Advanced Travel/Reimbursement Training

Size: px
Start display at page:

Download "Advanced Travel/Reimbursement Training"

Transcription

1 Advanced Travel/Reimbursement Training

2 Agenda Travel Authorizations (TA) Entry issues TA Queries Expense Reports (ER) Expense Reports (ER) Linking TA s Student travel & reimb Reviewing Expense Types Identifying Errors Using new functions & shortcuts ER Queries Splitting lines Grant processing tips Applying Cash Advances Approver Two Step Modify/Cancel documents

3 Travel Authorization Multiple Lines Navigate to the Create Travel Authorization page 2. The Default Location = the Destination 3. Use ONLY the following Expense Types: a) TA-Travel Authorization Encumbrance b) TA-Foreign Travel Auth Encumbrance 4. **(New Process)** a) If you have more than one funding source, you may enter MULTIPLE lines. 3 4 PeopleSoft Tips Do not encumber Airfare on Travel Authorization Please make sure your Travel Authorization is final approved before start of trip If traveling to a destination not listed above, select the closest city to the destination and add comment where the main destination is.

4 Default Location Code Query FMS Query Name: UTZ_TE_EXP_LOCATIONS PeopleSoft Tips No prompts will be required Query will open directly in Excel Filter by Description or Country

5 Travel Authorization Workflow Query a 5b 6 1. Navigate to FMS query view page and enter query: UTZ_TA_WF_AUDIT_ALL_STG 2. Enter prompt fields: a) GL Unit: always enter UTEP1 b) Datetime> select date to start from 3. Click View Results button 4. Output will export to an Excel file 5. (REQUIRED); Open file and set a Filter on row #2 a) Column L (Step)- select only P b) Column P (Dept)- select your department 6. You can also filter by Cost Centr & Project 7. Column A: has the pending travel authorization ID s 8. Column H & I: show the pending approvers

6 Travel Authorization Summary If more than one Funding Source, you may enter multiple lines. Use only Expense Types starting with TA Must be fully approved before start of trip Do not include Airfare Do not include Travel Agency charges Enter Default Travel Location Student Information Form should include department and contact

7 New Travel Linking Process- Step Use the Quick Start dropdown menu. 2. Select A Travel Authorization for travel reimbursements only. 3. Select the GO button. 4. Click the Select button to LINK to the appropriate Travel Authorization to the current Expense Report. 4 PeopleSoft Tips Linking a Travel Authorization will: Populate the Expense Report fields from Travel Auth Disencumber funds from the Travel Authorization To search for available approved Travel Authorizations, enter travel dates in the From and To date fields.

8 New Travel Linking Process- Step **(New Process)** a) Use the drop down arrow to MODIFY each line linked from Travel Auth 2. Select appropriate Expense Type(s): a) TR Foreign b) TR in State c) TR Out of St d) TR Stu/Non Empl 3. Update the following blank fields: a) Expense Date b) Amount Spent c) Payment Type 4. Click *Detail link to complete the line entry. 5. Select the + box to enter additional Expense Type lines as needed. 2 3a 3b 3c 4 5

9 New Travel Linking Process- Step 3 1b 1a Line 1 Line 2 2b 1c 2a 1. Update Line 1: a) Review Chart fields b) Enter new Speed Chart c) Review new Chart fields 2. Update Line 2: a) Review Chart fields b) Enter new Speed Chart c) Review new Chart fields 2c

10 Reviewing Expense Types o TA (codes): Use only for Travel Authorizations o NT (codes): Use for non-travel reimbursements o TR Foreign (codes): Use for Foreign travel o TR in State (codes): Use for in-state travel o TR Out of State (codes): Use for out of state travel o TR Stu/Non Employee (codes): Use for student travel PeopleSoft Tips Please note: Alaska, Hawaii, Puerto Rico, Canada, Mexico and other U.S. possessions are considered OUT OF STATE per state travel guidelines.

11 Non-Travel Expense Types Travel Guidelines Workshop/Seminars paid by UTEP: 1) Direct Pay Form or 2) Pro Card Workshop/Seminars pre-paid by Employee will be not be reimbursed until after the trip State funds may not be used for entertainment expenditures Registration Fees code applies for all in-state, out-state, foreign, student travel

12 Foreign Travel Expense Types Travel Guidelines Do not total Lodging and Meals, must have a separate expense line item by day For longer trips, contact Travel or Contracts & Grants Office Foreign-Meal Per Diem already includes but not limited to the following incidentals: Telephone, Internet, Copy For group travel, contact Travel or Contracts & Grants Office Do not use State funds for Foreign travel If you only have a State account, request a Transfer of Funds from the Budget Office

13 In State Travel Expense Types Travel Guidelines Do not total Lodging and Meals, must have a separate expense line item by day For longer trips, contact Travel or Contracts & Grants Office For group travel, contact Travel or Contracts & Grants Office Tips are not allowed on State or Grant funds Meal tips are allowed on non-state accounts if using meal actuals and are limited to the meal per diem Do not combine Actual and Per Diem meal expense types on the same expense report. You must select one method.

14 Out of State Travel Expense Types Travel Guidelines Do not total Lodging and Meals, must have a separate expense line item by day For longer trips, contact Travel or Contracts & Grants Office For group travel, contact Travel or Contracts & Grants Office Tips are not allowed on State or Grant funds Meal tips are allowed on Non-State accounts if using meal actuals and are limited to meal per diem Do not combine Actual and Per Diem meal expense types on the same expense report. You must select one method. Use Out of State Expense Type codes for travel to: Alaska, Hawaii, Puerto Rico, Canada, and Mexico, plus all U.S. Possessions.

