信息安全管理协议书title课件

CustomizingPeopleSoftHR7 5SalaryAdministrationatNorthwesternUniversity Session1010BridgetHeneghan NoelGacetaMarch19 2001 Agenda Whycustomize ProjectoverviewSystemwalkthroughTechnicalissuesFunctionalissuesLessonslearnedFutureenhancementsQ A WhyCustomizeSalAdmin CommercialProductAdditionalfunctionalityneededBusinessrequirementsGroupemployeesbeyondcompanyanddepartmentcodesMeritIncrease ReappointmentandPromotionCurrentinformationwithnightlyupdatesfromJobandPosition NUCustomizations NorthwesternonCommercialProductofPeopleSoftCustomizedproducttomeetUniversityneedsAdditionalpanels NWJobDataandNWPositionData NWJobData NWPositionData Objectives Staff MeritIncreasesGroupemployeesbeyonddepartmentcodesFaculty MeritIncreasesReappointmentPromotionMultipleAppointments BytheNumbers Functional 50userstrainedondataentryRecordsprocessedthroughSalaryAdmin 4 428Meritincreases394Reappointments75PromotionsTimeFramePlanning 1monthDevelopment 8months BytheNumbers Technical 9Newpanels7Onlineeditreports SQR 1BatchUpdateSQR3DataLoadSQRS Agenda WhycustomizeProjectoverviewSystemwalkthroughTechnicalissuesFunctionalissuesLessonslearnedFutureenhancementsQ A SalAdminProjectOverview PlanningDevelopmentDataEntryDataLoad PlanningOverview MeetingswithdepartmentalusersFunctionaldecisionmakingSalaryPlansSalAdminUnits SAU ManualSpreadsheetsDataloadTechnicalandfunctionaldesignspecifications Development Overview NewtablesNewpaneldesignPanelsecuritySearchrecordsGridsDatarefresh realtimeandbatchSQRdevelopmentTesting DataEntry Overview Who SchoolperformedDataEntryCompensationandProvostApprovedHRISreviewedandLoadedDataWhat AnnualMeritIncreaseProcessWhen MaythroughSeptember2000 DataLoad Overview PreLoad QueriesandEditreportswerecreatedtoverifythedatathatwasenteredbyusers Load Meritincreases reappointments andpromotiondatainsertedrowsontotheJobtable PostLoad QueriesandEditreportswereruntocheckdata Agenda WhycustomizeProjectoverviewSystemwalkthroughTechnicalissuesFunctionalissuesLessonslearnedFutureenhancementsQ A SalAdminSystemWalkthrough MenunavigationSetuppanelsMeritIncreasePanelsbyEmployeeMeritIncreasePanelsbySAUReappointmentPromotionLoadprocess MenuNavigation Go AdministerWorkforce NWPlanSalaries Use Setup Report SalaryPlanSetup MonthlyEmployees FACFacultyLIBLibrariansEXSExemptStaffITSITStaff HourlyEmployees UPDUniversityPoliceNEXNonExemptStaffTMPTemporariesCWSWorkStudies SalaryPlangroupsemployeeswhoareeligibleforincreasesatthesametimeandthesamepayfrequency SalaryPlanSetup FAC SalaryGradeSetup SalaryGradesareassignedtoeachjobcode SalaryGradeSetup NWSalaryPlanControlSetup PanelwasclonedandcustomizedfromPSSalaryAdminPanelcontrolstheemployeeswhoareeligibleforameritincreasebasedonthehiredatePanelcontrolstheeffectivedateoftheincreasesforeachSalaryPlanPanelalsocontrolsthepercentageincreaseforeachSalaryPlan NWSalaryPlanControlSetup PercentageIncreases NewTable PS NW SAL PLAN CTLStoressalaryplanpercentageincreases NWSalEmployeeTable Storesmeritincrease reappointmentandpromotiondataUpdatedrealtimeandovernightDatacomesfromPERSONAL DATA JOB etc viaPS EMPLOYEES SalaryAdministrationUnits SAUisa6digitcodeusedtogroupemployeesforSalaryPlanningprocess SAUisakeyfieldontheSalaryPlanningTableandPanelsSchoolswereallowedtoassignanexistingdepartmentcodeastheirSAU MeritbyEmployeePanels Panelcanbeusedtodataentermeritincreases reappointmentandpromotionforanemployeeDisplayspositionandjobinformationabouttheemployeeDisplayfieldsaredynamicandupdateifsomethingchangesonPositionandJob