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DEMO: Reports-To eForm - Northern Arizona University

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Published on Apr 2, 2012

#2 of 3 Super-Charged eForms demonstrated during Gideon Taylor's Alliance 2012 conference session: One eForm, HUGE Results

Re-orgs can wreak havoc on an organization's Reports-To structure. See how Northern Arizona University tamed that beast by creating an eForm that automatically updates the reporting structure within PeopleSoft, including flagging inactive positions and adjusting budget tables to reflect positions that are no longer active. One department used the Reports-To eForm to automatically execute over 15,000 transactions, updating the Reports-To relationships of all their positions in one fell swoop.

Having gone through a sweeping re-organization of their staff and departments, NAU was faced with the tedious challenge of updating a large number of PeopleSoft positions, one position and one incumbent at a time. Making matters worse, there was no single place that showed all the reporting relationships in a department. The whole effort would require significant data entry and would be prone to errors.

A single eForm can now update the department or division's entire reporting structure, resulting in a HUGE reduction in data entry.
1) The new Reports-To eForm shows a department manager a complete view of all positions in their department, allowing reporting relationships to be assigned, updated or inactivated.
2) Once changes are made within the eForm, it routes for administrative and core office approval.
3) Upon final approval, the form automatically updates both Job Data and Position Data for every position in the department. For inactivated positions, updates also made in Commitment Accounting to the Department Budget and Encumbrance Definition tables.

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