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Transcript

  • 1. The Worklist Manager
    •   TIPS
    • July 16 th , 2003
  • 2. The Workflow Project
    • The Workflow Project's basic design goals are to:
    • Use existing business applications to the extent possible to meet workflow needs
    • Keep the workflow processes as consistent as possible across business applications
    • Use Authority Manager for defining system identified approvers and FYI recipients
    • Pilot implementation:
    October 2003 Applicant Hire Add Concurrent Job July 21, 2003 Create Position Create Job Requisition
  • 3. The Workflow System
    • Originators
      • Originators enter transaction data into the administrative system and identify the approvers. In the Worklist Manager, they have the power to Recall or Delete transactions while they are pending approval.
    • Approvers
      • Approvers may approve, return, or decline transactions from the Worklist Manager.
    • FYI Recipients
      • FYI recipients receive an email notification that a transaction has occurred.
    • Super-Approvers
      • This is the system's safety valve. Administrative Systems Support has the power to Super-Approve transactions by request. Super-Approval overrides all of the pending approvers on a transaction and fully approves the transaction. FYI recipients still receive their email notification.
  • 4. Email Notification for Approvers and FYI Recipients
  • 5. Scheduled Approvers
    • Approvers with the same role and sequence are treated as a group
    • Only one approver in a group has to approve the transaction for it to be approved for that role
    • A super-approver is added to every transaction
  • 6. System Demonstration – The Approver’s Worklist
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  • 21. Details
    • For more information, go to: http:// hrweb . stanford . edu / hrms
    • -or-
    • Attend a Turing Training Session:
      • Changes to PeopleSoft – July 21 st , 3:30pm
      • The Worklist Manager for Approvers – July 22 nd , 3:30pm
    • Important tips:
    • Don't use your browser's back button.
    • Don't use your browser's refresh button.
    • There are some problems with using Netscape. We recommend using Internet Explorer when using the Worklist Manager.
      • On Windows, use IE 5.5 or 6.0
      • On Macintosh 9.x, use IE 5.1
      • On Macintosh 10.x, use IE 5.2
  • 22. Getting Help
    • Use the Help button in the Worklist Manager
      • Different help topics are displayed depending on the tab you are using
    • Submit a HelpSU ticket
      • For Worklist Manager, use Problem Category: Application - Worklist Manager
    • One-on-One Support
      • Monday-Thursday, 10am to noon
      • Godzilla Training Lab
      • July 21st through August 7th
  • 23. What Questions Do You Have?
  • 24. The Worklist Manager
  • 25. Transaction Summary
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  • 30. The Staging Table The PeopleSoft Database The Staging Table
  • 31. The Staging Table The PeopleSoft Database The Staging Table
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  • 36. Insert email - Harish
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  • 58. Harish/volt email
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  • 63. Dawn email
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  • 68. Eileen email
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  • 72. Allyson email
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