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Employee Manual Samples - Excel

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					User Setup   Add      Modify        Delete



Name



Name               (860) 999-8787
CO-1092 Revised 05/01/2008                  Core-CT
                               Application Security Request Form
                                           Financials / HRMS / EPM
GENERAL INSTRUCTIONS: Sections 1 - 4 on page 1 are mandatory. Complete all required information. Select the
roles that pertain to the tasks the user will be performing. Reference the Core-CT Combined Financials Role Assessment
Handbook for Role definitions. Some Roles require additional information and are indicated by **.
Complete the required additional role information on the Financials Appendix page if any of these roles have been selected.
The Agency Authorization (Sec. 4 - Pg. 1) should be the division / unit head. The Agency Security Liaison reviews
the form for accuracy and completion before signing off. The form should be faxed to CoreCT.security@ct.gov at
Fax # 860 622-2611. To meet audit requirements the original CO-1092 forms with Agency Authorized
Signatures must be kept on file at the agency.

1. Access Description                                           User Transferred from:
                                                                User Transferred to:
User Setup:             Add           Modify         Delete     User left State Service:

Application:            Financials                   HRMS                 EPM           EPM SuperUser

                                      NAME CHANGE ONLY

2. Employee Information

Employee Name                                                   Employee Number

Agency Name                                                     Phone Number

Agency Address                                                  Fax Number

                                                                User ID

E-Mail Address

3. Agency Security Liaison - Submitting Liaison must fill out this section; sign and date below

Name                                                            Phone Number
                        Print Name
Fax Number                                                      E-Mail Address

Liaison Signature                                                                       Date

4. Authorized Agency Signatures
       Print Name                                                                 Phone #
       Signature                                                                        Date

5. CORE-CT USE ONLY
Authorized OSC/APD Signature                                                            Date

Authorized OSC/BFA Signature                                                            Date

Authorized OSC/FPD Signature                                                            Date

Authorized Core-CT Projects Signature                                                   Date

Authorized Core-CT Contracts Signature                                                  Date

        Vers.1                                                  2                                               7/7/2010
Core-CT Financials Roles                                              Employee Name:

Add Business Units:

Remove Business Units:

Check all the roles for which the user should be authorized by checking "Add" or if deleting access, checking "Delete".

General Ledger (GL) Module

Agency General Ledger

Add      Delete     Role
                    Agency Allocation Processor
                    Agency GL Approver
                    Agency GL Reviewer
                    Agency GL Systems Technical Resource
                    Fiscal Administrative Reviewer

Central General Ledger (Central Agencies' Use Only)

Add      Delete     Role
                    Central GL Approver
                    Central GL Reviewer
                    Central GL Systems Technical Resource
                    Central GL Report Maker
                    Executive Financial Officer - OPM




Accounts Receivable/Billing (AR/BI) Modules

Agency Accounts Receivable/Billing

Add      Delete     Role
                    Agency AR Configurator
                    Agency Manual Reconciliation Processor (DMV LOCKBOX ONLY)
                    Receivable Viewer (AR Viewer / Report Maker)
                    Receivable Processor>>>>>>>                     Ability to Write Off Amounts
                    Receivable Processor DRS (DRS ONLY)             (If YES place "X" in Box)
                    Receivable Processor Manual (DEP DMV DOL DOT TRB ONLY)
                    Billing Processor
                    Billing Processor DOC (DOC ONLY)
                    Billing Viewer (Billing Viewer / Report Maker)

Central Accounts Receivable (Central Agencies' Use Only)

Add      Delete     Role
                    Central AR Configurator
                    Central AR Systems Technical Resource
                    Central Reconciliation Supervisor (OSC & OTT ONLY)


       Vers.1                                                  3                                                7/7/2010
Purchasing (PO) Module                                         Employee Name:



