Easily Download All Job Aids for Financial and HR Training & Education

Downloading all the job aids for a course, or a dropdown category:

Handy “all-in-one” PDFs have been added for each course with multiple job aids. Look for this link toward the bottom of each course description or drop-down category. Simply click on the link to begin downloading these materials.

Sample location of a link to download all the job aids for a course

Sample location of a link to download all the job aids for a dropdown category

You can also easily download all of the job aids for Financial and H.R. education and training sections. Look for the link at the top of the tab. Clicking on the link will initiate the download of a .zip file.

Sample location of a link to download all the job aids for the Human Resource Systems tab

HR Stars, Help Desk Staff Participate in Incident Management, Service Training

More than 100 HR Stars and Help Desk staff members recently attended in-depth incident management and customer service training sessions to help prepare for The Upgrade. The training sessions were organized by the Office of Human Resources and the Office of Budget and Finance and were led by Polly Ligon O’Grady of Ready Ink Communications, a training and communications consulting firm.

Susan Diekman (Communications Director, OHR) presents to a room full of attendees.

During The Upgrade Incident Management System and You training, participants reviewed possible questions and participated in a simulation to learn how to analyze and escalate issues that arise. As part of the Managing Issues and Calming Concerns training, those attending reviewed best practices for customer service and communicating in stressful situations. The session included several opportunities for role-playing to practice principles learned.

Participants listen to expert presentations and participate in customer service role-playing.

Feedback from the participants was that the sessions were extremely helpful in their preparations for The Upgrade, as well as for their roles in supporting colleagues across the University.

As part of the training, participants received comprehensive binders with Upgrade information that they can use as a reference, or to share with colleagues. The binders included frequently asked questions and answers, a summary of online training courses available by role, key messages about each HRMS PeopleSoft module, and other information.

Enhanced Support for The Upgrade

To support staff, faculty, and students through the PeopleSoft systems upgrade, we are developing easy-to-use Enhanced Support for existing structures and processes. So, the help contacts you use today are the same ones you will use after The Upgrade.

Here are some essential support groups:

• Advance Teams are “voice on the ground” teams comprised of workplace personnel supporting colleagues throughout The Upgrade.
• The Call Centers / Help Desks team prepares all centers with training and resources for a consistent user experience, ensuring issue tracking and resolution.
• The Training Teams provide educational resources and learning opportunities to support university-wide understanding of how to use the new systems.
• The Communication Teams share information with the University community through an array of channels before, during, and after The Upgrade.
• The Command Center will provide internal support to the call centers and help desks, analyze themes and trends, and will help prioritize issues across the Program.

Since upgrades this big usually have hiccups along the way, these teams are essential as we work through technical glitches, process confusion, and user dissatisfaction. Everyone will need to leverage their skills in flexibility, empathy, and patience!