15 Student Expense Types Travel Guidelines Do not total Lodging and Meals, must have a separate expense line item by day For longer trips, contact Travel or Contracts & Grants Office For group travel, contact Travel or Contracts & Grants Office Tips are not allowed on State or Grant funds Meal tips are allowed on Non-State accounts if using meal actuals and are limited to meal per diem Do not combine Actual and Per Diem meal expense types on the same expense report. You must select one method. Do not use State funds for Student travel

16 Student Travel & Reimbursements UTEP STUDENT ONLY 1) Not employed at UTEP 2) Verify student exists in travel. If not create a Student Information Form 3) Click User Defaults hyperlink on main page. Then select the Employee Data tab for status 4) Contact AP to review or set up in the PeopleSoft travel module 5) Use STU/Non Empl expense types 6) A Travel Authorization will route directly to Budget Authority 7) An Expense Report will route directly to Budget Authority UTEP STUDENT/EMPLOYEE 1) Use STU/Non Empl expense types 2) A Travel Authorization will route to the REPORTS TO of the student. If the reports to is vacant, submit a help desk ticket. 3) An Expense Report will route to the Student to Certify expenses. The PeopleSoft Office runs a process to move these forward. 4) All documents will then route to the Budget Authority. PeopleSoft Tip If you use any of the Job Codes in the table above, use the STU/Non Empl expense types

17 Using New Functions & Shortcuts Accounting Defaults Change funding source default for entire Expense Report Copy Selected Duplicate Expense Type lines. Will update entire line fields. Will not require additional field entries Multiple Expenses Duplicate Expense Type lines. Will not update entire line fields. Will require additional field entries An Existing Report Duplicate/Re-Create an entire expense report from a prior one. Use only for Predecessor Errors. You will need to create an Help Desk ticket to disencumber funds. Splitting lines Split funding sources in the Expense Type section on the main page

18 Using Accounting Defaults Link 1 1. Select Accounting Defaults link 2. Key-in Speed Chart and press the Enter key to update Accounting Summary fields. 3. Click OK button to return to the previous page 2 3 PeopleSoft Tips Populating the Accounting Defaults will update all the Accounting Detail line information for subsequent Expense Types This will speed up the entry for individual accounting lines

19 Using Copy Selected Function Check the individual Select boxes for the lines you want to replicate or copy 2. Click the Copy Selected button 3. Select Copy Option and enter date(s): 1. Copy to One Date 2. Copy to Range of Dates 4. Click OK button to return to main page 2

20 Using Copy Selected Function 5. Review new *Expense Type lines 6. Review new *Expense Date lines 7. Review new *Amount Spent lines 8. Review *Payment Type & *Billing Type a) These fields were also copied 9. Review *Detail hyperlink a) Funding information was also copied 10. Note: Two new lines were added for each Expense Type and Expense Date Copy Selected

21 Using Multiple Expenses Function Review Expense Types entered in Details section of the Expense Report Entry page 2. Identify possible Expense Types to duplicate to multiple travel dates 3. Select Multiple Expenses from the drop down menu 4. Click Add button 5. Enter Date Range of travel to duplicate Expense Types 6. Place a check mark next to the Expense Types to duplicate for date range selected. 7. Click Continue button to return to Expense Report Entry page. 3 4

22 Using Multiple Expenses Function 8 8. You will automatically return to the main Expense Report Entry page 9. Review original entries selected to Multiply from the previous page 10. These lines were duplicated for the additional day(s) selected. 11. Enter the Payment Type for the new blank fields 12. Select the Detail hyperlink for each line to populate the missing fields 13. Review the funding source(s) on the Accounting Details page

23 Using An Existing Report Function Navigate to the travel CREATE page 2. Click Add a New Value tab 3. Enter Empl ID of Traveler 4. Click Add button 5. Expense Report Entry page will appear 6. Using Quick Start dropdown, select An Existing Report and click GO button 7. New window will appear 8. Enter date range of document to copy from 9. Click desired Expense Report to copy 9

24 Using An Existing Report Function A new Expense Report Entry page will open up 11. A new Report ID: number will be assigned 12. The General Information section is pre-populated 13. The Details section and Expense Type lines are prepopulated from existing report selected 14. Change dates as necessary PeopleSoft Tips Use ONLY when receiving predecessor errors

25 Splitting Expense Type Lines 1 1. Navigate to the Expense Report Entry page 2. Enter separate lines to split the transaction 3. Split the Amount Spent 4. Click the *Detail hyperlink for each line to navigate to the Accounting Detail page 5. Enter Speed Chart for each line split

26 Travel/Reimbursement Topics Apply Cash Advance Budget Checking Errors Modify/Cancel documents Approver Two Step Other Queries & Tips

27 Apply Cash Advance to Expense Report Click Apply Cash Advance(s) link 2. Use magnifying glass to look up available Cash Advances 3. Select Cash Advance that corresponds to Expense Report 4. Click the OK button to apply Cash Advance to Expense Report 4 3

28 Apply Cash Advance to Expense Report Review Apply Cash Advance page a) Total Advance Applied b) Total Employee Expenses c) Total Due Employee 6. Click the OK button to return to main page 7. Review Expense Report Entry page 8. Review Totals section a) Employee Expenses b) Cash Advances Applied c) Due Employee 9. Amounts for both pages should tie

29 Identifying Budget Errors Click OK button 2. Click NO button 3. You will be sent back to the Commitment Control page 4. Click Go to Transaction Exceptions hyperlink at the bottom of the page 5. Line Exceptions page will open to display all Exception errors 6. Review Exception errors. Errors will be identified by line number 4 6

30 Identifying Budget Errors 7. Navigate to the Budget Overview page: Main Menu> Commitment Control> Review Budget Activities> Budget Overview 8. Review Budget Accounts: a) A4000 for Cost Centers b) G6170 & 6180 for Projects 9. Review Available Budget column 10. If you do not have enough funds a) Reconcile encumbrances for pending travel authorizations b) Request a transfer of funds c) Use another funding source PeopleSoft Tip Reconcile Encumbrances monthly to identify any travel authorizations that need to be liquidated. Create a Help Desk ticket to disencumber completed travel authorizations.

