Hire Part-Time Appointed USW Staff Member on Probation
|
|
- Byron Burke
- 6 years ago
- Views:
Transcription
1 Hire Part-Time Appointed USW Staff Member on Probation Contents Procedure Overview Step 1: Hiring Personnel Action Step 2: Create Planned Working Time Part Time Schedule if FTE is less than 100% HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To gain an understanding on how to process the hiring of an employee into an Appointed USW term position on probation on HRIS by recording the following: Hire Date Action Type New Hire Appointed Position Form of address Name SIN Birth date Gender Address Fund Centre Cost Centre Planned Working Time, if applicable HRIS Procedure Document FINAL For Assistance with this Process
2 Personnel Number s are generated automatically by HRIS. A search must be performed prior to hiring to ensure the employee does not currently have a personnel number. To perform this search, use the Employee Home Org Unit Report found at: Human Resources Information System Personnel Management Administration Department Level Administration Personnel Data Employee Home Org. Unit Report If the employee does have a personnel number in HRIS, do not process the hiring action. See procedure on Re-Active or Re-Hire action. Step 1: Hiring Personnel Action Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions To hire a Part-Time Appointed USW employee on probation generate a personnel number by entering the following information: 1. Enter employee hire date 2. Click on New Hire under Action Type 3. Click Execute Create Action Screen Populates (Automatically) 1. Enter the Position Number 3. Click or press ENTER in Automatically Populated Information Box - Default values are used by the position 4. Click to SAVE Create Personal Data (0002) Screen Populates (Automatically) 1. Choose from a drop-down or enter, all fields of data (Middle name and Designation, if applicable) HRIS Procedure Document FINAL For Assistance with this Process
3 Note: The From date on this screen changes to the employee s birth date. 3. Click SAVE Employment Information Create Organizational Assignment (0001) Screen Populates (Automatically) 1. Enter the Funds Center 2. Select the work contract USW Probation PT 3. Enter the Percentage of appointment 4. Click or press ENTER 5. Click to SAVE 6. Click on (If required this window allows you to view and maintain various positions that the staff member holds. Change Organizational Assignment Pop-up Window appears Note: This window allows you to view and maintain the various positions that an employee holds. The Future Assignment tab is used to maintain the positions, and the Current Assignment tab displays the current positions. 1. Verify that the position is being assigned. 2. Enter number to add another position in the blank field, if applicable. If no other position is required click on Continue or; HRIS Procedure Document FINAL For Assistance with this Process
4 3. Highlight each position line and click to show you are adding a relationship, and delete indicates one has ended (Verify each position has been assigned) 4. Click on Note: A staffing percentage pop up window will be proposed 1. Click on 2. Click on Save Create Membership Fees (0057) This screen enrolls USW staff for the Humanity Fund Donation. No change is required. 1. Click to SAVE Create Contract Elements (0016) Screen Populates Automatically 1. Verify, change if necessary Create Monitoring of Tasks (0019) Screen Populates Automatically Use this screen to setup a reminder. 1. Verify the default or enter information in the Type of Task, Date of Task and Reminder Date fields. This message indicates you have chosen a day that falls on the weekend. The system will automatically choose the following working day. Use the free form Comments section to add any notes. Create Tax Assignment CA (0461) Screen Populates Automatically 1. Verify provincial (Ontario) default information or change if applicable in Total Credits Create Provincial Tax CA (0462) Screen Populates Automatically 1. Verify provincial (Ontario) default information HRIS Procedure Document FINAL For Assistance with this Process
5 Create Federal Tax (0463) Screen Populates Automatically 1. Verify or change if necessary the 2. Enter any additional tax if applicable from the TD1 Tax Form in 3. Click or press ENTER 4. Click to SAVE Create Appointment Detail (9009) Screen Populates Automatically This infotype contains pertinent reporting information for Human Resources. Complete the following highlighted fields all others have been pre-populated based on the information entered in the Organizational Assignment Screen. 1. Enter the USW Step under Position Detail 2. Enter the internal order, if applicable. If an internal order is entered, do not enter a cost centre 3. Enter the number, if applicable. 4. Choose the appropriate type from the drop down menu 5. Enter ONLY the applicable salary for the CC/CFC/Fund 6. Click or press ENTER 7. Click to SAVE The percentage will default to the percentage that was used in the Organizational Assignment based on the position number once entries are validated. Create Appointment Detail (9009) if second appointment / CC/ CFC are applicable 1. Once system indicates: Update second Appointment Detail screen if applicable. If a second Appointment Detail screen not required, click Next Record button Create Planned Working Time (0007) Screen Populates Automatically This screen displays the hours, per policy and collective agreement, verify the percentage or change if necessary. The Record of Employment when issued will be based on these hours. 1. Enter the employee s FTE% Note: A warning message will be proposed. The working time will be calculated based on the work schedule rule and employment percent HRIS Procedure Document FINAL For Assistance with this Process
