1. Data Cookbook Naming Convention for UW Business Intelligence
  2. Enter COVID Vaccine record on behalf of an employee in HRS
  3. Using the Person Checklist to Record Dates
  4. Running the Benefit Email Query in HRS
  5. Processing the Saving Plan Enrollment Missing SSN WED Report in HRS
  6. Viewing Messages Using the Mail Retrieval Page in HRS
  7. Maintain Telework Data in HRS
  8. Automated Performance Management Processes in HRS
  9. View email messages header in O365
  10. Layoff Processing and Sick Leave Conversion
  11. Initiating Sexual Harassment Reference Checks and Criminal Background Checks for Direct Hires
  12. Running the Sexual Harassment Reference Check Compliance Query in HRS
  13. New Employee - General Computer Use Information
  14. SharePoint Resources
  15. Logging in with Multi-Factor Authentication (MFA)
  16. Multi-factor Authentication (MFA) Frequently Asked Questions
  17. Overview of Multi-Factor Authentication (MFA)
  18. Conference Rooms Standards Guide
  19. Download Microsoft Office for Personal Use
  20. Setting up the OneDrive File Sync
  21. University of Wisconsin Policy Resources
  22. Running and Analyzing the FLSA Exempt Compliance Report in HRS
  23. Reviewing and Approving eForms in HRS
  24. Performance Management Queries in HRS
  25. Requesting an Adjustment Using the UW Term Paysheet Request Page in HRS
  26. Reviewing and Updating FLSA Status for Employees With Multiple Job Records in HRS
  27. Updating FLSA Threshold Exemption Field in HRS
  28. Running the Single Active Record FLSA Query in HRS
  29. Initiating a Criminal Background Check and Sexual Harassment Reference Check in TAM
  30. Analyzing the FLSA Exempt Compliance Report in HRS
  31. OAR Reports - WED and Queries in HRS
  32. Sending Procurement Contracts Using Docusign
  33. Frequently Asked Questions Regarding Performance Management in HRS
  34. Adding or Maintaining a Person of Interest (POI) Criminal Background and Position of Trust Checklist
  35. Submitting Requests for a Mass Job Update in HRS
  36. Securely Digitizing Files for Upload to HRS
  37. Reviewing Mandatory Employee Training in HRS
  38. Managing the Electronic P-File Deletion Requests in HRS
  39. Using the Electronic File Feature in HRS
  40. Adding New Users to Receive Email Notifications for PeopleSoft Processes for Testing in Non-Prod Databases
  41. Performance Management Reporting in HRS
  42. Automatic Performance Management Email Notifications in HRS
  43. Managing Performance Management Documents (HR Admin) in HRS
  44. Creating Individual Performance Management Documents in HRS
  45. Annual Short Work Break Processing in HRS
  46. Completing Employee Setup for Summer Prepay in HRS
  47. Running the "Reports To" Report in HRS
  48. Elapsed Hourly Integrated Timesheets in HRS
  49. Processing a Death Claim in HRS
  50. Administering National Medical Support Notice & Badgercare
  51. Viewing and Updating Dependent Information Using Self Service in HRS
  52. Forwarding Job Openings to HigherEdJobs.com
  53. Submitting Requests for a Mass Funding Update in HRS
  54. Focus Pay Card in HRS
  55. Finance Report List in HRS
  56. Entering Time Using a Punch Hourly Integrated Timesheet in HRS
  57. BenefitsBillingDelinquency-DetailJobAidRev2019.pdf [Attachment file]
  58. Reviewing the Benefits Billing Delinquency Report in HRS
  59. Requesting Organizational Department Additions and Changes in HRS
  60. Security Secure Data Handling Practices
  61. Managing the Time and Absence MSS Dashboard in HRS
  62. Processing the HSA Annual Election Above Limit WED Report in HRS
  63. Processing the HSA and Medicare Information WED Report in HRS
  64. Processing the Health Savings Account and Coordination of Benefits WED Report in HRS
  65. Frequently Asked Questions Regarding the COBRA Continuation Notice Process