31 Modify/Cancel Documents Returning documents SEND BACK button used by Approvers or Submit Help Desk ticket Correcting documents Modify page in Travel Authorization & Expense Report Main Menu> Travel and Expenses> Travel and Expense Center> (Travel Authorization or Expense Report)> Modify Canceling/Deleting documents DENY button used by Approvers or Submit Help Desk ticket

32 Approver Two Step 1 1. Click the Approve button at the bottom of the travel document 2. Click the OK button on the next page to submit confirmation 2

33 Expense Report Workflow Query a 5b 6 5c 1. Navigate to FMS query view page and enter query: UTZ_EX_WF_AUDIT_ALL_STG 2. Enter prompts: a) GL Unit: always enter UTEP1 b) Datetime> select date to start from 3. Click View Results button 4. Output will export to an Excel file 5. (REQUIRED); Open file and set a Filter on row #2 a) Column L (Step)- select only P b) Column Q (Dept)- select your department c) Column Y (Status)- select PAR and SUB 6. You can also filter by Cost Centr or Project 7. Column F: has the pending Expense Report ID s 8. Column H & I: show the pending approvers

34 Expense Report Tips Use Quick Start dropdown to LINK travel authorization Documents with missing attachments will be returned Upload reimbursement receipts Flight itinerary Hotel receipt showing method of payment and traveler Registration receipt showing method of payment and traveler Constructive Airfare quote (if needed) Transportation receipts Use the XE.COM for converting foreign travel receipts Use correct Expense Type codes o NT= Non Travel reimbursements o TR Foreign= Travel foreign o TR in State= Travel in-state o TR Out of St= Travel out of state (Mexico, Canada, Puerto Rico ) o TR Stu/Non Empl= Travel student

35 Reimbursements of $250+ 1) Reimbursements of $250 or more from the same vendor on same day require an Exception Memo from the account owner. Memo must include Explanation why a PO was not created 2) Attach Exception Memo to Expense Report before submitting for approval Include Exception Memo on the Attachments hyperlink

36 Grant Travel Tips Need to include transportation method: Airfare, attach formal receipt including method of payment and traveler information Other methods, enter notes in Comments section Link Travel Authorization to the Expense Report Exception memo, if not using state travel agencies Memo sent to Tony Romero in AP for approval Attach approved exception memo to Expense Report Attach all pertinent receipts to Expense Report Expense Reports with missing receipts will be returned

37 Grant Group Travel of 20+ 1) The PI can create a Group Travel Memo instead of creating individual Travel Authorizations & APS forms for groups of 20 or more. 2) Group Travel Memo must include: Complete list of Travelers on body of memo Destination Purpose of trip Benefit to the grant 3) Memo and travel receipts for each individual must be attached to the PI s Expense Report.

38 Travel Authorization Rollover Purchase Order Rollover Hardcopies no longer necessary: Non-PO Vouchers Expense Reports

39 Questions?

PeopleSoft Recruiting Solutions

PeopleSoft Recruiting Solutions PeopleSoft Recruiting Solutions Student Job Posting January 22, 2013 Recruiting Solutions (Rec Sol) replaced Y-Careers for all on-campus job postings effective December 10, 2012 o Y-Careers is now the

More information

Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits

Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits The Problem: Your development team is planning a strategic ask for donors who have given a total of $2,500

More information

Chapter 4. Disbursements

Chapter 4. Disbursements Chapter 4 Disbursements This Page Left Blank Intentionally CTAS User Manual 4-1 Disbursements: Introduction The Claims Module in CTAS allows you to post approved claims into disbursements. If you use a

More information

HOW TO SUBMIT AN APPLICATION TO THE AMERICAN HEART ASSOCIATION. Grants Officer Dashboard

HOW TO SUBMIT AN APPLICATION TO THE AMERICAN HEART ASSOCIATION. Grants Officer Dashboard HOW TO SUBMIT AN APPLICATION TO THE AMERICAN HEART ASSOCIATION The grants officer is responsible for completing the submission of the application to the American Heart Association (AHA). It is very important

More information

16 October Note: Only Assignment Officers should create PCS Orders.

16 October Note: Only Assignment Officers should create PCS Orders. PCS Orders Overview Introduction This guide provides the procedures for completing the following types of Orders for Enlisted, Officer and Reserve members: Permanent Change of Station (PCS) Extensions

More information

UW Madison 2012 Summer Appointments Funding Setup

UW Madison 2012 Summer Appointments Funding Setup UW Madison 2012 Summer Appointments Funding Setup Accounting Services April 10, 2012 Funding Entry Steps Step 1: Verify Job Setup (Slides 3 13) Step 2: Enter Summer 2012 Funding When a Funding Exists from

More information

Grants Financial Procedures (Post-Award) v. 2.0

Grants Financial Procedures (Post-Award) v. 2.0 Grants Financial Procedures (Post-Award) v. 2.0 1 Grants Financial Procedures (Post Award) Version Number: 2.0 Procedures Identifier: Superseded Procedure(s): BU-PR0001 N/A Date Approved: 9/1/2013 Effective

More information

USCCB/MRS Migration &Refugee Information System Resource Guide

USCCB/MRS Migration &Refugee Information System Resource Guide USCCB/MRS Migration &Refugee Information System Resource Guide Cuban/Haitian Entrant Program Financial Forms Guide: Budgeted Sites* 1. Direct Assistance Request/Voucher (MRS-AD5)... 2 2. Summary of Direct

More information

Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes.

Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Kuali Research User Guide: Create Institutional Proposal Version 4.0: vember 206 Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Trigger

More information

Peoplesoft Effort Certification. Participant s Manual

Peoplesoft Effort Certification. Participant s Manual Peoplesoft Effort Certification Participant s Manual Version 1.3.7 Revised April, 2007 TABLE OF CONTENTS COURSE OVERVIEW... 3 INTRODUCTION... 4 LEARNING OBJECTIVES... 4 MODULE 1: WHY COMPLETE EFFORT REPORTS...

