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