Payroll & Benefits Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF format. Please choose the course name:

General Payroll Information

• Payroll Overview Webinar
• University Payroll Reports Guide
• Payroll Schedule Reference Materials

Time Entry

• Web Time Entry
• Time Reporting Webinar
• Department Time Entry for Bi-Weekly Employees (TA 105)
• Time Entry and Security Setup

Performing Adjustments

• Payroll Adjustment Request Interface System - PARIS Resource Page
• Adjustments and Corrections to Payroll Webinar
• Overpayments
• Adjustment Notification Application (ANA)

Other

• Foreign National Payments Resource Page
• Labor Redistribution (PR 130)
• Tuition Waiver Overview
• Supplemental Retirement Plans Overview [posted: 9/17/2018]

Payroll Overview Webinar

A workshop to provide an overview of Payroll Operations, including Payroll responsibilities and Departmental responsibilities in regards to paying employees and processing adjustments.

• Payroll Overview [updated: 11/5/12]
• Payroll Overview Recorded Webinar [1hr 10min 35sec] [posted: 2/17/10]

NOTE: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

University Payroll & Benefits Reports Guide

Job Aid

• University Payroll Reports Guide [updated: 10/12/18]

Payroll Schedule Reference Materials

• Decoding the Payroll Schedule [posted: 1/18/17]
• Decoding the Payroll Schedule (Interactive) [posted: 1/18/17]

Web Time Entry

Tutorials

These tutorials have audio. If you do not have audio capability, please use the Closed Captioning function by clicking the CC button () in the playback controls at the bottom of the video. These tutorials are best viewed in Internet Explorer 8, though other supported web browsers are Firefox, Safari, and Chrome.

For Employees:

• Entering Your Time


• Changing Your Time

For Approvers:

• Approving Timesheets
• Changing Employees' Timesheets

Job Aids

• Return Time Feature in Web Time Entry [updated: 1/11/18]

Time Reporting Webinar

Do you have time entry responsibilities, such as approving employees' time sheets? Are you a Superuser who wants to be more super? If so, then this Webinar is for you! Take this Webinar from University Payroll to learn more about time entry basics, making corrections to time sheets, setting up a proxy, and more.

• Time Reporting [updated: 11/5/12]

Department Time Entry for Bi-Weekly Employees (TA 105)

This course will cover the steps taken by an Originator for Department Time Entry, including extracting, editing and submitting Time Sheets.

Job Aids

• Approving All Timesheets At Once (Using PHADSUM) [updated: 10/19/18]
• Approving Bi-Weekly Timesheets in Banner (using PHATIME) [updated: 10/19/18]
• Comment Entry [updated: 10/19/18]
• Creating a Proxy for a Time Entry Role (NTRPROX) [updated: 10/19/18]
• Editing and Correcting Timesheets [updated: 10/19/18]
• Exempt Employees Exception Time Entry [updated: 10/19/18]
• Extracting Timesheets [updated: 10/19/18]
• FMLA Time Reporting [updated: 10/19/18]
• Non-Exempt Employees Work Schedules [updated: 10/19/18]
• Positive Time Entry for Student, Extra Help, Academic/Graduate Hourly [updated: 10/19/18]
• Restarting an Employee's Timesheet [updated: 10/19/18]

Participant Guide

• Department Time Entry for Bi-Weekly Employees (TA 105) [updated: 11/5/12]

Time Entry Setup and Security

Web-Based Course

• Time Entry and Approval Security

Job Aid

• Overview: Time Entry and Security Setup [updated: 2/10/17]
• Time Entry and Security Setup Process [updated: 2/10/17]
• Working with Routing Queues in Banner [updated: 11/8/18]
• Overriding a Routing Queue (NBAJQUE) [updated: 11/8/18]

Adjustments and Corrections to Payroll Webinar

This Webinar covers adjustment and correction options for Payroll. Topics include processing basics and strategies to minimize the need for adjustments.

• Adjustments and Corrections to Payroll [updated: 11/5/12]
• Adjustments and Corrections to Payroll Recorded Webinar [1hr 27min 51sec] [updated: 3/12/10]

NOTE: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

Overpayments

Job Aids

• Submitting an Overpayment Adjustment Request for a Bi-Weekly Employee [updated: 6/10/15]
• Submitting an Overpayment Adjustment Request for a Monthly Employee [updated: 6/10/15]
• Editing an Overpayment Adjustment Request [updated: 6/10/15]
• Approving an Overpayment Adjustment for Department Approvers [updated: 6/10/15]

Webinar

Live webinar from 6/17/2015 showing changes in ANA for processing payroll overpayments. This webinar identifies how to process overpayment transactions in ANA when a grant has been overpaid, including information about the GC-91 form, Documentation of Payroll Overpayments Charges to Sponsored Projects.

• Overpayments [updated: 6/29/15]

Adjustment Notification Application (ANA)

Job Aids

• Submitting a Leave Balance Adjustment Request Bi-Weekly [posted: 11/3/17]
• Submitting a Leave Balance Adjustment Request Monthly [posted: 11/3/17]
• Submitting a Pay Stop Request [posted: 11/3/17]
• Submitting an Employee Recognition Award [posted: 6/8/18]
• Reviewing an Employee Recognition Award for Department Approvers [posted: 11/3/17]
• Editing an Employee Recognition Award Request [posted: 11/3/17]
• Submitting Employee Recognition Award for Ten or More Employees [posted: 6/8/18]
• Workaround: Submitting Employee Recognition Award to ANA Approver [posted: 6/8/18]

Participant Guide

• Adjustment Notification Application (ANA) Guide [updated: 12/20/10]

Labor Redistribution (PR 130)

This course teaches you how to perform labor redistribution when a pay event for an employee has been charged to an incorrect FOAPAL. This process is also known as an earnings transfer.

Job Aids

• Performing Labor Redistributions [updated: 10/19/18]
• Year-End Labor Redistributions [updated: 12/21/18]

Participant Guide

• Labor Redistributions (PR 130) [updated: 11/5/12]

Tuition Waiver Overview

Job Aid

• Tuition Waiver Overview [updated: 11/5/12]
• Tuition Waiver Overview Recorded Webinar [53min 35sec] [updated: 3/29/12]

NOTE: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Last updated: December 21, 2018