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the entire Munis Training Manual

1. D casar amas seves e p 1 Check the appropriate template 2 Click Apply Munis 19 Munis Dashboard LIVE User Cevasco Nata Provo ait sin usr vows econ et parts an oo My ana Fave pri o ping he lamps You do not need to select the check box because your dashboard should be empty If you had items that you wanted cleared you could check the box to clear it 1 Click Save 1 Click OK Munis ne Munis Dashboard LIVE Warning epi ores o Cevasco Om p Munis 20 mmm Munis Dashboard LIVE Sesame natane You should receive a confirmation that the template was applied 1 Click OK and click the district logo to see your new dashboard Munis 21 Munis Dashboard LIVE 7 err views Edit Favorites Payral Human Resources Fayral Human Resources Employee Look Up Employee Inquiry Employee Francs Human RosourcesPayll 7 other Applications System Administration Worksow Centrai Cub leporis Tora General Ledger Settings Secours Pye System Lacks Open Purchase Order lada Purchase Card d gt Human Resourees Payrall Emoloice Training Now you need to edit your favorites 1 Select Edit Favorites 2 Then at the very bottom of the window select Edit Settings
2. n Tuna B siemens 16 Tyler Menu Search for programs Munis Dashboard LIVE Tyler Menu My Warkclow o search account inquiry Account Inquiry Account Inquiry Account Inquiry Financials Human Rescurces Payroll General Revenues Property Revenues Other Applications Departmental Functions System administration web parts Y Munis Web Paris SharePoint web Pars Dashboard web Parts 1 Tyler Menu There are two options to find menus Drill down into the menus or 2 Select search 3 Type the menu you are looking for 4 Open up the search results You can right click to add it to your favorites or just open the menu Munis 17 Dashboard v10 5 Apply a Template The first ime you log into Munis your screen should look similar to the snapshot below Your favorite programs do not come over with the new upgrade We have created templates to add back the basic menus Please follow the instructions below mower maewo Pomas B TT Munis Dashboard LIVE Peo mes My Workflow I cates Q T men O Aes O numen Munis 18 Munis Dashboard LIVE low p Notions 1 Click on your name 2 SelectApply Template my setings son on alae a Page 0 comen Category Crested Desenpon
3. 1 allow pop ups select Options for this site and click Always allow Manis 9 ActiveX TT ET Munis Application Launcher Please exit Please wat detecting ActiveX control This message will close automatically when through B Munis applications before closing this page DENIED EE ci om 1 New versions of Munis means new ActiveX Click Allow to update the GDC Munis 10 Menus are divided by Munis products and then by applications within those products For example Financials is a product and Accounts Payable is an application within that product Tyler Menu Search for programs 2 cona zno Gi pee Munis Dashboard LIVE Tyler Menu My Workfiow r ii en Aaa 1 Tyler Menu There are two options to find menus Drill down into the menus or 2 Select search 3 Type the menu you are looking for 4 Open up the search results You can right click to add it to your favorites or just open the menu Munis 11 My Workflow The My Workflow web part displays the number of Workflow approvals notifications and alerts you currently have pending Use the web part to approve or deny workflow items and to acknowledge workflow notifications You can also on Workflow forwarding from this web part My Workflow Notifications
4. BUDGET RENT A CAR OF FAIRBANKS You can see the detail of what was spent from here You can also print from this screen or export to Excel Use the Print Displa Excel or Word buttons to output a report from the detail screen PDF Save Highlighting a line in the detail listing and then clicking on the Detail button will take you to the backup invoice purchase order inquiry program Munis 42 Club Funding Source Inquiry Use the online inquiry in Munis to see what deposits have been credited to a club account Open Funding Source Inquiry Enter your search criteria here Add a Program Financials Club Accounts Club Expense Inquiry Funding Source inquiry Club Project Detail History Club Balance Report Click on Funding Source Inquriy on the My Programs sidebar Munis 43 Explore the Funding Source Inquiry screen Find the Account String Detail ReptUnit Category AB Object Define the account string to look up You can fill in any combination of the segments Munis 44 Look at the detail 4 Project Year 2012 Original Budget Trensfers In Transfers Out Revised Budget Notice that there are no budgets Club accounts don t have budgets The Actual Memo line is what has been received so far in the current year To view the detail click on the file folder icon
