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. Reviewing the MSC Event Evaluation Report in HRS
  9. Adding Events to the BAS Activity Table 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. DeathofaDependent2019.pdf [Attachment file]
  16. DeathofaDependent.pdf [Attachment file]
  17. Processing the Age 26 Dependent COBRA Continuation Notification Process in HRS
  18. Using Health Insurance Coverage Codes and Relationships in HRS
  19. Processing the BAS Open Action Required Report in HRS
  20. Overview of Enrollment Codes and Reasons Job Aid for HRS
  21. Using On-Demand for the Annual Benefit Enrollment Period in HRS
  22. Processing the Income Continuation Insurance Missing Enrollment WED Report in HRS
  23. ActivePayGroupsKBList122319.pdf [Attachment file]
  24. Frequently Asked Questions Regarding the COBRA Continuation Notice Process
  25. Processing the Income Continuation Insurance Co-Elect Enrollment WED Report in HRS
  26. Processing the HDHP and no HSA WED Enrollment Report in HRS
  27. Notifying Optum Financial of UW Transfer To/From Another State Agency
  28. Processing the Limited Purpose Flex Spending Account No HDHP WED Report in HRS
  29. Running the New Hire Self Service Reports in HRS
  30. Processing the HSA no HDHP Enrollment WED Report in HRS
  31. Benefits Administration Process in HRS
  32. Deduction Prepay Process (Part II: Disburse Money for Insurance During Leave) in HRS
  33. Running the Employee Process Status Report in HRS
  34. Entering Benefits Billing Enrollments in HRS
  35. Reconciliation of Benefit Data Updates in HRS
  36. UpdateDependentJobAid.pdf [Attachment file]
  37. Processing the Enrolled in FSA Medical and HSA Report in HRS
  38. Processing the Self Service Pending WED Report in HRS
  39. Processing UW FSA and LPFSA Qualifying Events in HRS
  40. Review of the Flex Spending Account/Limited Purpose Flex Spending Account New Hire Enrollment Process in HRS
  41. Processing an ICI Event for Deferred Enrollment in HRS
  42. Process Indicators and Event Process Statuses in HRS
  43. List of Benefit Events Used in HRS
  44. Running the Earnings Encumbrance Messages Report in HRS
  45. Running the Position Exception or Override Report (SQR Report) in HRS
  46. UPS_Workshop_Movement_from_US_to_AS_07092015.pdf [Attachment file]
  47. ETFQualifyingLifeEventMatrix.pdf [Attachment file]
  48. Enrollment_Code_Reason_Job_Aid.pdf [Attachment file]
  49. Running the Telework Agreement Query in HRS
  50. Changing Working Title on Job Data in HRS
  51. Multi-factor Authentication (MFA) Frequently Asked Questions
  52. Logging in with Multi-Factor Authentication (MFA)
  53. SharePoint Resources
  54. Overview of Multi-Factor Authentication (MFA)
  55. Download Microsoft Office for Personal Use
  56. Conference Rooms Standards Guide
  57. New Employee - General Computer Use Information
  58. Setting up the OneDrive File Sync
  59. View email messages header in O365
  60. Security Role BN Benefits View in HRS
  61. Security Role BN WRS View Access for HRS
  62. TAM - Security Role Matrix
  63. Security Role BN Job Data for HRS
  64. Security Role BN Campus Benefits Update for HRS
  65. Processing the HSA Annual Election Above Limit WED Report in HRS
  66. Viewing and Updating Dependent Information Using Self Service in HRS
  67. Data Cookbook Naming Convention for UW Business Intelligence
  68. Security Role BN Workers Compensation Admin for HRS
  69. Security Role BN Reconciliation Table View for HRS
  70. UPS Voluntary Reassignment Process (Univ Staff to Academic Staff/Limited) in HRS
  71. Public Service Loan Forgiveness Verification Process