  66. Time and Labor WED Reports in HRS
  67. Coding_Applications_Job_Aid.docx [Attachment file]
  68. Enrollment_Code_Reason_Job_Aid.pdf [Attachment file]
  69. Coding Insurance Applications for Entry in HRS
  70. Requesting Legal Settlements for Wages and Non-Wages in HRS
  71. Entering Deceased Employee Payroll Data in HRS
  72. Fiscal Year End Considerations in HRS
  73. Setting Up Benefits Billing Manual Charges in HRS
  74. Requesting Benefits Billing Refunds in HRS
  75. Processing the Leave of Absence (LOA) WED Report in HRS
  76. Entering Backup Zero Dollar Jobs in HRS
  77. Assigning Job Opening Categories in TAM
  78. Processing the Self Service Pending WED Report in HRS
  79. Running the Affordable Care Act (ACA) Reports in HRS
  80. Public Service Loan Forgiveness Verification Process
  81. Processing the Enrolled in FSA Medical and HSA Report in HRS
  82. Compensation Administration Tool 1.3 Transfer Business Process in CAT
  83. Compensation Administrative Tool 1.2 Terminations Business Process in CAT
  84. Understanding the Custom Fringe Distribution Process in HRS
  85. How to Add or Edit Teams for use on the Assignments page in TAM
  86. Maintaining Encumbrances - Balance Not Correct or Doesn't Exist in HRS
  87. Completing Simple Encumbrance Maintenance - Close out in HRS
  88. Compensation Administration Tool 1.1 New Hires Business Process in CAT
  89. Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT
  90. Running the Position Report in CAT
  91. Running the Audit Log Report in CAT
  92. Running the Under Min / Over Max Report in CAT
  93. Running the Record Errors Report in CAT
  94. Running the Missing From CAT Report
  95. Running the HRS Change Report in CAT
  96. Running the HRS to CAT Compare Report in CAT
  97. Institutional Planning Spreadsheet in CAT
  98. Viewing the Summary Reporting Page in CAT
  99. Running the BSUM [3270] in CAT
  100. Security Roles Overview for CAT
  101. Running the Funding Editing Report in HRS
  102. Compensation Administration Tool (CAT) 1.0 End to End Business Process
  103. CATSystem1.0End_to_EndBusinessProcessWorkbook_System_v10.docx [Attachment file]
  104. Adding a Preferred Name in HRS
  105. Processing the University Staff ICI Annual Sick Leave Swap Report (2020)
  106. Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance in HRS
  107. ReadingtheOnDemandScreenTipsheet.pdf [Attachment file]
  108. Reprocessing Events Using On Demand Event Maintenance in HRS
  109. Updating the UW Benefits Tab on Job Data in HRS
  110. Benefit Program Assignment Job Aid for HRS
  111. Running the Populate Eligibility Config Pop Process Ad Hoc in HRS
  112. Compensation Administrative Tool and Additional Adjustments Pages in CAT
  113. Running the IPS Upload to CAT (Append) and Additional Adjustments Page
  114. Processing the SOD Overdue Reports in HRS
  115. Benefits Administration Process in HRS
  116. Running the Initialization Report for CAT
  117. Entering a Transfer from University Staff to Academic Staff / Limited to HRS
  118. Running the Institutional Planning Spreadsheet to CAT [Edit and Overwrite]
  119. Processing the WED SOD Reports in HRS
  120. UPS Voluntary Reassignment Process (Univ Staff to Academic Staff/Limited) in HRS
  121. UPS_Workshop_Movement_from_US_to_AS_07092015.pdf [Attachment file]
  122. Entering a Position Change - Voluntary Reassignment (UPS - Movement from University Staff to Academic Staff/Limited) in HRS
  123. Administering Demand Letters from Centers for Medicare and Medicaid Services (CMS)
  124. Processing the Missing Default Schedule Report (Academic Staff) in HRS
  125. Reviewing the WRS Lookback Process in HRS
  126. Notifying Optum Financial of UW Transfer To/From Another State Agency
  127. Running the WRS Rehired Annuitant Lookback Report in HRS
