Human Resource Services
Instruction Guides: Alphabetical Index
A | B | C | D | E | F | G | H | I | J | K | L
M | N | O | P | Q | R | S | T | U | V | W
A
Account Codes for Assets
Accrual Balances, Review
Acknowledging a FAR
Add a Position
Adding Activities
Adding an Individual to the UF Directory
Adding and Deleting Proxies
Adding ChartFields to Multiple Transactions (Using the Distribution Template)
Additional Pay, Preparing for Cell Phones and Other Wireless Devices
Adjusting Committed Effort
Approve, Deny, or Recycle an eForm
Approve Transactions, How to (Travel and Expense)
Approver Workflow Processes (Grants)
Approving a FAR
Approving PCard Transactions, and/or Verifying
Approving a Job Requisition in GatorJobs 2012
Approving Requisitions in myUF Market
Approving Requisitions with Multiple Dept IDs
Approving Time & Leave
Asset Decal Requests
Asset Listing by Building
Asset Listing by Department
Assets, Account Codes for
Assets, Receiving
Assets on Expiring Grants
Assign a Temporary Approver
Assigning My Cart to a Requestor
Attaching Images to PCard Vouchers
Audit Elapsed Time
Audit Punch Time
Available Balance by Fund tab, Create an
Award Information, Looking Up
Award Summary Page
B
Balances, Where Are My Available? - Search Tips
Blanket Purchase Order, Voucher a
Budget Check, Completing a
Budget Exceptions, Checking for
Budget Information, Entering
Budget Inquiry: Completing a KK—CASH_BASED
Budget Inquiry: Completing a KK—GRANTS
Budget Inquiry: Completing a KK—APPROP
Budget Transfer, KK
Budget Transfer, Completing an Upload
Budgets Overview, KK
Budgets Overview Inquiry, Running a
C
Cash Advance, Create a
Cash Advance, Modify a
Cash Advance, Print a
Cash Advance, View a
Cash/Check Deposit, Making a
Cash Expense Refund, Processing a
Cashing Out Leave
Certifying Security Roles
Certifying the Effort of Students and Staff
Certifying Your Effort
Change Department ID
Change FTE: For Faculty, TEAMS, USPS
Change FTE: For all categories of OPS
Changing a Deposit Amount
Changing a Deposit Date
Changing a JE
Changing Jobs, Demoting, & Promoting Within a Department
Charge for an Individual, Enter/Modify a
Charge for an Individual, Reverse a
Charges for a Group, Enter/Modify
Charges for a Group, Reverse
ChartFields, Adding to Multiple Transactions (Using the Distribution Template)
ChartFields, Customizing
ChartFields - Finding Department Codes
ChartFields – Finding Program Codes
ChartFields – Finding Account Codes
Chartfields: Using myUFL Account Codes, KK
ChartFields for a KK Budget Inquiry
Charts, Displaying
Checking for Budget Exceptions
Checking Recycled Vouchers
Checking Vouchers for Errors and Match Exceptions
Codes, Time Reporting
Commodity Codes, Searching for
Complete a Simple New Hire Distribution
Completing a Budget Check
Completing a Journal Edit
Completing an Online Journal Entry
Completing a Requisition in myUF Market
Completing Software and Book Inventory
Conflicting Roles, Handling
Consolidating Carts in myUF Market
Correcting Voucher Budget Errors
Course Fee (M&S and EU), Delete a
Create a Travel Authorization for a one day trip
Create an Available Balance by Fund tab
Create a Cash Advance
Create an Expense Report
Create a Folder (Enterprise Reporting)
Create a View, Set the Prompts and Schedule a report
Create a Shortcut (URL)
Creating a Grant Proposal – One PI/Project
Creating a Job Requisition in GatorJobs 2012
Creating a Payroll Distribution
Creating & Using SpeedCharts
Creating, editing and retrieving a Travel Template
Creating, editing and retrieving a Travel Template
Creating Supervisor Groups in Time & Labor
Credit Card Deposit, Making a
Customizing ChartFields
Customizing ChartFields (Paying Vendors)
D
Data Warehouse Query Sheet
De-provisioning a Silver Profile
December Leave Cash Out, Reporting
Default Locations, Finding
Delegate Entry Authority (Travel and Expense)
Delete a Course Fee (M&S and EU)
Delete an Expense Report
Delete Charges for a Section (Section Exceptions)
Deleting Customizations Completely in PCard Approval Screens
Deleting a JE attachment
Deleting a JE that has not posted to the General Ledger
Deleting Security Roles
Demoting, Promoting, & Changing Jobs Within a Department
Department ID, Change
Department Next Exam Report, Health Assessments
