee in PeopleSoft Manager Self Service. Step 1.
Action Use this process to record a voluntary or involuntary termination in PeopleSoft MSS. When processing a termination in PeopleSoft, enter the date following their last work day as the termination date in the system. The employee is then paid through their last work day.
Step 2.
Action Locate the terminating employee in the list. Click the Select button to the left of the appropriate employee.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
3.
The Terminate Employee page appears with the selected employee displayed.
4.
Enter the desired information into the Termination Date field. Remember, this must be the day following their last work date.
5.
Click the Reason for Termination drop down.
6.
Select the appropriate Reason for Termination list item.
7.
Click the Submit button.
Step 8.
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Action Click the OK button.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step 9.
Step
Action Click the OK button.
Action
10.
Review the termination details, including the approval routing information.
11.
Congratulations! You have successfully requested termination of employee in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting an Ad Hoc Salary Change Navigation: Main Menu > HCM > Manager Self Service > Compensation and Stock > Request Ad Hoc Salary Change Purpose: Use this transaction to request an employee ad hoc salary change in PeopleSoft Manager Self Service.
Step 1.
Action The Effective Date populates to the nearest Sunday but it can be changed when necessary. However, please note all ad hoc salary requests must have an effective date of Sunday, otherwise an error message will display.
2.
Click the Ad Hoc Salary Change option.
3.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
4.
Click the Select button to the right of the appropriate employee name.
5.
On the Position Data page, enter the change percent or change amount to the current pay rate. Tab out of the field to see the calculated New Pay Rate. Finally, enter any necessary comments and click the Submit button when your change is complete.
Step 6.
Action On the Position Data page, enter the change percent or change amount to the current pay rate. Tab out of the field to see the calculated New Pay Rate. Finally, enter any necessary comments and click the Submit button when your change is complete.
7.
In this example, you will enter a change percent.
8.
Enter the desired information into the Change Percent field.
9.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 10.
Action A message displays asking you to confirm the action. Click Yes to continue with the submission or click No to cancel the request. Click the Yes button.
Step 11.
Action A message displays stating that your request is successfully submitted. Click OK to acknowledge the message. Click the OK button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 12.
Action The request is routed for approval based on a predefined workflow. An Approval section displays at the bottom of the page with the status of the approvals and names of the approvers. After all approvals are obtained, your request is processed.
13.
Congratulations! You have requested an ad hoc salary change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a Career Ladder Change Navigation: Main Menu > HCM > Manager Self Service > Job and Personal Information > Promote Employee Purpose: Use this transaction to request a career ladder change in PeopleSoft Manager Self Service. Step 1.
Action The Effective Date will populate but this field can be edited. However, please note the effective date for a career ladder must be a Sunday, otherwise, an error message displays.
Step
Action
2.
Click the Career Ladder option.
3.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 4.
Step 5.
Action Click the Select button to the right of the appropriate employee name.
Action On the Position Data page, enter the change percent or change amount to the current pay rate. Tab out of the field to see the calculated New Pay Rate. Finally, enter any necessary comments and click the Submit button when your change is complete.
6.
In this example, you will enter a change percent.
7.
Enter the desired information into the Change Percent field.
8.
Enter the desired information into the Comments field.
9.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 10.
Action A message displays asking you to confirm the action. Click Yes to continue with the submission or click No to cancel the request. Click the Yes button.
Step 11.
Action A message displays stating that your request is successfully submitted. Click OK to acknowledge the message. Click the OK button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 12.
Action The request is routed for approval based on a predefined workflow (set up following the current approval hierarchy). An Approval section displays at the bottom of the page with the status of the approvals and names of the approvers. After all approvals are obtained, your request is processed.
13.
Congratulations! You have requested a career ladder change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide Requesting a Location Change Navigation: Main Menu > HCM > Manager Self Service > Job and Personal Information > Request Location Change Purpose: Use this transaction to request a location change in PeopleSoft Manager Self Service. Step 1.
Action When you request a location change, you can request it to be processed and applied to the current employee or to the position only (either because the employee is terminating or because the employee is transferring). In this example, you are requesting a location change for an employee.
Step
Action
2.
Click the Select option to the left of the appropriate employee name.
3.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
4.
The Effective Date populates to with the current date. You can overwrite this field if necessary.
5.
Click the Look up Location button.
Step 6.
Action Click the appropriate Location Code link.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 7.
Step
Action Click the Submit button.
Action
8.
Click the OK button.
9.
Depending on the extent of the location change (if combined with other changes), approvals may or may not be required.
10.
Congratulations! You have requested a location change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a Shift Change Navigation: Main Menu > HCM > Manager Self Service > Employee/Position Changes Purpose: Use this transaction to request a shift change in PeopleSoft Manager Self Service.
Step 1.
Action The Effective Date populates to the nearest Sunday but it can be changed when necessary. However, please note shift change requests must have an effective date of Sunday, otherwise an error message will display.
2.
Click the Shift option.
3.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 4.
Action There are three shifts defined in PeopleSoft for BHSF: 1st, 2nd, and 3rd. A shift change is applied to the position first and then flows down to the employee record. On the Employee/Position Change page, click the Select button for the employee receiving the shift change.
5.
Step
Click the Select button to the right of the appropriate employee name.
Action
6.
Click the button to the right of the Shift field.
7.