More information

Manage Pell Payments_SPD_ Revision Document Generation Date Date Modified Last Changed by sbrock Status sent for review 11.

Manage Pell Payments_SPD_ Revision Document Generation Date Date Modified Last Changed by sbrock Status sent for review 11. Department Responsibility/Role File Name Manage Pell Payments_SPD_20141117132500 Revision Document Generation Date Date Modified Last Changed by sbrock 11.17 Status sent for review 11.20 11/17/2014 1:25:00

More information

Grants Management Workshop. Proposal and Award Management Support

Grants Management Workshop. Proposal and Award Management Support Grants Management Workshop Proposal and Award Management Support Agenda Sponsored Project Administration UVM and RSENR Support Systems Provide an overview of the grant life cycle For each stage of the

More information

Involved Portal: Donations & Matching Gifts

Involved Portal: Donations & Matching Gifts Involved Portal: Donations & Matching Gifts Employee User Guide For Internal Use Only / Not for Distribution to the Public Table of Contents Credit Card Donations Page 2 Offline Donations & Matching Gifts

More information

edata Faculty User Manual

edata Faculty User Manual edata Faculty User Manual REV 13/09/20 edata Faculty User Manual Table of Contents Faculty Fact Sheet: WebFM to edata Crosswalk. 1 How to Log In and Out of edata...3 Understanding the edata Interface....6

More information

Overview What is effort? What is effort reporting? Why is Effort Reporting necessary?... 2

Overview What is effort? What is effort reporting? Why is Effort Reporting necessary?... 2 Effort Certification Training Guide Contents Overview... 2 What is effort?... 2 What is effort reporting?... 2 Why is Effort Reporting necessary?... 2 Effort Certification Process: More than just Certification...

More information

Effort Coordinator Training. University of Kansas Summer 2016

Effort Coordinator Training. University of Kansas Summer 2016 Effort Coordinator Training University of Kansas Summer 2016 Agenda 1. Effort Reporting Overview 2. Effort Workflow and Basic Information 3. Effort Coordinator: Pre-Review 4. PI/Self-Certifier: Certification

More information

To find a PO to move to an invoice, from the Main Menu:

To find a PO to move to an invoice, from the Main Menu: Upon receipt of a Purchase Order (PO), submitting a Purchase Order Acknowledgement (POA) and issuing an Advance Shipment Notification /Service Completion Notification (ASN/SCN), it is time to submit an

More information

D. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3.

D. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3. D. PROPOSAL DETAILS D. D. D.3. D.4. D.5. D.6. D.7. D.8. D.9. D.10. D.1 D.1 CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW ABSTRACT OTHER YNQ

More information

2016 Summer Food Service Program Online Training Module 5 Meal Claim Submission. Understand general procedures in submitting an original claim

2016 Summer Food Service Program Online Training Module 5 Meal Claim Submission. Understand general procedures in submitting an original claim 2016 Summer Food Service Program Online Training Module 5 Meal Claim Submission Learning Objectives Understand general procedures in submitting an original claim Understand the Child Nutrition Information

More information

SECTION 5 ON-BOARDING OVERVIEW

SECTION 5 ON-BOARDING OVERVIEW SECTION 5 ON-BOARDING OVERVIEW Automatic Processes when an Application is received A Prospective Volunteer that uses the Tax-Aide application: will have a Contacts Record created in the Volunteer Portal

More information

Revision Control Date By Action Pages T Mistry Document created M Walker Modified 17

Revision Control Date By Action Pages T Mistry Document created M Walker Modified 17 Business Process Guide Process: Manage Applicants Module: Recruiting Solutions High Level Description Process Module Document Type Manage Applicants Recruiting Solutions Business Process Guide Revision

More information

How to Manage Externally Funded Grants PROJECTS - FUND CODE 501 or 502

How to Manage Externally Funded Grants PROJECTS - FUND CODE 501 or 502 How to Manage Externally Funded Grants PROJECTS - FUND CODE 501 or 502 What is a Grant? Funding that is coming from a source external to Wesleyan Project conceived by the Investigator Response to a solicitation

More information

BOSTON COLLEGE Accounts Payable Presentation

BOSTON COLLEGE Accounts Payable Presentation PeopleSoft Voucher Workshop 1 1. Description of Department Roles AGENDA 2. Department Role Comparison 3. P1 Listing 4. Overview of PeopleSoft Chart of Accounts 5. Process Map 6. Reviewing frequently asked

More information

April 18, 2018 FY18 Year End Travel Important Highlights

April 18, 2018 FY18 Year End Travel Important Highlights April 18, 2018 FY18 Year End Travel Important Highlights In past years, the approaching fiscal year has been added as a drop-down menu funding year selection on etravel Authorities processed in the echeck

More information

Requesting Travel Advances in TPAX

Requesting Travel Advances in TPAX Requesting Travel Advances in TPAX Introduction The following guides provide the information for requesting travel advances in TPAX. Topic See Page Requesting a PCS Travel Advance via Proxy 2 Requesting

More information

PCORI Online. Training for Pre-Award Management System April 2017

PCORI Online. Training for Pre-Award Management System April 2017 PCORI Online Training for Pre-Award Management System April 2017 2 Why Change? The new PCORI Online platform will enable Applicants to easily submit a Letter of Intent (LOI) and subsequent full Application

More information

MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. Chronic Care Management (CCM) Program Training Manual

MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. Chronic Care Management (CCM) Program Training Manual MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. Chronic Care Management (CCM) Program Training Manual September 2017 Table of Contents CCM PROGRAM OVERVIEW... 4 3 STEPS TO BEGIN CCM:... 5 Identify the Patient...

