MY ROLE

INSTRUCTIONAL DESIGNER
SCRIPTWRITER
SOFTWARE DEMONSTRATOR
VIDEO PRODUCER
NARRATOR
VIDEO EDITOR
QUALITY ASSURANCE TESTER

CLIENT

INTERNAL PAYROLL

AUDIENCE

MANAGERS & TIMEKEEPERS

DURATION

3 MINUTES 42 SECOND

TOOLS

PEOPLESOFT
ADOBE PREMIERE
ADOBE PHOTOSHOP
ADOBE AUDITION

Business Challenge

Managers and timekeepers needed to complete monthly approval of employee worked time and reported absences in PeopleSoft. Because these approvals occur in different modules and involve different permissions, the process often caused confusion and approval delays.

The training needed to clearly distinguish between the responsibilities of Time Keepers and designated administrators while demonstrating each workflow step-by-step.

Learning Solution

designed and produced a software training video that guided users through the complete approval process in PeopleSoft.

The video covered:

• Reviewing and approving reported work time.
• Navigating between Time Management functions.
• Identifying records requiring approval.
• Completing approvals and confirming status changes.
• Explaining why absence approvals require a separate workflow.
• Demonstrating the absence approval process for designated managers and administrators.

The instruction was organized into two clearly defined sections, allowing learners to focus on the task appropriate to their role while reducing confusion between the two approval processes.

Project Highlights

• Converted a multi-step administrative process into a clear instructional workflow.
• Separated responsibilities for Time Keepers and Managers to eliminate role confusion.
• Designed instruction around actual job tasks instead of software features.
• Produced a complete training solution from analysis through final video production.
• Created a reusable learning resource that could support onboarding and just-in-time performance.

Impact

The finished video provided a consistent reference that employees could revisit whenever they needed to complete monthly approvals. By presenting the process visually and in the order users encountered it in the system, the training helped reduce uncertainty, reinforced correct procedures, and supported more accurate and timely approval of payroll-related transactions.

Core Competencies

• Software Systems Training
• Process-Based Learning Design
• Business Process Analysis
• Workflow Documentation
• Technical Communication
• Scenario-Based Instruction
• Multimedia Development
• Visual Demonstration
• Learning Content Development

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