5. Munis 125 For example gps method cxedittype m 4 Select File Save As gt PDF Give ita meaningful name to locate easily when attaching it See next step to find the location to save it to Recent Places Desktop Save documents to Save documents to your folder on iter your folder the building file server n Your view should look ike one or 9286 EUN these two pictures s sess Documents folder E Den tSt BG Een SM STASXAGL Big Hon tS STA ICQ 5 Save your documents as shown above for your operating system or Mac Munis 126 Scanning Documents for Use Munis Ifthe copier scanneriprinter at your office or school is a Canon ImageRunner 3235 use shortcut in this document to scan in multi page documents that will be attached as single pages to Munis records The Canon ImageRunner 6065 offers the same functionality but the images in this document will differ whereas the steps will not Scan the document page s to yourself Remaining E LGL paper is lov 1 Tap on the Send tab 2 Tap on the File Format button Munis 127 File Format Options Solect the file format type POF Auto Select Tier Res XPS Auto Select JPEG Auto Select 1 Choose PDF 2 Tap on Divide into Pages if your document has multiple pages but you will be attaching individual pages from it
6. Munis 22 Edit Favorites Include My Favorites in Programs Include Recent Activity in Programs Include EnarGov tems in Search Max of tems returned In Menu Search Max of items retumed in Central Search Max of items retumed in SharePoint Search Max of items returned in Web Part Search of tems retumed in EnarGav Search Click No for all the items in the red box and then save settings Click the district Logo and itwill refresh your home page Munis 23 Dashboard 10 5 Web Parts You have the ability to customize your dashboard web parts You can have certain web parts open or closed and you can drag and drop them to orient them on your dashboard sire Munis Dashboard LIVE p My Workfiow e m 2 Nets 0 ore 1 Select Web Parts Munis 24 Mans Munis Dashboard LIVE c conss rem pum pom I mre H Nene Manager pop stand Management Selecting the folder allows you to open or close a web part You can drag and drop the web parts to move them on your dashboard Munis 25 Your Munis v10 5 user profile and settings New versions of Munis use the Web Client by default If you prefer the Desktop Client its one you re used to follow these steps Finding My User Profile tps radek
7. kt northstar orq PasswordRagen password m1g2MTHCd4 2 to generate a new 1 Ifyou seta Hint when you updated your password the last time it will be displayed here 2 Ifthe Hint doesn t help click this link to get a new temporary password New password generation selfserve k12northstar org PasswordRegenerat Munis Self Services vues Econo A Wren you dick the Submit button a nea temporary password yi be generated and sent to your personal email address Upon frst usage of the newly generated password yoo wil prompted to ange E Initiate Password Regeneration Click Submit to have a temporary password sent to your email address Clicking Submit will send another email to you with a temporary password Munis 58 Temporary password email wary 31 2013 3 noreplySkt2northstar org To Roguost Password As requested hera is your new MUNIS Self Service temporary password Use nis temporary password to log onto the MUNIS Sel Service website When itis accepied you will be Immediately prompted to chango it Iiis e mail message was sant to you in error or you still having problems lagging to the MUNIS Self Service siie contact the site administrator 1 Now you can log in to ESS with your new temporary password Incorrect Email Address Most current employees will
