1. Request and Remove HRS Security Roles in HRS
  2. Accessing a Timesheet (Employee & Manager) in HRS
  3. UW Shared Services Glossary
  4. Reprocessing Events Using On Demand Event Maintenance in HRS
  5. Processing a Death Claim in HRS
  6. Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance in HRS
  7. Entering Health Benefits Data in HRS
  8. Adding Events to the BAS Activity Table in HRS
  9. Reviewing the MSC Event Evaluation Report in HRS
  10. Deleting and Voiding Events Using On Demand Event Maintenance in HRS
  11. InactivePayGroupsKBList062921.pdf [Attachment file]
  12. Reprocessing the Open Enrollment (OE) Event in HRS
  13. Adding or Removing a Dependent from Coverage using On-Demand in HRS
  14. MSC_Event_Eval_Job_Aid.pdf [Attachment file]
  15. Processing the Age 26 Dependent COBRA Continuation Notification Process in HRS
  16. Using Health Insurance Coverage Codes and Relationships in HRS
  17. Overview of Enrollment Codes and Reasons Job Aid for HRS
  18. Processing the BAS Open Action Required Report in HRS
  19. Using On-Demand for the Annual Benefit Enrollment Period in HRS
  20. Processing the Income Continuation Insurance Missing Enrollment WED Report in HRS
  21. ActivePayGroupsKBList122319.pdf [Attachment file]
  22. Frequently Asked Questions Regarding the COBRA Continuation Notice Process
  23. Processing the Income Continuation Insurance Co-Elect Enrollment WED Report in HRS
  24. Processing the HDHP and no HSA WED Enrollment Report in HRS
  25. Running the New Hire Self Service Reports in HRS
  26. Notifying Optum Financial of UW Transfer To/From Another State Agency
  27. Processing the Limited Purpose Flex Spending Account No HDHP WED Report in HRS
  28. Processing the HSA no HDHP Enrollment WED Report in HRS
  29. Benefits Administration Process in HRS
  30. Deduction Prepay Process (Part II: Disburse Money for Insurance During Leave) in HRS
  31. Running the Employee Process Status Report in HRS
  32. Reconciliation of Benefit Data Updates in HRS
  33. Entering Benefits Billing Enrollments in HRS
  34. Processing the Self Service Pending WED Report in HRS
  35. Processing the Enrolled in FSA Medical and HSA Report in HRS
  36. Review of the Flex Spending Account/Limited Purpose Flex Spending Account New Hire Enrollment Process in HRS
  37. Processing UW FSA and LPFSA Qualifying Events in HRS
  38. Running the Position Exception or Override Report (SQR Report) in HRS
  39. Processing an ICI Event for Deferred Enrollment in HRS
  40. Process Indicators and Event Process Statuses in HRS
  41. List of Benefit Events Used in HRS
  42. Running the Earnings Encumbrance Messages Report in HRS
  43. UPS_Workshop_Movement_from_US_to_AS_07092015.pdf [Attachment file]
  44. ETFQualifyingLifeEventMatrix.pdf [Attachment file]
  45. Enrollment_Code_Reason_Job_Aid.pdf [Attachment file]
  46. Maintain Telework Data in HRS
  47. UPS Voluntary Reassignment Process (Univ Staff to Academic Staff/Limited) in HRS
  48. Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS
  49. Benefit Program Assignment Job Aid for HRS
  50. Public Service Loan Forgiveness Verification Process
  51. Annual Short Work Break Processing in HRS
  52. Common Navigation Paths For Time and Labor in HRS
  53. Requesting Adult Child Disability Approval
  54. Adjusting Savings Management Service in HRS
  55. Searching For an Employee's Position Number From Job Info in HRS
  56. Hiring Into a Job or Transfer (Student Help) in HRS
  57. Adding or Changing Appointment Level Funding for Employee's Salary Expense in HRS
  58. Adding Termination Rows on JOB Data in HRS
  59. Processing the Health Savings Account and Coordination of Benefits WED Report in HRS
  60. Entering an Adjusted Continuous Service Date in HRS
  61. Adding a Student Help Person in HRS
