University of Minnesota
Office of Human Resources
http://www.umn.edu/ohr
612-625-2016

HRMS Courses

Course Descriptions

Contact HRMS at 612-625-2016 for provisional access.

Add a Person/Person of InterestOnline

Provides instructions for adding a person that does not come through the recruiting or position management module, and how to select the appropriate affiliation with the University. Participants of this course will be working with non-employees who need to have a University affiliation in order to receive certain services (such as library access).

Prerequisite: Search Match

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Additional PayOnline

Provides instructions on when and how to use the Additional Pay page for an employee. Pay types that can be used for additional pay are reviewed.

Prerequisite: Appointment Entry: Hire

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Address Entry and MaintenanceOnline

Provides guidelines and processes for entering and editing addresses in HRMS. Topics covered include:

  • Address Types
  • Effective Dates
  • Postal Guidelines
  • Entering and Editing a Home (Permanent) Address
  • Entering and Editing a Campus Mail Delivery Address
  • Entering and Editing Campus Office Locations, Mailing, and Business Addresses

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Appointment Entry: HireOnline

Provides people who will be setting up appointments in the system with the information necessary to do complete this task. Participants will learn what information is populated from the position record and/or the recruiting process and be able to enter additional information into the job record to ensure benefits and payroll functions occur.

Prerequisites: Position Management Overview, Add a Person/Person of Interest

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Appointment Entry: UpdatesOnline

Provides appointment entry people with the information to understand how to update job records based on a variety of employee life cycle events. Participants will understand the different Action/Reason code combinations and what fields must be updated as a result of the selected Action/Reason code.

Prerequisites: Additional Pay, Appointment Entry: Hire, Contract Details, Leaves of Absence Overview, Tenure and Continuous Data

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Appointment ViewOnline

Provides an overview of what information is available to view for an employee's appointment. Participants will view the Job Summary screen and Job Data screen and understand the type of information found on those screens. Lists of other screens with helpful data and other view only job aids that are available are also provided.

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Approving Time and AbsenceOnline

Provides instructions to supervisors, managers, and other approvers of employee time sheets or absence requests. Participants will learn how to find the time and absence submissions that need approval, how to approve or deny, and how to manage exceptions.

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Combination Codes and ChartField StringsOnline

Provides an overview of the Chart of Accounts and combo code structure that are used to indicate the payroll distribution for employees.

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Compensation ScenariosOnline

Provides more detail about setting up compensation using the Compensation tab in Job Data. Participants will review examples of more complex compensation scenarios and receive detailed information on the compensation fields and codes.

Prerequisite: Appointment Entry: Hire

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Contract DetailsOnline

Explains the required steps for completing the hire for P&A and faculty appointments. Participants will understand how to select the correct contract type so that the notice of appointment is accurate.

Prerequisite: Appointment Entry: Hire

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Distribution Entry and Retro DistributionsOnline

Provides instructions to financial/HR staff responsible for managing the payroll distributions of employees in their unit. Participants will understand the payroll cycle, how to set up and change distributions, and how to correct them.

Prerequisite: Understanding Payroll Accounting

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Hiring Managers: Offer, Accept, & Prepare for HireOnline

Reviews the third and final phase of the recruitment process. Participants will understand the steps needed to make an offer and prepare the candidate to be hired in the PeopleSoft system.

Prerequisites: Hiring Managers: Screen & Select, Post & Recruit for Hiring Managers and Recruiters, Welcome to Recruiting

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Hiring Managers: Screen & SelectOnline

Reviews the second phase of the recruitment process. Participants will understand the steps needed to screen and select candidates for interviews.

Prerequisite: Post & Recruit for Hiring Managers and Recruiters

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HRMS Reporting WorkshopInstructor-led

This workshop provides participants with an overview of the various HRMS reports and queries. All HRMS modules will be covered to give participants an idea of the helpful reporting tools available. A high level view of the HR data warehouse tables (DWHR) will be provided for participants who are comfortable building their own queries.

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Leaves of Absence OverviewOnline

Provides an overview of the University's various leaves of absence policies. Participants will understand what constitutes a long term leave of absence and thus requires an update to the appointment record.

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Managing DelegationsOnline

Provides instructions to supervisors, managers, and other approvers of employee time sheets or absence requests on how to delegate their approval function while out of the office. Participants will learn how to indicate their length of time out of the office, and notify the delegee on approvals that are needed.

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Managing SchedulesOnline

Provides instructions to supervisors, managers, and unit administrators on how to manage the work schedule used in time reporting for their employees. Participants will understand what a work schedule is, how it drives the time reporting process, and how to change a schedule or request a new schedule.

