business process document hu leads human capital ... job opening.pdf · hu leads human capital...

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Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill) Last changed on: 5/8/2008 9:08 AM Page 1 Department All Departments Responsibility/Role File Name Create a Job Opening (Request to Fill)_BUSPROC_0 Version 0 Document Generation Date 5/8/2008 Date Modified 5/8/2008 Last Changed by MBarkley Status Final-Approved Create a Job Opening (Request to Fill) Concept Job Aid and Business Process Warning: Do not allow a New Hire or Reappointment to begin work prior to the start date set or approved by the Department of Employment. Purpose There are a series of steps required to create a Job Opening. Creating an existing Job Opening occurs after you have located the position number. Creating a Job Opening will allow a Recruiter to efficiently post the position for external and/or internal application. Remember - You must have the position number in order to begin this process. If you have questions about how to obtain a position number, please see the UPK Lesson titled View Position Information. The approval process also includes the following: 1. Recruiters should use and encourage others to use the attachments and comments sections as much as possible to communicate information about the positions. Assumptions ¬ Compensation Department has set up the position in PeopleSoft. ¬ You have a funded position, as set up in PeopleSoft by the Budget Office. ¬ You have the position number. ¬ You have a copy of the position description to refer to when inputting information. ¬ You agree with the title and grade that are attached to the position.

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Page 1: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

Page 1

Department All Departments

Responsibility/Role

File Name Create a Job Opening (Request to Fill)_BUSPROC_0

Version 0

Document Generation Date 5/8/2008

Date Modified 5/8/2008

Last Changed by MBarkley

Status Final-Approved

Create a Job Opening (Request to Fill) Concept Job Aid and Business Process

Warning: Do not allow a New Hire or Reappointment to begin work prior to the start date set or approved by the Department of Employment. Purpose There are a series of steps required to create a Job Opening. Creating an existing Job Opening occurs after you have located the position number. Creating a Job Opening will allow a Recruiter to efficiently post the position for external and/or internal application. Remember - You must have the position number in order to begin this process. If you have questions about how to obtain a position number, please see the UPK Lesson titled View Position Information. The approval process also includes the following: 1. Recruiters should use and encourage others to use the attachments and comments sections as much as possible to communicate information about the positions. Assumptions ¬ Compensation Department has set up the position in PeopleSoft. ¬ You have a funded position, as set up in PeopleSoft by the Budget Office. ¬ You have the position number. ¬ You have a copy of the position description to refer to when inputting information. ¬ You agree with the title and grade that are attached to the position.

Page 2: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

Page 2 Last changed on: 5/8/2008 9:08 AM

¬ You agree with the budgeted salary amount that is attached to the position as a “not to exceed” amount. ¬ You are in consultation with the Recruiter during the entire job opening process. Including discussion about the applicant you wish to offer the position. If you have any questions, contact the Recruiter for your department. Responsibility/Role ¬ Managers, Recruiters Flow Chart The following diagram describes the high level steps in the Howard Hiring Process.

Page 3: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

Page 3

Additional Information None

Page 4: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

Page 4 Last changed on: 5/8/2008 9:08 AM

Procedure In order to create a job opening for an existing position, a manager must know the PeopleSoft position number assigned to that positions. See the topic "View Position Information" for the steps to locate that information. Once the position number is known, the manager may create a job opening to hire an employee. Creating the job opening will streamline the information to the Recruiter can efficiently post the position for external and/or internal review. Let's create a Job Opening. Make sure you have the position number available before you start. Home > Recruiting and Reappoint > Create Job Opening/Reappoint

Step Action

1. Click the Recruiting and Reappoint link.

Page 5: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

Page 5

Step Action

2. Click the Create Job Opening/Reappoint link.

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Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

Page 6 Last changed on: 5/8/2008 9:08 AM

Step Action

3. Enter the desired information into the Position Number field. Enter "00000058". 4. Press [Tab] to move out of the Position Number field. 5. Basic information about this position is displayed. Verify that this is the position you

want. Click the Continue button.

6. The Job Opening - Job Information page will display.

Verify that the following information is correct: Date Opened, Target Openings, Available Openings and Position Number. Notice that there are several links showing. Each represents a page of the Job Opening, and you will use two more in this process: Salary/Staffing and Hiring Team.

Page 7: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

Page 7

Step Action

7. More information, and input fields, are farther down the page. Press the left mouse button over the scrollbar and drag the mouse down until you can see the rest of the page.

8. Enter the desired information into the Desired Start Date field. Enter "02/01/2008". 9. Now you need to identify the Recruiter for this job opening.

Click the button to the right of the Recruitment Contact field.

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Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

Page 8 Last changed on: 5/8/2008 9:08 AM

Step Action

10. A list of Recruiters will be displayed. NOTE: When creating a new job opening, it is important that you select a RECRUITING item from this list, rather than a Reappointment item. Click the Recruiting - Andrea Wray list item.

Page 9: Business Process Document HU LEADS Human Capital ... Job Opening.pdf · HU LEADS Human Capital Management Training: Create a Job ... HU LEADS Human Capital Management Training:

Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

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Step Action

11. Skip the section labeled Employee Being Reappointed to Position. That is not used for this process. Click the Salary/Staffing link.

12. In the Begin Date field, enter "02/01/2008". 13. Use the End Date field if this is a temporary position or if there is an ending date.

For this exercise, enter "11/30/2008".

14. NOTE: The Job Opening Salary cannot exceed the Budgeted Salary Amount. If the Budgeted Salary Amount is zero, you must contact the Budget Department before proceeding.

15. Enter the desired information into the Job Opening Salary field. Enter "32000". 16. Press [Tab] to leave this input field. 17. Click the Hiring Team link.

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Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

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Step Action 18. Recruiting activities are handled by a Team with a Primary Recruiter and a backup.

You will need to "attach" the Team here. Click the Add Team to Recruiters button.

Step Action

19. Select the Team by clicking on the checkbox for the Recruiter you selected as the Recruiting Contact. Click the Select box for Andrea Wray.

20. Click the OK button.

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Business Process DocumentHU LEADS Human Capital Management Training:

Create a Job Opening (Request to Fill)

Last changed on: 5/8/2008 9:08 AM

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Step Action

21. Andrea Wray is the Primary member of this Team. Click the Primary checkbox.

22. The Hiring Manager is the starting point of the approvals routing. Both the Job

Opening (Request to Fill) and the Job Offer (Personnel Recommendation) will be routed to the supervisor of the Hiring Manager entered here. The supervisor is defined as the position to which the Hiring Manager's position reports." Click the Name Lookup button.

23. For this example, the hiring manager is H Wemyss.

Click on H Wemyss in the Name column.

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Business Process Document HU LEADS Human Capital Management Training: Create a Job Opening (Request to Fill)

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Step Action 24. You can also specify one or more additional Interviewers for this Job Opening. An

Interviewer can only be somoeone in a position that is above the position being filled. Click the Name Lookup button to see a list of potential interviewers.

25. View the Search Results list.

Click on Mary Yeoman in the Name column.

26. You have completed this request for a Job Opening.

Click the Save & Submit button.

27. All Approvers will be notified via e-mail or a Worklist prompt that they need to

review and approve this Request. 28. Use the right-hand vertical scrollbar to move back to the top of the page. 29. Click the Home link.

30. Congratulations! You have completed the Create a Job Opening process.

End of Procedure.