6 Create Basic Pay Screen Populates Automatically 1. Enter the USW reason code 2. Verify the following fields being automatically populated from information entered on Organizational Assignment and Appointment Detail screens 3. Enter the Level (USW Step). Note: DO NOT enter the Annual Salary it will default based on the Step 4. Click or press ENTER 5. Click to SAVE Create Cost Distribution (0027) Screen Populates Automatically Verify the information prepopulated on this screen from the Appointment Detail screen. 1. Click or press ENTER 2. Click to SAVE If you change the account details on the Cost Distribution Screen (0027) you must also change the same information on the Appointment Detail Screen (9009). Create Addresses (0006) Screen Populates Automatically 1. Choose from a drop-down or enter, all fields of data (Do NOT change the Permanent Residence Field) HRIS Procedure Document FINAL For Assistance with this Process
7 Create Bank Details (0009) Screen Populates Automatically 1. Enter the employee s bank details Note: SAP requires a 9-digit number for the Bank Key/Transit Number field; a 0 is placed at the beginning of the Bank Key/Transit Number. If no banking information is available change the Default F (Electronic Funds Transfer EFT) to C which will produce a U of T Cheque. (The name of the bank will display against the bank key, verify the bank.) Create Date Specifications (0041) Screen Populates Automatically 1. Verify the information in the 00, 01, 05, 04 and 40 prepopulated fields. Create Education (9022) Screen Populates Automatically This screen is optional for appointed administrative staff. Click on Cancel screen or: 1. Enter the Education information for all fields. 4. An automatically populated box appears to enter another degree click YES (repeat steps 1-3). If no further degrees click NO to by-pass the HRIS Procedure Document FINAL For Assistance with this Process
8 Step 2: Create Planned Working Time Part Time Schedule if FTE is less than 100% If the employee is working less than 100% FTE, but works every day (i.e. Monday to Friday) DO NOT create a Planned Working Time (IT 9007) Part- Time schedule. The system will automatically calculate the hours evenly each day. Only in situations where the employee does not work certain days of the week and/or works less or longer than 7.17 hours do you need to create IT If you have any questions please HRIS Support using the AMS Help Form. If you need to create a Planned Working Time Part-Time Schedule: Click on the green back arrow to return to the SAP Easy Access menu screen. Click on Maintain if NOT needed skip step 2 and run your HR Data Verification Report and Master Data Sheet. Maintain HR Master Data 1. Enter Infotype 9007 in the Direct Selection or Choose from Time Recording Tab 2. Enter the start date 3. Click on CREATE Create Planned Working Time Part Time (9007) This screen is used to capture the weekly work schedules for part time appointed staff. Note: Date should always be on the next available pay period. Do NOT create this screen for pay periods that have already run. You must ensure that the total hours for the work week are equivalent to the total weekly working hours displayed on Planned Working Time (IT0007) 1. Enter the employee s regular work schedule hours for the days that apply. HRIS Procedure Document FINAL For Assistance with this Process
9 Note: You will get an Infotype Errors and Warnings screen pop-up. 2. Click on the green checkmark END OF HIRING PROCESS STEPS Click on the green back arrow Personnel Actions. to return to the SAP Easy Access menu screen. Click on HR Data Verification Report & Master Data Sheet Run the Data Verification Report after the hiring event is completed. This report identifies inaccurate, incomplete or missing employee data. This report provides HRIS users with a tool to verify the entire employee record by checking data on each infotype and by cross-checking data consistency between infotypes Personnel Actions Screen. HR Data Verification Report 1. Click on the HR Data Verification Report Button at the top of the screen 2. To Print the report click on the PRINT icon 3. All errors and warnings should be corrected upon completion of hiring event. 4. Click on the back arrow to return to the Personnel Actions screen. HRIS Procedure Document FINAL For Assistance with this Process
