PeopleSoft HRMS 9.

1 Quick Link Reference

This reference guide will provide you with a summary of the navigation paths for commonly used components, pages, and reports. To find a navigation path, locate the process in the alphabetical list of process names. Processes are sorted into major functional categories.

Personal and Job Data

Process
Action Reason Table

Navigation Path
Main Menu > Set Up HRMS > Product Related > Workforce Administration > Action Reasons Main Menu > Set Up HRMS > Product Related > Workforce Administration > Action Reason Report Main Menu > NAIT Menus > HR Processes > Reports A-M > AUPE Employee on LTD Main Menu > NAIT Menus > HR Processes > Reports A-M > AUPE New Hire List Main Menu > NAIT Menus > HR Processes > Reports A-M > AUPE Summer Student Employees Main Menu > Benefits > Employee/Dependent Information > Update Dependent/ Beneficiary Main Menu > Benefits > Employee/Dependent Information > Review Dep/Ben Summary Main Menu > NAIT Menus > HR Processes > Reports A-M > Casual Appointment Expires Main Menu > NAIT Menus > HR Processes > Reports A-M > Casual EEs Approaching 1000 Hrs Main Menu > NAIT Menus > HR Processes > Reports A-M > Casual Merit Increment Main Menu > NAIT Menus > HR Processes > Reports A-M > Class Comparison Main Menu > NAIT Menus > HR Processes > Reports A-M > Current Staff List w/Salary Main Menu > NAIT Menus > HR Processes > Reports N-Z > Regular/Temp Staff Listing Main Menu > Set Up HRMS > Foundation Tables > Organization > Departments Main Menu > Set Up HRMS > Foundation Tables > Organization > Department Table Report Main Menu > Workforce Development > Profile Management > Profiles>Person Profiles > Education Main Menu > Workforce Development > Profile Management > Profiles >Person Profiles > Qualifications (include: Licenses & Certifications, Memberships, Languages) Main Menu > Workforce Administration > Personal Information>Personal Relationships > Emergency Contact Main Menu > Workforce Administration>Job Information>Job Data Main Menu > Workforce Development > Employee Review History > Review History Main Menu > NAIT Menus > HR Processes > Reports A-M > Employee Verification Main Menu > NAIT Menus > HR Processes > Reports A-M > Hire/Rehire Verification Main Menu > Workforce Administration > Personal Information > Biographical > General Comments Main Menu > NAIT Menus > HR Processes > Reports A-M > Hire/Rehire Verification Main Menu > NAIT Menus > HR Processes > Reports A-M > Hire/Rehire List Main Menu > Set Up HRMS > Foundation Tables > Job Attributes > Job Code Table Main Menu > Set Up HRMS > Foundation Tables > Job Attributes > Job Code Table Report Main Menu > Workforce Administration > Job Information > Job Data Main Menu > NAIT Menus > HR Processes > Reports A-M > Employee Job History Main Menu > NAIT Menus > HR Processes > Reports A-M > Employee Kardex History (pre 1998) Main Menu > Workforce Administration > Job Information > Review Job Information > Workforce Job Summary Main Menu > NAIT Menus > Leave Attendance > Reports> Employees on Leave of Absence Main Menu > NAIT Menus > HR Processes > Reports A-M > Estimated Employee Retirements

AUPE Reports

Beneficiary/Dependents

Casual Appointments

Classification / Job Evaluation Department Table Setup

Education/Qualifications

Emergency Contact Employee Data Employee Review Employee Verifications General Comments Hire/Rehires Job Code Table

Job Data Job History

Job Summary Manpower Planning

PeopleSoft HRMS Version 9.1 Quick Link Reference (HRC)

