Human Resources and Payroll Training

Phase 1: Banner-to-PeopleSoft Migration

  1. Browse the list of required and recommended courses below.
  2. Review the role-to-course listing for human resources and payroll.
  3. Course materials, Quick Reference Cards and video demonstrations for the required courses and Web Clock are available in the dropdown menu below. Or, go to Canvas to access online training and support materials (login with your NetID and password).

 

HR Payroll pathway - 4Oct16

 

PeopleSoft Fundamentals: Bridging the Gap from Banner to PeopleSoft*

Instructor-led (1 hour)  Download the Course Here
This course will cover vocabulary alignment and common terminology, process flow and role responsibilities, and system basics to access and navigate the PeopleSoft login and Employee Self-Service screens. It also will provide background on the project and next steps in the transition of the two payroll systems (Banner and PeopleSoft) into a single, integrated system for the University (PeopleSoft). This course is intended for Banner employees transitioning into PeopleSoft.

Quick Reference Card

Time Entry and Approval*

Instructor-led (2.5 hours) Download the Course Here
This deep-dive tactical course combines instruction and hands-on experience to cover the Time and Labor module in PeopleSoft. The course will address topics such as: employee timesheets and Web Clock, entering time on behalf of an employee (timekeeper only), approving time, time reporting codes, rules, exceptions, and generating reports in the system. This course is intended for departmental timekeepers and time approvers.

Quick Reference Card

Demo Video: PeopleSoft Time Entry for Hourly Employees 

Demo Video: PeopleSoft Time Entry for Salaried Non-Exempt Employees

Commitment Accounting*

Instructor-led (2.5 hours) Download the Course Here
This deep-dive tactical course combines instruction and hands-on experience, focusing on the Commitment Accounting Module in PeopleSoft. The course will include instruction on setting employee charging instructions, handling common errors, searching and navigating the Chart of Accounts as it pertains to employee salaries, and the Salary and Wage Redistribution and Justification Application. This course is intended for departmental commitment accounting preparers and approvers.

Quick Reference Card

Absence Reporting*

Virtual Instructor-led (1 hour) Download the Course Here
This virtual instructor-led training (webinar) on the PeopleSoft Absence System, the bolt-on module that will replace the Absence Reporting System. The course will cover elements of the PAS system including: Employee Balance view, entering paid time off (PTO) for an employee, absence reports, and editing PTO in the system. This course is intended for administrators in the PeopleSoft Absence System.

Quick Reference Card

Video Tutorial: PeopleSoft Absence System (AR010)

Demo Video: Absence Reporting in PeopleSoft

Web Clock

Job Aid / Web Video (.25 hour)
This online video tutorial will cover how to: log in to the system, punch in and out using Web Clock, correct errors in a timesheet. This course is intended for hourly and non-exempt (overtime eligible) salaried employees who will use WebClock to record hours worked.

Video Tutorial 

Employee Self-Service

Job Aid / Web Video (.25 hour)
This online video tutorial will cover how to: log in to PeopleSoft, navigate Employee Self-Service, edit information, and what to do if an employee cannot correct his/her information in the system directly. It will also encompass the Employee Balance View portion of the PeopleSoft Absence System (PAS) training. This course is intended for all employees who will need to access Employee Self-Service in PeopleSoft in order to view and edit personal information, view paychecks, etc.

*Offered by invitation only to staff who will be responsible for time entry and approval, and employee charging instructions