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TAPS Training

About TAPS. Mainframe transaction which displays ISU personnel and payroll informationAvailable weekdays from 8:00-4:30 p.m. May be down without notice for periodic maintenance and nightly production runs Houses two fiscal years of information . Benefits of Using TAPS. Don't have to request a P

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TAPS Training

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    1. TAPS Training Presented by: Human Resources Michelle Bohm Kathi Hamilton Melanie Schaafsma

    2. About TAPS Mainframe transaction which displays ISU personnel and payroll information Available weekdays from 8:00-4:30 p.m. May be down without notice for periodic maintenance and nightly production runs Houses two fiscal years of information

    3. Benefits of Using TAPS Don’t have to request a PAF from HR Access to the most current information Self-service: Ability to check appointment information, including salary, I-9 date, account and position numbers Inquiry only access means you can’t damage the data or the system

    4. Obtaining Authorization to TAPS Download forms from the HR web site: ISI On-line Payroll/Personnel System Access Authorization (PERS 902) Code of Responsibility for Security and Confidentiality of Data Signon Profile Update Request for Transactions

    5. Obtaining Authorization to TAPS Send completed and signed forms to the TAPS Administrator, Kathi Hamilton: Fax: 438-3649 Mail: Campus Box 1300 Hand deliver: 101 Nelson Smith Building Questions call: 438-2931

    6. Obtaining Authorization to TAPS Upon receiving TAPS authorization, the TAPS Administrator will email you an assigned Operator Number. You can now access TAPS to view personnel data for your department.

    7. Changing your TAPS Password You will be prompted to change your password every 60 days You are allowed three attempts to successfully change your password If message “Operator Security Record Disabled” displays, contact the TAPS Administrator to have your access re-set

    8. Changing your TAPS Password Follow criteria below to create password: Minimum length is five alphanumeric characters First five characters cannot be blank Maximum length is eight alphanumeric characters

    9. Changing your TAPS Password Your password cannot be: Your operator or department number Any of your last three passwords Too similar to a prior password All numbers In a date, SSN, or phone number format

    10. TAPS Data Elements Each screen in TAPS contains specific values that are stored in TAPS for an employee For data element terms and values, see the PAF Glossary on the HR web site

    11. Signing onto TAPS *For mainframe help, view the tutorial at: www.sys.ilstu.edu/docs/vtam.html Sign onto the ISU-MVS mainframe. The Session Selection menu displays. NOTE: At the beginning of January 2007, AIS completed a mainframe upgrade. If you have questions regarding the upgrade or experience issues, check out the tutorial on AIS’ web site at: www.sys.ilstu.edu/docs/vtam.htmlNOTE: At the beginning of January 2007, AIS completed a mainframe upgrade. If you have questions regarding the upgrade or experience issues, check out the tutorial on AIS’ web site at: www.sys.ilstu.edu/docs/vtam.html

    12. Signing onto TAPS In the Application List, type the ID number for CICS Production. Press PAUSE/BREAK to clear the screen.

    13. Signing onto TAPS Type TAPS in the upper left-hand corner, and then press ENTER. A screen displays requesting your Operator Number, Password, and the Function you want to perform.

    14. Signing onto TAPS Type your Operator Number, Password, and Function 04 to view payroll records. Press ENTER. The Personnel Records Menu displays.

    15. Viewing Personnel Records in TAPS From the Personnel Records Menu: In the TRANS field, type the transaction number for the screen you want to display.

    16. Viewing Personnel Records in TAPS

    17. Viewing Personnel Records in TAPS In the ID field, type the individual’s 9-digit UID number. If you are selecting transaction 004, APPOINTMENT DATA, then enter the APPT #.

    18. Viewing Personnel Records in TAPS Press ENTER. The transaction information you requested displays.

    19. 000–Personnel Records Menu On the Personnel Records Menu, type the function number for the personnel/payroll information you want to update or view. INTERRUPT? Displays on the bottom, left corner of TAPS To perform an action, type one of the following codes, and then press ENTER: SO: To sign-off TAPS CF: To return to the main TAPS menu ERROR MSG LINE If an error has occurred, an error message will display on the next to last line on the screen to notify the user of the error that has occurred. On the Personnel Records Menu, type the function number for the personnel/payroll information you want to update or view. INTERRUPT? Displays on the bottom, left corner of TAPS To perform an action, type one of the following codes, and then press ENTER: SO: To sign-off TAPS CF: To return to the main TAPS menu ERROR MSG LINE If an error has occurred, an error message will display on the next to last line on the screen to notify the user of the error that has occurred.