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Online I-9 Verification ProcessOnline

Designed for I-9 administrators who need access to the I-9 eXpress online system.

In addition to the course, a Check for Understanding must be completed to receive credit for the course. The purpose of the Check for Understanding is to ensure the course concepts are being understood. 

Access Granted: I-9 eXpress (online I-9 system)

Note: only I-9 administrators who are approved by his/her official HR Pro will be granted access to the I-9 eXpress system. If you have been approved for I-9 eXpress access, please contact Alba Vogelgesang at avogelge@umn.edu or 612-625-6335 once you have completed the course and Check for Understanding.

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Payroll Verification ReportOnline

Provides and overview of the payroll verification report and explains how to reconcile the payroll verification report each pay period. Participants will learn the policy requirements for payroll verification report reconciliation and how to follow up on issues identified through the reconciliation process.

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Position Management OverviewOnline

Provides an overview of the Position Management function in PeopleSoft. This course is for supervisors, managers, and HR professionals who need to understand the type of data captured in Position Management and how it integrates with the recruiting and appointment functions.

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Position Management: Creating New PositionsOnline

Provides position managers with an overview of the position management process. Participants will learn how to set up a new position, understand the key fields that flow into the Recruiting and Workforce Modules and be able to provide support to their college/administrative unit HR people to ensure position data is correct.

Prerequisite: Position Management Overview

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Position Management: Updating Existing PositionsOnline

Provides position managers with the steps required to update a position. Participants will learn how certain updates will integrate with appointment data and the approvals needed to make updates to positions.

Prerequisite: Position Management: Creating New Positions

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Post & Recruit for Hiring Managers and RecruitersOnline

Reviews the first phase of the recruitment process. Participants will understand the steps needed to post a position and start the recruitment process, as well as what approvals are needed.

Prerequisite: Welcome to Recruiting

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Query ViewerOnline

Provides an overview on finding and running queries for HRMS. Participants will learn tips for running and viewing their queries.

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Recruiters: Offer, Accept, & Prepare for HireOnline

Reviews the third and final phase of the recruitment process. Participants will understand the steps needed to make an offer and prepare the candidate to be hired in the PeopleSoft system.

Prerequisites: Hiring Managers: Offer, Accept, & Prepare for Hire, Recruiters: Screen & Select

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Recruiters: Screen & SelectOnline

Reviews the second phase of the recruitment process. Participants will understand the steps needed to screen and select candidates for an interviews.

Prerequisites: Hiring Managers: Screen & Select, Post & Recruit for Hiring Managers and Recruiters

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Reporting TimeOnline

For employees who need to report their time via an electronic time sheet. Participants will learn both methods of time reporting and understand how to resolve exceptions and errors.

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Search MatchOnline

Provides instructions on how to search for people in the system. Participants will understand the shared people database between the Student (campus solutions) and HR systems and how to determine if a person has a relationship with the University.

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Submitting AbsencesOnline

For employees who need to request absences and report absences taken via an electronic form. Participants will learn how to submit an absence and understand how to follow up on exceptions and errors.

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Tenure and Continuous DataOnline

Covers the process of creating and updating tenure or continuous data for Faculty and Academic Professionals.

Prerequisite: Appointment Entry: Hire

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Understanding Multiple AppointmentsOnline

Provides a review of the University's strategy for multiple appointments. Participants will review when a multiple appointment is appropriate and when it is not. The course also provides instructions on how to indicate which appointment should be considered the primary job for benefit purposes.

Prerequisite: Appointment Entry: Hire

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Understanding Payroll AccountingOnline

Provides an overview of the payroll accounting process used by PeopleSoft HRMS. Participants will understand the six sections of payroll accounting and how they work together to administer payroll at the University of Minnesota.

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Unit Absence AdministrationOnline

Provides detailed instructions to the unit administrators on how to manage and administer absences for their unit. Participants will understand the roles and responsibilities of everyone involved in the absence reporting process, and be able to enter absences and manage exceptions for their units.

Prerequisites: Approving Time and Absence, Submitting Absences

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Unit Time AdministrationOnline

Provides detailed instructions to the unit administrators on how to manage and administer time for their units. Participants will understand the roles and responsibilities of everyone involved in the time reporting process, and be able to enter time, update schedules, and manage time exceptions for their units.

Prerequisites: Approving Time and Absence, Reporting Time

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Welcome to RecruitingOnline

Provides an overview of the recruiting process at the University of Minnesota. Participants will understand the steps in recruiting, who is involved at each step, and how recruiting integrates with position management and appointment records.

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 To request disability accommodations, please contact 612-624-8647 (4-UOHR).