Upcoming Webinar
Employee Services holds recurring webinars focused on topics related to HCM and payroll. Each webinar ends with a live question-and-answer session, as time allows.
See the full schedule of 2020 monthly webinars and structured labs.
Department Budget Table & Fiscal Year Rollover
Description: This webinar looks at how the department budget table (DBT) manages and stores funding entry data for positions, department and fiscal years. We’ll review the earnings, taxes and deductions tabs and campus-specific differences. We’ll discuss the fiscal-year rollover process and deadlines, and consider funding entry before, during and after the rollover period.
Date: Tuesday, March 17
Time: 3-4 pm
Payroll Expense Transfers
Description: Payroll Expense Transfers (PETs) are used to realign funidng with effort after payroll has processed. This session is for newer and infrequent users who want to learn the basics of a PETs. Let’s walk through the basic features of the PET panels by searching for paychecks, practicing both manual and funding template for copy update features, and reviewing the PET summary page
Date: Tuesday, April 21
Time: 3-4 pm
Recorded Webinars
Funding Entry and Suspense
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Description: Funding distributions align employee effort with funding before payroll processes. Learn how to calculate funding distributions for positions by converting salary amounts to percentages factoring in job-data compensation, frequency, and standard hours. We’ll also review why payroll goes to suspense.
Date recorded: February 18, 2020
Duration: 1 hour
2020 W-4 & the IRS Tax Estimator
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Description: The IRS has issued a newly designed W-4 for 2020 that increases the transparency and accuracy of the withholding system without allowances. Learn how to navigate the new layout.
Date recorded: January 21, 2020
Duration: 1 hour
Webinar Resources
Payroll End of Year Tasks
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Description: Before you count down to next year, be sure to go through your year-end checklist. Review calendar year-end deadlines. Ensure all pay is correct, and know how to correct it if it’s wrong. This webinar also presents self-service portal items available to departments and employees, so you can put this year behind you and prepare for the Spring term.
Date recorded: November 7, 2019
Duration: 40 minutes
Webinar Resources
PeopleSoft HCM Reporting
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Description: Introduction to PS Query and Basic Excel Features: Want to learn how to build queries in HCM or refine your basic skills? In this webinar, experts will help you refine your skills and allow you to learn functions for data manipulation and analysis in Microsoft Excel.
Date recorded: November 7, 2019
Duration: 40 minutes
Webinar Resources
PDF: Coming Soon
Special Pay and Correcting Pay
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Description: Take a deeper dive into pay, looking at additional pay (paying individuals beyond their regular compensation). This session also covers what else to consider, such as taxes and deductions related to pay. Before the end of the year, you may need to fix year-end pay, including stopping pay in-process to avoid errors, issuing late pay, recouping money that was overpaid, creating hand-drawn payroll warrants and issuing additional pay.
Date recorded: October 22, 2019
Duration: 1 hour
Webinar Resources
Calculating a Pay Check
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Description: Outside of contract pay, take a good look at what effects pay, including work schedule, status, pay rates, and leave. This webinar also looks at recording and uploading time through CU Time and My Leave.
Date recorded: September 10, 2019
Duration: 1 hour
Webinar Resources
Hiring Best Practices
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Description: To hire, or to rehire? That may be a question you need answered. Or how about to create a position, or prepare an existing one? This webinar looks at hiring decisions and practices related to HCM data entry. This session also looks at the difference between funding a vacant or a filled position with an incumbent. You will also learn about common errors and how to avoid them.
Date recorded: August 13, 2019
Duration: 1 hour
Webinar Resources
Faculty Contracts
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Description: Get a handle on setting up faculty contracts. In this session, we’ll review contract set-up fields and the effect of contract-related begin and end dates. You will get to look at pay rate changes and the renewal process as well as how contract pay (CRG) and earnings not paid (ENP) are calculated. Also, see how contract details information effects budgeting and funding setup. And finally, see how the accrual process posts to the general ledger (GL).
