Background

During presentation of 9.2 functionality to the Benefits Workgroup, the Workforce Job Summary page was reviewed as an alternative to the baseline customization that presents job related information for benefits staff. The group felt that it presented historical job data in an easier to review format.

Issue

Analyzing job data is a time consuming task often requiring a review of historical rows of job data which have to be paged through one at a time. Delivered functionality may not be known to all campuses/staff that could benefit from the information provided on the Workforce Job Summary page.

Analysis

This delivered page provides a view of job data in a quick summary of important details for current and historic work records. Job data is displayed in a grid with rows for each effective date and columns of relevant job fields.

Navigation: Workforce Administration >Job Information >Review Job Information >Workforce Job Summary

• Data is displayed by Employee ID and Empl Record Number
• Tabs separate data in the same manner as Job pages
• Tabs can be expanded to view all data
• Data can be exported

Recommendations

Update HR and/or Benefit security role/permission list to allow access to the Workforce Job Summary page. Campuses can review the page / functionality to determine applicability in their current processes.

Considerations

Using department security, search results present the same employee list that staff would have access to in other areas of the database. Security access may need to be granted via a new role or permission for staff to view the page.

Component information for campus security/technical staff to provide update role/permission if necessary:

• Menu: ADMINISTER_WORKFORCE_(GBL)
• Component and Page: WF_JOB_SUMMARY 

Cross-Functional Impacts (Positive / Negative)

• Benefits Administration: While this is a workforce administration menu item, it would have positive impact to Benefits staff by providing a summary view into the history of job data transactions for a specific employee.
• Labor Cost Distribution: N/A
• Workforce Administration: N/A
• Time & Labor: N/A
• Absence Management: N/A
• Temp Faculty: N/A
• Recruiting: N/A

CHANGE IMPACT

To be filled out by BSA (from Change Impact Tracking log):

The following items will be answered / addressed by Change Management:

1. Areas of potential change resistance to proposed HR process / policy changes?

   This is a “nice to have” on 9.0 that would roll out in 9.2. No resistance foreseen from the user teams as it benefits them, providing a convenient filtered view in table, can download and sort easily. Security team at each campus may potentially resist, depending on different security requirements they each have, but if provided good lead time and communication on ‘why’ from CO, potential issues can be mitigated.

2. Potential resource needs in order to plan, engage, prepare, and/or deploy the change?

   Expected 4 hours for Security setup.

3. Associated costs relative to the scope of the change to requirements requested?

   No associated cost, only time commitment to do the configuration.

4. Training needs or if a straightforward change?

   This is a simple straightforward change to configure view only that has no training needs. The main requirement for successful implementation would be to provide good communication of the navigation to all end users.

5. Implication on any other related process / functions?

   None; it’s providing new accessing pages.

REVISION CONTROL

Revision History

Review/Approval History

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