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HR Action Request The Ohio State University OAA HR Service Center

HR Action Request The Ohio State University OAA HR Service Center

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Page 1: HR Action Request The Ohio State University OAA HR Service Center

HR Action Request

The Ohio State UniversityOAA HR Service Center

Page 2: HR Action Request The Ohio State University OAA 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.

Page 3: HR Action Request The Ohio State University OAA HR Service Center

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

Page 4: HR Action Request The Ohio State University OAA 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

Page 5: HR Action Request The Ohio State University OAA HR Service Center

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.

Page 6: HR Action Request The Ohio State University OAA HR Service Center

The Ohio State UniversityOAA HR SERVICE CENTER

Step 1. Log in

Log-in:

hraction.osu.eduYou will sign in using your name.#

Page 7: HR Action Request The Ohio State University OAA HR Service Center

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.

Page 8: HR Action Request The Ohio State University OAA HR Service Center

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)

Page 9: HR Action Request The Ohio State University OAA HR Service Center

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.

Page 10: HR Action Request The Ohio State University OAA HR Service Center

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

Page 11: HR Action Request The Ohio State University OAA HR Service Center

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.

Page 12: HR Action Request The Ohio State University OAA HR Service Center

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

Page 13: HR Action Request The Ohio State University OAA HR Service Center

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

Page 14: HR Action Request The Ohio State University OAA HR Service Center

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

Page 15: HR Action Request The Ohio State University OAA HR Service Center

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

Page 16: HR Action Request The Ohio State University OAA HR Service Center

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