Date recorded: July 16, 2019
Duration: 1 hour
Webinar Resources
PDF: Faculty Contracts
Payroll Reporting In HCM and the General Ledger
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Description: This webinar covers resources in HCM for managing and reviewing position funding and job data that impact a paycheck, including using mFIN reports to review payroll and encumbrances as they post to the general ledger.
Date recorded: June 18, 2019
Duration: 1 hour
Webinar Resources
Department Budget Table and Fiscal Rollover
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Description: This webinar looks at how the department budget table (DBT) manages and stores funding entry data, including earnings, suspense, taxes and deductions. See how the DBT is related to position, department and fiscal year. Look at the fiscal-year rollover process and deadlines, and consider funding entry before, during and after the rollover period.
Date recorded: May 7, 2019
Duration: 55 minutes
Webinar Resources
Audits and Time Leave Processing
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Description: This webinar will review what controls pay and how job data and leave systems work together for the employee to be paid correctly. We will also review what is required for the department user to upload timesheets from My Leave to CU Time for payroll processing. We will discuss the audit reports used before and after payroll is processed. Participants will learn how to use additional reports to audit individual time sheets for specific periods of time.
Date recorded: April 23, 2019
Duration: 40 minutes
Webinar Resources
Employee Time and Leave Recording- My Leave
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Description: This webinar will review tracking time and leave using the My Leave timekeeping system. Participants will review how to set up preferences, record exception time usage, submit timesheets and read balances on the My Leave timesheets. Attendees will also learn how to set up their departments in My Leave. Finally, information on time entry reports will be reviewed.
Date recorded: March 12, 2019
Duration: 45 minutes
Webinar Resources
HCM Data Road Map
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Description: Attendees will learn how data is successfully entered into HCM, ensuring smooth payroll processing and accurate employee pay. Whether you are a new, infrequent user, or a seasoned HCM liaison, there is something for everyone reviewing the important data points that contribute to successful employee payroll.
Date recorded: February 26, 2019
Duration: 50 minutes
Webinar Resources
PDF: HCM Data Road Map
Learn about HCM with courses
Take our online HCM Skillsoft courses when it's convenient for you. Courses that are successfully completed are recorded as complete in HCM.
Featured Course: HCM Hiring Employees
Duration: 30 minutes
Description: This course is for HCM users who hire employees, rehire former employees and assign additional jobs to active employees. During this course, practice creating a hire transaction and checking its status with simulations.
Resources
Step-by-Step: Hiring an Employee
HCM Fundamentals
Duration: 20 minutes
Description: This course is for new HCM users and covers the basic concepts of PeopleSoft Human Capital Management (HCM). Learn what HCM is, how it integrates with other systems, navigation and other important information you'll need to know when beginning to use the system.
Resources
Step-by-Step: Getting Started with HCM
Step-by-Step: Running Queries
HCM Paying People
Duration: 45 minutes
Description: This course is for HR and HCM Department users who enter transactions that affect jobs and pay. Learn the concepts of pay data used in HCM, including pay groups and pay cycles, contracts, payment types, payroll expense transfers and personnel effort reports.
Resources
Step-by-Step: Working with Contracts
Step-by-Step: Making a Pay Rate Change
HCM Updating Data
Duration: One hour
Description: This course is for anyone who uses HCM to update job data: Entering transfers, promotions or terminations. Learn about tasks associated with managing employee data in HCM, including personal data, persons of interest (POIs) and different personnel actions associated with the life cycle of an employee.
Resources
Web Resource: Recruit and Hire
Recruiting with CU Careers
Duration: One hour
Description: This course is required for all new HCM and CU Careers users before they gain access to the systems. Learn about concepts, tools and features of the online applicant tracking system CU Careers, which is used by the University of Colorado to recruit employees.
