PageUp

Training Sessions to learn about the PageUp applicant tracking system are available.  Sign up here.

Login and Navigation

Logging into PageUp
  1. Go to: http://miamioh.pageuppeople.com/ and you will be directed to the MUnet Login screen. PageUp is part of Miami's single sign-on service, so you will log in with your Miami UniqueID and MUnet password. You may be prompted with a DUO request.
    a. If you are unable to login, please contact Human Resources or Academic Personnel.

Note: For best results, do not use the back arrow when navigating in PageUp. Instead, select the PageUp logo (located in upper left-hand corner) to return to Dashboard.

  1. My Dashboard will display with navigational tiles/boxes.
  2. Click on the hamburger menu in the upper left-hand corner of the page to request new postings (new job), access open postings, and review applicants. You can also access jobs, postings and applicants from tiles on your dashboard or the blue banner across the top of the page.

Glossary of Terms and Helpful Hints

Glossary of Terms and Helpful Hints for PageUp Applicant Tracking System (Only applies to administrative website)

My Dashboard: Where you land after logging into PageUp.

Hamburger Menu: Upper-left-hand side. Navigation tool to select functions to perform.

Permission: Indicates what one can do (assigned by HR/Academic Personnel) based on that person's level of responsibility.

Team: Team indicates what one can see. Primary Team equals primary department. Specific users will be on multiple teams as needed i.e. VP will have all departments or units in their Division; Dean will have all departments or units in the division.

Job: Postings that have been initiated and are viewable to your team.

New Job (Posting a Job): Starting a job in PageUp to request approval for a search; after all approvals, this will trigger the opening, posting and advertising of the position. (This is a fill vacant only.)

Job Card: Collects all information to post a job.

Blue Box: Contains specific position information from Banner.

Posting: Job that is approved and advertised.

Offer Card: Employment Recommendation.

Starting a Job from a Job Template

This guide demonstrates the process of requesting to fill all vacant classified, faculty, and student positions as well as temporary unclassified positions in PageUp. It will cover the start of the process from selecting the position and template up to launching the Job Card approval queue. This process will not create a new budget position number.

New Job

  1. Log in and click the hamburger menu.
  2. From this menu, click on New Job.
  3. Once on the Job Template screen, position numbers should not be typed directly into the box. Search for the appropriate position number by selecting the binoculars next to the box labeled 1. Position. Search for the position by title or number and choose Select to the right of the number.
    1. After the position number is populated, the position title will automatically replace the number. Position information will be available by clicking the downward facing arrow in the blue box. You can remove the position by selecting the eraser symbol to the right of the box.
  4. Select the position Template in the box labeled 2. Template. Do not select No Template.
    1. Type any letter to quickly navigate to templates that start with that letter.
    2. The preview shows information in the template.
  5. After the position and template are selected, click Next.

The Job Card

  1. After clicking Next, you will be taken to the Job Card.
    1. Much of the information will automatically fill in from the template and the budget position number, however, there will be blanks that need to be filled. Any selection marked with an asterisk is required and must be completed.
  2. Position management is where you indicate the number of vacancies you want to fill. If recruiting for multiple positions from the same posting, enter the number of positions in the replacement box and select add more. This will add more positions to recruit to within PageUp.
    1. Add the same budget position number to the blank fields for pooled positions.
    2. Add unique budget position numbers to the blank fields for continuing positions.
  3. The Job Details section contains information about the position.
    1. Any selections marked with an asterisk must be filled in. These selections can be edited during the approval process.
    2. Information that is already filled comes from the Job Template. Customize faculty, student, and temporary unclassified positions by editing these fields.
    3. Any edits you make to this information are subject to final approval by HR/Academic Personnel.
  4. The Budget Details section contains information about the position's budget.
    1. The Band Zone information comes from the Job Template.
    2. Pay Range fields must be entered for faculty and unclassified positions.
    3. All Budget Details can be edited during the approval process.
  5. Add the search committee chair by typing their name into the box and pressing enter or add the search committee chair by selecting the magnifying glass. Type their name into the box and press Search. When the name appears, click on the name (it will highlight in green), then scroll to the bottom and click on Okay.
  6. To add search committee members, click add search committee members.  A new screen will open where you can search for members by first name, last name, or team. Add them to the committee by selecting the add button to the right of their name. Multiple members can be added at one time.
  7. If this is a tenure-track/tenured faculty position, add the search committee chair to the Choose search committee chair for faculty on-campus interview box in the same way that they were added as search committee chair above.
  8. The Posting Details section contains the details that will be posted on the Job site.
    1. The recruitment process should match the position type (Student, Faculty, or Staff). All temporary positions should select Temporary/Faculty Staff.
    2. If you choose to advertise the salary here, the salary range provided in the Budget Details section will display in the posting.
    3. Boxes should be checked for all external advertising services to be used.
    4. If using Miami's advertising agency, indicate the index code to be charged.
    5. List required documents to be uploaded by applicants in the Special Instructions and Required Documents for Applicants. Documents listed here may include resume or cover letter.
    6. A job location must be selected.Typically this matches the campus location.
    7. There must be an advertising summary, which flows in from the template.
  9. The final section of the Job Card is Users and Approvals.
    1. Department Representative (back-up) should be filled with the name of the individual responsible for assisting when the Department Representative (primary) is out of the office.  Department Representative (primary) will always default to the user who starts the Job Card. This name can be changed if an alternative user is starting the process for the job owner.  
    2. The Approval process should match the position type or specific approval levels needed for this request.
    3. Add user names to the approval queue as appropriate.
      1. Level 1 is the department representative and should match the department representative listed above.
      2. Human resources should always be entered as Employment. Academic Personnel will be Taylor Kwalton for staff positions in academic units and Beth Matix for faculty positions. For student positions, enter either Becca Mauller or Alicia Gibson.
      3. OEEO should always be entered as OEEO.
      4. Budget will be the University Budget Office staff member responsible for these positions.
    4. The HR/Academic Department Representative will be the area (Student Employment, Employment, or Taylor Kwalton for staff positions in academic units and Beth Matix for faculty positions) responsible for this position.
  10. Job Status should always be filled as Pending Approval.
  11. Once all information is complete, select Save and Exit. If the department representative is the individual saving the form, no additional approval is required at that level.
The Job Card is now being sent through the approval process. Once fully approved, the department representative will receive an email confirmation and a HR/Academic Personnel Generalist will post the vacancy.

