Learning Reference Materials

 

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   Icon Legend
  Training Guide  Training Guide
  Job Aid
 Job Aid
  QRG  Quick Reference Guide (QRG)
  Other Support Material  Other Documentation
The documents provided on this page are intended to help in your PeopleSoft HCM system related responsibilities.

Instructional Information  Click on an option below to view a list of materials related to that function.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

   Benefits*
   Benefits for a New Hire or Rehire*
   eForms
   HRS Workforce Administration
   Manager Dashboard
   Managers, Supervisors or Team Leads*
   Other
   Payable Time Management
   Payroll Information
   PeopleSoft 101*
   Reporting & Queries
   Reports To Application
   Salary and Benefit Adjustments (SBA)
   Time Entry for Employees
         Hourly Employees*
         Salaried Employees*
         Vacation Time for APOs, SOTS and Librarians*
* reference material related to the sessions available on the Online Learning web page.

 (Scroll down for full list)


——— B ———

Benefits

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide Employee Online Benefits
 Training Guide
Job Aid
 Submitting Family Status Change
 Job Aid
Job Aid  Revising Benefits for a Dependent
 Job Aid
Job Aid  Revising Designation of Beneficiary
 Job Aid

Benefits for a New Hire or Rehire

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  Employee Benefits Enrollment Process - New Hire or Rehire
Training Guide
Job Aid
 Completing the Benefits Enrollment Process - New Hire or Rehire
 Job Aid

——— E ———

eForms

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  Adding Attachments to eForms
Training Guide
Training Guide  Changing Combo Code Distribution Only Training Guide
Training Guide  Creating a New Academic Administrative Appointment  Training Guide
Training Guide  Evaluating and Approving an eForm  Training Guide
Training Guide  Hiring a Graduate Student  Training Guide
Training Guide  Hiring a Support Staff  Training Guide
Training Guide  Hiring an Academic Staff  Training Guide
Training Guide
 Taking Other Job Action  Training Guide
Job Aid  Adding Attachments to eForms
Job Aid
Job Aid  Changing Combo Code Distribution Only Job Aid
Job Aid
 Evaluating and Approving an eForm  Job Aid
Job Aid  Hiring a Graduate Student  Job Aid
Job Aid   Hiring a Support Staff Job Aid
Job Aid  Hiring an Academic Staff Job Aid
Job Aid  Taking Other Job Action
Job Aid

——— H ———

HRS Workforce Administration

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  HRS Workforce Administration
 Training Guide

——— M ———

Manager Dashboard

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 Manager Dashboard
 Training Guide

Managers, Supervisors and Team Leads

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  Manager Dashboard
 Training Guide
Training Guide  Payable Time Approval
 Training Guide
Training Guide  Reporting and Queries for Managers, Supervisors and Team Leads
 Training Guide
QRG  Approval and Delegation (Hourly)
 QRG
QRG  Approval and Delegation (Salaried)
 QRG
QRG
 6 Clicks to Approval Success  QRG
QRG  Guideline for Delegating Time and Labor Approvals
QRG
Other Support Material  Time Reporting Codes Reference Sheet
 Other
Other Support Material  Time Entry Validation Errors
 Other
Other Support Material  Time and Labor Exception Messages
Other

——— O ———

Other

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Other Support Material
 HR Taxonomy Before and After
 Other
Other Support Material
 Distributed Access - Commonly Used Fields
 Other
Job Aid  Cross-referencing Speed Type to Combo Code
 Job Aid
QRG  Speed Code vs Combo Code
QRG
Training Guide
 3rd Party Invoicing
 Training Guide

——— P ———

Payable Time Management

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 Payable Time Management
 Training Guide
Training Guide  Payable Time Approval
 Training Guide
QRG
 6 Clicks to Approval Success QRG
QRG  Approval and Delegation (Hourly)
QRG
QRG  Approval and Delegation (Salaried)
 QRG
QRG  Guideline for Delegating Time and Labor Approvals
 QRG
QRG
 Time Line for Time and Labor Life Cycle
QRG
Other Support Material
 Payroll Accounting Distribution Process
 Other
Other Support Material  Time and Labor Exception Messages
 Other
Other Support Material  Time Reporting Codes Reference Sheet
 Other
Other Support Material  Timekeeper Time Reporting Codes
 Other
Other Support Material  Time Entry Validation Errors
 Other

Payroll Information

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 Employee Payroll Information

 Training Guide

PeopleSoft 101

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 PeopleSoft 101
 Training Guide
Training Guide  PeopleSoft HCM Foundations
 Training Guide
Other Support Material  Keyboard Shortcuts in PeopleSoft
 Other
Other Support Material
 PeopleSoft Search String Operands
 Other

——— Q & R ———

Reporting and Queries

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide HCM Reporting and Queries
 Training Guide
Training Guide
Reporting and Queries for Managers, Supervisors and Team Leads
 Training Guide
Training Guide
Reporting and Queries for Timekeepers
 Training Guide

Reports To Application

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide HCM Reports To Application
 Training Guide
Other Support Material HCM Reports To Schedule
 Other

——— S ———

Salary and Benefit Adjustments

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 Salary and Benefit Adjustments
 Training Guide
Other Support Material
 Overview Session Presentation
 Other
Video Tutorial   Overview Session Recording
Video

——— T ———

Time Entry - Hourly Employees

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide
 Employee Time Entry - Hourly
 Training Guide
QRG
 Academic Hourly  QRG
QRG  Auxiliary Hourly (Operating)
 QRG
QRG  Auxiliary Hourly (Trust)
 QRG
QRG  Casual Level 1 FT Student
 QRG
QRG  Casual Level 1 (Operating and Trust)
 QRG
QRG  Casual Level 2 (Operating and Trust)
 QRG
QRG  Student Hourly (Grad, Undergrad, Excluded)
 QRG
QRG  Supplemental Trades
 QRG
 Other Support Material   Time and Labor Exception Messages
 Other
Other Support Material   Time Reporting Codes Reference Sheet
 Other
Other Support Material  Time Entry - Common Issues and Other Information
 Other
Other Support Material  Time Entry Validation Errors
 Other

Time Entry - Salaried Employees

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  Employee Time Entry - Salaried  Training Guide
QRG  Salaried (Operating)
 QRG
QRG  Salaried (Trust)
 QRG
 Other Support Material   Time and Labor Exception Messages
 Other
Other Support Material   Time Reporting Codes Reference Sheet
 Other
Other Support Material  Time Entry - Common Issues and Other Information
 Other
Other Support Material  Time Entry Validation Errors
 Other

——— V ———

Vacation Time Entry - APOs, SOTS and Librarians

*Click on the link in the Document Type column to open the document.
Document Name
 Document Type
Training Guide  Employee Vacation Time Entry - APOs, SOTS and Librarians
 Training Guide
QRG
 APO, SOTS, and Librarians
 QRG


Looking for More Online Learning?

Use this UPK Online Tutorial Link to view all available online tutorials related to PeopleSoft HCM.

 

Contact Us 

 Email: general.inquiries@ualberta.ca


Icon Legend

The following list of icons represent the different types of training resources available.

Video Tutorial Video Tutorial
Training Guide Training Guide
Online Tutorial Online Tutorial
Job Aid Job Aid
In Person Training In Person
QRG Quick Reference Guide (QRG)
1 hour Topic Specific Tutorial Did You Know? Session
Other Supporting Material Other Documentation