Goal: Suport the OASIS Project by implementing PeopleSoft
Task: Complete HCM training material in support of the go-live dates in July
Criteria: Training materials both in-person and on-line as planned are available in June to support go-live schedule.
Progress: Meets: Li completed all materials assigned to him.
ESS
Setup training
MSS developed instructor-led and online material
Simulations
PowerPoint of the MSS presentation
Employee Reference guide
quick start guide
Position Management
Developed training material
Delived training classes
Task: Prepare materials for Faculty as they start to use the system for grades and rosters in August
Criteria: Training materials in various media are available for faculty use
Progress: Meets: Li completed all materials assigned to him.
FacultyCenter/ roster contact
Setup training
Academic Status Report
Task: ASU provides usable systems to its customers. Your work contributes to this by learning more about PS accessibility options
Criteria: ASU developed interfaces are accessible and you have participated in system testing
Progress: Meets: Li participated in learning the functionality of the faculty center. In the next six months, Li should actively participate in testing for updates and fixes, and be part of the planning and production for updates of materials and communication.
FacultyCenter or Admissions , EPM?
Goal: Form a support organization that can successfully run the PeopleSoft software and maintain it.
Task:Prepare material for self-instruction and self-help. Built vehicles for each access of this information.
Criteria: General users of the sytem, students, staff and faculty can easily reference information to support them as they do their job.
Progress: Meets: Li has developed materials for system users.
HCM Job Aids/ FAQs
OASIS training curiiculum
Task:Develop a sustaining training curriculum with the training team so that staff changes are addressed with adequate support.
Criteria: Immediate or periodic training is available to users of the system.
Criteria: You work with a network of functional experts to provide training support.
Progress: Meets: Li has developed material as requested. In the next 6 months, Li will concentrate on Admissions, Gportal and EPM.
Task:Participate in the 1st and 2nd tier support and training activities.
CriteriaYou contribute to the quick response to customer questions.
Progress: Meets: Li willingly participated in the HCM and 1st tier help desk phone answering when the need was presented.
Goal: Complete Knowledge Transfer activity from the consultants
Task:Support functional teams as they transition informal processes to more formal Business Process Guides or job-aids.
Criteria: Documentation of business processes is aligned with training and job aids.
Progress: Meets: Li has developed materials for faculty center. In the next six months, Li should update the materials for admissions, gportal and EPM.
Admissions:
Grad- Admissions Gportal
Undergrad- Admissions General User
EPM:
Intro to Datawarehouse/Hyperion tool
Task:Assess whether UPK, on-line help or performance support options will work in place of Peoplebooks.
Criteria: Team members know how to find information for themselves.
Progress: May require Coaching: No progress has been made on this to date because the organization has not been ready to set direction. In the next 6 months Li (and Martha and Paul) must actively participate in knowledge management discussions, which includes elements for use in the “help” feature of PeopleSoft.
Task:UTO develops training plan for its staff
Criteria: The training team provides logistical support for this training effort to train UTO staff.
Progress: Meets: Li is supporting the updating of the SA TRN environment. In the next six months, Li should finish the document that outlines what must be done before, during and after updates to the SA TRN environment. Li must also manage the Admissions, Gportal and EPM curriculum – including discussion with Paul the scheduling of classes, monitoring the classes and evaluating the classes and updating materials as needed.
Goal: Make EPM a success
Task: Prepare training materials for EPM and for associated data
Facilitate training sessions offered by others
Consult with EPM team about strategies for wide user training
Criteria:Users throughout the institution have access to EPM and
Progress: Meets:In the next six months, Li must deliver an introductory and intermeidate class for EPM users, and facilitate its delivery at all campuses.
No intermedate class.
Intro to Datawarehouse/Hyperion tool
Task:As requested prepared information related to the roll-out of the dashboards.
Criteria: Dashboard communication occurs.
Progress: This task has not been assigned to Li
Goal: Mentor peers in the PeopleSoft system, ASU processes and data
Task:Participate in team activities to share knowledge
Criteria: You are an active participant, sharing your expertise
Progress: Meets
Goal: Learn PeopleSoft in the context of your job
Task: Optimize UPK or Captivate in the development cycle.
Criteria: You can consult with business teams to use Captivate UPK in support of their work.
Progress: Meets:
Helping Financal Aid using UPK and setup blackboard course
Task: Learn one area of PeopleSoft so that you can participate in future needs assessment activities and develop a training plan for that module.
Criteria: You have developed a training plan and executed the plan for one area of PeopleSoft. Areas of growth include CRM, EPM, self-service, HCM
Progress: May require Coaching: No training plan has been developed to date. In the next 6 months, Li should develop a training plan, review with Paul and execute to it.
Goal: Grow Professionally
Task:Continue to master tools of trade.
Criteria:You can apply educational technology tools better and produce greater quality deliverables.
Progress: Meets: Li shows great taste in producing training materials. His simulations and graphics are very, very good!
Task: Provide monthly updates on progress to supervisor.
Criteria: Tasks completed illustrate an improving mastery of PeopleSoft functions, instructional design and publishing technology.
Progress: May require Coaching: Li has not submitted a progress report in the last six months. There was not a clear expectation of this as the team transitioned to its new structure. In the next six months, Li should submit monthly progress reports.
Task: Demontrate an outstanding Work Ethic
Criteria: Be in attendance during agreed upon hours. Only use ASU resources for ASU business, actively look for and volunteer for areas to improve communication and support of ASU’s use of PeopleSoft.
Progress: May require Coaching: Li should review with Paul his official start and end and lunch schedule and be meticulous about meeting those times. Li should limit his personal use of ASU resources to an absolute minimum (a common guideline would once a day or less, only as needed). Li should actively find and volunteer for value-added projects that help ASU use PeopleSoft and should accelerate the rate at which he completes projects.
Your performance in these areas meets expectations.