Starting a Job from a Position Description

This guide demonstrates the process of requesting to fill a vacant continuing, unclassified position in PageUp. It will cover the start of the process from selecting the position description up to launching the Job Card approval queue. This process will not create a new budget position number.

New Job

  1. To begin the process, log in and click the hamburger menu.
  2. From this menu, click on Manage Position Descriptions and Create a New Requisition. Due to system permissions, your menu may appear different. However, the Manage Position Descriptions and Create a New Requisition selection will always be available to request a new posting.
  3. Once on the Position Description screen, search for the appropriate description by entering the budget position number in Budget Position Number and selecting Search. Select Recruit for Position to the right of the number.

The Job Card

  1. After clicking Recruit for Position, you will be taken to the Job Card.
    1. Much of the information will automatically fill in from the template and the budget position number; however, there will be blanks that need to be filled. Any selection marked with an asterisk is required and must be completed.
    2. After the position number is populated in any Job Card, the position title will automatically replace the number. Position information will be available by clicking the downward facing arrow in the blue box.
  2. Position management is where you indicate the number of vacancies you want to fill. If recruiting for multiple positions from the same posting, enter the number of positions in the replacement box and select add more. This will add more positions to recruit to within PageUp.
    1. Add the same budget position number to the blank fields for pooled positions.
    2. Add unique budget position numbers to the blank fields for continuing positions.
  3. The Job Details section contains information about the position.
    1. Any selections marked with an asterisk must be filled in. These selections can be edited during the approval process.
    2. Information that is already filled comes from the Position Description. Customize positions by editing these fields.
    3. Any edits you make to this information are subject to final approval by HR/Academic Personnel.
  4. The Budget Details section contains information about the position's budget.
    1. The Band/Zone information comes from the Job Template.
    2. Pay Range fields must be entered for faculty and unclassified positions.
    3. All Budget Details can be edited during the approval process.
  5. Add the search committee chair by typing their name into the box and pressing enter or add the search committee chair by selecting the magnifying glass. Type their name into the box and press Search. When the name appears, click on the name (it will highlight in green), then scroll to the bottom and click on Okay.
  6. To add search committee members, click add search committee members. A new screen will open where you can search for members by first name, last name, or team. Add them to the committee by selecting the add button to the right of their name. Multiple members can be added at one time.
  7. If this is a tenure track or tenured faculty position, add the search committee chair to the Choose search committee chair for faculty on-campus interview box in the same way that they were added as search committee chair above.
  8. The Posting Details section contains the details that will be posted on the Job site.
    1. The recruitment process should match the position type (Student, Faculty, or Staff). All temporary positions should select Temporary Faculty/Staff.
    2. If you choose to advertise the salary here, the salary range provided in the Budget Details section will display in the posting.
    3. Boxes should be checked for all external advertising services to be used.
    4. If using Miami's advertising agency, indicate the index code to be charged.
    5. List required documents to be uploaded by applicants in the Special Instructions and Required Documents for Applicants. Documents listed here may include resume or cover letter.
    6. A job location must be selected. Typically this matches the campus location.
    7. There must be an advertising summary, which flows in from the template.
  9. The final section of the Job Card is Users and Approvals.
    1. Department Rep (back-up) should be filled with the name of the individual responsible for assistaing when the Department Representative (primary) is out of the office.  Department Representative (primary) will always default to the use who starts the Job Card. This name can be changed if an alternative user is starting the process for the job owner.
    2. The Approval process should match the position type or specific approval levels needed for this request.
    3. Add user names to the approval queue as appropriate.
      1. Level 1 is the department representative and should match the department representative listed above.
      2. Human Resources should always be entered as Employment. Academic Personnel will be Taylor Kwalton for staff positions in academic units and Beth Matix for faculty positions. For student positions, enter either Rebecca Mauller or Alicia Gibson.
      3. OEEO should always be entered as OEEO.
      4. Budget will be the University Budget Office staff member responsible for these positions.
    4. The HR/Academic Personnel Representative will be the area (Student Employment, Employment or Taylor Kwalton for staff positions in academic units and Beth Matix for faculty positions) responsible for this position.
  10. Job Status field should always be filled as Pending Approval.
  11. Once all information is complete, select Save and Exit. If the department representative is the individual saving the form, no additional approval is required at that level.