  62. Entring Job Code Changes in HRS
  63. Running the No Appointment Level Funding Report in HRS
  64. Running the IPS Upload to CAT (Append) and Additional Adjustments Page
  65. Running the Passport/Visa Exp Report (SQR Report) in HRS
  66. Viewing Funding Edit Errors in HRS
  67. Running the Funding Editing Report in HRS
  68. ReadingtheOnDemandScreenTipsheet.pdf [Attachment file]
  69. Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT
  70. Using the Person Assignment Checklist to record Criminal Background Check, Position of Trust, and Sexual Harassment Reference Checks in HRS
  71. Completing Simple Encumbrance Maintenance - Close out in HRS
  72. Resolving Funding Error Issues in HRS
  73. Changing Working Title on Job Data in HRS
  74. Frequently Asked Questions Regarding Performance Management in HRS
  75. Hiring Employees Using a Position in HRS
  76. Processing the WED Overmax Undermin Report in HRS
  77. Viewing the Summary Reporting Page in CAT
  78. Running the BSUM [3270] in CAT
  79. Corrections Job Aid for HRS
  80. Modifying Person Data in HRS
  81. Adding a Person in HRS
  82. Compensation Administration Tool 1.3 Transfer Business Process in CAT
  83. Running the Missing From CAT Report
  84. Forwarding Job Openings to HigherEdJobs.com
  85. Frequently Asked Question Resource for Applicants applying via the Candidate Gateway
  86. Adjusting the ALRA Counter in HRS
  87. Printing a Manual Benefits Billing Invoice in HRS
  88. Data Cookbook Naming Convention for UW Business Intelligence
  89. Compensation Administration Tool (CAT) 1.0 End to End Business Process
  90. Entering Craft Worker Vacation Elections in HRS
  91. Entering or Changing Governance Tracking for Faculty Appointments in HRS
  92. Running the Department Setup Verification Report in HRS
  93. Performance Management Queries in HRS
  94. Performance Management Reporting in HRS
  95. Making Timesheet Adjustments in HRS
  96. Managing the Electronic P-File Deletion Requests in HRS
  97. Entering a Faculty Sabbatical in HRS
  98. Updating FLSA Threshold Exemption Field in HRS
  99. Processing the WED Missing Adjusted Continuous Service Date Report in HRS
  100. Maintaining Person Data - Contact Information in HRS
  101. Running the Position Report in CAT
  102. Maintaining Encumbrances - Balance Not Correct or Doesn't Exist in HRS
  103. Officer Code Listing Job Aid for HRS
  104. Funding Checklist and Timelines in HRS
  105. Maintaining the Expected Job End Date in HRS
  106. Updating the HR Primary Indicator in HRS
  107. Finance Report List in HRS
  108. Review of the Nightly Encumbrance Process in HRS
  109. Time and Labor WED Reports in HRS
  110. Absence Processing Overview for University Staff and FAASLI Employees in HRS
  111. Salary Funding Lifecycle for Payroll Processing in HRS
  112. Deduction Prepay Process (Part I: Deduct Money for Insurance in Anticipation of a Leave) in HRS
  113. Running the Under Min / Over Max Report in CAT
  114. Using the Electronic File Feature in HRS
  115. Creating Individual Performance Management Documents in HRS
  116. Automatic Performance Management Email Notifications in HRS
  117. Initiating a Criminal Background Check and Sexual Harassment Reference Check in TAM
  118. Managing Performance Management Documents (HR Admin) in HRS
  119. Processing the Missing SSNHR - WED - UW_HR_MISSING_SSN
  120. Fiscal Year End Considerations in HRS
  121. Running a Query to Identify Employees with Payroll Default Funding (PRDFLT) in HRS
  122. Entering a Probation Change (Extension) in HRS
  123. University of Wisconsin Policy Resources
  124. Viewing Compensatory Time Balance in HRS
  125. Searching for a Person using Social Security Number in HRS
  126. Managing Applicant Lists in TAM
