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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 . a Ability to

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PPS Update PAN Access Training

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    1. PPS Update & PAN Access Training

    2. What You’ll Get From This Training Series

    3. 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

    4. What’s Involved in PPS Access? Employees complete PPS training ACT sets up PPS Inquiry or Update access DSA sets up PAN reviewer access The Payroll Department Code is now central to Business Systems security. It’s an important component of ALTNG and important to DSAs.The Payroll Department Code is now central to Business Systems security. It’s an important component of ALTNG and important to DSAs.

    5. What is a PAN? (Post-Authorization Notification) There has to be at least one Mandatory Reviewer per departmentThere has to be at least one Mandatory Reviewer per department

    6. Setting up, Updating and Deleting PPS Departmental Access

    7. PPS Departmental Inquiry PPS Departmental UpdatePPS Departmental Inquiry PPS Departmental Update

    8. In order to use EmployeeLink, a person needs at least PPS Departmental Inquiry access. In order to be a PAN Reviewer, a person needs at least PPS Departmental Inquiry access. A DSA is inherently granted departmental PPS inquiry access along with specific granting of access to PPS DENT & EDSA screens for their department. Central Payroll will require that each individual has taken the PPS Inquiry online training tutorial. FinancialLink - Payroll Data Access is a separate activity and access. In order to use EmployeeLink, a person needs at least PPS Departmental Inquiry access. In order to be a PAN Reviewer, a person needs at least PPS Departmental Inquiry access. A DSA is inherently granted departmental PPS inquiry access along with specific granting of access to PPS DENT & EDSA screens for their department. Central Payroll will require that each individual has taken the PPS Inquiry online training tutorial. FinancialLink - Payroll Data Access is a separate activity and access.

    9. PPS – Central Inquiry or Update is generally not granted to campus departments.PPS – Central Inquiry or Update is generally not granted to campus departments.

    10. Things a DSA can check on for Timekeeper access: 1) Do they have a Timekeeper Code? Check with your HR person 2) Did you submit the Timekeeper delegation form and send it to Payroll? The form may be accessed via ALTNG’s “New Account” Documentation for Timekeeping https://altng.ucsd.edu/extras/tkaccess.html 3) Did the individual complete Timekeeper training? Things a DSA can check on for Timekeeper access: 1) Do they have a Timekeeper Code? Check with your HR person 2) Did you submit the Timekeeper delegation form and send it to Payroll? The form may be accessed via ALTNG’s “New Account” Documentation for Timekeeping https://altng.ucsd.edu/extras/tkaccess.html 3) Did the individual complete Timekeeper training?

    11. EPET (Electronic Payroll Expense Transfer) System Access Note also Web Merit Entry is usually limited to only a couple of people in each department. It is typically only granted to your MSO and/or head of your department HR. So, under 'normal' circumstances, it should rarely be necessary to request it.EPET (Electronic Payroll Expense Transfer) System Access Note also Web Merit Entry is usually limited to only a couple of people in each department. It is typically only granted to your MSO and/or head of your department HR. So, under 'normal' circumstances, it should rarely be necessary to request it.

    12. As a DSA, you should log on to PPS at least once every moth in order to keep your PPS account active at UCOP where the PPS system resides. PPS preparers and reviewers must also log on to PPS at least once every moth in order to keep their PPS account active at UCOP where the PPS system resides. If not: User will receive a “Script in Progress” error when logging into PPS. Nothing will happen when user clicks PA2 as a debugging procedure. ACT Help Desk must be contacted in order to resume the account when this occurs. As a DSA, you should log on to PPS at least once every moth in order to keep your PPS account active at UCOP where the PPS system resides. PPS preparers and reviewers must also log on to PPS at least once every moth in order to keep their PPS account active at UCOP where the PPS system resides. If not: User will receive a “Script in Progress” error when logging into PPS.Nothing will happen when user clicks PA2 as a debugging procedure. ACT Help Desk must be contacted in order to resume the account when this occurs.

    14. What is a PAN? (Post-Authorization Notification) There has to be at least one Mandatory Reviewer per department. Mandatory Reviewers need at least PPS Inquiry access which requires PPS Inquiry training. There has to be at least one Mandatory Reviewer per department. Mandatory Reviewers need at least PPS Inquiry access which requires PPS Inquiry training.

    15. 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. Note: If there are no Mandatory reviewers identified for an update, the Preparer will receive a “U0216 Mandatory PAN Addressee Not Found” message and may lose all their update work.Note: If there are no Mandatory reviewers identified for an update, the Preparer will receive a “U0216 Mandatory PAN Addressee Not Found” message and may lose all their update work.