The Job Card is now being sent through the approval process. Once fully approved, the department representative will receive an email confirmation and a HR/Academic Personnel Generalist will post the vacancy.

Job Card Approval

This guide is intended to demonstrate the process of reviewing and approving a Job Card in the PageUp System.The Job Card collects all information necessary to post a vacant position. It will cover the start of the process from receipt of email notification through exiting the approved Job Card.

Review and Approval Process from Email Notification

  1. All approval notifications are sent to your Miami email account. Emails will have the subject Request for Job Posting Approval.
  2. Select View Request to go to the PageUp system. The View Request link is specific to each task, so you will be taken directly to the form needing your approval.
    1. Staff and student position approvers can also approve a task by replying Approve to the email.
    2. Faculty position approvers cannot approve a task in this manner.
    3. To decline a position, you always must select View Request.
  3. Once in the Job Card, you can scroll through the information and make any necessary changes.
  4. To approve or decline a Job Card, scroll to the Users and Approvals section.
  5. You are here will display next to your name in the approval queue. You will be able to see all approvers before and after you in the approval queue.
  6. At the bottom of the page, select the most appropriate button.
    1. Select Save a Draft if you made edits and want to return to this Job Card later.
    2. Select Approve if you are ready to advance the Job Card to the next approver.
    3. Select Decline if there are issues with the Job Card.
    4. Select Cancel if you have not made any changes, and want to return to this Job Card later.
  7. After selecting the most appropriate button, sign out of PageUp by selecting your name in the blue banner at the top of your screen. Select Logout.

Review and Approval Process from PageUp Dashboard

  1. Login to PageUp http://miamioh.pageuppeople.com/
    1. You will be directed to the MUnet Login screen.  PageUp is part of Miami’s single sign-on service, so you will log in with your Miami UniqueID and MUnet password. You may be prompted with a DUO request. b. If you are unable to login, please contact Human Resources or Academic Personnel.
  2. My Dashboard will display with navigational tiles/boxes.
  3. Choose Jobs awaiting your approval in the Approvals tile.
  4. This takes you to the Manage Approvals page. Find the appropriate row for the Job Card you would like to approve and select View.
  5. Once in the Job Card, you can scroll through the information and make any necessary changes.
  6. To approve or decline a Job Card, scroll to the Users and Approvals section.
  7. You are here will display next to your name in the approval queue. You will be able to see all approvers before and after you in the approval queue.
  8. At the bottom of the page, select the most appropriate button.
    1. Select Save a Draft if you made edits and want to return to this Job Card later.
    2. Select Approve if you are ready to advance the Job Card to the next approver.
    3. Select Decline if there are issues with the Job Card.
    4. Select Cancel if you have not made any changes, and want to return to this Job Card later.
  9. After selecting the most appropriate button, sign out of PageUp by selecting your name in the blue banner at the top of your screen. Select Logout

Search Committee Process

This guide is intended to demonstrate the Search Committee Member process for accessing and reviewing applicant information.  

NOTE: For Academic Affairs, Department Chair needs to be added to Search Committee so that they can access the applicants from Search Committee Review tile on Dashboard.

Search Committee Review PageUp Dashboard

  1. Login to PageUp http://miamioh.pageuppeople.com/.
    1. You will be directed to the MUnet Login screen. PageUp is part of Miami's single sign-on service, so you will log in with your Miami UniqueID and MUnet password. You may be prompted with a DUO request.
    2. If you are unable to login, please Human Resources or Academic Personnel.
  2. My Dashboard will display with navigational tiles/boxes.
  3. Choose Jobs Requiring Search Committee Review in the Search Committee Review tile.
  4. This takes you to the My Search Committee Jobs page. Find the row for the position for which you want to review applicants and select View Applicants.
  5. The list of applicants will appear. The applicants may appear under various categories such as New, Request Letter of recommendation, Qualified, or OEEO Pool approved if the search committee has already reviewed some applicant documentation and provided information to the department representative for updating applicant status.
    1. Do not have your department representative submit applicants for OEEO pool review on a daily basis. This should be done only when the search committee believes that they have a substantial pool of applicants, and the date to begin screening applicants has passed.
  6. Select the View Resume icon to display the uploaded resume or curriculum vita. Select the View Answers icon to display the applicant's profile, responses entered on the application, and any documentation that may be attached to the application (e.g. cover letter, resume, letter of recommendation).
    1. Anything in the Question response area that contains a link (e.g. cover letter, resume, letter of recommendation) can be downloaded and opened.
    2. When reviewing applicant information, do not use the Selection Criteria Outcome drop down menu as information selected here becomes public record.
    3. Your department representative has the ability to download documentation for multiple applicants at one time. (Refer to How to Download Multiple Applicant's Documents contained within Applicant Review Process instructions).
  7. After completing review of applicants, sign out of PageUp by selecting your name in the blue banner at the top of your screen. Select Logout.

Applicant Review Process

This guide demonstrates how to access and review applicant information. This guide also demonstrates how to bulk move applicants to different statuses and how to submit qualified applicants for OEEO approval (full-time faculty and unclassified only).

