A library of user guides is available to support staff using People and Money and the new HR, payroll, finance and procurement processes the system 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 HR Helpline through People and Money for dedicated support with your HR query or contact the Finance Helpline for dedicated support with your finance or procurement query. This page holds the most current versions of the user guides, which are regularly updated. Further user guides will be added in due course. Please do not download and save copies locally - always access the user guides via My Knowledge or the links below. How do I access the People and Money system?To log in, click the button below and choose the 'Company single sign-on' button. There is no need to enter your user ID or password in the fields below this button.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 logging in to MyEd and navigating to 'My Information' or 'Staff Resources'.Please note: Students employed as staff members at the University should use their staff MyEd login details to access People and Money. If you do not have access to your staff MyEd account, please contact IS.Helpline@ed.ac.uk .Log in to People and Money Expand allCollapse allGeneral guidance Document Guidance for Students - Access to People and Money (628.52 KB / PDF) Document How to access and action checklist items (755 KB / PDF) Document How to access People and Money from any device (696.43 KB / PDF) Document How to log in and out of People and Money (393.63 KB / PDF) Document How to view and respond to notifications (1.47 MB / PDF) My Knowledge and service requests Document How to raise and maintain a service request enquiry (1.19 MB / PDF) Document How to search my knowledge (527.48 KB / PDF) Document Guide to Service Requests (858.29 KB / PDF) Reporting Document How to view Absence Reports (1.46 MB / 0_NOV_24) Document How to view HR Reports (1.03 MB / PDF) Document How to view line manager dashboard (1.23 MB / PDF) FinancePayrollDemo Videos Document How to update bank details (824.55 KB / PDF) Document Guide to Payroll for Employees, Line Managers, SDAs and HR Operations (785.86 KB / PDF) Document Employee Guide - How to view your Payslip (2.62 MB / PDF) Document Employee Guide - How to view your online P60 (858.97 KB / PDF) Document How to view assignment details (907.58 KB / PDF) PensionsContentTime recordingDemo Videos Document Guide to Time Recording (1.09 MB / PDF) Document Employee Guide - How to Generate Time Card (729.53 KB / PDF) Document Timekeeper Guide - How to Manage Time Cards (1.27 MB / PDF) Document Line Manager Guide - How to Review, Edit, Approve or Reject a Time Card (1.2 MB / PDF) ExpensesExpensesSystem User GuidesDemo videoNon-purchase order related paymentsProcess User Guides System User GuidesDemo videoBuying goods, services and worksUser GuidesDemo videoSales invoices, credit memos and customersProcess User GuidesSystem User GuidesDemo videoProject administrationProcess User guidesSystem User guidesDemo video – content to follow Financial approvals Document Managing financial approvals (2.72 MB / PDF) Human Resources Recruitment and onboardingEnd to end guides Document Recruitment User Guide Flowchart (531.12 KB / PDF) Document Guide to Casual Workers (377.13 KB / 0_MAY_22_1) Document Guidance on External Advertising (391.67 KB / 0_APRIL_24_1) Document Guide to Recruitment & Onboarding Process (1016.83 KB / PDF) Document Guide to Sponsorship of Skilled Workers and Temporary Worker Sponsored Researchers (680.3 KB / PDF) Guide to Employment Checks (367.58 KB PDF)Getting started Document Before you create a job requisition (497.73 KB / PDF) Document Guide to Job Classifications and Position Management (616.84 KB / PDF) Document Guidance - Saving job descriptions to the job description library (251.57 KB / PDF) Positions Document How to request a new position or position change (1.54 MB / PDF) Creating a job requisition Document How to create and maintain a job requisition (2.6 MB / PDF) Candidate guides - How to apply Document Guidance on How to Apply (997.25 KB / PDF) Candidate selection Document Guidance for seeking academic references (490.95 KB / PDF) Document How to reject a candidate (2.19 MB / PDF) Document How to review applications to longlist or shortlist (2.15 MB / PDF) Document How to manage interviews (999.38 KB / PDF) Document How to schedule and manage interviews (3.21 MB / PDF) Document How to schedule and manage candidate managed interviews led (3.45 MB / PDF) Document How to upload interview documents (969.15 KB / PDF) Document How to request interview feedback from panel (1.28 MB / PDF) Document How to