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 |
Last Updated |
Create Position |
PDF, Video |
7/18/2024 |
Maintain Position |
PDF, Video |
7/18/2024 |
Delimit Position |
PDF, Video |
7/18/2024 |
Scenario: Add, Edit, or Remove Position Requirements |
PDF |
7/22/2022 |
Scenario: Create an Overlap Position |
PDF |
2/21/2023 |
Scenario: Maintain a Posted Position |
PDF |
2/21/2023 |
View and Download a Position Description |
PDF |
2/9/2024 |
Hire an Employee (External and Internal Candidates)
Guide |
Format |
Last Updated |
Hire (Staff) |
PDF, Video (coming soon) |
2/21/2023 |
Position Change |
PDF, Video (coming soon) |
2/21/2023 |
Transfer, Initiating – Sending Manager |
PDF, Video (coming soon) |
2/21/2023 |
Transfer, Completing – Receiving Manager |
PDF, Video (coming soon) |
2/21/2023 |
Updates During Employment
Guide |
Format |
Last Updated |
Employee Position Update |
PDF, Video (coming soon) |
7/25/2022 |
Position Change |
PDF, Video (coming soon) |
2/21/2023 |
Salary Change |
PDF, Video (coming soon) |
7/25/2022 |
Salary Cost Distribution |
PDF, Video (coming soon) |
7/25/2022 |
Transfer, Initiating – Sending Manager |
PDF, Video (coming soon) |
2/21/2023 |
Transfer, Completing – Receiving Manager |
PDF, Video (coming soon) |
2/21/2023 |
Scenario: Move Employee into an Overlap Position (Staff) |
PDF |
2/21/2023 |
Time Entry Guides
Guide |
Format |
Last Updated |
Thanksgiving Holiday |
PDF |
10/21/2022 |
Entering Intersession Time |
PDF |
12/5/2022 |
Payment Beyond Base Salary
Guide |
Format |
Last Updated |
Additional Payment |
PDF, Video (coming soon) |
7/25/2022 |
Recurring Payment |
PDF, Video (coming soon) |
7/25/2022 |
Secondary Work Payment |
PDF, Video (coming soon) |
9/8/2023 |
Scenario: Payment for additional duties (hourly paid) |
PDF |
4/1/2022 |
Annual Merit Cycles (ECM)
If you have any questions regarding the merit process, please contact HR Compensation.
Guide |
Format |
Merit Process |
Last Updated |
Approve Recommended Merit |
PDF |
All cycles |
10/31/2019 |
Compensation Statements (Download Individual) |
PDF |
All cycles |
6/2018 |
Compensation Statements (Download Multiple) |
PDF |
All cycles |
7/2024 |
Merit Eligibility Report (Faculty) |
PDF |
Faculty |
4/19/2023 |
Merit Eligibility Report (Staff) |
PDF |
Staff |
10/31/2019 |
Recommend Merit |
PDF |
All cycles |
11/1/2019 |
Salary History Report |
PDF |
All cycles |
6/2018 |
Scenario: Calculate a Recommendation for an Hourly Employee |
PDF |
L2324, Staff |
10/31/2019 |
Scenario: Upload Dean’s Comments |
PDF |
Faculty |
6/2018 |
Leaves of Absence
Guide |
Format |
Last Updated |
Leave of Absence |
PDF, Video (coming soon) |
4/1/2022 |
Return from Absence |
PDF, Video (coming soon) |
4/1/2022 |
End of Employment
Guide |
Format |
Last Updated |
Termination |
PDF, Video (coming soon) |
7/25/2022 |
Retirement |
PDF, Video (coming soon) |
7/25/2022 |
Scenario: Move Employee into an Overlap Position (Staff) |
PDF |
2/21/2023 |
Scenario Based
Guide |
Format |
