HR Direct

Police

General Access

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.

Learning Tools

Business Function	Printed	Video Demonstration	Web Tutorial
Basic Self Service Functionality	Job Aid (pdf)		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 W2	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
Viewing Pay Advice	Job Aid (pdf)

Time Approval

Managers should be approving employee time in HR Direct. The system deadline for managers to approve time is Monday at 11:59 p.m. of the critical payroll week. The Payroll Schedule (pdf) can be viewed on-line.

Learning Tools

Business Function	Printed	Video Demonstration	Web Tutorial
Manager Approving Time	Job Aid (pdf)	Video	UPK
Understanding Multiple Jobs	Job Aid (pdf)

Time Reporting

The system deadline for employees to report time in HR Direct is Sunday at 5 p.m. of the critical payroll week (i.e., Sunday before pay day). The Payroll Schedule (pdf) can be viewed on-line. Managers may impose earlier deadlines as necessary to accommodate holidays, vacations, etc.

Learning Tools

Business Function	Printed	Web Tutorial
Employee Reporting of Time (Salaried)	Job Aid (pdf)	UPK
Employee Reporting of Time (Hourly)	Job Aid (pdf)
Understanding Time Reporting Codes	Job Aid

Special Processing Requirements	Printed
Normal Holiday Reporting (not including Thanksgiving, Christmas, or New Year’s)	Job Aid (pdf)
Floating Holiday	Job Aid (pdf)
Saturday Holiday	Job Aid (pdf)
University Closed / Snow Day -- Essential Personnel	Job Aid (pdf)
Comp Time Earned & Used in Same Week	Job Aid (pdf)

Summit Reporting

Summit is a web-based tool that delivers PeopleSoft data both quickly and easily through customized graphs and tables.  Summit is the Enterprise Reporting tool currently used to support Finance and Human Resources.  It will eventually include student (iSiS) and Advancement data.  The Summit HR Dashboard provides managers with access to personnel data to assist with the administration of their department.

Learning Tools

Business Function	Printed	Video Demonstration	Web Tutorial
Summit Fundamentals Quick Reference Guide	Job Aid (pdf)		UPK
HR Dashboard