List of resources for Managers

Please choose which type of information you would like to view:

eProcurement and Services Procurement

Human Resources

• Manager Self Service - instructions for promotions, terminations and headcount transfers, as well as changing full or part time status, reporting supervisor, salary, or location

• Bonus Administration - information regarding bonus allocation, recommendations, and viewing bonus summary by department

• Performance Management - forms, guidelines and resources for Performance Management

• Other - information regarding changing or creating a department, HRDB security access, approving competencies, accessing the Termination Toolkit, etc.

Lotus Notes

Time, Expense and Travel Authorizations

Training

Created by the PeopleSoft Knowledge Management Team.
Copyright© 2004 All rights reserved.
Created: jw 09/23/2003
Revised: jw 07/30/2004

eProcurement and Services Procurement

1. 17205 — Approving requisitions with eProcurement

2. 18147 — Entering a new requisition for Services (Hiring a contractor)

For more information on eProcurement and Services Procurement, see the List of documents on Eureka. For information pertaining to contingent workers, see the List of documents on Eureka.

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Human Resources

Manager Self Service:

Note: Manager Self Service (MSS) tasks and actions can be performed by the current reporting manager; the affected employee must be in the manager's current supervisor roll-up structure.

1. 17057 — How promote an employee

2. 17058 — How to change full time or part time status

3. 17062 — How to change reporting Manager

4. 17055 — How to initiate a transfer of headcount from one department to another by employee using Manager Self Service

5. 17061 — How to initiate an off cycle salary change for an employee using Manager Self Service

6. 17056 — How to initiate a termination for an employee using Manager Self Service

7. 17059 — How to initiate a location change for an employee using Manager Self Service

8. 17060 — How to view an employee's compensation and job change history

9. 17065 — How to view an employee's general information (ie - birthday, anniversary, phone, address, etc)

Bonus Administration:

1. 17068 — How to initiate bonus recommendations for an employee

2. 17067 — How to allocate bonus funds on a department level

3. 17069 — How to view bonus funding and allocation by department

Performance Management:

1. Performance Management overview (http://planetx.peoplesoft.com/employee_resources/hr/perf_mgmt/index.html)

2. Performance Management forms (http://planetx.peoplesoft.com/employee_resources/hr/perf_mgmt/forms.html)

Other:

1. 17063 — How to initiate a change to details of a department (e.g., department description, location, etc)

2. 17064 — How to initiate a request to have a new department created

3. 17066 — What levels of HRDB security levels exist

4. 17042 — How to initiate a request for manager level security access to HRDB

5. 15212 — How to approve Competencies submitted by an employee (PGS only)

6. 19028 — How to use the Manager Dashboard within PlanetPeopleSoft

7. 18500 — How to access the Termination Toolkit

8. 18161 — Converting a contingent worker to an FTE

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Lotus Notes

1. 16213 — How Managers are added to the Managers distribution lists in Lotus Notes

For more information on Lotus Notes, see the List of documents on Eureka.

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Time, Expense and Travel Authorization

1. 17263 — How to review a Time Report

2. 17271 — How to run a query for Time Reports

3. 17272 — How to review time reports for direct report employees

4. 17227 — How to approve, deny or hold an Expense Report

5. 17229 — How to approve, deny or hold a Travel Authorization

For more information on Time, Expense and Travel Authorizations, see the List of documents on Eureka.

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Training

1. 18261 — How to check an employee's training status

2. 18139 — How to view a direct report's EdWeb Training History

3. 18038 — How to register yourself or a direct report for training courses

For more information on Training, see the List of documents on Eureka.

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