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New Report Viewer A new form, called the Report Viewer, will be available March 1 to provide end users with access to reports that have been burst to their Personal Worklist. After a report burst program is complete, that report is viewable via the Report Viewer. Users can access the Report Viewer from one of the following responsibilities: UAB FN Document Entry/Approval, UAB GA End User, UAB GL End User, UAB HR Officer, and UAB Salary Reclass. Click here to view instructions for using the Report Viewer. Some of the bursted reports will be purged from the Report Viewer. Click here to view the schedule for purging reports from the Report Viewer. Questions concerning this new feature may be directed to the AskIT Help Desk at 6-5555 or AskIT@uab.edu. If you prefer hands-on assistance, instructors are available during the Administrative Systems Problem Solving Clinics that are held every Thursday from 2:00 – 3:30 in AB B60. Problem Solving Clinics for users of the UAB Administrative Systems (Oracle) are scheduled on Thursday afternoons from 2:00 – 3:30 in AB B60. The Administrative Systems Instruction and Development team is available to assist end users with functional problems they may have. The Problem Solving Clinics are held in a computer lab so that users may log onto the system and get hands-on assistance with documents, reports, or locating data. THIS IS NOT A CLASS, but an opportunity for uses to get help for specific problems. Users do not need to register and may come and go during the 2:00-3:30 time period
Posted: 10/03/2005 Expires: 12/16/2005 New Version of PIE Presentation on October 25, 2005 Posted: 10/21/2005 Expires: 11/14/2005 Session Inactivity Timeouts A change will go into place on Thursday, September 8, 2005, for session inactivity timeouts. If your "Oracle HR and Finance" session times out due to inactivity, you will see a message informing you of the timeout. Just click OK; your session will be reactivated and then continue to work. Posted: 09/07/2005 Expires: 10/07/2005 Budget Document Update When processing a Budget Document, a pop up message will appear to warn the user to process a Funding Source Change first if necessary to cover changes in funding for the end of the current fiscal year. Once a Budget Document is submitted on an employee, a Funding Source Change will not be allowed until the start of the new fiscal year. Also, FTE changes cannot be processed on a Budget Document. A Data Change Document will have to be done for those changes. Posted: 08/26/2005 Expires: 09/26/2005 Update to ACT Return from Leave Document When processing an ACT Return from Leave Document, the Comments Section of the Assignment sub form is now available for update as needed. Posted: 08/25/2005 Expires: 09/25/2005 Update to ACT Leave Document When processing any ACT Leave Document, a prompt will remind the requestor to select an expected return date that falls later than the effective date of the document. Posted: 08/25/2005 Expires: 09/25/2005 New Report: GA Invoice and Cast Receipt Detail by Award A new report, “GAUAB Invoice and Cash Receipt Detail by Award,” is available for the UAB GA End User responsibility. For a specified award, this report lists in order of transaction date all sponsor invoices and cash receipts.
Posted: 08/25/2005 Expires: 09/25/2005 New Approver History Button on the WAM Form An Approver History button has been added to the WAM form. By pressing this button, a view of changes to approval paths will be available. Please note that only changes made after August 19, 2005 will be displayed. Posted: 08/22/2005 Expires: 09/22/2005 Accessing Notification Summary If you have your browser set to block pop-up windows, you might have difficulty accessing the Notification Summary in Oracle. To correct this problem, you will need to place the Oracle site in your "trusted sites" in your browser. Follow these instructions to do so:
This should correct any problems with access the notification summary functionality in Oracle. Posted: 06/06/2005 Expires: 09/06/2005 Change Trainee to Employee & Vice Versa Please remember to use Transfer Lateral Same and Transfer Lateral Different to accomplish a Trainee to Employee or Employee to Trainee Hire. Please remember the following: 1) For Trainee to Employee – Records will need the I-9 field completed (and an I-9) if we don’t already have one. The I-9 field will not be updateable on retroactive documents. The I-9 field will only be open once you have completed the assignment and salary form and saved. It is backwards because; we need to know that you are working on a trainee to employee document. We will also require FTE. 2) For Employee to Trainee – please choose Trainee – Not Required for I-9 and there is no FTE required. 3) You may still extend end dates by using Data Change – Records will need letters of extension (please put notes in comments) 4) You may increase stipend/scholarship by Salary Schedule Adjustment (please put notes in comments) 5) You may also Rehire Trainees! You no longer have to send paper to Records. 