Identify and book the training you need
Staff with HR responsibilities can gain access to PeopleXD and/or HR Reporting only. Those with access to PeopleXD will be assigned access to HR Reporting and Tableau (providing high level staff data summaries) by default. To request access to Tableau only, or to additional data, such as Athena SWAN or Payroll costing, click here for instructions.
Your access is determined by the system roles assigned to you. Identify which system roles you require, below.
HR systems online training is hosted via the University's CoSy system. Read also 'How to book training via CoSy' (on the right).
All users must complete:
- Introduction to PeopleXD
- Information Security and Data Protection training (you do not need to complete this if you have already done so in the past 12 months)
- Individual User Agreement
Staff Requests
| I NEED TO... | PEOPLEXD ROLE | COMPULSORY ONLINE TRAINING | GUIDANCE | |
|---|---|---|---|---|
| create Staff Requests (the starting point for recruiting and some employee changes) |
Staff Request Creator | University HR Essentials | How-To: Create and approve staff requests | |
| approve Staff Requests | Staff Request Approver | How-To: Create and approve staff requests |
|
Please note all staff request system roles, also includes access to run People Management reports.
Recruitment
| I NEED TO... | PEOPLEXD ROLE | COMPULSORY ONLINE TRAINING | RECOMMENDED TRAINING | GUIDANCE |
|---|---|---|---|---|
|
view vacancy and applicant information on a read-only basis |
Recruitment Administrator - Read Only |
How-To: Access and use PeopleXD guide | ||
|
manage the full recruitment lifecycle |
Recruitment Administrator | Recruitment How-to guides |
People Management
| I NEED TO... | PEOPLEXD ROLE | COMPULSORY ONLINE TRAINING | RECOMMENDED TRAINING | GUIDANCE |
|---|---|---|---|---|
|
view staff information on a read-only basis |
People Management Administrator - Read Only | How-To: Access and use PeopleXD guide | ||
|
manage new starters and leavers record staff changes (eg hours/contract details) |
People Management Administrator | People Management training | ||
|
approve salary/allowances for staff |
Pay Approver | How-To: Approve / reject salaries and allowances |
Workforce Management - participating departments only
Note: This feature is currently limited to staff in participating departments which is being rolled out in stages throughout the University.
| I NEED TO... | PEOPLEXD ROLE | COMPULSORY TRAINING | RECOMMENDED TRAINING | GUIDANCE |
|---|---|---|---|---|
| update staff records to enable them to use leave and absence functionality via HR Self-Service | Absence Administrator* | People Management Navigation | Workforce Management: managing annual leave, sickness and other absence | |
| update staff records to enable them to use online timesheets functionality via HR Self-Service | Timesheet Administrator* | People Management Navigation | Email the HR Systems training team for further details | New guidance coming soon. |
* Note: Users must also have the People Management Administrator system access role, it can be given as a stand alone access role.
My Development - participating departments only
This feature supports the recording of CDRs and PDRs and allows for logging of professional development time. It is currently being used in participating departments only. The Talent Dashboard is available to all People Management Administrators. If you require access to the reports only, please see details below. To register your department's interest in using this functionality, please contact HR Systems.
| I NEED TO | PEOPLEXD ROLE | COMPULSORY TRAINING | RECOMMENDED TRAINING | GUIDANCE |
|---|---|---|---|---|
| run My Development reports via Insight | My Development (Talent) Insight reports | My Development |
Reporting (HR Reporting tool and Tableau server)
All PeopleXD users automatically gain access to the HR Reporting tool. The type of data that you will be able to access will be based on your PeopleXD access. You will also get access to a limited selection of high level data/staff dashboards (with anonymised data) via Tableau.
Only request the 'Reporting Only' role if you will not be a user of PeopleXD but will need to report on the HR data stored within the system.
To obtain access to Tableau only (for high level staff data for Athena Swan, current Payroll costing and staff dashboards), click here.
| I NEED TO... | ROLE | GUIDANCE |
|---|---|---|
|
run reports on: applicants, recruitment campaigns, staff data and historic payroll costing etc. Visit the HR reports and data pages. |
Reporting Only |
Related links
- How to book training via CoSy
- Training booking conditions
- For central teams please refer to the Central system roles page
- HR Systems Guardians
