{"id":17803,"date":"2022-04-05T07:00:34","date_gmt":"2022-04-05T11:00:34","guid":{"rendered":"https:\/\/www.bu.edu\/hr\/?page_id=17803"},"modified":"2026-05-08T12:25:06","modified_gmt":"2026-05-08T16:25:06","slug":"process-and-help-guides","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/hr\/hr-systems\/process-and-help-guides\/","title":{"rendered":"Process and Help Guides"},"content":{"rendered":"<p>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:<\/p>\n<ul>\n<li>The <a href=\"https:\/\/www.bu.edu\/hr\/documents\/ted-page-new.html\">Form Decision Guide<\/a> can be used to determine what forms need to be completed based on common scenarios<\/li>\n<li>The <a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/buworks-form-deadlines\/\">BUworks Form Deadlines<\/a> provide the dates by which forms need to successfully complete workflow in order to meet payroll deadlines<\/li>\n<li>If you already processed a form and a correction needs to be made, the <a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/contacting-hr-systems\/\">Contacting HR Systems<\/a> page provides forms to fill out and submit to request corrections (submission generates a ticket with HR Information Systems)<\/li>\n<\/ul>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Org Unit Creation and Maintenance<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Create an Org Unit<\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/contacting-hr-systems\/organizational-unit-requests\/\">Request Form<\/a><\/td>\n<\/tr>\n<tr>\n<td>Modify an Org Unit<\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/contacting-hr-systems\/organizational-unit-requests\/\">Request Form<\/a><\/td>\n<\/tr>\n<tr>\n<td>Change Manager of an Org Unit<\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/contacting-hr-systems\/organizational-unit-requests\/\">Request Form<\/a><\/td>\n<\/tr>\n<tr>\n<td>Delimit an Org Unit<\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/hr-systems\/contacting-hr-systems\/organizational-unit-requests\/\">Request Form<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Position Creation and Maintenance<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Create Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Create-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59645%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td>Maintain Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Maintain-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59646%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td>Delimit Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Delimit-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59647%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td>Recruitment\/Hire Indicator Decision Guide<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2026\/05\/Recruitment-Hire-Indicator-Flowchart.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Scenario:<\/span> Add, Edit, or Remove Position Requirements<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/07\/Scenario-Add-Edit-Remove-Position-Requirements.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Scenario:<\/span> Create an Overlap Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Create-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Scenario:<\/span> Maintain a Posted Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/12\/Scenario-Maintain-Posted-Position.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>View and Download a Position Description<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2024\/02\/View-and-Download-a-Position-Description.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Action Reasons for PA forms<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p><a href=\"\/hr\/files\/__restricted\/entire-bu-community\/PA-Action-Reason-Definitions.pdf\">Action Reason Definitions (PDF)<\/a><\/p>\n<h5>Action Reason Decision Trees by Form<\/h5>\n<table>\n<tbody>\n<tr>\n<td><strong>Form<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) &#8211; Faculty<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Faculty.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) &#8211; Non-Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Non-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) &#8211; Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Hire<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Hire-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Position-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Retirement<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Retirement-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Salary-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Termination<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Termination-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Transfer-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Hire an Employee (External and Internal Candidates)<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Hire (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Hire-Staff-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Hire form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Hire-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Position-Change-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Position-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Initiating &#8211; Sending Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Sending-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Completing &#8211; Receiving Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Receiving-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Transfer-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Updates During Employment<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Employee-Position-Update-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) Action Reason Decision Tree\u00a0&#8211; Faculty<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Faculty.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) Action Reason Decision Tree &#8211; Non-Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Non-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) Action Reason Decision Tree &#8211; Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Position-Change-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Position-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Salary-Change-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Change form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Salary-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Cost Distribution<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Salary-Cost-Distribution-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Initiating &#8211; Sending Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Sending-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Completing &#8211; Receiving Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Receiving-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Transfer-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Scenario:<\/span> Move Employee into an Overlap Position (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Move-Employee-into-an-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Time Entry Guides<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Thanksgiving Holiday<\/td>\n<td width=\"150\"><a href=\"\/hr\/documents\/Timesheet_Entry_Thanksgiving.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Entering Intersession Time<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/12\/Entering_Intersession_time_2025.