For Campus Solutions, Finance and Human Capital Management professionals, we've put together documentation that goes beyond the SBCTC Quick Reference Guides (QRGs). We'll continue to add to and edit these resources so check back often.

Most of the guides are in Word so you can save as, edit and do what you wish. You have our permission to help yourself. That's it! :)

Jump to section: Campus Solutions (CS), Finance (FIN) or Human Capital Management (HCM)

Human Capital Management (HCM)

Absence Management	Revised Date
Absence Event Approval by Administrator (HR)	03/12/22
Absence Request - Cancel & Resubmit	11/28/23
Absence Request - How to put in a Leave Request	11/26/23
Adding or Changing a Leave Take, inc. Shared Leave Codes	04/18/22
Adjust  Balances - P/H-PRL-HOL-VAC for Part Time Nonpermanent	01/21/24
Adjusting Multi-Segment Leave Accrual	03/12/22
Changing Leave Takes to PFML Codes	07/04/22
Check/Adjust Absence Balance for Termed Employees-long version	02/13/22
Check/Adjust Absence Balance for Termed Employees-short version	03/12/22
Checking Leave Takes or Accruals	03/12/22
Leave Accrual Issues and Info	07/04/22
Processes to Run Before Each Pay Period	03/12/22
Run Off-Cycle Absence Process	07/04/22
Shared Leave - Entering and Processing	03/12/22
Transfer Balances from One Empl Record to Another	04/25/22
Transfer Student or Hourly Leave from One Empl Record to Another	04/25/22
Benefits
DRS Calendars	03/25/22
Enrolling in All Benefits	04/13/22
FSA/HSA/DCAP-Enrolling/Changing/Terming	03/14/22
LTD-Enroll/Change/Decline/Term	03/16/22
LTD-Updating ABBRs for PT Faculty	05/06/22
Maintain Primary Flags	04/25/22
Retirement-Adding PT Hourly	04/01/22
Retirement-Changing Plans	04/01/22
Running the Age 50 SRA Extension Process	03/16/22
Savings Plans-Deferred Comp-457/SBVIP-403B-Enroll/Change/Term	11/26/23
Terminating All Benefits	11/27/23
Job Data
Add a New Employee Instance - Classified PTF	03/31/22
Add a New Employee Instance - Classified	01/14/24
Add a New Employee Instance - Exempt	01/14/24
Add a New Employee Instance - FTF Ext Days	03/19/22
Add a New Employee Instance - FTF	04/22/22
Add a New Employee Instance - MLC	03/19/22
Add a New Employee Instance - PTF	03/31/22
Add a New Employee Instance - Temp Hourly Student	03/31/22
Add a New Employee Instance - Temp Hourly	04/08/22
Add a New Employee Instance - TFTF	03/19/22
Add a New Employee Instance - Trustee-waiting on more guidance
Add a New Employee Instance - Volunteer	03/16/22
Add or Convert a Part Time Nonpermanent	01/14/24
Adding a Row In-Between Another	03/28/22
Balloon Payments-Adding BP Calendar to Employee	03/25/22
Balloon-FT Faculty Salary/Balloon Update for 09A	03/25/22
Change in Percent of Assignment - Classified	03/28/22
Change in Percent of Assignment - Exempt	03/28/22
Changing an Effective Sequence	03/28/22
Combo Code-Changing/Updating	03/28/22
Compensation for Exempt on Cyclic Contracts	04/26/22
Cyclic Leave of Absence - Classified or Exempt	03/28/22
Exempt Contract Date Change for New Fiscal Year	03/28/22
Leave Max Override - Vacation	03/28/22
Pay Increase - Entering or Adjusting	04/26/22
Promotion/Transfer - Classified to Classified	05/06/22
Promotion/Transfer - Classified to Exempt	04/26/22
Promotion/Transfer - Exempt to Exempt	04/26/22
Putting FTF on Paid or Unpaid Sabbatical	03/28/22
Reallocation - Classified	04/07/22
Short Work Break for FTF after 06B Runs	05/24/22
Short Work Break for FTF - Bring Back after 08B Runs	03/29/22
Short Work Break for Cyclic/Hourly/Students/Volunteers	07/04/22
Terminating a Person BEFORE they Start	04/05/22
Terminating an Employee Temporary/Hourly/Student/Volunteer	04/05/22
Terminating an Employee - Classified	04/05/22
Terminating an Employee - Exempt	05/09/22
Terminating an Employee - Faculty	04/22/22
Terminating an Employee Due to Death	07/04/22
Miscellaneous
Adding a Person	04/29/22
Addresses - Which is Used for What	03/19/22
Adobe Acrobat-Changing Setting so PDFs Open in Adobe Acrobat Instead of Browser	03/19/22
COVID-19 Employee Vaccination Attestation & Immunization Update	04/28/22
FWL - Updating Assignment Type Rates	09/26/21
IPEDS Reporting	04/01/22
Job Codes - Creating/Editing/Updating	03/25/22
Approving/Canceling & Adding Additional Name (preferred)	11/19/23
Preferred Name Request	11/19/23
New Employee Login Info	10/17/21
Pay Group Tables & Holiday Schedules	02/16/22
Search/Match including Issues	04/29/22
Sick Leave Buyout Process	03/02/22
Supervisor ID Mass Update	04/11/22
Tab Over Lookup Icons and Other Helpful Tricks...	09/26/21
Manager Self Service
Create Delegation when Supervisor is Absent	03/28/22
Exception Management	03/28/22
Payroll
Cannot View Paychecks as PDF - Let's Change That	03/28/22
Checking/Adding Direct Deposit Info	03/28/22
Create PDF Advice Forms For Employee Self Service	03/28/22
DRS Request for Employer Information (RFEI) Examples and Fixes
Error Generated by T&L: Closing the Rejected by Payroll Box	05/03/22
PSHUP-Creating a Paysheet Holding Update File	07/04/22
Update State Tax Data	03/28/22
W-4 Changing Withholding (Employee)	04/05/22
W-4 Checking/Updating Federal Withholding Tax Data	04/05/22
W-2 View, Download, Print for an Employee	05/27/22
Position Management
Copy/Clone	03/23/22
New Position	04/22/22
Reclassify with New Job Code	05/11/22
Time & Leave Administration
Assign/Change a Work Schedule	03/29/22
Compensatory Plan Enrollment	03/29/22
Compensatory Time Payout	03/28/22
Reporting Time - Timesheet - Hourly	05/27/22
Reporting Time - Timesheet - Overtime-Eligible Classified & Exempt	03/30/22
Running Refresh Dynamic Groups Process	03/16/22
Running Request Batch Approval Process	03/18/22
Running Request Time Administration Process	02/12/22
TA Process to Change Hours Denied or Accrual to be Approved	07/04/22
Time Reporter Date Change in Job Data	04/05/22
Timesheet Changes by HR & the Affects	04/05/22
Timesheets - Change the Number of Days Before They Lock	03/30/22

 

Campus Solutions (CS)

	Revised Date
Nothing at this time

 

Finance (FIN)

	Revised Date
Nothing at this time

 

Please note: the content in each how-to-guide is, to the best of my knowledge, correct. If anyone has a correction or question, please contact Tim Marker, WVC HR Consultant, at 509.682.6444 or tmarker@wvc.edu.