How to View Applicants

  1. Department representative should be completing this action and start from PageUp Dashboard.
    1. Select Jobs in blue banner at top of screen.
    2. A list will display; select the number listed in the application column, which represents the number of applicants.
  2. There will be multiple flags in different columns based on what the applicant discloses. Hover over the flags for a description.
    1. For instance, a current Miami employee (as disclosed in application) will be marked with a yellow smiley face in the employee category.
  3. Choose View application to open applicant profile.
  4. In the Application Section, click Form. The applicant's full application including supporting documentation submitted will display. If applicant applied to different positions within your team, multiple rows may appear. You can download documents by clicking document title. You can also scroll to uploaded documents at the bottom of the application. Close window in upper right corner to return to applicant profile.
  5. Navigate to next person in the applicant pool by selecting next in lower-right-hand corner. Click Done to return to the list of applicants.
Status updates on applicants can be used to track search process. We suggest that you utilize statuses to increase reportable data.

How to Bulk Move Applicants to Different Statuses

  1. While still in applicant profile, there are three colored boxes to select from in the upper right hand corner of the window. Pick one color for each status that you are using.
    1. For instance, if applicant meets minimum qualifications, check one of the three colored boxes. If applicant does not meet minimum qualifications, check a different colored box. Colored boxes selected here will appear to the left of the applicants name in the list of all applicants. Navigate to next person in the applicant pool by selecting next in lower-right-hand corner. Click done to return to the list of applicants.
  2. When in list of applicants, choose Bulk Move from Select a Bulk Action dropdown menu located right below blue banner.
    1. Window displaying Bulk Action Status will appear.
    2. Choose appropriate status from Application Status drop down menu based on your previous color selection.
    3. Select Next. A pop-up window will display. Leave default settings and select Move Now at bottom of page. Repeat steps until all color choices are moved to new status.
  3. To submit qualified applicants to OEEO for approval, go to list of applicants, select one of the three colored boxes to the left of the qualified applicants name, make sure you check all the same color.
    1. Choose Bulk Move
    2. Bulk Action Status will appear. Select Qualified - Submit for OEEO Review.
    3. Select Next. A pop-up window will display. Leave default settings and select Move Now at bottom of page. NOTE: after submitting applicants to OEEO DO NOT change statuses.
    4. OEEO will approve the pool by changing the status from Qualified - Submit for OEEO review to Pool Approved by OEEO. Department Representative and Search Committee Chair will receive an approval email. Once pool is approved, you can resume search process.
      • Candidates can be contacted for interviews (unclassified).
      • Faculty searches can start the on-campus interview approval process.

How to Download Multiple Applicants Documents

  1. Go to list of applicants. Select one of the three colored boxes to the left of the applicants names. Make sure you check the same color.
    1. Choose Bulk Compile and Send from the Bulk Action menu.
    2. Pop-up window will display with choices for information to compile into a PDF document.
    3. Make selections and choose Create PDF at bottom of page.
    4. After documents compile, choose Download document. PDF can now be accessed for printing.

Letters of Recommendation

This guide demonstrates how to request letters of recommendation from the references provided in the application submitted by applicant.

Before this step, you should have already:

  1. Reviewed applicants’ credentials and updated their status to Qualified or Not Qualified
  2. Requested OEEO Pool Review if hiring for a continuing faculty position

How To View Applicants

  1. Department representative should be completing this action.Start from PageUp Dashboard.
    1. Select Jobs in blue banner at top of screen.
    2. A list will display; select the number listed in the application column, which represents the number of applicants.

Request Letters of Recommendation

  1. There are three colored boxes to select from on the left hand side of the window. Pick one of these colors for changing the status to Request Letter of recommendation for each applicant chosen to request letters.
    1. If you are going to request letters of recommendation for ALL of your applicants, then you can click on the drop down menu on the far left hand side of the screen before the column headings and select All pages, which will select all of the applicants.
  2. Once applicants are selected, choose Bulk Move from Select a Bulk Action dropdown menu located right below blue banner.
    1. Window displaying Bulk Action Status will appear.
    2. Choose Request Letter of recommendation from Application Status drop down menu.
    3. Select Next. A pop-up window will display. Leave default settings and select Move Now at bottom of page.
    4. Email will be sent to reference containing a link to upload the letter of recommendation. These links expire in 14 days.

Request On Campus Interviews

This guide demonstrates how to request on-campus interview approval.

NOTE: Step 1 under How to View Applicants and Steps 1 thru 3 under Request On-Campus Interview will be performed by the Department Representative.

How To View Applicants - Department Represenative

  1. Department representative should be completing this action.Start from PageUp Dashboard.
    1. Select Jobs in blue banner at top of screen.
    2. A list will display; select the number listed in the application column, which represents the number of applicants. 

