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 |