Click the appropriate Shift list item.
8.
Next, choose whether this change applies to just the employee or to the position.
9.
In this example, click the Yes option.
10.
Enter the desired information into the Comments field to explain the shift change.
11.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 12.
Action A message displays asking you to confirm the action. Click Yes to continue with the submission or click No to cancel the request. Click the Yes button.
Step 13.
Action A message displays stating that your request is successfully submitted. Click OK to acknowledge the message. Click the OK button.
14.
The shift change has been successfully submitted and no approvals are required.
15.
Congratulations! You have requested a shift change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a Reporting Relationship Change Navigation: Main Menu > HCM > Manager Self Service > Job and Personal Information > Request Reporting Change Purpose: Use this transaction to request a reporting change in PeopleSoft Manager Self Service.
Step 1.
Action The Reporting Change page contains a list of your direct reports. Locate the employee requiring a reporting change in the list. Click the Select option for the employee.
2.
Step 3.
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Scroll down the page.
Action Click the Continue button.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
4.
The Request Reporting Change page appears, displaying current reporting information for the selected employee.
5.
Enter the new report to information into the Supervisor field. You can also use the look up function if needed.
6.
Enter the desired information into the Comments field.
7.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 8.
Action A Submit Confirmation page appears. You can review the approval path at the bottom of the page. When your review is complete, click the OK button.
9.
Review the requested change and navigate to View Reporting Change Status to verify the information submitted. To access the View Reporting Change Status page, navigate to: Main Menu > Manager Self Service > Job and Personal Information > View Reporting Status Change.
Step 10.
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Action Click the appropriate Transaction Number link.
PeopleSoft 9.1 Manager Self Service Reference Guide Step 11.
Action You can review the change on the Reporting Change Details page. In this example, the Workflow Status shows the transaction in the Approval Process. The change request is sent to HR for processing in the PeopleSoft application.
12.
Congratulations! You have successfully requested a reporting relationship change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting an Employee Job Change (Promotion/Demotion/Lateral Change) Navigation: Main Menu > HCM > Manager Self Service > Employee/Position Changes Purpose: Use this transaction to request an employee job change in PeopleSoft Manager Self Service. Prerequisites: Prior to entering a request for an employee job change into PeopleSoft, you should work with HR site, Compensation, and the employee to identify the new job placement and pay rate.
Step 1.
Action An employee job change can be requested for a promotion, involuntary demotion, and transfer (lateral change). To enter a job change, enter an effective date and select the appropriate change option.
2.
The Effective Date populates with the current date. Change this field if necessary.
3.
Click the Promotion / Demotion / Lateral Change option.
4.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 5.
Step
Action Click the Select button to the right of the appropriate employee name.
Action
6.
On the Position Data page, enter the new job code provided by Compensation.
7.
Click the Look up Job Code (Alt+5) button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 8.
Step
Action Click the appropriate Job Code link.
Action
9.
Next, select the applicable changes to employee radio button, enter comments to support the job change, and then click the Submit button.
10.
In this example, click the Yes option to apply these changes to the current employee.
11.
Enter the desired information into the Comments field.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 12.
Step 13.
Action Click the Submit button.
Action A message displays asking you to confirm the action. Click Yes to continue with the submission or click No to cancel the request. Click the Yes button.
Step 14.
Action A message displays stating that your request is successfully submitted. Click OK to acknowledge the message. Click the OK button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 15.
Action The request is routed for approval based on a predefined workflow. An Approval section displays at the bottom of the page with the status of the approvals and names of the approvers. After all approvals are obtained, your request is processed and Recruitment receives notification of the change and enters the new pay rate information for the employee into the PeopleSoft system.
16.
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Congratulations! You have requested an employee job change in PeopleSoft MSS. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Recording a Performance Improvement Plan Navigation: Main Menu > HCM > Manager Self Service > Performance Management > Development Documents > Create Documents Purpose: Use this transaction to document a leader performance improvement plan (PIP) in PeopleSoft Manager Self Service. Step 1.
Action A performance improvement plan (PIP) is used for any employee in a leader position that requires improvement. If you have a leader whose performance needs improvement, work directly with HR in completing the PIP form (this is external from the PeopleSoft system). Once the form has been finalized, you will need to record it in PeopleSoft and attach the form to the PeopleSoft record.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action The Create Development Documents page contains a list of your direct reports. Locate the direct report requiring the PIP in the list. Click the Select checkbox for the identified employee.
3.
Step 4.
Click the Continue button.
Action Identify the start and end dates for the PIP. Enter the desired information into the Period Begin Date field.
5.
Enter the desired information into the Period End Date field.
6.
Click the Document Type drop down.
7.
Select the Performance Improvement Plan list item.
8.
Click the Template drop down.
9.
Select the PIP Leader list item.
10.
Click the Create Documents button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 11.
Action The leader name requiring improvement appears with a document creation status of success. To view individual development documents for the leader, click the Current Documents link.
Step 12.
Action The Current Development Documents page appears. You have been assigned as the mentor for this leader based on the creation of the improvement documents. Click the Performance Improvement Plan link.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 13.
Action The Document Details page appears for the selected document. Review the details. The document progress step also displays with the status and due date. To start the Mentor Evaluation process, click the Start link.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 14.
