Job Aids & Training

General Access

General Access For All Users 

The University is upgrading its HR Direct PeopleSoft application. The HR Direct application will be moving from version 9.0 to 9.2. By updating the software that runs our HR system, this will position the university to be able to take advantage of new functionality and keep up-to-date with future Oracle Feature Packs and Releases.

Please use this document (pdf) to review General Tips, Favorites, Bookmark and Browser information as well as directions if you need to clear cache. 

All UMass employees have access to log-in to HR Direct to perform self-service functions such as viewing bi-weekly pay advice, viewing & updating contact information, managing direct deposit configurations, updating tax withholding, and updating emergency contact details.

Business Function Text Demonstration Tutorial
Basic Self Service Functionality
Job Aid (pdf)
Video
UPK
Enrolling in Direct Deposit
Job Aid (pdf) Video
UPK
Maintaining Direct Deposit
Job Aid (pdf) Video
UPK
Updating M-4 Information
Job Aid (pdf)
UPK
Updating W-4 Information
Job Aid (pdf)
UPK
Viewing and Printing W-2
Job Aid (pdf)
UPK
Maintaining Personal E-Mail Address
Job Aid (pdf)
UPK
Using Personal Information Summary

Video
UPK
Maintaining Home and Mailing Address
Job Aid (pdf) Video
UPK
Maintaining Personal Phone Numbers
Job Aid (pdf)
UPK
View Pay Advice Job Aid (pdf)