More information

Retirement Manager Disbursement Monitoring Plan Administrator User Guide

Retirement Manager Disbursement Monitoring Plan Administrator User Guide Retirement Manager Disbursement Monitoring Plan Administrator User Guide Table of Contents 1.0 Guide Overview 2.0 Disbursement Eligibility Certificate 2.1 Hardship Withdrawal Certificate 2.2 Loan Certificate

More information

NY HPNAP Reporting. Owner of this document is: Scott Wiacek Purpose of this document

NY HPNAP Reporting. Owner of this document is: Scott Wiacek Purpose of this document NY HPNAP Reporting Owner of this document is: Scott Wiacek swiacek@feedingamerica.org Purpose of this document This document illustrates how to setup the HPNAP in order to comply with the reporting requirements

More information

Texas Commission on Environmental Quality

Texas Commission on Environmental Quality Texas Commission on Environmental Quality Instructions: Applying for a Use Determination for Pollution Control Property through STEERS There are now two ways to apply for a Use Determination for Pollution

More information

Teacher Guide to the Florida Department of Education Roster Verification Tool

Teacher Guide to the Florida Department of Education Roster Verification Tool Teacher Guide to the 2016-17 Florida Department of Education Roster Verification Tool Table of Contents Overview... 1 Timeline... 1 Contact and Help Desk... 1 Teacher Login Instructions... 2 Teacher Review,

More information

Chapter Contents. Manage Résumé Screen

Chapter Contents. Manage Résumé Screen 17: Manage Résumés Chapter Contents Create a Résumé... 17-1 Search for Résumés... 17-1 Staff-Specific Search Criteria... 17-2 Match Résumés to a Job... 17-4 Virtual OneStop includes tools to help staff

More information

EFIS. (Education Finance Information System) Training Guide and User s Guide

EFIS. (Education Finance Information System) Training Guide and User s Guide EFIS (Education Finance Information System) Training Guide and User s Guide January 2011 About this Guide This guide explains the basics of using the Education Finance Information System (EFIS). The intended

More information

Genentech Corporate Giving and Grants Tip Sheet Fellowship Funding

Genentech Corporate Giving and Grants Tip Sheet Fellowship Funding Genentech Corporate Giving and Grants Fellowship Funding Table of Contents What is Fellowship Funding... 2 Checklist..... 2 I. Log in... 3 II. Organization Registration (one time only)... 3 III. Funding

More information

APPLICANT DISPOSITION REQUIREMENTS

APPLICANT DISPOSITION REQUIREMENTS OHR Recruiting Job Aid Applicant Disposition Requirements 11/24/2014 APPLICANT DISPOSITION REQUIREMENTS Use this table to guide you in updating applicant dispositions during the recruiting process. Governmental

More information

Tips for Entering Match into GEARS

Tips for Entering Match into GEARS Tips for Entering Match into GEARS You can access the Match screens either along the left hand side of the Home page of GEARS or along the top. Website: https://praed.net/mtgearup. What follows is a description

More information

Grant Program

Grant Program Preventive Controls Alliance Training Grant Program http://afdo.org/pcgrants REPORTING AND REIMBURSEMENT INSTRUCTIONS CALENDAR YEAR 2017 Providing funds for state, local, tribal, and territorial food safety

More information

Reimbursements: Submit a Flat Rate Reimbursement

Reimbursements: Submit a Flat Rate Reimbursement Reimbursements: Submit a Flat Rate Reimbursement Overview Tax-Aide volunteers may elect to receive a one-time, flat-rate expense reimbursement for which volunteers receive $35 and volunteer leaders receive

More information

Non-Personnel Reconciliation Process for Non-Clinical Trial and Non- Cash Basis Sponsored Project Grants/Agreements (w/wbs elements)

Non-Personnel Reconciliation Process for Non-Clinical Trial and Non- Cash Basis Sponsored Project Grants/Agreements (w/wbs elements) University of Kentucky College of Medicine Sponsored Research Administrative Services Standard Operating Procedure Identification M-SRAS 011 Version 2 Date 11/xx/2015 Effective: Contact: SRAS Manager Review

More information

Recruiting Solutions 9.1 User Guide

Recruiting Solutions 9.1 User Guide Recruiting Solutions 9.1 User Guide Updated 9/15/2015 www.hr.uconn.edu IMPORTANT: Hire Request is not submitted for approvals until both steps are completed. In order to submit the hire in SmartHR, the

More information

NEW Patient Reported Medications & Reconciliation

NEW Patient Reported Medications & Reconciliation To: All WRS Users From: Date: 11/09/17 WRS Development Team Re: Updates to the WRS Health System NEW Patient Reported Medications & Reconciliation WRS is proud to announce the release of a new medications

More information

Mobile App Process Guide

Mobile App Process Guide Mobile App Process Guide Agency Setup and Management Copyright 2018 Homecare Software Solutions, LLC One Court Square 44th Floor Long Island City, NY 11101 Phone: (718) 407-4633 Fax: (718) 679-9273 Document

More information

System Performance Measures:

System Performance Measures: April 2017 Version 2.0 System Performance Measures: FY 2016 (10/1/2015-9/30/2016) Data Submission Guidance CONTENTS 1. Purpose of this Guidance... 3 2. The HUD Homelessness Data Exchange (HDX)... 5 Create

More information

Module Professional Profiles

Module Professional Profiles Professional Profiles 1 Module 3 1 2 Objectives In this module you will learn: Professional Profile basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional

More information

Slide 1: Creator Role Introduction: Student Notice of Awards help tutorial for My Created Awards.