  72. Adjusting the ALRA Counter in HRS
  73. Security Role BN Deduction Prepay Review for HRS
  74. Officer Code Listing Job Aid for HRS
  75. Absence Processing Overview for University Staff and FAASLI Employees in HRS
  76. Reviewing FA/AS/LI Employees Missing Leave Reports in HRS
  77. Running the Lost Leave Balance Report in HRS
  78. Restoration of Worker's Comp for University Staff in HRS
  79. Running the Comp Time Leave Balance Report in HRS
  80. Vacation Carryover Restriction/Exceptions (Payroll Coordinators) in HRS
  81. Approving an Absence (Manager) in HRS
  82. Entering Absences via UWS Absences Page for University Staff Employees (Payroll Coordinators) in HRS
  83. Viewing Absence Management Results by Calendar in HRS
  84. Processing the Health Savings Account and Coordination of Benefits WED Report in HRS
  85. Benefit Program Assignment Job Aid for HRS
  86. Printing a Manual Benefits Billing Invoice in HRS
  87. Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS
  88. Adjusting Savings Management Service in HRS
  89. Requesting Adult Child Disability Approval
  90. Processing the Leave of Absence (LOA) WED Report in HRS
  91. Administering National Medical Support Notice & Badgercare
  92. Requesting Benefits Billing Refunds in HRS
  93. Setting Up Benefits Billing Manual Charges in HRS
  94. Layoff Processing and Sick Leave Conversion
  95. Coding Insurance Applications for Entry in HRS
  96. Deduction Prepay Process (Part I: Deduct Money for Insurance in Anticipation of a Leave) in HRS
  97. Viewing Messages Using the Mail Retrieval Page in HRS
  98. Updating the UW Benefits Tab on Job Data in HRS
  99. Processing the Saving Plan Enrollment Missing SSN WED Report in HRS
  100. Processing the HSA and Medicare Information WED Report in HRS
  101. Processing the University Staff ICI Annual Sick Leave Swap Report (2020)
  102. Running the Benefit Email Query in HRS
  103. Reviewing the Benefits Billing Delinquency Report in HRS
  104. Running the Populate Eligibility Config Pop Process Ad Hoc in HRS
  105. Administering Demand Letters from Centers for Medicare and Medicaid Services (CMS)
  106. Running the Benefit Arrears Balance Query in HRS
  107. Reviewing Benefits Arrears Balances in HRS
  108. Reviewing the Deduction Prepay Balance Review Page in HRS
  109. Processing the Worker's Compensation Report in HRS
  110. Running the WRS Rehired Annuitant Lookback Report in HRS
  111. Reviewing the WRS Lookback Process in HRS
  112. Looking up Prior WRS Service in ETF One
  113. Viewing the UW Benefits Payline Adjustment Page in HRS
  114. Review of the ICI Notification Process in HRS
  115. Rebuilding Benefits Primary Job Flags in HRS
  116. Entering New Hire HSA and HDHP Enrollments in HRS
  117. Running Benefit Retro Query in HRS
  118. Review Benefit Enrollments in HRS
  119. Creating a Benefits Payline Adjustment in HRS
  120. Running the Deduction Prepay Paycheck Query in HRS
  121. Running the Payline Details Report in HRS
  122. Reviewing Retro Benefits in HRS
  123. Running the Review Paycheck Query in HRS
  124. Running the Review Paycheck by Plan Type Query in HRS
  125. List of Benefit Schedules in HRS
  126. Reviewing the Health Application in relation to Job Data and Benefit Program Participation in HRS
  127. Reviewing the Benefit Program Assignment in HRS
  128. Overview of Benefits Eligibility Fields in HRS
  129. Review Paycheck Benefits Deductions Job Aid for HRS
  130. Entering an Annual Benefits Base Rate (ABBR) in HRS
  131. Running the Half Time Compliance Report in HRS
  132. Frequently Asked Questions Regarding Deduction Prepay in HRS
