PeopleSoft 9.1 Upgrade is Right Around the Corner!

Harvard is in the process of upgrading the PeopleSoft Human Resources/Payroll system, with system changes scheduled to take effect in April 2012. Major enhancements are being made to time reporting and approval functionality and business processes. You can take a 5-minute online tour of the changes: Quick Tour for Time Reporters, Quick Tour for Time Approvers, and Quick Tour for Time Adjusters/Administrators. You can also learn more in the PeopleSoft 9.1 Upgrade FAQs.

What is New?

  • Changes for Time Reporters:
    1. To prepare for this change, as of February 5th, all overtime-eligible employees must report the time they work each week in PeopleSoft.
    2. Please note that if time is entered on behalf of an employee by a time-keeper, this process did not change.
  • Changes for Time Approvers:
    1. When the upgrade goes live in April, Time Approvers will be required to approve all reported time on a weekly basis in PeopleSoft.

The upgrade will provide "one-stop shopping" for those who report both time and absences online. On one screen, Time Reporters will be able to:

• Report time worked • View absence requests
• Review the approval status of time reported • Request an absence
• View a summary of reported time • View absence balances

Improvements for Time Approvers include:

• Time and Absences can be approved on the same page (they are not currently integrated) • Reported Time Summary shows time reported, the employee's schedule, and any deviations
• Approvers can approve time anytime during the week (not just Mondays)
• Information can be sorted to easily identify employees with no reported time • Time can be Pushed Back to a Time Reporter with comments

Will there be Training?

Training is now available for these communities:

Time Reporters

As a Time Reporter, you must complete a 20-minute online course in the Eureka Learning Management system. This online course is available as of March 19, and must be completed prior to the go-live date of April 23. You can access this course by going directly to:

Work Instructions:

A detailed work instruction along with common time reporting examples can be found here:

Quick Reference:

And a 2-page go-live Quick Reference that includes a summary of the key changes can be found here:

Time Approvers

As a Time Approver, you must complete one 30-minute online course in the Eureka Learning Management system. This online course is available as of March 19, and must be completed prior to the go-live date of April 23. You can access this course by going directly to:

WebEx and/or Hands-on Lab (if needed):

If, after completing the online course, you would like additional training, you may register for a WebEx (webinar) entitled Time Approver 9.1 (WebEx), course number: WBX111, or a hands-on lab entitled Time Approver 9.1, course number: HRS111.

Registering for WebEx and Hands-On Lab Classes

You can sign-up now for these classes by going to PeopleSoft and navigating to Self Service > Learning and Development > Request Training Enrollment. Once at the search screen, do the following:

  1. Select Search by Course Number.
  2. In the search screen, enter CWD in the Category field.
  3. In the course number field, enter WBX111 for the WebEx or HRS111 for the lab.
  4. Click Search.
  5. Click View Available Sessions and select a session
    1. If you are from the SPH, HMS and HSDM area, look for session at the Longwood Medical Area.
    2. If you are from HBS, look for sessions at 70 N Harvard St, Shad Hall.

Work Instructions:

A detailed work instruction on the new 9.1 approval process can be found here:

Quick Reference:

And a 3-page go-live Quick Reference that includes a summary of the key changes can be found here:

Note: If you are both a Time Reporter and an Approver, you are expected to take both the Time Reporter and Time Approver trainings.

Time Adjuster or Administrator

As a Time Adjuster or Time Administrator, you must complete a 30-minute online course in the Eureka Learning Management system. This online course is available as of March 19, and must be completed prior to the go-live date of April 23. You can access this course by going directly to:

WebEx and/or Hands-on Lab (if needed):

If, after completing the online course, you would like additional training, you may register for a WebEx (webinar) entitled Time Adj/Admin 9.1 (WebEx), course number: WBX121, or a hands-on lab entitled Time Adj/Admin 9.1, course number: HRS121.

Registering for WebEx and Hands-On Lab Classes

You can sign-up now for these classes by going to PeopleSoft and navigating to Self Service > Learning and Development > Request Training Enrollment. Once at the search screen, do the following:

  1. Select Search by Course Number.
  2. In the search screen, enter CWD in the Category field.
  3. In the course number field, enter WBX121 for the WebEx or HRS121 for the lab.
  4. Click Search.
  5. Click View Available Sessions and select a session
    1. If you are from the SPH, HMS and HSDM area, look for session at the Longwood Medical Area.
    2. If you are from HBS, look for sessions at 70 N Harvard St, Shad Hall.

Work Instructions:

A detailed work instruction on the new 9.1 approval process can be found here:

Quick Reference:

And a 4-page go-live Quick Reference that includes a summary of the key changes can be found here:

Note: If you are a Time Reporter and a Time Adjuster and/or Administrator, you are expected to take both the Time Reporter and Time Adjuster/Administrator trainings.

All of PeopleSoft's Self Service documentation will be available in Eureka on April 16, 2012.

Please send your questions/feedback to the project email box at peoplesoftupgrade@harvard.edu, and you will receive a response within three business days.

Tag: PeopleSoft

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