Podcast
Questions and Answers
Which action related to employee data requires careful validation to ensure accuracy, particularly regarding financial impact?
Which action related to employee data requires careful validation to ensure accuracy, particularly regarding financial impact?
- Updating employee emergency contacts.
- Changing employee job titles.
- Initiating an off-cycle salary adjustment. (correct)
- Managing employee addresses.
In the context of employee transfers within an organization, what is the primary significance of updating an employee's position and salary?
In the context of employee transfers within an organization, what is the primary significance of updating an employee's position and salary?
- To ensure data privacy compliance.
- To maintain accurate records for compensation and reporting. (correct)
- To comply with legal and regulatory requirements.
- To enhance employee morale and job satisfaction.
What step is crucial after initiating an employee's termination process in order to meet compliance requirements?
What step is crucial after initiating an employee's termination process in order to meet compliance requirements?
- Deleting the employee's profile.
- Removing the employee from all mailing lists.
- Ensuring legal compliance with labor laws. (correct)
- Automating a final payment process.
If a hiring manager fails to submit a probation review by the deadline, what is the likely impact on an employee?
If a hiring manager fails to submit a probation review by the deadline, what is the likely impact on an employee?
How does Human Resources ensure compliance when an employee's probationary period is not extended?
How does Human Resources ensure compliance when an employee's probationary period is not extended?
What is the direct result of a correctly submitted job probation?
What is the direct result of a correctly submitted job probation?
What is the HR department's role in employee promotions, according to established guidelines?
What is the HR department's role in employee promotions, according to established guidelines?
When a promotion is processed, what action related to Benefits must occur?
When a promotion is processed, what action related to Benefits must occur?
How do HR personnel initiate a job data change for an employee?
How do HR personnel initiate a job data change for an employee?
What should HR personnel do after initiating the Job Data Change?
What should HR personnel do after initiating the Job Data Change?
What action is most important when handling off-cycle compensation adjustments to ensure compliance?
What action is most important when handling off-cycle compensation adjustments to ensure compliance?
What step must be performed to ensure that an employee receives due compensation changes?
What step must be performed to ensure that an employee receives due compensation changes?
What is the appropriate initial step for HR in handling a transfer within or across divisions?
What is the appropriate initial step for HR in handling a transfer within or across divisions?
What action needs occur so compensation is calculated accurately during an employee Job Transfer?
What action needs occur so compensation is calculated accurately during an employee Job Transfer?
What is the primary consideration when managing employee contracts related to HRBF?
What is the primary consideration when managing employee contracts related to HRBF?
What HR action initiates a contract change for an employee?
What HR action initiates a contract change for an employee?
What initial steps are required when placing an employee on suspension?
What initial steps are required when placing an employee on suspension?
How often should HR personnel review employee suspension details in HRBF to ensure accuracy?
How often should HR personnel review employee suspension details in HRBF to ensure accuracy?
What data inputs must be in the system before someone takes a Leave/Absence?
What data inputs must be in the system before someone takes a Leave/Absence?
To appropriately schedule Leave/Absence, what does HR do?
To appropriately schedule Leave/Absence, what does HR do?
Which of the following steps is performed when managing a termination?
Which of the following steps is performed when managing a termination?
What critical action related to re-employment requires input in the Rehire process?
What critical action related to re-employment requires input in the Rehire process?
If an employee is being rehired, what steps are followed after HR is notified?
If an employee is being rehired, what steps are followed after HR is notified?
If someone is marked as death how should HR handle it?
If someone is marked as death how should HR handle it?
During Probation Management, if the employee's performance is lacking but shows potential, what action should HR take concerning next steps?
During Probation Management, if the employee's performance is lacking but shows potential, what action should HR take concerning next steps?
When determining the appropriate salary during a promotion, what is the best approach?
When determining the appropriate salary during a promotion, what is the best approach?
When initiating a transfer for an employee what is a crucial alignment needed before proceeding?
When initiating a transfer for an employee what is a crucial alignment needed before proceeding?
Prior to making decision about an employee's contract, how must the HR respond?
Prior to making decision about an employee's contract, how must the HR respond?
In situations requiring a suspension, maintaining disciplinary tracking is the responsibility of which people?
In situations requiring a suspension, maintaining disciplinary tracking is the responsibility of which people?
Before any Job Data changes are processed in the system, what validation step is essential?
Before any Job Data changes are processed in the system, what validation step is essential?
When processing an off-cycle salary adjustment, which step ensures compliance with company compensation policies?
When processing an off-cycle salary adjustment, which step ensures compliance with company compensation policies?
What role does HR take after an employee submits their formal resignation?
What role does HR take after an employee submits their formal resignation?
