Submitting TDX Request Forms�What TDX Requestors need to know

PEAK Roadshow

2

Meeting Protocols

With an online meeting with a large number of participants, the host will be placing all participants on mute to reduce distractions and interruptions

Given the number of folks in attendance, questions should be submitted via the chat function of Zoom.

Agenda

• Who are the Business Partners
• Types of TDX Request Forms
• Where are the forms located
• Completing a Request Form Demo
• Existing Training Resources
• Sandbox Access

Learning Objectives

Introducing our Business Partners

Shared Services

Staffing Operations

Data Management

Talent Acquisition

Staffing Operations

Role of Staffing Operations

Role of Staffing Operations

Workforce Data Management

Role of Workforce Data Management

• Update PeopleSoft to modify or end active and suspended job records
• Job data
• Position management
• Additional pay
• Modify a person
• Contract/tenure
• Suspend/recall
• Phased retirements
• Sabbaticals, professional development

Role of Workforce Data Management

Role of Talent Acquisition (TA)

What TA does Support:

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• Recruitment for:
• Labor Represented
• Civil Service
• P&A non-teaching

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What TA does not support:

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• Recruitment for:
• Faculty
• P&A Teaching
• Scheduling Interviews

What is full cycle recruiting?

• The goal
• To ensure a smooth experience for both candidates and hiring managers
• Maintain consistency through the hiring process

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• Your assigned Talent Acquisition Specialist or Consultant will handle every stage of hiring:
• From initial job design and job description
• To the offer management stage

Intake Meetings include

Talent Acquisition will

Responsibilities

Talent Acquisition

• Review and screen applications
• Prescreen applicants
• Conduct phone screens
• Provide regular check-in meetings
• Offer interview support
• Offer management

College/Unit Hiring Manager

• Fills open and approved positions
• Defines the role
• Collaborates with the TA Team
• Participates in the interviews
• Determines members of the search committee
• Makes the hiring decision
• Extends the offer to the finalist

What does this look like

• Requestor is anyone who is submitting the TDX Request form
• Supervisors, managers, faculty, administrators, or HR Staff
• TDX request for hiring, terminating, or changing appointments

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• Receives and reviews TDX Tickets
• Completes the task in PeopleSoft or Recruiting Solutions
• Will partner with other departments as needed such as Talent Acquisition, Comp and Class, or others.

• Full cycle recruiting from intake to extending an offer
• Labor Represented, Civil Service and P&A (non-teaching)
• Schedules intake meeting with college/unit

Requestors

Staffing Operations/ | Data Management

Talent Acquisition

Where do the TDX forms live?

Open HR Service Requests

Types of TDX Forms

• Background Check (Outside of new hire process)
• End Appointment (including retirement and layoffs)
• Hire (Post a Position and Hire an Employee)
• Mass Changes (large volume -10+ - of common transactions)
• Modify Appointment (position, job, compensations changes)
• Payroll Accounting
• Person of Interest (add, maintain, or inactivate)
• Reclassification
• Suspended Employee (update to Suspended or inactive employee)

TDX Form Landing Page

• Each TDX Form has a landing page.
• On a TDX form landing page you will see:
• Purpose of the form and the associated requests
• What you need to Get Started
• Any related resources for the request

When Completing a TDX Form

1. Start at the top of the form and don’t skip fields
2. Make sure to click all gold buttons
3. Fields will pre-populate based on information from a previous field
4. Select dropdown arrows to see all options
5. Help text is available:

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1. Use additional information box, when necessary (do not add any personal identifiable information )
2. Required fields are indicated by the |

Demo #1

Post a Position

• Manager needs to create a new position in their Administrative Department.
• This is a full-time, Civil Service position using job code Admin Associate 2 (8208A2).
• Manager has received the required approvals within their campus/college/unit from their unit HR and finance department (if applicable).
• The Post a Position TDX may now be completed and submitted.

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Demo #2

Modify Appointment

• A faculty employee is approved for a payment equal to 2 weeks salary for professional activities outside of the employee’s regular job duties (e.g. additional instruction)
• The activity will not put the employee over 100% time (Earnings Code = ART)
• The pay will applied to the next pay period and is funded differently from the employee’s regular earnings.
• You want to include someone from finance as a contact for this financial request and you have the chartstring information
• The Modify Appointment TDX may now be completed and submitted.

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PEAK Training Resources on the OHR site

Where to find: hr.umn.edu > OHR >HR Community > HR PEAK > HR PEAK Training

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Who are these training resources for? Resources can be found for College and Unit TDX Requesters and TDX Approvers.

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PEAK Training Resources: 3 Sources

TDX Requestor Resources

• How-to walk-through videos
• Modify and End an Appointment videos
• Standardized guidelines
• Spreadsheets for mass changes
• Talent Acquisition process
• Post a Position and Hire an Employee videos
• FAQ
• TDX form completion resources
• HRMS Glossary of Terms
• Guidance on which form to use

TDX Approver Resources

• How-to training videos
• How to access the Technician portal

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General Resources

• Tips by process
• How to find HR TDX forms

PEAK Training Resources - Spotlight

• Spotlight of helpful resources
• HR Service Request End-to-End Workflow
• HR TDX Orientation for Requestors and Approvers
• Form Guidance Spreadsheet
• Glossary of HRMS Terms for TDX Requestors
• Still to come:
• TDX Ticket Management for TDX Requestors
• Additional how-to videos to complete specific TDX forms

Practice in the TDX Sandbox

• Look for an email with a link to what we call the TDX Sandbox. This is a training environment that looks just like the real TDX form environment but is a safe place to make mistakes and practice. Not available 10/18.
• We will provide some real-world example scenarios that you can use to practice submitting TDX forms in the sandbox environment.
• Note: If you did not complete the Roadshow Registration form, please add your UMN email and First and Last Name into the chat now.

Q&A

• Experts will answer questions related to TDX, TDX forms, or the Shared Services Team.

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If you have a question not related to TDX you will want to reach out to your colleges Transition Team or HR Leadership. Questions outside of the TDX scope will be captured and added to the Roadshow Question Log.