HR Action Request The Ohio State University OAA HR Service Center

The Ohio State University OAA HR Service Center What is HRA? HR Action Request (HRA) Web-based application used to request and track approval of all human resource actions.

What HRA Can Do Person Actions: Hire Terminate Pay Additional Compensation Change Rate of Pay Change Funding Source Change Number of Hours Worked Per Week Update Job Duties/Responsibilities Change Other Employee Data Position Actions: Fill Existing Position Create New Position The Ohio State University OAA HR SERVICE CENTER

The Ohio State University OAA HR SERVICE CENTER Process Supervisor submits request Approver(s) review/request more information/add another approval level Approved request sent to Service Center for action Benefits: Ease of use Transparency Automatic records retention University-wide Custom application

The Ohio State University OAA HR SERVICE CENTER Process How do I create an HRA? The following slides demonstrate the process of a basic HRA using the example of hiring an employee.

The Ohio State University OAA HR SERVICE CENTER Step 1. Log in Log-in: hraction.osu.edu You will sign in using your name.#

The Ohio State University OAA HR SERVICE CENTER Step 2. Select the action you would like to complete Your information, as the supervisor, will default into these fields. Mouse over actions for additional details. Select the appropriate action, then click next.

Step 3. Identify Hire If hire is new to the university enter their name If hire is not new (current or former employee or student) check the box provided If employee ID# is known, enter it and other current information will populate If ID# is not known, use Lookup function (see next slide)

The Ohio State University OAA HR SERVICE CENTER To Look up an employee: To find the affected employee, use the ‘Lookup’ function. You can search by any of the listed fields.

Step 4. Provide details for request Enter information known information for the change The only fields that are required are indicated by a red asterisk (*) Certain fields (ex supervisor ID and home dept.) default based on supervisor, but can be overridden Approvers can provide additional information later Any details that are not requested on the form can be entered into the Additional Information field

Step 5: Save, Review and Submit Click submit when you have confirmed the information entered is correct Choose to continue or save for later Hire Request saved, but will NOT be submitted until you click the “Submit” button below.

The Ohio State University OAA HR SERVICE CENTER Step 6: Request will enter workflow Request will flow through the approvals as set up by unit Additional approvers can be added as ad-hoc for special situations Once the request has been through all approvals, it will flow to the Service Center for processing

The Ohio State University OAA HR SERVICE CENTER To impact multiple employees: If you are making a change for more than one employee, check the box above the name field indicating multiple employees instead of creating a separate HRA for each person At this point, there are no longer any fields that are required Upload a spreadsheet as an attachment with the necessary details for the request

The Ohio State University OAA HR SERVICE CENTER To attach documentation: Supplemental documentation and additional forms can be uploaded as attachments Click add and select the appropriate documents A description can be added to provide information about the attachment

The Ohio State University OAA HR SERVICE CENTER To send notification: A notification can be sent just like an directly from the HRA system The option to send a notification will be on your confirmation screen once the request has been submitted Notifications can be sent has the HRA# in the subject line of the and will link the recipient directly to the request You can save commonly used contacts as favorites in the system

What Happens Next? The Ohio State University OAA HR SERVICE CENTER Once the HRA has made it through the approval process the Service Center will enter the appropriate changes into PeopleSoft To check the status of your HRA, you can use the Search function to see where it falls in the process You can search by many parameters including: Request # Employee Name/ID# Home Department # Request Status