Create a Cross Appointment for a Teaching Assistant with a Student/Fellow
|
|
- Olivia Dorsey
- 5 years ago
- Views:
Transcription
1 Create a Cross Appointment for a Teaching Assistant with a Student/Fellow Contents Procedure Overview Step 1: Create the Cross Appointment Step 2: Create Recurring Payment for the Student/Fellow Income HR Data Verification Report & Master Data Sheet Procedure Overview Overview To gain an understanding on how to process the cross appointment of a Casual Admin Monthly with a Teaching Assistant by recording the following: Cross appointment effective date Position number of Student/Fellow Fund Centre Cost Centre Work Contract Student number (if Work Contract is K5 U of T Student) Unlike appointed staff where the home department is responsible for the employee record departments employing casual staff are responsible for processing payments for work done in their unit. Check the following before you change the position information for casual employee who is employed elsewhere in the University: Organizational Assignment which shows the main or primary position for the individual and the primary organizational unit the primary position determines the payment frequency for the employee, i.e. casual hourly (paid every two weeks) or casual monthly (paid once a month). If an employee obtains a second assignment with another organizational unit then the second organizational unit must pay the individual in the same HRIS Procedure Document FINAL For Assistance with this Process
2 pay area and frequency. An employee cannot belong to two payroll areas at the same time. If a casual employee has multiple assignments, the assignment defined by a union contract (e.g. TA L3902) has priority over the casual assignment. If both fall under a union contract then the one with the monthly pay frequency has priority over the hourly. If you have a situation where you need to change the employee s payroll area by changing their primary assignment in Organizational Assignment, complete the Payroll Area Change Form and submit to the payroll department. Step 1: Create the Cross Appointment Click on the following path: Human Resources Personnel Management Administration HR Master Data Personnel Actions Personnel Actions 1. Enter the personnel number 2. Enter the effective date of cross appointment 3. Click on 4. Click Execute Copy Action (0000) Screens Populates (Automatically) 1. In the Reason for Action, enter 2. Verify Teaching Assistant position number Note: The Teaching Assistant position must be the main appointment. 3. Click or press Enter key. 4. Save Copy Organizational Assignment (0001) Screen Populates 1. Enter Funds Center. 2. Select K5 U of T Student in the Work Contract 3. Percentage should be 0.01, 4. Click Assignment HRIS Procedure Document FINAL For Assistance with this Process
3 Create Organizational Assignment (0001) 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. a. Select Line 1 in the Future assignment. This is the current position (Teaching Assistant Position) which the system proposes to delimit. b. Click Assign to change the operation from to c. In the next blank line, enter Student/Fellow position number. d. In the same blank line, enter 0.01 in the column for the percentage of the position. e. In the same blank line, enter in the column. f. Click. g. Click if you have no other positions for this employee. h. Staffing percentage pop-up window appears, stating Sum of percentage rates not equal to 100%. Click the main Organizational Assignment screen. 5. Click Save. Create Planned Working Time (0007) Screen Populates and this will return you to The Create Tax screens are always proposed with the BasicTotal Credit Amounts. If the previous Total Credits were other than the basic amount you must reenter the previous Total Credits. If this is not done the employee would be taxed at a higher rate. Also if the employee had Additional Tax amounts that also would have to be updated. Create Tax Assignment CA (0461) Screen Populates All fields will default. HRIS Procedure Document FINAL For Assistance with this Process
4 Create Provincial Tax (0462) Screen Populates Verify information. Change if necessary. Create Federal Tax (0463) Screen Populates Verify information. Change if necessary. Copy Planned Working Time (0007) Screen Populates The teaching assistant hours worked for ROE purposes are determined by the hours/units entered on the Recurring Payment/ Deductions and Additional Payment screens. The Planned Working Time screen reflects the average work schedule of a teaching assistant as per the collective agreement and must be saved in order to run payroll. Note: Employment percentage should be 100% though the percentage in Organizational Assignment is Do not change. Create Basic Pay (0008) Screen Populates This screen reflects the hourly rate as per the collective agreement and must be saved in order to run payroll. Do not change anything on this screen. PS Group defaults from Primary Position on the Organizational Assignment. Hourly rate defaults as per collective agreement. Note: After pressing Enter, you ll get a message This entry deleted a record. Click or press Enter again. HRIS Procedure Document FINAL For Assistance with this Process