  127. Securely Digitizing Files for Upload to HRS
  128. Processing the WED Missing Business Addresses Report in HRS
  129. Running the Employee Funding Summary Report in HRS
  130. Viewing Messages Using the Mail Retrieval Page in HRS
  131. Processing the Saving Plan Enrollment Missing SSN WED Report in HRS
  132. Running the Benefit Email Query in HRS
  133. Using the Person Checklist to Record Dates
  134. Enter COVID Vaccine record on behalf of an employee in HRS
  135. Layoff Processing and Sick Leave Conversion
  136. Automated Performance Management Processes in HRS
  137. Running and Analyzing the FLSA Exempt Compliance Report in HRS
  138. Running the Sexual Harassment Reference Check Compliance Query in HRS
  139. Initiating Sexual Harassment Reference Checks and Criminal Background Checks for Direct Hires
  140. Reviewing and Updating FLSA Status for Employees With Multiple Job Records in HRS
  141. Requesting an Adjustment Using the UW Term Paysheet Request Page in HRS
  142. Reviewing and Approving eForms in HRS
  143. Running the Single Active Record FLSA Query in HRS
  144. OAR Reports - WED and Queries in HRS
  145. Analyzing the FLSA Exempt Compliance Report in HRS
  146. Submitting Requests for a Mass Job Update in HRS
  147. Adding or Maintaining a Person of Interest (POI) Criminal Background and Position of Trust Checklist
  148. Sending Procurement Contracts Using Docusign
  149. Adding New Users to Receive Email Notifications for PeopleSoft Processes for Testing in Non-Prod Databases
  150. Reviewing Mandatory Employee Training in HRS
  151. Completing Employee Setup for Summer Prepay in HRS
  152. Elapsed Hourly Integrated Timesheets in HRS
  153. Running the "Reports To" Report in HRS
  154. Security Secure Data Handling Practices
  155. Viewing and Updating Dependent Information Using Self Service in HRS
  156. Requesting Organizational Department Additions and Changes in HRS
  157. Administering National Medical Support Notice & Badgercare
  158. Reviewing the Benefits Billing Delinquency Report in HRS
  159. Entering Time Using a Punch Hourly Integrated Timesheet in HRS
  160. Focus Pay Card in HRS
  161. Submitting Requests for a Mass Funding Update in HRS
  162. Processing the HSA Annual Election Above Limit WED Report in HRS
  163. Managing the Time and Absence MSS Dashboard in HRS
  164. Requesting Legal Settlements for Wages and Non-Wages in HRS
  165. Coding Insurance Applications for Entry in HRS
  166. Processing the HSA and Medicare Information WED Report in HRS
  167. Setting Up Benefits Billing Manual Charges in HRS
  168. Entering Deceased Employee Payroll Data in HRS
  169. Entering Backup Zero Dollar Jobs in HRS
  170. Processing the Leave of Absence (LOA) WED Report in HRS
  171. Requesting Benefits Billing Refunds in HRS
  172. Assigning Job Opening Categories in TAM
  173. Running the Affordable Care Act (ACA) Reports in HRS
  174. Understanding the Custom Fringe Distribution Process in HRS
  175. Compensation Administrative Tool 1.2 Terminations Business Process in CAT
  176. How to Add or Edit Teams for use on the Assignments page in TAM
  177. Compensation Administration Tool 1.1 New Hires Business Process in CAT
  178. Running the HRS to CAT Compare Report in CAT
  179. Running the HRS Change Report in CAT
  180. Running the Record Errors Report in CAT
  181. Running the Audit Log Report in CAT
  182. Institutional Planning Spreadsheet in CAT
  183. Processing the University Staff ICI Annual Sick Leave Swap Report (2020)
  184. Adding a Preferred Name in HRS
  185. Security Roles Overview for CAT
  186. Updating the UW Benefits Tab on Job Data in HRS
  187. Compensation Administrative Tool and Additional Adjustments Pages in CAT
  188. Running the Populate Eligibility Config Pop Process Ad Hoc in HRS
