Winthrop University: Instructions for HR Portal - PeopleAdmin

Instructions for HR Portal - PeopleAdmin

Winthrop University’s Human Resources Division launched an online portal in 2020 that automates these four program modules to create an easy-to-use system for supervisors and staff:

  • The process for collaborating with HR to modify and update position descriptions;
  • All parts of the Staff performance management process to be configured and completed online;
  • The way newly hired FTE employees receive required forms, (allowing access for all and completion of some electronically), as well as the ability to read and review important information on available benefits and applicable policies online (eliminating the need for in person new hire orientations); and
  • The hiring process for FTE positions and temporary jobs posted by HR

How do I Log into the HR Portal?

    • Go to Wingspan (see this screenshot)
      • On the HOME tab in the EMPLOYEE TOOLS section, select the "Performance Management" link to access performance reviews.
        • You may or may not see this screen and have to provide your WU login credentials a second time.(same as when you log in to a campus computer - include winthrop.edu in your user name)
      • On the HOME tab in the EMPLOYEE TOOLS section, select the "PeopleAdmin (ATS/PosnMgmt)" link for functions relating to hiring and management of position descriptions.
        • For screening and hiring of FTE staff positions and temporary jobs posted by HR, select the ellipsis in the top left corner to access the Applicant Tracking Module
        • For review of and revisions to a Position Description, use the ellipsis in the top left corner to access the Position Management Module
        • For New Hire Onboarding forms select Employee Records

**If the initial location that you access in People Admin is the Employee Records module, you may need to click the cube in the upper right-corner and select HigherEd Platform in order to access the ellipsis, then proceed as directed in the above section to access the desired module.

FAQs

    How do I access the Applicant Tracking System (ATS)?

    • Go to Wingspan (see this screenshot)
      • On the HOME tab in the EMPLOYEE TOOLS section, select the "PeopleAdmin (ATS/PosnMgmt)" link
      • You may or may not see this screen and have to provide your WU login credentials a second time.(same as when you log in to a campus computer - include winthrop.edu in your user name)
      • Next you will be taken to the Home Screen of PeopleAdmin**
        • On left corner, right click on the eclipsis (three blue periods). A drop down menu will appear
        • For functions related to the screening and hiring of FTE staff positions and temporary jobs posted by HR select "Applicant Tracking System

    Beginning March 2020 all Human Resources new hire orientations will be provided as an online experience, rather than an in-person session.  Information such as: instructions for online completion of forms, viewing of informational videos and downloading of certain paper forms will be emailed to the email address provided during the hiring process for all new hires in a FTE position.  While access to these onboarding tasks are generally provided to the assigned employee prior to their first day of work, Human Resources requests that supervisors allow time during the employee’s first few days of work to complete all portions of the task lists.  The onboarding tasks include request for a Winthrop email address and WIN access, parking permit instructions, application for Winthrop ID card, explanations of benefits and information on retirement options.  

    For temporary employees moving to an FTE position and temporary employees who are newly eligible for benefits (averaging 30 or more hours/week in their new work assignment) the appropriate onboarding instructions will be emailed to the employee’s existing Winthrop email address.  The initial paper forms for all newly hired temporary employees (I-9s, W-4, direct deposit form, request for a Winthrop email address and WIN access, etc.) will continue to be handled by the hiring department as in the past. 

    If you have any questions concerning online onboarding, please contact hrhelp@winthrop.edu or call (803)323-2273 and ask for a Benefits Administrator.

    The performance of Winthrop staff is evaluated according to the Employee Performance Management System ( EPMS Policy).  On January 1, 2020, Winthrop began using a new online system for the completion of EPMS (annual, probationary, trial and short year reviews) which may be accessed in Wingspan on the Employee Details tab by selecting “Position/Performance Management.” As such, supervisors are required to create a plan (formerly referred to as a planning stage document) in the online portal location. Additional information and instructions for completing EPMS in the Employee Management System “Performance Management (PeopleAdmin)” can be found below.

      Printable Instructions

        Sign in to Wingspan. In the Employee Tools section, select the "Performance Management" link.
        If you see this screen, login with your full Winthrop network credentials.
        Login

        This will bring you to the landing page for performance appraisal where it will display Action Items.
        ActionItems

        From the Action Items list (on the Home tab), click the Item name to take action on any pending tasks.
        ActionItems

        The Performance menu will show review history, and the Progress Notes allow for entries to log throughout the year that can be used for your review.

        From the Action Items list, click the review Item name on the list.
        ActionItemPending
        All reviews have several steps or tasks. Green colored tasks are complete and Orange colored tasks are pending. Click the task named "Acknowledge Plan" to access the detailed step.
        AckPlanHeading
        Review all information on the plan for accuracy. When finished reviewing, you may add comments, and then click one of the buttons at the bottom to Return to the plan to your supervisor for possible modification, or Acknowledge your agreement, or Dispute the information.
        AckPlanButton

        Open the current review from either the Action Items or My Revieww section. Click on the task labeled "Employee Completes Self Evaluation". Add comments in each tab for job functions, performance characteristics, goals, and overall performance. If goals are identified, they will need to be marked with the status of completion. When all areas are completed, click the Complete button at the bottom right of the screen. You can save as draft throughout the process and return as needed to complete the step.

        Open the current review from either the Action Items or My Reviews section. Click on the task labeled "Employee Acknowledges Evaluation".
        Review the ratings and comments supplied for each item in your review. This information was also provided to you during your one-on-one meeting with your supervisor.
        Add comments in the Overall Performance section if desired, and click the blue button to Acknowledge the review.

       #  Step Description Open Date Due Date
       1   Supervisor Creates the Plan 4/1/2022 5/31/2022
       2  Employee Acknowledges the Plan 4/1/2022 6/30/2022
       3  Supervisor Creates Evaluation 1/02/2023 3/31/2023
       4  Reviewing Officer Approval 1/02/2023 3/31/2023
       5  Supervisor/Employee Evaluation Meeting 1/02/2023 3/31/2023
       6  Employee Completes Self Evaluation (if assigned) 1/02/2023 3/31/2023
       7  Employee Acknowledges Evaluation 1/02/2023 3/31/2023

    Powerpoint from Supervisor Trainings on Performance Mgmt (3.6m pptx)

    Printable Performance Characteristic List for Section 1B of the Plan
    Online Performance Characteristic List

Last Updated: 7/13/22