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HCM Snapshot: Forms/Transaction pages

Hiring, paying and managing CU employees using CU’s online tools is about to get a whole lot easier and much more collaborative.

This fall, CU is eliminating a good chunk of the data entry managers, departments and supervisors do by introducing simplified transaction pages in Human Capital Management, the replacement for its current Human Resources Management System (HRMS). By forgoing today’s multi-step transaction process, users can take advantage of a tool that consolidates dozens of previously separate actions into one comprehensive page.

A manager who is promoting an employee, for example, will be able to open a transaction page to request a position, pay rate and any other necessary change in one place versus several. This new feature also eliminates the need to add rows, a frequently used feature in the HRMS.

Other reasons we think users will love HCM’s transaction pages:

  • Transaction pages use smart logic, meaning relevant items appear on the screen based on the selections you make within a page as you work.
  • Users will see only what’s necessary to their role(s), so they’ll never have to worry about entering data into a field they should not.
  • HCM’s streamlined approval process will help ensure that requests are communicated and reviewed quickly and efficiently. Once a user submits a transaction page request, it will be directly routed to a pre-determined list of approvers—generally no more than three—who will be the only people with access to the request until they approve or reject it.
  • During this approval waiting period, requestors, reviewers and approvers can offer more detail about requests by modifying and attaching relevant items to the submission, and sending one another notes about the request.
  • Users can access HCM’s Lifecycle Viewer feature to track the transaction’s status as well as a detailed history of who has taken action on it and when.



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