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Training Documents
How To Use the Health & Insurance Screens Presentation
Save and customize the PowerPoint presentation below to conduct People First Benefits Screens training with your employees.
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How to Navigate the Benefits Screens PowerPoint Presentation (vnd.ms-powerpoint 7.45 MB)
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Org Management Step-by-Step Instructions
Click on the document below for easy to follow directions for HR/Org Management tasks in People First.
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Creating and Linking Charge Objects in People First (pdf 173.71 kB)
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Creating HR Org Unit in PF (pdf 416.94 kB)
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HR Quick Reference Cards
For user friendly, step-by-step instructions on People First activities, select one of the quick reference cards below.
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Central ID or SSN Search (pdf 71.64 kB)
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Direct Deposit Changes (pdf 51.48 kB)
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History View (pdf 54.14 kB)
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Overtime Calculation (pdf 73.88 kB)
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Performance Management Reports (pdf 47.33 kB)
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HR User Guides
User guides provide more detailed instructions on the following topics:
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Recurring Pay Deductions HR Users Guide (12-08-05) (pdf 345.78 kB)
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Stop/Cancel Payments User Guide (12-9-05) (pdf 516.48 kB)
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New Employee Orientation Training Materials
For training materials you can modify for your new employees, use the presentation below. Be sure to print out the handy checklist as a reference tool!
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People First New Employee Orientation (vnd.ms-powerpoint 4.53 MB)
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People First New Employee Checklist (msword 210.50 kB)
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Manager Quick Reference Cards
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Hiring Manager Vacancy/Requistion Process (pdf 166.07 kB)
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E-learning Reports (pdf 48.83 kB)
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Performance Management (pdf 61.38 kB)
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Recording Training (pdf 52.01 kB)
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Training Library (pdf 52.98 kB)
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Manager User Guides
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Flex Schedule User Guide (pdf 288.09 kB)
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Leave Balance User Guide (pdf 237.58 kB)
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Recording and Submitting Time User Guide (pdf 679.96 kB)
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Time Approval User Guide (pdf 381.28 kB)
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Employee General Quick Reference Cards
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Address Information (pdf 62.85 kB)
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Address Information Benefits Only Users (pdf 93.09 kB)
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E-learning Statewide Courses (pdf 51.56 kB)
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How to Update Your Direct Deposit Information (pdf 55.31 kB)
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Helpful Hints (pdf 55.36 kB)
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Navigating the People First Site (pdf 113.80 kB)
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Viewing Updating W-4 (pdf 61.84 kB)
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Employee Benefits Quick Reference Cards
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Adding or Dropping a Dependent (pdf 89.90 kB)
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Agency Reinstatement Process (pdf 71.28 kB)
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Appeal Process (pdf 62.95 kB)
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COBRA Process (pdf 62.29 kB)
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Dependent Documentation (pdf 78.06 kB)
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How To Update Your Address--Benefits Only Participants (pdf 71.72 kB)
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HSA Enrollment Process (pdf 62.99 kB)
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Premium Payment History (pdf 58.21 kB)
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Processing a Qualifying Status Change (QSC) (pdf 85.86 kB)
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Spouse Program Enrollment (pdf 58.20 kB)
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Spouse Program Termination (pdf 60.80 kB)
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University Reinstatement Process (pdf 71.39 kB)
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Employee Payroll Quick Reference Cards
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Contracted Hours vs. Hours Worked (pdf 58.76 kB)
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Completing Your Timesheet (pdf 72.22 kB)
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Flexible Work Schedule (pdf 69.23 kB)
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Holiday Hours Credit (pdf 81.37 kB)
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Leave Balance Overview (pdf 63.08 kB)
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Managing Leave Time (pdf 66.88 kB)
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Monthly Hourly Rate (pdf 69.18 kB)
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Personal Holiday Credit (pdf 58.30 kB)
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Using Regular Comp & Extraordinary Pay (pdf 53.55 kB)
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Employee User Guides
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Flex Schedule User Guide (pdf 191.71 kB)
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Leave Balance User Guide (pdf 153.31 kB)
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Recording and Submitting Time User Guide (pdf 586.16 kB)
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One Time Regular Payroll Payments User Guide (12-09-05) (pdf 546.50 kB)
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Recurring Pay Deductions Employee User Guide (12-08-05) (pdf 272.97 kB)
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Supplemental Payments User Guide (11-30-05) (pdf 548.61 kB)
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If you need assistance, please call the People First Service Center at 1-866-663-4735, Monday through Friday from 8:30 a.m. to 5:30 p.m. Eastern Time.