Request On Campus Interview - Department Representative

  1. Select the three people that you want to short-list. There are three colored boxes to select from on the left hand side of the window.Pick one of these colors for changing the status to Request On Campus Interview Approval.
  2. Once applicants selected, choose Bulk Move from Select a Bulk Action dropdown menu located right below blue banner.
    1. Window displaying Bulk Action Status will appear.
    2. Choose Request On Campus Interview Approval from Application Status drop down menu.
    3. Select Next. A pop-up window will display.Leave default settings and select Move Now at bottom of page.
  3. Once status has been changed, assign the three applicants that need to be reviewed to the Department Chair.
    1. Select all three applicants.
    2. Choose Bulk Assign from Select a Bulk Action dropdown menu.
    3. Enter Department Chair name in User box.
    4. Select Assign button at bottom of the screen. An email will be sent to the Department Chair notifying them that applications have been assigned for their review.
  4. Department Chair, Dean/Dean Designee or Provost will go to the Applications tile on their PageUp Dashboard and click on Applicants assigned to you for review.
  5. On the My Applicants page, change status to assigned so only shows pending applications.Find the job number for which you are to review the applicants. Select View application.
  6. When you select View application, it will bring up the applicant's profile.
    1. Click View under Form. This will bring up the applicant's documentation that was submitted when completing application.
    2. For documents that were not submitted during completion of application (e.g. letters of recommendation), you will need to go under History to review. History will also hold comments from approver prior to you.
  7. After you review the documentation, select Approve or Decline in the box at the top of the applicant profile.This will open the Approve application pop up menu. Select I approve or I decline. Add comments that you would like to share with the other approvers. Click Save.
  8. After Department Chair has reviewed and ready to forward the information to the Dean for review, Department Chair selects the three dots and select Assign application. This step will need to be performed for each of the applicants assigned for review.
  9. The Assign application pop menu will display as shown in Step 3 above (in Department Representative section). Enter Dean's or Dean's Designee name in User field and then follow step 3 to send to Dean or Dean's Designee.
  10. Chair will go back to review the rest of the applicants by navigating back to step 5 and following steps 5 thru 9.
  11. Dean or Dean's Designee will follow steps 4 thru 8 above to assign the applications to the Provost Designee (Jeff Wanko) upon completion of review.
  12. The Provost's designee will review documentation by following steps 4 thru 7 above. When documentation has been reviewed for all applicants selected, the Provost's designee will send an email (through PageUp) to the Owner (Department Representative) notifying them that the applicants have been approved or declined.
    1. To send the email, select the Information icon, and then envelope beside Owner to launch Send e-mail pop up window.
    2. Enter Subject and message.In the subject, enter the job number.
    3. Type message.Make sure to list names of approved candidates in the body of the email.
    4. Click Send. Owner (Department Representative) will receive email and can notify the Search Committee that approval has been given/not given to bring applicants to campus for interview.
  13. Owner (Department Representative) will receive email from Provost Designee (Jeff Wanko) stating the short list has been approved or declined.They will notify the Search Committee Chair so that interviews can be scheduled.

Request On Campus Interviews - Overview of Steps

Note: all required materials for candidates must be in PageUp (to include three letters of reference) before submitting for review.

The review and approval process happens within PageUp.

Department Representative (typically the department admin) starts the process in PageUp.(Search committee chair will tell her/him which candidates the committee wants to bring to campus.)Follows the Steps in the Request On-Campus Interview (Department Rep) section of the instructions.

The materials of the candidates (typically three) have to be reviewed (in PageUp) by the:

  • Department Chair
  • Dean (or designee, each division should know who reviews at the dean level) and
  • Associate Provost Jeffrey Wanko (on behalf of the Provost)
Each reviewer will receive an email (from PageUp) that candidates are ready to review.The reviewer will follow the steps in the Request On-Campus Interview (Chair, Dean/Dean's Designee, Provost Designee) section of the instructions to review all the materials and to send to the next reviewer.

Note: please have the instructions available as you navigate the system.

The approve/decline screen also has a space for comments.(Note that any comments from previous reviewers/approvers are held in the history section same place as the reference letters.)

The final reviewer (at the Provosts level) will follow the steps in the Request On-Campus Interview (Chair, Dean/Dean's Designee, Provost Designee) section of the instructions.The final step sends an email (via PageUp) to the owner (Department Representative) of the Job (search).

Department Rep should share that email with the search committee chair/department chair and schedule interviews as appropriate.

Launch an Offer Card (Employment Recommendation)

This guide is intended to demonstrate the process of recommending a candidate for hire in the PageUp System. It will cover the start of the process: selecting the candidate, launching the Offer Card, and routing the Offer Card for Approval. The Department Representative is the only individual that can launch an Offer card. The department representative was chosen on the job card.

Offer Card

  1. To begin the process, click on Manage Jobs from your hamburger menu or Jobs from the blue bar at the top of your dashboard.
  2. Find the posting by searching for the job number or title. You can do this by clicking on Show Other Search Criteria to expand search criteria.
  3. Select the number in the Applications column. This will navigate to the list of applicants.
  4. If the Offer Card needs to have additional forms submitted, choose applicants name. A pop-up window will display with applicant profile. In the application section, open the Actions dropdown menu and select New Form.
    1. Additional forms need to be submitted to convey:
      • Changes to budget information after Job Card approval
      • Faculty tenure type, prior service credit, order of tenure criteria, length of term for special appointments
      • Student employment information including student type, student status, and conflict of interest questions

NOTE: You must do this prior to changing the applicants status to Employment Recommendation (launch offer card).

