hcm navigation guide · peoplesoft hcm 4. mobile navigation • the upper menu is for sign out •...

22
PeopleSoft HCM Navigation Guide 2020 1

Upload: others

Post on 02-May-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

PeopleSoft HCM Navigation Guide

2020

1

Page 2: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

General Navigation• HCM Employee Self Service & Manager Self Service

2

Page 3: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

General Navigation

• Page Menu• Employee Self Service• Manager Self Service

3

Page 4: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

General Navigation• Navigation Area

• Home Icon returns to Financials Home Page

• Use the Navigation Area drop down menu to Sign out of PeopleSoft HCM

4

Page 5: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

Mobile Navigation• The Upper Menu is for Sign Out

• The side icon expands the menu to show complete options available to users

5

Page 6: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

Self Service OverviewSelf Service HCM Tasks Tile Guide Page

Approve E‐Recruit related activities Non Time Approvals

8

Enter and Update Time CWRU Timesheet 9

View and Apply for Jobs Careers 10

View Wellness Info & Tobacco Attestation Form Wellness 11

Setup or Change RAVE Alerts Rave Alerts 12

View Paycheck or W2 Payroll 13

Setup Direct Deposit Payroll 13

Update Directory Address CWRU Directory 14

Update Address, Phone or Emergency Contacts Personal Details 15

View Benefit Information Benefit Details 16

Create a Job Opening, Interview Calendar Recruiting 17

6

Page 7: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

Manager Self Service OverviewManager Service HCM Tasks Tile Guide Page

Approve Time CWRU Time Approval

19

Do a Payroll Payment Request Payment Request

20

Setup Salary Distribution for an individual SalaryAdministration

21

Create a Salary Adjustment SalaryAdministration

22

Run a Report Manager Reports

23

7

Page 8: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Non Time Approvals

• E‐Recruit Approvals

8

Page 9: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Case Time Sheet

9

Page 10: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Careers

10

Page 11: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Wellness

• Tobacco Attestation Form• Wellness Summary• Wellness Program Participation

11

Page 12: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Rave Alerts

12

Page 13: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Payroll

• Paychecks• Direct Deposit• Compensation History• View W2• Charity Choice• Vacation Donation

13

Page 14: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• CW Directory

14

Page 15: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Personal Details

• Addresses• Contact Details• Ethnic Groups• Emergency Contacts• Additional Information• Disability• Veteran Status

15

Page 16: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Benefits Details

• Life Events• Dependent• Benefits Enrollment

16

Page 17: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Recruiting

• Search Jobs• Create Job Openings• Interview Calendar

17

Page 18: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview

Manager Self Service

18

Page 19: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Time Approval

19

Page 20: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Payment Request

20

Page 21: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Salary Administration

• Salary Distribution• Salary Adjustment• Time & Labor Adjustments• Summer Salary

21

Page 22: HCM Navigation Guide · PeopleSoft HCM 4. Mobile Navigation • The Upper Menu is for Sign Out • The side icon expands the menu to show complete options ... Setup Salary Distribution

HCM Overview• Manager Reports

• Case Directory Adddress• Time Entry Report• Manager time Entry History• Department Security Entry• Salary Distribution Report• Salary Analysis by Dept• Salary Analysis by Employee

22