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University of Minnesota

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Important Notes

This form to be used only by HRMS Key Contacts.

This form does not replace the OIT Data Access Request Form. Both forms must be submitted.

No HRMS access is granted until training has been completed.

This Training Authorization Form does NOT reserve training seats or authorize access.

Instructions

Fill out the online form below or download the pdf version.

  1. An authorization form must be signed by the HRMS Key Contact of your college/administrative unit and submitted to Training Services prior to enrollment. View a list of HRMS Key Contacts (pdf)
  2. Training Services will respond to requests for HRMS training once the completed authorization form has been received.

Training Selection Guidelines

  1. Most individuals with HRMS access do Appointment Entry, Distribution Correction, Pay Entry, Leave Entry, HSA Entry, and Encumbering Entry. For this reason, the HRMS Entry course covers all of these roles.
  2. Staff doing only Pay, Leave, or HSA Entry, may take the shorter Pay/Leave/HSA Entry class.
  3. Administrators and other types of staff only needing Inquiry access may take the HRMS Inquiry class.
  4. Staff doing Distribution Correction and Encumbering Entry, but not Appointment Entry, are required to take the full HRMS Entry course because of the critical need to understand Job Data.

Training Guide

Access Needed Inquiry to: Appointment, Encumbering, Leave, and HSA Entry to: Appointment, Distribution Correction, Encumbering, HSA, Pay, and Leave (Limited) Entry to: Pay, Leave, HSA
Course Needed HRMS Inquiry HRMS Entry (Prereq: HRMS Inquiry) Pay/Leave/HSA Entry

Important: The following form is to be completed by HRMS Key Contact only.

Employee
Employee Name:
Employee Phone:
Empl ID#:
Employee E-mail with Internet ID (x.500):

HRMS Training Courses Authorized
HRMS Inquiry (1 day) Appointment Inquiry
Encumbering Inquiry
Leave Inquiry
HSA Inquiry

HRMS Entry (2 day)
(Pre-requisite HRMS Inquiry)
Appointment Entry
Distribution Correction
Encumbering Entry
Pay Entry *
Leave Entry *
HSA Entry *

* Pay/Leave/HSA Entry (1 day)
(Individuals only needing these roles may take this 1 day course.)
Pay Entry
Leave Entry
HSA Entry

For class information and dates see www.umn.edu/ohr/trainingservices.


Authorization

Only HRMS Key Contacts are authorized to approve HRMS training. For a list of HRMS Key Contacts visit www.umn.edu/ohr/hrms.

Key Contact Name:
Key Contact E-mail:
  • A copy of this form is sent to the employee, HR Key Contact, and Enterprise Systems Training.
  • Employee must contact Enterprise Systems Training to enroll for HRMS classes.

Training Services