A-Z Materials/Tools

Locating materials on this page
Use Ctrl+F (Cmd+F for Macs) to search by keyword or scroll down to see the comprehensive list of titles, arranged alphabetically.

What's New? Wondering which materials have been updated in the past three months and why? Check the Recently Updated list.

Note on Peoplesoft/HRMS Navigation
Resource materials included here refer to navigation paths which are longer than the new Peoplesoft navigation. For information specific to using the new Peoplesoft navigation, go to MyU > Key Links > Peoplesoft.

Adding Screening Questions to a Job Opening

Absence Decision Tool

Absence Definitions Job Aid 

Academic Temp/Casual Appointments Job Aid 

Acting on Delegation Requests Job Aid 

Action/Reason Codes (xlsx) 

Add a Person/Person of Interest Job Aid 

Adding Multiple Position Numbers to Job Openings Job Aid 

Additional Pay E-Guide 

Additional Pay Instructions Job Aid 

Address Entry and Maintenance Job Aid 

Anatomy of a Page: Absence Event Job Aid 

Anatomy of a Page: Elapsed Timesheet Job Aid 

Anatomy of a Page: Job Data Job Aid 

Anatomy of a Page: Payroll Update/Off Cycle Request Job Aid 

Anatomy of a Page: Prior Work Experience Job Aid 

Anatomy of a Page: Punch Timesheet Job Aid 

Anatomy of a Page: Recruiting Home Job Aid 

Applicant Comparison Matrix 

Applicant Disposition Requirements

Appointment Entry: Hire Step by Step Job Aid 

Appointment Entry: New Hire Checklist Job Aid 

Appointment Entry: Terminating 9 Over 12 Employees Job Aid 

Appointment Updates: Academic Instructional Employees Working Intermittently Job Aid 

Approving Absence Request or Cancellation of Absence Request Job Aid 

Approving Payroll Update/Off Cycle Requests Job Aid 

Approving Timesheets Job Aid 

Assigning Work Schedules Job Aid 

B27 Frequency for Fiscal Year 2021

Campus and College Codes for "Spring Sem 2020 Undergrad Hrs" Query

Cashouts and Buydowns Job Aid 

Citizenship/Visa Data Job Aid

Completing I-9's for Foreign Nationals

Completing I-9's after Expiration of Relaxed Provisions

Conflict of Interest Question Added to External Applications

Converting Overtime to Comp Time on Elapsed Timesheets Job Aid 

Creating a Job Opening E-Guide 

Creating a Position E-Guide 

Creating and Managing Applicant Lists

Creating and Revoking Delegation Requests Job Aid 

Delegation Statuses and Request Statuses Job Aid 

Editing or Cancelling an Absence Request Job Aid 

Effective Job Postings for Student Positions Job Aid 

Emergency Leave Total Hours Query

Emergency Paid Leave for COVID-19

Empl Class

Employee Absence Submissions Related to COVID-19

Employee Guide to Completing the I-9 Form 

Entering Appointments Manually Job Aid 

Entering Contract Details Job Aid 

Entering UNS Appointments Job Aid 

Evaluating the Applicant Pool for a Job Opening 

Expected Job End Date Job Aid 

Faculty with Administrative Appointments Job Aid

Faculty with Administrative Appointments: Next Steps Job Aid 

Faculty with Multiple Appointment Examples Job Aid

Families First Coronavirus Relief Act (FFCRA) - Federal Emergency Leave Reason Reporting Form 