Action The PIP/COA Document page appears. On this page, you will complete the required sections and then attach a scanned copy of the PIP external form. To view all sections on the page, click the Expand All link.
Step 15.
Action Select a Performance Expectations & Deficiencies Summary option. In this example, click the Leadership Competencies option.
16.
Scroll down the page.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
17.
Enter comments about the impacted policies in the Comments field.
18.
To attach a copy of the completed PIP form, click the Add Attachment link.
Step 19.
Action Locate the PIP form on your desktop. Click the Browse button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
20.
Select the appropriate document to attach.
21.
Click the Open button.
Step 22.
Action Click the Upload button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 23.
Action The file name for the uploaded PIP now displays. Add a description of the document. Enter the desired information into the Description field.
24.
Click the Save button.
25.
As time progresses, you can attach additional documentation supporting the progress and completion of the PIP. After attaching each document click the Save button.
26.
Only once the PIP is fully completed, click the Complete button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 27.
Step 28.
Step
Action Click the Complete button.
Action Click the OK button.
Action
29.
Review the document details. Notice that the status now reflects Completed. You can view the document by clicking the View link in the Action field.
30.
Congratulations! You have successfully recorded a PIP for a direct report in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Recording a Corrective Action Navigation: Main Menu > HCM > Manager Self Service > Performance Management > Development Documents > Create Documents Purpose: Use this transaction to record a direct report's corrective action using PeopleSoft Manager Self Service. Step 1.
Action Corrective action (COA) is used for any staff employee that requires improvement. If you have a staff employee in your direct report that requires corrective action, work directly with HR in completing the COA form (this is external from the PeopleSoft system). Once the form has been finalized, you will need to record it in PeopleSoft and attach the form to the PeopleSoft record. This process requires several steps and PeopleSoft pages.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action The Create Development Documents page contains a list of your direct reports. Locate the direct report requiring the COA in the list. Click the Select checkbox for the identified staff employee.
3.
Step 4.
Click the Continue button.
Action The Create Development Documents page appears. Define the COA period. Enter the desired information into the Period Begin Date field.
5.
Enter the desired information into the Period End Date field.
6.
Click the Document Type drop down.
7.
Select the Corrective Action list item.
8.
Click the Template drop down.
9.
Select the COA Staff list item.
10.
Click the Create Documents button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 11.
Action The staff employee that you selected the COA for appears with a document status of success. To view individual development documents for the employee, click the Current Documents link.
Step 12.
Action The Current Development Documents page appears. You have been assigned as the mentor for this employee based on the creation of the COA documents. Click the Corrective Action link.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 13.
Action The Document Details page appears for the selected document. Review the details. The document progress step also displays with the status and due date. To start the Mentor Evaluation process, click the Start link.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 14.
Action The PIP/COA Document page appears. On this page, you will complete the required sections and then attach a scanned copy of the COA. Identify the COA Steps under Section 2. For this example, click the COA St- 1 Inf. Dis. n Agreem option.
15.
Enter comments regarding the COA into the Comments field.
16.
Scroll down the page.
Step 17.
Step 18.
Action Click the Add Policies link.
Action The Add Policies page appears. You will enter the policy name in the Policy Description field and then select the policy from the list. Enter the desired information into the Policy Description field.
19.
Click the Applicable Policy drop down.
20.
Select the appropriate Applicable Policy list item.
21.
Click the Update button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
22.
Enter optional policy comments into the Comments field.
23.
Scroll down the page.
Step 24.
Action Select an option from the Concur or Dissent Summary section. For this example, click the Employee Agrees option.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 25.
Action Attach a copy of the paper CA document. Click the Add Attachment link.
Step 26.
Step
Action Click in the Browse field.
Action
27.
Select the appropriate CA document to attach.
28.
Click the Open button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 29.
Step
Action Click the Upload button.
Action
30.
Enter the desired information into the Description field.
31.
Click the Save button. As time progresses you can attach additional documents to support the progress and completion of the COA. After attaching each document, click the Save button.
32.
Once the COA is fully completed, click the Complete button.
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Step 33.
Step 34.
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Action Click the Complete button.
Action Click the OK button.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
35.
Review the document details. Notice that the status now reflects Completed. You can view the document by clicking the View link in the Action field.
36.
Congratulations! You have successfully recorded a corrective action in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Requesting a Demotion Navigation: Main Menu > HCM > Manager Self Service > Employee/Position Changes Purpose: Use this transaction to enter a downward job change in PeopleSoft Manager Self Service.
Step
Action
1.
Enter the desired information into the Effective Date field. The effective date for the demotion should be a Sunday.
2.
Click the Promotion / Demotion / Lateral Change checkbox.
3.
Click the Continue button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 4.
Action The Employee/Position Changes page contains a list of your direct reports. Locate the direct report in the list that requires the demotion. Click the Select button for the impacted employee.
Step
Action
5.
Work with Compensation to determine the job code to use when processing the demotion.
6.
Enter the desired information into the Job Code field.
7.
To apply the change to the current employee, click the Yes option.
8.
Enter the desired information into the Comments field.
9.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 10.
Step 11.
Action A confirmation message appears. To continue with the action, click the Yes button.
Action A message box appears stating that your transaction has been successfully submitted. It is now routed for approval. Click the OK button.
Step
Action
12.
You can review the Request ID and approval status at the bottom of the page.
13.
