Payroll Personnel System WEB PAN

1. Payroll Personnel SystemWEB PAN University of California, San Diego November 2003

2. PPS WEB PAN Overview • UCOP Application • PAN Enhancement Work Group • “Ideal” Model for PAN (All Campuses) • Limited UCSD Customization

3. PPS PAN Enhancements • Userid/Email PAN Routing • Assign Primary PAN Reviewer Indicator

4. Enter Primary Reviewer Indicator Code “P” (Mandatory Only) Add Additional PAN Recipient Userid or Email

5. PPS PAN Enhancements • Assign Urgent PAN Priority Indicator • Default “R” (blank), Regular Priority • Code “U”, Urgent Priority

6. For Urgent Priority Enter Code “U”

7. PPS PAN Presentation • No Changes to PAN Inbox (INBX) • PAN Format and Detail • Text Based Descriptions • Color Highlighting Eliminated

9. Web PAN Overview • Presentation of Notifications (organization of changed data) • Workflow (adding comments, routing, sorting and retrieval of notifications) • Event/Change Definition (simplicity in determining significant changes) • Provide a Bulk Notification or PAN Reporting Facility

10. PAN Enhancement Group • Simplify use and audit of review process • Make the notifications easier to read • Improve (inbox) detail about each PAN • Information about when a notification has been reviewed easier to audit

11. Using Web PAN • EmployeeLink • https://webpps.ucsd.edu • Logon using ACT Single Sign-ON (userid and password)

12. ACT Single Sign-On is not persistent with the WEB PAN application, even though you will use your single sign-on userid (not email) and password to logon.When finished you should always logout of the WEB PAN application completely.

13. OR https://webpps.ucsd.edu Click Here for WEB PAN

14. Logon With ACT Single Sign-On Userid & Password

15. Web PAN Main Menu • Employee Database (EDB) Inquiry • Post Authorization Notification Functions • Logout

17. PAN Inbox • Deleting PANs • Priority Status (Regular or Urgent) • Review Type (Primary Reviewer) • Action Type Description • Comments (display)

18. ( ! ) Urgent Priority and ( P ) Primary Reviewer Indicators

19. Notification Detail • Comments • General Information • Appointments and Distributions • Reviewers and Status • Additional Comments and Fowarding

21. Additional Comments • Reviewer Added Comments • Workflow • Employee History

22. Reviewers may add comments to the Notification here

23. Directory • Name • Userid • Department • Email Reviewer Indicator

24. Email Reviewer Indicator

25. Routing Option Selection • Inbox Only • Email Routing (default) • Mandatory Reviewer Email Notification • Non-Mandatory Email PAN

26. Choose Inbox Only or Email Routing

28. Notification Selection • Date and Time • Employee Department • Action Type or Code(s) • Employee ID • Preparer ID • Reviewer ID

29. Selection Search Criteria Click to see codes Choose from directory option

30. Audit Review • Central Offices

31. PAN Guidelines ReviewMandatory reviewers should not be subordinate to the PPS preparer. Preparers cannot be mandatory reviewers for their own work.Mandatory reviewers must review their PANs in a timely manner, generally within 2 business days. Departments will determine reviewer time requirements, per audit policy.

32. Logout • System Timeout • Employee Privacy

33. EmployeeLink • Employee History • Web PAN Additional Comments • Comments Location

34. Web PAN Additional Comments Indicator

35. Questions & Wrap-Up • PAN Retention • WEB Inquiry • Email to Userid Conversion • What happened to my email PANs? • Departmental Security Administrator (DSA)

36. Thank You :) Contact Payroll or Scott Drummond at 858-534-3242 for additional questions or assistance.