PeopleSync Operations

This page contains tip sheets for PeopleSync Operations and New Users.

PeopleSync Operations Tip Sheets. These are guides for those with benefits, payroll, compensation, and administrator roles. In order to submit the transactions discussed in these tip sheets, you must be assigned to one of the PeopleSync Organization Roles listed below.

Training for New Users. For beginners or those looking for refresher training, this page contains an Introduction to PeopleSync for HR and PeopleSync Fundamentals, reviews of key PeopleSync concepts and navigation basics.

Absence Partner

Place Employee on Leave
Place Full-Time Faculty on Reduced Pay Leave
Return Employee from Leave

Benefit Partner, HR Advisor

Manage Employee Retirement Status
Waive 12 Month Retirement Wait Period

compensation partner

JDX and PeopleSync: Troubleshooting Web Service Errors

HR Analyst, HR Partner, finance executive

How to Approve a Transaction (Approvers)
How to Cancel a Transaction (Initiators)
How to Request Reassignment of a Task 
How to Request Supervisory Organization Changes
How to Request Timesheet Approver/Timeoff Approver Role
Manage PeopleSync Email Notifications
Time and Absence in PeopleSync for HR and Finance
Worker History (or How to Check on Transaction Status)

I-9 Partner

Complete Form I-9 Approvals

Payroll Partner, Payroll Accounting Partner, Finance Partner

Approving Payroll Accounting Adjustments
Budget Office: Approving Proposed Positions
Creating Payroll Commitments
Payroll Accounting Adjustment
Reviewing and Editing Draft Position Budgets

performance partner

Performance Review Process in PeopleSync for HR

Security Partner

Organization Support Roles Descriptions
Assign Organization Support Roles

Reports

Reports in PeopleSync
Reporting: Dashboards in PeopleSync

Introduction to peoplesync for HR

Introduction to PeopleSync for HR

PeopleSync Fundamentals

PeopleSync Fundamentals: Applicant
PeopleSync Fundamentals: Create a New Applicant vs. Existing Applicant
PeopleSync Fundamentals: Compensation Plan vs. Activity Pay
PeopleSync Fundamentals: Compensation Salary or Hourly Plans
PeopleSync Fundamentals: Costing
PeopleSync Fundamentals: Employee Profile Guide
PeopleSync Fundamentals: Employee Type
PeopleSync Fundamentals: End Employment Date and Actual End Date
PeopleSync Fundamentals: Exempt Status, Salary or Hourly Plans, and Pay Group
PeopleSync Fundamentals: How to Search for an Employee Record
PeopleSync Fundamentals: Job Family Group, Job Family and Job Profile 
PeopleSync Fundamentals: Position vs. Job
PeopleSync Fundamentals: Primary and Non-Primary Jobs
PeopleSync Fundamentals: Staffing Model
PeopleSync Fundamentals: Supervisory Organizations
PeopleSync Fundamentals: View Event
PeopleSync Glossary
Object Code Mapping
How to Download Tip Sheets Into PDF Files