  133. Processing the Savings Tax Class Audit WED Report in HRS
  134. Benefits Coverage Codes Job Aid for HRS
  135. Reprinting Benefits Billing Reprint Invoices in Cypress
  136. Viewing the Current Benefits Summary in HRS
  137. Adding and Updating Dependents in HRS
  138. Running the No Appointment Level Funding Report in HRS
  139. Viewing the WRS Accumulator Table in HRS
  140. Viewing Funding Edit Errors in HRS
  141. Reviewing Benefits Billing Charges and Payments in HRS
  142. Adding or Changing Appointment Level Funding for Employee's Salary Expense in HRS
  143. Processing the Savings Minimum WED Report in HRS
  144. Running the Deduction Prepay Load Status Query in HRS
  145. Understanding the Custom Fringe Distribution Process in HRS
  146. Fiscal Year End Considerations in HRS
  147. Finance Report List in HRS
  148. Submitting Requests for a Mass Funding Update in HRS
  149. Adding New Users to Receive Email Notifications for PeopleSoft Processes for Testing in Non-Prod Databases
  150. Maintaining Encumbrances - Balance Not Correct or Doesn't Exist in HRS
  151. Adding or Changing Position Level Funding for Employee Salary Expenses in HRS
  152. Funding Checklist and Timelines in HRS
  153. Review of the Nightly Encumbrance Process in HRS
  154. Running the Direct Retro Funding Distribution Audit Report in HRS
  155. Running the Department Setup Verification Report in HRS
  156. Resolving Funding Error Issues in HRS
  157. Running a Query to Identify Employees with Payroll Default Funding (PRDFLT) in HRS
  158. Running the Funding Editing Report in HRS
  159. Running the Employee Funding Summary Report in HRS
  160. Salary Funding Levels Assigned During Payroll Processing in HRS
  161. Adding a Student Help Person in HRS
  162. Annual Short Work Break Processing in HRS
  163. Searching For an Employee's Position Number From Job Info in HRS
  164. Hiring Into a Job or Transfer (Student Help) in HRS
  165. Maintain Telework Data in HRS
  166. Designate Funding for Payroll Earnings Code Differently Than Regular Pay in HRS
  167. Entering an Adjusted Continuous Service Date in HRS
  168. Funding and Direct Retro Security by Campus in HRS
  169. Entering Direct Retro Funding Distribution in HRS
  170. Adding or Changing Department Level Funding for an Organizational Department in HRS
  171. Running the Funding Change Report in HRS
  172. Adding Termination Rows on JOB Data in HRS
  173. Using the Person Assignment Checklist to record Criminal Background Check, Position of Trust, and Sexual Harassment Reference Checks in HRS
  174. Entring Job Code Changes in HRS
  175. Resolving Error Messages on Funding Data Entry Page in HRS
  176. Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT
  177. Viewing HRS Actuals Funding Distribution After Payroll Post-Confirmation in HRS
  178. Compensation Administration Tool 1.3 Transfer Business Process in CAT
  179. Processing the WED Overmax Undermin Report in HRS
  180. Performance Management Reporting in HRS
  181. Running the IPS Upload to CAT (Append) and Additional Adjustments Page
  182. Performance Management Queries in HRS
  183. Compensation Administration Tool (CAT) 1.0 End to End Business Process
  184. Running the BSUM [3270] in CAT
  185. Running the Passport/Visa Exp Report (SQR Report) in HRS
  186. Viewing the Summary Reporting Page in CAT
  187. Modifying Person Data in HRS
  188. Running the Missing From CAT Report
  189. Entering Craft Worker Vacation Elections in HRS
  190. Entering or Changing Governance Tracking for Faculty Appointments in HRS
  191. Hiring Employees Using a Position in HRS