    20. 003–Demographic Data On the Demographic Data screen, you can view personnel information including: UID Name Citizenship Type I-9 Work Authorization Date Current Status (Active or Terminated) Original and Continuing Employment Dates Separation Data Benefit DataOn the Demographic Data screen, you can view personnel information including: UID NameCitizenship Type I-9 Work Authorization Date Current Status (Active or Terminated) Original and Continuing Employment Dates Separation Data Benefit Data

    21. 004–Appointment Data The APPT # corresponds to a specific appointment segment available on the database for the individual. If you are uncertain as to which appointment to view, type 01. In the AVAIL field, all available appointments (up to 12) display. If the error message INVALID JOB NUMBER REQUESTED displays, then either the number typed into the APPT # field was not numeric, the number typed was not in the range of 01 to 12, or the person does not have an appointment under that number. On the Appointment Data screen, you can view personnel information including: Appointment Begin and End Dates Monthly Salary/Pay Rate Appointment FTE Payroll Account Number Position Number Appointment Type (GA, Faculty, Staff, etc.) First and last month percentages of pay Appointment Months Job Class Rank Department (if in a ranked position) The APPT # corresponds to a specific appointment segment available on the database for the individual. If you are uncertain as to which appointment to view, type 01. In the AVAIL field, all available appointments (up to 12) display. If the error message INVALID JOB NUMBER REQUESTED displays, then either the number typed into the APPT # field was not numeric, the number typed was not in the range of 01 to 12, or the person does not have an appointment under that number. On the Appointment Data screen, you can view personnel information including: Appointment Begin and End Dates Monthly Salary/Pay Rate Appointment FTE Payroll Account Number Position Number Appointment Type (GA, Faculty, Staff, etc.) First and last month percentages of pay Appointment Months Job Class Rank Department (if in a ranked position)

    22. 005–Secondary Data On the Secondary Data screen, you can view personnel information including: Degree Type (will be highest degree attained) Degree Year Tenure Year (if tenured) Fice Code (Show web site to look up fice codes) On the Secondary Data screen, you can view personnel information including: Degree Type (will be highest degree attained) Degree Year Tenure Year (if tenured) Fice Code (Show web site to look up fice codes)

    23. 030–Name Search This transaction provides an alphabetical index of all employees and students in the University Demographic File. Its primary use is to find the UID number for entry onto transactions. Performing a Name Search In the TRANS field, type 030, and then press ENTER. In the NAME field, type all or part of the individual’s name in the following order: Last Name (space) First Name (space) Middle Name or Initial, and then press ENTER. The index search begins at the first name, satisfying the entry in the NAME field. If no name satisfying the entry is found, the search begins at the first subsequent name. Example: An entry of XZZ would return names beginning with Y. The index pulls the official name from the University Demographic file and will not identify the appropriate name if a nickname is entered. Example: If SMITH TOM is requested but the individual's official name is SMITH THOMAS the index will skip over the correct entry because TO comes after TH. The screen displays the first 15 names (alphabetically equal to or greater than the name entered) and the UID number corresponding to each name. STAT = Status: A –An active employee T – An employee that is either inactive or will be in the future, i.e., “officially known” retirements, resignations, or terminations X - UID number has been changed or corrected EMPL TYPE = Individual’s employment type: F - Faculty G - Graduate Assistant L - Faculty Associate at laboratory school N - Student Worker P - Administrative/Professional S - Civil Service DEPT = Delivery point where the individual receives campus mail Viewing Personnel Record Information from the Name Search Screen From the Name Search results, tab to the name for which you want to view personnel information. Type X next to the name. Tab to the TRANS field, and then type the transaction number for the information you want to view, e.g., 003, 004, 005, etc. Press ENTER. The transaction information you requested displays. This transaction provides an alphabetical index of all employees and students in the University Demographic File. Its primary use is to find the UID number for entry onto transactions. Performing a Name Search In the TRANS field, type 030, and then press ENTER. In the NAME field, type all or part of the individual’s name in the following order: Last Name (space) First Name (space) Middle Name or Initial, and then press ENTER. The index search begins at the first name, satisfying the entry in the NAME field. If no name satisfying the entry is found, the search begins at the first subsequent name. Example: An entry of XZZ would return names beginning with Y. The index pulls the official name from the University Demographic file and will not identify the appropriate name if a nickname is entered. Example: If SMITH TOM is requested but the individual's official name is SMITH THOMAS the index will skip over the correct entry because TO comes after TH. The screen displays the first 15 names (alphabetically equal to or greater than the name entered) and the UID number corresponding to each name. STAT = Status: A –An active employee T – An employee that is either inactive or will be in the future, i.e., “officially known” retirements, resignations, or terminations X - UID number has been changed or corrected EMPL TYPE = Individual’s employment type: F - Faculty G - Graduate Assistant L - Faculty Associate at laboratory school N - Student Worker P - Administrative/Professional S - Civil Service DEPT = Delivery point where the individual receives campus mail Viewing Personnel Record Information from the Name Search Screen From the Name Search results, tab to the name for which you want to view personnel information. Type X next to the name. Tab to the TRANS field, and then type the transaction number for the information you want to view, e.g., 003, 004, 005, etc. Press ENTER. The transaction information you requested displays.

