Tms sas reporting
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TMS & SAS Reporting. Michael Rothlisberger Sherry J. Oligny. Agenda. Discuss the processes Discuss the proposed SAS reporting Discuss the proposed role of the Business Manager for TMS implementation Review proposed Business Manager Checklist Request/collect feedback from this group.

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TMS & SAS Reporting

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Tms sas reporting

TMS & SAS Reporting

Michael Rothlisberger

Sherry J. Oligny


Agenda

Agenda

  • Discuss the processes

  • Discuss the proposed SAS reporting

  • Discuss the proposedrole of the Business Manager for TMS implementation

  • Review proposed Business Manager Checklist

  • Request/collect feedback from this group


Process

Process

  • After college rollout, only TMS can be used for employee travel.

  • What does this mean?


Process continued

Process continued…

All travel should be submitted and approved w/in the TMS system.


Process continued1

Process continued…

This includes –

  • Travel Requests (aka Travel Authority)

  • Travel Expenses

  • Cash Advances

  • Airfare/Hotel/In-State Car Rental bookings


Process continued2

Process continued…

  • How does travel reflect in my budget?

    Travel Request (aka Travel Authority)

    • Just like PCard, the requested amount will show as a pre-encumbrance in your SAS reports.

    • This will provide a more timely “remaining balance” for the budget owners (Department Chairs, Deans, etc.) and Business Managers to more accurately track/monitor the budgets.


Process continued3

Process continued…

  • How does travel reflect in my budget?

    Travel Expense

    • Just like PCard, once an employee expenses the travel, the pre-encumbrance is released and replaced with the expense.

    • This will provide a more timely “remaining balance” for the budget owners (department chairs, deans, etc.) and business managers to more accurately track/monitor the budgets.


Proposed sas reporting

Proposed SAS Reporting

  • These reports have been developed by the TMS project team for the Business Managers’ use to facilitate the monitoring needs of the colleges.

  • These are “proposed.”

  • Feedback is encouraged.


Proposed sas reporting1

Proposed SAS Reporting

  • As we have previously discussed, proposed SAS reporting will reflect travel expenses throughout the process.

  • The following proposed SAS reports serve as additional reporting to provide Business Managers with additional travel information for their departments.


Proposed sas reporting2

Proposed SAS Reporting

  • Includesapproval chain and pipeline (where something is stuck).

  • Business Managers can review all travel charged/encumbered to college speedcharts (even if you were not in the approval chain).

  • Business Managers can create custom reports (with data in SAS or exporting for use in Excel) such as:

    • Expenses by person

    • Pending travel requests

    • Many others…


Proposed sample travel request report

Proposed Sample Travel Request Report


Proposed sample travel expense report

Proposed Sample Travel Expense Report


Proposed role for business managers for tms implementation

Proposed Role for Business Managers for TMS Implementation

  • To support the TMS implementation, the Business Manager should serve as first point of contact for issues in their respective college.

  • If not able to fix, the Business Manager can contact Rochelle directly if immediate assistance is required.


Proposed role for business managers for tms implementation1

Proposed Role for Business Managers for TMS Implementation

  • If time permits, the traveler/approver will be asked to submit an email to [email protected] for assistance (if issue cannot be resolvedw/assistance of Business Manager).


Proposed role for business managers for tms implementation2

Proposed Role for Business Managers for TMS Implementation

  • Training for Users

    • Online training is 24x7 to be attended at the user’s convenience.


Proposed role for business managers for tms implementation3

Proposed Role for Business Managers for TMS Implementation

  • Business Managers are encouraged to implement additional training w/in their colleges (if they decide it is needed, perhaps Chairs’ meetings, etc.).

  • They are welcome to use the tools provided by the TMS project team and posted on the Travel website (PowerPoint presentation, job aids, checklists, best practices, etc.).

  • Business Managers can also call on colleagues for assistance with TMS implementation and training.


Tms checklist proposed business manager s travel review role

TMS Checklist: Proposed Business Manager’s Travel Review Role


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