8. CED CEEI CETERO Y amma so You can see the detail of what was deposited here You can output this information by using the Print Display PDF Save Excel or Word buttons Highlighting a line in the detail listing and then clicking on the Detail button will take you to the receipt inquiry program Munis 45 Employee Self Service ESS Overview Introduction Employee Self Service ESS allows employees to access and update their own personal information though Internet access ESS will allow employees to view Payroll Information Paycheck History W 4 Elections w2 Dependents Health Benefit Elections Benefit Costs Leave Balances Training Records amp Opportunities This will review many of the options that are available through ESS to give you a better understanding of its functionality Logging In Once you log into the district website select ESS Alternatively navigate directly to selfserve k12northstar org If you leave the District the direct URL will be the only way to access Ess Initially you will sign in with your number and the last four of your social security number Munis will require that you change your password upon the first login You are also required to change your password every six months Munis 47 Start Page ome og Ou MUNIS Self Service Version 10 5
9. Our Network Administrator advocates using the free iDevice app called Cisco AnyConnect for access using an iDevice when traveling outside the reach of the district s network For use of the District s VPN on a laptop or desktop computer please refer to the tutorial entitled Using VPN to Access Munis Computer Remove the Previous VPN Profile Ifyou had previously downloaded the VPN profile emailed to you by the Network Administrator first take a moment to remove that profile Go to your iDevice s Settings gt Gene FNSBSD VPN Profile Select Remov Scroll to the bottom and tap on Profile Tap on the Visit the App Store Phone Apps Search the App Store for Cisco AnyConnect Download the version appropriate for your iDevice Open the app and enable the software Munis 116 Add VPN Connection VPN Connection 1 Tap on Add VPN Connection 2 Give the connection a Description name 3 Enter this Server Address webvpn k12northstar org 4 Leave the default values for the rest of the pop up tap Save Make the VPN Connection Authentication aseo AnyConnect Secure Slide the AnyConnect VPN to ON Enter your f number and password then tap on Connect Authorized Use Banner Once you have accepted the pop up you re ready to open PocketCloud and access Munis Ifyou havent already configure
10. Scheduling a Recurring Report Follow these instructions to schedule a report to run ata chosen interval and receive email notification of its completion The YTD Budget Report will be used in this example but the same principles apply to any Munis report Open the Report Click on the name of the report you d like to configure to run automatically Seg Find Saget Mons FARBAS NO C X Add as many elements to your Seg Find as you need to get the information you will wanton this recurring report then click the Accept button Access the Report Options Click on Report Options Munis 70 Execute the Report at a Scheduled Time Change the default execute time to At a scheduled time then choose the remainder of the report options to suit your needs When your report content has been configured click the Accept button Set Up the Recurring Schedule IRGEND nones force on zo zi Garo Sd Men see Mme Som pO After completing the previous step the Munis Scheduler pop up will appear First click on the Recur button Munis 71 Munis Scheduler Recurrence ony nep T sein Coi T Sunder OF nier can T ny Ca Sons d Stan RETE sere one CEng Define the recurrence pattern the run time and th
11. 10 5 The Munis Application Launcher 10 6 Quick Launch 107 Saving Scanned PDF s 63 66 70 75 77 82 91 93 96 98 100 107 110 113 116 118 120 122 124 125 1 10 8 Scanning Documents for Use in Munis 10 9 Using AnyConnect to Access Munis Outside the District PC 10 10 Using AnyConnect to Access Munis Outside the District Mac Web Favorites 114 My Programs 112 Club Accounts 113 Employee Lookup Favorite 114 Webmail Favorite 11 5 Workflow Action Daily Digest 127 130 134 139 143 146 148 150 New User Information Accessing Munis on Your Computer Before you begin using Munis follow these steps to place a shortcut on your desktop for future access Getting to this tutorial 1 Log in www k12norihstar or using your f number and password 2 Click on the Munis link lower left under Useful Links 3 Click on the New User tutorial called Accessing Munis on Your Computer Download the appropriate file for your computer operating system Download for Macs Download for Windows Save the file Opening erp tei windows rdp You have chosen to open Py erp ts1 windowsdo which isa Binary File from hitp wwwki2northstarorg Would you like vo save this A cancel Cr save PC users Ifthe file does not save automatically to your desktop find itin your downloads and drag it to your desktop Mac users Ifthe file does not save
