UAT Key Concepts Session HCM Position Management December 13, 2021
Use this link to the HCM/HR Core Canvas Course to access the WebEx recording link. WebEx link located in Additional Resources section of Canvas Course.
ctcLink Reference Center
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Topics
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Manage Positions 9
- Viewing Position Data Summary
- Viewing Vacant Budgeted Positions Information
- 9.2 Add A New Employment Instance
- 9.2 Transferring an Employee to a New Position
- Viewing Position History
- 9.2 Transferring a Position to a New Location
- 9.2 Reclassifying a Position with a New Job Code
- 9.2 Position Management - Fluid (New, Clone, & Updates)
- 9.2 Position Request Approval Process in Fluid
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Manage Profiles - Tracking Employee Competencies 1
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Administer Workforce - Entering Additional Data in HR Records 8
- 9.2 Searching for a Social Security Number
- 9.2 Adding Disability & Accommodation Information
- Adding/Updating Additional Names
- 9.2 Entering Emergency Contact Information
- 9.2 Creating/Maintaining U.S. and Foreign Citizenship Credentials
- 9.2 Adding Driver's License Information
- Entering Bank Account Information
- 9.2 Entering Immunization and Health Information on Behalf of Employee
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Administer Workforce - Updating a Person and Job Information 12
- 9.2 Entering Multiple Actions
- 9.2 Entering Rehires
- 9.2 Entering Terminations and Retirements
- Tracking Leaves of Absence
- 9.2 Entering Deaths
- 9.2 Entering Departmental Transfers
- 9.2 Entering a Promotion
- 9.2 Guided Self Service Requests Approval - HR
- 9.2 Entering an FTE Change
- 9.2 Entering Union Membership (WFSE and WPEA Classified Unions Only)
- Updating Permanent and Non-permanent Employees (Classified Hourly)
- Creation of a New Employment Instance versus Existing Job Data Record Update
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Administer Workforce - Managing Compensation 6
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HR Core - Other 35
- 9.2 Add a New Employee Person Record and Job Instance
- 9.2 Add Tenure Information
- 9.2 Automated Step Increment
- 9.2 Creating a Checklist
- 9.2 Creating/Updating a Job Code
- 9.2 Creating a Supervisor ID Mass Update
- 9.2 Creating New Departments
- 9.2 CTC Job Data Overview
- Dates on Retirement Pages
- 9.2 FMLA Submission and Processing in ctcLink
- 9.2 Job Effective Dated Row Insert (Short Work Break)
- Legacy to PeopleSoft HCM Crosswalk of Terms
- 9.2 Managing a Person's Profile
- 9.2 Modifying a Birthdate
- 9.2 Modifying a Person
- 9.2 Run a Search Match
- 9.2 Reverse Job Effective Dated Row
- 9.2 Reversing a Supervisor ID Mass Update
- 9.2 Running HCM Reports
- 9.2 Termination (Offboarding) Checklist Details
- 9.2 Tracking Prior Work Experience
- Tracking Retirement Fields
- Uploading a Combo Code Spreadsheet
- 9.2 Viewing an Employee's Job History
- Viewing an Employee Multiple Job Summary
- 9.2 Adding a New Employee and a Job Instance w/Volunteer
- 9.2 Entering an FTE Change
- Viewing Position History
- Viewing Vacant Budgeted Positions Information
- 9.2 Personnel Actions History Report
- 9.2 HCM Employee Class Code Crosswalk
- Viewing Position Data Summary
- 9.2 Entering Deaths
- Tracking Leaves of Absence
- 9.2 Entering Departmental Transfers
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Web Ex Recording 1
Colors and button shapes may appear differently in QRGs compared to the live PeopleSoft environment, but functionality has not been affected by the PeopleTools 8.59 upgrade. Please refer to the Fundamentals section of the Reference Center for images of several current system pages.
QRGs are intended to provide a quick walk-through for college staff performing a business process in ctcLink and do not necessarily provide a comprehensive explanation of all possible scenarios. Updates to Reference Center materials are made continuously, so please check back frequently for the most current information.
Other Resources
Welcome to ctcLink (Start Here!)
- Intro to ctcLink
- Fundamentals
- Crosswalks & Glossaries
- ctcLink Service Desk/Ticketing System
Resources
- 25Live (Software)
- Commonly Used Reports and Processes
- Data Services
- Governance
- ctcLink Enhancement Requests
- Implementation Project Archived Materials
- Legacy Access
- Local Configuration Guides
- Megamation (Software)
- Navigation Paths
- PeopleSoft Security
- PMO - Project Information
- Testing (Current & Project Archive)
- Training Videos
9.2 Campus Solutions
- 9.2 CS - Academic Structure
- 9.2 CS - Academic Advisement
- 9.2 CS - Admissions
- CS Business Process Maps (Flow Charts)
- 9.2 CS - Campus Community
- 9.2 CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- 9.2 CS Fundamentals
- 9.2 CS - Curriculum Management
- Mobile (HCX)
- 9.2 CS - Student Records
- 9.2 CS - Campus Solutions Resources
9.2 Finance
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- 9.2 FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- 9.2 FIN - Treasury - Cash Management
- 9.2 FIN - Closing Periods and Years Procedures
- FIN - Delegations
- 9.2 FIN - Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Projects/Contracts
- FIN - Project Costing
- 9.2 FIN - Purchasing
- 9.2 FIN - Finance Overview Videos
- 9.2 FIN - Finance Resources
- FIN - PBCS (Planning Budgeting Cloud Services)
- FIN Business Process Maps (Flow Charts)
9.2 Financial Aid
- 9.2 FA - Budgets
- 9.2 FA - Disbursement
- 9.2 FA - Financial Aid Business Process Guides
- 9.2 FA - Financial Aid Term
- 9.2 FA - ISIR Processing
- 9.2 FA - Loans
- 9.2 FA - Managing 3Cs
- 9.2 FA - Packaging and Awards
- 9.2 FA - SAP
- 9.2 FA - Service Indicators/User Edit Messages
- 9.2 FA - Student Access
- 9.2 FA - User Set Up
- 9.2 FA - Return to Title IV
- 9.2 FA - Viewing Financial Aid Pages
- 9.2 FA - Federal and State Reporting
- 9.2 FA - COD Reporting
- 9.2 FA - Reconciliation & Reporting
- 9.2 FA - Financial Aid Resources
9.2 Human Capital Management
- 9.2 HCM - Absence Management
- 9.2 HCM - Benefits
- 9.2 HCM - FWL (Faculty Workload)
- HCM Business Process Maps (Flow Charts)
- 9.2 HCM - HR Core
- 9.2 HCM - Payroll
- 9.2 HCM - TAM (Talent Acquisition Management)
- 9.2 HCM - Time & Labor
- 9.2 HCM - Human Capital Management Resources
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