Deposit Amount, Changing a
Deposit Date, Changing a
Deposit Transmittal Form, Preparing a
Depositing Multiple Checks
Description Field, Viewing Your – How to Customize the Reconcile Statements Page (PCard)
Displaying Charts
Downloading Template, Spreadsheet Journal Import
DSA Reports in Enterprise Reporting, Running
E
eForm, Approve, Deny, or Recycle an
Editing the Approval Path
Effort Reporting Activity Categories
Effort Reporting Glossary
Elapsed Time, Audit
Electronic Funds Transfer (EFT) Deposit, Making an
Emergency Advance Decals
Employee without a Social Security Number
Encumbered Vouchers - Using the Copy PO Option
Encumbered Vouchers - Using the PO Receipt Option
Encumbered Vouchers - Using the Purchase Order Only Option
Enter a Payroll Distribution for an Additional Pay
Enter Equipment Usage Fees
Enter M&S Fees
Enter/Modify a Charge for an Individual
Enter/Modify Charges for a Group
Entering & Adjusting Time: Exempt USPS
Entering & Adjusting Time: Non-Exempt TEAMS & USPS
Entering & Adjusting Time & Leave: Exempt TEAMS & Faculty
Entering and Submitting Effort
Entering Budget Information
Entering Effort Projections
Entering Managerial Budgets in myUFL
Entering Managerial Budgets Using the Excel Import
Entering New Assets
Entering Time: Non-Exempt OPS
Entry Authority, Delegate (Travel and Expense)
ePAF Document Fax Imaging
Equipment Usage Fees, Enter
Equipment Use Fee, Update an Existing
Exceptions, Checking Vouchers for Errors and Match
Expense History, Review
Expense Report, Create an
Expense Report, Delete an
Expense Report, Print an
Expense Report, View an
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F
Faculty Compliance Procedure, UF
Failing a Silver Profile
Fax Imaging, ePAF Document
Fellows in ePAF
Find a Group ID
Find an Existing Voucher
Finding Account Codes, ChartFields
Finding Department Codes, ChartFields
Finding Program Codes, ChartFields
Finding Project ChartFields – Project Budgets page
Finding Project ChartFields – UF Project Cash Based
Finding Purchases and Requisitions Using Queries
Fiscal Year Leave Issues, Preparing for 2010
Fixing Rejected Requisitions
Folder, Create a (Enterprise Reporting)
Form for Service, Shopping With a
G
GatorStart: Section 2 of I-9 for Departments
Generating FARs
Goods, Receiving in 9.1
Graduate Letters of Appointment, UF
Grant Proposal – Multiple PIs/Projects, Creating a
Grant Proposal – One PI/Project, Creating a
Grant Security & Proposal Workflow Setup
Grants DeptID Security, Requesting
Grants Proposal Workflow Setup
Group ID, Find a
H
Handling Conflicting Roles
Handling Pre-Existing Role Conflicts
Health Assessments: Department Next Exam Report
Hiring at UF
Hiring Foreign Nationals
How to Approve Transactions (Travel and Expense)
HRMS Setup, Requesting an
HRMS Setup, Updating an
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I
Identity Assurance Profiles: Data Attributes, UF Directory Affiliations, &
EduPerson Affiliations
Importing Journal
Inquiry, Voucher
Inviting Search Committees & Interview Teams as Guest Users in GatorJobs
J
Journal Edit, Completing a
Journal Entry, Completing an Online
K
KK Budget Inquiry: CASH_BASED
KK Budget Inquiry, ChartFields for a
KK Budget Inquiry: GRANTS
KK Budget Inquiry: APPROP
KK Budget Transfer
KK Budgets Overview
L
Launch Pad
Leave, Approving Time &
Leave, Cashing Out
Leave of Absence, Placing an Employee on
Looking Up Award Information
M
M&S Fees, Enter
Making a Cash/Check Deposit
Making a Credit Card Deposit
Making an Electronic Funds Transfer (EFT) Deposit
Manager Self Service: Notify Preferences
Managerial Budgets, Entering in myUFL
Managerial Budgets, Entering Using the Excel Import
Managerial Budgets, Understanding the Dimension Viewer
Managing a Conflicting Role Request
Managing a Security Request
Managing Exceptions in Time & Labor
Material & Supply Fee, Update an Existing
Modify a Cash Advance
Modify a Travel Authorization
Monthly Time Calendar
Multiple Assets on One Purchase Order Line, Receiving in 9.1
Multiple Checks, Depositing
My Favorites, Saving and Retrieving Items from
My Requisitions Page, Using the
myUF Market, Approving Requisitions in myUF Market
myUF Market, Approving Requisitions with Multiple Dept IDs
myUF Market, Assigning My Cart to a Requestor
