Resource and Learning Material Revisions

A list of new resources and major revisions to job aids, course materials, videos, and other resources for:
- Cardinal HCM
- Cardinal Financials (Statewide & VDOT)

Reports Catalog Revisions

Name of Resource
Revision Date
Summary
Cardinal HCM Benefits Reports Catalog1/14/2026Added two new queries. ‑- Health Recon Exceptions Totals Query ‑- VRS Recon Exceptions Totals Query.
Cardinal HCM Time and Attendance Reports Catalog5/19/2026Two additions to the reports catalog:‑- Overtime Leave Compliance Report (RTA844)‑- Shift Steps and Rates Query (RTA825) (V_TA_SHIFT_RATES)

HCM Job Aid Revisions

Name of Resource
Revision Date
Summary
BN361 Reviewing Employee Benefits Information9/10/2026Added reference information to the Read Only role in the Overview and added Read Only navigation to each section. 
BN361 Managing and Approving Dependents9/10/2026Added reference information to the Read Only role in the Overview section and added a separate section specific to Benefits Read Only users. 
(1) Processing Paid Leaves of Absence in Cardinal
(2) Processing Unpaid Leaves of Absence in Cardinal		4/15/2026Added two new consolidated cross-functional job aids (HR, BN, PY, TA) to better illustrate how paid and unpaid leaves of absence should be processed in Cardinal. The following four module-specific job aids have been removed:*
- HR351 Managing Leaves of Absence (Paid and Unpaid)
- TA374 Extended Leave Processing Reference Guide 
- BN361 Managing Leave of Absence
- PY381 Extended Leave Processing‑ 
TLC & HBO Various4/14/2026New TLC and HBO specific job aid replacement of hybrid job aids, as follows:
- TLC ACA Data Entry replaces BN361 ACA Data Entry (Locality) 
- TLC and HBO Completing a Rehire and Benefit Enrollment replaces HR352 Completing a Rehire (Benefits Only) 
- TLC and HBO Completing a New Hire and Benefit Enrollment replaces BN361 Completing a New Hire and Benefit Enrollment (Localities) and HR352 Completing a New Hire (Benefits Only) 
The legacy job aids noted above have been removed form the website. 
Various - Running Reports for Localities2/18/2026Added new job aids for Locality Core Users:
‑ TLC Cardinal Locality - Company and Department Codes
- TLC Reviewing the Health Benefits Page
- TLC Running the ACA Reconciliation Report
- TLC Running the Benefit Enrollment Changes Report
- TLC Running the Cardinal Enrollment Report
- TLC Running the TLC Data Sheet Report
BN361 Employee Set Up for Medicare2/25/2026Updated screenshots, added detail, and removed sections relating to ACA Employee Eligibility Page.
BN361 Managing and Approving Dependents1/26/2026Added new section in job aid (Managing Dependent Personal Information) with detail on how to update dependent personal details through a Benefit Event or the Update Dependent/Beneficiary page. 
BN361 Linking Dependents and Retirees1/13/2026New job aid provides step-by-step instructions for HR Administrators to link Dependent records to Retirees (including LTD members and LODA participants) by updating the Linked Participant EmplID and Other Linked Participant fields on the Modify a Person (VA Person Info) pages.

