PeopleSoft Admissions Training

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PeopleSoft Admissions Training

• Roz Bolger
• Emory University
• HESIG March 2000

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Caveats

• Tailor to your office, legacy system
• Personalities of trainer and trainees
• Evolves (training plan)
• Know your crowd
• support staff
• professional/counseling staff
• No consultant help
• I made all this up

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Training Timeline

• Phase I Intro Session Sept. 1, 1998
• Phase II Group leaders Sept. 5, 1998
• Phase III Individual Sessions April - July 1999
• Phase IV Group Sessions June 3-4, 1999
• (Individual Sessions Continue on their own)
• Phase V Group Sessions June 29-30
• GO LIVE July 12, 1999
• Continued support following go-live

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Theory vs. Practice

• Ideology has to proceed logistics
• Much easier when theyre on your side
• Without buy-in, your manual is useless
• Once theyve bought in, they need consistency and
  organization

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Theory

• Why PS, message from the top
• Buy-in, evolving with their help
• Attitude towards system and me (surveys)
• Job responsibilities not changing
• Support for their learning style/speed
• Morale

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Practice

• Training Plan (working document)
• Team leaders (aha, more buy in)
• Lots of practice and time (low pressure)
• Individual sessions comfort
• mouse vs. keyboard
• Do not overload! Brains will freeze.
• Group sessions later, where the real training
  happens (fooled em)

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Training Timing

• Initial heads up
• Momentum leading right up to go live
• Most mods finished
• Black out vacations?

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Individual Sessions

• Once a week in training room
• Began with prospects and worked up
• Learning style
• Repetition
• Reinforcement
• Practice taking phone calls (front door/new order)

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Group Sessions

• Separated by task
• Overview of entire process
• Bingo! (Prizes for all)
• Telephone training
• Subtle competition

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Training Logistics/Resources

• Tutorial (?)
• Favorites!
• Sometimes taken for granted fight!
• Training database, oper. IDs
• Training space (individual and group) machines
• Incentives (the thought does count)
• along the way at the end

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Who should be the trainer?

• Functional, in-house
• Team would be ideal (group sessions)
• This is main responsibility
• Technologically savvy
• Teaching instincts, patience
• Liked at least, loved at best
• Get this person involved ASAP

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Tips

• Respect the adult learner
• control
• learn by examples
• learning styles
• Be realistic about buy-in
• Give them choices
• Give them credit

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More tips

• Helping each other
• Think like the computer
• Little catch phrases, old lingo
• Example of what to work up to (speed)
• Favorites

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Problems/Issues

• Attitude about change
• More work, more time
• Slow learners
• Thats a training issue
• Changing software, mods
• Rumors (people talk)
• Making it up as I went along

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Manual

• Takes longer than you think (send help!)
• Consistent and exhaustive
• Icons, screen shots
• Test drive it with someone neutral
• Let trainees contribute where appropriate
• Code sheets

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Icons, screen shots, etc.
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Training Timeline

• Phase I Intro Session Sept. 1, 1998
• Phase II Group leaders Sept. 5, 1998
• Phase III Individual Sessions April - July 1999
• Phase IV Group Sessions June 3-4, 1999
• (Individual Sessions Continue on their own)
• Phase V Group Sessions June 29-30
• GO LIVE July 12, 1999
• Continued support following go-live

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Would I change a thing?

• More time for manual
• More manual pilfering
• More advance thought about training rooms and
  timing with tech support
• More incentives (on all levels)

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Training Counselors

• More techno savvy/intuitive
• More understanding
• More view-only, less entry
• Process Guide
• Prize for training

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Celebrate!

• Important to have some sort of thank-you gesture
  (breakfast, lunch)
• Explore bonuses/vacation
• Should be from the top
• Continue support

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Happy Training!

• Roz Bolger
• Emory University Office of Admission
• rbolger_at_emory.edu
• 404.727.6036