If special equipment is assigned to an employee who has been terminated what must occur?
If special equipment is assigned to an employee who has been terminated what must occur?
What action is necessary if a departing employee has exceptional untaken holidays?
What action is necessary if a departing employee has exceptional untaken holidays?
When managing probation, why it is HR's responsibility to follow up?
When managing probation, why it is HR's responsibility to follow up?
Who can initiate promotion processes?
Who can initiate promotion processes?
In personnel transfers who is responsible for process and checks?
In personnel transfers who is responsible for process and checks?
When reviewing work hour changes what documentation would be best?
When reviewing work hour changes what documentation would be best?
Why is a good employee suspension management plan needed?
Why is a good employee suspension management plan needed?
Mass data verification needs to be verified with what?
Mass data verification needs to be verified with what?
When implementing Salary Adjustments, what does HR need to consider early in the process?
When implementing Salary Adjustments, what does HR need to consider early in the process?
When someone formally steps down what should HR do first?
When someone formally steps down what should HR do first?
If an employee equipment needs to be recovered in a termination what would make good practice?
If an employee equipment needs to be recovered in a termination what would make good practice?
To process a legitimate carry over of Holidays what should HR look for?
To process a legitimate carry over of Holidays what should HR look for?
During a Probation approval, who can send back a workflow?
During a Probation approval, who can send back a workflow?
What are the best groups to discuss promotions with?
What are the best groups to discuss promotions with?
What is the most important factor when making personnel transfers?
What is the most important factor when making personnel transfers?
How stringent does enforcement of contract terms need to be?
How stringent does enforcement of contract terms need to be?
With employee suspensions ongoing tracking is what?
With employee suspensions ongoing tracking is what?
When mass validating data in the business how often should it be checked?
When mass validating data in the business how often should it be checked?
What should HR validate often when implementing Salary Adjustments?
What should HR validate often when implementing Salary Adjustments?
If a former employee is planning retire and then resign what it the best course of action?
If a former employee is planning retire and then resign what it the best course of action?
With Employee terminations and exit if equipment assigned, what is good a idea?
With Employee terminations and exit if equipment assigned, what is good a idea?
What part of the exception process do you need to obtain approval for Leave carry forward?
What part of the exception process do you need to obtain approval for Leave carry forward?
During Probation Management who can give feedback?
During Probation Management who can give feedback?
When processing Employee promotions, who holds interest?
When processing Employee promotions, who holds interest?
What makes a successful transfer?
What makes a successful transfer?
What does compliance with a contract entail?
What does compliance with a contract entail?
When processing and reviewing suspensions, what is one thing HR needs to do?
When processing and reviewing suspensions, what is one thing HR needs to do?
How is one to validate that all mass data is factual?
How is one to validate that all mass data is factual?
Where must salary agreements be validated?
Where must salary agreements be validated?
What must occur before a voluntary end of employment?
What must occur before a voluntary end of employment?
If terminations and off boarding needs to occur due to process which factor is most important?
If terminations and off boarding needs to occur due to process which factor is most important?
To conform to good policy for leaving, what approval must any additional left over leave gain?
To conform to good policy for leaving, what approval must any additional left over leave gain?
What action does an HR professional take after an employee submits a request to carry forward exceptional leave?
What action does an HR professional take after an employee submits a request to carry forward exceptional leave?
What is the initial step in processing a job transfer for an employee across divisions?
What is the initial step in processing a job transfer for an employee across divisions?
To initiate a promotion, what People Profile steps must someone take?
To initiate a promotion, what People Profile steps must someone take?
What step should HR take during a review if an employee’s probation performance is questionable?
What step should HR take during a review if an employee’s probation performance is questionable?
What guidelines should impact discussions with salary and bonuses to reflect employee contribution when actioning promotions?
What guidelines should impact discussions with salary and bonuses to reflect employee contribution when actioning promotions?
What should a HR person do First in the case of a formal resignation?
What should a HR person do First in the case of a formal resignation?
When an employee is placed on suspension, how often should HR review the details within HRBF to confirm data accuracy?
When an employee is placed on suspension, how often should HR review the details within HRBF to confirm data accuracy?
What data should be entered into the system before HR begins to schedule a leave or absence?
What data should be entered into the system before HR begins to schedule a leave or absence?
Following an employee's resignation, if special equipment was assigned, what step is essential?
Following an employee's resignation, if special equipment was assigned, what step is essential?
When handling the rehire of a former employee what is expected during the re-employment process in Pegasus?
When handling the rehire of a former employee what is expected during the re-employment process in Pegasus?
How does the HR department ensure that compensation is calculated accurately during an employee transfer?
