SAP SuccessFactors: Pegasus Overview

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Questions and Answers

What is the primary purpose of the 'Quick Link' section in Pegasus?

  • To list all available modules within the Pegasus system.
  • To outline the ground rules for using the Pegasus system.
  • To display company confidential information.
  • To provide direct access to commonly used personnel management functions. (correct)

What is the significance of 'Active Listening' in the context of the Ground Rules?

  • It ensures all participants can clearly hear the speaker.
  • It encourages participants to share personal experiences.
  • It prevents the need for participants to take notes.
  • It promotes engagement and understanding among participants. (correct)

Under which module of the 'Pegasus Hire to Retire Lifecycle' does creating and maintaining positions fall?

  • Job Requisition
  • Foundation Management (correct)
  • Screening and Interview
  • Personnel Management

What action is typically performed within the 'Screen Candidates' step of the recruitment process?

<p>Reviewing applications to shortlist candidates for further assessment. (A)</p> Signup and view all the answers

In the Pegasus system, under which circumstance would 'Rescind Offer (and Contract)' be utilized?

<p>When an employer withdraws a job offer after it has been accepted. (B)</p> Signup and view all the answers

What key activity falls under the 'Manage Day 1 Activities' within the Onboarding process?

<p>Initiating activities to integrate the new hire into the company on their first day. (A)</p> Signup and view all the answers

Which of the following processes would involve the 'Job Data Change' functionality?

<p>Updating an employee's position within the organization. (B)</p> Signup and view all the answers

What is the primary action associated with the 'Manage Benefit Enrollment' process?

<p>Overseeing employee participation in company-sponsored benefit plans. (C)</p> Signup and view all the answers

Which module in Pegasus is used for requesting time off?

<p>Time Management (A)</p> Signup and view all the answers

Which of the following is the first step to initiate the probation management process?

<p>The direct manager receives an email notification prior to the probation end date. (A)</p> Signup and view all the answers

During the probation management process, after the direct manager proposes a probation status update, what is the next step?

<p>The HRBF reviews the proposed updates and adds comments if required. (A)</p> Signup and view all the answers

What is the outcome of clicking 'Auto Initiate Involuntary Termination'?

<p>The system automatically starts the process for involuntary termination. (C)</p> Signup and view all the answers

During the probation management process, what is the purpose of the 'Communicate Outcome' step?

<p>To notify the employee about the final decision regarding their probation status. (C)</p> Signup and view all the answers

Which user role is responsible for managing contract rejections during the promotion management process?

<p>Checker (C)</p> Signup and view all the answers

In initiating a promotion request, which action allows users to modify an employee's job and compensation details in Pegasus?

<p>Selecting Change Job and Compensation Info within People Profile. (C)</p> Signup and view all the answers

What step should be taken to ensure a Cash Allowance pay component is correctly updated during promotion?

<p>Verify that the Cash Allowance is automatically updated by the system. (D)</p> Signup and view all the answers

What action should be taken in initiating transfer if the transfer includes a salary change?

<p>Select both Job Information and Compensation Information. (A)</p> Signup and view all the answers

What step is crucial for ensuring the correct allocation of financial resources during an employee transfer when using the Pegasus system?

<p>Maintaining the Cost Centre related data. (A)</p> Signup and view all the answers

Which action does HRSS/EMSS perform to initiate a rehire during a transfer process?

<p>Initiate Rehire. (A)</p> Signup and view all the answers

In order to change contract status after update, what is the first step?

<p>Click 'Update' (C)</p> Signup and view all the answers

What action should be taken to determine the list of employees during mass changes for People Profile?

<p>Select the People tab and click Refine Criteria . (A)</p> Signup and view all the answers

In Job Data Change, what is the process for updating position-related information?

<p>Searching for the position in Position Org Chart. (A)</p> Signup and view all the answers

During the initiation phase by HR, after clicking 'Show Details' what step is required to update position information?

<p>Click Edit. (B)</p> Signup and view all the answers

What step is required after changes are completed?

<p>Click Save. (A)</p> Signup and view all the answers

In initiating a transfer request, what actions are needed to make changes in employee profiles?