5 Create Cost Distribution (0027) Screen Populates The screen is not required for teaching assistants. Click on the Next Record to proceed to the next screen. Copy Date Specifications (0041) Screen Populates If there is no change, click on the Next Record screen. to proceed to the next Step 2: Create Recurring Payment for the Student/Fellow Income Click on the following path: Human Resources Personnel Management Administration HR Master Data Maintain 1. Enter/verify 2. Click on tab. 3. Select 4. Enter the From and To Date of the Recurring Payment/Deduction period Note: The payment End Date must not be equal to Click on Create. Recurring Payments/Deductions Screen Populates (Automatically) 1. Enter applicable wage type. HRIS Procedure Document FINAL For Assistance with this Process
6 Note: Based on the wage type selected, the employee will automatically receive 4% vacation pay with each monthly payment. Union dues will be deducted if applicable. 2. Enter the monthly amount of the payment Note: Do not put the total sum of the payment as the system does not prorate the amount. 3. Enter the monthly hours when applicable 4. Enter payment/deduction description 5. Enter appropriate reason from the drop down menu if applicable 6. Click on the Cost Assignment icon. Cost Assignment Defaults Pop-Up Window a. Enter the Cost Centre and Funds Centre b. Enter the Internal Order Note: DO NOT enter a Cost Centre if Internal Order is applicable. c. Click Transfer. or; Notice the Cost Assignment indicator is now appearing beside your USERID this indicates that the Cost Assignment Information has been entered against the payment. Once saved, you can also check to see if the payment was entered with a green check mark that will appear against the infotype line. 7. Click Save. END OF HIRING PROCESS STEPS 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 HRIS Procedure Document FINAL For Assistance with this Process
7 Personnel Actions Screen. HR Data Verification Report 1. Click on the HR Data Verification Repot 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
Create 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 informationCreate a Cross Appointment for a Casual Admin Monthly with a Teaching Assistant
Create a Cross Appointment for a Casual Admin Monthly with a Contents Procedure Overview Step 1: Create the Cross Appointment Step 2: Create Recurring Payment for the Income Step 3: Create Residence/Student
More informationSemi-Retirement of an Appointed Employee
of an Appointed Employee Contents Procedure Overview Step 1: Process Steps Step 2: Maintain Appointment Detail HR Data Verification Report Procedure Overview Overview To gain an understanding on how to
More informationVoluntary Phased Retirement for an Appointed Staff Member
Voluntary for an Appointed Staff Member Contents Procedure Overview Step 1: Change the FTE% of an Appointed Academic, Librarian or PM Step 2: Maintain Appointment Detail by Updating Infotype 9009 with
More informationRe-Hire a Withdrawn Employee with Other University Appointments into a Paid Appointed Position
Re-Hire a Withdrawn Employee with Other University Appointments into a Paid Appointed Position Contents Procedure Overview 1. End Other University Appointments 2. Re-Hire Process Steps for Full or Part-Time
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 informationRe-Hire a Staff Member into an Appointed Position
Re-Hire a Staff Member into an Appointed Position Contents Procedure Overview Re-Hire Process Steps for Full or Part-Time Appointed Staff For Part-Time Appointed Staff the following screens will appear:
More informationInternal Org Unit Transfer of an Appointed USW Staff Member to an Appointed Non-USW Position
Internal Org Unit Transfer of an Appointed USW Staff Member to an Appointed Non-USW Position Contents Procedure Overview Step 1: Update Appointment Change Action Information Step 2: Delimit Membership
More informationChange FTE% for Appointed Staff
Contents Procedure Overview Step 1: FTE% Change Process Steps Step 2: Create Appointment Detail (9009) Screen HR Data Verification Report Procedure Overview Overview To gain an understanding on how to
More informationChange FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
Change FTE% for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee Contents Procedure Overview Step 1: FTE% Change Process Step 2: Copy Appointment Detail Process HR Data Verification Report Procedure
More informationRenewal of Contract for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee
Renewal of Contract for Non-Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Employee Contents Procedure Overview Step 1: Renewal of Contract Process Step 2: Create Contract Elements Step 3: Copy Appointment
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 informationHire a Part-Time Appointed Academic Teaching Stream, Term
Hire a Part-Time Appointed Academic Teaching Stream, Term Contents Procedure Overview Hiring Process Steps HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To
More informationTo gain an understanding on how to process the hiring of an Adjunct Staff Member on HRIS by recording the following:
Contents Procedure Overview 1. Hiring Process Steps 2. Create Adjunct Appointment HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To gain an understanding on
More informationHire a Part Time Appointed Academic Staff Member into a Term Appointment
