Checklists

This topic contains checklists you can use when you first implement HRISMyWay and when you perform yearly maintenance. Select linked items to open a related online help topic in the Administrator Guide or User Guide sections of the help.

Implementation checklist

When implementing HRISMyWay, following are items to learn about and complete:

Category	Items
First steps	Discuss how to deploy the application to your employees, and learn about logging in, reviewing new releases, and using help documentation and videos.
Administration	Set up employee profiles, pay periods, assignment codes (for GL accounts and pay codes), departments, projects (if applicable), time on behalf, approvers, pay codes, preferences, and notifications, and learn about managing pay slips and managing T4s.
Self Service	Set up time off types and policies, holiday calendars, and work weeks, and learn about the Self Service module's dashboard and its Payments, Bank Balances, and T4s tabs.
Timesheets	Learn about timesheet entry, time off requests, reports, approvals (time and leave), routines, and transferring time to iCity and calculating payroll.
HR	Learn about setting up supervisor codes, and setting up certifications, skills, and licences, entering them, and approving them. Learn about creating and managing Forms.

Yearly maintenance checklist

At the end of each year, following are items you should review:

Category	Items
Pay codes	Confirm pay code assignment codes are up to date. If in iCity any new codes were added, you can add them to assignment codes and classify them in HRISMyWay.
Pay periods	Ensure you set up pay periods as far into the future as you want to allow employees to request time off. If needed, you can also retire old pay periods to prevent employees from adding time against them.
Holiday calendars	Ensure that holidays are set up for all pay periods you have created so that holidays appear correctly to employees who request time off.
iCity accruals	Review vacation and sick accruals in iCity in Employee Inquiry & Maintenance (PA1010).