People and Money user guides

A library of user guides is available to support staff using the People and Money system and the new HR processes it supports. These guides include easy to follow, step-by-step instructions with screenshots of how to complete tasks in the system

The guides, which are grouped by topic and user role, are below. 

If you’re unsure which guide will best explain how to complete your task, use My Knowledge - People and Money's in-system bank of guidance - to search for your topic.

Articles in My Knowledge include details about specific processes and will highlight which user guides are most relevant.  

My Knowledge remains your go-to destination for guidance and support in using the system and should be your first port of call with any questions.  

You can also contact the new HR Helpline team through People and Money for dedicated support with your query. 

This page holds the most current versions of the user guides, which are regularly updated. Please do not download and save copies locally - always access the user guides via My Knowledge or the links below.

Accessing People and Money

To log in, click the button below and choose 'Company single sign-on'.

This will take you to the University's login page where you can sign in with your EASE credentials to access the People and Money homepage.

You can also access People and Money by navigating to 'My Information' or 'Staff Resources' within MyEd.

Log in to People and Money 

Note: School/dept. admins should refer to the 'line manager' section in any case where specific guidance is not available in the school/dept. admin section.

General Guidance
Employee How to access People and Money from any device (696.43 KB PDF) How to access and action checklist items (755 KB PDF) How to log in and out of People and Money (393.63 KB PDF) How to view and respond to notifications (1.47 MB PDF)	Manager Coming soon	School or  Dept. Admin Coming soon
Job Changes
Manager How to change manager (1.21 MB PDF) How to change direct reports (789.08 KB PDF) How to change location (740.93 KB PDF)	School or Dept. Admin Coming soon
Leavers
Manager How to process terminations (1.13 MB PDF) How to set up an exit interview (1.27 MB PDF)	School or Dept. Admin Please refer to the Line Manager section for guidance.
My Knowledge and Service Requests
Employee How to raise and maintain a service request enquiry (1.2 MB PDF) How to search my knowledge (527.48 KB PDF)
Personal Data Maintenance
Employee How to change your nationality and citizenship status in the system (628.78 KB PDF) How to edit your personal details in the system (951.81 KB PDF) How to enter contact details into the system (963.7 KB PDF) How to update bank details (579.3 KB PDF) How to view and edit your public info (867.27 KB PDF) How to view and search the employee directory (434.52 KB PDF) How to update and maintain certain documents relating to your record (1.11 MB PDF)	Manager How to search, view and upload documents for direct reports (1.09 MB PDF)	School or Dept. Admin How to search, view and upload employee data (1.02 MB PDF)
Recruitment and Onboarding Recruitment User Guide Flowchart (531.12 KB PDF)
Employee How to refer a candidate for a job (1.64 MB PDF) How to withdraw an internal application (830.31 KB PDF) How to manage interviews (1.67 MB PDF) How to apply - Employee (506.65 KB PDF) How to apply - External Candidate (2.59 MB PDF) How to complete onboarding tasks (1001.18 KB PDF)	Manager How to review applications to longlist or shortlist (2.14 MB PDF)	School or Dept. Admin How to create and maintain a job requisition (1.78 MB PDF) How to reject a candidate (2.19 MB PDF) How to upload interview documents (969.15 KB PDF) How to create and manage a job offer (1.43 MB PDF) How to schedule and manage interviews (4.95 MB PDF) How to allocate checklists and tasks (3.07 MB PDF) How to request interview feedback from panel (1.28 MB PDF) How to add a pending worker (3.07 MB PDF) Position management (741.34 KB PDF) How to request contract generation (495.67 KB PDF) Guidance on job classifications and positions (1.18 MB PDF) Guidance - Saving job descriptions to the job description library (947.18 KB PDF) Before you create a job requisition (499.95 KB PDF) How to hire an external candidate (1.08 MB PDF) How to request a new position or position change (1.37 MB PDF) How to complete an application for an offline candidate (1.68 MB PDF)
Time off
Employee How to request, cancel and amend annual leave (1.83 MB PDF) How to request other paid leave (1.26 MB PDF) How to request special paid leave (1.72 MB PDF) How to request emergency time off for dependents (1.53 MB PDF) How to Request Annual Leave as a multiple assignment holder (1.02 MB PDF) How to copy your approved leave to your Outlook calendar (233.74 KB PDF)	Managers How to view and approve or reject leave requests (913.64 KB PDF) How to record unauthorised absence (1.13 MB PDF) How to enter leave on behalf of your direct report (1.57 MB PDF) How to set up a delegation for a planned absence (3.44 MB PDF) How to set up your reportee's delegation during unplanned absence (1.23 MB PDF)	School or Dept. Admin How to enter leave on behalf of an employee (1.86 MB PDF) How to record unauthorised absence (1.43 MB PDF) How to adjust absence balances (816.15 KB PDF)
Workforce Structures
Employee How to view assignment details (979.94 KB PDF)