  128. Security Role BN Reconciliation Table View for HRS
  129. Security Role BN Workers Compensation Admin for HRS
  130. Security Role BN Benefits View in HRS
  131. Security Role BN Campus Benefits Update for HRS
  132. Security Role BN Job Data for HRS
  133. Security Role BN Deduction Prepay Review for HRS
  134. Reviewing the Deduction Prepay Balance Review Page in HRS
  135. Review of the Flex Spending Account/Limited Purpose Flex Spending Account New Hire Enrollment Process in HRS
  136. Adjusting the ALRA Counter in HRS
  137. Rounding of Reported Time to Payable Time in HRS
  138. Processing UW FSA and LPFSA Qualifying Events in HRS
  139. ETFQualifyingLifeEventMatrix.pdf [Attachment file]
  140. Entering New Hire HSA and HDHP Enrollments in HRS
  141. Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS
  142. Resolving Funding Error Issues in HRS
  143. Processing the Income Continuation Insurance Co-Elect Enrollment WED Report in HRS
  144. Processing an ICI Event for Deferred Enrollment in HRS
  145. Running the Comp Time Leave Balance Report in HRS
  146. Review of the ICI Notification Process in HRS
  147. Request and Remove HRS Security Roles in HRS
  148. Processing the WED Missing Business Addresses Report in HRS
  149. Looking up Prior WRS Service in ETF One
  150. General Deduction Codes Job Aid for HRS
  151. Deduction Prepay Process (Part II: Disburse Money for Insurance During Leave) in HRS
  152. Processing the WED Overmax Undermin Report in HRS
  153. Restoration of Worker's Comp for University Staff in HRS
  154. Processing the Worker's Compensation Report in HRS
  155. Deduction Prepay Process (Part I: Deduct Money for Insurance in Anticipation of a Leave) in HRS
  156. UW Shared Services Glossary
  157. Processing the WED New Hire Hold Report in HRS
  158. Processing the WED Missing Adjusted Continuous Service Date Report in HRS
  159. Running the Direct Retro Funding Distribution Audit Report in HRS
  160. Reviewing Benefits Arrears Balances in HRS
  161. Running the Benefit Arrears Balance Query in HRS
  162. Processing the Missing SSNHR - WED - UW_HR_MISSING_SSN
  163. leave-annual-conversion-instructions_2.pdf [Attachment file]
  164. Processing the Age 26 Dependent COBRA Continuation Notification Process in HRS
  165. Running the Address Cleansing Exception Report in HRS
  166. Running the UW Frozen Snapshot of Employee Data View in EPM
  167. Processing the WED Missing Home Addresses Report in HRS
  168. Processing the WED Job Code with Incorrect Pay Basis Report in HRS
  169. Running the Lost Leave Balance Report in HRS
  170. Adding or Changing Appointment Level Funding for Employee's Salary Expense in HRS
  171. ActivePayGroupsKBList122319.pdf [Attachment file]
  172. InactivePayGroupsKBList062921.pdf [Attachment file]
  173. Pay Group Descriptions in HRS
  174. Using the Person Assignment Checklist to record Criminal Background Check, Position of Trust, and Sexual Harassment Reference Checks in HRS
  175. Pay Basis Descriptions in HRS
  176. Viewing UW Multiple Jobs Summary for an Employee in HRS
  177. Viewing the UW Benefits Payline Adjustment Page in HRS
  178. Funding Checklist and Timelines in HRS
  179. HRChecklistfinal.pdf [Attachment file]
  180. Benefits Administration Schedule Summary in HRS
  181. Troubleshooting Job Posting Not Showing in TAM
  182. Running the Employee Funding Becoming Inactive Report in HRS
  183. Rebuilding Benefits Primary Job Flags in HRS
  184. Processing Check Corrections in HRS
  185. Glacier Account Requirements for Foreign Nationals on UW Payroll in HRS
  186. Correcting Employee Hired but did not Start Misentry in HRS
  187. Searching for a Person using Social Security Number in HRS
  188. Running the New Hire Self Service Reports in HRS