myUF Market, Completing a Requisition in
myUF Market
myUF Market, Finding Purchases and Requisitions Using Queries
myUF Market, Fixing Rejected Requisitions
myUF Market, Processing a Cart from a Shopper
myUF Market, Requesting Security Roles
myUF Market, Returning Requisitions
myUF Market, Saving and Retrieving Items from My Favorites
myUF Market, Searching for Commodity Codes
myUF Market, Setting Up Your User Profile
myUF Market, Shopper’s Guide to
myUF Market, Shopping Using the Non-Catalog Item Form
myUF Market, Shopping Using the Punchout Web Sites
myUF Market, Shopping Using the Supplier Showcase
myUF Market, Shopping With a Form for Service
myUF Market, Splitting a Distribution in a Requisition
myUF Market, Temporary Substitution for Requestors
myUF Market, Using a PCard in myUF Market
myUF Market, Using the Product/Keyword Search
myUF Market, Using the My Requisitions Page
myUF Market, Working with Returned Requisitions
myUFL Account Codes, Using
N
Navigating Identity Access Management
Non-Catalog Item Form, Shopping Using the
Non-Employee Travel and Expense
Non-PeopleSoft Roles, Working with
Note a Contingent Distribution
O
OPS Hourly and Student Assistant, Changing between
Off-Campus Certifications
P
PCard, Using in myUF Market
PCard Transactions, Verifying and/or Approving
Passing a Silver Profile
Pay Increase, Special
Payable Time Summary
Paycheck and Leave Balances, View
Payments, Review (Travel and Expense)
Payroll Distribution, Creating a
Placing an Employee on Leave of Absence
Portal Tab, Create a
Position, Add a
Position, Reclassifying a
Post Doc Associates: New Hires and Current PDAs Transferring to New Benefits Program
Posting Faculty Positions with GatorJobs
Posting OPS and Student Jobs with GatorJobs
Posting TEAMS Positions with GatorJobs
Preparing a Deposit Transmittal Form
Preparing Additional Pay for Cell Phones and Other Wireless Devices
Preparing for Fiscal Year Leave Issues
Preparing Journal
Preparing Summer Job Review File
Preparing Template
Print a Cash Advance
Print a Travel Authorization
Print an Expense Report
Problems Downloading a PDF in Enterprise Reporting
Processing a Cart from a Shopper
Processing a Cash Expense Refund
Processing a Termination or Retirement
Project Budgets Page, Using the
Project ChartFields, Finding – Project Budgets page
Project ChartFields, Finding – UF Project Cash Based
Promoting, Demoting, & Changing Jobs Within a Department
Prompts, Set the (Enterprise Reporting)
Proposal Project Summary Page, Viewing the
Proposal Summary Page, Viewing the
Proxies, Adding and Deleting
Providing Additional Pay
Punch Time, Audit
Punchout Web Sites, Shopping Using the
Purchase Order Inquiry Page in 9.1, Using the
Q
Queries, Finding Purchases and Requisitions Using
R
Receiving Assets
Receiving Goods in 9.1
Receiving Multiple Assets on One Purchase Order Line in 9.1
Reclassifying a Position
Recording Attractive Items
Recycled Vouchers, Checking
Rejected Requisitions, Fixing
Report, Create a View, Set the Prompts and Schedule a
Report, Search for a
Report of Survey for a Lost Asset
Report of Survey for a Stolen Asset
Report of Survey for Abandonment
Report of Survey for Cannibalization
Report of Survey for Casualty Loss
Report of Survey for Donation
Report of Survey for Improperly Disposed
Report of Survey for Recycled
Report of Survey for Return to Funding Agency
Report of Survey for Return to Vendor
Report of Survey for Trade-In
Reporting December Leave Cash Out
Request New Custodian or Contact
Requesting a Proxy Approval Role
Requesting an HRMS Setup
Requesting Effort Reporting Security
Requesting Grants DeptID Security
Requesting myUF Market Security Roles
Requesting Security Roles
Requestor, Assigning My Cart to a
Requestors, Temporary Substitution for
Requisition, Splitting a Distribution in a
Requisitions, Approving in myUF Market
Requisitions with Multiple Dept IDs, Approving
Reserving Surplus Requests
Retirement or Termination, Processing a
Returned Requisitions, Working with
Returning a FAR to Draft Status
Returning Requisitions
Reverse a Charge for an Individual
Reverse Charges for a Group
Reversing a posted JE
Review Accrual Balances
Review a Contingent Distributions Report
Review Expense History
Review Job Data
Review Payments (Travel and Expense)