Resources
Web Resource: Recruit and Hire
My Leave for Supervisors
Duration: 30 minutes
Description: This course is for supervisors with employees using the online time entry system My Leave. Learn how to review submitted time before approving it. After completing this course, supervisors will understand how to read and approve submitted time, timesheets, and leave requests correctly.
Resources
Step-by-Step: My Leave Basics: Setting Preferences and Entering Time
Step-by-Step: My Leave for Supervisors
Step-by-Step: My Leave for HCM Community Members
Job Aid: Common Earnings Codes and their Pay Groups
Job Aid: My Leave Basics: Selecting Earnings Codes
Practice your HCM skills
These online simulations allow you to practice your skills. Some contain optional assessments to measure how well you remembered tasks you practiced, but your score is not recorded.
Termination Template-Based Transaction
Description: This module introduces the Termination template-based transaction (TBT) in HCM that replaces ePAR Separation. View a demonstration of the TBT and then try it out for yourself. This training should take about 20 minutes and does not include a quiz. Headphones recommended.
Duration: 20 minutes
Resources
Step-by-Step: Terminating an Employee
Direct Hire
Description: Learn how to add a person and hire them using the Transaction Launch Page. NOTE: This training has audio, you will need headphones. Start buttons appear after audio instructions are complete.
Duration: 30 minutes
Resources
Streamline Guide: Hiring a New Employee (Direct Hire)
Step-by-Step: Hiring an Employee
Additional Job on Contract
Description: Learn how to use the Transaction Launch Page to add an additional job to a current employee who is on a contract. NOTE: This training has audio, you will need headphones. Start buttons appear after audio instructions are complete.
Duration: 30 minutes
Resources
Step-by-Step: Working with Contracts
Step-by-Step: Hiring an Employee
ATS Hire
Description: Learn how to hire an ATS candidate with the Transaction Launch Page. NOTE: This training has audio, you will need headphones. Start buttons appear after audio instructions are complete.
Duration: 30 minutes
Resources
Streamline Guide: Hiring an Applicant New Hire
Step-by-Step: Hiring an Employee
Rehire
Description: Walk through the process of rehiring an employee with the Transaction Launch Page. NOTE: This training has audio, you will need headphones. Start buttons appear after audio instructions are complete.
Duration: 30 minutes
Resources
Streamline Guide: Rehiring an Employee
Step-by-Step: Hiring an Employee
POI Hire
Description: See how to hire a person of interest (POI) using the Transaction Launch Page. NOTE: This training has audio, you will need headphones. Start buttons appear after audio instructions are complete.
Duration: 30 minutes
Resources
Streamline Guide: Hiring a Person of Interest (POI)
Step-by-Step: Hiring an Employee
Payroll Expense Transfer (PET) Lab
PDF: Introduction to Payroll Expense Transfer (PET) Lab
Description: HCM PET Paycheck Search and Distributions: In this training exercise, you will create a payroll expense transfer, or PET. You will search for checks, update earnings, and confirm taxes and deductions.
Duration: 30 minutes
Description: HCM PET Multiline with Grant: In this training exercise, you will create a payroll expense transfer, or PET, for multiple checks with multiple paylines (earnings, deductions and taxes).
Duration: 30 minutes
Resources
Quick Reference Guide: PET Data Page Map
Captivate Training Guide: Search for Paychecks and Update Distributions
Resources
Quick Reference Guide: PET Data Page Map
Captivate Training Guide: Creating a PET with Multiple Lines and Grant Funding
Practice Transactions in the Training Environment
The links below provide you access to the HCM TRN environment. Here, you can practice the training scenarios discussed in the structured labs. This data is scrambled and is not connected to the HCM production environment.
Find your campus below, then sign in using your CU login credentials.
New to HCM? Access resources to help you.
Step-by-Step: Getting Started with HCM
Glossary: Human Capital Management Terms
Job Aid: Disabling Pop-Up Blockers and Clearing Cache