Human Resource System (HRS) Training

Networking and learning together

 

School Financial Services-DPIS offers a number of HRS Training sessions in the integrated personnel, payroll, and retirement systems for new and existing district users.

This website hosts useful documentation including the HRS training manuals, worksheets, and slides that are used in the training classes. In addition, online videos are available with closed captioning.

To request to enroll for any of the HRS Training classes offered, click on the HRS Training Online Registration link below. Requests submitted before 2:00 p.m. on the day prior to the class date will be processed. No walk-ins or phone registrations are permitted so please register online.
Forms
• HRS Training Online Registration• HRS Training Online Registration
Use this form to request to enroll for HR System training. The deadline to submit requests is on the day prior to the class date before 2:00 p.m. Only online registrations are allowed. For a list of classes or more information, refer to the training guide or the More Training Info section....Read more
• 2018-2019 HRS District Training Guide• 2018-2019 HRS District Training Guide
This guide provides information regarding the HRS Training classes offered throughout the current fiscal year. It also has step-by-step instructions on how to register for these classes....Read more
• HRS Training Evaluation• HRS Training Evaluation
Give us your feedback on how to improve the HRS Training classes....Read more
Instructional Materials and Workbooks

This section has general information related to HRS Training.  It also has the HRS Operations Manual that is used in the classes.

• Bulletin 4860 -2018-2019 HRS District Training Guide• Bulletin 4860 -2018-2019 HRS District Training Guide
This is the official publication which includes the HRS District Training Guide. ...Read more
Important MessageImportant Message
The operations manual for the Human Resource System (HRS) is currently unavailable. Please check back again. Thank you for your understanding....

This section is intended for staff working in payroll.  It has the training manuals and references the associated workbook used in class.  Not all training manuals will have a workbook.

• 2018-2019 Session E - Time Reporting Training Manual• 2018-2019 Session E - Time Reporting Training Manual
This manual provides instructions on setting up batches and posting various transactions, when to use the one-time pay screen vs. the time file, how to use the speed key account code on the Z Time File, and how to override information on the time file without using the one-time pay screen....Read more
• 2018-2019 Session H - District Benefits & SFS Table Maintenance Training Manual• 2018-2019 Session H - District Benefits & SFS Table Maintenance Training Manual
This manual provides information on the options for setting up benefits....Read more
• 2018-2019 Session I - Payroll Processing Training Manual• 2018-2019 Session I - Payroll Processing Training Manual
This manual explains payroll calculations and HRS internal processing (EDB, tables, and taxes). The excel spreadsheets referenced in this manual are available on this site under the Workbooks tab....Read more
• 2018-2019 Session K - Cash Collections of Wage Overpayments Training Manual• 2018-2019 Session K - Cash Collections of Wage Overpayments Training Manual
This manual provides an explanation of the cash collection process and how to accurately calculate the overpayment amount. Examples from actual cash collections are used to illustrate the discussion and method of accounting for an overpayment recovery....Read more
• 2018-2019 Session P - Introduction to Payroll Training Manual• 2018-2019 Session P - Introduction to Payroll Training Manual
This manual provides an introduction to payroll functionalities and gives an overview of regular and supplemental payroll schedules. It references time entries, the Inquiry/Error Corrections transaction menu screen and the Payroll Online History transaction menu screen....Read more
• 2018-2019 Session T - Introduction to Payroll Tax Reconciliation Training Manual• 2018-2019 Session T - Introduction to Payroll Tax Reconciliation Training Manual
This manual provides an introduction and overview of the basic concepts of payroll tax reconciliation. It includes HRS screens and reports recommended for accurate payroll tax reconciliation....Read more

This section is intended for staff working in human resources.  It has the training manuals used in class. 

