User Procedures

The User Procedure page contains instructional materials that describe how end users should perform basic tasks in the Human Resource Management System (HRMS).

These User Procedures (A-Z) define the steps performed under normal user scenarios and under system error scenarios.

Note: If you don't find the procedure you are looking for on this page, you may find it on the HRMS Reports page. Both pages provide step-by-step processes to help you perform basic tasks in HRMS.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

User Procedures (Word)	Transaction Code (pdf)	Date
1099R	PU19	11/08/11
A
Additional Payment_Deduction - Create New	PA30	04/02/12
Addresses	PA30	01/13/11
Addresses - Display Only Information	PA20	11/01/05
Appointment Change Action - Transfer	PA40	09/08/09
Appointment Change Action After In-Training Appointment	PA40	04/20/06
Appointment Change Action - Change Employee Sub-group	PA40	07/22/09
Assignment Pay Based on Pay Scale Group - Basic Pay	PA30	08/31/06
Assignment Pay - Range-based	PA30	07/20/09
Assignment Pay to Position Relationship	PO13	04/28/05
B		Top
Bank Details for Warrant or Bank Transfer (ACH)	PA30	01/11/11
Basic Pay - Indirectly or Directly Valued	PA30	03/09/07
Basic Pay - Change Pay Scale to Pay Band (Salary)	PA30	07/27/09
Benefits - Insurance Deduction For a New Employee Not in PAY1	PA30	07/05/05
Benefits - Health Plans for Qualified Domestic Partner -	PA30	07/13/10
Benefits - Post-tax Premiums	PA30	01/26/09
C		Top
CATS - Enter Absences	CAT2	11/30/06
CATS - Enter Assault Leave	CAT2	04/27/06
CATS- Enter Hours for Daily Employee	CAT2	11/21/11
CATS - Enter Dollar Amounts	CAT2	08/31/06
CATS - Enter Labor Distribution	CAT2	12/01/04
CATS - Enter Overtime for a Salaried Employee	CAT2	12/08/04
CATS - Enter Wage Types for Hourly Employee	CAT2	10/10/07
CATS - Enter Wage Types for Salaried Employees	CAT2	03/30/09
CATS - HRMS Time Data Transfer	ZCAT6	12/19/06
Change of Status Action - In-training Probation	PA40	11/09/09
Change of Status - Probation Completed	PA40	07/16/09
Concurrent Employment Action	PA40	05/11/09
D		Top
Date Specifications	PA30	07/23/09
Deceased Employee Action	PA40	8/17/11
E
Email Address - Communication	PA30	09/28/06
Emergency Contact - Family Member/Dependents	PA30	09/28/06
Employment Percent - Maintain Monthly Employee	PA30	02/02/09
EVA - Adjusting Incorrect Balances * New*	PA30	04/19/12
EVA - Identifying Incorrect Balances New	ZHR_RPTTM084	04/19/12
F
Fast Entry of Time Data -	PA71	06/18/10
Free Search - Position Address	PPOSE	02/02/09
Form 941- Test Mode	PU19	03/22/11
Form 941 Production Run/ Entering Generation Date	PU19	03/22/11
Form 941-Overstated Calculation	PU19	04/19/11
Form 941X	PU19	11/16/11
G		Top
Garnishment Adjustment Refund	PA30	12/08/09
Garnishments - Create	PA30	01/17/07
Garnishment Create Child Support or Court Order	PA30	06/23/09
Garnishment - Delimit	PA30	01/12/09
Garnishment - IRS Tax Levy	PA30	12/15/11
Garnishment is Released	PA30	04/28/09
Garnishment - No Vendor in HRMS	PA30	01/07/09
Garnishment Processing for Mid-Period Transfers	PA30	03/26/07
Garnishment - Writ Adjustments	PA30	01/12/09
Garnishment - Writ Processing	PA30	01/05/10
Generating Quota Accrual Manually	PA30	11/12/10
H		Top
Hourly Rate Per Assignment	PA30, CAT2	06/02/10
I
Infotype Message (Maintain Text)	PA30	01/30/09
J		Top
Job Action	PP03	01/20/07
Job Action - Assign EEO Code	PO03	11/06/05
Job Compensation	PO03	12/15/04
Job to Job Group Relationship	PP01	02/01/07
Job to Person Relationship (Estab. In-Training)	PO03	12/9/10
Job to Person Relationship (In-Training Complete) -	PO03	12/9/10
Job to Position Relationship	PO03	01/20/07
Justified Excess Vacation (JEV) - Date Specifications	PA30	08/04/09
L		Top
Leave of Absence Action - Return from Leave	PA40	06/06/11
Leave of Absence Action - Paid or Unpaid	PA40	12/29/10
M
Manual Check Process	S_AHR_61018754, PC00_M10_CALC SIMU, PA30	12/16/04
Medical Aid Rate - Additional Withholdings Info	PA30	08/10/09
Military Service - Create	PA30	07/28/09
Military Service - Maintain	PA30	09/28/09
Monitoring of Tasks - Create and Maintain	PA30	08/07/09
Moving Expense - Additional Payments	PA30	01/08/07
N
Name Change - Personal Data	PA30	11/18/10
New Hire Action - Change Entry Date	PA41	12/02/10
New Hire Action	PA40	04/20/11
New Hire Action - Change Hire Date (Payroll Exited)	PA30	01/12/09
New Hire Action - Previous State Employee	PA40	04/20/11
Next Increase Date - Basic Pay	PA30	04/20/06
O		Top
Objects On Loan - Create	PA30	09/04/09
