peoplesoft經(jīng)理培訓(xùn)peoplesoft training_pda_mgr

1、2024年3月21日,XXX Presentation / author,1,PeopleSoft End User Training PDAfor Manager,XXX Shenzhen Aug. 2006,2024年3月21日,XXX Presentation / author,2,Content,ObjectivesPDA Process,2024年3月21日,XXX Presentation / author,3,

2、Objectives,After this training, you will be able to:Understand the work flow of XXX PDA in PeopleSoft;How to perform PDA in PeopleSoft system;,2024年3月21日,XXX Presentation / author,4,Work Flow –Objectives Setting,Init

3、iate PDA review,HR,Set up goals,Employee,Review & Approve,1st Line Manager,,,,Beginning of a year or on new hire or being transferred,Launch PDA interim review,Amend goals if necessary,,Amend goals if necessa

4、ry,Communicate with Manager,In middle of a year,,2024年3月21日,XXX Presentation / author,5,Establish PDA in PeopleSoft,Path: Home > Self Service > Employee > Tasks > XXX

5、PDA History,,1,Select PDA History Data from List,2024年3月21日,XXX Presentation / author,6,Establish PDA in PeopleSoft,Total Wight must be equal to 100,,2,Set up Objectives,Click “+”/“-” to add or delete goal;,,Tips: how to

6、 edit your PDA after submission?1.Ask your manager to deny your PDA;2.Ask HR to resume your edit right when your objectives need to be updated;,2024年3月21日,XXX Presentation / author,7,Establish PDA in PeopleSoft,,Sequen

7、ceNo of Development Plan,,,3,Set up Development Plan,,Save only,,Submit & Save,,2024年3月21日,XXX Presentation / author,8,You will receive the notifications after employees submit their PDA as below:,Click the linkage

8、to log in PeopleSoft,,1ST Line Manager Approve Objectives,2024年3月21日,XXX Presentation / author,9,Path: Home > Self Service > Manager > Tasks > PDA Review by Group,1,Se

9、lect Group from List,,2,Search & Select Employee in Group,Click the button to get the group members,,,,,Click the button to enter in the detail page,,1ST Line Manager Approve Objectives,2024年3月21日,XXX Presentation /

10、author,10,1ST Line Manager Approve Objectives,3,Approve or Deny Employee’s Objectives,You can edit employee’s input,,,,Click ‘Approve’ to fix the objectives, or click ‘Deny’ to request employee’s modification.,2024年3月21日

11、,XXX Presentation / author,11,Work Flow – Performance Appraisal,Employee,Self Rating,1st Line Manager,HR Manager,Review, Comment, Approve,Review, Comment , Approve,2nd Line Manager,Review, Comment, Approve,,,,,,,In yeare

12、nd,2024年3月21日,XXX Presentation / author,12,Employee Self Evaluation,Path: Home > Self Service > Employee > Tasks > XXX PDA History,1,Fill out Evaluation Score,Key in E

13、valuation Score,,,,,,,Click the button after fill out the evaluation score,2024年3月21日,XXX Presentation / author,13,Employee Self Evaluation,2,Self Evaluation for Development Plan & Others,,,Submit self evaluation res

14、ult to manager,2024年3月21日,XXX Presentation / author,14,1st Line Manager Rate PDA,Path: Home > Self Service > Manager > Tasks > PDA Review by Group,1,Select Group from

15、List,,2,Search & Select Employee in Group,Click the button to get the group members,,,,,Click the button to enter in the detail page,,2024年3月21日,XXX Presentation / author,15,1st Line Manager Rate PDA,,,,3,Revise Eval

16、uation Score Rated by Employee Self,Revise Rating,,,2024年3月21日,XXX Presentation / author,16,1st Line Manager Rate PDA,4,Submit to 2nd Line Manager,When all PDA rated, send email to 2nd Line Manager,,2024年3月21日,XXX Presen

17、tation / author,17,2nd Line Manager Approve or Deny PDA Rating,Path: Home > Self Service > Manager > Tasks > PDA Review by Group,1,Select Group from List,,2,Search Emp

18、loyees in Group,Click the button to get the group members,,,,,Click the button to view the details,,2024年3月21日,XXX Presentation / author,18,2nd Line Manager Approve or Deny PDA Rating,,,,,3,Approve or Deny,2024年3月21日,XXX

19、 Presentation / author,19,PDA Status Overview,Action,Status,Next Step,HR Initialise PDA record,0 - Initialised,Employee Create PDA Goal,Employee Save PDA Goal,1 - Goal Saved,Employee Submit PDA Goal,Employee Submit PDA G

20、oal,2 - Goal Submitted,1st Line Manager Approve PDA Goal,1st Line Manager Approve PDA Goal,3 - Goal Approved,Employee Self Rating,Employee Self Rating,4 - PDA Rated,Employee Submit Self Rating,Employee Submit PDA Self Ra

21、ting,5 - Rate Submitted,1st Line Manager Approve PDA Rating,1st Line Manager Approve PDA Rating,6 - Rate Partially Appr,2nd Line Manager Approve PDA Rating,2nd Line Manager Approve PDA Rating,7 - Rate Approved,HR Manager

22、 Approve PDA Rating,HR Manager Approve PDA Rating,8 - Closed,Finish and employees can print out PDA pages,2024年3月21日,XXX Presentation / author,20,Q&A,,2024年3月21日,XXX Presentation / author,21,Thank you!,2024年3月21日,XXX