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Learning Reference Materials

PeopleSoft Training

Learning Reference Materials

eForms
- eForms Overview
  Training Guides
  
  Adding Attachments to eForms
  
  Changing Combo Code Distribution Only
  
  Creating a New Academic Administrative Appointment
  
  Creating a New Combo Code Using eForms
  
  Evaluating and Approving an eForm
  
  Hiring a Graduate Research Assistant
  
  Hiring a Graduate Teaching Assistant
  
  Hiring a Support Staff
  
  Hiring an Academic Staff
  
  Taking Other Job Action
  
  Job Aids
  
  Adding Attachments to eForms
  
  Changing Combo Code Distribution Only
  
  Evaluating and Approving an eForm
  
  Hiring a Graduate Research Assistant
  
  Hiring a Graduate Teaching Assistant
  
  Hiring a Support Staff
  
  Hiring an Academic Staff
  
  Taking Other Job Action
  
  Quick Reference Guides
  
  eForms Delegation Guidelines for Research Project Managers
  
  eForms Changing Employee Personal Information
  
  eForms Merit Increments for Temporary Academic Employees
  
  eForms Teacher Honorarium
Employee Benefits
- Employee Benefit Enrollment
  Training Guides
  
  Employee Only (Single) Benefits Enrollment Process
  
  Family Benefits Enrollment Process
- Employee Self Service Benefits
  Training Guide
  
  Employee Self Service Benefits
  - Detailed instructions on how to view your benefits, submit a status change, and make changes to your beneficiary and dependent information.
  Job Aids
  - Job Aids provide a high level summary of the steps required to complete an action. For the details and instructions of a specific Job Aid, refer to the Training Guide provided.
  Adding Designation of Beneficiary
  
  Changing the Name of a Beneficiary/Dependent
  
  Removing Benefits for a Dependent
  
  Revising Designation of Beneficiary
  
  Submitting a Family Status Change
  
  Submitting a Marital Status Change
  
  Viewing Your Benefits Summary
Employee Time Entry
- Employee Time Entry for Hourly Staff
  Training Guide
  
  Employee Time Entry for Hourly Staff
  
  Quick Reference Guides
  - Employee Type:
  Academic Hourly
  
  APO's, TAPS and Librarians
  
  Auxiliary Hourly (Operating)
  
  Auxiliary Hourly (Trust)
  
  Casual Level 1 FT Student
  
  Casual Level 1 (Operating and Trust)
  
  Casual Level 2 (Operating and Trust)
  
  Excluded Student Hourly
  
  Supplemental Trades
  - Process:
  Managing Pushed Back Time
  
  Payable Time Statuses
  
  Additional Reference Material
  
  Time and Labor Exception Messages
  
  Time Entry - Common Issues and Information
  
  Time Entry Validation Errors
  
  Time Reporting Codes Reference Sheet
- Employee Time Entry for Salaried Staff
  Training Guide
  
  Employee Time Entry for Salaried Staff
  
  Quick Reference Guides
  - Employee Type:
  Salaried (Operating)
  
  Salaried (Trust)
  - Process:
  General Holiday Pay for Part Time Salaried (Reg and Auxiliary)
  
  Managing Pushed Back Time
  
  Payable Time Statuses
  
  Additional Reference Material
  
  Time and Labor Exception Messages
  
  Time Entry - Common Issues and Information
  
  Time Entry Validation Errors
  
  Time Reporting Codes Reference Sheet
- Vacation Time Entry for APOs TAPS and Librarians
  Training Guide
  
  Vacation Time Entry for APO's, TAPS and Librarians
  
  Quick Reference Guides
  
  APO's, TAPS and Librarians
HRS Workforce Administration
- HRS Workforce Administration
  Training Guides
  
  HRS Workforce Administration
Managers Supervisors and Team Leads
- Managers Supervisors and Team Leads - Overview
    Training Guides
  
  Manager Dashboard
  
  Payable Time Approval
  
  Reports and Queries for Managers, Supervisors and Team Leads
  
    Quick Reference Guides
  
  6 Clicks to Approval Success
  
  Approval and Delegation (Hourly)
  
  Approval and Delegation (Salaried)
  
  General Holiday Pay Part Time Salaried (Excluded)
  
  General Holiday Pay Part Time Salaried (Reg and Auxiliary)
  
  Guideline for Delegating Time and Labor Approvals
  
  Auditing Payable Time
  
  Managing Pushed Back Time
  
  Time Line for Time and Labor Life Cycle
  
    Additional Reference Material
  
  Time Reporting Codes
  
  Time Entry Validation Errors
  
  Time and Labor Exception Messages
Managing Payable Time as a Proxy
- Managing Payable Time as a Proxy - Training Guide
  Training Guide Overview
  
  This training guide will provide an understanding of the role as a proxy for Time and Labour. You will be provided instructions on how to accept a delegation request and how to approve or push back the delegated payable time.
Other
- Cross-referencing Speed Type to Combo Code_QRG
- 3rd Party Invoicing Training Guide
- Cross-referencing Speed Type to Combo Code_Job Aid
- HCM Reports To Application
  Additional Reference Material
  
  HCM Reports To Application Guidelines
  
  HCM Reports To Schedule
- PreHire Process
  Online Tutorial
  
  Create and Maintain Person ID and Affiliations
  
  Training Guide
  
  Create Person Process
  
  Quick Reference Guide
  
  Pre-Hire Process
  
  Additional Reference Material
  
  Create New Person ID Form
PeopleSoft 101
- PeopleSoft 101
  Training Guide
  
  PeopleSoft 101
  
  Additional Reference Material
  
  Keyboard Shortcuts in PeopleSoft
  
  PeopleSoft Search String Operands
Salary and Benefit Adjustments
- Salary and Benefit Adjustments
  Training Guide
  
  Salary and Benefits Adjustment
  
  Additional Reference Material
  
  Salary and Benefit Adjustment Overview Session Presentation
  
  Salary and Benefit Adjustment Overview Session Recording
Timekeeper
- Timekeeper
  Training Guide
  
  Payable Time Management for Time Keepers
  
  Quick Reference Guides
  
  Auditing Payable Time
  
  General Holiday Pay Part Time Salaried (Excluded)
  
  General Holiday Pay Part Time Salaried (Reg and Auxiliary)
  
  Managing Pushed Back Time
  
  Payable Time Statuses
  
  Additional Reference Material
  
  Time and Labor Exception Messages
  
  Time Entry Common Issues and Other Information
  
  Time Entry Validation Errors
  
  Time Line for Time and Labor Life Cycle
  
  Time Reporting Codes Reference Sheet
  
  Timekeeper Time Reporting Codes