HR PEAK: Training
Overview
This page is a collection of trainings and resources for PEAK Phase 1 units.
- TeamDynamix (TDX) is the service request software that the Human Resource Operations Center uses to manage service requests as part of the PEAK Initiative.
- Requestors have a finance or HR request (e.g., reclassification, purchase), or are responsible for creating a TDX ticket on behalf of the requestors (e.g., department admin, campus/college/unit HR staff member).
- Approvers are assigned to review requests. For HR, these individuals are generally the HR Lead for the campus, college, or unit.
Need help with an HR TDX Request or Approval?
For assistance, contact the Office of Human Resources:
- ohr@umn.edu
- 612-624-8647 or 800-756-2363
Requestor Training
How-To Resources
Affiliate Job Codes (Excel document)
Mass Request-Background Check (Excel document)
Mass Request-Compensation Change (Excel document)
Mass Request-Hire (Excel document)
Mass Request-Performance Review (Excel document)
Mass Request-Reorganization (Excel document)
Mass Request-Reports-to Change (Excel document)
Approver Training
General Resources
Tips by Process
- If you have a three-button mouse, you have different options for opening requests from the dashboard:
- The middle mouse button opens the request in a new tab.
- The left mouse button opens the request in a new window.
- All comments added to a request will be tracked and saved. To notify the ticket requestor of a comment, please check the Notify Requestor checkbox.
- Avoid entering private data into your TDX requests, including comments or attachments, otherwise your request will be deleted.
- To reopen a closed ticket, you can reply to any email notification from that ticket or change its status to "Reopen" when commenting on the ticket. Please don't add comments to a closed ticket; they will not re-open it.
- To route requests to departments automatically, select a department with a Dept ID number (e.g., D Education (10384)).
- If the status of a request needs to be changed, please contact the Operations Specialist or group assigned to the ticket instead to request a change in ticket status. Manually changing the ticket status can cause downstream workflow and ticket visibility issues.
- Rather than utilizing the comments to provide new or different information than what was submitted by the requester, if time allows, the Unit HR Approver should reject the ticket and include an explanation allowing the requestor an opportunity to review and submit a new ticket with the correct information.
- Note: If it is a late request, Unit HR may approve the ticket and provide comments to the Operations Specialist with the correct information to prevent downstream impacts.
- After a requester gets a survey, there's a seven-day waiting period before they receive another one.
- Use the stand-alone Background Check form only when there's an existing employee or non-employee who needs a background check due to their job duties.
- When conducting a background check on a non-employee, include their email address under Additional Comments.
- All background checks for hires are initiated by Staffing Operations; if the background check impacts a person's start date, Staffing Operations and/or Talent Acquisition will work with the requestor to determine next steps.
- Future-dated hires aren't visible in TDX until after their hire date.
- If you need to update a future-dated hire's record, you can either 1) find the email notification for the initial Hire ticket and reply with the record change(s); or
- 2) Provide information to the Operations Center using the Suspended Employee form
- After entering the "Position Number" on the Hire form, click on the yellow "Populate Position Information" button to automatically pull in key information like Start Date and Compensation Rate.
- When implementing Mass Changes, use a separate spreadsheet for each population type (e.g., "Hire a Student" and "Grad Student Suspend").
- The process for updating work-study percentages will stay the same; colleges, campuses, or units will continue maintaining them.
- When adding student hires, please include the "ID Number" in the comments for a more accurate and timely entry.
- Use background check vendor for all degree validations. This is one of the types of background checks available on the TDX form.
- If a position exists but wasn't posted or interviewed for, and you're requesting that an existing employee moves from one position to another (e.g., a Graduate Assistant from TA to RA), use the Modify form. In all other cases, use the Hire an Employee form and mark the request as a Transfer.
- If a position exists but wasn't posted or interviewed for, and you're requesting that an existing employee moves from one position to another (e.g., a Graduate Assistant from TA to RA), use the Modify form.
- In all other cases, use the Hire an Employee form and mark the request as a Transfer.
- You no longer need to email Payroll if your employee moves from a Civil Service position to a Professional & Administrative position. The Operations team will do this upon receiving a TDX ticket request for this change.
- For requests with chart string overrides where the employee works on multiple sponsored accounts, select Yes for the Should the funding for the additional pay be different than regular earnings? to route requests to FinOps automatically.
- Since the End Appointment form doesn't allow attachments, please send any end of appointment paperwork to the HR team at your college, campus, or unit
TDX Forms
Starting December 4, 2023, employees in Phase 1 campuses, colleges, and units will see the HR and Finance TDX forms in MyU.
- Click on the "Key Links" button on the top ribbon
- Select "HR & Finance Service Requests" in the drop-down menu to go to the forms.
You can also go to: z.umn.edu/servicerequest.