Congratulations! You have successfully entered a downward job change in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide Maintaining Job Profiles Requesting a New Job Description Navigation: Main Menu > Manager Self Service > Compensation and Stock > Request New/Update Job Descr Purpose: Use this transaction to request a new job description in PeopleSoft Manager Self Service.
Step
Action
1.
Click the Change Type drop-down button.
2.
Click the New Job Description list item.
3.
Click the Continue button.
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Step 4.
Action Click the Download Job Description Template button. This will open a Microsoft Word document in a new window.
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Step
Action
5.
Click the Job Title/Code drop-down button.
6.
Select the appropriate Job Title/Code list item.
7.
Enter the desired information into the New Job Title field.
8.
Click the Entity drop-down button.
9.
Click the appropriate Entity list item.
10.
Click the Department drop-down button.
11.
Click the appropriate Department list item.
12.
Click the Review/Revised Date drop-down button.
13.
Click the desired date.
14.
Scroll down the page.
15.
Complete the provided template with as much information as possible. Be sure to fill out the entire ADA Criteria table. In this example, the table has been filled out for you. You cannot save the document if this portion is not complete.
Once you have completed the form, save the document to your computer. 16.
Once you have completed the template document, click the File tab.
17.
Click the Save As menu.
18.
Save the document to your computer. Click the Save button.
19.
Click the Close button to return to PeopleSoft.
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Step
Action
20.
Enter the desired information into the Request Justification field.
21.
To attach the completed Word document, click the Add button.
22.
Click the Browse button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
23.
Select the Job Description file you saved on your computer.
24.
Click the Open button.
Step 25.
Step 26.
Action Click the Upload button.
Action Notice, your document is now in the Supporting documents section. Use the buttons to Add, View, or Delete a supporting document.
27.
To submit the job description for approval, click the Submit button.
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Step
Action
28.
Click the OK button.
29.
Once submitted, your request is routed to Compensation for approval and processing.
30.
Congratulations! You have requested a new job description in PeopleSoft MSS. End of Procedure.
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Requesting a Job Description Update Navigation: Main Menu > HCM > Manager Self Service > Compensation and Stock > Request New/Update Job Descr Purpose: Use this transaction to request an update to a job description in PeopleSoft Manager Self Service.
Step 1.
Action The Select Job Description Change Type page contains a list of your direct report positions. Locate the position that requires a job description update in the list. Click the Select option to the left of the appropriate position number.
2.
Click the Continue button.
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Step 3.
Action The Enter Job Description Change Information page appears with details from the selected position. Access a copy of the current job description. Click the Review Job Description button.
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Step 4.
Action The job description opens in a separate window. Save a copy to your desktop. Click the File menu.
5.
Click the Save as... menu.
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Action
6.
Click the Save button.
7.
Close the file from within PeopleSoft by closing that browser tab.
Step 8.
Step 9.
Action On your computer, open the saved Employee Job Description.
Action Review the document to determine what changes you would like to make. Note: changes to the job description cannot be made using the PDF. Close the document after reviewing the contents.
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Step 10.
Action To update the job description, enter the changes you would like to make in the Request Justification field. You can also print a copy of the job description, make edits on the print out, scan the document, and attach it in the Supporting Documents section. In this example, enter changes in the Request Justification field.
11.
Enter the desired information into the Request Justification field.
12.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 13.
Step 14.
Action A confirmation message appears. To continue with the action, click the OK button.
Action A message box appears stating that your transaction has been successfully submitted. Compensation will review your request and process the job description change as needed. Click the OK button.
Step 15.
Action Your request is routed to Compensation for processing. Review the approval information displayed at the bottom of the page. In this example, it shows the approval as pending.
16.
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Congratulations! You have requested a job description update in PeopleSoft MSS. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Managing Employee Evaluation (Direct Reports) Requesting Third Party Review Feedback Navigation: Main Menu > HCM > Manager Self Service > Manager Dashboard > ePerformance link Purpose: Use this transaction to request 3rd party review feedback in ePerformance.
Step 1.
Action The My Dashboard page appears. Tasks requiring your attention display under My Tasks. Locate the link for the required staff evaluation. Click the Evaluate XXXX - Name for 20XX Annual Staff Evaluation link.
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Action Review the provided instructions. When your review is complete, click the vertical scrollbar.
Step 3.
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Action Click the Request Feedback button.
PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
4.
The Request Feedback page appears with a list of employees that are eligible to provide feedback for your direct report. You can search for a specific employee in the list.
5.
Enter the desired information into the Search field.
6.
Click the Run Filter button.
7.
Locate the desired employee in the list. Click the Select checkbox to the left of the desired employee.
8.
Step 9.
Click the OK button.
Action If desired, enter comments in the Comments field. Click the Yes button to complete the transaction. A request is then sent to the selected employee asking for feedback on your direct report’s performance.
10.
Congratulations! You have successfully requested 3rd party review feedback in ePerformance. End of Procedure.
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Delegating an Employee Review Process Navigation: Main Menu > HCM > Manager Dashboard > ePerformance link Purpose: Use this transaction to delegate the review process in ePerformance.
Step 1.
Action The My Dashboard page appears. Tasks requiring your attention display under My Tasks. Locate the link for the required staff evaluation. Click the associated Evaluate XXXX for 20XX Annual Staff Evaluation button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action The Edit Delegations page appears for the impacted employee. Review the information and instructions on the page.