    16. The PAN Reviewer Query can provide DSAs with a next-day view of who in your department are PAN reviewers. It’s available via the ALTNG Utilities as “QueryLink – PAN Reviewers” It’s also available via http://queryLink.ucsd.edu under “Employee Easy Queries” as PAN Reviewer. Note: a DSA should know and understand what a Department Code is. Note: A DSA should be aware that all UCSD userids are prefixed with SD (SanDiego) when dealing with the PPS environment because that system resides at UCOP/Oakland The PAN Reviewer Query can provide DSAs with a next-day view of who in your department are PAN reviewers. It’s available via the ALTNG Utilities as “QueryLink – PAN Reviewers” It’s also available via http://queryLink.ucsd.edu under “Employee Easy Queries” as PAN Reviewer. Note: a DSA should know and understand what a Department Code is. Note: A DSA should be aware that all UCSD userids are prefixed with SD (SanDiego) when dealing with the PPS environment because that system resides at UCOP/Oakland

    17. DSAs have the primary responsibility for set-up and removal of PAN Reviewers. Central Payroll will enter or remove Reviewers if the DSA does not have the access to do so. DSA must submit a copy of rejection screen DSAs have the primary responsibility for set-up and removal of PAN Reviewers. Central Payroll will enter or remove Reviewers if the DSA does not have the access to do so. DSA must submit a copy of rejection screen

    20. PAN Reviewer Worksheet

    22. Cmd field is only used for Delete actions (ie “D”). It is left blank for Adds and Change actions.Cmd field is only used for Delete actions (ie “D”). It is left blank for Adds and Change actions.

    23. Example of the ENPR screen that an PPS updater gets after F5 update. It’s a scrollable screen in which reviewers established within DENT come first followed by whatever PAN reviewers the preparer wishes to add manually. Note: If there are no Mandatory reviewers identified for this update, the Preparer will receive a “U0216 Mandatory PAN Addressee Not Found” message and may lose all their update work. Example of the ENPR screen that an PPS updater gets after F5 update. It’s a scrollable screen in which reviewers established within DENT come first followed by whatever PAN reviewers the preparer wishes to add manually. Note: If there are no Mandatory reviewers identified for this update, the Preparer will receive a “U0216 Mandatory PAN Addressee Not Found” message and may lose all their update work.

    24. Example of what a PAN Reviewer sees on the mainframe. Web PAN provides a web-based view.Example of what a PAN Reviewer sees on the mainframe. Web PAN provides a web-based view.

    25. Web PAN In order to be a PAN Reviewer, a person needs at least PPS Departmental Inquiry access. ************* An error occurred while trying to authenticate to Webpan Please contact the ACT help desk<mailto:acthelp@ucsd.edu> at (858) 534-1853. Error code: 666 Error message: WA008 In order to be a PAN Reviewer, a person needs at least PPS Departmental Inquiry access. ************* An error occurred while trying to authenticate to WebpanPlease contact the ACT help desk<mailto:acthelp@ucsd.edu> at (858) 534-1853.

    26. PPS preparers and reviewers must log on to PPS at least once every 30 days in order to keep their account active at UCOP where the system resides. If not: User will receive a “WA013” error when attempting to log into WebPAN. ********************************************* An error occurred while trying to authenticate to WebPAN Please contact the ACT help desk at (858) 534-1853. Error code: 666 Error message: WA013 ************************************* ACT Help Desk must be contacted in order to resume the account when this occurs.PPS preparers and reviewers must log on to PPS at least once every 30 days in order to keep their account active at UCOP where the system resides. If not: User will receive a “WA013” error when attempting to log into WebPAN. ********************************************* An error occurred while trying to authenticate to WebPAN Please contact the ACT help desk at (858) 534-1853.

    27. Web PAN

    29. Web PAN

    30.

    31. EDSA Screen. PPS Inquiry and Update access is set-up by ACT. As DSA this screen is available to you to verify an individual’s PPS access. If the “ Update Access” field = “Y” it indicates that the individual has update access to PPS. If the “ Update Access” field = “N” or is blank it indicates that the individual has inquiry access to PPS. EDSA Screen. PPS Inquiry and Update access is set-up by ACT. As DSA this screen is available to you to verify an individual’s PPS access. If the “ Update Access” field = “Y” it indicates that the individual has update access to PPS. If the “ Update Access” field = “N” or is blank it indicates that the individual has inquiry access to PPS.

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