Name of Resource
Revision Date
Summary
HR351 Approving ESS Name Changes7/24/2026New job aid that provides instructions on how to approve employee requested name changes in Cardinal through employee self service.  
HR354 Using the Legislative Salary Increase Tool4/24/2026Updated for the current Legislative Salary Increase to include Bonus Cycles (new this year), incl. screenshots, and additional steps.
(1) Processing Paid Leaves of Absence in Cardinal
(2) Processing Unpaid Leaves of Absence in Cardinal		4/15/2026Added two new consolidated cross-functional job aids (HR, BN, PY, TA) to better illustrate how paid and unpaid leaves of absence should be processed in Cardinal. The following four module-specific job aids have been removed:*
- HR351 Managing Leaves of Absence (Paid and Unpaid)
- TA374 Extended Leave Processing Reference Guide 
- BN361 Managing Leave of Absence
- PY381 Extended Leave Processing‑ 
HR351 Overview of US SOC and Job Code Combinations1/23/2026Added new Classified SOC Code (79114).
HR351 Managing Leaves of Absence (Paid and Unpaid)1/16/2026Additional detail added for COV Agency Employees: VITA removes COV computer access after 30 days, and the need to update Primary email address to Personal for ESS access to Cardinal.
HR351 Managing the Layoff Process1/16/2026Additional detail to Layoff section regarding the importance of completing the termination process when severance and benefits have expired.
TLC & HBO Various4/14/2026New TLC and HBO specific job aid replacement of hybrid job aids, as follows:
- TLC ACA Data Entry replaces BN361 ACA Data Entry (Locality) 
- TLC and HBO Completing a Rehire and Benefit Enrollment replaces HR352 Completing a Rehire (Benefits Only) 
- TLC and HBO Completing a New Hire and Benefit Enrollment replaces BN361 Completing a New Hire and Benefit Enrollment (Localities) and HR352 Completing a New Hire (Benefits Only) 
The legacy job aids noted above have been removed form the website.

Name of Resource
Revision Date
Summary
AP312 Running and Retrieving the Prompt Pay Report9/10/2026Updated to reflect Cardinal system upgrades. This Job Aid had been deferred until Go Live.
(1) Processing Paid Leaves of Absence in Cardinal
(2) Processing Unpaid Leaves of Absence in Cardinal		4/15/2026Added two new consolidated cross-functional job aids (HR, BN, PY, TA) to better illustrate how paid and unpaid leaves of absence should be processed in Cardinal. The following four module-specific job aids have been removed:*
- HR351 Managing Leaves of Absence (Paid and Unpaid)
- TA374 Extended Leave Processing Reference Guide 
- BN361 Managing Leave of Absence
- PY381 Extended Leave Processing‑ 
PY381 General and Benefits Deductions Codes‑ 3/30/2026Removed CIPPS Values column and replaced with Deduction Priority column for both the General Ded Codes and the Benefit Ded Codes.
PY381 Earnings Codes3/30/2026Added Earning Codes, added/updated various fields for various codes throughout the document.

Name of Resource
Revision Date
Summary
Cardinal HCM Time and Attendance Reports Catalog5/19/2026Two additions to the reports catalog:
- Overtime Leave Compliance Report (RTA844)
- Shift Steps and Rates Query (RTA825) (V_TA_SHIFT_RATES)
(1) Processing Paid Leaves of Absence in Cardinal
(2) Processing Unpaid Leaves of Absence in Cardinal		4/15/2026Added two new consolidated cross-functional job aids (HR, BN, PY, TA) to better illustrate how paid and unpaid leaves of absence should be processed in Cardinal. The following four module-specific job aids have been removed:*
- HR351 Managing Leaves of Absence (Paid and Unpaid)
- TA374 Extended Leave Processing Reference Guide 
- BN361 Managing Leave of Absence
- PY381 Extended Leave Processing‑ 
TA374 Managing Absence Balances4/2/2026Added a new section on Zeroing Out Balances using the Leave Balance Zero-Out Page.*

Financials Job Aid Revisions

Name of Resource
Revision Date
Summary
AP313 Approving Vouchers1/9/2026New job aid provides step-by-step instructions for approvers to review vouchers and take approval actions on the Approval Framework – Vouchers page.

Name of Resource
Revision Date
Summary
GL336 Creating SpeedTypes and SpeedCharts5/21/2026New Job Aid providing an overview of the process to set up SpeedTypes and SpeedCharts in Cardinal.

Name of Resource
Revision Date
Summary
NAV220 Running and Scheduling FIN Queries2/9/2026Name change for this job aid from NAV220 Running a FIN Query, to NAV220 Running and Scheduling FIN Queries. New section added: Scheduling a FIN Query Using the Schedule Queries Page. 

Name of Resource
Revision Date
Summary
PR342 Maintaining Requisitions (VDOT Only)4/6/2026New VDOT Only Job Aid that provides instructions for maintaining Requisitions in Cardinal.

For a list of previously highlighted revisions download the Cardinal Resource Revisions Archive document (excel file).