Slide 1: Creator Role Introduction: Student Notice of Awards help tutorial for My Created Awards. Slide 1: Creator Role Introduction: Student Notice of Awards help tutorial for My Created Awards. Slide 2: Example of email received by the creator: Email Heading: You have created the following Student

More information

Educational Grant and Outcomes Database User Guide

Educational Grant and Outcomes Database User Guide Educational Grant and Outcomes Database User Guide June 06 Table of Contents Getting Started System Tips and Useful Hints p.3 Where to Find Us p.4 Logging in as a Registered User p.5 Registering as a First-Time

More information

Enter a Subcontract in erpm

Enter a Subcontract in erpm This procedure details the process of adding a subcontract (SUBK) to a project. I. PAF: indicating that a project will include a subcontract II. Subcontract Worksheet: Adding a subcontract III. PAF Workspace:

More information

Instructions for Navigating Your Awarded Grant

Instructions for Navigating Your Awarded Grant Instructions for Navigating Your Awarded Grant proposalcentral s Post-Award allows grantees to submit progress reports, project documents, financial/budget information, communicate with the funding organization,

More information

Research Administration & Proposal Submission System (RAPSS) Central Office Quick Reference

Research Administration & Proposal Submission System (RAPSS) Central Office Quick Reference Research Administration & Proposal Submission System (RAPSS) Central This document is intended for Grants Specialists and Authorized Organization Representatives. Software Overview and Basic Navigation...

More information

VOUCHER APPROVALS COURSE

VOUCHER APPROVALS COURSE VOUCHER APPROVALS COURSE Transcript of the Online Course This is a transcript of an online course developed by Leadership and Talent Development. To access the online course, you must be enrolled in the

More information

Sevocity v.12 Patient Reminders User Reference Guide

Sevocity v.12 Patient Reminders User Reference Guide Sevocity v.12 Patient Reminders User Reference Guide 1 877 877-2298 support@sevocity.com Table of Contents Product Support Services... 2 About Sevocity v.12... 2 Icons Used... 2 About Patient Reminders...

More information

Chevron Humankind User Guide May Chevron

Chevron Humankind User Guide May Chevron Chevron Humankind User Guide May 2017 Table of contents Community home page Search for an organization Make a donation Make a credit card donation Set up a payroll deduction (employees) Edit or cancel

More information

Tips & Tricks of Research Administration #UDResearch April 13, 2016

Tips & Tricks of Research Administration #UDResearch April 13, 2016 Tips & Tricks of Research Administration #UDResearch April 13, 2016 Presenters Peggy Thomas, Billing Coordinator Research Office Susan Tkachick, Sponsored Research Accountant - Research Office Susan Tompkins,

More information

Creating A Patient Portal Link From More Patient Button

Creating A Patient Portal Link From More Patient Button Creating A Patient Portal Link From More Patient Button Go to More Patient and click on the Export PHI tab. From this tab, click on Create Patient Portal Link. Note: Allow Internet Based Delivery Of Reminders

More information

Genentech Corporate Giving and Grants Tip Sheet Healthcare-Related Charitable Support

Genentech Corporate Giving and Grants Tip Sheet Healthcare-Related Charitable Support Genentech Corporate Giving and Grants Healthcare-Related Charitable Support Table of Contents What is Healthcare-Related Charitable Support... 2 Checklist..... 2 I. Log in... 3 II. Organization Registration

More information

Back Office-General Quick Reference Guide. Enter a Home Health Referral

Back Office-General Quick Reference Guide. Enter a Home Health Referral Back Office-General Quick Reference Guide Enter a Home Health Referral Table of Contents Enter a Referral... 3 Common Buttons & Icons... 3 Enter a New Referral... 4 Document Basic Info... 5 Document Demographics...

More information

Go! Guide: Adding Medication Administration History

Go! Guide: Adding Medication Administration History Go! Guide: Adding Medication Administration History Introduction Past medication administrations are often an integral part of a patient scenario. It may be important for students to review the patient

More information

IMPORTANT! Some sections of this article require you have appropriate security clearance to things like the System Manger.

IMPORTANT! Some sections of this article require you have appropriate security clearance to things like the System Manger. Author: Joel Kristenson Last Updated: 2015-09-04 Overview This article is primarily for our nonprofit customers, but does contain useful information related to log notes and pivot reports for political

More information

RAS What s New for Grants?

RAS What s New for Grants? Finance Division Compass RAS What s New for Grants? Welcome & Introductions About me What have you heard about 9.2? 2 Agenda Ground Rules Course Objectives Value of Compass 9.2 Pre-Award changes Award

More information

Grant Reporting for Faculty Grant Expense Detail

Grant Reporting for Faculty Grant Expense Detail Grant Reporting for Faculty Grant Expense Detail This report provides line item detail expenses for a user-specified Sponsored Program. The report allows faculty and department administrators to more easily

More information

Optima POC PARTICIPANT GUIDE

Optima POC PARTICIPANT GUIDE Optima POC Point of Care PARTICIPANT GUIDE 2017 Optima Healthcare Solutions Page 1 CONTENTS CONTENTS... 2 ABOUT THIS GUIDE... 3 LEARNING OUTCOMES... 4 1. ACCESSING POINT OF CARE... 5 2. CLOCKING IN...

More information

New Jersey Department of Community Affairs

New Jersey Department of Community Affairs Enter program-specific information in the green and yellow fields to clarify the application process. Green fields are mandatory, yellow fields are optional. New Jersey Department of Community Affairs

More information

GP Allocation of Non- Personnel Costs to Grants

GP Allocation of Non- Personnel Costs to Grants Procedure: Policy: Number: Allowable Uses of Funds and Adherence to Cost Circulars GP0800.3 Allocation of Non- Personnel Costs to Grants ( ) Complete Revision Supersedes: Page: ( ) Partial Revision Page

More information

Certification of Employee Time and Effort

Certification of Employee Time and Effort Procedure: Policy: Number: Completing a Personnel Activity Report (PAR) Certification of Employee Time and Effort GP1200.3 ( ) Complete Revision Supersedes: Page: ( ) Partial Revision Page 1 of 21 ( X

More information

Trigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted.

Trigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted. Kuali Research User Guide: Create a New Parent Award Version October 06 Purpose: To create a new parent award record in the system. Trigger / Timing / Frequency: When a new award is received by the University

More information

Quick Reference. Virtual OneStop (VOS) Individual User Logging In. My Workspace* (My Dashboard ) Settings and Themes. Quick Menu*

Quick Reference. Virtual OneStop (VOS) Individual User Logging In. My Workspace* (My Dashboard ) Settings and Themes. Quick Menu* Virtual OneStop (VOS) Individual User Logging In If you don t have an account: Click the link Not Registered? on the Home page, near the Sign In button, (name may vary, but will include Register in the

More information

CREATING A JOB OPENING EXISTING OR NEW POSITION Quick Guide. Creating a Job Opening. Recruiting Solutions

CREATING A JOB OPENING EXISTING OR NEW POSITION Quick Guide. Creating a Job Opening. Recruiting Solutions The following provides instruction on how to create an online Job Opening (formerly known as Job Requisition) to fill an existing position (which may be vacant) or a new position. For Emergency Hires,

More information

Defense Travel Management Office Defense Travel System

Defense Travel Management Office Defense Travel System Defense Travel Management Office Defense Travel System Invitational Travel Authorization Guide Version 5.0 January 2011 Document History Date Version Author Description of Activity 12 Sept 2005 1.0 PMO

More information

Grants, Contracts and Consultancies Reporting

Grants, Contracts and Consultancies Reporting Grants, Contracts and Consultancies Reporting ANU Insight User Reference Guide May 2016 The Australian National University 1 of 26 Table of Contents Background... 3 Access to the Grants Reports... 4 How

More information

11/3/2017 University of Kansas FINANCIAL SYSTEMS TRANSFORMATION FOR PRINCIPAL INVESTIGATORS

11/3/2017 University of Kansas FINANCIAL SYSTEMS TRANSFORMATION FOR PRINCIPAL INVESTIGATORS 1 FINANCIAL SYSTEMS TRANSFORMATION 2 INSTRUCTOR Katrina Yoakum, Financials Project Director Comptroller s Office Rick Beattie, Chief Procurement Officer KU Procurement Alicia Reed, Assistant Vice Chancellor

More information

Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web based platform.

Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web based platform. Supplier Relationship Management Approver MM_SRM_APP_300 Definition of SRM Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web based platform. Enables

More information

CUNYfirst Year-end Key Dates. May 17, 2017

CUNYfirst Year-end Key Dates. May 17, 2017 CUNYfirst Year-end Key Dates May 17, 2017 FYE 2017 Key Actions and Dates Relieve Pre-encumbrances Through June 30 Receipts for FY 17 goods & services received by June 30 Last day for new PO s and PO change

More information

SYSTEM REQUIREMENTS AND USEFUL INFORMATION LOGGING INTO THE PERIS PORTAL

SYSTEM REQUIREMENTS AND USEFUL INFORMATION LOGGING INTO THE PERIS PORTAL SYSTEM REQUIREMENTS AND USEFUL INFORMATION ------------------------------------------------- LOGGING INTO THE PERIS PORTAL -------------------------------------------------------------------------- CREATING

More information

TORA User Guide. How to Submit an Application on TORA for Institutional Approval

TORA User Guide. How to Submit an Application on TORA for Institutional Approval TORA User Guide How to Submit an Application on TORA for Institutional Approval Contents User Guide Objectives... 1 Logging in to TORA... 1 Menu Pages View... 3 Completing the Form... 3 Tab 1: Project

More information

MASSAid School User Guide. Table of Contents

MASSAid School User Guide. Table of Contents Table of Contents Introduction... 1 1 System Requirements... 1 1.1 Operating Systems... 1 1.2 Hardware and Software... 1 2 System Users... 2 2.1 School User Roles... 2 3 Login and Account Management...

More information

Soldier Quick Start Training Course Enrollment Guide

Soldier Quick Start Training Course Enrollment Guide Soldier Quick Start Training Course Enrollment Guide General Information This step-by-step Course Enrollment Guide includes the following topics to assist you with enrolling in classes through GoArmyEd

More information

Kansas University Medical Center ecrt Department Administrator Training. June 2008

Kansas University Medical Center ecrt Department Administrator Training. June 2008 Kansas University Medical Center ecrt Department Administrator Training June 2008 KUMC Process Timeline Effort Reporting Period 3 Week Pre-Review Period 3 Week Certification Period Post Certification Period

More information

Job Aid. ESS Travel Request by Privately Owned Vehicle (POV)

Job Aid. ESS Travel Request by Privately Owned Vehicle (POV) ESS Travel Request by Privately Owned Vehicle Table of Contents Overview... 3 Objectives... 3 Enterprise Roles... 3 Create Travel Request by POV... 3 Fill in the General Data Page... 6 Fill in the Additional

More information

Welcome to the Grants Processing Course

Welcome to the Grants Processing Course Welcome to the Grants Processing Course Monday, February 04, 2013 1 May 22, 2013 1 Introduction Instructor Instructor Welcome and Introductions Logistics Ground Rules Course Objectives Course Content Monday,

More information

Proposal Summary Review

Proposal Summary Review Proposal Summary Review Proposal detail information is available to provide approvers and others with details and print access on the Summary page, reducing the need to navigate to the proposal record

More information

CAREERTECH INFORMATION MANAGEMENT SYSTEM (CTIMS) EDI PROCESS GUIDEBOOK IMD

CAREERTECH INFORMATION MANAGEMENT SYSTEM (CTIMS) EDI PROCESS GUIDEBOOK IMD CAREERTECH INFORMATION MANAGEMENT SYSTEM (CTIMS) EDI PROCESS GUIDEBOOK IMD June 27, 2017 Revised January 5, 2018 Table of Contents Logging in to CTIMS... 1 Help and Troubleshooting... 2 Roles... 4 Starting

More information

Development Coeus Premium. Proposal Development

Development Coeus Premium. Proposal Development Development Coeus Premium Proposal Development Exercise Guide Day 1 [Type the company name] IS&T Training Coeus Premium: Proposal Development - Page 2 - Coeus Premium 4.3.2 Coeus Premium : Proposal Development

More information

Office of Clinical Research. CTMS Reference Guide Patient Entry & Visit Tracking

Office of Clinical Research. CTMS Reference Guide Patient Entry & Visit Tracking Se Office of Clinical Research CTMS Reference Guide Patient Entry & Visit Tracking Table of Contents Logging into CTMS... 3 Search and Recruitment / Quick Search... 4 How to Configure Quick Search Fields...

