Upload
edward-gaines
View
220
Download
2
Embed Size (px)
Citation preview
HR Action Request
The Ohio State UniversityOAA HR Service Center
The Ohio State UniversityOAA HR Service Center
What is HRA?
HR Action Request (HRA)• Web-based application used to request and
track approval of all human resource actions.
What HRA Can Do
Person Actions:• Hire• Terminate• Pay Additional Compensation• Change Rate of Pay• Change Funding Source• Change Number of Hours Worked Per Week• Update Job Duties/Responsibilities• Change Other Employee Data
Position Actions:• Fill Existing Position• Create New Position
The Ohio State UniversityOAA HR SERVICE CENTER
The Ohio State UniversityOAA HR SERVICE CENTER
Process
Supervisor submits request
Approver(s) review/request more
information/add another approval
level
Approved request sent to Service Center
for action
Benefits:• Ease of use• Transparency • Automatic records retention• University-wide • Custom application
The Ohio State UniversityOAA HR SERVICE CENTER
Process
How do I create an HRA?
The following slides demonstrate the process of a basic HRA using the example of hiring an employee.
The Ohio State UniversityOAA HR SERVICE CENTER
Step 1. Log in
Log-in:
hraction.osu.eduYou will sign in using your name.#
The Ohio State UniversityOAA HR SERVICE CENTER
Step 2. Select the action you would like to complete
Your information, as the supervisor, will default into these fields.
Mouse over actions for additional details. Select the appropriate action, then click next.
Step 3. Identify Hire
• If hire is new to the university enter their name
• If hire is not new (current or former employee or student) check the box provided
• If employee ID# is known, enter it and other current information will populate
• If ID# is not known, use Lookup function (see next slide)
The Ohio State UniversityOAA HR SERVICE CENTER
To Look up an employee:
• To find the affected employee, use the ‘Lookup’ function. You can search by any of the listed fields.
Step 4. Provide details for request
• Enter information known information for the change
• The only fields that are required are indicated by a red asterisk (*)
• Certain fields (ex supervisor ID and home dept.) default based on supervisor, but can be overridden
• Approvers can provide additional information later
• Any details that are not requested on the form can be entered into the Additional Information field
Step 5: Save, Review and Submit
Click submit when you have confirmed the information entered is correct
Choose to continue or save for later
• Hire Request saved, but will NOT be submitted until you click the “Submit” button below.
The Ohio State UniversityOAA HR SERVICE CENTER
Step 6: Request will enter workflow• Request will flow through the approvals as set up by unit• Additional approvers can be added as ad-hoc for special
situations• Once the request has been through all approvals, it will
flow to the Service Center for processing
The Ohio State UniversityOAA HR SERVICE CENTER
To impact multiple employees:
• If you are making a change for more than one employee, check the box above the name field indicating multiple employees instead of creating a separate HRA for each person
• At this point, there are no longer any fields that are required• Upload a spreadsheet as an attachment with the necessary details for the
request
The Ohio State UniversityOAA HR SERVICE CENTER
To attach documentation:
• Supplemental documentation and additional forms can be uploaded as attachments
• Click add and select the appropriate documents • A description can be added to provide information about the attachment
The Ohio State UniversityOAA HR SERVICE CENTER
To send notification:
• A notification can be sent just like an email directly from the HRA system• The option to send a notification will be on your confirmation screen once
the request has been submitted• Notifications can be sent has the HRA# in the subject line of the email and
will link the recipient directly to the request• You can save commonly used contacts as favorites in the system
What Happens Next?
The Ohio State UniversityOAA HR SERVICE CENTER
•Once the HRA has made it through the approval process the Service Center will enter the appropriate changes into PeopleSoft•To check the status of your HRA, you can use the Search function to see where it falls in the process•You can search by many parameters including:• Request #• Employee Name/ID#• Home Department #• Request Status