  189. Salary Funding Lifecycle for Payroll Processing in HRS
  190. Running the Job Group Analysis Report in TAM
  191. Running the Payline Details Report in HRS
  192. Campus Codes Used in Location / Appointing Department / Academic or Summer Pay Groups in HRS
  193. Creating a Benefits Payline Adjustment in HRS
  194. TAM - Security Role Matrix
  195. Approving and Denying a Job Opening or Extending or Denying a Job Offer in TAM
  196. Frequently Asked Questions Regarding Employee Foreign Nationals
  197. Accessing the FMLA/WFMLA Eligibility Report in HRS
  198. Modifying an Applicant's Information in TAM
  199. Running the Student Help Payroll Inactivity Recap Report in HRS
  200. Reviewing the Health Application in relation to Job Data and Benefit Program Participation in HRS
  201. ETFHealthApplication2016.pdf [Attachment file]
  202. Viewing Funding Edit Errors in HRS
  203. Adding or Changing Position Level Funding for Employee Salary Expenses in HRS
  204. Adding a Person of Interest (POI) Relationship in HRS
  205. Hire/Rehire End-to-End Business Process in HRS
  206. Entering Department Chair Jobs in HRS
  207. Submitting an Off-Cycle Missed Payroll Request in HRS
  208. List of Benefit Schedules in HRS
  209. Frequently Asked Question Resource for Applicants applying via the Candidate Gateway
  210. Salary Funding Levels Assigned During Payroll Processing in HRS
  211. Adding or Changing Department Level Funding for an Organizational Department in HRS
  212. Processing ACH Reversals and Stop Check Payments in HRS
  213. ACHReversalsandStopCheckPayments5_9_19_RJL.docx [Attachment file]
  214. How to Apply for a Job On-line (Internal Applicant/Current UW employee) Using TAM
  215. HRS_OFF_LETTER_OF4.docx [Attachment file]
  216. TAM - Letter Templates for TAM
  217. Non-IASOfferletter.doc [Attachment file]
  218. OfferLetterOF1.doc [Attachment file]
  219. OfferLetterOF2.doc [Attachment file]
  220. Running the Review Paycheck Query in HRS
  221. Process Indicators and Event Process Statuses in HRS
  222. Manual Process for Security Provisioning Hiring Manager and TA Coordinators in TAM
  223. Setting up Favorites in HRS
  224. Reprocessing the Open Enrollment (OE) Event in HRS
  225. Running the No Appointment Level Funding Report in HRS
  226. Processing the Income Continuation Insurance Missing Enrollment WED Report in HRS
  227. Viewing and Modifying Application and Applicant Data in TAM
  228. Running Benefit Retro Query in HRS
  229. List of Time and Labor Queries in HRS
  230. Reviewing FA/AS/LI Employees Missing Leave Reports in HRS
  231. Running the Employee Process Status Report in HRS
  232. Using On-Demand for the Annual Benefit Enrollment Period in HRS
  233. Sending Interview Evaluation Reminders in TAM
  234. Managing Applicant Lists in TAM
  235. Requesting Adult Child Disability Approval
  236. Hiring a TAM Applicant from Manage Hires in HRS
  237. Hiring an Applicant in TAM
  238. Reviewing Applicant Interview Schedules and Evaluations in TAM
  239. Reviewing Interview Calendars in TAM
  240. Completing an Interview Evaluation in TAM
  241. Scheduling an Applicant Interview in TAM
  242. Security Role BN WRS View Access for HRS
  243. Entering an Adjusted Continuous Service Date in HRS
  244. Running the Review Paycheck by Plan Type Query in HRS
  245. Vacation Carryover Restriction/Exceptions (Payroll Coordinators) in HRS
  246. Entering Craft Worker Vacation Elections in HRS
  247. Running the Expected Job End Date (EJED) Query in HRS
  248. Creating Job Opening(s) in TAM
  249. Reviewing Retro Benefits in HRS
  250. Viewing Absence Management Results by Calendar in HRS
  251. Using Health Insurance Coverage Codes and Relationships in HRS
  252. Processing a Salary Advance Request
  253. Maintaining Employee Data - Emergency Contact Information in HRS