  192. Corrections Job Aid for HRS
  193. Managing the Electronic P-File Deletion Requests in HRS
  194. Initiating a Criminal Background Check and Sexual Harassment Reference Check in TAM
  195. Updating FLSA Threshold Exemption Field in HRS
  196. Running the Under Min / Over Max Report in CAT
  197. Maintaining the Expected Job End Date in HRS
  198. Running the Position Report in CAT
  199. Entering a Faculty Sabbatical in HRS
  200. Managing Performance Management Documents (HR Admin) in HRS
  201. Maintaining Person Data - Contact Information in HRS
  202. Updating the HR Primary Indicator in HRS
  203. Processing the Missing or Incorrect Primary National ID/SSN WED Report in HRS
  204. Processing the WED Missing Adjusted Continuous Service Date Report in HRS
  205. Enter COVID Vaccine record on behalf of an employee in HRS
  206. Reviewing and Approving eForms in HRS
  207. Running and Analyzing the FLSA Exempt Compliance Report in HRS
  208. Running the Sexual Harassment Reference Check Compliance Query in HRS
  209. Initiating Sexual Harassment Reference Checks and Criminal Background Checks for Direct Hires
  210. Entering a Probation Change (Extension) in HRS
  211. Automated Performance Management Processes in HRS
  212. Searching for a Person using Social Security Number in HRS
  213. Using the Person Checklist to Record Dates
  214. Processing the WED Missing Business Addresses Report in HRS
  215. Running the Primary Job Audit Report in HRS
  216. Running the Single Active Record FLSA Query in HRS
  217. Reviewing and Updating FLSA Status for Employees With Multiple Job Records in HRS
  218. Adding or Maintaining a Person of Interest (POI) Criminal Background and Position of Trust Checklist
  219. OAR Reports - WED and Queries in HRS
  220. Analyzing the FLSA Exempt Compliance Report in HRS
  221. Running the "Reports To" Report in HRS
  222. Completing Employee Setup for Summer Prepay in HRS
  223. Reviewing Mandatory Employee Training in HRS
  224. Submitting Requests for a Mass Job Update in HRS
  225. Entering Backup Zero Dollar Jobs in HRS
  226. Requesting Organizational Department Additions and Changes in HRS
  227. Funding Edit Errors Pagelet in HRS
  228. Compensation Administrative Tool 1.2 Terminations Business Process in CAT
  229. Time and Labor WED Reports in HRS
  230. Forwarding Job Openings to HigherEdJobs.com
  231. Common Navigation Paths For Time and Labor in HRS
  232. Frequently Asked Question Resource for Applicants applying via the Candidate Gateway
  233. Making Timesheet Adjustments in HRS
  234. Managing the Time and Absence MSS Dashboard in HRS
  235. Securely Digitizing Files for Upload to HRS
  236. Requesting an Adjustment Using the UW Term Paysheet Request Page in HRS
  237. University of Wisconsin Policy Resources
  238. Managing Applicant Lists in TAM
  239. Viewing Compensatory Time Balance in HRS
  240. Creating Individual Performance Management Documents in HRS
  241. Sending Procurement Contracts Using Docusign
  242. Focus Pay Card in HRS
  243. Running the Affordable Care Act (ACA) Reports in HRS
  244. Elapsed Hourly Integrated Timesheets in HRS
  245. Assigning Job Opening Categories in TAM
  246. Entering Deceased Employee Payroll Data in HRS
  247. Requesting Legal Settlements for Wages and Non-Wages in HRS
  248. Security Secure Data Handling Practices
  249. Entering Time Using a Punch Hourly Integrated Timesheet in HRS
  250. Compensation Administrative Tool and Additional Adjustments Pages in CAT
  251. Adding a Preferred Name in HRS
  252. Security Roles Overview for CAT
  253. Institutional Planning Spreadsheet in CAT