Hire a Part Time Appointed Academic Staff Member into a Term Appointment Contents Procedure Overview Hiring Process Steps HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview
More informationHire Part-Time Appointed USW Staff Member on Probation
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
More informationRe-hire a Full Time Appointed Academic Teaching Stream, Non-Continuing
Re-hire a Full Time Appointed Academic Teaching Stream, Contents Procedure Overview Re-hiring Process Steps HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To
More informationHire 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 informationHire a Non-Appointed Internally-Funded Domestic Postdoctoral Fellow CUPE 3902 Unit 5
Hire a Non-Appointed Internally-Funded Domestic Postdoctoral Fellow CUPE 3902 Unit 5 Contents Procedure Overview Step 1: Hiring Process Step 2: Create Cost Distribution (0027) Step 3: Create Appointment
More informationReactivate an Employee into a Non- Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Position
Reactivate an Employee into a Non- Appointed Postdoctoral Fellow CUPE 3902 Unit 5 Position Contents Procedure Overview Step 1: Reactivation Process Step 2: Create Cost Distribution (0027) Step 3: Create
More informationHire a Full Time Appointed Academic Teaching Stream, Continuing
Hire a Full Time Appointed Academic Teaching Stream, Continuing Contents Procedure Overview Hiring Process Steps HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview
More informationHire a Full Time Appointed USW Staff Member on Probation
Hire a Full Time Appointed USW Staff Member on Probation Contents Procedure Overview Step 1: Hiring Personnel Action HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview
More informationFlat Dollar Amount Increase Process for Academic Staff (July 1st)
for Academic Staff (July 1st) Flat Dollar Amount Increase Process for Academic Staff (July 1st) Contents Flat Dollar Amount Increase Overview Step 1: Update Appointment Detail (IT 9009) Screen with Flat
More informationHire an Employee with a Clinical MD Appointment
Hire an Employee with a Clinical MD Appointment Contents Procedure Overview Hiring Process Steps HR Data Verification Report & Master Data Sheet UTORAUTH Letter Procedure Overview Overview To gain an understanding
More informationATB Increase and PTR/Merit Increase Processes for Faculty and Librarians effective July 1, 2018
ATB Increase and PTR/Merit Increase Processes for Faculty and Librarians effective July 1, 2018 NOTE: This reference document is intended for the purpose of UTFA agreement and Business Board approval for
More informationGetting Started in SAP
Getting Started in SAP Opening SAP Double click the SAP icon on your desktop An Internet Explorer browser window will open and start execution of the SAP system. 2 Opening SAP Click on the ECC tab Generally
More informationPROCESSING A NEW HIRE
Purpose The (electronic Personnel Action Form) tab provides an online system for processing personnel actions (e.g.: hiring actions, separation actions, etc.). Menu Path is located on its own tab within
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 informationBeneficiary Change. To gain an understanding on how to add or change any type of beneficiaries by recording the following in HRIS.
Contents Procedure Overview Step 1: Create the New Dependent in IT 0021 Step 2: Add New Beneficiary to Insurance Plan Procedure Overview Overview To gain an understanding on how to add or change any type
More informationProcedure Overview. Contents. Procedure Overview Maintain Time Data Process Steps Maintain Weekly Entry w/ Activity Allocation
Contents Procedure Overview Maintain Time Data Process Steps Maintain Weekly Entry w/ Activity Allocation Procedure Overview Overview To gain an understanding on how to change Maintain Weekly Entry w/
More informationEASY HELP DESK REFERENCE GUIDE
EASY HELP DESK REFERENCE GUIDE Last Updated: May 18, 2017 Contents Chapter 1: Introduction and Solution Overview... 3 Learning Objectives... 4 Navigation and Tool Bars... 4 Accessing Easy Help Desk in
More information1. Select New EPAF to create a new EPAF.
Student Temporary Stipend NEW EPAF (TMCHNW) Use this EPAF Approval Category to hire and pay a student temporory employee a one-time or recurring stipend for the summer. 1. Select New EPAF to create a new
More informationTransfer a Position to Another Organizational Unit
to Another Organizational Unit Contents Procedure Overview Step 1: Transferring a Position Step 2: Appointment Change (if applicable) Procedure Overview Overview To gain an understanding of how an HR Generalist
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 informationHuman Resource Management System User Guide
6.0 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 informationCode: [MU-HR-8-A] Title: Separations and Terminations
Code: [MU-HR-8-A] Title: Separations and Terminations Description: W-2 s are processed, electronic files have been submitted, or will be on their way shortly. This is about the time that we begin to think
More informationUser Manual NSD ERP SYSTEM Customers Relationship Management (CRM)
User Manual Customers Relationship Management (CRM) www.nsdarabia.com Copyright 2009, NSD all rights reserved Table of Contents Introduction... 5 MANAGER S DESKTOP... 5 CUSTOMER RELATIONSHIP MANAGEMENT...