<p>Select the Employee, then Change Job and Compensation Info. (D)</p> Signup and view all the answers

When maintaining Cost Centre related data, upon navigating to the Job and Compensation Information page, when do you need to maintain it?

<p>If Pay Component=Salary1000 Cash Allowance (HOUSE)1011 (D)</p> Signup and view all the answers

Which of the Following options is a way that is used to Sign for Contracts in the system Pegasus?

<p>Use Docu-sign for signature process. (C)</p> Signup and view all the answers

Under what circumstances should you select "Approve to finalize updates?"

<p>After email notification is received that approves SDA. (D)</p> Signup and view all the answers

What will a company need to do so they can use the “People Profile” button at the end of the Process?

<p>Contact for Admin to request use permissions. (D)</p> Signup and view all the answers

Why must you confirm that data is right, after the Extra Arrangement has been included?

<p>For further processing. (C)</p> Signup and view all the answers

If you would like to fail the probation what must first take place in the process before submission?

<p>Change Probation Status by providing Justifications. (B)</p> Signup and view all the answers

What happens if you check 'Cash Allownace' and you have a 'Salary Plan is AE/PAE/FBA above'?

<p>Check Cash Allowance auto updated by system (A)</p> Signup and view all the answers

When would you maintain the Cost Centre' related data?

<p>payments is done through a different cost centre (C)</p> Signup and view all the answers

If wanting to "Approve - the request", what are the conditions?

<p>the employee is not retained. (B)</p> Signup and view all the answers

After you hit 'save' but have not completed the task, what must happen next?

<p>Click Cancel to allow completion at a later time (D)</p> Signup and view all the answers

Before using all the aspects of 'Job Data Change,' what must happen?

<p>Be on a list of approved users, ask for permissions (A)</p> Signup and view all the answers

After "Select People tab, click Refine Criteria to select group of people as report scope", what must be done?

<p>Select Filters tab and define filters to control which users' data to be included in the report. (C)</p> Signup and view all the answers

A Job offer will be rescinded if what conditions are met?

<p>if the offer has been withdrawn. (A)</p> Signup and view all the answers

In the case of being under HR reviews & the employee has NOT accepted to work for the company, the company had to pull back on the Job offer. What is next?

<p>The employee is not retained (A)</p> Signup and view all the answers

At which stage is the Employee informed that they are successful in getting promoted?

<p>After the promotion process is completed. (A)</p> Signup and view all the answers

If an Employee must undertake “Special Arrengment Request”, after the step 'Communicate Decision', which of these is MOST relevant?

<p>Initiate request (B)</p> Signup and view all the answers

Which of the following modules are part of "SDA Approval" approval requests?

<p>Promotion, Position Change. (B)</p> Signup and view all the answers

“Personnel Management - Completion with no Extra Arrangement”- what is the step of ‘Check the updated job information request’ handled by?

<p>HRSS (B)</p> Signup and view all the answers

If someone was required to select an employment, but has already signed and gone through HR processes and no Extra Arrangements what is the step?

<p>You MUST still select it (B)</p> Signup and view all the answers

In the context of contract management, under what circumstance is it suitable to utilize the conversion process?

<p>When transitioning an employee from one employment type to another, such as from temporary to permanent. (D)</p> Signup and view all the answers

During the probation management process, if the direct manager and HRBP cannot come to an alignment on the best course of action for an employee, what is the next step according to the RACI matrix?

<p>The Direct Manager and HRBP must continue to discuss and try to come to an agreement. (A)</p> Signup and view all the answers

If a user needs to initiate an employee's transfer to another department in Pegasus, which sequence of actions should they perform to begin the process?

<p>Search for the employee, navigate to 'Actions,' select 'Change Job and Compensation Info'. (A)</p> Signup and view all the answers

According to the contract management action matrix, if a former employee requires re-employment, who is responsible for initiating this action?

<p>Only HRBF (C)</p> Signup and view all the answers

If an employee’s role is altered such that it impacts their usual compensation, which process should be initiated in Pegasus?

<p><code>Salary Adjustment</code> (D)</p> Signup and view all the answers

Within the 'Manage Benefit Enrolment' module, what specific action enables administrators to reflect changes in an employee’s benefits due to significant life events, such as marriage or childbirth?