Merit Increases / Pay Review

Multiple Jobs Summary

NASA Reports

National ID Search

Personal Data (Name, Address, Identity) Probation Progress

Main Menu > NAIT Menus > HR Processes > Reports A-M > Future Status/Data Changes Main Menu > NAIT Menus > HR Processes > Reports A-M > Future Revert Actions Main Menu > NAIT Menus > HR Processes > Reports A-M > Future Data/Status Changes Main Menu > NAIT Menus > HR Processes > Reports N-Z > Salary Appointment Expires Main Menu > NAIT Menus > Leave Attendance > Reports> Vacation/Casual Ill. Threshold Main Menu > NAIT Menus > Leave Attendance > Reports> Vacation Management Main Menu > NAIT Menus > HR Processes > Reports A-M > Workforce Administration > Job Information > Job Data Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Casual Merit Increment Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Next Increment Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Overrange Employees Main Menu > NAIT Menus > HR Processes > Reports A-M > Workforce Administration > Main Menu > NAIT Menus > HR Processes > Reports A-M > Job Information > Review Job Information > Multiple Jobs Summary Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > Payroll Processes > Reports N-Z > NASA Membership List and Dues Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > NASA Educational Allowances Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > NASA 2 Years Service Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > NASA Salary/Session Headcounts Main Menu > NAIT Menus > HR Processes > Reports A-M > Workforce Administration > Main Menu > NAIT Menus > HR Processes > Reports A-M > Personal Information > Biographical > Search by National ID Main Menu > NAIT Menus > HR Processes > Reports A-M > Workforce Administration > Personal Information > Modify a Person Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Employee Progress Reports Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Probation Progress Evaluations Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Estimated Employee Retirements Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Retirement Letter Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Future Revert Actions Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Part-time Salaried Employees Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Salary Appointment Expires Main Menu> NAIT Menus > HR Processes > Reports A-M > Compensation > Base Compensation > Maintain Plans > Define Salary Plan Main Menu > NAIT Menus > HR Processes > Reports A-M > Set Up HRMS > Product Related > Compensation > Base Compensation > Salary Plan Main Menu > NAIT Menus > HR Processes > Reports A-M > Compensation > Base Compensation > Maintain Plans > Define Salary Grades Main Menu > NAIT Menus > HR Processes > Reports A-M > Set Up HRMS > Product Related > Compensation > Base Compensation > Salary Grades Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports N-Z > Salary Grade/Step Schedule Main Menu > NAIT Menus > HR Processes > Reports A-M > NAIT Menus > HR Processes > Reports A-M > Current Staff List w/Salary Main Menu > NAIT Menus > HR Processes > Reports A-M > Part-time Salaried

Retirement / Retirement Planning

Salary Appointments

Salary Plans / Grades / Steps

Staff Lists

PeopleSoft HRMS Version 9.1 Quick Link Reference (HRC)

Supervisor Changes

Employees Main Menu > NAIT Menus > HR Processes > Reports N-Z > Reg/Temp Staff Listing Main Menu > Workforce Administration > Job Information > Job Data Main Menu > NAIT Menus > HR Processes > Reports N-Z > Supervisor/Subordinate Rel

Benefits
Process
Accidental Death & Dismemberment Beneficiary/Dependents

Navigation Path
Main Menu > Benefits > Enroll in Benefits > Life and AD/D Benefits Main Menu > Benefits > Employee/Dependent Information > Update Dependent/ Beneficiary Main Menu > Benefits > Employee/Dependent Information > Review Dep/Ben Summary Main Menu > Workforce Administration > Job Information > Job Data ((Benefit Program Page) Main Menu > Benefits > Enroll in Benefits > Assign to Benefit Program Main Menu > Benefits > Enroll in Benefits > Health Benefits Main Menu > Benefits > Enroll in Benefits > Leave Plans Main Menu > Benefits > Enroll in Benefits > Life and AD/D Benefits Main Menu > >Benefits > Enroll in Benefits > Disability Benefits Main Menu > NAIT Menus > HR Processes > Reports A-M > AUPE Employee on LTD Main Menu > Benefits > Enroll in Benefits > CAN-Pension Plans Main Menu > NAIT Menus > Payroll Processes > Reports N-Z > Reg F/T EEs without Pension

Benefit Program Assignment Health Benefits Leave Plans (see Leave Attendance) Life Insurance Long-Term Disability Pension

Grievances
Process
Grievances Grievances Reports Grievance Step Table Grievance Type Table

Navigation Path
Main Menu > Workforce Administration > Labor Administration > Record Grievances Main Menu > NAIT Menus > Labour Relations > Reports > Grievance with All Steps Main Menu > Set Up HRMS > Product Related > Workforce Administration > Labor Administration > Grievance Step Table Main Menu > Set Up HRMS > Product Related > Workforce Administration > Labor Administration > Grievance Type Table

Leave Attendance
Process
Absence Calendar Absence Classes/Types/Codes

Navigation Path
Main Menu > Workforce Administration > Absence and Vacation > Track Absence History > Review Absence Calendar Main Menu > Workforce Administration > Absence and Vacation > Define Absence/Work Schedules > Absence Types Main Menu > Workforce Administration > Absence and Vacation > Define Absence/Work Schedules > Absence Classes Main Menu > Workforce Administration > Absence and Vacation > Track Absence History > Create/Update Absence Main Menu > NAIT Menus > Leave Attendance > Reports > Employee Absence History Main Menu > NAIT Menus > Leave Attendance > Absence History by Employee Main Menu > Workforce Administration > Absence and Vacation > Track Absence History > Summary By Employee Main Menu > Workforce Administration > Absence and Vacation > Track Absence History > Summary By Department Main Menu > Workforce Administration > Absence and Vacation > Track Absence

Absence History

Absence Summary

Disability Management

PeopleSoft HRMS Version 9.1 Quick Link Reference (HRC)

