One of my longest-running project engagements, for a world top 10 university based in central London, is a great example of how projects can evolve with a client’s changing needs. I started working on this project in March 2018 creating CoreHR training documents – the Payroll, HR and Recruitment system being implemented.
This new system allowed the university to integrate their HR personnel files with their payroll system, ensuring all employees are paid the right amount every time. It also takes into account one-off payment adjustments, such as an allowance or season ticket loan, that are added to an employee’s HR record. Another benefit was allowing the entire university to move to paperless payslips.
After completing extensive step-by-step reference guides for each workstream, the documents were further customised to meet the needs of individual teams. Personalising training materials in this way showed the users that time and work had been invested in supporting their transition to the new system, and included the functions uniquely carried out by that team. Likewise, the HR and Payroll training sessions were broken down to cover the most relevant processes for each audience. The delegate feedback collected demonstrated that they were happy to receive a customised training experience, specifically appreciating the realistic examples used.
The client then engaged Optimum once again to support the rollout of the ESS (Employee Self Service) platform, Core Portal. Wanting a light touch but engaging way of providing training to employees across the university, Optimum developed a series of short, instructional passive videos and quick cards. These were then adapted into Core Portal’s split-screen Help feature. Instead of users having to navigate a complicated help Wiki, or reading through a lengthy document, they can just click the Help icon. The split-screen feature shows help personalised to the page the employee is viewing, and offers the relevant video or quick card created by Optimum.
Overall, this CoreHR training project has been a rewarding engagement that has supported a large university seamlessly implementing new and improved business systems, to meet its employees’ needs.