  254. Rehiring a Student Help Employee in HRS
  255. i-9-paper-version.pdf [Attachment file]
  256. Campus Business Email Address for Human Resources System (Madison only)
  257. Running the Deduction Prepay Paycheck Query in HRS
  258. Changing Working Title on Job Data in HRS
  259. Viewing the Payable Time Summary in HRS
  260. Negative Hours when Viewing Payable Time in HRS
  261. Review Benefit Enrollments in HRS
  262. UpdateDependentJobAid.pdf [Attachment file]
  263. DeathofaDependent2019.pdf [Attachment file]
  264. Adding and Updating Dependents in HRS
  265. DeathofaDependent.pdf [Attachment file]
  266. Designate Funding for Payroll Earnings Code Differently Than Regular Pay in HRS
  267. Assigning a Badge ID in HRS
  268. Viewing Employee Job Data Records in HRS
  269. Searching For an Employee's Position Number From Job Info in HRS
  270. Changing Standard Hours (FTE) in HRS
  271. Entering Foreign National and Applied for SSN or ITIN in HRS
  272. Running the Employee Funding Summary Report in HRS
  273. List of Benefit Events Used in HRS
  274. Updating the HR Primary Indicator in HRS
  275. Common Navigation Paths For Time and Labor in HRS
  276. Modifying Person Data in HRS
  277. Maintaining Person Data - Contact Information in HRS
  278. Reviewing the Benefit Program Assignment in HRS
  279. Absence Processing Overview for University Staff and FAASLI Employees in HRS
  280. Overview of Enrollment Codes and Reasons Job Aid for HRS
  281. Time and Labor Processing Procedure Timeline in HRS
  282. PayrollCalendarProcessingGeneralV2.docx [Attachment file]
  283. Adding an Employment Instance (Student Help) in HRS
  284. Entering Absences via UWS Absences Page for University Staff Employees (Payroll Coordinators) in HRS
  285. Running the Primary Job Audit Report in HRS
  286. Running the Position Status Report in HRS
  287. Running the Passport/Visa Exp Report (SQR Report) in HRS
  288. Running the Position Exception or Override Report (SQR Report) in HRS
  289. Reconciliation of Benefit Data Updates in HRS
  290. Frequently Asked Questions Regarding Deduction Prepay in HRS
  291. Using the Student Template Hire in HRS
  292. Managing Workstudy Awards in HRS
  293. Running a Query to Identify Employees with Payroll Default Funding (PRDFLT) in HRS
  294. Viewing HRS Actuals Funding Distribution After Payroll Post-Confirmation in HRS
  295. Entering Summer Service & Summer Session Positions and Jobs in HRS
  296. Managing the Individual Retroactive Payroll Process (Payroll Coordinators) in HRS
  297. Corrections Job Aid for HRS
  298. Entering Pay Rate Changes in HRS
  299. Entring Job Code Changes in HRS
  300. Approving an Absence (Manager) in HRS
  301. Running the Funding Change Report in HRS
  302. Running the Ripple Process in HRS
  303. Review of the Person Hub in HRS
  304. Funding and Direct Retro Security by Campus in HRS
  305. Running the Department Setup Verification Report in HRS
  306. Review of the Nightly Encumbrance Process in HRS
  307. Running the Earnings Encumbrance Messages Report in HRS
  308. Adding an Employment Instance (Non-Madison) in HRS
  309. Maintaining Workforce - Transfers in HRS
  310. Entering an Annual Benefits Base Rate (ABBR) in HRS
  311. Entering a Leave of Absence Due to Workers Compensation in HRS
  312. Entering a Faculty Sabbatical in HRS
  313. Time and Labor Reports in HRS
  314. Maintaining Workforce Data (Student Help) in HRS
  315. Hiring Into a Job or Transfer (Student Help) in HRS
  316. Adding a Student Help Person in HRS
  317. Processing Overtime for Multiple Jobs and Comp Time Policy in HRS
  318. Resolving Error Messages on Funding Data Entry Page in HRS
  319. Creating and Maintaining Time and Labor Security in HRS
  320. Overview of Benefits Eligibility Fields in HRS