3.
Step 4.
Scroll down the page.
Action Click the Add button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 5.
Action The Select Delegatees for this delegation page appears with a list of possible delegatees. You can search for a specific employee. Enter the desired information into the Search field.
6.
Click the Run Filter link.
7.
Search results matching your criteria displays. Click the Select checkbox to the left of the appropriate name.
8.
Step
Click the OK button.
Action
9.
Click the Done button.
10.
The delegated leader can now click on the link to review the process.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 11.
Action Congratulations! You have successfully delegated the employee review process in ePerformance. End of Procedure.
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Preparing an Individual Employee Evaluation Navigation: Main Menu > HCM > Manager Dashboard > ePerformance link Purpose: Use this transaction to complete an individual employee evaluation in ePerformance.
Step 1.
Action The My Dashboard page appears. Tasks requiring your attention display under My Tasks. Locate the link for the required staff evaluation. Click the Evaluate XXXX for 20XX Annual Staff Evaluation link.
Step
Action
2.
Review the provided instructions.
3.
When your review is complete, scroll down the page.
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Step
Action
4.
Continue reviewing the provided instructions.
5.
Scroll down the page.
Step 6.
Action As a leader, you will rate employee's Essential Job Functions and Competencies, and provide necessary comments where necessary to justify the rating. First, you will rate the Essential Job Functions.
7.
Review the employee's rating and comments, if provided. Click the Leader's Rating drop down.
8.
Rate the employee by selecting the appropriate Leader Rating list item.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 9.
Action You should provide comments regarding the rating, especially if the rating your selected is different than the rating provided by the employee. This applies for all evaluation categories. Enter the desired information into the Comments field.
10.
Rate the employee on the remaining Essential Job Functions by repeating steps 7-9 for each job function.
11.
Next, you will rate the Competencies for the employee. Scroll down the page.
Step
Action
12.
Click the Leader's Rating drop down.
13.
Rate the employee by selecting the appropriate Leader Rating list item.
14.
You should provide comments regarding the rating, especially if the rating your selected is different than the rating provided by the employee. This applies for all evaluation categories.
Enter the desired information into the Comments field. 15.
Rate the employee on the remaining Competencies by repeating steps 12-14 for each competency.
16.
Scroll down the page.
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Step 17.
Action The Overall Performance section shows your overall rating and the employee's overall rating from his/her self evaluation. This rating is automatically calculated from your Essential Job Function and Competency ratings. In this example, your overall rating is 3.25. Use the Leader's Additional Comments field to add your comments for the overall evaluation. The leader can also attach additional documents to support the rating.
18.
Click the Submit button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
19.
Click the OK button.
20.
Congratulations! You have successfully completed an Individual Employee Evaluation in ePerformance. End of Procedure.
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Conducting a Face-to-Face Evaluation Meeting Navigation: Main Menu > HCM > Manager Dashboard > ePerformance link Purpose: Use this transaction to conduct face-to-face employee evaluation meeting in ePerformance. Step 1.
Action After completing the individual employee evaluation, you are ready to conduct the face-to-face meeting with the employee. Review the information provided on the page.
Step 2.
Step 3.
Action Scroll down the page.
Action Scroll through the Essential Job Functions and Competencies ratings, and discuss your ratings with the employee. Make adjustment to ratings, and update comments when necessary.
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Step 5.
Action Scroll to the bottom of the page.
Action You can add additional comments regarding the employee's overall performance and ratings, as necessary. Enter the desired information into the Leader’s Additional Comments field.
6.
After the face-to-face meeting is completed, click the Complete button.
7.
Congratulations! You have successfully conducted a face-to-face employee evaluation meeting in ePerformance. End of Procedure.
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Leader Sign-Off Navigation: Main Menu > HCM > Manager Dashboard > ePerformance link Purpose: Use this transaction to sign-off on an employee's evaluation in ePerformance.
Step 1.
Action The My Dashboard page appears. Tasks requiring your attention display under My Tasks. Locate the link for the required evaluation sign off. Click the Sign-Off on XXXX's evaluation for 2015 Annual Staff Eval link.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action The Leader Sign-Off is performed after the Employee Sign-Off is completed and submitted. Review the instructions provided on the page. You can also expand the various sections to review additional information.
3.
Step
Scroll down the page.
Action
4.
Click the Leader’s Acknowledgement of Employee Evaluation checkbox.
5.
The Leader's Final Comment field is optional. The leader can provide comments where necessary.
6.
Click the Accept button.
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Action
7.
Click the Ok button.
8.
Congratulations! You have successfully signed-off on an employee evaluation in ePerformance. End of Procedure.
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Managing My Team's Learning Adding/Enrolling Team Members in a Program or Activity Navigation: Main Menu > ELM > Manager Self Service > Learning > Team Learning > Supplemental Learning Purpose: Use this simulation to add/enroll team members in a program or activity in PeopleSoft ELM.
Step 1.
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Action Click the Enroll button to the right of the appropriate learner name.
PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
2.
Review the learning activity details.
3.
Click the Submit Enrollment button.
Step 4.
Action Congratulations! You have successfully added/enrolled a team member in a program or activity in the PeopleSoft MSS. End of Procedure.
