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PPS Responsibilities

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					PPS Update & PAN Access
       Training
What You’ll Get From This Training Series


           a Ability to Set-up and Maintain Your
           Department’s Access to UCSD Core Computer
           Systems Through AccessLink TNG

           a Ability to Set-up and Maintain Your
           Department’s IFIS Approval Hierarchies
           Supporting it’s Ability to Transact Financially


  aAbility Ability to Set-up and Maintain Your
        a to Set-up and Maintain Your
        Department’s PAN Reviewers within PPS
  Department’s PAN Reviewers within PPS
           PPS Roles of Departmental Employees


Departmental Contact Person
• Key PPS resource person


Transaction preparer/user
• Updates Employee Data Base (EDB)


Transaction Reviewer
• Mandatory - reviews PANs in a timely manner (payroll division
  recommends within 48 hours)
• Non-mandatory - receives PANs, but not required to review them
• Backup - reviews PANs in mandatory reviewers absence
                  What’s Involved in PPS Access?
   • Employees complete PPS training
   • ACT sets up PPS Inquiry or Update access
   • DSA sets up PAN reviewer access




            PPS
     Employee Data Base
     (EDB) divided into
      Home Depts/Units           ACT assigns home dept.
                    0275           0275 access to DSA
                                  at DSA appointment
                                       DSA assigns
                                PAN access to PPS clients
DSA’s can only assign              of home dept. 0275
access to home dept(s)            PPS clients can receive
   they can access               PANs for home dept. 0275
                      What is a PAN?
              (Post-Authorization Notification)
                                                    Receives PAN in
 System records date and                              PPS system
time opened and reviewed                                & Web
                                May receive               or
                                extra PAN in             Email
    Receives official               Email
PAN in PPS System & Web           (optional)
                                                    Non-mandatory
                                                       reviewer
  Mandatory reviewer                                 OPTIONAL
     REQUIRED


                       System updates EDB
                        and generates PAN


                  Transaction preparer enters
              updates in Employee Data Base (EDB)
 Setting up, Updating and Deleting PPS Departmental Access
             Dept. Mgmt.

       Complete PPS instructions

DSA reviews: Does client have PPS function          User self-registers
                                             NO
 access? (Inquiry Only,Update or Review)          DSA initiates access TNG

                  YES

    Payroll sets up, updates or deletes           User completes training
    home dept. access (EDSA screen)

           Is client a reviewer?              NO
                  YES

    DSA sets up, updates or deletes
  PAN routing template (DENT screen)

     Returns instructions to originator
As a DSA, you should log on to PPS at
least once every month in order to keep
your PPS account active at UCOP
where the PPS system resides.
                      What is a PAN?
              (Post-Authorization Notification)
                                                    Receives PAN in
 System records date and                              PPS system
time opened and reviewed                                & Web
                                May receive               or
                                extra PAN in             Email
    Receives official               Email
PAN in PPS System & Web           (optional)
                                                    Non-mandatory
                                                       reviewer
  Mandatory reviewer                                 OPTIONAL
     REQUIRED


                       System updates EDB
                        and generates PAN


                  Transaction preparer enters
              updates in Employee Data Base (EDB)
        Mandatory Reviewers
• Every department must have at least one
  Mandatory Reviewer.
• A Mandatory Reviewer can add appointments into
  PPS. What they can’t do is be a Mandatory
  Reviewer for themselves. If they are the only
  Mandatory Reviewer listed for their department
  the system will think there is no Mandatory
  Reviewer.
• When choosing an additional Mandatory
  Reviewer for your department, keep in mind the
  University policy. You cannot have a Mandatory
  Reviewer subordinate to the person entering the
  action.
PAN Reviewer
Worksheet
Web PAN




          Click Here for
             WEB PAN
Web PAN
Web PAN
EDSA
Terminating a user ID with either inquiry or update PPS



Delete PPS PAN routing templates (DENT screen) while
you still have control. Once an individual has left the
department and the central Payroll security database has
been updated to reflect the person's new department or to
reflect a separation from UCSD, your ability to change
the information is lost.

Payroll will enter (or delete) anyone that the DSA doesn’t
have access to. DSA must submit a copy of the rejection
screen attempt.

				
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posted:9/22/2011
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