10 Personnel Actions Screen HR Master Data Sheet U of T Run the HR Master Data Sheet U of T after the hiring event is completed. This report allows the user to view all the data entered about an employee in an easy to read format. 1. Click on the HR Master Data Sheet U of T Report Button at the top of the screen, verify the information on the sheet 2. To Print the sheet click on the PRINT icon 3. Check for errors or warnings by clicking on the back button. 4. If there are no errors or warnings the system returns to the Personnel Actions Screen 5. If there are errors or warnings List of Messages box appears click on to show error messages 6. Click on to return to Personnel Actions Screen or to PRINT the errors or if no printing required. UTORAUTH Letter New employees require an UTORid account for creating the UTOR account and obtaining a library card. 1. Click on to produce the UTORID Account Letter 2. Click on the button to immediately print and archive the letter or click on to archive only. HRIS Procedure Document FINAL For Assistance with this Process
Hire a Full Time Appointed Non- Unionized Staff Member with a Continuing Appointment
Hire a Full Time Appointed Non- Unionized Staff Member with a Continuing Appointment Contents Procedure Overview Step 1: Hiring Personnel Action HR Data Verification Report & Master Data Sheet UTORAUTH
More informationReclassification of Position for All Appointed Staff Members
Reclassification of Position for All Appointed Staff Members Contents Procedure Overview Step 1: Update Appointment Change Action Information Step 2: End Funding Source Period for Current Period Step 3:
More informationMaintain the Appointment Detail Screen Due to Split Funding Between Multiple (CC/CFC)
Maintain the Appointment Detail Screen Due to Split Funding Between Multiple (CC/CFC) Contents Procedure Overview STEP 1: Copy Appointment Detail Process for the First CC/CFC STEP 2: Copy Appointment Detail
More informationCreate a Cross Appointment for a Student/Fellow with a Teaching Assistant
Create a Cross Appointment for a Student/Fellow with a Contents Procedure Overview Step 1: Create the Cross Appointment Step 2: Create Recurring Payment for the Income HR Data Verification Report & Master
More informationHRIS Glossary of Terms
HRIS Glossary of Terms Contents A... 2 B... 4 C... 5 D... 6 E... 6 F... 7 H... 7 I... 9 J... 9 K... 9 L... 9 M... 10 N... 10 O... 10 P... 11 R... 12 S... 13 T... 14 U... 14 V... 15 W... 15 GLOSSARY - 1
More informationHRIS Glossary of Terms
HRIS Glossary of Terms Contents A... 2 B... 4 C... 5 D... 6 E... 6 F... 7 H... 7 I... 8 J... 8 K... 8 L... 8 M... 9 N... 9 O... 9 P... 10 R... 11 S... 12 T... 13 U... 13 V... 14 W... 14 GLOSSARY - 1 A
More informationHR & Payroll Infotype Details Job Aid
Job Aid Contents Action Screen (IT000)... 2 Additional Payments (IT0015)... 2 Additional Tax Data (IT0464)... 3 Addresses (IT0006)... 3 Appointment Detail (IT9009)... 3 Bank Details (IT0009)... 4 Basic
More informationHiring a Graduate Teaching Assistant
UNIVERSITY OF ALBERTA PeopleSoft HCM Hiring a Graduate Teaching Assistant Prepared by: HR Operations Created on 10/10/2017 3:54:00 PM Copyright 2017 University of Alberta All rights reserved. The information
More informationNEW HIRE PROCESS: PART-TIME FACULTY - PAGE 1
NEW HIRE PROCESS: PART-TIME FACULTY - PAGE 1 My Recruiter: Ext #: DEPARTMENT#: LOCATION #: Generic Job Openings Generic job openings (i.e. PT Faculty College of Business Administration) will be posted
More informationHuman Capital Management (HCM I) Case Study
Human Capital Management (HCM I) Case Study This case study explains a Human Capital Management process using organizational management and personnel administration. Product SAP ERP 6.08 Global Bike Level
More informationLanded Costs. Overall Business Processes PURCHASING. Related Business Process PURCHASING. Responsible Department ACCOUNTING
Landed Costs Overall Business Processes PURCHASING Related Business Process PURCHASING Responsible Department ACCOUNTING Involved Departments ACCOUNTING Last Updated 19/06/2009 Copyright 2009 Supernova
More informationCreating New Hire COMPLIANCE CENTER. Packet
Creating New Hire COMPLIANCE CENTER Packet Step 1: Go to compliance center. https://hrx.talx.com/v2_0/webmanager/ LoginClientKey.aspx Step 2: Enter User Identification. Step 3: Enter Pin# Last four of
More informationTraining Manual For New epaf in ADP
Training Manual For New epaf in ADP Created for Georgia State University ~ 1 ~ Epaf Manual Changes Changes from the 2/18 Manual 1. The epaf will not be used for Summer Faculty- (See Chapter 1) 2. PAF Status-
More informationHuman Resource Management System User Guide
3.0 Human Resource Management System User Guide Unit 0: Introduction Unit 1: HRMS Basics Unit 2: DateTracking Unit 3: Hiring a New Employee Unit 4: Electronic Approvals Unit 5: Maintaining Existing Employees
More informationNEW HIRE PROCESS: PART-TIME FACULTY - PAGE 1
NEW HIRE PROCESS: PART-TIME FACULTY - PAGE 1 Generic Job Openings Generic job openings (i.e. PT Faculty College of Business Administration) will be posted on the Employment Opportunities Board for each
More informationLanteria HR Core HR
Lanteria HR 2013 - Core HR User's Guide for version 4.2.0 Copyright 2015 Lanteria Table of Contents 1 Introduction... 4 1.1 The Core HR Module Overview... 4 1.2 Terminology List... 4 2 Core HR Dashboard...