    1. Select the appropriate form and click Next. DO NOT type anything in the preview section.
    2. Complete the form, ensuring that you fill all required fields. Make sure you save before exiting.
Multiple forms can be attached to the same candidate by repeating this process.

Completed forms may be viewed by entering the applicant profile and scrolling to the History section.

To Launch the Offer Card

  1. Select status of candidate. Pop-up window will display with list of statuses. Change status to Employment Recommendation (Launch Offer Card) and click Next.
  2. Confirmation window will appear. Leave all fields/buttons at default. Choose Move Now to open Offer Card.
  3. Offer Details (Offer Card) will open, requires some data entry.
    1. Top displays applicant information/job information.
    2. Some fields pre-filled from posting. Fields marked with an asterisk are required.
    3. Review/enter Position Details, Other Information, appropriate classification section based on the position that you are hiring.
    4. Position title can be changed i.e. if the search was for Assistant or Associate Professor
    5. Additional terms and conditions (i.e. relocation allowance; instructions to employee)
    6. Do not forget to complete Indicate Reason for Recommending Candidate (required for all positions).
  4. Onboarding
    1. Onboarding/New Starter form: Choose the Personnel Data form. For student employees, choose Student Data form.
      1. Onboarding Portal: Always choose Miami Onboarding
      2. Onboarding Workflow: Choose based on employee type
      3. Supervisor: Search for name of new employee's actual supervisor by selecting the magnifying glass. Click on name and select Okay at the bottom to add. The person selected will get emails of new hire notifications and can view a simple task list.
      4. Onboarding delegate: For positions handled by Human Resources, enter Human Resources. For positions handled by Academic Personnel, enter:
        • Hannah Lebovitz for part-time faculty
        • Christine Spaulding for full-time faculty
        • Betsey Dietrich for unclassified staff in academic units
  5. Offer Progress
    1. This section will be automatically updated by the system. You can see if the applicant accepted or declined offer.
  6. Approval Process (do not use Google auto fill option)
    1. Department representative name prefills
    2. Approval Process: Select appropriate workflow based upon appointment type.
    3. You may need to select appropriate users based on approval level.
      • Some approval queues have hard-coded levels.
  7. At the bottom of the page, select Save and Close.

Offer Card Approval

This guide is intended to demonstrate the process of reviewing and approving an Offer Card in the PageUp System. The Offer Card is an employment recommendation form. It will cover the start of the process from receipt of email notification through exiting the approved Offer Card. 

Review and Approval Process from Email Notification

  1. All approval notifications are sent to your Miami email account. Emails will have the subject Offer approval.
  2. Select Click here to go to the PageUp system. The link is specific to each task, so you will be taken directly to the form needing your approval.
  3. Once in the Offer Card, you can scroll through the information and make any necessary changes.
  4. View the candidate’s application, uploaded documents, and any additional forms by selecting the information icon next to position title in the Job Details section.
  5. Select the candidate’s name under Employment Recommendation (Launch Offer Card).
  6. The applicant profile will display. Go to the Applications section and select Form to view the applicant’s entire application including uploaded documents.
  7. Go to the History section and select Forms in the Item dropdown menu. Click View next to any form to display the information.
  8. Return to the Offer Card by closing the applicant profile, forms, or application response pop-up windows.
  9. To approve or decline an Offer Card, scroll to the Approval Process section.
  10. You are here will display next to your name in the approval queue. You will be able to see all approvers before and after you in the approval queue.
  11. At the bottom of the page, select the most appropriate button.
    1. Select Save and Close if you made edits and want to return to this Offer Card later.
    2. Select Save if you made edits and want to remain in this Offer Card.
    3. Select Cancel if you have not made any changes, and want to return to this Offer Card later.
    4. Select Approve if you are ready to advance the Offer Card to the next approver.
    5. Select Decline if there are issues with the Offer Card.
  12. After selecting the most appropriate button, sign out of PageUp by selecting your name in the blue banner at the top of your screen. Select Logout.

Review and Approval Process from PageUp Dashboard

  1. Login to PageUp http://miamioh.pageuppeople.com/.
    1. You will be directed to the MUnet Login screen. PageUp is part of Miami's single sign-on service, so you will log in with your Miami UniqueID and MUnet password. You may be prompted with a DUO request.
    2. If you are unable to login, please contact Human Resources or Academic Personnel.
  2. My Dashboard will display with navigational tiles/boxes.
  3. Choose Offers Awaiting Your Approval in the Offers tile.
  4. This takes you to the Manage Offer Approvals page. Find the appropriate row for the Offer Card you would like to approve and select View.

Once in the Offer Card

  1. You can scroll through the information and make any necessary changes.
  2. View the candidate's application, uploaded documents, and any additional forms by selecting the information icon next to position title in the Job Details section.
  3. Select the candidate's name under Employment Recommendation (Launch Offer Card).
  4. The applicant profile will display. Go to the Applications section and select Form to view the applicant's entire application including uploaded documents.
  5. Go to the History section and select Forms in the Item dropdown menu. Click View next to any form to display the information.
  6. Return to the Offer Card by closing the applicant profile, forms, or application response pop-up windows.
  7. To approve or decline an Offer Card, scroll to the Approval Process section.
  8. You are here will display next to your name in the approval queue. You will be able to see all approvers before and after you in the approval queue.
  9. At the bottom of the page, select the most appropriate button.
    1. Select Save and Close if you made edits and want to return to this Offer Card later.
    2. Select Save if you made edits and want to remain in this Offer Card.
    3. Select Cancel if you have not made any changes, and want to return to this Offer Card later.
    4. Select Approve if you are ready to advance the Offer Card to the next approver.
    5. Select Decline if there are issues with the Offer Card.
  10. After selecting the most appropriate button, sign out of PageUp by selecting your name in the blue banner at the top of your screen. Select Logout.

