Smart personnel action forms

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Smart Personnel Action Forms

www.smarterp.com


For a Best-in-Class Enterprise

Security, Compliance & Approvals

Enterprise Integration

Automate & Streamline Business Processes

Transactional Analytics & Business Intelligence

Enhance Productivity, Paperless Processing

Rich User Experience


Business Challenges Personnel action Forms are entered manually using various printed forms. The printed form is then physically routed to various individuals in different departments for signature and approval; finally the data is manually entered into PeopleSoft by an HR administrator. The process is manually intensive, sequential in nature, prone to error and delays, and ultimately costly due to lost productivity.

Outdated Processes

Too Much Paper Work / Duplicate Efforts

Time Consuming

Manual Processes

Poor User Experience


Our Solution Smart Personnel Actions Forms solution streamlines the entire process by automating and simplifying the activities required for completing and approving Personnel Action Forms. The solution delivers paperless processing of personnel actions and enables users to process personnel actions rapidly, with electronic approvals providing a complete audit trail that enhances visibility, accountability and timeliness. Electronic Personnel Action Forms solution allows non-technical business users to create, deploy, and manage great-looking and highly functional forms without needing programming or design skills. Solution allows organizations to create electronic forms that support Data Capture, Approval Routing, Data Update, Auditing, and Reporting. The data captured can be subjected through various validations to ensure that each organization’s unique business policies are enforced.


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CHANGE/ENTER EMPLYEE JOB/COMPENSATION INFO SUBMIT TO WORKFLOW

PERSONAL DATA

PAF’S IN PROGESS

AUDIT

Auditor


Simplified Data Entry Electronic Personnel Action Forms provide simplified data entry pages that ensure better accuracy through validation and a one-time data input that updates the PeopleSoft system after approvals have been completed. Paper forms are eliminated as transactions are created and completed through automated on-line processing that leverages existing PeopleSoft data security along with role-based Electronic Personnel Action Forms security.

Personnel Action Categories: Category

Category Description of Employee ersonnel Actions

Examples of Personnel Action Transactions

Change

Data Change-related personnel actions for an existing employee

Demotion, Pay Rate Change, Promotion, Data Changes (status, position, etc.)

Discipline

Discipline-related personnel actions for an existing employee

Suspension, Reinstatement, Data Changes ( working suspension, penalty, etc.)

Hire`

The hiring of a new employee or the rehire of a former employee

Hire and Rehire

Leave

Leave-related personnel actions for an employee

Leave of Absence, Return from Leave, Seasonal Leaves, etc.

Terminate

Termination-related personnel actions for an employee

Retirement, Resignation, Terminated with Pay

Transfer

The transfer of an employee between Departments/Agencies

Transfer between Departments/Agencies


Automated Approval Routing Approval Routing for Electronic Personnel Action Forms occur on-line with automated e-mail notifications that follow the business rules of the organization. The Approval Routing is configurable and flexible, allowing for exceptions in business practices and the inclusion of ad-hoc approvers or reviewers, as needed. Date/Time stamps are visible and the current status of the transaction is available at each step of the approval process.

Features:

Supported Process:

• • • • • • • •

• • • • •

E-verify integration Bi-Directional integrations to 3rd party service providers Document Management Data encryption Initiator Actions Approver /Reviewer Actions Auditor Actions Administrator Actions

Personnel Action Forms Manager Self Service Rules Based Electronic Approval Automated Update Employee Information Electronic Record Retention/Audit Trail

Benefits: • • • • • • • • • • • • •

Eliminate costly pre-printed forms Simplified and Streamlined Personnel Action Processes Seamless Integration to PeopleSoft functionalities Enhanced and Simplified Contemporary User Interfaces Robust Business Process Management Including Managing Step-by-Step Processing Electronic Workflow Approval: Configurable, Rules-Based, Automatic Routing, Electronic Record Retention and Audit Trail E-Verify Integration Eliminates redundant data entry and thousands of paper forms Deliver documents electronically to reduce postage costs and handling time Streamline document and process approvals Improve the physical security over critical business documents Improve disaster recovery readiness for critical business documents Comply with regulatory, legal, & fiscal initiatives


Testimonials “Countywide, departments and HR process approximately 5,400 PAF per year . . . staff estimates a 300% ROI for this project in its first full year”

Solano County Department of HR,

Call 925 271 0200 or sales@smarterp.com

Platinum Partner

©2013 Smart ERP Solutions, Inc.All rights are reserved.


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