HR Direct

Information for Staff

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 FunctionPrintedVideo DemonstrationWeb Tutorial
Basic Self Service FunctionalityJob Aid (pdf)UPK
Enrolling in Direct DepositJob Aid (pdf)VideoUPK
Maintaining Direct DepositJob Aid (pdf)VideoUPK
Updating M-4 InformationJob Aid (pdf)UPK
Updating W-4 InformationJob Aid (pdf)UPK
Viewing and Printing W2Job Aid (pdf)
UPK
Maintaining Personal E-Mail AddressJob Aid (pdf)UPK
Using Personal Information SummaryVideoUPK
Maintaining Home and Mailing AddressJob Aid (pdf)VideoUPK
Maintaining Personal Phone NumbersJob Aid (pdf)UPK
Viewing Pay AdviceJob Aid (pdf)

Time Approval

Managers should be approving employee time in HR Direct if your direct reports are hourly students and temporary employees; mid-management & non-unit professionals; or any clerical & technical staff.

NOTE:  All student time must be approved on-line or it will not be paid.

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 FunctionPrintedVideo DemonstrationWeb Tutorial
Manager Approving TimeJob Aid (pdf)VideoUPK
Understanding Multiple JobsJob Aid (pdf)

Summit Reporting

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

Time Reporting

Student hourly employees, hourly temporary employees; mid-management & non-unit professionals; and clerical & technical employees are now using HR Direct for self-service time reporting.

NOTE: Facilities use an automated time clock system called Kronos. See your manager for more information.

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
Floating Holiday Job Aid (pdf)
Saturday Holiday Job Aid (pdf)
University Closed / Snow Day Job Aid (pdf)
Comp Time Earned & Used in Same Week Job Aid (pdf)

ePAF

ePAF (electronic personnel action forms) is a module within PeopleSoft that allows for paperless employment transactions such as hiring an employee, job or pay changes, and end of employment.

The ePAF is initiated by a department initiator, and then it is electronically routed for appropriate approvals and notifications, and finally entered by HR into the system.

Learning Tools

Business Function Printed Web Tutorial
ePAF Automated Forms Job Aid (pdf) UPK
Job Aid (pdf)
Job Aid (pdf)
Job Aid (pdf)