How does the HR department ensure that compensation is calculated accurately during an employee transfer?
What action should you take to facilitate any leftover holidays after someone leaves employment?
What action should you take to facilitate any leftover holidays after someone leaves employment?
When handling employee contract management, what indicates HR's diligence?
When handling employee contract management, what indicates HR's diligence?
To schedule Leave/Absence, what does HR do?
To schedule Leave/Absence, what does HR do?
Flashcards
Active listening
Active listening
Active engagement and focus on the speaker to fully understand the message.
Switch your mobile to silent
Switch your mobile to silent
To set your cellphone to silent mode, to avoid interruptions during meetings or tasks.
No emails
No emails
Avoid checking or responding to emails to focus on the present tasks.
Activate participation
Activate participation
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Probation Management RACI
Probation Management RACI
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Receive Notification
Receive Notification
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Propose Probation Status
Propose Probation Status
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Review Extension/Failed
Review Extension/Failed
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Communicate Outcome
Communicate Outcome
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Resubmit Probation Extended
Resubmit Probation Extended
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Resubmit Probation Failed
Resubmit Probation Failed
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Promotion Management RACI
Promotion Management RACI
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Create and Maintain Postions
Create and Maintain Postions
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Communicate Outcome
Communicate Outcome
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Transfer Management Process
Transfer Management Process
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Submti Contract Management
Submti Contract Management
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Check the updated job information request.
Check the updated job information request.
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Suspension Management Process
Suspension Management Process
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Maintain Disciplinary Tracking
Maintain Disciplinary Tracking
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Manage Return to Work
Manage Return to Work
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Job Data Change
Job Data Change
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Off-Cycle Salary Adjustment
Off-Cycle Salary Adjustment
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Process to maintain One Time Payment
Process to maintain One Time Payment
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Termination Management
Termination Management
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HRSS/EMSS
HRSS/EMSS
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Study Notes
- The Pegasus Training Guide is for HR Business Facing and Employee Central, dated April 2025
- Housekeeping requires full attentiveness which includes active listening, mobiles on silent, refraining from emails, and actively participating.
- The Pegasus "Hire to Retire" lifecycle includes Employee Central, Recruiting, and Onboarding processes.
HRBF Processes
- Processes covered in the training include:
Foundation Management
- Maintain Organization Structure
- Create and Maintain Jobs
- Create and Maintain Positions
- Mass Create and Maintain Positions
- Create and Maintain Locations
Job Requisition
- Create, Approve, and Post Job Requisition
- Manage Evergreen Job Requisition
Sourcing and Application
- Internal Applicants Apply and Experience
- External Applicants Apply and Experience
- Manage Employee Referrals
- Manage Agency Sourcing
- Manage Talent Acquisition Events
- Passive Candidate Sourcing
- Establish and Maintain Talent Pool
Screening and Interview
- Screen Candidates
- Assess Candidates
- Manage Interview Scheduling
- Interview and Select Candidates
- Prepare and Extend Offer
- Prepare and Extend Contract
- Perform Pre-Hire Due Diligence
Offer and Rejection
- Prepare Rejection
- Rescind Offer and Contract
- Manage Job Requisitions
Onboarding
- Conduct Pre-boarding
- Manage Day 1 Activities
- Manage First 90 Days
Crossboarding
- Manage Cross boarding
Personnel Management
- Hire/Rehire
- Probation Management
- Promotion Management
- Demotion Management
- Transfer Management
- Contract Management
- Suspension Management
- Job Data Change
- Salary Adjustment
- Secondment Management
- Termination Management
- Employee Data Management
Benefits Management
- Manage Benefit Enrollment
- Manage Life Event Changes
Time Management
- Manage Leave Requests
- Manage Leave of Absence
- Manage Return from Leave
- Manage Overtime
Agenda Topics
- Welcome & Introduction: Agenda & Objectives
- Probation Management
- Promotion Management
- Transfer Management
- Contract Management: Submit Contract Management
- Suspension Management: Maintain Disciplinary Tracking, Create Suspension Absence, and Manage Return to Work
- Job Data Change: Validate Mass Data Changes, Initiate and Check Position Data Changes, Initiate Job Data Changes, Maintain Disciplinary Tracking/Documents/One-time Payments, System Demo
- Salary Adjustment: Initiate Off-cycle Salary Adjustment, Validate Mass Data Changes
- Termination Management
- Time Management: Carry Forward Exceptional Approval, Consecutive Annual Leave Compliance, and System Demo
- Q & A: Support resources, Q & A, and Assessment
Personnel Management: Probation Management RACI
- Probation Management involves receiving, submitting, approving, notifying, communicating, and generating actions and requests.
