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:

 

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   How-To: Create and approve staff requests  
approve Staff Requests Staff Request Approver Approve Staff Requests 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
 
  Recruitment navigation How-To: Access and use PeopleXD guide

manage the full recruitment lifecycle

Recruitment Administrator Recruitment navigation

Recruitment training

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   People Management Navigation How-To: Access and use PeopleXD guide

manage new starters and leavers

record staff changes (eg hours/contract details)

People Management Administrator People Management Navigation People Management training

People Management How-to guides

Casual workers, teachers and examiners

approve salary/allowances for staff

Pay Approver 

People Management Navigation

Approve Pay

 

How-To: Approve / reject salaries and allowances 

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.

View the full library of HR reports here.

Reporting Only

How-To: Run reports in HR Reporting

 

Departments using HR Systems Data Service 

Some departments use the services offered by the Data Services team, who typically create and manage all staff records on the department's behalf. All departments are responsible for submitting Staff Requests and managing vacancy and applicant information in PeopleXD.

If you are joining a department that uses the HR Systems Data Service, please request access and complete training based on the information provided on this webpage.