Ask the Experts: HR PeopleSoft December 17, 2020

We are recording this session.

Topics• Timeline Review• New Concepts

• Position Management• Preauthorization• Attachments required

• Terms, Resignations, Retirements, Preauthorizations

• Training and Resources• How to Get Help

Timeline• 12/18: Norman Time Entry PPE 12/18• 12/19: HSC Time Entry PPE 12/19• 12/23 (12pm)-12/29: Old system unavailable• 12/23: Payday – Norman Monthly• 12/30: PPP spreadsheet deadline at HSC• 12/30: New system available• 12/31: Payday – Biweekly• 1/4 (12pm): ePAF approval deadline - HSC & Norman Biweekly

• Time entry?• 1/12 (12pm): ePAF approval deadline - Norman Monthly• 1/15: Biweekly Payday• 1/29: Payday for Norman Monthly

Employee Self-Service• Not available 12pm, 12/23-12/29• Download paycheck statements now if needed• All paycheck statements will be available in new system 12/30

What is position management?• Review the training

Definitions• Position Control: authority to make personnel action

(refill, new positions, etc.) = Preauthorization process• Position Management: HR PeopleSoft module that

connects job attributes to position numbers

Components

Company (Paid from Norman or HSC)1

Job Code2

Department3

Reports To4

Standard Working Hours

Position Funding Commitments6

Position

Each instance

of a Positionmust have

the followingelements:

Position Amount/Budgeted Amount7

Attributes attached to PositionsPosition Components

5

What is the new preauthorization form?• Freeze form is retiring for staff positions• Combines freeze form, job description, and ePAF• Transition period

When are attachments required?• Preauthorization• Some Add Pays• Resignations, Retirements, & Terminations• Optional on all forms

What is new with Termination, Resignation, & Retirement Actions?• Terminations/Resignations: Involuntary vs. Voluntary• Documents required for many actions• Resignation and retirement letters required• Termination notices required• For Norman, new way to show rehire status

https://ou.edu/CompassProject

• A web site with information about the project is available at: ou.edu/compassproject

• Questions can be sent to compassquestions@ou.edu.

More Information