12. Find documents in Lec4 Your view should look like of El Recent either your folder Apo these two pictures Simes ON the building 1 ewes server or in your Devices with Removable Storage computers y Docume1 edd Hrd re w Look in your file on your building server Mac users might look in their Docume folder Double click on the document you want to attach or single click and then hit the Open button Please see the tutorial entitled MUNIS Saving Scanned PDFs for more detail on how to get the documentinto a file thatis accessible on the Terminal Server Munis 87 Enter a Brief Description 1 Enter the brief description 2 Accept the input 3 Do not check the box to make the document available to non Munis users The Document is Attached There are several options at this point To add another document o this personnel action click on the Add button To view the document click on the Accept button To close this window and get back to your Personnel Action screen either click on Return or the black X in the upper right hand comer of the Attachments pane Munis 88 Review and Release ne a bea Lp ejr Review the Action Entry for completeness and accuracy Ifyou need to check to make sure that you ve attached the required documentation
13. Welcome ta MUNIS Sal Service Version 10 5 There are three links at the top right of the screen My Account gives you login and password information Log Out use this each time you are done with your session Left side bar Employee Self Service Access for all the menus Munis 48 Welcome Screen When you first log into ESS you will see a summary page with various details This is designed to be a quick at a glance summary of pertinent information 1 Personal Information This section displays the current Name Address Phone and Email information for you 2 Announcements This section contains a general announcement that all employees will see when they log in This announcement will be updated by the ESS Administrator 3 Time Off This section shows a graphical summary of leave types The earned and used totals are reflected for each leave as well as the month the time was taken 4 Paychecks This section displays your paycheck history The dollar amounts are blurred for privacy with a link to display the actual figures The most recent paychecks will display at the Munis 49 top 5 Resources This section displays important documentation and links Supervisors e g building principals are able to view leave for their staffin the section Time ESS Side Menu There are numerous options available from the lef
14. click on the Attach button again to view the When you are satisfied that the Personnel Action Entry is accurate and complete click on the Release button Where Will It Go Click on the Approvers tab if you wish to see the path that this Personnel Action Entry will take Munis 89 Finding a Saved Accepted Personnel Action Entry Persone Action Entry TRAINING DATABASE Jan 10 My Fie fae Too Hep erat Employee Ae Ifyou need to review a Personnel Action Entry open that screen in Munis then click on the Find button magnifying glass Find Personnel Action Entries for an Employee Z Peron Action Entry Muri TRANCE My tis tat Took Enter the employee fnumber Click on the Accept button Multiple Personnel Action Entries Once you ve accepted the employee number all personnel action records associated with this employee will display Multiple records if any are indicated by a number of pages that can scrolled through at the bottom of the pane Check the approval status of the record by clicking on the Approvers button Munis 90 Employee Actions Inquiry Personnel Actions Inquiry is no longer a menu option in the most recent version of Munis you now access this information through employee detail Please see instructions below Human Resources Pay Me Deparment functors Penta Say
15. if you want a printed copy is to export it to Excel and manipulate it so that you can print itto one page wide Export to Excel XML file with report data POF MHTML web archive Excel TIFF file word Click on the down arrow and choose Excel You will probably get a dialoge box open to ask if you want to open or save the file Choose either Munis 37 Format the Excel document No Sealing Print sheets at their actual size Fit Sheet on One Page Shrink the printout so that fits on page Fit All Rows on One Page Shrink the printout so that i is one page high Custom Scaling Options When you go to print the report change the scaling option from No Scaling to Fit All Columns on Munis 38 Bottom 05 Left Right Header Footer Change the orientation from Portrait Orientation to Landscape Orientation Now you are ready to print the report If you want to see detail of what has been paid or received in any of these accounts see the chapters on inquiry or go on to the next chapter to print a detail report Munis 39 Club Expense Inquiry Use the online inquiry in Munis to see what has been charged to a particular club Open Expense Inquiry Programs Ment Search Add a Program Financials Club Accounts Club Expense inquiry Cl