More informationClick MENU~ ADMINISTRATION~Employee Admin~My Employees
Click MENU~ ADMINISTRATION~Employee Admin~My Employees On the right side of the screen, under Things I Can Do, select Add Employee (Hire/Rehire) OR Click the green Add button on upper right. Ultipro will
More informationChapter 9. Paying Employees and Taxes and Tracking Time
How to Activate Payroll in Preferences Select a Payroll Service Comparing Payroll Options Set Up Company Information Enter and Review Employee Information Set Up Payroll Taxes Setting Year-to-Date Amounts
More informationHiring a Part Time Graduate Assistant
To hire a part time graduate assistant, please follow these steps. From the Main menu, click on the Workforce Administration link Under the Job Information folder, click on the Add Employment Instance
More informationContents. 3 Overview 3 Template Employees 3 Construction. 3 Non-payroll Payee Setup
Non-Payroll Payees 2015 Contents 3 Overview 3 Template Employees 3 Construction 3 Non-payroll Payee Setup 7 Processing Payments 7 1. Enter Payroll 8 2. Calculate Pay 9 Errors and Warnings 11 3. Close Payroll
More informationPersonnel Administration Training Manual
PROJECT ITQAN ITQAN SAP Human Capital Management (SAP HCM) SAP Human Capital Management (SAP HCM) Personnel Administration Training Manual Contents 1. INTRODUCTION... 1 2. TRAINING OBJECTIVES... 1 2.1.
More informationCreating a Data Change Document
The DATA CHANGE document is used to insert, update or correct an employee s personnel record in the Administrative System. When using the document reason the HR Officer will be able to make changes to
More informationSage 100 Direct Deposit. Getting Started Guide
Sage 100 Direct Deposit Getting Started Guide This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service
More informationGetting Started Tutorial
Getting Started Tutorial Welcome This tutorial will introduce you to the main functions of your MYOB accounting software. You can use this tutorial with the current versions of MYOB Accounting, MYOB Accounting
More informationProcess Temporary Assignment Changes in WorkForce (That have not been filled by the posting process)
(That have not been filled by the posting process) Introduction Temporary assignments can include employees in Temporary Pools and seasonal layoff assignments. The temporary assignments can include employees
More informationC3 Training Database (C3 TD)
C3 Training Database (C3 TD) User Manual Contractor 1 P a g e 1.2 Contractor Contractor(s) or Specialty Contractor(s) have the ability to add employees, manage employee information, and assign employees
More informationUniversity of North Carolina at Chapel Hill. University of North Carolina. Time Information Management (TIM) EPA Exempt Employees
Using time Information Management (TIM) Time Stamp Employees Using Time Information Management University of North Carolina at Chapel Hill (TIM) University of North Carolina Time Information Management
More informationTIMEFORCE HOLIDAY CHECKLIST
TimeForce Holiday Checklist TIMEFORCE HOLIDAY CHECKLIST This document walks you through setting up each section of the software that is required in order for holiday hours to be awarded to your employees
More informationATTACHING DOCUMENTS. Click Menu~ My Team~My Employees If you have a Role box on the upper left, select Payroll Rep
Attaching Documents ATTACHING DOCUMENTS Click Menu~ My Team~My Employees If you have a Role box on the upper left, select Payroll Rep Search by Last Name and click on the desired employee The Employee
More informationTable of Contents Members Overview Viewing Customer Contracts How to find a Member Membership Maintenance...
Table of Contents Table of Contents... 1 Members Overview... 2 Viewing Customer Contracts... 3 How to find a Member... 5 Membership Maintenance... 7 Personal Details... 7 Marketing Info... 7 Create New...
More informationWorkday Job Aid HR: Hire
Workday Job Aid HR: Hire Description This process is used once a candidate is chosen and has accepted the position (new hire/rehire). It enters the candidate (new/returning colleague) into the Workday
More informationHelpful Hint Users will only have access to those employees who fall within their security role.