                                        Agency Purchasing

Add     Delete   Role                                    Add     Delete    Role
                 Cancel Purchase Orders                                    Purchase Order Closer
                 Cancel Requisitions                                       Purchasing Error Processor
                 Casual Receiver                                           Purchasing Module Report Maker
                 Contract Approver                                         Purchasing Module Viewer
                 Contract Closer                                           Receiving Inspector
                 Contract Creator                                          **Requester
                 Contract Holder                                           **Requisition Amount Approver 1
                 Delete Requisitions                                       **Requisition Amount Approver 2
                 **General Buyer                                           **Requisition Amount Approver 3
                 General Receiver                                          **Requisition Amount Approver 4
                 **Program Buyer                                           **Requisition Budget Approver
                 **Purchase Order Amount Approver 1                        Requisition Closer
                 **Purchase Order Amount Approver 2                        **Requisition Purchasing Approver
                 **Purchase Order Budget Approver                          Catalog Viewer




      **Complete Financials Appendix - Required Information!!



                         Central Purchasing (Central Agencies' Use Only)


Add     Delete   Role                                    Add     Delete    Role
                 Catalog Administrator                                     Partner
                 Central PO Configurator                                   Partner Administrator
                 Central PO Systems Technical Resource                     Partner Analyst
                 Central Vendor Approver                                   Partner Catalog Manager
                 Central Vendor Processor                                  Partner Manager
                 Corporate Template Creator                                Partner Service Approver
                 Enterprise Catalog Manager                                Purchasing Interface Processor
                 Item Approver                                             Taxonomy Manager
                 Item Corrector




       Vers.1                                            4                                            7/7/2010
Accounts Payable (AP) Module                                  Employee Name:



Agency Accounts Payable

Add     Delete   Role
                 Accounts Payable Reviewer
                 **Adjustment Voucher Processor
                 Agency AP Systems Technical Resource
                 **Alternate Approver
                 AP Report Maker
                 Budget Check Processor
                 Interface Error Handler-DRS & TREASURER
                 **Journal Voucher Processor
                 Match Processor
                 Template Voucher Processor
                 **Voucher Approver
                 **Voucher Build Processor
                 Voucher Maintenance Processor
                 **Voucher Processor
                 Voucher Viewer


      **Complete Financials Appendix - Required Information!!


Central Accounts Payable (Central Agencies' Use Only)

Add     Delete   Role
                 Central 1099 Processor
                 Central AP Viewer
                 Central Archiver
                 Central AP Configurator
                 Central AP Systems Technical Resource
                 Central Express Check Processor
                 Central Offset Processor - OSC & DRS
                 Central Check Administrator Processor (OSC, OTT ONLY)
                 Central Pay Cycle Approver - OTT
                 Central Payment Handler - OSC
                 Central Payment Report Inquirer
                 Central Payment Reviewer
                 Central Payment Warrant Report Processor




       Vers.1                                           5                      7/7/2010
Asset Management (AM) Module                                   Employee Name:

Agency Asset Management

Add    Delete   Role
                Agency Asset Processor
                        1. EPM acccess will be automatically given
                Agency Financial Asset Processor
                        1. Agency Asset Processor role will be automatically given
                        2. EPM acccess will be automatically given
                Agency Asset Viewer / Report Maker




                              Central Asset Management (Central Agencies' Use Only)

Add    Delete   Role
                Central Asset Processor - OSC Only



Inventory Management (IN) Module

Add Inventory Business Units:

Remove Inventory Business Units:


Agency Inventory Management

Add    Delete   Role
                Agency Inventory Processor - EPM access will be automatically given
                Agency Inventory Reviewer
                Agency Inventory Adjuster
                Agency Inventory MSR Creator
                Agency Inventory MSR Processor
                Agency Inventory MSR Approver
                Agency Inventory Express Issuer
                Agency Inventory Financial Processor - EPM access will be automatically given




                              Central Inventory Management (Central Agencies' Use Only)

Add    Delete   Role
                Central Inventory Financial Processor - OSC Only - EPM access will be automatically given




      Vers.1                                             6                                             7/7/2010
                                                             Employee Name:
Customer Contracts (CA) Module