16. Munis 132 VPN Roady to connect You will need to enter your number and or password to complete the connection to your VPN account Once the VPN link is established use IE to navigate to munis fsd domain Be sure to disconnect from Quit your VPN session when finished Otherwise all of your browsing will continue to run through the district s network Munis 133 Using AnyConnect to Access Munis Outside the District Mac Administrators can access Munis when away from the districts network without using java Download Cisco AnyConnect onto your computer You will only need to download and install AnyConnect once Navigate to htips Avebvpn k12norihstar org and log in using your f number and password Instead of clicking on the Munis link in the Terminal Server Bookmarks area click on AnyConnect SSL VPN Service cisco A MUNIS Helens NC VNC Connections Telneissh Servers js Terminal Servers Vista Terminal Servers AnyConnect Munis 134 AnyConnect Secure Mobility Client Using Java for Installatior Sun Java apolet has started This coud take up to 60 Seconds Please walt Have patience while the program attempts to install automatically The automatic installation almost never works so click on the link as shown below abali eps Secure Mobili
17. New versions of Munis means new ActiveX Click Allow to update the GDC Munis 29 User Guides Munis 30 User Guides These Munis User Guides were distributed during the initial Munis training Munis User Manual General Ledger Manual Overview Purchasing Manual Updated 3 8 2 12 Invoice Approval Manual Updated 3 22 2012 Personnel Actions Procedures for Schools and Departments Updated 4 17 2013 Payroll Time and Attendance Manual User Guide Addenda These items were contributed by individual departments as supplementary instructions Project String Inquiry Contributed by Nichole Wood Chief Accountant 3 22 2012 Time Entry Corrections amp Substitutes Contributed by Valerie Stilipec Payroll Department Specific Requisition Instructions Travel Blanket PO Central Stores etc Contributed by Bart Grahek Purchasing Department 3 08 2012 Manis 31 Club Accounts Munis 32 Club Detail History Run a report that will show what has been charged and received in a particular club Open Club Detail History Programs Menu Central Search Adda Program Add a Category Financials V Club Accounts Club Expense inquiry Club Funding Source Inquiry Club Project Detail History Club Balance Report Click on Club Detail History on the My Programs sidebar Define the report Click on the Define button 1 Template S
18. P e 2 BROWSE P My settings OH Ls sign ot ah s Mune Dashboard LIVE n Shon sae iw vam rage carant My Workflow OL i Spi Adi Port Tempe p EE My Favorites LJ Approvais E ena ij XT lt gt 47 e 7 NE a Lau Mou HS 3 1 Clickon your name 2 Select User Profile Munis 26 GDC GWC lt TTH Laffcon Mark 7 P BB run van Munis Dashboard LIVE 7 oT VIEWS User Profile o Tyler System Admin password UserID tadfas3327 1253327 V My Favorites Using P Recent Acti KI T Haman Resources Payal 7 Maury amp Reports Siem Admin lt 1 Make your selection either GDC GWC 2 Click OK Munis 27 Allow Pop ups Uon make 2 mowe sooo ra P omne HB mee eso Munis Dashboard LIVE 7 EDIT VAS Notations Dem wy Fos LJ Approvals 9 ad Recent 1 allow pop ups select Options for this site and click Always allow Munis 28 ActiveX TT ET Munis Application Launcher Please exit Please wat detecting ActiveX control This message will close automatically when through B Munis applications before closing this page DENIED EE ci om 1
