[IDHR] HCM Review/Approval Process for Finance

Wed Jun 28 16:46:56 MDT 2023

Hello!

As we continue to work through the nuances of a new system, we are learning more and more each day! Yesterday, I met with Misty Lawrence, Bureau Chief for DFM, and she mentioned that their DFM analysts do not have all the information they need to locate and perform approvals (they're not sorted by agency on the State Finance/DFM end nor do they contain the necessary fiscal impact information). Hanna Hall sent an email last week with instructions to include the budget information in the comments section (see attached).  Additionally, Hanna is working on getting the Agency Code added to the actions, which will help a ton!

In the meantime, if you could ensure whoever is initiating these actions, includes the information noted from Hanna in the attached on any HCM items with a fiscal impact, and that when items are submitted to agency finance and DFM for review, notify them via email of the pending request and include the Work Unit #, so they can locate the action more easily! Also, there may be times where it makes more sense to get a pre-approval from DFM prior to entering actions (for instance, a high volume of pay changes, a high percentage pay increase, etc.). Please make sure you continue to follow our prior protocols in terms of having those discussions with your DFM analyst.

We've also received a lot of questions about routing and figuring out where actions are in the process. To help, I've attached the HCM workflows along with the approval calendars/deadlines.

Lastly, we are working on updating our Classification and Compensation forms to ensure we gather appropriate information to review requests and also make sure they're not redundant to what's in the system. I anticipate that'll be complete in the next couple of weeks.

Thanks!

Janelle White | Deputy Administrator
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From: Hanna Hall <hanna.hall at dhr.idaho.gov>
Subject: UPDATE - Request a New Position and Request a Position Update
Date: Wed, 21 Jun 2023 20:16:00 +0000
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