More information

New Jersey Department of Community Affairs Grant Application Instructions

New Jersey Department of Community Affairs Grant Application Instructions New Jersey Department of Community Affairs Grant Application Instructions Before you get started, make sure that Your Agency Information is up-to-date, including your Board of Directors list, if applicable

More information

Post-Production, Visual Effects and Digital Animation Grant GUIDE TO APPLICATION SUBMISSION

Post-Production, Visual Effects and Digital Animation Grant GUIDE TO APPLICATION SUBMISSION Post-Production, Visual Effects and Digital Animation Grant GUIDE TO APPLICATION SUBMISSION Introduction This guide will assist Post-Production, Visual Effects and Digital Animation Grant (PPG) applicants

More information

JROTC Unit Management System (JUMS) User Guide

JROTC Unit Management System (JUMS) User Guide JROTC Unit Management System (JUMS) User Guide 15 AUG 2017 Summary of Changes JUMS User Guide This revision dated 15 August 2017 contains the listed upgrades incorporated in the application applied in

More information

Reimbursement for National Certification in a Clinical Specialty

Reimbursement for National Certification in a Clinical Specialty California Nurses Association Represented Registered Nurse / Nurse Practitioner Reimbursement for National Certification in a Clinical Specialty Kaiser Permanente Northern California Revised 2/2/17 National

More information

Using PowerChart: Organizer View

Using PowerChart: Organizer View Slide Agenda Caption 3 1. Finding and logging into PowerChart 2. The Millennium Message Box 3. Toolbar Basics 4. The Organizer Toolbar 5. The Actions Toolbar 4 6. The Links toolbar 7. Patient Search Options

More information

Soarian Clinicals View Only

Soarian Clinicals View Only Soarian Clinicals View Only Participant Guide Table of Contents 1. Welcome!... 5 Course Description... 5 Learning Objectives... 5 What to Expect... 5 Evaluation... 5 Agenda... 5 2. Getting Started... 6

More information

Preventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17

Preventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17 Preventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17 Objective: Use clinically relevant information to identify patients who should receive reminders for preventive/followup care and send

More information

Applicant Reviewer Quick Guide

Applicant Reviewer Quick Guide Applicant Reviewer Quick Guide Creating a Hiring Proposal January 22, 2016 Contents Applicant Reviewer... 3 Logging In... 3 Changing User Groups... 3 Viewing Postings... 4 Viewing Applicants... 4 Hiring

More information

Quick Reference Card Basic

Quick Reference Card Basic Process: Use this procedure to post mid-term or final grades via the myuk portal All students MUST be assigned a grade in the final grading period BEFORE the grade roster may be submitted to the Registrar

More information

Travel Annual Training Foreign Travel

Travel Annual Training Foreign Travel Travel Annual Training 2017 Foreign Travel April 28, 2017 FOREIGN TRAVEL TRAINING AGENDA Federal Travel Management System (FTMS) Personal Days FTMS General Information State Department Requirement Electronic

More information

Faculty-Led Study Abroad Application Manual for Faculty and Staff. Version /15/15. 1 P a g e

Faculty-Led Study Abroad Application Manual for Faculty and Staff. Version /15/15. 1 P a g e Faculty-Led Study Abroad Application Manual for Faculty and Staff Version 3.1 09/15/15 1 P a g e Contents Faculty-Led Study Abroad application overview... 3 How to gain access to the application... 3 Things

More information

How to Document Unmade Visits

How to Document Unmade Visits What is an Unmade Visit? A visit is considered an unmade visit when it is not made and cannot be made up within the Medicare week. Consequently, the patient s ordered visit frequency is not met for that

More information

A Guide to GSG Travel Grant Reimbursement

A Guide to GSG Travel Grant Reimbursement Graduate Student Government A Guide to GSG Travel Grant Reimbursement What materials do you need? 1. Receipts of your purchases. Please try to have as many of the receipts as possible. 2. Travel Grant

More information

BI Financial Report to Donors (in USD) Table of Contents

BI Financial Report to Donors (in USD) Table of Contents Table of Contents Overview... 2 Objectives... 4 Chapter 1: Setting up Selection Criteria... 5 1.1 Navigation... 5 1.2 Prompts First Level of Filtering... 6 1.3 Input Controls Second Level of Filtering...

More information

Genentech Corporate Giving and Grants Tip Sheet Philanthropic Charitable Support

Genentech Corporate Giving and Grants Tip Sheet Philanthropic Charitable Support Genentech Corporate Giving and Grants Philanthropic Charitable Support Table of Contents What is Philanthropic Charitable Support... 2 Checklist..... 2 I. Log in... 3 II. Organization Registration (one

More information

Defense Travel Management Office. Defense Travel System. Invitational Travel Procedures Guide

Defense Travel Management Office. Defense Travel System. Invitational Travel Procedures Guide Defense Travel Management Office Defense Travel System Invitational Travel Procedures Guide February 16, 2018 Table of Contents 1 Introduction... 4 2 Invitational Travel Authorization (ITA)... 5 2.1 Create

More information