eForms

During May and June 2017, the new eForms were implemented in PeopleSoft HCM 9.2 as a replacement for the Smart Forms that were available in PeopleSoft HCM 9.0.

This page has been created to temporarily house the relevant system and business documentation.

Training - Overview Sessions

Overview Sessions, providing an explanation of the key concepts and principles behind eForms, how to create and approve eForms as well as a demo of how eForms work, will be held both before and after the eForms “go live.”  

** Please note that this will not be traditional hands-on training.

Overview Sessions will be scheduled to follow the implementation schedule - sessions will be available to Faculties involved in User Acceptance Testing the weeks of May 29 and June 5, 2017. Sessions will be available to all other Faculties the weeks of June 12, 19 and 26, 2017. A detailed schedule, including dates, times and locations, will be made available shortly.

Overview Session Registration (sessions available to all Faculties)

Overview Session Presentation (updated June 27, 2017)

Training Guides and Job Aids

Hiring Support Staff

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 17, 2017)

Hiring Academic Staff

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 19, 2017)

Hiring Graduate Students 

 Training Guide

 (June 27, 2017)

 Job Aid

 (June 26, 2017)

Job Changes

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 24, 2017)

Changing Account Distribution

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 24, 2017)

Adding Attachments

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 29, 2017)

Evaluating and Approving eForms

 Training Guide

 (May 29, 2017)

 Job Aid

 (May 24, 2017)

Creating a New Academic
Administrative Appointment
Training Guide

(June 22, 2017)
 

Quick Reference Guides

Which Form Should I Use? (updated June 19, 2017)

  • Describes when to use each type of form (eForm, PAF or Other)

eForms - Standard Use (updated June 12, 2017)

  • Describes the standard features and functions throughout the forms

Other References

Payroll Calendars

eForms Security Access Request Form

Support

If you encounter any issues accessing or using the new eForms, please contact the IST Help Desk (780-492-9400, ist@ualberta.ca or Live Chat).