Bureau of State Payroll Services
Beginner PayServ Training Manual
The Beginner PayServ Training Manual was updated in May 2013. This manual is a good resource for new payroll staff; however, we encourage new PayServ users to attend a beginners' training class in order to receive hands-on experience working in a training database. To register for a Beginners' PayServ Training class please send an e-mail to payroll@osc.state.ny.us.
The Training Manual is available below in PDF format and is divided by chapter.
Chapter 1 - PayServ Navigation
Chapter 2 - Entering New Hire Data
Chapter 3 - Job Requests
Chapter 4 - Maintaining Employee Data
Chapter 5 - Time Entry
Chapter 1- PayServ Navigation & Online Help
Accessing and Navigating the PayServ Application
Main Menu, Folders and Content Links
Menu Structure
Retrieving Data through the Search Dialog Page
Viewing Records
Inserting and Deleting Data within a Record
Viewing Processing and Save Messages
View History
Collapsible Data Area
Hyperlinks
Adding Favorites
Online Help- The User Productivity Kit (UPK)
Chapter Key Points
Chapter 2 - The Hire Process
Reserving an Empl ID
Entering New Hire Data
Exercise 1 - Hire an Employee
Setting Up Payroll Data
Exercise 2 - Enter Employee Tax Data
Exercise 3 - Enter Direct Deposit Data
Chapter Key Points
Chapter 3 - Job Requests
Pay Rate Change Request
Exercise 1 - Entering a Pay Rate Change
Exercise 2 - View Job Request Status
Exercise 3 - View Job Summary
Position Change Request
Exercise 4 - Enter a Position Change Request (Change Line)
Exercise 5 - Enter a Position Change Request (Promotion)
Data Change Requests
Exercise 6 - Enter a Data Change Request
Recording General Comments
Exercise 7 - Entering General Comments
Chapter Key Points
Summary and Review
Chapter 4 - Maintaining Employee Data
Maintaining Existing Employee Data
Exercise 1 - Name and Address Change
Exercise 2 - View General Deductions for an Employee
Exercise 3 - Review an Employee's Savings Plan Elections
Exercise 4 - End an Additional Pay for an Employee
Exercise 5 - Enter an Overpayment Recovery for an Inactive Employee
Chapter Key Points
Chapter 5 - Time Entry
Time Entry
Exercise 1 - Entering Miscellaneous Earnings for a Terminated Employee
Exercise 2 - Review Employee Overtime or Miscellaneous Payments
Exercise 3 - Enter Miscellaneous Earnings for the Current Pay Period
Exercise 4 - Enter Additional Earnings for the Current Pay Period
Chapter Key Points