19. Webmail while in the Munis terminal server environment Log into Munis Dashboard From the Tyler Dashboard click on the Add a Favorite button at the bottom of the My Programs block Your list under the My Programs headings might look different depending on which favorites you ve added or how you ve organized them Munis 148 Clear the URL that defaults into the page My Prograi Show All Hide Name Type URL rtipz webmsitkt2norhster org o Cancel Show Alll Hide All Departmental Functions B Financials EB Human Rescurces Payroll Reports Add s Favorite Enter the Name and URL as shown above Choose a Category e g Tools Click the OK button Your screen will revert to the main Tyler Dashboard view Click on your newly created Webmail favorite A new tab will open and you can log into your Webmail account Munis 149 Workflow Action Daily Digest This tool will generate a list of your actions done on a daily basis and can be printed or exported Add a Favorite icum Define a Favorite Tyler Dashboard Lon 1 Enter a name for the favorite 2 Enter the url as follows htip goto fsd domain workfiow 3 Choose a category underwhich to file this favorite or create a new one 4 Click OK to save Munis 150 Test out you
20. automatically to your desktop open your downloads folder or the downloads manager and drag the Remote Desktop file to your computer desktop Manis 6 Your Munis v10 5 user profile and settings New versions of Munis use the Web Client by default If you prefer the Desktop Client its one you re used to follow these steps Finding My User Profile tps radek P e 2 BROWSE P My settings OH Ls sign ot ah s Mune Dashboard LIVE n Shon sae iw vam rage carant My Workflow OL i Spi Adi Port Tempe p EE My Favorites LJ Approvais E ena ij XT lt gt 47 e 7 NE a Lau Mou HS 3 1 Clickon your name 2 Select User Profile Munis 7 GDC GWC lt TTH Laffcon Mark 7 P BB run van Munis Dashboard LIVE 7 oT VIEWS User Profile o Tyler System Admin password UserID tadfas3327 1253327 V My Favorites Using P Recent Acti KI T Haman Resources Payal 7 Maury amp Reports Siem Admin lt 1 Make your selection either GDC GWC 2 Click OK Manis 8 Allow Pop ups Uon make 2 mowe sooo ra P omne HB mee eso Munis Dashboard LIVE 7 EDIT VAS Notations Dem wy Fos LJ Approvals 9 ad Recent
21. have their district email address in ESS Subs temps retirees and some other users will likely have a personal email address in ESS Ifyour email address in ESS is invalid or hasn t been entered HR can enter or modify your email address so that you can take advantage of the password retrieval function Munis 59 Trouble Logging into ESS Important notes about ESS Your user name is always your f number You have to reset your password every six months Your ESS password is seperate from your password used to do school district business The password requirement must be at least 6 characters long contain at least 1 numeric character and contain at least one uppercase character and one lowercase character If you get a message that your account has been locked you must have it reset Do this by calling Natalie 452 2000 ext 11219 You can access ESS directly by going to https selfserve k12northstar org User name Password Forgot your password Ifyour are having trouble remembering your password click the Forgot your password link Enter your user name in the textbox below and dick Retrieve Hint An email containing your password hint will be sent to you User name 1999999 Back to login screen Type in your P number and click Retrieve Hint Munis 60 You will receieve an email with the hint your created If your hint does not help you to log in you can cl
22. highlight that report Click the Execute button to run the report Step 5 Once you have clicked on the Execute button you will be returned to the YTD Budget Report pane Click on Report Options to define the display parameters for the report Munis 67 Step 6 Report te VAT ATE ROA fet ens Deke ed D der aco E mwne E one V H This picture shows the set up for the Bottom Line report Yearlperiod 2012 99 will include the memo balances Step 7 dure budget sios Prrt Revenues Version headings Include entries os creait Sort option Print revenue budgets as zero fund balance ianen x commen Ser ig lap M y ven i we xB 12 Click on the Additional Options tab Configure the Additional Options tab including the items in orange as shown above Munis 68 My Fie Edt Tools Hep A a Cut Copy Pase mu Query Ada B Bw Report Sequence Execute this report Accept your report options configuration then close that pane X out My File Edt Toos Eus m Add Update Cut Copy Pes Back on the YTD Budget Report pane click on the PDF button to render the report according to your report options Munis 69