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Payment Beyond Base Salary<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Additional Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Additional-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Recurring Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Recurring-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Secondary Work Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Secondary-Work-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><u>Scenario<\/u>: Payment for additional duties (hourly paid)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Scenario-Additional-Duties-Hourly-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Annual Merit Cycles (ECM)<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>If you have any questions regarding the merit process, please contact <a href=\"mailto:hrcomp@bu.edu\">HR Compensation<\/a>.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"290\"><strong>Guide<\/strong><\/td>\n<td width=\"100\"><strong>Format<\/strong><\/td>\n<td width=\"150\"><strong>Merit Process<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Approve Recommended Merit<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2019\/10\/How-to-Approve-Recommended-Merit.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/\">All cycles<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Compensation Statements (Download Individual)<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Comp-Statements.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/\">All cycles<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Compensation Statements (Download Multiple)<\/td>\n<td width=\"100\"><a href=\"https:\/\/www.bu.edu\/hr\/documents\/How_To_Download_Multiple_Compensation_Statements.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/\">All cycles<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Merit Eligibility Report (Faculty)<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2023\/04\/Instructions-for-Eligibility-Report-for-Faculty-Review.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/faculty-merit-process\/\">Faculty<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Merit Eligibility Report (Staff)<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2019\/10\/Instructions-for-Eligibility-Report-Staff.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/staff-merit-process\/\">Staff<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Recommend Merit<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2019\/11\/How-to-Recommend-Merit.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/\">All cycles<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\">Salary History Report<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Salary-History.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/\">All cycles<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\"><u>Scenario:<\/u>\u00a0Calculate a Recommendation for an Hourly Employee<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2019\/10\/How-to-Calculate-a-Recommendation-for-an-Hourly-Employee.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/l2324-merit-process\/\">L2324<\/a>, <a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/staff-merit-process\/\">Staff<\/a><\/td>\n<\/tr>\n<tr>\n<td width=\"290\"><u>Scenario:<\/u>\u00a0Upload Dean&#8217;s Comments<\/td>\n<td width=\"100\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Deans-comments.pdf\">PDF<\/a><\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/manager-resources\/annual-performance-review-and-merit\/faculty-merit-process\/\">Faculty<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Leaves of Absence<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Leave of Absence<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Leave-of-Absence-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Return from Absence<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Return-from-Absence-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">End of Employment<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Termination<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Termination-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Termination form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Termination-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Retirement<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Retirement-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Retirement form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Retirement-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Scenario:<\/span> Move Employee into an Overlap Position (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Move-Employee-into-an-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Scenario Based<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td><u>ECM (Merit):<\/u>\u00a0Calculate a Recommendation for an Hourly Employee<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2019\/10\/How-to-Calculate-a-Recommendation-for-an-Hourly-Employee.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><u>ECM (Merit):<\/u>\u00a0Upload Dean&#8217;s Comments<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Deans-comments.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Maintain a Posted Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/12\/Scenario-Maintain-Posted-Position.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Overlap Position: Create Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Create-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Overlap Position: Move Employee into Overlap<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Move-Employee-into-an-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Payment for additional duties (hourly paid)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Scenario-Additional-Duties-Hourly-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Additional Resources<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Data Dictionary<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/HR-Data-Dictionary.xlsx\">Excel<\/a><\/td>\n<\/tr>\n<tr>\n<td>Initiate a Personnel Administration (PA) Form<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/04\/Initiate-a-Personnel-Action.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Personnel Administration (PA) Action Reason Definitions<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/__restricted\/entire-bu-community\/PA-Action-Reason-Definitions.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Request Tracker<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Request-Tracker-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>View and Download a Position Description<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2024\/02\/View-and-Download-a-Position-Description.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Guides A-Z<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Guide<\/strong><\/td>\n<td width=\"150\"><strong>Format<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Add, Edit, or Remove Position Requirements<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/07\/Scenario-Add-Edit-Remove-Position-Requirements.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Additional Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Additional-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Create Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Create-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59645%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td>Create an Overlap Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Create-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Data Dictionary<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/HR-Data-Dictionary.xlsx\">Excel<\/a><\/td>\n<\/tr>\n<tr>\n<td>Delimit Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Delimit-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59647%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Approve Recommended Merit<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2019\/10\/How-to-Approve-Recommended-Merit.