A-Z PeopleXD guidance

• Absences (HR viewing/recording on behalf of manager)
• Academic recruitment, see Prepare and authorise a vacancy for advertising
• Academic staff listing (white book) UDF
• Academic subjects taught and/or researched - overview/further details
• Academic titles
• Additional directory information
• Address, add/change
• Advert text - create and format
• Advertising vacancies
• Allowances:
  • Add and manage allowances
  • Approve/reject salaries and allowances
• Annual leave (actions for new appointments/view leave balance)
• Annual reviews
• Appointing: 
  • Appointing online applicants (existing and new staff) 
  • Appointing non-online applicants (existing/new staff, non-employees and direct appointments) 
  • Appointing casual workers 
• Appointment changes, see: Make appointment and salary changes
• Applicant:
  • Generate shortlisting packs and screen applicants
  • Manage a successful applicant
  • Manage Recruitment statuses and events
  • Manage unplanned recruitment events
  • Manage applicant details
  • Add a manual / college application
  • Create and track applicant emails
  • Applicant is unable to apply online, see Manage unplanned recruitment events
• Apprenticeships
  • Raising a staff request
  • Recruiting
  • Appointing
• Approve salary and allowances
• Athena SWAN guidance
• Authorise a vacancy

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• Career break, see: Unpaid leave
• Carers' leave see: Unpaid leave
• Casual payment submission spreadsheet
• Casual workers, teachers and examiners:
  • Appointing
  • Ending
• Casual Worker Data Validation Report 
• Change increment due date
• Change salary, see Make appointment and pay changes
• Close a vacancy
• Continuous service dates
• Contract change (fixed term to open-ended)
• Contract extension
• Correct appointment sequences, see: Appointment, Salary and Allowance corrections
• Correct salary and allowances, see: Appointment, Salary and Allowance corrections
• Cost allocations, see Record and manage funding
• Create a manual vacancy, see Manage unplanned recruitment events
• Create a new starter, see Appointing guidance
• Create and track applicant emails

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• EJRA UDF
• Emergency contact details, see  Add and manage personal details
• Employment history, see Track changes and correct records
• End of an apprenticeship
• Ending appointments
• Ending casual appointments
• Extend a contract
• Extend advertising duration, see Manage unplanned recruitment events

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• Generate documents in PeopleXD, see:
  • Generate documents in PeopleXD guide
  • Create or amend departmental letterheads

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• Immediately previous employment, see:
  • Add and manage personal details (PeopleXD guidance)
  • Immediately previous employment - overview/further details
• Increment due dates
• Increment history, see: Track changes and correct records
• Insight reporting (PeopleXD’s integrated reporting tool), see: Onboarding reports
• Interview panel members  - set up
• Interview schedules - set up
• IPO (Initial period of office)

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• Manage a succesful applicant
• Manage Recruitment statuses and events
• Manage unplanned recruitment events
• Manage applicant details
• Manually attach applicant to a vacancy, see Manage unplanned recruitment events
• Marie Curie staff and students - see Appointing guidance
• Maternity leave
• Mutiple positions (recruiting/appointing)

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• Onboarding overview
• Outside appointments
• Overseas working 
  • New appointment will be based overseas
  • Change of location during employment

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• Qualifications:
  • Highest qualification held
  • Academic teaching qualifications

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• Sabbaticals:
  • Update the appointment and salary.
  • Log the details via UDFs.
• Salary: 
  • Changes
  • Approve/reject salaries and allowances
  • Salary history, see: Track changes and correct records
  • Salary increment history,  see: Track changes and correct records
• Screen applicants
• Secondments
• Shared parental leave
• Shortlisting packs - generate
• Sick leave
• Special leave
• Staff classification guide
  • overview/further details
• Staff requests, see Create and approve staff requests
• Staff Request and Contract Decision tool
• Successful applicant
• System navigation

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• UDFs:
  • Add and manage UDFs guide
  • Individual UDFs: detailed guidance
  • UDFs required for a new starter
• Underfills, see Appointing guidance
• Unplanned recruitment events
• Update name/ address/ bank/ emergency contact details

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• Whatfix
• Workforce Management
  • Actions for new appointments
  • Changing hours
  • HR recording leave and absence 
• Work groups (guidance), also see Make appointment and salary changes (to make an update)
• Work schedule
• Working overseas

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