<p>Manage Life Event Changes (C)</p> Signup and view all the answers

In the context of the 'Ground Rules', Why is it important to mute your phone during meetings?

<p>To avoid any distractions (B)</p> Signup and view all the answers

What is the initial step in handling a contract rejection during the promotion management process?

<p>Manage Contract Rejection (C)</p> Signup and view all the answers

When initiating a transfer, why is it important to update the cost center-related data in Pegasus?

<p>To ensure salary and payment are correctly charged to the new department. (C)</p> Signup and view all the answers

After generating the retirement list and combining the information using HRBF, what is the next step?

<p>Mass upload the Retirement Template. (C)</p> Signup and view all the answers

In which step does approval for special arrangement requests happen?

<p>Communicate Outcome (A)</p> Signup and view all the answers

If it is detetermined that Involuntary Termination is the next course of action, what can the HRBF do in Pegasus?

<p>Auto Initiate Involuntary Termination (B)</p> Signup and view all the answers

Following the submittal of the request, what step(s) are next for “Quick Actions”?

<p>Select the correct option. (B)</p> Signup and view all the answers

After initiating a probation status update and upon receiving an email notification, where in Pegasus can pending approval requests be found?

<p>Under Approvals on the 'Pegasus Homepage'. (D)</p> Signup and view all the answers

How are paygrades to get updated when there is a Same Talent Level promotion?

<p>HR can update pay grades in Job Info. (D)</p> Signup and view all the answers

After initiating a 'Mass Change via Mass Upload,' what is the purpose of validating the import file data?

<p>To confirm the accuracy and relevance of the data before the mass upload. (B)</p> Signup and view all the answers

What happens to the workflow, for the people to sign, after special Arrengment Request has been completed?

<p>For Contract End, system will auto (C)</p> Signup and view all the answers

In the 'mass changes for people profile' process, what is the purpose of having the process to 'Backup Data if needed'?

<p>The process cannot begin if a backup of data is not taken for the users. (D)</p> Signup and view all the answers

After evaluating a position in the 'Contract Management' section, what is the next course of actions?

<p>Discuss contract next steps (C)</p> Signup and view all the answers

After the HRBF have been notified that an employee's suspension is going into effect, where does the HRBF start the actions?

<p>Personal Profile (D)</p> Signup and view all the answers

After a direct line Manager gets someone to 'Sign for a Contract', how do they report that this has been done?

<p>Click 'Approve' button to finalize the contract. (D)</p> Signup and view all the answers

Which action is typically performed by the new HRBF when an employee initiates a Transfer Request in Pegasus?

<p>Aligning the transfer with the receiving HRBF. (B)</p> Signup and view all the answers

What step should be taken if benefits need adjusting during a transfer?

<p>Check benefit entitlements. (A)</p> Signup and view all the answers

In the Job Data Change process, what is the role of the SF Admin after the changes are evaluated and the data backed up?

<p>The SF admin uploads via Bulk Import. (D)</p> Signup and view all the answers

Why would an initiator NOT be able to maintain Cost Centre related data?

<p>The Payment doesn't need to be moved Cost Centre's. (C)</p> Signup and view all the answers

Once the HRBF has been notified that an employee is going on Suspension who handles the next steps?

<p>The HRBF. (A)</p> Signup and view all the answers

In the 'Off-Cycle Salary Adjustment' process, what happens after the HR Business Partner (HRBF) initiates the workflow?

<p>SDA Approval is required to proceedfurther. (C)</p> Signup and view all the answers

An employee going through a dismissal states, there are still a few items that must be checked off? Which below, is NOT one of the steps?

<p>Create the form for them by upload the document. (D)</p> Signup and view all the answers

In the Contract Management process, after the Next AE Manager discusses contract next steps, which of the following actions will take place?

<p>HRBF arranges any Position evaluations (C)</p> Signup and view all the answers

What is the first step in Off-Cycle Salary adjustment?

<p>HRBF initiaties Off-Cycle Salary Adjustment. (C)</p> Signup and view all the answers

During a promotion process review that involves people on the racing ops side, what steps are required?

<p>Normal processing unless specified otherwise. (A)</p> Signup and view all the answers

Which scenario requires the Employee to be present in all communications for Probation?