More informationFI PAYROLL COST DISTRIBUTION
Purpose The Financial Payroll Cost Distribution Report provides a summary of the total Wages and Benefits paid by cost object for each person included in the selection for the specified period or range
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 informationCONCURRENT EMPLOYMENT (ADDITIONAL ASSIGNMENTS/OVERLOADS)
CONCURRENT EMPLOYMENT (ADDITIONAL ASSIGNMENTS/OVERLOADS) The Concurrent Employment functionality in IRIS HR/Payroll allows users to create new assignments in support of Additional Assignments (for non-exempt
More informationEnter transaction code PA40
Process: To pay moving expenses in advance of employee hire date using a temporary position. It will require two steps. The first is to enter the employee in a temporary position to pay the moving expense.
More informationUsing the Net-to-Gross Calculator
Chapter 1: Using the Net-to-Gross Calculator This task sheet walks you through the steps for using the Net-to-Gross Calculator. The Net-to-Gross Calculator is a helpful tool when you are calculating special
More informationChapter 1: Payroll Categories Overview 516. Chapter 2: Creating payroll categories 522. Chapter 3: Changing payroll categories 527
Table of Contents Chapter 1: Payroll Categories Overview 516 Creating payroll categories 516 Changing payroll categories 519 Removing payroll categories 520 Chapter 2: Creating payroll categories 522 To
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 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 informationIntroduction to QuickBooks Payroll Features Damona Doye and JC. Hobbs September 7, 2010
Introduction to QuickBooks Payroll Features Damona Doye and JC. Hobbs September 7, 2010 Be sure to consult your income tax advisor to determine the correct withholding amounts for employees. Publications
More informationCanadian Payroll Processing
Canadian Payroll Processing Detailed Agenda Course Description New Combined Time Entry Method Quick Pay vs Manual Pay Employer Pay Calculations Shift Premium/Differential Charge Out Rates Web ROE New Combined
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 informationInstructions for the Academic Student Appointment Process via Minerva
Instructions for the Academic Student Appointment Process via Minerva In order for a department to initiate an academic student appointment form via Minerva, the department initiator must have a McGill
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 informationQuick Reference Card Human Resources
Process: Use transaction PA40 to process a Rehire/Reinstate Action for a former UK Main Campus or Hospital employee in IRIS. Non-US citizens need to complete a new I-9, regardless of the length of time
More informationHow Do I End an Employee s Employment and Issue a Record of Employment?
How Do I End an Employee s Employment and Issue a Record of Employment? Starting Points: Recommended Starting Point from the Menu: Employees > Terminate an Employee/Remove a New Hire Alternate Starting
More informationAfter Step 100 Information Box added
9/24/13 Transactions - ZPAA076 - SBWP - PA40 PA BPP Change Record: REINSTATEMENT/REEMPLOYMENT ACTION FROM SEPARATION Change Date: 9/24/13 Changes: Changed by: w. creech Step 65 Information Box added o
More informationVision Municipal Solutions. How To Guide. Payroll
Vision Municipal Solutions Payroll Shane O Neill 12/7/2010 Organizational Groups Posting Paychecks Invoices Nacha Run Banking Services Employee Paychecks Vendor Checks Direct Deposit Checks Forms Issue
More informationAdministrative Contracts July Payroll WESPaC Data Processing Procedures
Administrative Contracts July Payroll WESPaC Data Processing Procedures Fiscal Coordination June 2018 Table of Contents Checklist Step Completion Date Description Page Before June Payroll 1. Verify contract
More informationAdministrative Contracts July Payroll WESPaC Data Processing Procedures
Administrative Contracts July Payroll WESPaC Data Processing Procedures Fiscal Coordination June 2017 Table of Contents - Checklist Step Completion Date Description Page Before June Payroll 1. Verify contract
More informationVoucher Build Request
Running the Voucher Build for Payroll Federal Tax Vouchers - 10a Purpose: Use this document as a reference for how to run the Accounts Payable process for Running a Voucher Build for Payroll Federal Tax
More informationFLSA Reporting Users Guide
FLSA Reporting Users Guide Updated 11/1/16 Page 1 of 13 FLSA REPORTING General Effective December 1, 2016, the US Department of Labor has new overtime regulations as part of the Fair Labor Standards Act
More informationWebTime Entry User Screen Features & Functions
WebTime Entry User Screen Features & Functions 1 2 3 4 5 6 Smith, James 7 1. Apply: Saves any entries, additions, deletions or edits you have made 2. Cancel: Cancels an action you are about to enter 3.