23. the Employee Accruals option 2 Click on the Accept button View in place or select the leave type from the list File Edit Tools Help aa VACATION In this example the Balance column was dragged next to the Accrual Description column for ease of viewing Alternatively click on the type of leave and then the Accept button Munis 94 The Full Detail View 1 Te Table Irae In Herbs Nc I indore p um cene amm aem amr ES This example shows that the employee has just over 145 hours of annual leave and that 142 5 hours have been encumbered through the FNSBSD Munis employee self serve feature for future time off 1 Available hours 2 Pending hours encumbered through the FNSBSD Munis employee self serve 3 Page forward or back to view the other type of leave in this case because we are viewing the vacation time we can change pages to view the detail for sick leave Munis 95 Originator s Approved Actions Digest Browse a list of all the actions you have entered that have been approved and output posted to Munis Live Go to Actions Inquiry Start by clicking on Actions Inquiry Find the records 4 Click on the Find button 2 Enter your f number in the User field lower case f Narro
24. tutorial on the Munis Training Materials page at the district Website Additional Information On the Club Accounts Report Club Account Some account information has been added to the report to assist you in finding the correct project string to use with your club accounts You will want to refer to this chart when looking for the entire project string Munis 63 Tyler Menu Tyler Menu B Financiols Ledger Meru Gincuiries and Reports Project Accounting Project Ledger E your Munis home page locate and open Expense Inquiry for expenditures To inquire on revenues click on Funding Source Inquiry Right click on either or both of these selections to add them to your list of favorite programs if desired Find the Project String 8 Query Add Update De n 93 Cancel 1 Click the Find button 2 3 4 Enter the ReptUnit Category and Activity for the account you seek as shown on the Club Accounts Report page 5 To view all of the expenditures for a club leave the Object blank Putin all or part of the Object to narrow the results Supplies are 24500 The asterisk is viewed by the search as a wild card 6 Click the Accept button Munis 64 Verify the Project String You can navigate through the different expenditure
25. AAT CHANGE nieko Eee Grat Sa cian ANGE nb ha Perr Digital Documentation Requirements Action Code Documents Required Request for Leave LV Leave iearyteave Set f Orders and Change of Status Form Leave Without Pa Change of Status Form ly Medical es Leave of Absence more han 30days Tii ia Changs St erm Notice of Termination TEAM Terminate Employment Lene ina onthe eternal Request for Change Salary SAL Salary Change Seal Aspe Manors oi Ane NGN Apo Pato MO Foment kane stp dspprovlard Payment T supsemenaayFom nent Conn gpm Payment Spier pem ensnare esi er Follow the instructions in the tutorial entitled MUNIS Saving Scanned PDFs to make the required document available in the Munis environment Munis 83 Actions Entry Begin the Personnel Action by clicking on Actions Entry Add a New Data Record Hep Click on the Add button Employee Identitification Enpoyee ierfcaton Employee ssi Lastilane Frstlame 7554 Tourer Enter the employee s f number or click on the ellipses and filter the results to find the employee Tab to the next field to auto fil the remaining employee identificati
26. ESS Logging In 5590599572 Manis Se Senices uest tane jigi munis After navigating to Munis ESS https selfserve k12northstar org Click the Log In text in the upper right hand comer of the browser Log problems C LE sefserve kA Znorthstarorg login aspxTReturnUrl 22 Default aspxderodemuserAction Munis Self Services 1 cantlog in to ESS first try resetting your password using the Forgot your password link Munis 56 hps setferve kL2northetarorg login aps RetumUrI A2Delault aspx mode userAction Munis Self Services lick Retrieve Hint An emaii containing Your Password hint will be sont to you User name 1 Your username is your F number For example f12345 2 Click Retrieve hint Hint retrieval success gt C B hups j sefserve kl 2northstar org login aspi Retumr 2 Default aspxtmodemuserAction Munis Self Services 5 1 The system will send password reset information to your email address Munis 57 Hint retrieval email notification noroply Bk 2northstar org Request Fassworc Hint Jaruary Asie here lego NSS nie L puao Q this e mail message was sentto you in eror or you are t naving problems logging on to sie you 1 ste adninisvatos or 2 use the following link
