A library of user guides is available below to support staff using People and Money and the 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. To help you navigate your way more easily through different HR and Finance People and Money guidance please use the handy tools on the HR Process and Guidance or Finance Development Hubs: HR Process and Guidance Hub Finance Development Hub This webpage 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 the links below. To find out how to log in to People and Money or for further support please go to the People and Money System page. General guidance Demo Videos Document Guidance for Students - Access to People and Money (628.52 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 Demo Videos 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 (1.11 MB / PDF) Reporting Demo Videos Document How to view Absence Reports v6 April 2025 (1.55 MB / PDF) Document How to view HR Reports (1.68 MB / PDF) Document How to view line manager dashboard (1.23 MB / PDF) Finance Payroll Demo Videos Document How to view assignment details (907.58 KB / PDF) Document Employee Guide - How to View Your Online P60 (1.34 MB / PDF) Document Guide to Payroll for Employees Line Managers SDAs and HR Operations (1006.43 KB / PDF) Document How to update bank details (755.9 KB / PDF) Document Employee Guide – How to View Your Online Payslip (2.15 MB / PDF) Time recording Demo Videos Document Line Manager Guide to Time Cards (3.78 MB / PDF) Document Employee Guide to Time Cards (1.54 MB / PDF) Document Timekeeper Guide to Time Cards (2.13 MB / PDF) Document Guide to Time Recording (1.09 MB / PDF) Expenses System User GuidesDemo video Non-purchase order related payments System User GuidesDemo video Buying goods, services and works User GuidesDemo video Sales invoices, credit memos and customer Process User GuidesSystem User GuidesDemo video Project Administration Process User guidesSystem User guidesDemo video – content to follow Financial approvals Document Managing financial approvals (2.72 MB / PDF) Human Resources Recruitment and onboarding Demo Videos End to end guides Document Recruitment User Guide Flowchart (531.12 KB / PDF) Document Guidance - External advertising (404.81 KB / PDF) Document Guide to Recruitment and Onboarding (1.38 MB / PDF) Document Guide to Casual Workers (377.13 KB / 0_MAY_22_1) Document Guide to Sponsorship of Skilled Workers and Temporary Sponsored Researchers (480.97 KB / PDF) Document Guide to Employment Checks (495.49 KB / PDF) Getting started Document Before you create a job requisition (499.95 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 (2.74 MB / PDF) Candidate guides - How to apply Document Employee Guide - How to Apply (1.09 MB / 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 How to hire an external candidate (1.08 MB / PDF) Document How to add a pending worker SDA (2.8 MB / PDF) Document Guidance - Use of the Skilled Worker Checklist (286.91 KB / PDF) Document How to create and manage a job offer (2.4 MB / PDF) Onboarding (including Journeys) Document Employee Guide to Journeys (1.88 MB / PDF) Document Line Manager Guide to Journeys (2.82 MB / PDF) Document SDA Guide to Journeys (3.35 MB / PDF) Document Line Manager Guide to Housekeeping Legacy Checklists and Tasks (581.66 KB / PDF) Document SDA Guide to Housekeeping Legacy Checklists and Tasks (685.28 KB / PDF) Learning, skills and qualifications Learning 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 How to review, approve, update skills and qualifications – Line Manager (838.37 KB / PDF) Document Guide to Learning, Skills and Qualifications for Managers (484.53 KB / 0_MAY_2024) Document How to update and review skills and qualifications - Employee (473.91 KB / PDF) Document How to manage your learning (1.02 MB / PDF) Document How to manage team learning (1.09 MB / 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 V15.1 (941.66 KB / PDF) Document How to change direct reports (789.08 KB / PDF) Document How to change location (740.93 KB / PDF) Document Change Assignment for Line Managers and SDA (1.5 MB / PDF) Document How to change manager (1.05 MB / PDF) Guaranteed hours Document Guide to Guaranteed Hours (732.21 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 leave Demo Videos Document Employee Guide to Leave as a Multiple Assignment Holder (2.57 MB / PDF) Document Line Manager Guide to Absence and Leave (3.26 MB / PDF) Document How to set up a delegation for a planned or unplanned absence (1.61 MB / PDF) Document SDA Guide to Absence and Leave (3.51 MB / PDF) Annual Leave Document Guide to Annual Leave (431.39 KB / PDF) Document How to adjust absence balances (729.02 KB / PDF) Document Employee Guide to Annual Leave (2.13 MB / PDF) Maternity & Adoption/Surrogacy Document Guide to Adoption and Surrogacy Leave (469.26 KB / PDF) Document Guide to Maternity Leave (513.92 KB / PDF) Other Document SDA Guide to Family Leave (3.66 MB / PDF) Document Employee Guide to Family Leave (3.87 MB / PDF) Document Line Manager Guide to Family Leave (3.13 MB / PDF) Partner Parental & Special Leave Document Employee Guide to Special, Other and Unpaid Leave (1.64 MB / PDF) Document Guide to Partner, Parental, and Special Leave (392.77 KB / PDF) Shared Parental Leave Document Guide to Shared Parental Leave (474.59 KB / 1) Document Employee Guide - How to Request Shared Parental Leave (1.95 MB / PDF) Sickness AbsenceDocume Document Guide to Sickness Absence (408.56 KB / PDF) Document SDA Guide to Sickness Absence (3.16 MB / PDF) Document Line Manager Guide to Sickness Absence (2.46 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 Document Guide to Employee Files (336.96 KB / PDF) Document Employee File Storage Overview (99.3 KB / XLSX) 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 V24.1 June 25 (678.63 KB / 1 JUNE 25) Document PM- 1118- Line Manager Guide- How to Process Terminations June (1.28 MB / PDF) Journeys Document Employee Guide to Journeys (1.88 MB / PDF) Document SDA Guide to Journeys (3.35 MB / PDF) Document Line Manager Guide to Journeys (2.82 MB / PDF) Document Line Manager Guide to Housekeeping Legacy Checklists and Tasks (581.66 KB / PDF) Document SDA Guide to Housekeeping Legacy Checklists and Tasks (685.28 KB / PDF) This article was published on 2025-07-21