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Creating a New Learning Plan Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Team Members Purpose: Use this transaction to create a new learning plan for a direct report in PeopleSoft ELM.
Step 1.
Action The Team Members page appears with your direct reports listed. Locate the employee requiring the new learning plan in the list. Click the Select checkbox to the left of the appropriate employee.
2.
Click the Action drop down.
3.
Select the Learning Plans list item.
4.
Click the Go button.
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Step 5.
Action The Team Member Learning Plans page appears for the selected employee. Click the Create New Learning Plan link.
Step 6.
Action You can name the learning plan. Enter the desired information into the Title field.
7.
Click the Save button.
8.
Congratulations! You have successfully created a new learning plan for a direct report in PeopleSoft ELM. End of Procedure.
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Enrolling from an Employee's Learning Plan Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Team Members Purpose: Use this transaction to enroll an employee into an activity directly from the employee's learning plan in PeopleSoft ELM.
Step 1.
Action The Team Member page appears with your direct reports listed. Scroll through the list to locate the team member requiring enrollment. Click the Select checkbox to the right of the appropriate employee name.
2.
Click the Action drop down.
3.
Select the Learning Plans list item.
4.
Click the Go button.
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Step 5.
Action The Team Member Learning Plans page appears for the selected employee. Locate the learning plan you want associated to the course enrollment. Click the Details link.
Step 6.
Action The Learning Plan Details page appears. Click the Add New Learning to Plan link.
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Step 7.
Action Search for the activities, catalog items, or programs to add to the learning plan by selecting the search category, entering search criteria, and clicking the button. For this example, you will search for all search activities. Click the Search Activities button.
Step 8.
Action A list of all available activities appears. Scroll through the list to locate the activity of interest. Select the appropriate activity by clicking the activity link.
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Step 9.
Action The Activity Details page appears. Review the provided details to ensure that you have the right activity selected. Click the Add To Plan button.
Step 10.
Action Provide a target completion date for the activity. Enter the desired information into the Target Completion field.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 11.
Action Identify the activity as required, if needed. For this example, assume that it is required and click the Required checkbox.
12.
Step
Click the OK button.
Action
13.
The Learning Plan Details page now displays the activity for the learning plan.
14.
Congratulations! You have successfully enrolled an employee into an activity from a learning plan in PeopleSoft ELM. End of Procedure.
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Browsing the Learning Catalog Navigation: Main Menu > ELM > Team Learning > Manager Learning Center > Browse Catalog Purpose: Use this transaction to browse the categories that are associated with PeopleSoft ELM.
Step 1.
Action Use the Browse Catalog page to view the categories that are associated with the BHSF learning environment. The categories are hyperlinks that you can access to drill down to additional details.
2.
When you first access the catalog in browse mode, the system displays a list of defined categories in the BHSF learning environment. You will only see those categories that are associated with a learner group to which you belong.
3.
From the list, locate the category that you want to browse. In this example, click the Non-Healthcare Professionals link.
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Step 4.
Action The Browse Catalog page appears with the related categories displayed. Scroll through the list to locate the one you want to expand. Click the Next link to move to the next page.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 5.
Action To inquire deeper into the catalog, you can click a subcategory to view its list of other subcategories and programs. In this example, click the New Employee link.
Step 6.
Action Use the course title link to navigate to a detailed course description page. Click the appropriate Course Title link.
Step 7.
Action Use the selected course title page to review the course description and scheduling options.
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Action
8.
From this page, you can enroll in the course or add the course to a learning plan.
9.
Use the View Details link to see additional details for the activity. Click the View Details link.
Step 10.
Action Use this page to review all the details for the activity. When your review is complete, you can click one of the page links at the bottom of the page to perform another search, or click the Home link and navigate to another transaction.
11.
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Congratulations! You have successfully completed the Browsing the Learning Catalog simulation in PeopleSoft ELM. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Searching the Learning Catalog Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Search Catalog Purpose: Use this transaction to search the learning catalog in PeopleSoft ELM. Step 1.
Action Use the Search Catalog page to enter search criteria and view the search results. You can search by activities, catalog items, programs, or a combination of all three. The system uses the Verity search engine. The Search Tips link to accesses a page with search tips. Use this feature as needed.
Step 2.
Action For this example, you will search by activity. Enter a key word to search by into the Search the Catalog field.
3.
Click the Search Activities button.
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Step
Action
4.
All catalog components associated with the keyword used in the Search the Catalog field are displayed in the search results.
5.
In this example, the search results retrieved one record. Click the Advanced Search link.
Step 6.
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Action Use the Advanced Search feature for filtering learning activities and programs using multiple selection criteria.
PeopleSoft 9.1 Manager Self Service Reference Guide Step
Action
7.
Click the Type drop down.
8.
Select the appropriate Type list item.
9.
Click the Search button.
Step 10.
Action The search results retrieved 10 records matching your criteria. Locate the item of interest in the results and click the associated link. In this example, click the Promotion Auto Enrollment: (DEM_AE_CI) link.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 11.
Action Use the Promotion Auto Enrollment page to review the course description and scheduling options. You can also enroll in the activity or add the activity to a learning plan from this location. When your search is complete, you can return to the previous page by clicking the link at the bottom of the page, or navigate to another page if needed.
12.
