HRMS Usability eDocs Project

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University Human Resource Services
September, 2008
 New “look and feel” but functionality has not changed
 “Look and feel” is very similar to the EPIC system
 80% of HRMS eDocs system users are also EPIC
system users, so we’re hopeful for a relatively smooth
transition period
 Two big changes:
 Tabbed format
 Side-by-side, before-and-after views
Hire Employee eDoc
Step 1
Enter University ID and “Search”
Hire Employee eDoc
Step 2
Begin eDoc by clicking on the link in the “Actions” column
Hire Employee eDoc
Step 3
Enter Effective Date and Position Number and “Continue”
Hire Employee eDoc
Step 4
Determine appropriate status of Primary Job field and “Continue”
Hire Employee eDoc
Step 5
Enter Standard Hours and Compensation Rate and “Continue”
Hire Employee eDoc
Step 6
Enter Voucher Code and “Add Accounting Line”
Then enter account info and “Submit”
Hire Employee eDoc
Step 7
Maintain Pay Rate eDoc
Step 1
Enter University ID and “Search”
Maintain Pay Rate eDoc
Step 2
Begin eDoc by clicking on the link in the “Actions” column
Maintain Pay Rate eDoc
Step 3
Enter Effective Date and “Continue”
Maintain Pay Rate eDoc
Step 4
Choose Action Reason from pull-down and “Continue”
Note: The system highlights in yellow the changes that have been made.
Maintain Pay Rate eDoc
Step 5
Insert new Compensation Rate & Calc Annual Rate and “Continue”
Maintain Pay Rate eDoc
Step 6
Enter new Account and “Submit”
Maintain Pay Rate eDoc
Step 7
Approver View
Timeline
 “Power users” are currently testing the Person,
Position, and Employee Activities eDocs.
 Additional Pay eDocs are scheduled to be released to
them on September 29th.
 “Roll out” of the new system targeted for Monday,
October 27th. It will be “rolled out” to regional
campuses first, followed by the Bloomington campus
and then the IUPUI campus.
Training
 Overview document available to all HRMS eDocs users
this week
 Just-in-time training available a couple of weeks prior
to “roll-out”
 Breeze sessions for regional campuses
 Large in-person overview sessions at BL and IUPUI
 Smaller in-person sessions for individuals unable to
attend previous sessions or who need additional
training
 SOS (System Online Support) – updated shortly after
“roll-out” of new eDocs system
 Other…
Questions???
Michele Neary
mahuckst@indiana.edu
(812) 855-4120
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