Reviewing Applicants in GatorJobs 2012
Role Conflicts, Handling Pre-Existing
Role Request, Managing a Conflicting
Room Decal Requests
Run a Payroll Cost Distribution Report
Running a Budgets Overview Inquiry
Running the Cost Share History by Project Report
Running DSA Reports in Enterprise Reporting
Running Security Reports in Enterprise Reporting
S
Saving a Security Role Request
Saving and Retrieving Items from My Favorites
Searching for Commodity Codes
Searching for a JE
Section (Section Exceptions), Delete Charges for a
Security Reports, Running in Enterprise Reporting
Security Request, Managing a
Security Role Request, Saving a
Security Roles, Certifying
Security Roles, Deleting
Security Roles, Requesting
Set the Prompts (Enterprise Reporting)
Setting Up Your User Profile (myUF Market)
Shopper, Processing a Cart from a
Shopper’s Guide to myuf Market
Shopping Using the Non-Catalog Item Form
Shopping Using the Punchout Web Sites
Shopping Using the Supplier Showcase
Shopping With a Form for Service
Short Work Break
Shortcut (URL), Create a
Special Pay Increase
SpeedCharts, Creating and Using
Splitting a Distribution in a Requisition
Sponsored Programs Reports, Using
Spreadsheet Journal Import - Downloading Template
Student Job Appointments (Summer 2009), Managing
Subscription Dues, Unencumbered Vouchers for
Summer Job Review File, Preparing
Supervisor Groups, Creating in Time & Labor
Supervisors, Associating with Dept IDs
Supplier Showcase, Shopping Using the
Surplus Property Pickup Request
T
Template Vouchers, Creating and Using
Temporary Approver, Assign a
Temporary Substitution for Approvers
Temporary Substitution for Requestors
Termination or Retirement, Processing a
Time Calendar, Weekly
Time, Entering: Non-Exempt OPS
Time, Entering & Adjusting: Exempt USPS
Time, Entering & Adjusting: Non-Exempt TEAMS & USPS
Time & Labor, Managing Exceptions in
Time & Leave, Approving
Time & Leave, Entering & Adjusting: Exempt TEAMS & Faculty
Time Reporting Codes
Time Summary, Payable
Timecard Report
Tracking Your Requests
Transferring Property
Travel and Expense, Non-Employee
Travel Authorization, Cancel a
Travel Authorization for a one day trip, Create a
Travel Authorization, Modify a
Travel Authorization, Print a
Travel Authorization, View the status of a
Travel Template, Creating, editing and retrieving a
U
UF Faculty Compliance Procedure
UF Graduate Letters of Appointment
Understanding the Salary Cap
Unencumbered Vouchers for Subscription Dues
Unencumbered Vouchers - Paying for Wireless Device Allowances
Unscanned Inventory by Building
Unscanned Inventory by Department
Update an Existing Equipment Use Fee
Update an Existing Material & Supply Fee
Update Position Description
Update Requests
Updating an HRMS Setup
Updating Missing Serial Numbers
Upload Budget Transfer, Completing an
Using a PCard in myUF Market
Using a Query to Find Vouchers with Budget Errors
Using the Copy PO Option (Encumbered Vouchers)
Using Fax Imaging in Vouchers
Using the Identity Credential Proof Log
Using the LoA Log
Using Online Inquiry
Using Reports in GatorJobs 2012
Using Sponsored Programs Reports
Using the Asset Location History
Using the Asset Lookup Utility
Using the My Requisitions Page
Using the Product/Keyword Search (myUF Market)
Using the Project Budgets Page
Using the Purchase Order Inquiry Page in 9.1
Using the Purchase Order Only Option (Encumbered Vouchers)
Using the Voucher Search
V
Verifying and/or Approving PCard Transactions
View a Cash Advance
View an Expense Report
View Paycheck and Leave Balances
View the status of a Travel Authorization
Viewing My Profile
Viewing the Proposal Project Summary Page
Viewing the Proposal Summary Page
Viewing Your Description Field – How to Customize the Reconcile Statements Page (PCard)
Voucher a Blanket Purchase Order
Voucher Budget Errors, Correcting
Voucher Inquiry
Voucher Search, Using the
Vouchers, Using Fax Imaging in
Vouchers with Budget Errors, Using a Query to Find
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W
Weekly Time Calendar
Where Are My Available Balances? - Search Tips
Wireless Device Allowances, Unencumbered Vouchers - Paying for
Work Break, Short
Workflow Setup, Grants Proposal
Working with Non-PeopleSoft Roles
Working with Returned Requisitions