    24. Printing a Screen in TAPS To print a screen in TAPS either: On the QWS3270 menu, select Print Screen. –OR– On the toolbar, click the Print Screen icon.

    25. Signing Off TAPS In the TRANS field, type 000, and then press ENTER. The Personnel Records Menu screen displays. In the INTERRUPT? field, type SO, and then press ENTER. You are disconnected from TAPS when the message THIS TERMINAL IS AVAILABLE FOR USE displays. NOTE: Clearing your screen or clicking [x] in the upper right-hand corner does NOT disconnect the operator from TAPS. You must follow the TAPS sign-off procedure. Correcting the MULTIPLE SIGNON NOT ALLOWED Error Message The TAPS security module will not allow multiple sign-ons for an operator. Failing to properly sign-off will result in the message MUTIPLE SIGNON NOT ALLOWED when you next attempt to access TAPS. If you attempt to sign onto TAPS three times without signing off, you will be disabled from TAPS and must contact the TAPS Administrator at 8-2931 to have your access re-set. If you receive this error message, complete the following to properly sign-off TAPS: Sign onto TAPS. Type your Operator Number and Password in the corresponding fields. In the INTERRUPT? field, type SO, and then press ENTER. The message THIS TERMINAL IS AVAILABLE FOR USE displays. Press the PAUSE/BREAK button to clear the screen. Sign onto TAPS again with your Operator Number, Password, and Function number. You can now access TAPS. NOTE: Clearing your screen or clicking [x] in the upper right-hand corner does NOT disconnect the operator from TAPS. You must follow the TAPS sign-off procedure. Correcting the MULTIPLE SIGNON NOT ALLOWED Error Message The TAPS security module will not allow multiple sign-ons for an operator. Failing to properly sign-off will result in the message MUTIPLE SIGNON NOT ALLOWED when you next attempt to access TAPS. If you attempt to sign onto TAPS three times without signing off, you will be disabled from TAPS and must contact the TAPS Administrator at 8-2931 to have your access re-set. If you receive this error message, complete the following to properly sign-off TAPS: Sign onto TAPS. Type your Operator Number and Password in the corresponding fields. In the INTERRUPT? field, type SO, and then press ENTER.The message THIS TERMINAL IS AVAILABLE FOR USE displays. Press the PAUSE/BREAK button to clear the screen. Sign onto TAPS again with your Operator Number, Password, and Function number. You can now access TAPS.

    26. Review Example TAPS Screen Prints Adding an Appointment Changing Monthly Rate and PCT Changing Account and Position Number Terminating an Appointment Changing a Delivery Point

    27. Resources and Help

    28. Thank you for attending today! Please complete the evaluation form located in your folder and return to HR, Campus Box 1300.

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