Resources for Employee Admin

Attention Employee Administrator:

Changes to employee information must be completed and authorized before the end of day Thursday, the week before the pay week. This ensures the changes take effect in the next pay period. Examples of changes include new employees, salary adjustments, job changes, status changes, PTO plan changes/edits – anything that is not time entry related.

Downloads

UltiPro Resources Employee Admin

Change Employee Job and Salary Download

Describes how an Employee Administrator can change an employee's job and salary in UltiPro.
Add a New Employee to UltiPro Download

Describes how to hire a new employee in UltiPro.
Assign Employee(s) to Different Manager Download

The Employee Administrator can move one or more employees from one manager to another.
Assign or Change Employee Shift Pattern Download

The Employee Administrator can assign a permanent shift pattern to an employee.
Learning Path - Employee Administrator Download

Employee Administrators - new and existing - use this document as a guide.
Print Employee's Year-End Tax Slip Download

The Manager or Employee Administrator can print year end tax slips for an employee.
Creating Reports on Employee Records Download

This job aid shows how an Employee Administrator/Manager can create a report on employee records....
Set Up Time Clock Download

Describes how an Employee Administrator assigns a time clock to an employee.
PTO Balance Synchronization Schedule Download

How and when PTO balances are synchronized. New, Mar, 2018.
Authorizing Employee Additions and Changes Download

Describes change approval process - employee administrator and employee manager.
UltiProTask and Role Access Chart Download

This job aid describes what tasks each security role can execute in UltiPro.
PTO Plans at Salvation Army Download

This is a listing of PTO Plans available for selection in UltiPro. Posted May, 2018.
Adding Paid Time Off (PTO) Plans Download

Describes how to add a PTO Plan to an existing employee. Modified Feb, 2018.
Editing Paid Time Off (PTO) Plan Balances Download

Describes how the employee administrator can edit an employee's existing PTO plan.
Adding and Managing Secondary Jobs Download

This job aid outlines how an Employee Administrator can add a Secondary Job and how time entry is...
Delegating Change Approval Duties Download

How Managers and Employee Administrators can temporarily delegate their role.
Payroll Adjustments Download

A manager or employee administrator can adjust an employee's past payroll.
Making a Secondary Job a Primary Job Download

Describes how an Employee Administrator makes an employee's secondary job their primary job.
Change Employee Security Role Download

The Employee Administrator can assign or change an employee's security role.
Modifying Employees to Autopaid Download

This job aid describes the steps necessary to change an employee to be autopaid by the UltiPro system.
Allocating Labour Across Multiple Cost Centers Download

This job aid describes how an Employee Administrator can allocate pay between different departments.
Terminate an Employee Download

Describes the process used by the Employee Administrator to terminate an employee.
Transfer an Employee Download

This process is done by DHQ employee administrator.
Edit Employee Taxes Download

This job aid explains how the Employee Administrator can modify an employee’s tax forms.
Change Employee Status Download

How to modify an employee's status (Leave of Absence/On Strike/Laid-off/Suspended)