Use the Employee Time Card to view and manage a single employee s time. Users may manage punches, edit employee time, delete employee time, add pay type transactions, change labor levels, send a message
More informationElectronic Personnel Action Forms (EPAF) Hiring Temporary Exempt and Non-Exempt Employees
Electronic Personnel Action Forms (EPAF) Hiring Temporary Exempt and Non-Exempt Employees Confidential Business Information This documentation is proprietary information of Ellucian and New Mexico State
More informationSteps: (Last Revised: 12/14/2017) Quick Reference Guide: Hire Student, Temp and Staff Not posted in Workday
Keep in mind Prior to initiating the Hire process, a search must be done in Workday for the name of the new hire to ensure they do not already have a record in Workday. If there is already a record, the
More informationCYBER RECRUITER 7.0: HR/PAYROLL GUIDE
CYBER RECRUITER 7.0: HR/PAYROLL GUIDE DECEMBER 2009 Visibility Software Cyber Recruiter 7.0: HR/Payroll Guide P a g e 1 TABLE OF CONTENTS Getting Started... 7 Terms...7 Available Interfaces...8 Navigation
More informationTaleo Talent Management System Training. Student Workers. 10/10/ P a g e
Taleo Talent Management System Training Student Workers 10/10/2017 taleohelp@temple.edu 1 P a g e Table of Contents Navigation..... 3 My Set-up 6 Quick Filters..7 Requisition... 9 Creating a Requisition
More informationTable of Contents. Hire (Companies Using Hiring + Onboarding) Hire (Companies Using Onboarding Only)
Table of Contents Hire (Companies Using Hiring + Onboarding) Hire (Companies Using Onboarding Only) Starting the Onboarding Process Complete at Home What If the Employee Can t Locate the Welcome Email?
More informationSteps: 1. From the employee s name, click on the Related Actions Icon. Hover over Job Change and select Convert to Employee.
Keep in mind Convert to Employee can only be performed on contingent workers who have a current position in Workday. If the worker s contract has already ended, please initiate a Hire and use the Existing
More informationAttendance Enterprise
Attendance Enterprise Supervisor Training July 22, 2013 Agenda Login to Attendance Enterprise Updating Your Account Information Locating Employee Calendar Dashboard Employee Messages Editing Time Cards
More informationPARS 7 Training. Training website: https://slcctraining.peopleadmin.com/hr. Human Resources
PARS 7 Training Training website: https://slcctraining.peopleadmin.com/hr Human Resources 10/8/2012 Contents Navigation of PARS... 4 Inbox... 4 Watch List... 4 Bread Crumbs... 5 Help Options... 5 Check
More informationScheduler s Responsibility in Schedule Optimizer. Cheat Sheet
Scheduler s Responsibility in Schedule Optimizer Cheat Sheet SmartLinx Solutions, LLC 4/6/2009 Managing Schedules Figure 1. Main Scheduling Screen (default) 1.0 - Main Scheduling Screen The Main Scheduling
More informationWORKFLOW APPROVER SUBSTITUTION
Purpose The workflow approver substitution process allows approvers to create, edit and delete substitute approvers. In most cases, this will eliminate the need for approvers to contact their Human Resources
More informationHSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account
HSA EMPLOYER RESOURCE GUIDE Fifth Third Bank Health Savings Account Contents Welcome 3 Your Fifth Third Bank HSA Implementation Checklist 4 Your HSA Maintenance Checklist 7 Customer Service Information
More informationData Verification Infotype Errors - Job Aid
Data Verification Infotype Errors - Job Aid Contents Organizational Management (IT001)... 2 Personnel Data (IT0002)... 5 Addresses (IT0006)... 8 Planned Working Time (IT0007)... 8 Basic Pay (IT0008)...
More informationEPAF. Electronic Personnel Action Forms What is EPAF? On-line form for student hourly and salary jobs
EPAF Electronic Personnel Action Forms What is EPAF? On-line form for student hourly and salary jobs Use EPAF to Set up a student hourly or salary job Work study (hourly) Non-work study (hourly and salary)
More informationHIRING PROPOSAL. 5. Select an option (AP, Classified Staff, Faculty, Adjunct, 1500 hr. wage) under the Postings tab.
Hiring Proposals Once you have identified the top candidates to interview, change the status of each candidate to Recommend for Hire. At this status, you now have the option to begin the hiring proposal.