One Time Deduction	PA30	04/10/12
Overpayment - Find Overpayments NEW	PC00_M10_CALC_SIMU	03/27/12
Overpayment- Offset NEW	PA30	03/27/12
Overpayment- Recover NEW	PA30	03/27/12
Organizational Structure Search NEW	PPOSE	03/21/12
Organizational Unit Create	PP03	05/12/09
Organizational Unit - Delimit	PO10	08/20/08
Organizational Unit - Maintain Object Name	PO10	02/24/10
Organizational Unit - Undelimit	PO10	04/0/6/09
Organizational Unit to Organizational Unit Relationship	PO10	11/17/04
P		Top
Payroll Status_updating	PA30	05/21/10
Person Structure Search NEW	PPOSE	03/21/12
Personal Holiday - Convert to be Donated as Shared Leave	PA30	03/30/09
Planned Working Time	PA30	05/14/12
Position Account Assignment Features	PO13	01/26/07
Position - Background Check	PO13	07/28/09
Position Create	PP03	11/30/09
Position- Create Position to Org Unit manages (Chief) Relationship new	PO13	03/08/12
Position Description	PO13	01/18/07
Position - Delimit	PO13	06/02/11
Position - Display Relationship (1001)	PO13	7/14/11
Position - Dual Language Relationship	PO13	04/29/05
Position - Employee Group and Sub-group	PO13	08/01/06
Position - Maintain Cost Distribution	PO13	09/18/09
Position - Maintain Object Name	PO13	07/28/09
Position - Maintain Position to Person Relationship New	P013	04/30/12
Position - Maintain Position to Position Relationship New	PO13	03/06/12
Position - Market Segment	PO13	07/22/09
Position - Planned Compensation/	PO13	07/22/09
Position - Undelimit	PO13	04/06/09
Position Maintain Vacancy	PO13	07/22/09
Position Reallocation	PO13	07/21/09
Position Structure Search NEW	PPOSE	03/21/12
Position to Job Relationship	PO13	08/01/06
Position to Management Type Assignment Relationship	PO13	08/01/06
Position to Organizational Unit - Maintain	PO13	07/20/09
Position to Position Relationship	PO13	12/30/05
Previous Employers	PA30	04/04/07
Q		Top
Quota Create YTD Sick Leave Earned and Taken Absence Quotas-	PA30	04/22/10
Quota_Generate_Accruals_Manually -	PA30	11/22/10
Quota - Removing Accrued Leave NEW	PA30	05/02/12
Quota- Removing Quota Balance	PA30	09/30/11
Quota - Time Quota Compensation (Buyout)	PA30	01/18/07
R		Top
Recurring Deduction	PA30	01/17/07
Recurring Payment	PA30	01/18/07
Recurring Payment with a Dollar Limit	PA30	05/11/06
Re-Hire Action	PA40	02/29/12
Rehire - Change Entry Date to Future Date	PA30	06/30/08
Retirement - Collecting Member Contributions in Arrears	PA30	02/13/12
Retirement- Deferred Compensation - Overpayment in Tax Year	PA30	02/23/12
Retirement - Employee Enrolled Into Wrong Plan	PA30	07/27/09
Retirement - Open Enrollment	PA30	07/16/09
Retirement Contribution Percentages	PA30	06/08/06
Retirement Correcting WMS Codes Reported Incorrectly to DRS	PC00 M99 CWTR	06/28/05
Retirement Plan Choice Code Chosen Plan or Defaulted to Plan2	PA30	06/22/06
Retirement Plan Choice Code Chosen Plan or Defaulted to Plan3	PA30	06/22/06
Retirement Plan Choice Code during 90-Day Period (New Hire)	PA30	06/22/06
Retirement - Employee Change to Ineligible	PA30	07/27/09
S		Top
Separation Action	PA40	03/01/12
Separation Action - Change Leaving Date	PA30	07/22/09
Separation Action - Correct Leave Buyout Reporting to DRS	PC00_M99_CWTR	/
Shared Leave - Uniform Srvs Pool - Create Eligibility-	PA30	05/13/10
Shared Leave - Uniform Srvs Pool - Donation or Withdrawal	PA30	05/13/10
Shared Leave Create Eligibility	PA30	07/26/10
Shared Leave Cross Agency Donation	PA30	05/17/10
Shared Leave Donation	PA30	09/29/09
Shared Leave Returning Donation	PA30	05/17/10
Shared Leave Returning Donation Cross Agency New	PA30	05/17/12
Shared Leave Returning Personal Holiday	PA30	10/03/11
Shared Leave - Sick Leave Pool - Create Eligibility-	PA30	05/13/10
Shared Leave - Sick Leave Pool - Donation or Withdrawal -	PA30	05/13/10
Social Security Number - Personal Data	PA30	11/18/05
Supersede New Hire or Rehire Action Employee Not Paid	PA40	04/20/06
T
Tax Exemptions - Create	PA30	02/17/12
Tax Reporter Defaults	PU19	03/21/11
Tax Reporter Log Manager Printing	PU19	10/25/11
Time Evaluation	ZT60	07/06/09
Time Leveling	CATC	08/5/10
Time Transfer	ZCATA	09/29/09
W		Top
W-2_Log Manager	PU19	01/06/11
W-2 Reissue	PU19	01/06/11
W-2 (YTD Adjustments to show withholdings on the W-2)	PU19	11/21/11
Warrant Cancellation or ACH Reversal updated	PUOC_10	05/12/12
Withholding Info W4/W5 - Employee Tax Exemption	PA30	06/22/06
Withholding Info W4/W5 - W-4 Election	PA30	01/11/10
Work Schedule Substitution	PA61	01/03/07
Worker's Compensation Time Loss Payments	PA30	07/23/10

Updated: 05/17/12