eSWT Online Salary/Wage Transfer Request System

1. eSWT Online Salary/Wage Transfer Request System

2. eSWT Online System • Takes the current process and converts it to an online process • Via Self-Service Banner (similar to eCerts & SSB JV system) • Can be done as an independent SWT or as part of eCerts (for Effort Certification) • Allows for supporting documentation to be attached • Storage in Self-Service Banner • Eliminates the need for revised PARs (if effort certification is required) • Time-stamps effort certification (in the next eCert period) when SWT is approved/processed • PDF capability • Each eSWT is identified by a unique number (ex – SW000001)

3. eSWT via AU Access

4. eSWT via AU Access • Access on the Finance Tab • Access on the Employee Tab • Access on the Faculty Services Tab • Click on ‘Self Service Banner’ • Scroll down to ‘Salary Wage Transfer’

5. eSWT via Self Service Banner

7. eSWT Procedures • Sign off on SWT document • Create a SWT (Salary Wage Transfer) • Search SWT documents

8. eSWT Sign off on SWT document • Awaiting Actions are documents needing your action • Can sign off per FOAP or all FOAPs in a document • In Process are documents awaiting action from others • Complete are documents that are approved or have been withdrawn

9. eSWT Sign off on SWT document Non-sponsored can be signed off by: • Department admins • Salary wage transfer admins • Department heads • Dean admins • Deans • Associate Deans of Research

10. eSWT Sign off on SWT document Sponsored can be signed off by • Principal Investigator (PI) • Co-Principal Investigator (CO-PI) • Department Admins, salary wage transfer admins, dean admins CANNOT sign sponsored FOAPs

11. Logged in as P.I. or Co-P.I.

12. eSWT Sign off on SWT document • Approve will sign off and push the document to the next queue • Reject will add a note to the document as well as email the preparer • Reject will not remove the document from the queue

13. eSWT Sign off on SWT document • If the document requires a change to the funding source or the amount, the document will need to be unlocked • Dean’s Office can perform the unlock • A document that is withdrawn will be removed from every queue and moved to the complete tab • Only the preparer can withdraw the document • This document cannot be reopened

14. eSWT Create Salary Wage Transfer • Create a SWT (Salary Wage Transfer) • Can be created by Salary Wage Transfer Admin • Can be created by Department Admin • Can be created by Department Head • Can be created by Principal Investigator • Can be created by Co-Principal Investigator

19. Justification is mandatory

21. Optional

22. Salary/Wage Transfer Request Number

23. Approval Process • Once submitted by the preparer, the eSWT is forwarded for approval to the appropriate individuals/departments via automatic email notification (similar to eCerts). Preparer From Dept/Unit/College To Dept/Unit/College CG/ISS • Preparer and Approvers are listed at the bottom of eSWT

24. Email Notification >>> "Salary Wage Transfer" <salwtfr@auburn.edu> 1/25/2012 10:05 AM >>> 902xxxxxxx MxxxxMxxxxxx Actions are required for document SW000006 902xxxxxx RxxxxCxxxxx Transferring Wages from 113500 Information Systems Support To access system training tools or to enter the salary wage transfer system or review available salary wage transfers, please go to eSwt at: http://www.auburn.edu/administration/business_office/cga/salarywagetransfers.html If you have problems accessing the system or have questions regarding this process, please send an email to salwtfr@auburn.edu or contact Contracts and Grants Accounting at 844-4847.

25. eSWT Search • Search for a Person • Search for a Fund/Org/Acct/Prog

26. eSWT Document Search by Person

27. eSWT Document Search by Person Fill in any of the text boxes

28. eSWT Document Search by Person

29. eSWT Document Search by FOAP

30. eSWT Document Search by FOAP

31. eSWT Document Search by FOAP

32. Contacts, Comments & Questions Email: AU salwtfr@auburn.edu AUM swtransfer@aum.edu CG Accounting - AU 334-844-4847 CG Accounting - AUM 334-244-3716