User Procedures

Home >> Payroll >> Online Quick Reference >> User Procedures

The User Procedure page contains instructional materials that describe how end users should perform basic tasks in the Human Resource Management System (HRMS).

These User Procedures (A-Z) define the steps performed under normal scenarios and under system error scenarios.

Note: If you don't find the procedure you are looking for on this page, you may find it on the HRMS Reports page. Both pages provide step-by-step processes to help you perform basic tasks in HRMS.

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

 

User Procedures Transaction Code Date
1099R PU19 11/08/11
A    
Additional Payment_Deduction - Create PA30 04/02/12
Additional Payment - Taxing Travel Paid outside of HRMS PA30 11/25/14
Addresses PA30 07/12/12
Addresses - Display Only Information PA20 11/01/05
Appointment Change Action - Transfer PA40 06/19/14
Appointment Change Action After In-Training Appointment PA40 06/19/14
Appointment Change Action - Change Employee Sub-group PA40 06/19/14
Assignment Pay - Range-based PA30 07/13/15
Assignment Pay to Position Relationship PO13 04/28/05
B   Top
Bank Details for Warrant or Bank Transfer (ACH) PA30

01/11/11

Basic Pay- Maintain PA30 06/19/14
Basic Pay- Next Increase PA30 06/19/14
Basic Pay - View previous pay amounts PA30 05/22/13
Benefits - Additional Payment -Additional contribution for Health Insurance PA30 06/02/14
Benefits- Flexible Plan (FSA/DCAP) Employee Adjustments PA30 11/26/14
Benefits - Insurance Deduction For a New Employee Not in PAY1 PA30

07/05/05

Benefits-PERS1 Additional Contribution PA30 04/02/15
Benefits - Qualified Domestic Partner PA30

09/20/13

Benefits - Post-tax Premiums PA30 03/26/13
Benefits - Same Gender Marriage PA30 09/20/13
C   Top
CATS - Enter Absences CAT2 11/30/06
CATS - Enter Assault Leave CAT2

04/27/06

CATS- Enter Hours for Daily Employee CAT2 11/21/11
CATS - Enter Dollar Amounts CAT2

08/31/06

CATS - Enter Labor Distribution CAT2 12/01/04
CATS - Enter Overtime for a Salaried Employee CAT2 12/08/04
CATS - Enter Wage Types for Hourly Employee CAT2 10/10/07
CATS - Enter Wage Types for Salaried Employees CAT2 03/30/09
CATS - HRMS Time Data Transfer ZCAT6 12/19/06
Change of Status- In-Training Probation    PA40 12/31/12
Change of Status - Probation Completed PA40 11/23/12
Concurrent Employment Action PA40 01/26/17
Cost Distribution- Create PA30 01/14/13
D   Top
Date Specifications PA30 07/23/09
Deceased Employee Action PA40 01/29/14
Duty Station Address Employee PA30 09/29/16
E   Top
Email Address - Communication PA30 09/28/06
Emergency Contact - Family Member/Dependents PA30 09/28/06
Employee Cost Distribution- Withdrawn Employees ZHR_RPTFI002 & PA30 08/29/13
Employment Percent - Maintain Monthly Employee PA30 02/02/09
EVA - Adjusting Incorrect Balances    PA30 04/19/12
EVA - Identifying Incorrect Balances    ZHR_RPTTM084 04/19/12
F   Top
Fast Entry of Time Data PA71 06/18/10
Free Search - Position Address PPOSE 02/02/09
Form 941- Test Mode PU19 11/08/13
Form 941 Production Run/ Entering Generation Date PU19   03/22/11
Form 941-Overstated Calculation PU19 04/19/11
Form 941X PU19 11/19/14
G   Top
Garnishment Adjustment Refund PA30 09/27/12
Garnishments - Create PA30 01/17/07
Garnishment Create Child Support or Court Order PA30 06/18/13
Garnishment - Delimit PA30 01/12/09
Garnishment - IRS Tax Levy PA30 12/15/11
Garnishment is Released PA30

