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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