More informationOriginal Hire GRADUATE ASSISTANTS (OHGTA & OHGRA)
Welcome to the Internet Native Banner Training Guide Original Hire GRADUATE ASSISTANTS (OHGTA & OHGRA) The following actions are required to hire an employee in Banner HR: 1. Create a Person Record in
More informationInstructions for Manager Recommendation for Merit Increase for L2324 Employees
A merit recommender needs to complete a Compensation Planning Worksheet when there is a need to recommend a merit increase for an eligible employee within his/her org unit during the annual compensation
More informationCreate Operating Supplies (HIBE) or Spare Parts (ERSA) Material
Create Operating Supplies (HIBE) or Spare Parts (ERSA) Material Use This activity is used to create an operating supply or spare part in the Material Master. Procedure 1. Access the transaction using the
More informationAppoint, Change and Terminate (ACT) Documentation Rehire ACT Document
A REHIRE ACT document is used when rehiring individuals who have been affiliated with UAB in one of the following assignment categories: Faculty, Employee, Intern/Resident, Trainee, Student or Volunteer;
More informationmyhr Job Aid Manager Direct Access Overview
myhr Job Aid Manager Direct Access Overview This job aid provides overview information about the Manager Zone, including available transactions, checklists, and transaction processing and submission. The
More informationPeopleAdmin. Position Management, Requisitions, Postings and Applicant Tracking System. End User Guide
PeopleAdmin Position Management, Requisitions, Postings and Applicant Tracking System End User Guide Table of Contents High Level Process Overviews... 2 Navigation in PeopleAdmin... 4 Position Management...
More informationEvolution Payroll. User Guide (Basic Version) 2017 Payroll Solutions, Inc &
Evolution Payroll User Guide (Basic Version) 2017 Payroll Solutions, Inc & www.payrollsolutions.com Contents Please note that this guide is the abbreviated version. It contains precisely enough information
More informationADP Bi-weekly Employee etime Instructions
ADP Bi-weekly Employee etime Instructions Go to ADP web portal - https://workforcenow.adp.com Enter your user ID and password that you created previously Entering Your Worked Hours Click Myself > Time
More informationEmployerAccess Plan administration online manual anthem.com/ca
EmployerAccess Plan administration online manual anthem.com/ca 4058CAEENABC Rev. 0/7 Table of Contents Introduction... Getting Started...4 EmployerAccess Overview...5 Helpful Tips for Adding New Employees...6
More informationHealthEquity Employer Portal Guide HealthEquity All rights reserved.
HealthEquity Employer Portal Guide 2013-2015 HealthEquity All rights reserved. INTRODUCTION 09 ACCESSING PENDING PAYMENTS 01 LOGIN PROCESS 09 MODIFYING EMPLOYER INFORMATION 01 ADDING INSURANCE INFORMATION
More informationTime and Labor (T&L) HR CSR View Employee HR Record History. R12 Work Instructions
Time and Labor (T&L) HR CSR View Employee HR Record History R12 Work Instructions Document Control Change Record 2Date Author Version Change Reference 30-April-14 Robin Hardy 1.1 R12 Update and step changes
More information5.12 RELEASE NOTES 10/21/2016
5.12 RELEASE NOTES SmartLinx is pleased to announce the availability of SmartLinx Version 5.12.0 update on 10/27/2016. This is a suite-wide update with enhancements, and bug fixes. The changes included
More information01/18/2018 Blackbaud Altru 4.5 Tickets US 2018 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any
Tickets Guide 01/18/2018 Blackbaud Altru 4.5 Tickets US 2018 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,
More informationUser Guide. Create a Casual Staff Engagement
User Guide Create a Casual Staff Engagement Brief Document Description Overview Hourly casual staff are employed by Griffith University for various engagements. This User Guide explains how to hire and
More informationHow to view job details information (NBAJOBS and related forms) Last Updated: 04-Oct-2010
How to view job details information (NBAJOBS and related forms) Overview The Banner form NBAJOBS allows you to view job detail information for employees within organization unit(s) that you have security
More informationHRS Manager Self-Service (MSS)
HRS Manager Self-Service (MSS) Classified Employees - SVM Revised January 01, 2017 SVM Approval Timeline Time Entry Deadlines: Employees (EE) should enter and submit all time entries by Noon on the Monday
More informationSteps: 1. The Job Details step is next. Use the Calendar Icon to enter the Hire Date.
Keep in mind Prior to continuing with the Hire process, a search must be done in Workday for the name of the new hire to ensure they do not already have a record in Workday. If there is already a record,
More informationQuickstart Guide Online Payroll. The secure, convenient way to pay and manage payroll.
Quickstart Guide Online Payroll The secure, convenient way to pay and manage payroll. Getting Started with Online Payroll It s easy to get started with Online Payroll. Just follow these simple steps. First,
More informationEIS Information System Reporting Instructions
Updated: 4/10/15 BC and JP EIS Information System Reporting Instructions There are two reports, an Employee report (EIS Employment) and a Salary report (EIS Salary) for reporting the new information that
More informationMicropay Professional
Notepad The Notepad facility can be used to store information or serve as an automatic Reminder that will appear onscreen on pre-defined periods. It can also be used to print short messages on employees
More informationVacancy/Requisition Process Hiring Managers
Vacancy/Requisition Process Page 1 of 5 Steps/Stages There are multiple steps or stages that are part of the Hiring Process. These steps/stages are listed below. For additional information for each step/stage,
More informationTaleo Manager Guide How to create a Requisition
Taleo Manager Guide How to create a Requisition The Hiring Manager will initiate the hiring process by logging into the online system to create a requisition. He/she will log in, identify what type of
More informationReading Sample. Banking. Contents. Index. The Authors. First-hand knowledge.
