Audit/Waiver Search and Hire Requests

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Now a 2 step process

Department creates new job – selects A/W for search request

  • Attach justification for hire and job description only.
  • CAHNR process for initial search request approval: Initiator submits to UH for approval; UH approves and submits for HR approval.    DH will be able to view when approving hire request.
  • HR will notify department when search request is approved and link to send to applicant will be in the Notes/Documents section.
  • Department sends link to applicant; once applicant applies department creates hire request which then goes through the normal search workflow approval.

Core-CT Regular Payroll Hire Information

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The hire transactions for Classified and Unclassified employees in CoreCT will be processed by Payroll using the information carried over from PageUp. You will no longer have access to the templates! Payroll will be processing the transactions close to the start date, therefore any information that may have changed between the PageUp hire request and the time of the hire, such as coding information, will need to be processed in either a funding or data change after the hire transaction has been completed.

Core-CT Information

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After applicant accepts online offer, applicant has to fill out onboarding information form before a hire transaction can be processed in Core. Follow up with applicant after a couple of days (if you can’t process in Core) and remind them to fill out form.

New NetID format:  ex.  les02011-1234

Same NetID but different 4-digit extension is issued with each Page-Up hire
Be sure to select correct NetID when doing SmartHR transaction
To check if using correct one, look at prepopulated job info

Hire Request Information

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Initiator/proxy for full search should put themselves in as department feedback user. This will allow you to view, input comments, and/or edit comments. If DH or search committee chair is department feedback user you will not see any pre/post interview evaluations.

Salary in Page-Up: don’t put $ symbol

Offer Letter Information

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Please add job duties (particularly special payroll) to the offer letter generated by PageUp. You will need to add this to the letter before submitting hire request to HR. This will require you to download the offer letter from PageUp and re-upload the updated offer letter.

Once you get HR approval to hire, OL cannot be changed -> you will have to contact HR for them to make this change before updating status to Make Online Offer.

If offer accepted and you then need to change letter, contact HR and ask that the letter be revised. Note that the applicant acceptance will be rescinded, revised OL uploaded by HR, you will need to notify candidate to accept the updated offer.

Applicant Status Update

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NEW: When doing hire request, PageUp will stop you from updating status to “make online offer” until you have HR approval to hire. HR has added in a stop to the system so that departments cannot update to make online offer before HR approves. In order to Make Online Offer, the status needs to say Ready for Dept to Make Online Offer. In the future, you should not have to expect to contact HR to update the status to “Ready for Dept to Make Offer.”

Template for email to send link to applicant:

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Special Payroll Applicant

In order to process a hire request for your (position title), the University requires all applicants for Special Payroll positions to provide an up-to-date resume and to submit an application through this link: [INSERT DEPARTMENT SEARCH/REQUISITION LINK HERE – LINK FROM NOTES/DOCUMENTS]. This is required of all new and re-hired special payroll employees.

Audit/Waiver Applicant

In order to process a hire request for your (position title), the University requires that you provide an up-to-date resume and to submit an application through this link: [INSERT DEPARTMENT SEARCH/REQUISITION LINK HERE – LINK FROM NOTES/DOCUMENTS].

Concur Update (From UConn Staff Listserv)

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Colleagues,

We are writing to provide an update regarding the University SAP Concur implementation.

The SAP Concur project is a collaborative UConn initiative to implement a best-in-class, cloud-based Travel and Expense management service for the university.  There are currently over 2,600 employees participating in the pilot phase of this project.  There has been strong feedback during this phase that complexity in the environment has, at times, made it difficult to make best use of the service.

Based on this feedback, the first phase of the project will not go-live on its previously scheduled date of March 10, 2020.  The project will, instead, assess the environment to streamline elements of the workflow and to simplify customer interaction.  In the coming weeks you will hear more details about the project, including updated timelines and rollouts.

We would like to extend our thanks to the pilot participants and to other engaged members of our community for your efforts and thoughtful contributions.  Your partnership has been invaluable.  We are committed to providing a high-performing system that represents the best practical balance between effective university controls and a robust, enjoyable customer experience.  Please do not hesitate to contact us or the project if you have comments, questions, or concerns.