08/02/16

Garnishment - No Vendor in HRMS PA30 01/07/09
Garnishment Processing for Mid-Period Transfers PA30 03/26/07
Garnishment - Writ Adjustments PA30 01/12/09
Garnishment - Writ Processing PA30 01/05/10
Generating Quota Accrual Manually PA30 11/12/10
H   Top
Hourly Rate Per Assignment PA30, CAT2 06/02/10
I   Top
Infotype Message (Maintain Text) PA30 01/30/09
IRS Limits - Create IRS mandate withholding status and exemption   PA30 05/16/13
J   Top
JEV- Preapproved EVA hours to use prior to use JEV PA30 05/16/13
Job Action PP03 01/20/07
Job Action - Assign EEO Code PO03 11/06/05
Job Compensation PO03 12/15/04
Job to Job Group Relationship PP01 02/01/07
Job to Person Relationship (Estab. In-Training) PO03 12/09/10
Job to Person Relationship (In-Training Complete) PO03 12/09/10
Job to Position Relationship PO03 01/20/07
Job Overview SMX 08/29/16
Justified Excess Vacation (JEV) - Date Specifications PA30 03/04/13
L   Top
Leave of Absence  - Return from Leave PA40 12/27/12
Leave of Absence  - Active or Inactive PA40 12/31/12
M   Top
Manual Adjustment PU19 12/23/13
Manual Check Process S_AHR_61018754, PC00_M10_CALC SIMU, PA30 12/16/04
Mid-period changes with a 24/7 work schedule CAT2 06/24/14
Medical Aid Rate - Additional Withholdings Info PA30 08/10/09
    Top
Military Leave - Multiple leave actions in same pay period CAT2 05/16/13
Military Service - Create PA30 07/28/09
Military Service - Maintain PA30 09/28/09
Monitoring of Tasks - Create and Maintain PA30 12/27/12
Moving Expense - Additional Payments PA30 01/08/07
N   Top
Name Change - Personal Data PA30 02/26/13
New Hire Action - Change Entry Date PA41 10/12/12
New Hire Action PA40 01/19/17
New Hire Action - Change Hire Date (Payroll Exited) PA30 01/12/09
New Hire Action - Previous State Employee PA40 01/19/17
O   Top
Objects On Loan - Create PA30 09/04/09
One Time Deduction  PA30 04/10/12
Overpayment - Find Overpayments PC00_M10_CALC_SIMU 03/27/12
Overpayment- Offset PA30 03/27/12
Overpayment- Recover PA30 03/27/12
Organizational Structure Search PPOSE 03/21/12
Organizational Unit Create PP03 05/12/09
Organizational Unit - Delimit PO10 08/20/08
Organizational Unit - Maintain Object Name PO10 02/24/10
Organizational Unit - Undelimit PO10 04/0/6/09
Organizational Unit to Organizational Unit Relationship PO10 11/17/04
P  