6) Grant changes may be accomplished by Funding Source Change. Posted: 05/02/2005 Expires: 06/02/2005 ACT Form Upgrades/Changes Now Available The Find Window now allows for employee searches to be done by Blazer ID. This functionality has been added primarily to aid deducting departments, but it is available to all users. Total Number of Assignments on the Main Form has been changed to Total Active Assignments. The original total included both active and terminated assignments which could be confusing to users. The new total only includes those assignments that are currently active. A validation has been added at submit for Document Reasons New Hire and Rehire. These will now require a Campus Address before you are allowed to submit either document. The Labor Sources Form now provides a Total LD % at the bottom of the form for both Assignment and Element Costing. This total will include all currently active lines in the scroll down window. Also, a validation has been added at submit for any Document Reason that allows for update of the Labor Sources Form to require 100% total Costing. The Department List field has been removed from the Directory tab. This field has never been used for the Telephone Directory, so it was removed to eliminate confusion of some users. The date in the Projected Last Day at Work field on the Termination tab now clears automatically when an employee transfers from an irregular status to a regular status. This change brings the form in line with current policy and practice. Posted: 04/27/2005 Expires: 05/27/2005 Terminations for Employees with Multiple Assignments Please pay close attention when terminating an employee that has multiple assignments. You will notice that a warning message is displayed for such an employee, and we ask that you please verify if the other assignments should end as well before proceeding with the termination. Posted: 04/15/2005 Expires: 05/15/2005 Information: Faculty ACT Document Guidelines Click here to view the different Faculty document types and reasons used with the ACT form. Posted: 04/15/2005 Expires: 05/15/2005 View Faculty Data Form An online view of faculty data is now available in Oracle. There is now a menu option called "View Faculty Data Form" included with the HR Officer Responsibility. With this new form you can review data related to faculty appointments. The Find Window of the Faculty Data Form works similar to the ACT Find Window. With it, you are able to search for individual faculty via name, employee id or search by Organization. Please take some time to review the data on faculty in your respective areas for accuracy and completeness. Feel free to contact HRM Records Administration at 4-4408 with questions regarding the form and/or the data presented. Posted: 03/31/2005 Expires: 05/01/2005 Posted: 04/24/2005 Expires: 04/24/2005 Address and Phone Number Information Address and phone number information can now be deleted on the ACT Address Form by "checking" a check box next to the information that you would like deleted. Home address information still cannot be deleted, but it can be changed. Posted: 02/10/2005 Expires: 04/10/2005 ACT Labor Sources Form Change The ACT Labor Sources Form has been updated to include check boxes that indicate if an LD line is being pulled from the application rather than a line that is being added by the user. This will be useful when making changes on an employee that has many LD lines, and the user has to scroll up or down to review the changes made. Posted: 02/10/2005 Expires: 04/10/2005 Credit Course Instructor Element Payment Change An Element payment using Credit Course Instructor will now require that the Transcript on File and Degree Discipline information for the Highest Degree be completed first before processing the payment. This is required to stay in compliance for SACS. Posted: 02/10/2005 Expires: 04/10/2005 UAB Financial Transaction Download Files After Oracle Finance go live October 1, users expressed a need to get detail Oracle financial transaction information in an excel format. This capability was added to Production yesterday and is available to all users with UAB GL End User and UAB GA End User responsibilities. The UAB Transaction Download provides the “detail” version of the Account Statement transactions in an Excel format. To access the UAB Transaction Download:
Posted: 03/10/2005 Expires: 04/02/2005 Payment Request Encumbrance Change The encumbrances for Payment Request will now occur after the last user approval in workflow. The encumbrances previously occurred at original requestor submission. We have moved the generation of encumbrances until after all the user approvals to allow for all account/purchase decisions to be resolved before the encumbrances are generated. If it is decided during user approvals that the account distribution for a particular purchase should be changed or the entire Payment Request should be cancelled, it can be done without creating encumbrance entries. This change will have no effect on the Purchase Order Requisitions. Posted: 02/10/2005 Expires: 03/10/2005 Running Monthly Account Statement Reports The security for the Monthly Account Statement Balances (MASB) and Monthly Account Statement Transactions (MAST) has been updated. The Grant MASB and MAST submission forms will only appear on the Grant (GA) responsibilities and General Ledger MASB and