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Employee Prefeed Overview. Prefeed: upcoming rollout. CAT-HR will become UCAT Prefeed:

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Prefeed upcoming rollout
Prefeed: upcoming rollout

CAT-HR will become UCAT Prefeed:

  • the system that enables employees --staff, faculty, academics, and postdocs-- to be fed into our central person registry (MCDB) so that they can claim their CNetID, and utilize University services such as:

    • obtaining a UChicago Card

    • using UChicago Time

  • …on the day they begin working at the University.


  • Prefeed upcoming rollout1
    Prefeed: upcoming rollout

    • For those who are TAGs (Trusted Agents)…during transition, TAG/AAMS will still be used for look-up details and other functionality

    • AAMS will eventually be replaced by UCAT

      • Prefeed

      • Bridging & Extends

      • Temporary accounts

      • Renewals: View What We Have Done, Expired

      • Look-ups and other functionality


    Prefeed upcoming rollout2
    Prefeed: upcoming rollout

    • Central HR Roll-out:

      • Pilot phase for a few HR Admins completed

      • Continuing roll-out for all HR Admins

    • TAG / AAMS Prefeed Roll-out:

      • Access will be provided to existing TAGs

      • Upcoming roll-out (early 2013)

    • Same application for both


    Today s presentation
    Today’s presentation

    Current Prefeed screens

    4 enhancements on the new Prefeed

    How the screens flow when adding a Prefeed

    How to maintain or expire a Prefeed

    Navigation options

    First Aid




    Four featured enhancements
    Four Featured Enhancements

    Placeholder SSN

    Exec Level (Division/School)

    Carding  UChicago Card on first day (except for temporary employees)

    Optional Email  welcome note to employee


    Ucat screen flow 1 home initial search
    UCAT: Screen Flow1. Home/Initial Search

    ucat.uchicago.edu


    Ucat screen flow 2 home initial search sample
    UCAT: Screen Flow2. Home/Initial Search - sample

    • Name/Birth date:

    • Not case sensitive

    • Can use * wildcard

    • Search thoroughly

    • Number/codes:

    • Search on only one of these fields


    Ucat screen flow 3 person not found
    UCAT: Screen Flow3. Person Not Found?


    Ucat screen flow 4 no match create a record
    UCAT: Screen Flow4. No Match  Create a record


    Ucat screen flow 5 add screen
    UCAT: Screen Flow5. Add screen

    • Search name fields  title case

    • Employment Type:

    • Staff

    • Faculty

    • Other Academic Appointees

    • Post Doc

    Expiration Date defaults to 45 days for Staff,

    else to 30 days.

    Max is still 1 year.



    Prefeed placeholder ssn1
    Prefeed: Placeholder SSN

    I, [Operator Name], verify that this employee informed me that s/he does not have a SSN and is not a US Citizen and requires the creation of a temporary, university-generated placeholder code until the employee provides an SSN. An email will be sent to Central Human Resources with my name and this record's information as I have entered it.

    Email is sent to HR with the new record’s placeholder#

    You as the operator are cc’d


    Generate a placeholder ssn
    Generate a Placeholder SSN

    If you generate a Placeholder SSN, the label changes to ‘Generate’

    & the fields are grayed out

    The Placeholder SSN is not generated until you click ‘Save’



    Prefeed conflict of interest
    Prefeed: Conflict of Interest

    Exec Level is required;

    to be used with Policy Management & Conflict of Interest applications.


    Carding options
    Carding Options

    On-time UChicago Card? UChicago Card available on first day of employment!

    Card Start Date

    first day of employment

    If you don’t know the Start Date, retain ‘No’ for On-time carding.


    Prefeed optional email
    Prefeed: optional email

    • Email:

    • Employee’s personal email

    • Not a uchicago address


    Generates an email
    Generates an Email!

    Click ‘Send Email’ to send welcome note to new employee

    • This text will be emailed:

    • To: New Employee

    • From: operator

    • cc: operator


    Auto email text
    Auto-Email Text

    • Example:

    • Optional Email

    Recap of data

    How to claim CNetID

    Carding at IPO

    Corrections

    Helpful links

    • Additional Resources:

    • UChicago

    • Human Resources



    7 edit an existing record
    7. Edit an existing record

    SSN:

    Only the person who entered the SSN can maintain it; SSN will not even display for others.


    7 maintain an existing record after uchicago card printed
    7. Maintain an existing record *after* Uchicago Card printed



    Maintain an existing record
    Maintain an existing record

    • Can only view or edit the SSN if you created the account


    Success screen following maintenance
    Success Screen following Maintenance

    Annie Sureshot Oakley

    • Once a person is in the employee/payroll database, then no one may edit the Prefeed account’s name, birth date or SSN. Necessary changes must be communicated to HRS Records or the Provost’s office.


    Ucat prefeed options
    UCAT Prefeed: Options

    • Same navigation options on all Prefeed screens


    Ucat prefeed options1
    UCAT Prefeed: Options

    Home returns to initial search screen

    Search Results displays prior results listing

    Help field descriptions and FAQ

    AAMS quick link to TAG/AAMS screens

    Logout per browser steps on how to logout



    First aid
    First Aid

    • Questions on the app itself (such as what value should go in a field, who should get a Prefeed account) … should go to Erika: [email protected]

    • If login errors:

      • Use this link:  ucat.uchicago.edu and  click on ‘Employee Prefeed’.

      • Firefox is the preferred browser.

      • If problems persist, close out of ALL tabs then re-open Firefox

    • If message“An error has occurred. Please email [email protected]

      • Clear the cache from your browser: kb.iu.edu/data/ahic.html

      • … then close all tabs on your browser and re-log in to Firefox.


    Summary
    Summary

    • New features:

      • Placeholder SSN

      • New employee can be auto-emailed: Welcome!

      • Exec Level (Division) required

      • On-Time Carding options

    • Search thoroughly to reduce duplicates

    • UCAT Prefeed roll-out is underway

      • TAG/AAMS will be replaced gradually

    • Online Help and FAQ available



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