Agency Customer Contracts

Add     Delete   Role
                 CT Agy CA Change Bill Status
                 CT Agy CA DOT FHWA Billing
                 CT Agy CA DOT Processor
                 CT Agy CA Processor
                 CT Agy CA Viewer / Report Maker




Project Costing (PC) Module

Agency Project Costing

Add     Delete   Role
                 CT Agy PC Asset Specialist
                 CT Agy PC Configurator
                 CT Agy PC DOT Configuration
                 CT Agy PC DOT Division Head
                 CT Agy PC DOT Financial Administrator
                 CT Agy PC DOT Page
                 CT Agy PC DOT Planning Director
                 CT Agy PC DOT Project Manager
                 CT Agy PC DOT Project Specialist
                 CT Agy PC DOT Unit Head
                 CT Agy PC DOT Viewer / Report Maker
                 CT Agy PC Processor
                 CT Agy PC Upload
                 CT Agy PC Viewer / Report Maker
                 CT Agy PC Tree Viewer




Cross Functional

Add     Delete   Role
                 Agency Financials Security Liaison
                 Agency Vendor Viewer
                 Auditor Of Public Accounts Viewer
                 Auditor Of Public Accounts Technical Viewer
                 Central Bank Reconciliation Analyst - AR / AP
                 Speedchart Maintainer
                 Vendor Report Maker
                 Agency One Time Vendor Processor (One Time Vendor Interface Processing Only)
                 Agency One Time Vendor Approver (One Time Vendor Interface Processing Only)




      Vers.1                                             7                                      7/7/2010
                                                              Employee Name:
Financials Appendix - Required Additional Role Information

General Buyer           OR              Program Buyer

         Ship To Location                               Department         Origin

Buyers Authorized (on behalf of):



Purchase Order Amount Approver 1

Business Units:

Add Origins:

Remove Origins:

Purchase Order Amount Approver 2

Business Units:

Add Origins:

Remove Origins:

Purchase Order Budget Approver

Business Units:

Add Origins:

Remove Origins:

Requester
        Ship To Location                                Department         Origin

Requesters Authorized (on behalf of):



Requisition Amount Approver 1

Business Units:

Add Origins:

Remove Origins:

Requisition Amount Approver 2

Business Units:

Add Origins:

Remove Origins:
      Vers.1                                            8                           7/7/2010
                                      Employee Name:
Requisition Amount Approver 3
Business Units:

Add Origins:

Remove Origins:

Requisition Amount Approver 4

Business Units:

Add Origins:

Remove Origins:

Requisition Budget Approver

Business Units:

Add Origins:

Remove Origins:

Requisition Purchasing Approver

Business Units:

Add Origins:

Remove Origins:

Alternate Approver

Business Units:

Add Origins:

Remove Origins:

P-Card Coordinator

Add AP Origin:

Remove AP Origin:

Adjustment Voucher Processor

Add AP Origin:

Remove AP Origin:

Journal Voucher Processor

Add AP Origin:

Remove AP Origin:
       Vers.1                     9                    7/7/2010
                               Employee Name:
Voucher Build Processor

Add AP Origin:

Remove AP Origin:

Voucher Processor

Add AP Origin:

Remove AP Origin:

Voucher Approver

Business Units:

Add AP Origins:

Remove AP Origins:




       Vers.1             10                    7/7/2010
Core-CT HRMS Roles                                                    Employee Name:



Check all the roles for which the user should be authorized by checking "Add" or if deleting access, checking "Delete".


