Submitting an Employee Maintenance Form

The instructions below can help guide HR staff on how to complete a maintenance form on Employee Records.

 Instructions for HR

1. Search and find the desired employee on Unified Talent - Employee Records

2. Once found navigate to the Employee Maintenance Form. Select the triple dot menu icon and select Add New

3. On the maintenance form, fill out the position information as follows:

   1. Position Control Jobs

      1. Check the See Attached checkbox at the top

      2. Add any additional comments in text field under the checkbox

      3. Attach position control document at the bottom under the electronic signature

   2. Non-Position Control Jobs

      1. Fill out each of the data fields under the Non-Position Control Jobs header

4. Sign and date the form under the Electronic Signature of Preparer header

5. To finish and send over to payroll click Save Final

6. Go to My Tasks

7. Submit

 Instructions for Payroll

1. Once the maintenance form has been submitted by HR, this form will be visible under My Tasks for Payroll employees

2. Find and review the submitted maintenance form

3. Approve or Deny the maintenance form

   1. If a Deny or Revision is needed enter comment then submit for revision

      1. At the prompt make sure to only ever select Previous to send back to HR

      2. Never select Restart which will send to Employee and notify them of a process they are not to be part of.

4. Apply necessary changes to eFinancePlus

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