Instructions
Planning
- A major redesign! Significant changes include:
- A new user interface ("look and feel") for all activities within Planning
- Planning Roster (now called the "List" page) now focuses your view on the positions with active planned changes (by default)
- Enhanced sorting and filtering of this list
- New Planning Detail page that removes the left column, relocates the center column to the header, and focus your attention on the planned changes (formerly the right column)
- Dashboard and Plan Comments are now accessible from buttons in the header of the List page
- Adding a New Hire planned change now takes fewer steps (no need to add a Planning Position first)
- All data remains the same (both active and reconciled planned changes have been copied over)
- A new button (in the List page's header) to view departmental summary reports in Tableau
- All Planning users now have access to a new activity hub called Faculty Roster. This is where you can find your definitive faculty list, updated from HR daily.
See the Tip Sheet for a visual summary of the changes.
We'll be using our weekly Meridian Office Hours for a demo/preview of the changes, starting September 9th (and continuing through 9/23):
https://bluejeans.com/8330027720
Wednesdays, 2-3pm
Here is the recording of the first session: https://bluejeans.com/s/NGj5lM_N6cq (use your Level 1 login, or you may need to already have been recently logged in elsewhere to Level 1)