add references to a candidate record (1 MB / PDF) Offer and hire Document Guidance - Use of the Skilled Worker Checklist (299.13 KB / PDF) Document Hiring Guide - How to create and manage a job offer (2.31 MB / PDF) Document How to hire an external candidate (1.08 MB / PDF) Document How to add a pending worker SDA (2.7 MB / PDF) Onboarding Document How to allocate checklists and tasks (3.98 MB / PDF) Document How to Request a Contract Generation (463.81 KB / PDF) Document How to complete onboarding tasks (1.14 MB / PDF) Learning, skills and qualificationsLearning Providers user guides are available on a separate web page, please follow this link Learning Providers User Guides Document Guide to Learning, Skills and Qualifications for Employees and Learners (489.03 KB / 0_MAY_2024) Document Guide to Learning, Skills and Qualifications for Managers (484.53 KB / 0_MAY_2024) Document How to View Search Enrol and Withdraw from Learning - Employee (884.44 KB / PDF) Document How to update and review skills and qualifications - Employee (473.91 KB / PDF) Document How to review, approve, update skills and qualifications – Line Manager (838.37 KB / PDF) Document How to Manage Team Learning for Line Managers (962.3 KB / PDF) Annual review Demo Videos Document How to record your Annual Review for Employees (634.06 KB / PDF) Document How to record your Annual Review for Line Managers (982.49 KB / PDF) Document Annual Review Reporting Dashboard for Line Managers and SDA (717.53 KB / PDF) Job changes Demo Videos Document Guide to Job Changes (722.91 KB / 0) Document How to change direct reports (789.08 KB / PDF) Document How to change location (740.93 KB / PDF) Document How to change manager (1.21 MB / PDF) Document Change Assignment for Line Managers and SDA (1.22 MB / PDF) Guaranteed hours Document Guide to Guaranteed Hours (731.17 KB / PDF) Document GH Administrator Guide to GH Refresh (1.06 MB / PDF) Document GH Administrator Guide to the Guaranteed Hours Module (573.88 KB / PDF) Absence and leaveDemo Videos Document How to copy your approved leave to your Outlook calendar (233.74 KB / PDF) Document How to enter leave on behalf of an employee (2.05 MB / PDF) Document How to enter leave on behalf of your direct report (1.55 MB / PDF) Document How to view and approve or reject leave requests (913.64 KB / PDF) Document How to set up a delegation for a planned or unplanned absence (1.22 MB / PDF) Annual Leave Document Guide to annual leave (428.84 KB / 0_MAY_2024) Document How to adjust absence balances (729.02 KB / PDF) Document How to Request Annual Leave as a multiple assignment holder (1.33 MB / PDF) Document How to request, cancel and amend annual leave (1.94 MB / PDF) Maternity & Adoption/Surrogacy Document Guide to Adoption and Surrogacy Leave (353.67 KB / PDF) Document Guide to Maternity Leave (1.11 MB / 0) Other Document Employee Guide to Family Leave (1.81 MB / PDF) Document Guide to Family Leave for Line Managers & SDAs (1002.38 KB / PDF) Document How to record unauthorised absence (1.07 MB / PDF) Document How to record unauthorised absence (1.62 MB / PDF) Document How to request emergency time off for dependents (1.58 MB / PDF) Partner Parental & Special Leave Document Employee Guide to Special, Other & Unpaid Leave (1.37 MB / PDF) Document Guide to Partner, Parental and Special Leave (432.44 KB / 0) Shared Parental Leave Document Guide to Shared Parental Leave (140.55 KB / DOCX) Document Employee Guide - How to Request Shared Parental Leave (2.48 MB / PDF) Sickness Absence Document Guide to Sickness Absence (301.39 KB / 0) Document Guide to Sickness Absence for Line Managers & SDAs (2.2 MB / PDF) Personal data maintenance Document How to edit your personal details in the system (846.85 KB / PDF) Document Guide to Work Schedules (251.16 KB / PDF) Document How to enter contact details into the system (885.43 KB / PDF) Document How to view and edit your public info (765.36 KB / PDF) Document How to view and search the employee directory (661.92 KB / PDF) Document How to view assignment details (907.58 KB / PDF) Document Storage Guide to Employee Files (336.96 KB PDF) Employee File Storage Overview (99.3 KB Excel)Document Records Document How to search, view and upload documents for direct reports (775.56 KB / PDF) Document How to search, view and upload employee documents (1.01 MB / PDF) Document How to Search, View and Upload Document Records - Employee (888.14 KB / PDF) Leavers Document Guide to Employment Separation (582.15 KB / PDF) Document Line Manager Guide - How to Process Terminations (1.17 MB / PDF) Document How to set up an exit interview (1.27 MB / PDF) This article was published on 2024-11-12