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August 23, 2011
HRMS Aug. 19 Meeting Agenda & Materials
(eRecruit Lessons Learned, Effort Certification, Additional Pay Workflow, Merit Stats)
Posted by nge at 09:52 AM
August 22, 2011
Inactive Temporary Appointments Terminated on August 21, 2011
On August 21, 2011, temporary appointment records that had not received payment for at least six months prior to August 21, 2011, were automatically terminated.
AUTOMATIC TERMINATION OF INACTIVE TEMPORARY APPOINTMENTS PROCESS
To increase system efficiency and reduce the amount of manual processing for both units and central HR, an automated process exists in M-Pathways that periodically terminates temporary appointments that have not received payment for at least six months. This process is run in February, May, August, and November of each year. You are notified each time that the process runs.
VIEWING TERMINATED EMPLOYEES
To view a list of employees in your department whose appointments were terminated by the automatic process, run the BusinessObjects UM-Maintained report, “HR01 HumRes Temporary Employees Terminated via Batch.rep”. When prompted for the effective date, type August 21, 2011. This report will be available August 29, 2011. To run this report, users must have access to the Human Resource data set in the U-M Data Warehouse.
To determine the last time that a temporary employee was paid, run the BusinessObjects UM-Maintained report “PY01 Pay History by EmplID and Erncd.rep”. When prompted for the earn code, type RGT. To run this report, users must have access to the Payroll data set in the U-M Data Warehouse.
QUESTIONS?
If you have questions about the termination of temporary employees, please call the Human Resources/Payroll Service Center at 5-2000 (off campus at 615-2000, or outside the local calling area, toll free at 1-866-647-7657).
If you have questions or need assistance running BusinessObjects repository reports, please call the ITS Service Center at
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help.
To: M-Pathways Users with HR TOTAL APPOINTMENT VIEW USER and HR APPT VIEWER Roles
cc.: HRMS Unit Liaisons
From: ITS-Inform
Subject: Inactive Temporary Appointments Terminated on August 21, 2011
Date: August 22, 2011
Posted by nancyf at 11:41 AM
August 16, 2011
Announcing the Release of CTools Mobile
Go Mobile With CTools!
A version of CTools for smart phones, tablets, and other mobile devices is now available to the U-M community. CTools Mobile provides an optimized view of CTools sites, allowing users to interact with course and project sites virtually anywhere.
As many of you know, the CTools Mobile portal was in beta testing over the last several months. With the latest release, the CTools Team offers the U‑M community a solid and feature rich offering.
"We know hand-held devices like smart phones and tablets are the primary way many people use the internet," said Sean DeMonner, director, Teaching and Learning. "In fact, we surveyed a group of U-M pharmacy students from one of our mobile pilots, and found that 90 percent would use the mobile version of CTools as soon as it became available. We knew then that we needed to work hard to release CTools Mobile this summer."
When asked what she thought about CTools releasing a mobile version, Sunmin Kim, a second-year graduate student in Mechanical Engineering, replied, "I would definitely use it. It'd be nice because I always use my phone for everything. It would be easier than going to a computer lab and logging into CTools there."
To use CTools Mobile, launch http://ctools.umich.edu in a mobile web browser. The system will automatically detect that the request originated from a mobile device and will present the mobile portal. The primary target devices for CTools Mobile have been iOS and Android smart phones and tablets, but the portal works in a wide variety of mobile browsers.
If you prefer to use the standard, full version of CTools on your mobile device, you can do so by selecting the "Switch to Full View" button. There is also a "Switch to Mobile" button to toggle back to the mobile view. While nearly all of the functionality of the standard version of CTools is available via mobile, a few features are not supported in some devices. See known issues.
For Assistance and Questions
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
Posted by amhooper at 12:34 PM
August 09, 2011
M-Pathways Financials v9.1 Available
The v.9.1 upgrade to the M-Pathways Financials and Physical Resources system completed successfully as of Tuesday, August 9 at 7:00 AM. FINPROD is now available for your use.
What to look for in v.9.1
Some of the key changes to look for in v.9.1 include:
- M-marketsite users: new navigation to enter M-marketsite from the ePro req.
- eProcurement requisition users: new (optional) My Profile page to define requisition defaults.
- Department Managers: stricter approval workflow process for procurement transactions and a new rule for ePro reqs.
- Journal Entry users: one JE coversheet option from the Process menu.
- Asset Management users: new navigation paths to update assets and review cost history.
- BusinessObjects users: you may need to update your Unit-Maintained reports. See the Table Changes page on the Fin 9.1 Upgrade web site for more information.
Reporting environments – data refresh schedule
- 08/09/11: M-Reports and the Accounts Receivable and Billing data set refreshed
- 08/10/11: Regular refresh schedule for financials data in the U-M Data Warehouse resumes
- 08/14/11: FINODS, Financial data set, and the Physical Resources data set refreshed
How can I get more information?