  189. Processing the SOD Overdue Reports in HRS
  190. Entering a Transfer from University Staff to Academic Staff / Limited to HRS
  191. Running the Initialization Report for CAT
  192. Processing the Missing Default Schedule Report (Academic Staff) in HRS
  193. Administering Demand Letters from Centers for Medicare and Medicaid Services (CMS)
  194. Entering a Position Change - Voluntary Reassignment (UPS - Movement from University Staff to Academic Staff/Limited) in HRS
  195. Processing the WED SOD Reports in HRS
  196. Running the Institutional Planning Spreadsheet to CAT [Edit and Overwrite]
  197. Running the WRS Rehired Annuitant Lookback Report in HRS
  198. Reviewing the WRS Lookback Process in HRS
  199. Security Role BN Deduction Prepay Review for HRS
  200. Security Role BN Job Data for HRS
  201. Security Role BN Campus Benefits Update for HRS
  202. Security Role BN Benefits View in HRS
  203. Entering New Hire HSA and HDHP Enrollments in HRS
  204. Security Role BN Workers Compensation Admin for HRS
  205. Rounding of Reported Time to Payable Time in HRS
  206. Security Role BN Reconciliation Table View for HRS
  207. Reviewing the Deduction Prepay Balance Review Page in HRS
  208. Processing the Worker's Compensation Report in HRS
  209. Running the Comp Time Leave Balance Report in HRS
  210. Restoration of Worker's Comp for University Staff in HRS
  211. General Deduction Codes Job Aid for HRS
  212. Running the Direct Retro Funding Distribution Audit Report in HRS
  213. Looking up Prior WRS Service in ETF One
  214. Processing the WED New Hire Hold Report in HRS
  215. Review of the ICI Notification Process in HRS
  216. Running the Benefit Arrears Balance Query in HRS
  217. Reviewing Benefits Arrears Balances in HRS
  218. Processing the WED Missing Home Addresses Report in HRS
  219. Running the UW Frozen Snapshot of Employee Data View in EPM
  220. Running the Address Cleansing Exception Report in HRS
  221. Pay Group Descriptions in HRS
  222. Running the Lost Leave Balance Report in HRS
  223. Processing the WED Job Code with Incorrect Pay Basis Report in HRS
  224. Viewing the UW Benefits Payline Adjustment Page in HRS
  225. Viewing UW Multiple Jobs Summary for an Employee in HRS
  226. Pay Basis Descriptions in HRS
  227. Troubleshooting Job Posting Not Showing in TAM
  228. Benefits Administration Schedule Summary in HRS
  229. Running the Employee Funding Becoming Inactive Report in HRS
  230. Correcting Employee Hired but did not Start Misentry in HRS
  231. Glacier Account Requirements for Foreign Nationals on UW Payroll in HRS
  232. Processing Check Corrections in HRS
  233. Rebuilding Benefits Primary Job Flags in HRS
  234. Running the Job Group Analysis Report in TAM
  235. Frequently Asked Questions Regarding Employee Foreign Nationals
  236. Approving and Denying a Job Opening or Extending or Denying a Job Offer in TAM
  237. TAM - Security Role Matrix
  238. Creating a Benefits Payline Adjustment in HRS
  239. Campus Codes Used in Location / Appointing Department / Academic or Summer Pay Groups in HRS
  240. Running the Payline Details Report in HRS
  241. Accessing the FMLA/WFMLA Eligibility Report in HRS
  242. Reviewing the Health Application in relation to Job Data and Benefit Program Participation in HRS
  243. Running the Student Help Payroll Inactivity Recap Report in HRS
  244. Modifying an Applicant's Information in TAM
  245. Hire/Rehire End-to-End Business Process in HRS
  246. Adding a Person of Interest (POI) Relationship in HRS
  247. Adding or Changing Position Level Funding for Employee Salary Expenses in HRS
  248. List of Benefit Schedules in HRS
  249. Submitting an Off-Cycle Missed Payroll Request in HRS
  250. Entering Department Chair Jobs in HRS