<p>Notifying final approval. (B)</p> Signup and view all the answers

What is the default action when resubmitting a Probation Extension / Failed request?

<p>Completed (C)</p> Signup and view all the answers

When should an HRBF initiate steps like 'maintain additional portlets' under Job Data Change?

<p>When a specific circumstance, not typically HR-driven, requires changes. (C)</p> Signup and view all the answers

According to the RACI matrix, what are the roles involved in the 'Submit and review the contract renewal / extension / end request' step within Probation Management?

<p>Direct Manager and HRBF (C)</p> Signup and view all the answers

What happens if an effective start date is chosen?

<p>The request is set for review. (A)</p> Signup and view all the answers

What is the correct sequence of data validation actions during 'Mass Change via Mass Upload' in Pegasus?

<p>Download Template for specific entity -&gt; Fill in the mass upload template -&gt; Validate import file data for mass upload (C)</p> Signup and view all the answers

In the context of contract management, what is conversion?

<p>Term + Rehire (A)</p> Signup and view all the answers

When creating the template?

<p>Employee must be known for upload of data (D)</p> Signup and view all the answers

When setting up a new job, what is an important step?

<p>Set job data. (C)</p> Signup and view all the answers

Under what conditions might you select 'Update' and not 'Approved?'

<p>You may need to check more data and need approval. (B)</p> Signup and view all the answers

Flashcards

Employee Central

SAP SuccessFactors module for core HR data management.

Personnel Management

Managing employee's work history and personal data.

Probation Management

The process of assessing an new employee’s performance and suitability for a role.

Submit Probation

Extending or failing a new employee’s term.

Signup and view all the flashcards

Receive Probation

Accessing the probation update task.

Signup and view all the flashcards

The default action in probation requests

The system will initiate.

Signup and view all the flashcards

Promotion Management

The process of elevating an employee's position with increased responsibility and compensation.

Signup and view all the flashcards

Transfer Management

Moving an worker into another department or division.

Signup and view all the flashcards

Contract Management

Refers to overseeing employee agreements.

Signup and view all the flashcards

Salary Adjustment

Altering an employee's earnings off-cycle.

Signup and view all the flashcards

Termination Management

Managing an employee's departure from a company.

Signup and view all the flashcards

Resignation Withdrawal

Reversing an employee's resignation.

Signup and view all the flashcards

Disciplinary Tracking

Actions relating to an individual's responsibilities and conduct.

Signup and view all the flashcards

Work Injury Management

Adjustments for accidents and damages.

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One Time Payment

Granting one-time payments to workers.

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Time Management

Tracking absence and time.

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Study Notes

  • Pegasus is powered by SAP SuccessFactors
  • Personnel Management
  • Contract Management (Renew / Extend / End)
  • Receive Notification
  • Propose Contract
  • Post Job Requisition

Ground Rules

  • Active Listening
  • Mute your phone
  • No Email
  • Active Participation

Pegasus Hire to Retire Lifecycle

  • Employee Central includes Recruiting and Onboarding systems
  • Foundation Management involves maintaining organization structure, jobs, positions, and locations
  • Job Requisition involves creating, approving, and posting job requisitions, as well as managing evergreen job requisitions
  • Sourcing and Application involves internal and external applicants, managing employee referrals and agency sourcing, talent acquisition events, passive candidate sourcing and talent pools
  • Screening and Interview includes screening and assessing candidates, managing interview scheduling and interviewing, also performing pre-hire due diligence
  • Offer and Rejection involves preparing rejections, rescinding offers, and managing job requisitions
  • Onboarding covers pre-boarding, day 1 activities, and managing the first 90 days
  • Crossboarding manages crossboarding processes

Personnel Management

  • Includes hiring, rehiring, probation, promotion, demotion, transfer, and contract management
  • Also covers suspension, job data changes, salary adjustments, secondments, termination, and employee data management
  • Benefits Management includes managing benefit enrollments and life event changes
  • Time Management includes managing leave requests and absences

HRBF Processes

  • Processes covered in today's training

Probation Management

  • Receiving probation management requests and aligning on actions.
  • Submitting and reviewing requests for contract renewal, extension or end.
  • Approving probation requests.
  • Notifying employees of probation completion, and communicating the outcome
  • Finalizing the probation request.
  • Generating probation extension letters, and automatically initiating involuntary termination processes.
  • HRBF is involved in receiving requests, submitting & reviewing contracts, and approving probation.

