UMS Submission of PEAR using eTransfer . Overview User Security Submit Electronic Transfer Viewing Status of Fund Change Fund Change Reject and Resubmit. Overview.
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Submit Electronic Transfer
Viewing Status of Fund Change
Fund Change Reject and Resubmit
The purpose of eTransfer is to allow the user to electronically submit the PEAR from the UMS Personnel Funding screen into the MUSC payroll system. The PEAR must pass certain validations before it may be successfully transmitted. For the initial phase of the eTransfer project we will begin with Fund Changes Only. This will soon be expanded to include all PEAR actions.
PEAR Officers will be given specific rights to eTransfer a personnel funding document.
To allow a user to submit a PEAR electronically click the E-Transfer box under Personnel Category / Personnel Funding.
Click the Print button to access the eTransfer button. This button is only visible under the following conditions:
Be sure to update the Home Department and Position Number prior to submission.
When the user clicks the eTransfer button, the Electronic Transfer dialog box is displayed. To Submit Electronic Transfer click the button.
As UMS sends the message, the user can see the progress. The image is animated to show that UMS is not locked up. A transfer should never take more than 2 or 3 seconds.
If the document passes the initial UMS validation, the Results dialog is displayed. TeamWorks will indicate if the transmission is successful. (Access the Results dialog page by double clicking either “Date” “Submitted By” or “Type” on the transfer history page. (This is where the ref. number can be found)
The user may click on the Request Details or Response Details buttons to see the XML messages being sent back and forth between UMS and TeamWorks.
Transmission success does not guarantee that the update itself will be completed. The document is simply being passed to the next round of validation and processing handled by TeamWorks before ultimately uploading to the payroll system.
As the document passes through validations, UMS receives responses back from TeamWorks and lists them in the Transfer History grid.
When the transaction has completed successfully the green flag icon is displayed indicating that payroll has been updated with the funding change.
Double click on “Type” “Submitted By” or “Date”
If a submission is rejected in TeamWorks, a rejected icon is displayed.
Clicking the Status field shows the user that the reason for rejection, in this case, is the lack of a valid Employee ID.
When a PEAR is rejected in TeamWorks, the Submitter is immediately alerted with a message.
This message will be removed from the user’s inbox when the close button is selected. Remove the check in the check box and the message will remain. (Messages that have been removed can be found under processed items)
The user must correct the Employee ID in UMS and then resubmit the PEAR. Notice that the label for the button has changed to Resubmit Electronic Transfer.
When the transaction has completed successfully the green flag icon is displayed indicating that the payroll system has been updated with the funding change.