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HRMS eDocs Usability Project

HRMS eDocs Usability Project. University Human Resource Services September, 2008. New “look and feel” but functionality has not changed “Look and feel” is very similar to the EPIC system

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HRMS eDocs Usability Project

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  1. HRMS eDocs Usability Project University Human Resource Services September, 2008

  2. New “look and feel” but functionality has not changed • “Look and feel” is very similar to the EPIC system • 80% of HRMS eDocs system users are also EPIC system users, so we’re hopeful for a relatively smooth transition period • Two big changes: • Tabbed format • Side-by-side, before-and-after views

  3. Hire Employee eDocStep 1Enter University ID and “Search”

  4. Hire Employee eDocStep 2Begin eDoc by clicking on the link in the “Actions” column

  5. Hire Employee eDocStep 3Enter Effective Date and Position Number and “Continue”

  6. Hire Employee eDocStep 4Determine appropriate status of Primary Job field and “Continue”

  7. Hire Employee eDocStep 5Enter Standard Hours and Compensation Rate and “Continue”

  8. Hire Employee eDocStep 6Enter Voucher Code and “Add Accounting Line”Then enter account info and “Submit”

  9. Hire Employee eDocStep 7

  10. Maintain Pay Rate eDocStep 1Enter University ID and “Search”

  11. Maintain Pay Rate eDocStep 2Begin eDoc by clicking on the link in the “Actions” column

  12. Maintain Pay Rate eDocStep 3Enter Effective Date and “Continue”

  13. Maintain Pay Rate eDocStep 4Choose Action Reason from pull-down and “Continue”Note: The system highlights in yellow the changes that have been made.

  14. Maintain Pay Rate eDocStep 5Insert new Compensation Rate & Calc Annual Rate and “Continue”

  15. Maintain Pay Rate eDocStep 6Enter new Account and “Submit”

  16. Maintain Pay Rate eDocStep 7

  17. Approver View

  18. Timeline • “Power users” are currently testing the Person, Position, and Employee Activities eDocs. • Additional Pay eDocs are scheduled to be released to them on September 29th. • “Roll out” of the new system targeted for Monday, October 27th. It will be “rolled out” to regional campuses first, followed by the Bloomington campus and then the IUPUI campus.

  19. Training • Overview document available to all HRMS eDocs users this week • Just-in-time training available a couple of weeks prior to “roll-out” • Breeze sessions for regional campuses • Large in-person overview sessions at BL and IUPUI • Smaller in-person sessions for individuals unable to attend previous sessions or who need additional training • SOS (System Online Support) – updated shortly after “roll-out” of new eDocs system • Other…

  20. Questions??? Michele Neary mahuckst@indiana.edu (812) 855-4120

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