MAST submission forms will only appear on the General Ledger (GL) responsibilities. Both of the GA and GL tabs on the MAS had previously appeared on each of the GA and GL End User responsibilities. This change was implemented to ensure that organization access security rules would not be bypassed by running MAS reports while in the incorrect responsibility. Posted: 02/10/2005 Expires: 03/10/2005 Entering Vendor Name on Requisitions with Multiple Lines Because only one vendor is used on a requisition, requestors are not required to enter the vendor name on each item line. If the vendor information is completed on any line, the vendor information will be populated when a Purchase Order is created. Posted: 11/30/2004 Expires: 12/18/2004 Monthly Account Statements The Monthly Account Statements (MAS) have been distributed electronically and may be accessed via the Worklist. Individuals receiving the MAS will receive separate notifications for the different reports: GL MAST (transactions), GL MASB (balances), GA MAST and GA MASB. These reports will be distributed separately and will not appear at the same time in the Worklist. Posted: 11/19/2004 Expires: 12/06/2004 Oracle Admin Systems Calendar 11/22-12/02
Posted: 11/22/2004 Expires: 12/03/2004 Instructions for retrieving bursted reports To view your bursted reports you must login to the Oracle Application System and navigate to your Workflow Notification Queue Work List. You will see the notifications listed on this screen. After opening your notification you will see a link 'View Report'. By clicking on this link your report will be opened in a PDF viewer from which you can view, print, save, or re-distribute based on your version of Adobe. Posted: 11/15/2004 Expires: 11/30/2004 Canceling Financial Documents Be sure to cancel/delete any Finance documents that are determined not to be needed. For instructions click here (MS Word Document) Posted: 11/06/2004 Expires: 11/20/2004 Where are UAB PUR End User and UAB GL JE Requestor responsibilities? They have been combined in the responsibility named UAB FN Document Entry/Approval. Posted: 10/04/2004 Expires: 11/04/2004 Oracle Quick Reference An Oracle Quick Reference page is available at: http://main.uab.edu/show.asp?durki=70846 Posted: 10/04/2004 Expires: 11/04/2004 ACT Schools and Colleges Form - Delete Feature The ACT Schools and Colleges Form now has a delete feature that will allow a user to delete a line of information from the form. Simply place a "check" in the Delete Checkbox next to the line of information that you would like to delete, save the form, and then submit it. Once the document is marked "Complete", the line of information "checked" for deletion will be removed from the Oracle database. Posted: 10/01/2004 Expires: 11/01/2004 Budget Documents An edit has been placed in the Budget Document Reason that requires all biweekly documents to have an Effective Date of 19-Sept-2004, and all monthly documents to have an Effective Date of 01-Oct-2004. Posted: 09/29/2004 Expires: 10/15/2004 Faculty Promotions Faculty promotions for 01-Oct-2004 can now be processed using the Promotion Document Reason. The Component Reason of Merit has been added to the List of Values. Posted: 09/29/2004 Expires: 10/15/2004 Effective Dates For Transfers Monthly to Monthly transfers can have any Effective Date. Biweekly to Monthly transfers must have a Sunday Effective Date. This is necessary because ACT considers the person as biweekly until the document is Complete. Monthly to Biweekly transfers should have a Sunday Effective Date. This is necessary so that a TEL Form can be created at the beginning of the work week. Biweekly to Biweekly transfers should have a Sunday Effective Date. Posted: 09/29/2004 Expires: 10/15/2004 Non-Resident Alients Please remember to always include VISA Type and VISA Expiration Date for Non Resident Aliens. These are not required fields on the ACT Form, and by not completing them when necessary, delays in the processing of ACT Forms may occur with NRAs Posted: 09/29/2004 Expires: 10/15/2004 Timesheet Submission Deadline Extended The deadline for approving biweekly timesheets will be extended to 10:00 am Tuesday October 5th. Posted: 10/04/2004 Expires: 10/05/2004 Information: ACT Document Types and Reasons. Click here to view the different Document Types and Reasons used with the ACT form. The document reasons also have Definitions and Uses listed that are to be utilized primarily for staff documents. Posted: 08/24/2004 Expires: 09/24/2004 New Functionality: Additional ACT Form Employee Notification Information List of Values. Please notice when approving an ACT Budget Form document reason, the following information will be displayed in the body of the notification for the employee: Assignment Number, Job, Old Rate, New Rate, Component Reason, and Percent Increase. This added information should allow the approver the option of going to the ACT Form to view the details, or to just view the details in the body of the notification. Posted: 08/24/2004 Expires: 09/24/2004 Information: The Hospital Calc Codes have been updated in the Oracle You should now be able to find any of those that were originally missing from the list. Posted: 08/24/2004 Expires: 09/24/2004 |