More informationEmployee Self Service
Employee Self Service As of 4/21/16 Employee Self Service Employee Self Service (ESS) is an application created specifically for current employees and job applicants. ESS accesses information from, and
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT FIS - Payroll Processing Learning Guide
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT FIS - Payroll Processing Learning Guide 2016 Central Susquehanna Intermediate Unit, USA INTRODUCTION This Learning Guide will review the steps to process and verify
More informationManagement of Global Employees
Applies to: 4.7 and Ecc 6. For more information, visit the Enterprise Resource Planning homepage. Summary SAP R/3 Enterprise introduces a comprehensive solution for the management of global employees.
More informationThen enter your PIN, also created during the enrollment process. After entering this data, select Submit.
The screens you will see in this guide were made for demo purposes, and may contain unrealistic payment or payee information. If you have questions not addressed in the tutorial, contact your Bill Pay
More informationBeginning balances payroll
Quick lesson Beginning balances payroll Goal: Establish beginning payroll balances to ensure that your pays, taxes, deductions and fringes calculate correctly going forward. This information is also needed
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 informationAutomated PAN Functions in UltiPro
Automated PAN Functions in UltiPro Will I still need the PAN Form for anything? You will still need to complete the PAN Form for a new hire. The New Hire Pan Form is available on LinkUp Under Human Resources
More informationThe WAGE Forms (WAPP, WUPD and WTER)
The WAGE Forms (WAPP, WUPD and WTER) The new WAGE forms are designed to simplify the appointment, update and termination processes for wage employees. Please note that unlike other staff categories, these
More informationUC Davis Time Reporting System (TRS) User Guide for Department Time Administrators (DTAs)
UC Davis Time Reporting System (TRS) User Guide for Department Time Administrators (DTAs) Last Revised: 11/30/16 1 Table of Contents Welcome to TRS!... 3 Four Roles in the TRS... 3 Becoming a DTA... 4
More informationDepartment Head Quick Start Guide
Department Head Quick Start Guide Hours+ is an online application that allows production crew members to enter/submit timecards electronically. There are four types of roles: Employee, Department Head,
More informationQuick Reference Card Human Resources
Process: Use transaction PA40 to enter a University of Kentucky, main campus, new hire in IRIS. This transaction consists of entering basic personal and job-related information for the employee, such as
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 informationTable of Contents. Bulk General Timesheets Creating Bulk General Timesheets Entering bulk timesheets... 2
Web Kiosk User Guide Bulk General Timesheets Table of Contents Bulk General Timesheets... 1 1. Creating Bulk General Timesheets... 1 2. Entering bulk timesheets... 2 a. Job Details (Section 1)... 4 b.
More informationQuick Reference Card Human Resources
Process: Use transaction PA40 to process an Additional Assignment (non-exempt employee) or Overload Assignment (exempt employee) Action for an employee. Be sure to contact any other departments in which
More informationEdit Paycheck: Reference Guide
Business Payroll Services Payroll University Edit Paycheck: Reference Guide This document will review how you can effectively use the Edit Paycheck screen accessed from the Enter Pay Data screen to edit
More informationJob Aid: Rehire (Reactivating a terminated job record in a different Employee Class)
Rehire This job aid covers the following scenario: An employee previously employed at UCSB has an existing UCPath Employee ID number but their job record terminated when their job ended. The department
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 informationEmployee has Gross Pay, from which Tax, NI and Pension contributions are deducted. This results in:- Gross Pay, Employer s NI and Employer s Pension
18/02/2014 OVERVIEW The Earnie Accounts link enables payroll information from Earnie to be transferred to Business Manager. This produces payroll analysis and control accounts without the need to duplicate
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 informationEmployee Self-Service: Payroll Information
Employee Self-Service: Payroll Information Table of Contents Introduction... 1 Navigation... 1 Payroll Calendar... 2 Direct Deposit... 2 Pay Check Stubs... 4 Tax Withholding... 6 Year to Date Earnings...
