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Correcting and Updating Person Checklists via WED

Overview:

This document identifies how to correct Person Checklist for employees. The configuration for Checklist codes and checklist items in HRS are accessed by all areas of checklists within HCM. There is no way to prevent a user from choosing a Checklist Code/Checklist Item Codes in the specific business processes that we have designated to be used.

For BI reporting, specific checklist codes and checklist items are used. For example, Campus Seniority Dates - Checklist Code = UWSNDT, Checklist Item Code = UWxCSD (where x = campus letter) and Status = C (Completed). If someone is employed at multiple campuses then they should add the Campus Seniority Date for that campus along with the correct date.

Process Considerations

  • Use this table to determine what kinds of checklist items can be added to the Person Checklist page
  • Checklist
    Code
    Checklist Code
    Descr
    Checklist
    Item
    Code
    Checklist Item DescriptionApplicant
    Checklist
    Person
    Checklist
    Person
    Assignment
    Checklist
    UWPRECPre-OnboardingUWCBCCriminal Background CheckX

    UWPRECPre-OnboardingUWSHRCSexual Harassment Ref CheckX



    UWPRECPre-OnboardingUWPOTN
    UWPOTY
    UWPOT2
    UWPOT4
    Position of Trust = No
    Position of Trust = Yes
    Position of Trust = 2 Year Renew
    Position of Trust = 4 Year Renew
    X

    UWDATEDatesUWCBCCriminal Background Check

    X
    UWDATEDatesUWSHRCSexual Harassment Ref Check

    X
    UWDATEDatesUWPOTN
    UWPOTY
    UWPOT2
    UWPOT4
    Position of Trust = No
    Position of Trust = Yes
    Position of Trust = 2 Year Renew
    Position of Trust = 4 Year Renew


    X
    UWPOIPOI DatesUWxBCNPOI CBC - POT No Recheck
    X
    UWPOIPOI DatesUWxBC2POI CBC - POT 2 Yr Rechk
    X
    UWPOIPOI DatesUWxBC4POI CBC - POT 4 Yr Rechk
    X
    UWSNDTSeniority DatesUWxCSDCampus Seniority Date
    X

Instructions for Correcting Person Checklist

  1. Click the UW_HR_PER_CHKLST_INCORRECT Query link.
    NOTE: Once you see the query results, there are filters above the list: Business Unit, DeptID (1), DeptID - Like (2), Show Claimed, Show Completed.
  2. Click the "Check to Claim" check box. Your name will appear in the Claimed by section with the Date and Time noted.
  3. For the employee you have claimed, click the PERSON_CHECKLIST link in the Link to Correct column.
  4. A new browser tab opens with the employee's Person Checklist, click on View All or the left/right arrows to find the incorrectly added checklist code.
    NOTE: You can also use Find to search for the incorrect checklist code (ex. UWDATE, UWPREC).

    110396_IncorrectPersonChecklist.png
  5. Once you are at the incorrectly added Checklist Code, determine if a different checklist code needs to be added by scrolling through what already exists for the Employee ID .

    If no, skip to #6

    If yes, click on the + (plus) sign to add a new checklist code row. The Checklist Date will default to the current date - change accordingly. Then enter in the correct Checklist Code (ex. UWSNDT) and update the checklist item code(s) accordingly. Make sure you change the dates and add the correct statuses on the new checklist code. Click Save.
  6. After you have saved the new Checklist Code, click on the - (minus) sign of the incorrect Checklist Code row to remove .A Delete Confirmation box will appear with the following wording:

    Delete current/selected rows from this page? The delete will occur when the transaction is saved. 

    Click OK if you are sure you want to removeAfter the checklist code row is removed, click Save.
  7. To return to the main WED page, you can either click the Home link or the Return to Dashboard link, which is available on every page.

    KB110375_Num11.png

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Additional Resources

Related KBs 

Get Help

  • Click HERE to contact UW Shared Services or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.




Keywords:Person Checklist, Incorrect Person Checklist, Campus Seniority Date, POI CBC   Doc ID:110396
Owner:tami e.Group:UW–Shared Services
Created:2021-04-20 12:05 CDTUpdated:2021-07-23 13:32 CDT
Sites:UW–Shared Services
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