  321. Entering a Probation Change (Extension) in HRS
  322. Adding Events to the BAS Activity Table in HRS
  323. Officer Code Listing Job Aid for HRS
  324. Maintaining Person Data - Biographical Details in HRS
  325. Entering a Leave of Absence (Unpaid, Paid, Partial, Intermittent) in HRS
  326. Continuity Status in HRS
  327. Entering an Employee's Tax Form W-4 Withholding Allowance Certificate in HRS
  328. Setting Up Direct Deposits in HRS
  329. Benefits Coverage Codes Job Aid for HRS
  330. Hiring an Employee into a Job without a Position (Non-Madison) in HRS
  331. Reviewing the MSC Event Evaluation Report in HRS
  332. MSC_Event_Eval_Job_Aid.pdf [Attachment file]
  333. Adding Disability and Veterans Information in HRS
  334. Adding Regional (Race/Ethnicity) Information in HRS
  335. Managing the Student Template Hire - HR Approval in HRS
  336. Maintaining Workforce - Seasonal Employees in HRS
  337. Employee Probation Types in HRS
  338. Adding Visa Data (Cross reference to International Tax) in HRS
  339. HR Report List for HRS
  340. Correcting and Updating FLSA Status in HRS
  341. Hiring Employees Using a Position in HRS
  342. Rehiring an Employee in HRS
  343. Processing the Savings Tax Class Audit WED Report in HRS
  344. Entering Contract Administration in HRS
  345. ListofActiveActionReasonCodes.pdf [Attachment file]
  346. Managing Payroll Options in HRS
  347. Time Reporting Codes (TRCs) in HRS
  348. Time and Labor MSS Weekly Time Calendar in HRS
  349. Adjusting Savings Management Service in HRS
  350. Adding Termination Rows on JOB Data in HRS
  351. Correcting TSA Deduction Errors in HRS
  352. Accessing a Timesheet (Employee & Manager) in HRS
  353. Running the Half Time Compliance Report in HRS
  354. Entering Health Benefits Data in HRS
  355. Processing the Limited Purpose Flex Spending Account No HDHP WED Report in HRS
  356. Review Paycheck Benefits Deductions Job Aid for HRS
  357. Processing the BAS Open Action Required Report in HRS
  358. Adding or Removing a Dependent from Coverage using On-Demand in HRS
  359. Running the Deduction Prepay Load Status Query in HRS
  360. Processing the Savings Minimum WED Report in HRS
  361. Deleting and Voiding Events Using On Demand Event Maintenance in HRS
  362. Printing a Manual Benefits Billing Invoice in HRS
  363. Reviewing Benefits Billing Charges and Payments in HRS
  364. Maintaining Employee Data - Death Record in HRS
  365. Entering Direct Retro Funding Distribution in HRS
  366. Maintaining the Expected Job End Date in HRS
  367. Entering Job Overloads in HRS
  368. Managing Position Data in HRS
  369. Entering or Changing Governance Tracking for Faculty Appointments in HRS
  370. Entering Tenure Tracking in HRS
  371. Employee Classifications (Empl Class) in HRS
  372. Running the TA Status and Earliest Change Date Query in HRS
  373. Adding a Person in HRS
  374. Adding or Maintaining a Person of Interest (POI) in HRS
  375. Approving Payable Time in HRS
  376. Viewing Compensatory Time Balance in HRS
  377. Entering Time When an Employee Works on a Legal Holiday in HRS
  378. Viewing Payable Time in HRS
  379. Making Timesheet Adjustments in HRS
  380. Searching for Existing Person in HRS
  381. Reviewing and Approving Time and Absence Exceptions in HRS
  382. Review of Time Administration in HRS
  383. Reconciling Daylight Saving Time With Payable Time in HRS
  384. Viewing the WRS Accumulator Table in HRS
  385. Processing the HDHP and no HSA WED Enrollment Report in HRS
  386. Viewing the Current Benefits Summary in HRS
  387. Reprinting Benefits Billing Reprint Invoices in Cypress
  388. Entering Benefits Billing Enrollments in HRS
  389. BenefitsBillingDelinquency-DetailJobAidRev2019.pdf [Attachment file]
  390. Processing the HSA no HDHP Enrollment WED Report in HRS