• 2018-2019 Session A - Introduction to Personnel Training Manual• 2018-2019 Session A - Introduction to Personnel Training Manual
This manual provides an introduction to HRS and gives an overview of the system and exposes the user to HRS functionalities. Building a new employee including a review of the Employee Information Report (EIR) and Change Register is included....Read more
• 2018-2019 Session B - Tables – District Maintained Training Manual• 2018-2019 Session B - Tables – District Maintained Training Manual
This manual discusses Control Data Base (CDB) Tables maintained by the district. It also shows how to search a table, how to build a speed key table, and how to use the table mass change feature to build new salary tables and stipend tables....Read more
• 2018-2019 Session C - Work Calendars Training Manual• 2018-2019 Session C - Work Calendars Training Manual
This manual has information needed to build work calendars, how to set up work calendar tables for certificated and classified assignments, and how to edit and delete existing work calendars with examples....Read more
• 2018-2019 Session D - Employee Data Base (EDB) Maintenance Training Manual• 2018-2019 Session D - Employee Data Base (EDB) Maintenance Training Manual
This manual explains how to make future changes such as future hires, leaves, terminations, anniversary step increases, primary job, and labor distribution. They will also learn about options for setting up overtime, job history, archived records, and future-dated Employee Data Base (EDB) changes. ...Read more

This section is intended for staff working with retirement reporting.  It has the training manuals used in class for PERS and STRS.  

• 2018-2019 Session G - PERS Retirement Coding & Prior Period Adjustments Training Manual• 2018-2019 Session G - PERS Retirement Coding & Prior Period Adjustments Training Manual
This manual provides retirement information needed to correctly establish employee assignments on EDB. This includes: PERS plans, status, special indicators, annualized retirement reporting rate, bargaining unit, PERS Buybacks, and Job Classification Table....Read more
• 2018-2019 Session F - STRS Retirement Coding & Prior Period Adjustments Training Manual• 2018-2019 Session F - STRS Retirement Coding & Prior Period Adjustments Training Manual
This manual provides retirement information needed to correctly establish employee assignments on EDB. This includes: STRS plans, status, special indicators, annualized retirement reporting rate, bargaining unit, STRS Buybacks, and Job Classification Table....Read more

This section is intended for districts using the position control module.  It has the training manual and the Position Control Operations Manual that are used in class.  

• 2018-2019 Session J - Position Control Training Manual• 2018-2019 Session J - Position Control Training Manual
This manual discusses the use of position control and its relationship with the Personnel, Payroll, and Budget (PC Budgets) Modules. It includes establishing positions, making changes to existing positions, and setting up Position Control benefit tables....Read more
Important MessageImportant Message
The operations manual for position control is currently unavailable. Please check back again. Thank you for your understanding. ...
• Position Control Operations Manual• Position Control Operations Manual
Revised 2012 - It is designed as a reference to authorized users of the system. It is not intended to cover all contingencies nor is it a step-by-step workbook that will tell districts how to conduct business. It will, however, give users an understanding of how HRS can support district operations....

This section contains the workbooks used in the training classes.  The training manuals associated with each workbook can be found in the referenced tab.

• Workbook 1 - 2019 Tax Calculation Worksheets• Workbook 1 - 2019 Tax Calculation Worksheets
These worksheet templates are part of the Session I - Payroll Processing training. They are used to manually calculate tax withholdings using the aggregate method and the non-aggregate method. The training manual is available on this site under the Payroll tab....Read more
• Workbook 2 - RET, DKT, ECL, ECT, VPL for Certificated Employees• Workbook 2 - RET, DKT, ECL, ECT, VPL for Certificated Employees
These worksheet templates are part of the Session I – Payroll Processing training. They are used to manually calculate the certificated hourly/daily rate, Ed Code late hire, Ed Code early termination, Ed Code adjustments, and vacation pay outs. The training manual is under the Payroll tab....Read more
• Workbook 3 - DKT, ESA Gross Calculation, VPL for Classified Employees• Workbook 3 - DKT, ESA Gross Calculation, VPL for Classified Employees
These worksheet templates are part of the Session I - Payroll Processing training. They are used to manually calculate the classified hourly/daily rate, dock time, Earned Salary Advance (ESA), and vacation pay outs. The training manual is available on this site under the Payroll tab....Read more
• Workbook 4 - 2018 Employee Tax Logs• Workbook 4 - 2018 Employee Tax Logs
These worksheet templates are part of the Session I – Payroll Processing training. They are used to track the Federal withholding taxes and the State withholdings taxes. The training manual is available on this site under the Payroll tab....Read more
• Workbook 5 - RX/LX Transactions• Workbook 5 - RX/LX Transactions
This worksheet template is part of the Session I – Payroll Processing training. It maps the RX/LX transactions for payroll adjustments. The training manual is available on this site under the Payroll tab....Read more