UPDOC
PPA BASICS
PERSONNEL ACTIONS
BENEFITS & DEDUCTIONS
REPORTS
100

This HCM Advantage feature allows users to upload, store, and manage employee-related documents electronically.

What is UPDOC?

100

PPA forms are used for payroll activity that occurred before districts transitioned to this system.

What is HCM Advantage?

100

This personnel action updates an employee's salary or hourly rate.

What is a Pay Rate Change (or Salary Adjustment)?

100

This amount is withheld from an employee's paycheck to pay for elected benefits.

What is a payroll deduction?

100

This report is commonly used to review employee earnings, deductions, and taxes for a payroll run.

What is the Payroll Register?

200

UPDOC commonly stores forms such as I-9s, W-4s, performance reviews, and this type of employment document.

What is a personnel document?

200

The primary purpose of a PPA form is to correct or report this type of information.

What is retirement reporting?

200

When an employee is temporarily away from work but remains employed, this personnel action is used.

What is a Leave of Absence?

200

Health insurance premiums often reduce taxable income because they are deducted on this basis.

What is pre-tax?

200

This report is used to verify retirement wages and contributions before submission.

What is a Retirement Report?

300

Organizations use UPDOC to help maintain this by securely storing required employment records.

What is compliance?

300

Before submitting a PPA form, payroll should verify information against these records.

What are historical payroll records?

300

Before submitting a personnel action, users should review all required fields, approvals, and this important item.

What is the accuracy of the information entered?

300

Before finalizing benefit elections, employees should carefully review coverage, dependents, and this.

What are deduction amounts (or payroll impacts)?

300

Managers use this report to review filled and vacant positions.

What is a Position Report?

400

 

This feature helps users quickly locate a document using employee information or document type. 

What is document search (or filtering)?

400

PPA forms are used to report information from this type of payroll system.

What is the legacy payroll system?

400

Entering an incorrect effective date on a personnel action may result in this issue.

What is an incorrect payroll calculation?

400

Union dues, flexible spending accounts, and retirement contributions are examples of these.

What are payroll deductions?

400

This report helps HR review employee benefit enrollments and deductions.

What is a Benefits Enrollment Report?

500

This protects confidential employee documents by allowing only authorized users to access them.

What are security permissions (or role-based access controls)?

500

Once a district begins processing payroll in HCM Advantage, PPA forms are generally no longer needed for payroll processed after this event.

What is the district's HCM Advantage go-live date?

500

This single field is one of the most important on every personnel action because it determines when the change is reflected in both employee records and payroll.

What is the Effective Date?

500

When an employee adds a spouse or child to a benefit plan, they are adding this.

What is dependent coverage?

500

This HCM Advantage feature allows users to retrieve payroll, HR, and employee information for review and analysis.

What are Reports?