Top

Payroll Status_updating PA30 05/21/10
Person Structure Search PPOSE 03/21/12
Personal Holiday - Convert to be Donated as Shared Leave PA30 03/30/09
Planned Working Time PA30 05/28/14
Planned Working Time- Fast Entry PA71 10/29/14
Position Account Assignment Features PO13 01/26/07
Position - Background Check PO13 07/28/09
Position Create PP03 01/05/17
Position- Create Position to Org Unit manages (Chief) Relationship PO13 03/08/12
Position - Create Position to Person Relationship PO13 08/09/12
Position Description PO13 03/28/13
Position - Delimit PO13 10/12/12
Position - Display Relationship (1001) PO13 07/14/11
Position - Dual Language Relationship PO13 04/29/05
Position - Employee Group and Sub-group PO13 08/01/06
Position - Maintain Address *new* PO13 09/16/16
Position - Maintain Cost Distribution PO13 09/18/09
Position - Maintain Object Name PO13 07/28/09
Position - Maintain Position to Person Relationship P013 01/14/13
Position - Maintain Position to Position Relationship    PO13 03/06/12
Position - Market Segment PO13 07/22/09
Position - Planned Compensation/ PO13 07/22/09
Position - Undelimit PO13 04/06/09
Position Maintain Vacancy PO13 12/02/14
Position Reallocation PO13 07/21/09
Position Structure Search    PPOSE 03/21/12
Position to Job Relationship PO13 08/01/06
Position to Management Type Assignment Relationship PO13 08/01/06
Position to Organizational Unit - Maintain PO13 07/20/09
Position to Position Relationship PO13 12/30/05
Position - WMS Description     PO13 06/07/12
Position - WMS Inclusion Criteria PO13 03/28/13
Position- WMS Position JVAC     PO13 03/28/13
Previous Employers PA30 04/04/07
Q   Top
Quota Correction Accelerated accrual PA30 10/29/12
Quota Create YTD Sick Leave Earned and Taken Absence Quotas- PA30 03/05/13
Quota_Generate_Accruals_Manually - PA30 11/22/10
Quota- Redistribution of Quota Hours ZPT_BPC10 10/19/12
Quota - Removing Accrued Leave PA30 05/02/12
Quota- Removing Quota Balance PA30 09/30/11
Quota - Time Quota Compensation (Buyout) PA30 07/11/13
R   Top
Recurring Deduction PA30 01/17/07
Recurring Payment PA30 01/18/07
Recurring Payment with a Dollar Limit PA30 05/11/06
Rehire Action PA40 01/19/17
Rehire - Change Entry Date to Future Date PA30 06/30/08
Retirement - Collecting Member Contributions in Arrears PA30 02/13/12
Retirement- Deferred Compensation - Overpayment in Tax Year PA30 02/23/12
Retirement - Employee Enrolled Into Wrong Plan PA30 07/27/09
Retirement - Open Enrollment PA30 07/16/09
Retirement Contribution Percentages PA30 06/08/06
Retirement Correcting WMS Codes Reported Incorrectly to DRS PC00 M99 CWTR 06/28/05
Retirement Plan Choice Code Chosen Plan or Defaulted to Plan2 PA30 03/18/13
Retirement Plan Choice Code Chosen Plan or Defaulted to Plan3 PA30 06/22/06
Retirement Plan Choice Code during 90-Day Period (New Hire) PA30 06/22/06
Retirement - Employee Change to Ineligible PA30 07/27/09
Retirement Retro Payment Plan PA30 04/01/14
S   Top
Separation Action PA40 01/31/17
Separation Action - Change Leaving Date PA30 07/22/09
Separation Action - Correct Leave Buyout Reporting to DRS PC00_M99_CWTR /
Shared Leave - Uniform Srvs Pool - Create Eligibility- PA30 05/13/10
Shared Leave - Uniform Srvs Pool - Donation or Withdrawal PA30 05/13/10
Shared Leave Create Eligibility PA30 07/26/10
Shared Leave Cross Agency Donation PA30 05/17/10
Shared Leave Donation PA30 09/29/09
Shared Leave Returning Donation PA30 05/17/10
Shared Leave Returning Donation Cross Agency PA30 05/17/12
Shared Leave Returning Personal Holiday  PA30 10/03/11
Shared Leave - Sick Leave Pool - Create Eligibility- PA30 05/13/10
Shared Leave - Sick Leave Pool - Donation or Withdrawal - PA30 05/13/10
Social Security Number - Personal Data PA30 11/18/05
Supersede New Hire or Rehire Action PA30 12/27/12
T   Top
Tax Exemptions - Create    PA30 02/17/12
Tax Reporter Defaults PU19 09/19/12
Tax Reporter Log Manager Printing   PU19  10/25/11
Tax Reporter Manual Upload PU19 12/10/14
Telework_Flex Work (Employee) PA30 08/30/16
Telework_Flex Work (Position) PA30 08/30/16
Time Evaluation ZT60 07/06/09
Time Leveling CATC 08/05/10
Time Leveling - Multiple Employees CATC 06/14/16
Time Transfer ZCATA 09/29/09
V   Top
Vacant Chief Position PO13 06/16/11
W   Top
W-2_Log Manager         PU19 01/06/11
W-2 Reissue PU19 01/06/11
W-2 (YTD Adjustments to show withholdings on the W-2) PU19    07/24/12
Warrant Cancellation or ACH Reversal  PUOC_10 05/12/12
Withholding Info W4/W5 - Employee Tax Exemption PA30 12/23/14
Withholding Info W4/W5 - W-4 Election PA30 12/23/14
Work Schedule Substitution PA61 01/03/07
Work Schedule Substitution-Fast Entry PA71 03/25/13
Work Schedule Substitution_List Entry PA30 10/29/12
Worker's Compensation Time Loss Payments PA30 07/23/10

Contact Us

360-407-9100 or Email