Offer and Onboarding

This document outlines the tasks that HR or Academic Personnel complete after receiving the approved Offer Card.

  1. Initiate background check process through HireRight, Inc.
  2. After background check is cleared, prepare offer letter.
    • The offer letter and additional enclosures will be available electronically for the candidate through the Miami employment site.
  3. Send instructions on how to view the offer letter and additional enclosures to the candidate via email.
    • Candidate accepts offer in their applicant portal and is immediately directed to personnel data sheet.
  4. Build candidate Banner ID and Unique ID.
  5. Notify candidate of Banner ID and Unique ID via email.
  6. Open Onboarding Portal for applicant.
    • Applicant will receive tasks that need to be completed through the Onboarding Portal.
  7. Monitor the onboarding tasks for completion.

Part Time Faculty Appointments

Launch an Offer Card (Employee Recommendation) for Part-Time Per Credit Hour Faculty

This Guide is intended to demonstrate the process of recommending a candidate for hire in the PageUp System. It will cover the start of the process: selecting the candidate, launching the offer card, and routing the offer card for Approval. The Department Representative is the only individual who can launch an offer card. The Department Representative was chosen on the job card.

Offer Card

  1. To begin the process, click on Manage Jobs from your hamburger menu or Jobs from the blue bar at the top of your dashboard.
  2. Find the posting by searching for the job number or title. You can do this by clicking on Show Other Search Criteria to expand search criteria.
  3. Select the number in the Applications column. This will navigate to the list of applicants.

NOTE: This applicant pool does not need to be reviewed by OEEO. However, it is still a good practice to indicate whether someone meets the minimum qualifications by changing status from NEW to QUALIFIED.

How to Bulk Move Applicants to Different Statuses

  1. While still in applicant profile, there are three colored boxes to select from in the upper right hand corner of the window. Pick one color for each status that you are using.
    1. For instance, if applicant meets minimum qualifications, check one of the three colored boxes. If applicant does not meet minimum qualifications, check a different colored box. Colored boxes selected here will appear to the left of the applicant's name in the list of all applicants. Navigate to next person in the applicant pool by selecting next in lower-right-hand corner. Click done to return to the list of applicants.
  2. When in list of applicants, choose Bulk Move from Select a Bulk Action dropdown menu located right below blue banner.
    1. Window displaying Bulk Action Status will appear.
    2. Choose appropriate status from Application Status drop down menu based on your previous color selection.
    3. Select Next. A pop-up window will display. Leave default settings and select Move Now at bottom of page. Repeat steps until all color choices are moved to qualified status.

To Launch the Offer Card

  1. Select status of candidate. Pop-up window will display with list of statuses. Change status to Employment Recommendation (Launch Offer Card) and click Next.
  2. Confirmation window will appear. Leave all fields/buttons at default. Choose Move Now to open Offer Card.
  3. Offer Details (Offer Card) will open -- requires some data entry.
    1. Top displays applicant information/job information.
    2. Some fields pre-filled from information entered on Job Card. Fields marked with an asterisk are required.
    3. Review/enter the following information under Position Details, if information is not pulled from the Job Card:
      • Title: Visiting Faculty
      • Start Date: date classes begin
      • End Date: date classes end
      • Hours Per Week:  N/A
      • Percent Time:  N/A
      • Duration of Appointment: One Semester
      • Background Check Index Code
      • Recommended Salary: full salary faculty member is to be paid for teaching course(s).  Per credit hour rate is $1,025.
      • Salary Type:  For Duration of Appointment
      • DO NOT FORGET TO COMPLETE Indicate Reason for Recommending Candidate.(required for all positions)
      • Additional comments for HR/AP in regards to position can be entered in the Department Comments to HR/AP box
    4. Enter location information and phone number where employee can be reached, if on campus, under Other Information section. This information will appear in the Miami Directory.
    5. If employee's primary work location is not on campus, select the state in which they will be working. NOTE: Miami does not have approval for employees in all states.
    6. Under Faculty & Unclassified Jobs Only, enter information for the part-time appointment(s) in the Part-time Faculty Course box(s). The following information will need to be entered: o Term: enter semester academic year information o Course Number(s)/Section(s)/Credit Hours: fill in appropriate information
  4. Onboarding a. Onboarding/New Starter form: Choose PDS.
    1. Onboarding Portal: Always choose Miami Onboarding
      • Onboarding Workflow: Choose either Part-time Faculty or Remote Part-time Faculty, if the faculty member is telecommuting (teaching online only)
      • Supervisor: Search for name of new employee's actual supervisor, which is the department chair or program director, by selecting the magnifying glass. Click on name and select Okay at the bottom to add. The person selected will get emails of new-hire notifications and can view a simple task list.
        • Onboarding delegate: Choose Hannah
  1. Offer Progress
    1. This section will be automatically updated by the system. You can see if the applicant accepted or declined offer.
  2. Approval Process (DO NOT USE GOOGLE AUTO-FILL OPTION)
    1. Department representative name prefills
    2. Approval Process: Select AA Part Time Faculty
      1. Some approval queues have hard-coded levels.