Field Names and Definitions: Add a Person/Person of Interest Job Aid 

Field Names and Definitions: Additional Pay Job Aid 

Field Names and Definitions: Appointment Entry Hire Job Aid 

Field Names and Definitions: Contract Job Aid 

Field Names and Definitions: Create Job Opening Job Aid

Field Names and Definitions: Create Tenure Data Job Aid 

Field Names and Definitions: Position Pages Job Aid 

Field Names and Definitions: Preparing a Job Offer Job Aid 

FMLA Intermittent Manual Tracking Template.xls

Full Time Equivalent (FTE) Calculations Job Aid 

Furlough Absence Submission

Group Actions on Job Openings

Hire a Graduate Student/Assistant/TA/RA into a Non-Posted Job Job Aid 

Hiring a Retiree Job Aid 

HR Fall Planning Guide for HR Leads and HRMS End Users

HRMS Training Courses and Sequence

I-9 Reports

Internal and Direct Hires Job Aid 

Job Data (Position) Overrides in Additional Pay and Distribution Entry Job Aid 

Job Posting Guidelines

Layoff/Non-Renewal Job Aid 

Mass Routing Applicant Data Job Aid 

Modifying a Job Opening Job Aid 

My Monthly Schedule Job Aid 

9 and 10 Over 12 Month Appointments in HRMS Job Aid 

Ordering Background Checks and Verifications 

Overriding Funding Sources on Timesheets Job Aid 

Overview of Leaves of Absence

Pay Reduction Program Absence Submission

Pay Statement Summary

Phased Retirement Job Aid 

Pooled Positions Job Aid 

Position Management Approval Job Aid 

Prepare for Hire: Step by Step Job Aid 

Preparing a Job Offer Job Aid 

Queries and Reports for Additional Pay Job Aid 

Queries and Reports for Appointments Job Aid 

Queries for Furlough and Pay Reduction Program Hours

Queries and Reports for Person of Interest (POI) Job Aid 

Queries and Reports for Position Management Job Aid 

Queries and Reports for Recruiting Solutions Job Aid 

Queries and Reports for Time and Absence Job Aid 

Queries to Monitor FMLA

Rate Codes on Job Data: Compensation Job Aid 

Reason Definitions for Payroll Update/Off Cycle Requests Job Aid 

Rejecting and Corresponding with Applicants Job Aid

Remote I-9 Process: Overview and Requirements for U.S. Citizens and Permanent Residents

Reporting Annual or Probationary Performance Reviews in HRMS Job Aid

Reporting Center Summary Job Aid

Reporting Shift on Timesheets Job Aid 

Reporting Time with Multiple Appointments Job Aid 

Rounding of Time on Timesheets Job Aid 

Routing Applicants to the Hiring Manager Job Aid 

Sabbatical Entry Job Aid 

Scheduling Interviews Job Aid 

Standard vs. Continuous Job Posting Scenarios

Steps to Reporting Time Job Aid 

Submitting a Payroll Update/Off Cycle Check Request Job Aid 

Submitting an Absence Request for Full Days Job Aid 

Submitting an Absence Request for Partial Days Job Aid 

Summer Teaching and Research Appointments (Includes May Sessions) Manual 

Tenure and Continuous Data Job Aid 

Time & Absence Administrators Job Aid 

Time Reporting Codes Job Aid 

Timesheet Exceptions Job Aid 

Tips on Managing Time Reporting: Paid Holidays 

Tracking FMLA: Job Data Updates

Training Guide: Safety of Minors Course

Understanding Additional Pay Prorating Job Aid 

Understanding Applicant Disposition Status Job Aid 

University of Minnesota-Duluth (UMD) Sabbatical Two-Year Option Job Aid 

Updating Existing Positions Job Aid 

Updating Existing Positions Reason Codes Job Aid

Using MyU for Direct Deposit or Address Changes Reference Guide 

Using Smart HR for Temp/Casual or Student Hires Job Aid 

Validating Payable Time Job Aid

Variable Schedules for Employees in HRMS Job Aid 

Verify Absence Management Enrollment Job Aid 

View Employee Contact Information Job Aid 

View Employee Emergency Contact Job Aid 

View Employee Job Summary Job Aid 

View Position Info Job Aid 

Viewing a Direct Retro Transaction Job Aid 

What Happened to Appointment Type and Term Job Aid 

Work Schedules in HRMS Job Aid

Work Study Placement Job Aid 

Working with Job Offers Overview Job Aid 

These materials are available in alternative formats upon request.
Direct requests to 612-624-8647 (4-UOHR).

The following Payroll Accounting courses are administered by the Controller's Office:

  • Understanding Payroll Accounting
  • Distribution Entry and Retro Distribution
  • Combination Codes and ChartField Strings
  • Payroll Verification Report

Course information and job aids are available at controller.umn.edu