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Compensation Statements (Download Individual)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Comp-Statements.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Compensation Statements (Download Multiple)<\/td>\n<td width=\"150\"><a href=\"https:\/\/www.bu.edu\/hr\/documents\/How_To_Download_Multiple_Compensation_Statements.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Merit Eligibility Report (Faculty)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2023\/04\/Instructions-for-Eligibility-Report-for-Faculty-Review.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Merit Eligibility Report (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2019\/10\/Instructions-for-Eligibility-Report-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Recommend Merit<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2019\/11\/How-to-Recommend-Merit.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">ECM (Merit):<\/span> Salary History Report<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Salary-History.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><u>ECM (Merit) Scenario:<\/u>\u00a0Calculate a Recommendation for an Hourly Employee<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2019\/10\/How-to-Calculate-a-Recommendation-for-an-Hourly-Employee.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><u>ECM (Merit) Scenario:<\/u>\u00a0Upload Dean&#8217;s Comments<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/05\/Instructions-for-Deans-comments.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Employee-Position-Update-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) form Action Reason Decision Tree &#8211; Faculty<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Faculty.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) form Action Reason Decision Tree &#8211; Non-Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Non-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Employee Position Update (EPU) form Action Reason Decision Tree &#8211; Represented Staff<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/EPU-Form-Rep-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Hire (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Hire-Staff-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Hire form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Hire-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Initiate a Personnel Administration (PA) Form<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/04\/Initiate-a-Personnel-Action.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Leave of Absence<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Leave-of-Absence-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Maintain Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Maintain-Position-Guide.pdf\">PDF<\/a>, <a href=\"https:\/\/bostonuniversity.sumtotal.host\/Core\/pillarRedirect?relyingParty=LM&amp;url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D59646%26UserMode%3D0\">Video<\/a><\/td>\n<\/tr>\n<tr>\n<td>Maintain a Posted Position<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/12\/Scenario-Maintain-Posted-Position.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Move Employee into an Overlap Position (Staff)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/08\/Scenario-Move-Employee-into-an-Overlap-Position-Staff.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Payment for additional duties (hourly paid)<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Scenario-Additional-Duties-Hourly-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Personnel Administration (PA) Action Reason Definitions<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/__restricted\/entire-bu-community\/PA-Action-Reason-Definitions.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Position-Change-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Position Change form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Position-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Recurring Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Recurring-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Request Tracker<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Request-Tracker-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Retirement<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Retirement-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Retirement form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Retirement-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Return from Absence<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Return-from-Absence-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Change<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Salary-Change-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Change form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Salary-Change-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Salary Cost Distribution<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Salary-Cost-Distribution-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Secondary Work Payment<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Secondary-Work-Payment-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Termination<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Termination-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Termination form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Termination-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Time Entry:<\/span> Thanksgiving Holiday<\/td>\n<td width=\"150\"><a href=\"\/hr\/documents\/Timesheet_Entry_Thanksgiving.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\">Time Entry:<\/span> Entering Intersession Time<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/12\/Entering_Intersession_time_2025.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Completing &#8211; Receiving Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Receiving-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer, Initiating &#8211; Sending Manager<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2022\/03\/Transfer-Sending-Manager-Guide.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>Transfer form Action Reason Decision Tree<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2025\/07\/Transfer-Form.pdf\">PDF<\/a><\/td>\n<\/tr>\n<tr>\n<td>View and Download a Position Description<\/td>\n<td width=\"150\"><a href=\"\/hr\/files\/2024\/02\/View-and-Download-a-Position-Description.pdf\">PDF<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":11395,"featured_media":0,"parent":13537,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/pages\/17803"}],"collection":[{"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/users\/11395"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/comments?post=17803"}],"version-history":[{"count":51,"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/pages\/17803\/revisions"}],"predecessor-version":[{"id":25727,"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/pages\/17803\/revisions\/25727"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/pages\/13537"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/hr\/wp-json\/wp\/v2\/media?parent=17803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}