NOTE: Check with dean's office to see who reviews/approves at the dean level.

  1. At the bottom of the page, select Save and Close

Starting a Job from a Job Template for Part-Time Per Credit Hour Faculty

This guide demonstrates the process of requesting to fill all vacant part-time, per credit hour faculty positions. It will cover the start of the process from selecting the position and template up to launching the Job Card approval queue.

New Job

  1. To begin the process, log in http://miamioh.pageuppeople.com/ and click the hamburger menu.
  2. From this menu, click on New Job. Due to system permissions, your menu may appear different from below. However, the New Job selection will always be available to request a new posting.
  3. Once on the Job Template screen, do not type the position number directly into the box. Search for the appropriate position number by selecting the binoculars next to the box labeled 1.Position. Search for the position by title or typing position number into number box and click Search.  Choose Select to the right of the number.

After the position number is populated, the position title will automatically replace the number. osition information will be available by clicking the downward facing arrow in the blue box. You can remove the position by selecting the eraser symbol to the right of the box if number entered is incorrect.

  1. Next, select the position Template AA Temporary Per Credit Hour Faculty in the box labeled 2. Template. DO NOT select No Template.
    1. Type any letter to quickly navigate to templates that start with that letter.
    2. The preview shows information in the template.
  2. After the position and template are selected, click Next.

The Job Card

  1. After clicking Next, you will be taken to the Job Card.
    1. Much of the information will automatically fill in from the template and the budget position number; however, there will be blanks that need to be filled for this specific search. Any selection marked with an asterisk is required and must be completed. Leave Job Number field blank.
    2. If requesting a remote employee (part-time faculty teaching an online course), in Remote Employee Rationale box enter the on-line course number to be taught and make sure to select No for primary work location on campus.
  2. Position management is where you indicate the number of vacancies you want to fill. If it is possible that more than one person will be hired as a result of this search, enter the number of positions in the replacement box and select add more.This will add more positions and enable you to recommend this number of candidates.
    1. Add the same budget position number to the blank fields.
  3. The Job Details section contains information about the position.
    1. Any selections marked with an asterisk must be filled in. These selections can be edited during the approval process. See example below for information to be entered. Temporary End Date will change for each semester.
    2. Information that is already filled comes from the Job Template. Customize position by editing these fields.
    3. Any edits you make to this information are subject to final approval by Academic Personnel.
    4. DO NOT enter information in:
      • Essential Duties (duties are included in Job Description Summary)
      • Required Knowledge, Skills, and Abilities
      • Preferred Knowledge, Skills, and Abilities
  1. The Budget Details section contains information about the position's budget.
    1. The Band/Zone information comes from the Job Template.
    2. No need to complete this section.
  2. Add the search committee chair by typing their name into the box and pressing enter or add the search committee chair by selecting the magnifying glass. Type their name into the box and press Search. When the name appears, click on the name (it will highlight in green), then scroll to the bottom and click on Okay. If the search committee chair is not the department chair, please make sure to add the department chair as a search committee member.
  3. To add search committee members (if any), click add search committee members. A new screen will open where you can search for members by first name, last name, or team. Add them to the committee by selecting the add button to the right of their name. Multiple members can be added at one time.
  4. The Posting Details section contains the details that will be posted on the Job site.
    1. Select the Temporary Faculty / Staff recruitment process.
    2. Academic Personnel will post the position on the Miami University employment site only. You may post to other job sites, if needed. Boxes should be checked for all external advertising services that you plan to use or you may enter the information in the Additional Advertising/Recruitment Resources box.
      NOTE: If you do not want the opening posted on Miami University's public employment site, please note no public posting in Additional Advertising/Recruitment Resources box. We will make it a hidden posting and will send you the link that you can share with specific individuals.
    3. List required documents to be uploaded by applicants in the Special Instructions and Required Documents for Applicants. Documents listed here may include vita and/or cover letter.
    4. A job location must be selected. Typically this matches the campus location.
    5. There must be an advertising summary, flowing in from the template. Academic Personnel will update.
  5. The final section of the Job Card is Users and Approvals.
    1. The Department Representative will always default to the user who starts the Job Card. This name can be changed if an alternative user is starting the process for the job owner.
    2. Department Representative (back-up) allows another person (admin) to access this search.
    3. The Approval process should be AA Part Time Faculty.
    4. Add user names to the approval queue as appropriate.
      1. Level 1 is the department representative and should match the department representative listed above.
      2. Check with dean's office for who to choose for dean-level Approver to start a search.
      3. Academic Personnel Approver should be Beth Matix.
    5. The HR/Academic Personnel Representative will be Hannah Lebovitz.
  6. Job Status should always be filled as Pending Approval.
  7. Once all information is complete, select Save and Exit. If the department representative is the individual saving the form, no additional approval is required at that level.

The Job Card is now being sent through the approval process. Once fully approved, the department representative will receive an email confirmation and an Academic Personnel Generalist will post the vacancy.