  254. Entering a Transfer from University Staff to Academic Staff / Limited to HRS
  255. Running the HRS to CAT Compare Report in CAT
  256. Running the Initialization Report for CAT
  257. Running the HRS Change Report in CAT
  258. Processing the SOD Overdue Reports in HRS
  259. Compensation Administration Tool 1.1 New Hires Business Process in CAT
  260. Entering a Position Change - Voluntary Reassignment (UPS - Movement from University Staff to Academic Staff/Limited) in HRS
  261. Processing the WED SOD Reports in HRS
  262. Running the Institutional Planning Spreadsheet to CAT [Edit and Overwrite]
  263. Rounding of Reported Time to Payable Time in HRS
  264. Processing the Missing Default Schedule Report (Academic Staff) in HRS
  265. Running the UW Frozen Snapshot of Employee Data View in EPM
  266. Running the Address Cleansing Exception Report in HRS
  267. General Deduction Codes Job Aid for HRS
  268. Running the Record Errors Report in CAT
  269. Running the Audit Log Report in CAT
  270. Processing the WED Missing Home Addresses Report in HRS
  271. Troubleshooting Job Posting Not Showing in TAM
  272. Viewing UW Multiple Jobs Summary for an Employee in HRS
  273. Pay Basis Descriptions in HRS
  274. Pay Group Descriptions in HRS
  275. Processing the WED Job Code with Incorrect Pay Basis Report in HRS
  276. Running the Employee Funding Becoming Inactive Report in HRS
  277. Running the Job Group Analysis Report in TAM
  278. Correcting Employee Hired but did not Start Misentry in HRS
  279. Modifying an Applicant's Information in TAM
  280. Glacier Account Requirements for Foreign Nationals on UW Payroll in HRS
  281. Accessing the FMLA/WFMLA Eligibility Report in HRS
  282. Processing Check Corrections in HRS
  283. Frequently Asked Questions Regarding Employee Foreign Nationals
  284. Frequently Asked Questions Regarding Performance Management in HRS
  285. Approving and Denying a Job Opening or Extending or Denying a Job Offer in TAM
  286. Campus Codes Used in Location / Appointing Department / Academic or Summer Pay Groups in HRS
  287. Running the Student Help Payroll Inactivity Recap Report in HRS
  288. Adding a Person of Interest (POI) Relationship in HRS
  289. Entering Department Chair Jobs in HRS
  290. Hire/Rehire End-to-End Business Process in HRS
  291. TAM - Letter Templates for TAM
  292. How to Apply for a Job On-line (Internal Applicant/Current UW employee) Using TAM
  293. Processing ACH Reversals and Stop Check Payments in HRS
  294. Submitting an Off-Cycle Missed Payroll Request in HRS
  295. Manual Process for Security Provisioning Hiring Manager and TA Coordinators in TAM
  296. Viewing and Modifying Application and Applicant Data in TAM
  297. Setting up Favorites in HRS
  298. Completing an Interview Evaluation in TAM
  299. Reviewing Interview Calendars in TAM
  300. Hiring an Applicant in TAM
  301. Sending Interview Evaluation Reminders in TAM
  302. Adding a Person in HRS
  303. Scheduling an Applicant Interview in TAM
  304. Reviewing Applicant Interview Schedules and Evaluations in TAM
  305. Hiring a TAM Applicant from Manage Hires in HRS
  306. Processing a Salary Advance Request
  307. Creating Job Opening(s) in TAM
  308. Running the Expected Job End Date (EJED) Query in HRS
  309. Assigning a Badge ID in HRS
  310. Negative Hours when Viewing Payable Time in HRS
  311. Viewing the Payable Time Summary in HRS
  312. Rehiring a Student Help Employee in HRS
  313. Maintaining Employee Data - Emergency Contact Information in HRS
  314. Changing Standard Hours (FTE) in HRS
  315. Viewing Employee Job Data Records in HRS