  251. Processing ACH Reversals and Stop Check Payments in HRS
  252. Adding or Changing Department Level Funding for an Organizational Department in HRS
  253. Salary Funding Levels Assigned During Payroll Processing in HRS
  254. Running the Review Paycheck Query in HRS
  255. TAM - Letter Templates for TAM
  256. How to Apply for a Job On-line (Internal Applicant/Current UW employee) Using TAM
  257. Setting up Favorites in HRS
  258. Manual Process for Security Provisioning Hiring Manager and TA Coordinators in TAM
  259. Running Benefit Retro Query in HRS
  260. Viewing and Modifying Application and Applicant Data in TAM
  261. Reviewing FA/AS/LI Employees Missing Leave Reports in HRS
  262. List of Time and Labor Queries in HRS
  263. Sending Interview Evaluation Reminders in TAM
  264. Completing an Interview Evaluation in TAM
  265. Reviewing Interview Calendars in TAM
  266. Reviewing Applicant Interview Schedules and Evaluations in TAM
  267. Hiring an Applicant in TAM
  268. Running the Review Paycheck by Plan Type Query in HRS
  269. Hiring a TAM Applicant from Manage Hires in HRS
  270. Security Role BN WRS View Access for HRS
  271. Scheduling an Applicant Interview in TAM
  272. Creating Job Opening(s) in TAM
  273. Rehiring a Student Help Employee in HRS
  274. Running the Expected Job End Date (EJED) Query in HRS
  275. Maintaining Employee Data - Emergency Contact Information in HRS
  276. Vacation Carryover Restriction/Exceptions (Payroll Coordinators) in HRS
  277. Processing a Salary Advance Request
  278. Viewing Absence Management Results by Calendar in HRS
  279. Reviewing Retro Benefits in HRS
  280. Running the Deduction Prepay Paycheck Query in HRS
  281. Assigning a Badge ID in HRS
  282. Designate Funding for Payroll Earnings Code Differently Than Regular Pay in HRS
  283. Review Benefit Enrollments in HRS
  284. Negative Hours when Viewing Payable Time in HRS
  285. Viewing the Payable Time Summary in HRS
  286. Viewing Employee Job Data Records in HRS
  287. Changing Standard Hours (FTE) in HRS
  288. Entering Foreign National and Applied for SSN or ITIN in HRS
  289. Reviewing the Benefit Program Assignment in HRS
  290. Time and Labor Processing Procedure Timeline in HRS
  291. Running the Position Status Report in HRS
  292. Running the Primary Job Audit Report in HRS
  293. Entering Absences via UWS Absences Page for University Staff Employees (Payroll Coordinators) in HRS
  294. Adding an Employment Instance (Student Help) in HRS
  295. Managing the Individual Retroactive Payroll Process (Payroll Coordinators) in HRS
  296. Entering Summer Service & Summer Session Positions and Jobs in HRS
  297. Viewing HRS Actuals Funding Distribution After Payroll Post-Confirmation in HRS
  298. Managing Workstudy Awards in HRS
  299. Using the Student Template Hire in HRS
  300. Frequently Asked Questions Regarding Deduction Prepay in HRS
  301. Funding and Direct Retro Security by Campus in HRS
  302. Review of the Person Hub in HRS
  303. Running the Ripple Process in HRS
  304. Running the Funding Change Report in HRS
  305. Approving an Absence (Manager) in HRS
  306. Entering Pay Rate Changes in HRS
  307. Time and Labor Reports in HRS
  308. Entering a Leave of Absence Due to Workers Compensation in HRS
  309. Entering an Annual Benefits Base Rate (ABBR) in HRS
  310. Maintaining Workforce - Transfers in HRS
  311. Adding an Employment Instance (Non-Madison) in HRS
  312. Creating and Maintaining Time and Labor Security in HRS
  313. Resolving Error Messages on Funding Data Entry Page in HRS
  314. Processing Overtime for Multiple Jobs and Comp Time Policy in HRS
  315. Maintaining Workforce Data (Student Help) in HRS
  316. Benefits Coverage Codes Job Aid for HRS