See the updated What’s Changing presentation on the Fin 9.1 Upgrade web site for details.
See My LINC for updated job aids, system simulations, and courses.
For assistance or questions
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: M-Pathways Financials and Physical Resources Users, Financial Data Set Users
cc.: Financial Unit Liaisons
From: ITS-Inform
Subject: M-Pathways v.9.1 Upgrade Complete
Date: August 9, 2011
Posted by nancyf at 08:34 AM
August 05, 2011
FIN v.9.1 Approval Workflow -- Action Item
Greetings,
During recent testing for the M-Pathways Financials & Physical Resources System upgrade to v. 9.1, a business process gap was identified that requires your attention.
Background: Procurement Approval Workflow Process
PO Vouchers ≥ $10,000 and eProcurement requisitions ≥ $100,000 are routed to the Department Manager (Dept. Mgr.) for approval. The system identifies the Dept. Mgr. from the M-Pathways Department table for the Dept ID in the transaction, and then sends an email notification and an M-Pathways Worklist entry to that person. To approve the transaction, the Dept. Mgr. must have the PR DEPARTMENT MANAGER USER system role.
In v.9.1, the procurement approval workflow process applies stricter controls.
- The transaction is routed to designated approver. By default, this is the Dept. Mgr.
- Only the designated approver can approve/deny the voucher.
- Once routed, the designated approver cannot re-route or re-assign the transaction.
- An alternate approver (i.e., not the Dept Mgr.) can approve/deny the transaction only if they are designated as the alternate for the Dept. Mgr. prior to the transaction being routed.
- An alternate approver must have the PR DEPARTMENT MANAGER USER system role.
- A date range must be specified to indicate the timeframe in which the alternate can approve on behalf of the Dept. Mgr. The alternate receives email notifications and Worklist entries during this time.
Gap
Currently, 164 Dept. Mgrs. do not have the required “approver” role. In v.9.1, they will receive email notifications alerting them when a transaction needs approval, but they cannot approve it.
Action Item
- Review the list of Dept. Mgrs. without the required “approver” role.
- If your department is on the list, determine if:
- The Dept. Mgr. should be changed for the Dept ID
- The Dept. Mgr. should have the PR DEPARTMENT MANAGER USER role, or
- An alternate approver should be established for the Dept. Mgr
- Submit an OARS request to request a, b, or c.
To assign an alternate approver for a Dept. Mgr., submit the OARS request for the Dept. Mgr. and enter the alternate’s name, uniqname, and the date range (required) in the Comments section. Contact the ITS Service Center (734-764-4357) if you need help with the OARS request.
Communication Plan
We plan to send two emails to Department Managers. You will be copied on both emails.
- For those with the “approver” role, we will provide information about the v.9.1 approval workflow and instructions to use the new Approval Profile page in M-Pathways to identify an alternate, when needed.
- For those without the “approver” role, we will explain the v.9.1 approval workflow and recommend that they work with their Fin UL to determine the next steps to take.
For Assistance or Questions
We recognize that we are providing this information to you at a late point during the Fin v.9.1 upgrade project and apologize for the inconvenience. We don’t believe this issue requires urgent resolution, but recommend completing the Action Item as soon as possible to ensure that your unit continues to manage procurement approvals appropriately prior to the start of the academic term.
If you have questions or concerns, please contact me, Pam Fons, at pfons@umich.edu or 734-936-9910.
Sincerely,
Pam Fons
To: Financial Unit Liaisons
From: Pam Fons
Subject: FIN v.9.1 Approval Workflow – Action Item
Date: August 5, 2011
Posted by nancyf at 01:09 PM
Updated Project/Grant Financial Reports in M-Reports
To view the current financial status for your project/grants, access M-Reports on Wolverine Access http://wolverineaccess.umich.edu/reporting_secondary.jsp.
The navigation path is: University Business > Reporting > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:
-- If you are responsible for both sponsored research and non-sponsored projects, click the Research tab and toggle between the Sponsored P/G and UM-Funded/Gifts/Other P/Gs sub-tabs, as needed.
-- If you are responsible for only UM-Funded, Gift, or Other projects, click the Fin. Mgmt tab.
M-Reports provides:
-- Official balances, as of July 2011 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.
U-M now closes the Accounting Period on the fourth (4th) business day of the subsequent month.
M-Reports is available for use during the Financials v.9.1 upgrade (Aug. 4 at 5 PM – Aug. 9 at 7 AM). Financial data will be current as of August 4 during this time period. M-Reports will be updated for v.9.1 and refreshed the night of 08/09/11.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: Principal Investigators and Project Administrators
From: U-M Financial Operations [its-inform@umich.edu]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: August 5, 2011
Posted by nancyf at 09:16 AM
August 03, 2011
Sort Employees on M-Pathways Timesheet by Name or EmplID
You now have the option to sort employees on the Timesheet search page by last name.