First-hand knowledge. Reading Sample In this sample chapter, learn how to conduct your routine banking transactions such as incoming payments, deposits, outgoing payments, bank statements, and reconciliations
More informationMSS New Hire/Rehire. Table of Contents
Table of Contents 1. New Hire Initiator... 5 1.1 Who Can Access the New Hire Request Document... 5 Roles and Approval Steps... 5 2. Navigating the Manager Self Service Menu... 5 2.1 How to Navigate to
More informationClubSelect Accounts Receivable Special Charges Overview
Webinar Topics Special Charges Billing... 2 Special Charges... 4 Special Credits... 8 Surcharges... 13 Calculate Automatic Billing Plans... 18 Special Charges Billing ClubSelect AR allows you to easily
More informationQuickstart Guide Online Payroll
Quickstart Guide Online Payroll It s easy to get started with Online Payroll. Just follow these simple steps. First, sign on to Online Cash Manager.* Go to suntrust.com and click on Business Banking. You
More informationHow to set up an Employee Payroll Template
How to set up an Employee Payroll Template Information specific to each employee at the Entity Level can be set up in Employee Settings and, for commissioned employee. Employee Payroll information is entered
More informationClarity Accounts Payable Year-end Procedure Guide 2017
Clarity Accounts Payable Year-end Procedure Guide 2017 Clarity Accounts Payable Year-end Procedure Guide - 2017 Table of Contents Caselle Clarity Accounts Payable Year-end Checklist 2017... 1 Welcome back!...
More informationHUMAN RESOURCES: HR SYSTEMS. HR Online USER GUIDE
HUMAN RESOURCES: HR SYSTEMS HR Online USER GUIDE THIS PAGE INTENTIONALLY LEFT BLANK 2 Contents All staff members: Page 1 Logging On How to log on and access HR Online 3 2 Screen Layout Where to find the
More informationAccessing the Application... 1 User Roles Supervisor... 1 Employee(s)... 1 Reviewer - (Optional)... 1 Approver(s) - (Optional)...
EPAR User Guide for a SUPERVISOR Table of Contents Accessing the Application... 1 User Roles... 1 Supervisor... 1 Employee(s)... 1 Reviewer - (Optional)... 1 Approver(s) - (Optional)... 2 Employee Setup...
More informationPeople First Portal Upgrade HR Training Appointments and Status
People First Portal Upgrade HR Training Appointments and Status (February 2018) Erin Rock, Secretary Appointment Status Screen Dates will continue to default based on employee type and the PAR effective
More informationBUSINESS ANALYTICS. Version 5.8
BUSINESS ANALYTICS Version 5.8 Corporate Planning & Control The Business Analytics module was designed to provide senior management with the ability to view and control the entire organization s staffing
More informationPERFORMANCE EVALUATION USER S GUIDE
PERFORMANCE EVALUATION USER S GUIDE PERFORMANCE EVALUATIONS To begin a Performance Evaluation, use the Change User Type link on the left and change to the Employee group. If you are not creating or approving
More informationGuide to setting up and using your employer portal. Employer user guide v12 EM /14
Guide to setting up and using your employer portal Employer user guide v12 EM00051.0416/14 1 STEP 1 Logging in You will have received a web link via e-mail and the first thing you must do is log in using
More informationEmployee Access Instruction Manual Table of Contents
Employee Access Instruction Manual Table of Contents LOGIN... 2 CHANGE YOUR PASSWORD... 6 PERSONAL INFORMATION REQUEST ADDRESS & PHONE NUMBER CHANGES... 7 LONG DISTANCE CODE... 9 WEB POST DOCUMENTS...
More informationEmployer Self Service Portal. Employer Self-Service Handbook AASIS Employer Users Version
Employer Self Service Portal Employer Self-Service Handbook AASIS Employer Users Version June 2017 Blank Page Contents OVERVIEW... 5 How to Use This Manual...7 ESS Roles and Tasks...8 Accessing COMPASS
More informationGovernment Tax Payment & Filing Service. User Guide
Government Tax Payment & Filing Service User Guide Contents 3 Overview 3 Six important things to know: 4 Getting Started Users 4 Manage Payment Types 4 Add Payment Type 6 Edit Payment Type 7 Remove Payment
More informationEPAF User Guide. Your guide for navigating the EPAF System
EPAF User Guide Your guide for navigating the EPAF System This booklet outlines the use of Electronic Personnel Action Forms in the Banner Web for Employees. Office of Human Resources 12/7/2009 Frequently
More informationWelcome to the topic on customers and customer groups.