  317. Overview of Benefits Eligibility Fields in HRS
  318. Setting Up Direct Deposits in HRS
  319. Entering an Employee's Tax Form W-4 Withholding Allowance Certificate in HRS
  320. Continuity Status in HRS
  321. Entering a Leave of Absence (Unpaid, Paid, Partial, Intermittent) in HRS
  322. Maintaining Person Data - Biographical Details in HRS
  323. Hiring an Employee into a Job without a Position (Non-Madison) in HRS
  324. Employee Probation Types in HRS
  325. Maintaining Workforce - Seasonal Employees in HRS
  326. Managing the Student Template Hire - HR Approval in HRS
  327. Adding Regional (Race/Ethnicity) Information in HRS
  328. Adding Disability and Veterans Information in HRS
  329. Processing the Savings Tax Class Audit WED Report in HRS
  330. Rehiring an Employee in HRS
  331. Correcting and Updating FLSA Status in HRS
  332. HR Report List for HRS
  333. Adding Visa Data (Cross reference to International Tax) in HRS
  334. Entering Contract Administration in HRS
  335. Correcting TSA Deduction Errors in HRS
  336. Time and Labor MSS Weekly Time Calendar in HRS
  337. Time Reporting Codes (TRCs) in HRS
  338. Managing Payroll Options in HRS
  339. Running the Half Time Compliance Report in HRS
  340. Review Paycheck Benefits Deductions Job Aid for HRS
  341. Processing the Savings Minimum WED Report in HRS
  342. Running the Deduction Prepay Load Status Query in HRS
  343. Entering Direct Retro Funding Distribution in HRS
  344. Maintaining Employee Data - Death Record in HRS
  345. Reviewing Benefits Billing Charges and Payments in HRS
  346. Managing Position Data in HRS
  347. Entering Job Overloads in HRS
  348. Employee Classifications (Empl Class) in HRS
  349. Entering Tenure Tracking in HRS
  350. Approving Payable Time in HRS
  351. Adding or Maintaining a Person of Interest (POI) in HRS
  352. Running the TA Status and Earliest Change Date Query in HRS
  353. Viewing the Current Benefits Summary in HRS
  354. Viewing Payable Time in HRS
  355. Entering Time When an Employee Works on a Legal Holiday in HRS
  356. Viewing the WRS Accumulator Table in HRS
  357. Reconciling Daylight Saving Time With Payable Time in HRS
  358. Review of Time Administration in HRS
  359. Reviewing and Approving Time and Absence Exceptions in HRS
  360. Reprinting Benefits Billing Reprint Invoices in Cypress
  361. Searching for Existing Person in HRS
  362. PayrollCalendarProcessingGeneralV2.docx [Attachment file]
  363. View email messages header in O365
  364. leave-annual-conversion-instructions_2.pdf [Attachment file]
  365. New Employee - General Computer Use Information
  366. Setting up the OneDrive File Sync
  367. Conference Rooms Standards Guide
  368. SharePoint Resources
  369. Download Microsoft Office for Personal Use
  370. Overview of Multi-Factor Authentication (MFA)
  371. Multi-factor Authentication (MFA) Frequently Asked Questions
  372. Logging in with Multi-Factor Authentication (MFA)
  373. i-9-paper-version.pdf [Attachment file]
  374. CATSystem1.0End_to_EndBusinessProcessWorkbook_System_v10.docx [Attachment file]
  375. ListofActiveActionReasonCodes.pdf [Attachment file]
  376. OfferLetterOF1.doc [Attachment file]
  377. OfferLetterOF2.doc [Attachment file]
  378. HRS_OFF_LETTER_OF4.docx [Attachment file]
  379. Non-IASOfferletter.doc [Attachment file]
  380. ACHReversalsandStopCheckPayments5_9_19_RJL.docx [Attachment file]
  381. HRChecklistfinal.pdf [Attachment file]
  382. ETFHealthApplication2016.pdf [Attachment file]
  383. Coding_Applications_Job_Aid.docx [Attachment file]
  384. BenefitsBillingDelinquency-DetailJobAidRev2019.pdf [Attachment file]
  385. BenefitsBillingDelinquency-DetailJobAidRev2019.pdf [Attachment file]
  386. Campus Business Email Address for Human Resources System (Madison only)