- HRBF and Direct Managers roles oversee probation management, including aligning and reviewing the process.
- Approvals come from specified managers or HR roles.
- Outcomes are communicated to employees with HR support, leading to potential extension letters of involuntary terminations.
Probation updates and reviews
- Process:
- Direct Manager receives a notification 1-2 weeks prior to the probation end date
Next steps
- Update then maintain the probation status and propose justifications, and potentially send back to HRBF for changes
Extended/Failed Probation
- Updated and resubmitted, the probation status and proposed justifications are maintained
The Probation Management Approval Matrix approval is auto triggered by the HRBF system
- Approvers vary based on grade group and managerial level
Submit Probation: Receive Probation from homepage
- You can initiate the Probation Status update process from the homepage
Probation Management: Resubmit Probation Extended-Review and Update
- Action includes reviewing manager's comments and updating if needed. The default action is Completed however.
To resubmit Probation extended:
- It Includes providing information from job information such as maintain Employment End Date, setting a status (probation Status will be changed to Extended automatically), adding Justifications are any , Saving & Submitting.
To resubmit Probation failed:
- It Includes providing information from job information such as setting a status (this time defaulted to failed), adding Justifications, Saving the Submit request.
Personnel Management: Promotion Management RACI
- HR roles initiate promotions, request new positions, prepare packages, and check benefits.
- Approvals are needed from HRBF or management.
- HR's communicate and arrange all the admin for it as well.
Offline Promotion Steps
- HRBF and Next AE Manager discuss the Promotion and line up Approvers, get the Promotion package together & review with the Reward Team, and arrange CEO appointments where needed.
To initiate a Promotion
- Select the employee by action search bar
New online promotion steps
- Create a new request for it in the people profile with the post info
- Edit the pay grade, salary, and add Allowance
Transfer Management
- Transfer Management RACI involves Direct Manager and HRBF collaboration.
- Direct Manager initiates transfer.
- HR co-ordinates.
- Employee reviews signoffs etc
Transfers are either:
- Within Division
- Cross Division
Actions
- Select the employee by action search bar
- Create a new request for it in the people profile with the post info
- Edit the Position and salary
Contract Management
- Contract Management Action Matrix outlines scenarios, follow-ups, initiators, arrangements, and approval workflows associated with contract Management.
- HR handles this process with specific requests for contracts
Contract Workflow Step
- Notifications
- Proposals (extensions transfers reviews etc)
- Submission (to next step)
- Reviews & Approvals
- Next there will be the HRSS steps
Types of workflows include
- Conversion
- Contracts ending
- Re-employment
The main steps that are consistent in such workflow include approvals, uploading of appropriate documentation and validation by the HRBP
- A system demo will be given next
The process that follows with submitted contract management includes
- HRSS/EMSS: review proposed updates on the HR systems and contract with relevant instructions. A final approval will indicate changes or if otherwise involuntary terminations will occur.
Key activities
- Review the appropriate updates on the HR system and contracts with given instructions
- Update the comments and instructions by sending to HRBF
Suspension Management RACI steps include
- Initiating, investigating, maintaining tracking, notifying, submitting letters, checking details, signing letters and action follow ups.
Process
- The initiator (or Head of Dept) reviews an incident involving the suspension of an employee; followed by maintaining records of disciplinary action(s) and tracking such suspensions by updating leave. Next, HRSS will issue suspension letters pending details and any signing on collection of company properties as the whole is recorded into the system(s).
The management of return to work
- Includes checking To-Do (Pegasus alerts) then reviewing documents involved in it.
Maintaining Suspension is easy and you can report on it directly on the People Profile
- Check all details when working to maintain the suspension
Validate the update request
- All relevant details must checked and confirmed
A demo will soon be given to help demonstrate the workflow process clearly for ease of use
- To manage one or all related requests, be sure to check the portal
1.2.9 Job Data Change
- Involves HRBF responsibility and accountability for data updates in the system.
- The process starts from Mass Data Changes for People Profile down to position updates and validates accordingly.
The process flows with similar steps from previous processes
- Review, add documents approve etc...
Key updates that is managed include
- Compensation changes
- Job codes
- Union membership
- Position numbers etc.
Approval Matrix-It has multi tier approvals pending grades
- A System Demo will be provided here
1.2.12 The Management of Termination
- Can also be initiated by designated department
- This will be overview so that each can navigate from it
Important Key Steps are to:
- Identify the Employee (resignations, death,)
- Maintain HR records and confirm with appropriate parties if need be
There are the various process flows that you can view from the handbook such as:
- the overall structure, by resignation or what specific action needs to be taken.
- Next a system Demo will be done*
Then a Q & A session to help and support user requests or information needs
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