HR employee resources - PeopleAdmin Applicant Tracking - Budget and Finance Approval

This article was developed to provide an overview of how the Budget Office will receive information on an active recruitment, requiring budget and funding information entered in the approval stage before posting.

The Budget Office at UW-La Crosse manages the setting of salary targets, offer targets and budget funding information for all positions at the university.  This article provides a step by step procedure on how the Budget Office receives communication from the PeopleAdmin program and how to update the Recruitment and posting information for their respective areas.  

Step 1 - Log in to People Admin 

The first step of this process is to log into People Admin.  

Step 2 - Navigate to the Recruitment requiring your attention

After logging into the PeopleAdmin System, you will be taken to your dashboard. Click on the title of the Recruitment in your "Inbox" that requires attention:

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Step 3 - Reviewing the Recruitment 

The next display that you will see is the Recruitment Summary page.  You may review the Recruitment information prior to selecting "Edit" within the shaded area:

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Within the Edit screen, you will need to select "Position Budget Information" from the left navigation menu:

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Please enter all fields and ensure they are correct and complete.  Failure to provide this information may result in delayed hiring or incorrect entry into HRS.  

An important note about the field "Level 3 Approval Required".  For positions whose actual salary is greater than $50,000 annually, select this option.  If the salary is less than $50,000 then, select no.  

Once all information has been entered, click "Save" in the upper right corner. 

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After clicking "Save", use the left navigation menu again, and click "Summary" to return to the Summary Page.  

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Once you have completed entry and reviewed the Recruitment, advance the Recruitment to Affirmative Action.  Please note that you can return to Level 2 or Cancel the search if you believe there are errors fatal to the search, or if the Recruitment does not have your approval.  If returning to Level 2, or Cancelling the Search, enter the reasons in the Comments section, when prompted to do so. 

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This action completes the review and approval stage for Budget & Finance.  






Keywords:PeopleAdmin approvals, budget and finance approval   Doc ID:108576
Owner:John A.Group:UW-La Crosse
Created:2021-01-25 13:36 CSTUpdated:2021-01-27 11:39 CST
Sites:UW-La Crosse
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