Leave Accruals

Leaves of Absence Summer Absence Forms Vacation

History > Create/Update Absence (Disability Tracking Page) Main Menu > NAIT Menus > Leave Attendance > Disability Mgmt Tracking Main Menu > NAIT Menus > Leave Attendance > Modified Work/Restrictions Main Menu > NAIT Menus > Leave Attendance > Reports > Disability Mgmt Report Main Menu > Benefits > Manage Leave Accruals > Review Accrual Balances Main Menu > NAIT Menus > Leave Attendance > Reports > Leave Accrual Main Menu > NAIT Menus > Leave Attendance > Reports > Negative Accrual Balances Main Menu > NAIT Menus > Leave Attendance > Leave Accrual Summary Main Menu > NAIT Menus. Lead Attendance > Leave Balance Comparison Main Menu > NAIT Menus > Leave Attendance > Reports > Employees on Leave of Absence Main Menu > NAIT Menus>Self-Service>Vacation Forms (can also be accessed from Portal) Main Menu > NAIT Menus > Leave Attendance > Vacation Carry-Over Approval Main Menu > NAIT Menus > Leave Attendance > Reports > Vacation Management (Liability) Main Menu > NAIT Menus > Leave Attendance > Reports > Vacation/Casual Ill. Threshold

Statistics Canada
Process
Academic Credentials Data Academic Qualification Control Table Annual Stats Canada Academic Survey Department to Subject Assignment Major Activity Control Table Subject Control Table

Navigation Path
Main Menu > NAIT Menus > Stats Canada > Academic Credentials Data Main Menu > NAIT Menus > Stats Canada > Academic Qualifications Table Main Menu > NAIT Menus > Stats Canada > Reports > Stats Canada Academic Survey Main Menu > Set Up HRMS > Foundation Tables > Organization > Departments Main Menu > NAIT Menus > Stats Canada > Major Activity Table Main Menu > NAIT Menus > Stats Canada > Subject Table

Training
Process
Course Attendance Rosters / Summary

Navigation Path
Main Menu > Enterprise Learning > Result Tracking > Review Session Summary Main Menu > NAIT Menus > Training Administration > Reports>ALD Summary Main Menu > NAIT Menus > Training Administration > Reports > Course Attendance Roster Main Menu > NAIT Menus > Training Administration > Reports > Course Attendance Totals Main Menu > Enterprise Learning > Result Tracking > Review Training Summary Main Menu > NAIT Menus > Training Administration > Reports > Employee Training History Main Menu > NAIT Menus > Training Administration > Reports > Department Training Summary

Training History / Summary Reports

CED Administration
Process
Active Contracts

Navigation Path
N Main Menu > AIT Menus>Contract Management>Contract Administration>Vendor Contracts

PeopleSoft HRMS Version 9.1 Quick Link Reference (HRC)

Contract Search Employee Contract Summary Employee Contracts Vendor Contracts

Main Menu > NAIT Menus > Contract Management > Contract Search Main Menu > NAIT Menus > Contract Management> Reports > Employee Contract Summary Main Menu > NAIT Menus > Contract Management>Contract Administration > Employee Contracts Main Menu > NAIT Menus > Contract Management>Contract Administration > Vendor Contracts

Payroll
Process
Additional Pay Balances (Reviewing)

Navigation Path
Main Menu > Payroll for North America > Employee Pay Data CAN > Create Additional Pay Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews > Cheque Year-to-Date Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews > Earnings Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews> Deductions Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews > Special Accumulators Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews > Taxes Main Menu > Payroll for North America > Periodic Payroll Events CAN > Balance Reviews > ROE Main Menu > Payroll for North America > Employee Pay Data CAN > Request Direct Deposit Main Menu > NAIT Menus > Payroll Processes > Reports A-M > Extra Earnings Rpt Main Menu > Payroll for North America > Employee Pay Data CAN > Deductions > Create General Deductions Main Menu > Payroll for North America > Employee Pay Data CAN > Deductions > Override General Deductions Main Menu > Payroll for North America > Payroll Processing CAN > Produce Payroll > Review Paycheque Main Menu > Payroll for North America > Payroll Processing CAN > Produce Payroll > Review Paycheque Summary Main Menu > NAIT Menus > Payroll Processes > Reports A-M > Employee YTD Payroll Summary Main Menu > Payroll for North America > Payroll Processing CAN > Produce Cheques > Employee Cheque Information Main Menu > Set Up HRMS > Product Related > Payroll for North America > Payroll Processing Controls> Pay Group Table Main Menu > Payroll for North America > Employee Pay Data CAN > Tax Information > Update Employee Tax Data Main Menu > Payroll for North America > Employee Pay Data CAN > Tax Information > Update Tax Distribution

Direct Deposit Extra Earnings General Deductions

Paycheque Inquiry

Pay Cheque Summary

Pay Groups Tax Data

General Ledger (GL), Budget Encumbrances, Budget Planning

Process
Acct Code Distributions GL Payroll Detail

Navigation Path
Main Menu > Workforce Administration > Job Information > Job Data Main Menu > NAIT Menus > Payroll Processes > Reports A-M > GL Payroll Detail

PeopleSoft HRMS Version 9.1 Quick Link Reference (HRC)