Service delivery update includes local vs. specialist duties

An email update on improved service delivery (ISD) progress landed in employee inboxes today. Leaders still are assembling 10 ISD teams of human resources and finance specialists assigned to serve colleges, departments and offices. About 67 percent of the estimated 130 finance and 56 HR positions have been filled.

ISD leaders also drafted an overview of high-volume HR and finance work done by ISD teams versus local staff. Links to the informational charts are included in the email and on WorkCyte's ISD website.

Examples of finance and HR work that will remain local include:

  • Determining position vacancies, needs and responsibilities
  • Coordinating logistics for faculty and staff searches
  • Managing employee performance and leave requests
  • Processing undergraduate and graduate student hires
  • Preparing unit budgets and identifying funding sources
  • Approving and denying financial/accounting transactions
  • Providing necessary data from local (non-Workday) systems

Work done by service teams include:

  • Assisting with staff recruitment and hiring, including job posting, screening and negotiating
  • Processing job changes, such as hires, transfers and promotions
  • Facilitating post-doc hiring
  • Preparing financial reports and providing recommendations
  • Reviewing and reconciling financial/accounting transactions, including worktags, billing and purchases
  • Booking travel (including advances) and preparing/reviewing travel expense reports
  • Managing and reviewing post-award grant finances, including budget amendments, corrections, effort certification and changes

Some responsibilities will be shared and can be done by local staff or service team specialists. Examples include:

  • Collaborating on staff career development, performance review processes and improvement plans
  • Determining appropriate compensation/pay for new hires and promotions
  • Purchasing (cyBUY, central stores, chemistry stores and non-catalog orders)
  • Receiving and returning goods
  • Using a purchasing card (P-Card)

More details are being developed to distinguish between the two roles.