Before you click the Get Employees button, select the Sort by Last Name checkbox to receive search results for employees in last name order. If the checkbox is not selected, the search returns employees by Employee ID (EmplID).
The step-by-step procedures and simulations that show how to use the Timesheet in My LINC have been updated with the new checkbox.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4help@umich.edu
http://www.mais.umich.edu/help/
ITS Service Center hours: Monday through Friday, 7 a.m. to 6 p.m. (phone and email); and Sunday, 1 to 5 p.m. (email).
To: Electronic Timekeepers, Self-Service Time Approvers, and Punch Time Approvers
cc: HRMS Unit Liaisons
From: ITS-Inform
Subject: Sort Employees on M-Pathways Timesheet by Name or EmplID
Date: August 3, 2011
Posted by nancyf at 11:05 AM
August 02, 2011
M-Pathways eProcurement Changes for v.9.1
Reminder! M-Pathways eProcurement will be unavailable beginning on Thursday, August 4, at 5:00 PM through Tuesday, August 9, at 7:00 AM to upgrade to v.9.1. M-marketsite access from eProcurement will not be available during that time.
What eProcurement changes will I see?
M-marketsite users: v.9.1 has new navigation to M-marketsite. After selecting Create Requisition from the menu:
1. Click the Add Items and Services tab in the ePro req.
2. Click the Web tab.
3. Click the M-Marketsite link.
ePro users: v.9.1 offers a new layout for the ePro req and a new “copy requisition” option. These changes and more are demonstrated in the eProcurement Changes webinar recording. View it today!
How can I get more information?
- See the Fin 9.1 Upgrade Web site and review the presentation on the What’s Changing page.
- See My LINC to obtain updated eProcurement and M-marketsite job aids, view simulations and review courses. (Training not required).
- See the v.9.1 Upgrade Resources web page for quick links to the main procedures for v.9.1.
For assistance or questions
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
The ITS Service Center has expanded its service hours. Reach us Monday through Friday, 7 a.m. to 6 p.m. (phone and email); and Sunday, 1 to 5 p.m. (email).
To: M-Pathways eProcurement and M-marketsite Users
cc.: Financial Unit Liaisons
From: ITS-Inform
Subject: M-Pathways v.9.1 eProcurement Changes
Date: August 2, 2011
Posted by nancyf at 09:22 AM
August 01, 2011
DEV UL Jul. 29 Meeting Agenda & Materials
Posted by lburgamy at 04:03 PM
M-Pathways Financials System Outage
The M-Pathways Financials and Physical Resources (FINPROD) system will be unavailable from Thursday, August 4, at 5 PM through Tuesday, August 9, at 7:00 AM to upgrade to v.9.1.
How Does This Impact Me?
FINPROD will not be available for business on Friday, August 5 and Monday, August 8, for all financial and physical resource tasks including:
- Procurement and payables functions, such as eProcurement requisitions and Non-PO vouchers.
- M-marketsite access from M-Pathways eProcurement. You may continue to use the Browse Only option on Wolverine Access to create and assign shopping carts during this time, but the carts cannot be processed in M-Pathways until Tuesday, August 9.
- Treasury Management functions, such as Cash Receipt Tickets and HSIP requests.
- General Ledger functions, such as eReconciliation and online Journal Entries.
- Facility and room characteristic lookup information in the M-Pathways Student Administration & Human Resource Management system.
FINODS, U-M Data Warehouse, and M-Reports are available during this time for month-end close reconciliation and other reporting with data current as of August 4 at 5 PM.
How Can I Get More Information?
See the Fin 9.1 Upgrade Web site for more information about:
- Key dates and contacts
- What’s changing (see the “What’s Changing” presentation and eProcurement Changes webinar recording)
For Assistance or Questions
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
To: M-Pathways Financials and Physical Resource System Users, Financial Data Set Users
cc.: Financial Unit Liaisons
From: ITS-Inform
Subject: Reminder! Financials System Outage
Date: August 1, 2011
Posted by nancyf at 12:20 PM
Changes to Data Warehouse Data Dictionaries
As of August 9, 2011, the format of the Data Warehouse data dictionaries is changing to prepare for future Data Warehouse data sets. These changes will impact both the data model diagrams and text portions of the dictionaries for all data areas except Development. For details, see "Minor Changes to Data Dictionary Format" at http://www.mais.umich.edu/reporting/datasets-dictionary-changes-aug2011.html.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
To: U-M Data Warehouse Users
cc: eResearch, Financial, HRMS, and Student Administration Unit Liaisons
From: ITS-Inform
Subject: Changes to Data Warehouse Data Dictionaries
Date: August 1, 2011
Posted by nancyf at 11:21 AM