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Congratulations! You have successfully searched the learning catalog in PeopleSoft ELM. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Reviewing Team's Enrollment Programs and Activities Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Manager Learning Center > Team Learning link Purpose: Use this transaction to learn how to look up a team member's enrollment programs and activities for review in PeopleSoft ELM.
Step 1.
Action The Team Member Learning page provides a list of your team members and lists all the programs and activities each member is enrolled in. The Status column shows whether your team member has planned to or enrolled in an activity, requested to enroll, dropped from an activity, or if the team member was denied from a program or activity.
2.
You can use this page to drop a team member from an activity or program. If you click the Drop button, the team member will be dropped and will receive an email notification that they have been dropped.
3.
To access a learner's user profile, click the Learner link for the appropriate individual.
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Step
Action
4.
The User Profile page provides a summary of the selected learner's profile. This data originates in PeopleSoft HRM.
5.
When your review is complete, click the Return to Previous Page link.
Step 6.
Action The Title link provides access to the activity progress. Click the appropriate Title link.
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Step
Action
7.
Review the activity progress, along with the grade, passing status, and additional comments on this page. You can also review the enrollment status here.
8.
To review the activity schedule, click the Schedule link.
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Step 9.
Action Review the activity start and end dates. There are currently no scheduled sessions for this activity. Return to the Progress page by clicking the Activity Name link.
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Step 10.
Action You can review the team member's grades and course attendance. Click the Grades and Attendance link.
Step 11.
Action Review the information in the Activity Syllabus - Grades and Attendance section. For this example, the activity has not yet been attempted. Click the Approvals link.
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Step 12.
Action Review the approval information. For this example, no approval was needed so approval details are not provided. When your review is complete, click the Return to Previous Page link.
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Action
13.
You are returned to the Team Learning page where you can review other team member's learning.
14.
Congratulations! You have successfully reviewed a team member's enrollment programs and activities in PeopleSoft ELM. End of Procedure.
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Reviewing Your Team's Activities Progress Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Manager Learning Center > Team Learning link Purpose: Use this transaction to review your team's activities progress in PeopleSoft ELM.
Step 1.
Action The Team Learning page appears with the activities listed for your team members. Activities can have a status of enrolled, dropped, in progress, planned, and denied. To review activity progress, click the appropriate Team Learning Title link.
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Step
Action
2.
Review the Activity Progress Summary for the selected activity.
3.
Congratulations! You have successfully reviewed your team's activities progress in PeopleSoft ELM. End of Procedure.
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Reviewing Team's Schedule for Current Learning Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Team Learning Purpose: Use this simulation to review team's schedule for current learning in PeopleSoft ELM.
Step 1.
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Action
To review an activity schedule, click the appropriate Team Learning Title link.
PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Step 3.
Action Click the Schedule link.
Action Review the current learning under Schedule. You can also click Grades and Attendance, Notes and Attachments links to review details. In this example, there are currently no scheduled sessions for the selected activity.
4.
Congratulations. You have successfully reviewed a direct report’s schedule for current learning in the PeopleSoft System. End of Procedure.
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Adding Supplemental Learning Activities Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Manager Learning Center > Supplemental Learning Purpose: Use this transaction to learn how to add supplemental learning activities to a team member's learning plan in PeopleSoft ELM.
Step
Action
1.
The Supplemental Learning page displays a list of your team members. Use this page to select the team member that you wish to add supplemental learning. After you make your selection, you use this page to add supplemental learning details.
2.
Click the Add button to the right of the appropriate employee name.
Step
Action
3.
To select the supplemental learning type, click the Type drop down.
4.
Select the appropriate Type list item.
5.
Click the Continue button.
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Step
Action
6.
Use the Supplemental Learning Details area to define the components of the supplemental learning. The fields that appear in this area are enabled or disabled based on the supplemental learning type defined in the previous step.
7.
Enter the desired information into the Title field.
8.
Enter the desired information into the Description field.
9.
Click the Status drop down.
10.
Select appropriate Status list item.
11.
Enter the desired information into the Start Date field.
12.
Enter the desired information into the End Date field.
13.
Enter the desired information into the Institution field.
14.
Enter the desired information into the Location field.
15.
Enter the desired information into the Education Units field.
16.
Enter the desired information into the Provided By field.
17.
Enter the desired information into the Supervised By field.
18.
Scroll down the page.
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Step
Action
19.
Click the Save button.
20.
Congratulations! You have successfully added supplemental learning information to a team member's learning plan in PeopleSoft ELM. End of Procedure.
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Viewing Approval Status of Supplemental Request Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Team Learning Purpose: Use this transaction to view the approval status of supplemental learning request in PeopleSoft ELM.
Step 1.
Action To view the approval status of an employee's supplemental learning, click the appropriate activity or program Title link.
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Step 3.
Action Click the Approval Detail link.
Action The workflow approval for the selected program or activity displays at the bottom of the page. In this example, the supplemental learning has been approved.
4.
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Congratulations! You have successfully viewed the approval status of supplemental request in PeopleSoft ELM. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Dropping a Direct Report from Activities/Programs Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Team Learning Purpose: Use this simulation to drop a direct report from an activity or program in the PeopleSoft ELM.
Step 1.
Step 2.
Action To drop a direct report from a learning activity or program, click the Drop button to the right of the appropriate employee name.
Action Click the Drop button.
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Step
Action
3.
Once you have dropped a direct report, the Drop Confirmation page displays.
