The Personnel File (P-File) Imaging training and documentation provides background and assistance to Schools/Colleges/Divisions interested in using electronic imaging to store P-Files.
The P-File Imaging training and documentation materials are divided into the following three modules.
- Module 1: Introduction to P-File Imaging
- Module 2: Preparing for P-File Imaging
- Module 3: Overview and Instructions for Use of the ImageNow Software
The training and documentation materials are designed for UW–Madison School/College/Division Human Resources staff.
Module 1: Introduction to P-File Imaging
This module explains what P-File imaging is, demonstrates features of the technology, and describes the benefits. It can also help a School, College or Division determine their readiness for adopting P-File imaging.
Objectives
Upon completion of “Introduction to P-File Imaging” learners will be able to:
- Explain what P-File imaging is,
- Recognize the benefits of adopting P-File imaging, and
- Determine a School, College or Division’s readiness to adopt P-File imaging.
Download/Bookmark Resources
- Presentation Slides & Transcript
- Summary: UW–Madison P-File Imaging
- Service page: ImageNow
- KnowledgeBase Documents: ImageNow by Perceptive Content
- ImageNow P-File Document Crosswalk
Module 2: Preparing for P-File Imaging
This module provides background on this initiative, outlines steps for Schools/Colleges/Divisions to complete in preparation for P-File imaging adoption, and provides links to resources and documentation.
Objectives
Upon completion of “Preparing for P-File Imaging” learners will be able to:
- Describe the steps to prepare for P-File imaging,
- Recognize the resource investment that is necessary, including staff time and costs for equipment and licensing; and
- Explain self-service adoption roles and technical assistance from DoIT’s Imaging team.
Download/Bookmark Resources
- Presentation Slides & Transcript
- Phase I & Phase II Checklist
- Summary: UW–Madison P-File Imaging
- Service page: ImageNow
- KnowledgeBase Documents: ImageNow by Perceptive Content
- Workflow Document
- Records Schedule
- Migration Partners
- P-File Imaging Team
- Computer Specs
- Permissions Spreadsheet
- Request HRS Access via HRS Security
Module 3: Personnel File Document Flow Processes and ImageNow Software Procedures
This module provides examples of document flow practices and written step-by-step instructions for performing essential functions using ImageNow software.
Please note that this module does not include a presentation but provides you with essential documentation/resources.
Objectives
Upon completion of “Personnel File Document Flow Processes and ImageNow Software Procedures” learners will be able to:
- Describe ways in which electronic and hardcopy documents are received, reviewed, captured, and processed at individual pilot sites.
- Perform essential functions (e.g., storing, accessing, and securing new and existing P-Files) in ImageNow software.
- Identify what personnel files should be scanned and what document type, drawer, and effective date should be used for entry into the ImageNow software system.
- Identify who to contact if help is needed.
Download/Bookmark Resources
Contact Information
Please contact the Office of Human Resources with questions and to request onboarding consideration: wr@ohr.wisc.edu