Regards,

Trish Casey, CPA                                                                                                       
Associate Vice President, Financial Operations and Controller

John Clifford, Ph. D
University Director of Procurement Services

Gregory Daniels, J.D.
Interim Associate Vice President of UBS and Chief Procurement Officer

Michael Mundrane, Ph. D
Vice President for Information Technology and Chief Information Officer

 

From: Official Announcements – All UConn Staff <UCONN_STAFF-L@LISTSERV.UCONN.EDU> On Behalf Of Mundrane, Michael
Sent: Friday, February 14, 2020 4:39 PM
To: UCONN_STAFF-L@LISTSERV.UCONN.EDU
Subject: [UCONN_STAFF-L] Concur Update

WebFOCUS Standard Report Update (From KFDM Listserv)

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On behalf of the Office of Budget and Planning,

WebFOCUS Standard Report Update

Summary
In an effort to enhance and consolidate university financial reporting, we have made some updates to the General Ledger Reports in the Standard Reports domain in WebFOCUS.  Two new reports will be published and old reports will be moved to a folder called “Archived Reports”.  These reports will still be available for use but will no longer be updated or supported.  In addition to these major changes, a few minor updates to the remaining reports will follow (as noted below). This effort will reduce the number of reports from 17 down to 7, once complete. We hope that you find these updates useful and we ask that you please let us know if you run into any issues.

Enhancements

  • Consistency in what is included and how
  • Improved naming to make it clear as to what data is delivered
  • Limit the number of reports by increasing their efficiency
  • Better customization by adding more prompt options and increasing the number of fields in excel versions.

Updated Report List

Report Enhancements Report it Replaced
Budget to Actuals New– Combined 6 reports into 1 Account Balances, Account Balances by object Code, Account Balances Summary, Statement of Activity –(Budget to Actuals, Budget to Actuals by Account, Budget to Actuals with Prior Year)
Summary of Actuals by Fund Source New– Combined 2 reports into 1 Statement of Activity – (Statement, Summary)
Account Information Combined with Accounts by Organization Accounts by Organization
Account Transactions Made minor updates to excel output to include more fields None
Budget Balances by Account Will be combined with Budget Balances by Object None
Budget Balances by Object Will be combined with Budget Balances by Account None
Carry Forward Report Minor enhancements coming soon None
Fund Balance Report Minor enhancements coming soon None

In addition to the reports that are being replaced, reports that are either not widely used or no longer useful due to system and process changes will also be moved to the Archived Reports folder.

Archived Reports

Reports Report It Was Replaced By
Account Balances Budget to Actuals
Account Balances by Object Code Budget to Actuals
Account Balances Summary Budget to Actuals
Accounts by Organization Account Information
Base Budget vs. Committed Salaries None
One to Many Fund Balances None
Statement of Activity Budget to Actuals Budget to Actuals
Statement of Activity Budget to Actuals by Account Budget to Actuals
Statement of Activity Budget to Actuals with Prior Year Budget to Actuals
Statement of Activity Summary Summary of Actuals by Fund Source
Statement of Activity Statement Summary of Actuals by Fund Source

If you have any questions regarding the report changes, please contact your assigned Budget Analyst.

From: KFDM, Kuali Financial Data Mart <KFDM-L@LISTSERV.UCONN.EDU> On Behalf Of Hodgkins, Stephen
Sent: Thursday, February 6, 2020 10:27 AM
To: KFDM-L@LISTSERV.UCONN.EDU
Subject: WebFOCUS Standard Report Changes

Concur Travel and Expense Support Opportunities (From Daily Digest)

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Concur Travel and Expense Training Opportunities

Whether you have been using Concur since October or you are going live later this year, in-person training is available for all Employees, Grad Assistants, Grad Interns, and Post-Docs. Please visit the Travel and Expense Project Page or the Professional Development Training Page directly to register for a session(s) most applicable to you.  Training options are outlined below.

Concur Travel and Expense Open Labs

If you are already using Concur as an early-adopter, we have additional opportunities for you to receive in-person support.  If you need assistance with requesting, booking, or expensing travel, please stop by one of our Open Labs, located in Wilbur Cross Training Room B on:

  • Mondays from 1:00pm – 3:30pm
  • Thursdays from 9:00am – 12:00pm.

Concur Travel and Expense Reference Material

As always, training documentation and e-learning modules are always available by visiting the Travel and Expense Project Page directly.

Class Title

Description

Training Length
Concur Preparer Delegate Training This session is recommended for employees, who will be delegated to assist with the preparation of travel requests and/or expense reports, on behalf of another UConn End User (traveler). This training encapsulates the entirety of all concur training sessions. You do not need to attend the other trainings in addition to this.

3 Hours
Concur Request and Travel Training for End Users This session is recommended for employees  traveling on behalf of UConn.

1.5 Hours
Concur Expense End User Training This session is recommended for employees seeking reimbursement for UConn travel and/or non-travel related business expenses.

1.5 Hours
Concur Approver Training This session is recommended for employees approving travel requests and/or travel and non-travel expense reports at UConn. Approvers in Concur are defined as those whom have direct reports in CORE CT and/or those listed as a Fiscal Officer in KFS.

1 Hour

For more information, contact: Travel at travel@uconn.edu