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HR - Search for Existing Person in EPM


This user procedure provides detailed information and instructions on how to search for people in EPM. HR Administrators are required to check EPM prior to entering any new person as an applicant, Employee, or a Person Of Interest (POI). This will determine if the person, intended for entry, already has a record within the Peoplesoft EPM System and will prevent the entry of duplicate Person Record Numbers and/or Empl ID's.

  • The following security role is required:
OIM Entitlement Name HRS Role Name
HRS~EPM HR Query Person Sensitive UW_UNV_EPM_HR_QRY_LBRY_S


A. Run Report in EPM

  1. Navigate to the EPM System by either:
    1. clicking on the following URL:
    2. clicking the hyperlink found at the bottom of the main menu in HRS; or
    3. clicking the hyperlink found on the Service Center's EPM Data Warehouse webpage.

  2. Navigation: EPM Reports > HR Reports > UW Person Lookup     OR     UW Person NS Lookup

    UW HR Person Lookup displays sensitive data (National ID [Social Security Number] and Comp Rate)
    UW HR Person NS Lookup does not display sensitive data

  4. Enter the following data you have for the Person you are searching for:
    • Date of Birth 
    • Social Security Number (no hyphens)
    NOTE:  for best results, search by DOB and social security number only - other criteria may not return accurate results

  5. Click the Search button.

  6. Person Information and most recent job information for each Empl Rcd will appear on the page.

      NOTE: depending on which Person Lookup Type is used, search results may display sensitive data such as SSN

  7. If Person information is not found, proceed with HR - Search for Existing Person in HRS .

  8. If person and job information appears, continue with HR - Modify Person Data , HR - Rehiring an Employee , HR - Add Employment Instance (Non-Madison)  or HR - Maintain Workforce - Transfers as appropriate.

  9. If only Person information with no job information appears, make a note of the EmplID. Perform HR - Search for Existing Person in HRS to determine if this person is in HRS as a POI or if this person was employed prior to the implementation of HRS.  If person is not found in HRS, continue with HR - Add a Person using this EmplID.  If the person is found in HRS as a POI, continue with HR - Add Employment Instance (Non-Madison) .

B. Example 1

1. In Example 1, the employee is either a Person of Interest (POI) or was employed prior to the implementation of HRS. 

2. A HR - Search for Existing Person in HRS must be done to determine which this is.

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C. Example 2

1. In Example 2, the employee does exist in HRS; the Job Information section is filled and status is "Active". 

2. This person has an active job in HRS and the information should be reviewed for accuracy.



Related KBs:

Related Links:

Keywords:inquiry look up initial data entry update job record check find Search/Match EPM Add a Person hire rehire POI person of interest   Doc ID:17264
Owner:Tami E.Group:Human Resource System (HRS)
Created:2011-03-09 19:00 CDTUpdated:2018-04-05 08:46 CDT
Sites:Human Resource System (HRS)
Feedback:  2   2