  316. Time and Labor Processing Procedure Timeline in HRS
  317. Entering Foreign National and Applied for SSN or ITIN in HRS
  318. Adding an Employment Instance (Student Help) in HRS
  319. Running the Position Status Report in HRS
  320. Managing Workstudy Awards in HRS
  321. Using the Student Template Hire in HRS
  322. Running the Ripple Process in HRS
  323. Entering Pay Rate Changes in HRS
  324. Managing the Individual Retroactive Payroll Process (Payroll Coordinators) in HRS
  325. Entering Summer Service & Summer Session Positions and Jobs in HRS
  326. Maintaining Workforce - Transfers in HRS
  327. Review of the Person Hub in HRS
  328. Adding an Employment Instance (Non-Madison) in HRS
  329. How to Add or Edit Teams for use on the Assignments page in TAM
  330. Maintaining Workforce Data (Student Help) in HRS
  331. Time and Labor Reports in HRS
  332. Entering an Employee's Tax Form W-4 Withholding Allowance Certificate in HRS
  333. Entering a Leave of Absence Due to Workers Compensation in HRS
  334. Continuity Status in HRS
  335. Maintaining Person Data - Biographical Details in HRS
  336. Creating and Maintaining Time and Labor Security in HRS
  337. Processing Overtime for Multiple Jobs and Comp Time Policy in HRS
  338. Setting Up Direct Deposits in HRS
  339. Entering Job Overloads in HRS
  340. Adding Disability and Veterans Information in HRS
  341. Hiring an Employee into a Job without a Position (Non-Madison) in HRS
  342. Entering a Leave of Absence (Unpaid, Paid, Partial, Intermittent) in HRS
  343. Managing the Student Template Hire - HR Approval in HRS
  344. Adding Regional (Race/Ethnicity) Information in HRS
  345. HR Report List for HRS
  346. Adding Visa Data (Cross reference to International Tax) in HRS
  347. Employee Probation Types in HRS
  348. Maintaining Workforce - Seasonal Employees in HRS
  349. Entering Contract Administration in HRS
  350. Rehiring an Employee in HRS
  351. Correcting and Updating FLSA Status in HRS
  352. Managing Position Data in HRS
  353. Maintaining Employee Data - Death Record in HRS
  354. Correcting TSA Deduction Errors in HRS
  355. Time and Labor MSS Weekly Time Calendar in HRS
  356. Time Reporting Codes (TRCs) in HRS
  357. Managing Payroll Options in HRS
  358. Running the TA Status and Earliest Change Date Query in HRS
  359. Viewing Payable Time in HRS
  360. Entering Time When an Employee Works on a Legal Holiday in HRS
  361. Approving Payable Time in HRS
  362. Adding or Maintaining a Person of Interest (POI) in HRS
  363. Review of Time Administration in HRS
  364. Employee Classifications (Empl Class) in HRS
  365. Reviewing and Approving Time and Absence Exceptions in HRS
  366. Entering Tenure Tracking in HRS
  367. Searching for Existing Person in HRS
  368. Reconciling Daylight Saving Time With Payable Time in HRS
  369. List of Time and Labor Queries in HRS
  370. Completing Simple Encumbrance Maintenance - Close out in HRS
  371. ReadingtheOnDemandScreenTipsheet.pdf [Attachment file]
  372. PayrollCalendarProcessingGeneralV2.docx [Attachment file]
  373. leave-annual-conversion-instructions_2.pdf [Attachment file]
  374. i-9-paper-version.pdf [Attachment file]
  375. CATSystem1.0End_to_EndBusinessProcessWorkbook_System_v10.docx [Attachment file]
  376. ListofActiveActionReasonCodes.pdf [Attachment file]
  377. HRS_OFF_LETTER_OF4.docx [Attachment file]
  378. Non-IASOfferletter.doc [Attachment file]
  379. OfferLetterOF1.doc [Attachment file]
  380. OfferLetterOF2.doc [Attachment file]
  381. ACHReversalsandStopCheckPayments5_9_19_RJL.docx [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)