Last Updated |
ECM (Merit): Calculate a Recommendation for an Hourly Employee |
PDF |
10/31/2019 |
ECM (Merit): Upload Dean’s Comments |
PDF |
6/2018 |
Maintain a Posted Position |
PDF |
2/21/2023 |
Overlap Position: Create Position |
PDF |
2/21/2023 |
Overlap Position: Move Employee into Overlap |
PDF |
2/21/2023 |
Payment for additional duties (hourly paid) |
PDF |
4/1/2022 |
Additional Resources
Guide |
Format |
Last Updated |
Data Dictionary |
Excel |
2/21/2023 |
Initiate a Personnel Administration (PA) Form |
PDF, Video (coming soon) |
7/5/2022 |
Request Tracker |
PDF, Video (coming soon) |
4/1/2022 |
View and Download a Position Description |
PDF |
2/9/2024 |
Guides A-Z
Guide |
Format |
Last Updated |
Add, Edit, or Remove Position Requirements |
PDF |
7/22/2022 |
Additional Payment |
PDF, Video (coming soon) |
7/25/2022 |
Create Position |
PDF, Video |
7/18/2024 |
Create an Overlap Position |
PDF |
2/21/2023 |
Data Dictionary |
Excel |
2/21/2023 |
Delimit Position |
PDF, Video |
7/18/2024 |
ECM (Merit): Approve Recommended Merit |
PDF |
10/31/2019 |
ECM (Merit): Compensation Statements (Download Individual) |
PDF |
6/2018 |
ECM (Merit): Compensation Statements (Download Multiple) |
PDF |
7/2024 |
ECM (Merit): Merit Eligibility Report (Faculty) |
PDF |
4/19/2023 |
ECM (Merit): Merit Eligibility Report (Staff) |
PDF |
10/31/2019 |
ECM (Merit): Recommend Merit |
PDF |
11/1/2019 |
ECM (Merit): Salary History Report |
PDF |
6/2018 |
ECM (Merit) Scenario: Calculate a Recommendation for an Hourly Employee |
PDF |
10/31/2019 |
ECM (Merit) Scenario: Upload Dean’s Comments |
PDF |
6/2018 |
Employee Position Update (EPU) |
PDF, Video (coming soon) |
7/25/2022 |
Hire (Staff) |
PDF, Video (coming soon) |
2/21/2023 |
Initiate a Personnel Administration (PA) Form |
PDF, Video (coming soon) |
7/5/2022 |
Leave of Absence |
PDF, Video (coming soon) |
4/1/2022 |
Maintain Position |
PDF, Video |
7/18/2024 |
Maintain a Posted Position |
PDF |
2/21/2023 |
Move Employee into an Overlap Position (Staff) |
PDF |
2/21/2023 |
Payment for additional duties (hourly paid) |
PDF, Video (coming soon) |
4/1/2022 |
Position Change |
PDF, Video (coming soon) |
2/21/2023 |
Recurring Payment |
PDF, Video (coming soon) |
7/25/2022 |
Request Tracker |
PDF, Video (coming soon) |
4/1/2022 |
Retirement |
PDF, Video (coming soon) |
7/25/2022 |
Return from Absence |
PDF, Video (coming soon) |
4/1/2022 |
Salary Change |
PDF, Video (coming soon) |
7/25/2022 |
Salary Cost Distribution |
PDF, Video (coming soon) |
7/25/2022 |
Secondary Work Payment |
PDF, Video (coming soon) |
9/8/2023 |
Termination |
PDF, Video (coming soon) |
7/25/2022 |
Time Entry: Thanksgiving Holiday |
PDF |
10/21/2022 |
Time Entry: Entering Intersession Time |
PDF |
12/5/2022 |
Transfer, Completing – Receiving Manager |
PDF, Video (coming soon) |
2/21/2023 |
Transfer, Initiating – Sending Manager |
PDF, Video (coming soon) |
2/21/2023 |
View and Download a Position Description |
PDF |
2/9/2024 |