Document number: 17064

 

The Create New Department function allows Corporate Controllers or International FP&A to create new departments using Department Change Application within Human Resources Self-Service. Department requests usually originate from the finance division, however there are times when Managers or HR Business Partners identify a need for a new department. In that case, the Controller needs to be notified.

Follow these steps to create a new Department:

1. Log on to Planet PeopleSoft.  For more information, see Eureka! Document 15270 — How to log on to Planet PeopleSoft.

2. Locate Planet Navigator on the left hand side of your Planet page.

3. Click Applications to see a list of available applications. Access to the applications listed is role based. If you do not have access to the applications that you need, submit a NorthStar ticket.

4. Click Human Resources Self-Service (HRMS).

5. Select Administer Workforce > Administer Department Change > Use > Request New Department.

6. In the Effective Date field, enter the date the new department is effective. You can type the date into the date field using the mm/dd/yyyy format, or use the calendar icon to the right of the field.

7. Use the Description field to enter the new department name.

8. Enter the two digit Location code. To use the search function to find this information, click on the search icon.

9. Enter the Manager ID for the new department. To use the search function to find this information, click on the search icon.

10. The Roll Up Department is the department that the new department will roll up to in the organization. This should correspond with the organizational tree placement. To use the search function to find this information, click on the search icon.

11. If you wish to make additional notes, use the Comments box. If you have a suggested department ID to be used, include that suggestion here.

12. If there is an existing department that will roll up to the new department, it should be listed in the Departments which will roll up to new Department section. To use the search function to find this information, click on the search icon.

    To add more than on roll up department, use the plus sign button to the right of the Department ID box.

13. Verify that the information is correct and click Submit.

14. You will be asked if this request is ready to submit for processing. Click Yes.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: jel 02/05/2001
Revised: jw 07/28/2003
Reviewed: 10/21/2004