Welcome to the topic on customers and customer groups. In this topic, we will define a new customer group and a new customer belonging to this group. We will create a lead and then convert the lead into
More information8.9 HRMS Step by Step Guide Hire Classified Staff - Workforce Administration Module
8.9 HRMS Step by Step Guide Hire Classified Staff - Workforce Administration Module Overview: This guide provides instruction for hiring a new classified staff member. Note: The screen shots used in this
More informationPosition Management Viewing, Creating & Modifying Position Descriptions
Viewing a Position Description PeopleAdmin Quick Reference Guide 1. Select POSITION MANAGEMENT from the drop down module selector (upper right side of the screen). 2. Hover over Position Descriptions (PDs)
More informationStudent Hiring. Table of Contents
This document covers all student hiring actions, regardless of the student s employment history, type of job (internship or not) and method of payment. Due to the complexity of the hiring process, the
More informationWorkday Job Aid Talent Acquisition: Requisition to Hire
Workday Job Aid Talent Acquisition: Requisition to Hire Updated as of June 16, 2017 1 Before You Start Ensure local policies and procedures have been followed and appropriate approvals have been received
More informationPeopleMatter New Team Member Hiring Process Quick Reference Guide
PeopleMatter New Team Member Hiring Process Quick Reference Guide PeopleMatter Support Monday Friday, 8:30am 11:30pm Eastern Time 877-354-2266 or Email: support@peoplematter.com Date: 11062013 The following
More informationCOMPLETING AN ELECTRONIC I-9 FOR A NEW HIRE HR MANAGER INSTRUCTIONS
COMPLETING AN ELECTRONIC I-9 FOR A NEW HIRE HR MANAGER INSTRUCTIONS Overview Process for verifying a new hire s employment eligibility has changed. Effective immediately, your location will use I-9 express
More informationManage Employee Access
University of Maine System PeopleSoft Financials 8.4 Manage Employee Access General Ledger Page 1 of 33 GL Inquiry Pages TABLE OF CONTENTS 1. OVERVIEW...3 2. EMPLOYEE ACCESS TO FINANCIALS...3 3. SETTING
More informationEqual Employment Opportunity (EEO) 2017 Reporting
Equal Employment Opportunity (EEO) 2017 Reporting The EEO-4 Survey, formally known as the State and Local Government Report, is collected in odd-numbered years from state and local governments. The deadline
More informationHIRING AN EMPLOYEE. After you hire a new employee into Atlas, you need to verify the information you entered and if applicable, assign a Designation.
After you hire a new employee into Atlas, you need to verify the information you entered and if applicable, assign a Designation. Part I: Hire the New Employee 1. Navigation: Human Resources > Add New
More informationUser guide. SAP umantis EM Interface. Campus Solution 728. SAP umantis EM Interface (V2.7.0)
Campus Solution 728 SAP umantis EM Interface (V2.7.0) User guide SAP umantis EM Interface Solution SAP umantis EM Interface Date Monday, March 20, 2017 1:47:22 PM Version 2.7.0 SAP Release from ECC 6.0
More informationModule 5 Timesheet. Step by Step Guide PSA Suite Basic for CRM Timesheet calendar view 5.2 Timer 5.3 Timesheet by line
Step by Step Guide PSA Suite Basic for CRM 2013 Module 5 5.1 calendar view 5.2 Timer 5.3 by line PSA Suite Basic CRM 2013: V1.0 1 Module 5. Contents TIMESHEET CALENDAR VIEW... 5 INTRODUCTION... 5 1. Objectives...
More informationHuman Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Hiring an Employee When hiring employees, you may be using CU Careers to first recruit applicants and select a final candidate for hire. After selecting the
More informationWave and Order Picking
Wave and Order Picking This document will cover two applications. Wave Picking offers multiple order directed picking in one run through warehouse. Order Picking is single directed order at a time. Contents
More informationCustomer Support Guide Adding Work Days Patterns
Customer Support Guide Adding Work Days Patterns Contents Purpose... 2 Rationale... 2 Creating the Work Days Pattern... 3 Assigning a Work Days Pattern to a Policy... 6 Related Documentation... 9 Package
More informationSALES 1 PREPARATION 2 CONTACT MANAGEMENT. Use the Marketing Guide to help determine if & how any kind of business will use temps.
SALES 1 PREPARATION 2 CONTACT MANAGEMENT Use the Marketing Guide to help determine if & how any kind of business will use temps. Items to include: As a sales rep, you will learn that it is wise to always
More information