More informationEnterprise Edition Payroll Master Files and Personnel Setup
Enterprise Edition Payroll Master Files and Personnel Setup Enterprise Edition Payroll Master Files and Personnel Setup, October 2014 Edition Copyright 2014 by HEALTHCAREfirst, Inc. All rights reserved.
More informationEPAF End User Guide. Table of Contents
EPAF End User Guide Table of Contents (Click to Jump To the Section) 1. What is an EPAF and How to Access EPAFs 2. Setting Up or Updating Your Default Routing Queue 3. Adding and Removing a Proxy User
More informationBanner Web Time and Leave Reporting Non-Exempt Temporary and Student Employees Table of Contents Time Processing Enter Time...
Banner Web Time and Leave Reporting Non-Exempt Temporary and Student Employees Table of Contents Time Processing... 2 Introduction... 2 Objectives... 2 General Business Rules for Non-exempt Temp and Student
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 informationWelcome. Logging into the system
HCM GUIDE Contents Welcome... 2 Logging into the system... 2 Add a New Hire... 3 The Tax Menu... 7 The Child Support Screen... 9 Direct Deposit Screen... 10 Scheduled E/Ds... 11 The Delivery Screen...
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 informationSDS Supplemental Duty System
SDS Supplemental Duty System General Information No applicant/employee shall begin performing a supplemental duty (athletic or academic) until that person has been officially assigned the duty through
More informationWORKFORCE. Payroll Release Notes
WORKFORCE Payroll Release Notes February 2018 The following enhancements have been added to this release. Ability to Override Rate Multiplier at Company Level WFR-63491: The Rate Multiplier can now be
More informationUser Manual - Payroll and WPS
User Manual - Payroll and WPS The User Guide below will help you navigate through the key features of Payroll, and includes features and additional screenshots not covered in the Tutorials. Payroll and
More informationSection I- Manage Time
Section I- Manage Time 3 Reviewing Time The purpose of reviewing time is to identify any errors in employees worked hours during the period. Viewing Employee Time 1. Browse to Hours > Group Hours 2. Set
More informationManager Training Package. Goal: To accurately and efficiently manage employees time
Goal: To accurately and efficiently manage employees time Manager Training Package Table of Contents Pre-Payroll Processing Checklist... 2 Reviewing Time:...3 Viewing Employee Time:... 3 ManagingTime:...
More informationMARATHON FINANCIAL ACCOUNTING PAYROLL PROCESSING
The following pages will provide the user with detailed steps for processing payroll. Each step will guide the user to the correct menu path and will help them to determine if the step is needed for their
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 informationEntering a New Hire and Terminating an Employee in IOIPay
Issued: Fall 2017 New Hire Page 1 Entering a New Hire and Terminating an Employee in IOIPay Entering a New Hire Follow these step-by-step instructions to enter a new employee into the payroll system. 1.
More informationAfter clicking the link in the Broker Portal or Producer World, you will be prompted to enter your NPN #, then click Continue.
Broker Guide After clicking the link in the Broker Portal or Producer World, you will be prompted to enter your NPN #, then click Continue. Home Page Start a new order by selecting a Plan Year Access Order
More informationTo record a manual check, select Manual Check from the Payroll tile on the Main Menu.
s Manual Check If an employee was left out of a payroll or needs to be paid an additional amount, you can do a manual check for that employee through the Paycom system. The manual check will calculate
More informationRetroactive Payments to Terminated Employees Last Updated: September 2015
Use this job aid to guide you through the process of entering a retroactive payment for a terminated employee. Section 1: Refer to this Section when making a retroactive payment to an employee who has
More informationManager Training Package. Goal: To accurately and efficiently manage employee s time
Goal: To accurately and efficiently manage employee s time Manager Training Package Table of Contents Pre Payroll Processing Checklist... 2 Review Time:...3 View Employee Time:... 3 Manage Time:... 4 Adding
More informationHRIS Job Role Training
HRIS Job Role Training Name Change Forms: XP52 i Table of Contents Introduction... 3 HRIS Name Change Chart... 4 Individual Action (XP52.1) - Parameters Tab (NAME CHNG)... 5 Individual Action (XP52.1)
More informationVicki Vokas Exercise 1: Add New Position Page 1
Add a New Position...3 1. Start...3 2. Select a record from the worksheet...4 3. To Display Salary Detail...5 4. Double click to enter the detail/edit form...6 5. New Position Icon...7 6. Blank form to
More information