Add Departments



Remove Departments




Benefits - Agency Users

Add      Delete     Role
                    Agency Benefits - Specialists
                    Agency Benefits - Specialist (Benefits Billing)
                    Agency Benefits - Viewer
                    Agency Benefits - Benefits Billing Viewer


Benefits - Central Users

Add      Delete     Role
                    Central Benefits - Administrator
                    Central Benefits - Clerical Specialist
                    Central Benefits - Query Generator
                    Central Benefits - Report Generator
                    Central Benefits - Report Viewer
                    Central Benefits - Viewer


Human Resources - Agency Users

Add      Delete     Role
                    Agency HR - Budget Specialist, Position Approver
                    Agency HR - Hiring Manager
                    Agency HR - Job Code Viewer
                    Agency HR - Personnel Administrator, Position Approver
                    Agency HR - Positions Specialist
                    Agency HR - Configuration Positions Specialist Judicial
                    Agency HR - Positions Viewer
                    Recruitment Specialist
                    Agency HR - Regulatory Requirements Specialist
                    Agency HR - Regulatory Requirements Viewer
                    Agency HR - Report Generator
                    Agency HR - Specialist
                    Agency HR - Viewer
                    Agency HR - Workers' Compensation Specialist
                    Agency HR - Workers' Compensation Viewer




       Vers.1                                                    11                                             7/7/2010
                                                                Employee Name:

Human Resources - Central Users

Add    Delete   Role
                Central HR - ClassificationSpecialist
                Central HR - Classification Viewer
                Central HR - Configuration Maintainer
                Central HR - Examination Unit
                Central HR - Position Approver
                Central HR - Positions Viewer
                Central HR - Query Generator
                Central HR - Recruitment Specialist
                Central HR - Recruitment Viewer
                Central HR - Reemployment / SEBAC Unit
                Regulatory Requirements Specialist
                Central HR - Report Generator
                Central HR - Report Viewer
                Central HR - Salary Specialist
                Central HR - Specialist
                Central HR - Viewer
                Central HR - Workers' Compensation Manager
                Central HR - Workers' Compensation Specialist
                Central OPM - Budget Specialist
                Central OPM - Positions Approver
                Central OPM - Positions Viewer
                Central OPM - Refill Specialist
                TPA - Workers' Compensation Specialist


Payroll - Agency Users

Add    Delete   Role
                Agency Payroll - Report Generator
                Agency Payroll - Specialist
                Agency Payroll - Viewer

Payroll Central Users

Add    Delete   Role
                Central Payroll - Configuration Maintainer
                Central Payroll - Financials Integration Processor
                Central Payroll - Garnishment Processor
                Central Payroll - Off Cycle Processor
                Central Payroll - On-line Check and Reprint Processor
                Central Payroll - Paysheet Processor
                Central Payroll - Payroll Specialist
                Central Payroll - Query Generator
                Central Payroll - Report Generator
                Central Payroll - Report Generator Non OSC
                Central Payroll - Report Viewer
                Central Payroll - Reversal / Adjustment Processor
                Central Payroll - Supervisor
                Central Payroll - Tax Processor
                Central Payroll - Viewer OSC Central Payroll Division Only
                Central Payroll - Year End Processor
                Central Payroll - Retirement Processor

      Vers.1                                             12                      7/7/2010
                                                                 Employee Name:
Time and Labor - Agency Users

Add    Delete   Role
                Agency Time and Labor - Time Reporter      (Self Service Agencies Only)
                **Agency Time and Labor - Approver         (Self Service Agencies Only)
                Agency Time and Labor - Leave Plan Specialist
                Agency Time and Labor - Report Generator
                **Agency Time and Labor - Timekeeper
                **Agency Time and Labor - Timekeeper Specialist
                Agency Limited Time Entry
                Agency Time and Labor - Specialist
                Agency Time and Labor - Viewer

**Add Time and Labor Groups



**Remove Time and Labor Groups




Time and Labor - Central Users

Add    Delete   Role
                Central Time and Labor - Leave Plan Specialist
                Central Time and Labor - Query Generator
                Central Time and Labor - Report Generator
                Central Time and Labor - Report Viewer
                Central Time and Labor - Rules Specialist
                Central Time and Labor - Schedule Specialist
                Central Time and Labor - Specialist
                Central Time and Labor - Viewer

Other - Agency Users

Add    Delete   Role
                Agency HRMS Security Liaison
                HRMS Auditors of Public Accounts Viewer
                Agency Training Registration User




      Vers.1                                              13                              7/7/2010

				
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Description: Employee Manual Samples document sample