JDXpert - UIUC Training Modules
This article contains the three training modules that are required to be completed to receive access to JDXpert. Please read the text thoroughly and watch all videos.
Module 1: JDXpert Overview
Purpose
JDXpert is intended to be the starting point for any process potentially requiring a job description (or parallel information).
Functions in JDXpert include:
- Job Description creation/revision
- Job description audits, appoints changes, pay change requests, vacancies and refilling positions
- Ad hoc budget approval (Hiring Request Form)
- Employee job description acknowledgments
System Overview - Key Features
- Accessed through Single Sign On
- Job description library - taking collaboration to a whole new level
- Electronic job description acknowledgments
- Initiated by IHR, sent to new employee via email
- Stored and viewable in system
- Workflows
- Guided Process
- Includes set approval, as well as ability to set ad hoc reviews
- Workflows can be based upon job descriptions found in the library - fields will come pre-populated to the workflow
- Integrations - user records and select fields updated from Banner
System Overview - User Types
- Employee - basic user type, accesses the system to view and acknowledge job description
- Department HR User
- Workflow initiators in departments and colleges on campus
- Access to workflows, job description library, and history of previously initiated workflows
- Central HR User
- Same access as Department HR User, plus some additional access to view and troubleshoot user issues
- System Admin - highest access level for HRIS team to support system
Training Videos - System Overview
Please click on the links below to watch a series of videos that dive deeper into the navigation of the JDXpert Home Page
JDXpert Home Page Origination
Job Description Library
My Job Tasks
Module 2: JDXpert Workflow Initiation
In this module, you will learn about the following:
- Key features of workflows in JDXpert
- How to start a workflow
- How to choose a workflow and define workflow approvers
- How to access your unit's shared group account (impersonations)
- Impersonations can also be utilized by surrogates who have been designated by senior administrators, and others, to approve workflows on their behalf
- If you would like to utilize a shared group email in JDXpert, or need the ability to act as a surrogate approver, please contact ihr-hris@illinois.edu
Workflow Overview - Key Features
- Workflows are a guided, self-contained method to complete job descriptions for staff hiring, promotions, and periodic review. Faculty hiring and promotion requests are also in JDXpert.
- Includes set approval, as well as ability to set ad hoc reviewers
- Workflows can be based upon job descriptions found in the library - fields will come pre-populated to the workflow
- Salary approval for offers which currently receive a central HR review will be obtained during the workflow approval, eliminating the need to request salary approval at time of offer
- Hiring request form is now an intrinsic part of the JDXpert workflow, if needed, rather than a stand-alone form
Training Videos - Workflow Overview
Starting a Workflow
Choosing a workflow and defining approvers
How to access group mail boxes (impersonations)
Module 3: JDXpert Workflow Overview
In this module, you will learn about the following:
- How to navigate the workflow screen
- Key features of the workflow screen
- The different tabs involved in completing a workflow
- Note: not all tabs are used in every workflow
- How to approve and reject workflows