Process and Help Guides
The following documentation includes form instructions, data field information, and other SAP resources that Managers and/or Payroll Coordinators (PYC) can use in fulfilling their respective roles. In addition to the below, there are a few additional resources:
- The Form Decision Guide can be used to determine what forms need to be completed based on common scenarios
- The BUworks Form Deadlines provide the dates by which forms need to successfully complete workflow in order to meet payroll deadlines
- If you already processed a form and a correction needs to be made, the Contacting HR Systems page provides forms to fill out and submit to request corrections (submission generates a ticket with HR Information Systems)
Org Unit Creation and Maintenance
Position Creation and Maintenance
Guide |
Format |
Create Position |
PDF, Video |
Maintain Position |
PDF, Video |
Delimit Position |
PDF, Video |
Scenario: Add, Edit, or Remove Position Requirements |
PDF |
Scenario: Create an Overlap Position |
PDF |
Scenario: Maintain a Posted Position |
PDF |
View and Download a Position Description |
PDF |
Action Reasons for PA forms
Action Reason Definitions (PDF)
Action Reason Decision Trees by Form
Form |
Format |
Employee Position Update (EPU) – Faculty |
PDF |
Employee Position Update (EPU) – Non-Represented Staff |
PDF |
Employee Position Update (EPU) – Represented Staff |
PDF |
Hire |
PDF |
Position Change |
PDF |
Retirement |
PDF |
Salary Change |
PDF |
Termination |
PDF |
Transfer |
PDF |
Hire an Employee (External and Internal Candidates)
Guide |
Format |
Hire (Staff) |
PDF |
Hire form Action Reason Decision Tree |
PDF |
Position Change |
PDF |
Position Change form Action Reason Decision Tree |
PDF |
Transfer, Initiating – Sending Manager |
PDF |
Transfer, Completing – Receiving Manager |
PDF |
Transfer form Action Reason Decision Tree |
PDF |
Updates During Employment
Guide |
Format |
Employee Position Update |
PDF |
Employee Position Update (EPU) Action Reason Decision Tree – Faculty |
PDF |
Employee Position Update (EPU) Action Reason Decision Tree – Non-Represented Staff |
PDF |
Employee Position Update (EPU) Action Reason Decision Tree – Represented Staff |
PDF |
Position Change |
PDF |
Position Change form Action Reason Decision Tree |
PDF |
Salary Change |
PDF |
Salary Change form Action Reason Decision Tree |
PDF |
Salary Cost Distribution |
PDF |
Transfer, Initiating – Sending Manager |
PDF |
Transfer, Completing – Receiving Manager |
PDF |
Transfer form Action Reason Decision Tree |
PDF |
Scenario: Move Employee into an Overlap Position (Staff) |
PDF |
Time Entry Guides
Guide |
Format |
Thanksgiving Holiday |
PDF |
Entering Intersession Time |
PDF |
Payment Beyond Base Salary
Guide |
Format |
Additional Payment |
PDF |
Recurring Payment |
PDF |
Secondary Work Payment |
PDF |
Scenario: Payment for additional duties (hourly paid) |
PDF |
Annual Merit Cycles (ECM)
If you have any questions regarding the merit process, please contact HR Compensation.
Leaves of Absence
Guide |
Format |
Leave of Absence |
PDF |
Return from Absence |
PDF |
End of Employment
Guide |
Format |
Termination |
PDF |
Termination form Action Reason Decision Tree |
PDF |
Retirement |
PDF |
Retirement form Action Reason Decision Tree |
PDF |
Scenario: Move Employee into an Overlap Position (Staff) |
PDF |
Scenario Based
Guide |
Format |
ECM (Merit): Calculate a Recommendation for an Hourly Employee |
PDF |
ECM (Merit): Upload Dean’s Comments |
PDF |
Maintain a Posted Position |
PDF |
Overlap Position: Create Position |
PDF |
Overlap Position: Move Employee into Overlap |
PDF |
Payment for additional duties (hourly paid) |
PDF |
Additional Resources
Guide |
Format |
Data Dictionary |
Excel |
Initiate a Personnel Administration (PA) Form |
PDF |
Personnel Administration (PA) Action Reason Definitions |
PDF |
Request Tracker |
PDF |
View and Download a Position Description |
PDF |
Guides A-Z
Guide |
Format |
Add, Edit, or Remove Position Requirements |
PDF |
Additional Payment |
PDF |
Create Position |
PDF, Video |
Create an Overlap Position |
PDF |
Data Dictionary |
Excel |
Delimit Position |
PDF, Video |
ECM (Merit): Approve Recommended Merit |
PDF |
ECM (Merit): Compensation Statements (Download Individual) |
PDF |
ECM (Merit): Compensation Statements (Download Multiple) |
PDF |
ECM (Merit): Merit Eligibility Report (Faculty) |
PDF |
ECM (Merit): Merit Eligibility Report (Staff) |
PDF |
ECM (Merit): Recommend Merit |
PDF |
ECM (Merit): Salary History Report |
PDF |
ECM (Merit) Scenario: Calculate a Recommendation for an Hourly Employee |
PDF |
ECM (Merit) Scenario: Upload Dean’s Comments |
PDF |
Employee Position Update (EPU) |
PDF |
Employee Position Update (EPU) form Action Reason Decision Tree – Faculty |
PDF |
Employee Position Update (EPU) form Action Reason Decision Tree – Non-Represented Staff |
PDF |
Employee Position Update (EPU) form Action Reason Decision Tree – Represented Staff |
PDF |
Hire (Staff) |
PDF |
Hire form Action Reason Decision Tree |
PDF |
Initiate a Personnel Administration (PA) Form |
PDF |
Leave of Absence |
PDF |
Maintain Position |
PDF, Video |
Maintain a Posted Position |
PDF |
Move Employee into an Overlap Position (Staff) |
PDF |
Payment for additional duties (hourly paid) |
PDF |
Personnel Administration (PA) Action Reason Definitions |
PDF |
Position Change |
PDF |
Position Change form Action Reason Decision Tree |
PDF |
Recurring Payment |
PDF |
Request Tracker |
PDF |
Retirement |
PDF |
Retirement form Action Reason Decision Tree |
PDF |
Return from Absence |
PDF |
Salary Change |
PDF |
Salary Change form Action Reason Decision Tree |
PDF |
Salary Cost Distribution |
PDF |
Secondary Work Payment |
PDF |
Termination |
PDF |
Termination form Action Reason Decision Tree |
PDF |
Time Entry: Thanksgiving Holiday |
PDF |
Time Entry: Entering Intersession Time |
PDF |
Transfer, Completing – Receiving Manager |
PDF |
Transfer, Initiating – Sending Manager |
PDF |
Transfer form Action Reason Decision Tree |
PDF |
View and Download a Position Description |
PDF |