MeritbyEmployee Staff MeritbyEmployee Faculty SecurityIssues PanelSecuritySecurityClassessetupforaccesstopanelsSecurityadministratorresponsibleforchangingaccessfromupdatetoreadonlyRowLevelSecurityImplementedsearchviewsUserslimitedtodatabasedondepartment SearchViews SearchViewCreation Example NW EMP FAC SRCH DataConditions SecuritybasedonSAU Example PanelBeforeEntry Example PanelAfterSave MeritbySAU PanelsdisplayallemployeesineitherStaff NEX EXS orFacultyplansDatadisplayedingridformatfacilitatingmassdataentryGridworkssimilartoanExcelspreadsheetallowingsortonanyfieldAllowsuserstoenterMeritApproval Evaluation PctIncrorIncrandExtIncr MeritbySAU Staff MeritbySAU Faculty Grids Allaboutgrids WorklikeaspreadsheetResizecolumnsReordercolumnsSortdatarowsUsedforhighvolumedataentry Scrollingrightrevealsmorecolumns somedataenterable somedisplayonly somecalculated somerelateddisplay allutilizedduringdataentry SAUChangePanel Createdtodelete add orchangeanemployee sSAUDisplaysallrecordsforemployeeswithmultiplerecordsUserscanonlypullupemployeesforwhomtheyhavedepartmentalaccessPanelwillupdatetheSAUonNWPositionDataincorrectionmodeonanightlybasis SAUChangePanel ReappointmentPanel PanelusedtoextendappointmentenddatesOnlyusedforFacultyandLibrariansthisyearAllowsuserstoenteranindefiniteenddateordefiniteenddateReappointmentloadisdonebeforetheothertwoloads FacultyReappointment PromotionPanel PanelusedtoenternewjobcodesandnewcomprateforPromotionsOnlyforFacultyandLibrariansPanelisinagridformatwithallemployeeswithinanSAUNewJobCodesareenteredherebutmanuallyenteredontoPositionpanels FacultyPromotion MultipleAppointment Panelisusedtoviewfacultymember scurrentsalariesfromappointmentsinotherdepartmentscontrolUsersmayviewappointmentsforanindividualaslongastheyhavesecurityaccesstoatleastoneoftheappointments AssiststheusersindeterminingthePctFullTimeandAnnualBenefitsRatefortheemployee MultipleAppointment Faculty Pre LoadSQRs EditSQRs NWPAY099 CapturesemployeeswhosenewSalaryislessthantheoldsalaryNWPAY097 ChecksemployeeswhoarestillatPendingStatusbeforetheloadNWPAY098 CapturesemployeeswhoarestillonleaveofabsenceNWPAY096 CapturesemployeeswhoarestillatSchoolApprovedStatusbeforetheloadBatchSQRsNWPER08A SQR updatesNW Sal EmployeeonanightlybasisforanychangesonJoborPosition Pre LoadQueries Queriesof AlldataentryforMeritIncreases Reappointments orPromotionsforagivenSAU s Employeeswithcurrentappointmentslessthan9 1 2000EmployeeswhodonothavemeritincreaseenteredEmployeeswhodonothavemeritincreasewithanAdministrativeApproval LoadProcess LoadSQRs Reappointment NCMP06BMeritIncrease NCMP06APromotion NCMP06CLoadSQRswereruninsuccessionforeachSalaryPlan FAC ACS LIB EXS ITS NEXAction ReasonwrittentoJOBforeachLoadReappointment DTA REAMeritIncrease PAY MERPromotion PAY SAJ LoadProcess SQRLogicalFlow JobDataafterLoad SequenceNumber0 NewJobCodeforthePromotion JobDataafterLoad SequenceNumber1 AppointmentEnddateextended JobDataafterLoad SequenceNumber2 NewratesloadedtoJOB JobDataafterLoad SequenceNumber3 NewrateafterPromotionload PostLoad RanqueriesandeditreportstoverifynewdatawasloadedtoJobVerifyemployeeswerebroughttotheminimumfortheirgradeRanMonthlyandBiweeklypayrollstoensurenewratesareusedRanpayrollbatchjobs Agenda WhycustomizeProcessoverviewSystemwalkthroughTechnicalissuesFunctionalissuesLessonslearnedFutureenhancementsQ A LessonsLearned WhatWorked EaseofdataentryReal time