Probation Management Process

  • Starts with a notification before probation end date
  • Pending approvals are available on Pegasus homepage
  • Complete details are available via probation status updates
  • Update probation status, justifications, and end date
  • Approve or send back to correct or resubmit
  • Completed probation triggers final approval after manager review

Resubmitting Probation

  • Default action is completed
  • Review comments from manager
  • Click update to change probation status to Extended or failed

Resubmit Probation Extended

  • Maintain the probation end date to extend probation
  • Probation status changes to extended automatically
  • Provide Justifications
  • Click save if details are correct
  • Click submit if details are correct

Resubmit Probation Failed

  • Change the probation status
  • Provide justifications if any
  • Click save if details are correct
  • Click submit if information is correct

Promotion Management RACI

  • HRBF initiates promotion and aligns with stakeholders.
  • HRBF handles position requests if required and prepares executive promotion packages.
  • HRSS and EM Team arrange CEO or Professional Interviews.
  • HRSS receives job information requests and arranges security.

Promotion Process

  • Requires coordination between HRBF, Next AE Manager, Reward Team and Approvers
  • Email notification sent upon SDA (Single Data Approval)
  • Pegasus Homepage provides each item under Approvals
  • Promotion or Promotion Within Division can be selected to provide full details
  • Data Changes are then checked for any modifications, like leave entitlements or pension info.

Initiating a Promotion

  • Search employee
  • Choose Actions and "Change Job and Compensation Info" in People Profile
  • Request new job information and effective date
  • Change the position, pay grade and relevant salary

Approvals Matrix

  • All approvers are to be the in - role

Submit Promotion

  • Maintain the Cost Centre related data for specific payments

Transfer Management

  • RACI involves Direct Managers, HRBF, Checkers, Signers, and HRSS.
  • Direct Manager initiates transfer
  • HRBF aligns transfer
  • Checker verifies contract details

Transfer Management Process

  • Initiate Voluntary Termination or Rehire
  • Create and Maintain a Position
  • Update Position and Salary
  • Email notifications

Transfer and Update Details

  • Search the employee and choose Change Job and Compensation Info
  • Select new job information and effective date
  • Edit the cost centre for different payment allocation

Contract Management

  • Initiated through quick actions
  • Can end
  • Extend or maintain certain contracts
  • HR reviews, aligns, and approves with other managers

Contract Management Action Matrix

  • Next AE Manager or HRBF end the contract.
  • The next AE manager or HRBF extends the contract.

Contract Management RACI (Roles and Responsibilities)

  • Next AE Manager manages requests for the contract, manages request & aligns with actions.
  • HRBF evaluates positions when required and prepares executive requests.
  • Next AE Manager submits and reviews contract renewal/extension/end request
  • Contract completion includes updating job details and contract details, and signing off.

The Contract Management Process has Key Steps Including:

  • Notifications: Contract Managers and HR receives automated notifications before contract expires.
  • Proposal: Review contract details and update (extra pay); submit for approval.
  • Approval: Different management levels review the request.
  • Completion: Monitor data updates to confirm accuracy.

Contract - Re-employment

  • HRBF: Request for: Offline approval (for cross department re-employment); Submit re-employment request
  • Process Responsibilities -Next AE Manager communicates the outcome; and finalizes the reemployment request

Manage Contract Information

  • System automatically assigns
  • Actions require attention
  • HR, or relevant person then reviews information

Manage and Review Contracts

  • You can accept (if details are correct), request changes, or withdraw applications
  • You can also upload a new document or attachment

Job Data Change- Responsibility / Accountability

  • Job data change involves initiating changes, evaluating, making changes, generating reports, validating changes, and checking contract details
  • Checker checks the contract details and manages contract rejection -Responsibility is divided between HRBF, SF Admin, DM,checker, OG&I and HRSS personnel.

Data Changes

  • Initiated to validate data change from people profile

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