4.
Congratulations! You have successfully dropped a direct report from an activity or program in PeopleSoft ELM. End of Procedure.
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Approving or Denying a Request for Enrollment Navigation: Main Menu > ELM > Manager Self Service > Team Learning > Manager Learning Center > Team Members Purpose: Use this transaction to approve or deny a team member's request to enroll in an activity or program in PeopleSoft ELM.
Step
Action
1.
The Team Members page displays the Pending Approvals for your viewing and approval or denial.
2.
To approve or deny a team member's request, click the Select checkbox to the left of the appropriate employee name.
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Step 3.
Action In this example, you will approve the selected team member's request. Click the Approve button.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 4.
Action The enrollment for the selected employee has been approved and the Status has been updated to Enrolled. Whether you approve or deny a request, an email notification is sent to the employee informing him/her of your approval or denial.
5.
Congratulations! You have successfully approved a team member's request for enrollment in PeopleSoft ELM. End of Procedure.
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Working with Approvals Approving and Denying a Transaction Navigation: Main Menu > HCM > Worklist > Worklist Purpose: Use this transaction to approve and deny a transaction from the worklist in PeopleSoft Manager Self Service.
Step 1.
Action The worklist contains items that require your attention. In some cases, the items are just notification and require no action from you. In other cases, the items are for your approval and require action from you. To open an item, click the appropriate Item link.
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Step
Action
2.
Review the employee change request. In this example, the request is a salary increase of 5%.
3.
Scroll down the page.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 4.
Action The workflow is displayed at the bottom of the page. Use the Workflow buttons to approve or deny the transaction. In this example, you will approve the transaction.
5.
Step 6.
Step 7.
Click the Approve button.
Action Click the Yes button.
Action Notice that the Approval section displays the status as Approved. Additional approval paths may be required for the item. If this is the case, they will appear below your approval path. Review the additional approval path(s), as needed.
8.
After completing an item, be sure to return to the worklist and click the Mark Worked button for the item. This will remove the item from your worklist.
9.
Congratulations! You have successfully approved a transaction from the worklist in PeopleSoft MSS. End of Procedure.
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PeopleSoft 9.1 Manager Self Service Reference Guide Approving an Expense Report Navigation: Main Menu > HCM > Worklist > Worklist Purpose: Use this transaction to approve an employee's expense report from your Worklist in PeopleSoft Manager Self Service.
Step 1.
Action The Worklist page displays a list of outstanding items requiring your approval. The Link column is used to view the item details. Begin by selecting the link to the expense report you are approving. Alternatively, when you click the link in the email notification you received, you are taken directly to the item to approve.
Step 2.
Action Click the Attachments (1) link.
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Step
Action
3.
To view attached receipts, click the attached File Name link. The selected file will open in a new window.
4.
Review the attached receipt(s). Once you have reviewed, close the document to return to PeopleSoft.
5.
Step 6.
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Click the OK button.
Action Scroll down the page.
PeopleSoft 9.1 Manager Self Service Reference Guide
Step 7.
Action Use the Receipt Verified checkbox to indicate you have confirmed the correct receipt for the related expense. Note: By default, the Approve checkbox is selected for you. Click the Receipt Verified checkbox for all expense lines.
8.
Review the Expense Report Totals and other expense report details. To approve the expense report, click the Approve button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step 9.
Action A confirmation page displays. Accept the confirmation by clicking the OK button.
10.
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Congratulations! You have successfully approved an employee's expense report from your Worklist in PeopleSoft MSS. End of Procedure.
PeopleSoft 9.1 Manager Self Service Reference Guide
Sending Back or Denying an Expense Report Navigation: Main Menu > HCM > Worklist > Worklist Purpose: Use this transaction to return an expense report to the employee for correction, or denying an employee's expense report from your worklist in PeopleSoft Manager Self Service.
Step 1.
Action The Worklist page displays a list of outstanding items requiring your approval. The Link column is used to view the item details. Begin by selecting the link of the expense report to review. Alternatively, when you click the link in the email notification you received, you are taken directly to the item, bypassing the Worklist page.
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PeopleSoft 9.1 Manager Self Service Reference Guide Step 2.
Action First, you must clear the Approve checkbox, which is automatically selected by default. Click the Approve checkbox.
3.
When you reject an expense report you must select the reason. Click the Select reason... drop down.
4.
Click the appropriate Reason list item.
5.
Scroll down the page.
Step 6.
Action You must also provide an explanation for rejecting the expense report. When returning the expense report to the employee for changes, include all required corrections. Enter the desired information into the Comments field.
7.
Use the Send Back option to return the expense report to the employee for changes. With this option the employee resubmits the expense report after entering corrections. Use the Deny option to reject unauthorized or unallowable expenses. The expense report cannot be changed and resubmitted.
8.
In this example, you are requesting the employee attach receipts and resubmit the corrected report. Click the Send Back button.
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PeopleSoft 9.1 Manager Self Service Reference Guide
Step
Action
9.
A confirmation page displays. Acknowledge the confirmation by clicking the OK button.
10.
The Send Back process sends a notification to the employee informing them of the approval send back. The employee can review the details provided by the approver, update the expense report, and resubmit it for processing.
11.
Congratulations! You have successfully sent back or denied an employee's expense report from your worklist in PeopleSoft MSS. End of Procedure.
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