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Enter a Lump Sum Request Form in HRS

Overview:

Instructions to enter a Lump Sum Request form

Process Considerations

  • Individuals will be able to enter requests only for employees that report to them.
  • To enter requests for employees that are not direct reports a security role must be requested and provisioned (UW_UNV_HR_LUMPSUM_REQUESTOR).
  • Once the request has been fully approved and entered, a copy of the Lump Sum Request form will be filed in the employee's electronic Pfile.

Enter a Lump Sum Request Form

/images/group426/shared/Warning_Sign.png Prior to the Lump Sum Request form being started, the employee must be entered in HRS.
  1. Sign into HRS (hrs.wisconsin.edu)
  2. From the drop down arrow next to Administrator Homepage (or Employee Self Service, depending upon security), select UW Requests Homepage.
  3. Review the information on the landing page.
  4. Click the Add a Lump Sum Request tab.
  5. Search for the employee by Empl ID or name, select the correct employee.
  6. Review the Employee Primary Job Information section, if any information is incorrect please contact your institution HR team.
  7. Enter information in the Lump Sum Information section. based on this lump sum appointment
    • Employee Type - See Employee Classifications (Empl Class) in HRS for additional information
    • Department of Lump Sum Work - enter the Department or see below using the search features.
    • Lump Sum Supervisor ID/Reports To - enter Empl ID or user search to find by name.
    • Start Date of Work
      NOTE: Start and end dates for 9 month employees must be within the academic or summer calendar dates and can not cross calendars, see the academic year calendar.
      /images/group426/shared/Warning_Sign.pngIf dates cross summer/academic calendars it will be pushed back and need to be corrected.
    • End Date of Work
    • Total Amount to be Paid - do not enter a dollar sign ($)
    • Hours Required to Complete Work
    • If this request is for teaching, or should be approved by the Academic Affairs Approver, click the slider bar for Work for the Lump Sum Request is for Teaching to Yes.
    • If teaching, enter Course Title and Course Section (will not appear if teaching slider indicates No).
    • Description of Work
      NOTE: Do not use commas, quotes or other special punctuation.
    • Why Request Cannot be Part of Regular Duties
    • Additional Comments
  8. Enter Funding string, in the Funding Entry section.
    NOTE: To add additional rows of funding click the plus sign in the Insert A Row column.
  9. Review the Acknowledgements and click the slider bar to read Yes.
  10. Add File Attachments, optional.
    • Click Upload.
    • Click My Device.
    • Search for and select document (must be a PDF file type).
    • Click Upload.
    • Click Done.
    • Select a Description from the drop down.
    • Enter a description in the second Description field.
    • To add additional documents, click Add and repeat steps.
  11. Enter in Comments, optional.
  12. Click Submit.
  13. An email will be sent to the Employee and then to remaining approvers.
    NOTE: If the employee has a current appointment the email will be sent to the business address on Modify a Person. If the employee does not have an active position then the email will be sent to the Home or Other email address on Modify a Person, if there is not one on record the form cannot be submitted.

Using the Magnifying Glass to Search for Results

  1. Click the Magnifying Glass in any field.
  2. Select Search Criteria on the Look Up page.
  3. Enter criteria in any field and click Search.
    NOTE: To select different search criteria operators (i.e. search contains instead of begins with), click the Show Operators hyperlink.
  4. Select the correct row in the Search Results section.

Managing a Pushed Back or Resubmitting a Request

  1. If a request is pushed back by an approver or the employee does not approve the request within seven (7) days an email will be sent to the requestor.
  2. Access the request through the email -OR-
  3. Sign into HRS (hrs.wisconsin.edu)
    • From the drop down arrow next to Administrator Homepage (or Employee Self Service, depending upon security), select UW Requests Homepage.
    • Review the information on the landing page.
    • Click the Update a Lump Sum Request tab.
    • Search for and select the request.
  4. Review the comments and update the request as needed.
  5. Click Resubmit.
    NOTE: The request will be sent through the entire approval chain process regardless of who pushed back the request.

Viewing a Submitted Request

A form can be viewed by the requestor at any point during the process or by an approver once it has been approved.
  1. Sign into HRS (hrs.wisconsin.edu)
  2. From the drop down arrow next to Administrator Homepage (or Employee Self Service, depending upon security), select UW Requests Homepage.
  3. Review the information on the landing page.
  4. Click the View a Lump Sum Request tab.
  5. Search for and select the request.

Additional Resources

Related Links:

  • Approve a Lump Sum Request Form tipsheet

Get Help




Keywords:Lump Sum, request, eForm   Doc ID:114403
Owner:tami e.Group:UW–Shared Services
Created:2021-10-20 12:19 CSTUpdated:2021-12-01 09:00 CST
Sites:UW–Shared Services
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