27. Munis New User Information 14 Accessing Munis on Your Computer 12 Your Munis v10 5 user profile and settings 13 Munis Menus 14 My Workflow 15 Dashboard Overview Munis v10 5 Dashboard 24 Dashboard v10 5 amp Tyler Menu 22 Dashboard v10 5 Apply a Template 23 Dashboard v10 5 Web Paris 24 Your Munis v10 5 user profile and settings User Guides 34 User Guides Club Accounts 41 Club Detail History 42 Club AccountBalances 43 Club Expense Inquiry 44 Club Funding Source Inquiry Employee Self Service 51 ESS Overview 52 ESS Reset Password 53 Trouble Logging into ESS 11 12 14 16 18 24 26 31 33 36 40 43 47 56 60 10 Financials 64 Admin Secretary Club Account Numbers Project Strings 62 Bottom Line YTD Budget Report 63 Scheduling a Recurring Report 64 Departmental Budget Information Overview 65 Budget Report Detail Human Resources 74 Personnel Actions Entry 72 Employee Actions Inquiry 73 Accessing Employee Accruals 74 Originator s Approved Actions Digest 75 Originator s Pending Actions Digest Payroll 8 1 Payroll Time Sheet Approvals in Munis Purchasing 9 1 Purchasing Some Definitions amp Tips 92 Rejected Purchase Requisitions Tips amp Tricks 10 1 Enable right click on a Mac 102 iDevice Configuring Access to the Virtual Private Network 10 3 iDevice Remote Desktop App Configuring PocketCloud 10 4 iDevice Using PocketCloud to Access Munis
28. NC VNC Connections Telneissh Servers js Terminal Servers Vista Terminal Servers AnyConnect Munis 130 Have patience while the program attempts to install automatically The automatic installation almost never works so click the link as shown below cisco Weniaunen Platform Detection ActiveX Client from Cisco Systems What ene risk AnyConnect Secure Mobility Client This website wants to instal the following add on Any Cennect Secure Mobility Using ActiveX for Installation Please look at tne top of your browser torte Information Infomation Bar eb To proceed with setup select Install ActveX Cor mm didi 551 VPN Service NE io nos Lp Tema so re EXE Follow the steps outlined in the Setup Wizard insta e ico Aye Secure IM lent Munis 131 TB Secure Gent Setup Welcome to Cisco ry AnyConnect Secure _ Mobility Client Setup Wizard The Setup Wizard wilinstall Cisco AryCornect Seure Mobilny Cienton your computer Next to contrue or cancel to ext the setup wizard Click on the Home button and locate the AnyConnect icon Right click on the icon and pin it to the task bar for future use Click on the AnyConnecticon on your task bar Enter the vpn web address and click Connect
29. O 0 Unread 1 Approvals 2 1 Unread setings ZA Munis 12 My Workflow Notifications 0 O Unread Approvals All v IR View Detais cn Reject USC 01 15 2014 Details Available Forward K lt gt Eon senos pam Aa 63 When you click Notifications or Approvals the group expands to show each item in the category To process the workflow items select the check boxes for the applicable items and then use the Accept Reject Forward or Hold buttons to complete the action The View Details option on the Actions menu provides the item details On the Details tab the More Info option if available provides the item details in the associated Munis program The Reason option maintains the hold or rejection reason Munis 13 Dashboard Overview This is an example of the Tyler Dashboard with Web parts already added T o T7 web rars anser Munis Dashboard LIVE I steve My O weet m p 14 Munis v10 5 Dashboard Dashboard 10 5 amp Tyler Menu 10 5 Dashboard eral Program search i Main Menu Web arts maintenance MielShou A Munis Dashboard LIVE My Works O Neretos nm
30. OT be updated changed To correct an erroneous selection for Action Code or Reason Auth you must Munis 85 delete the inaccurate Personnel Action and begin again For Leave actions only proceed to the Other tab For Salary Change and Terminate Employee skip one step to Accept Your Input Other Tab What to Fill In o PE emcee ente HH BE D wem o demo ep cat For a LEAVE REQUEST ONLY In the Lower Right hand Corner 1 Enter the leave length indicate if itis a number of DAYS or HOURS 2 The Estimated Return is the date when you expect the employee back from leave Only the Action Code of Leave requires input the Other tab SAL and TERM only require input on the Main tab Accept Your Input Clickthe Accept button to save your input Munis 86 Attach the Required Documentation Click the Attach button paperclip To make the icon names appear right click on the tool bar scroll to the bottom of the list and click on Enable Text Add a Document Pending Actions Atachmants My He Edt Tools Hep COLETE Click on the Add button Browse for the Appropriate Document Coros PC Users KES nara bux o Find documents in your folder on Mac Users the building file server
31. accounts by using the navigation buttons at the bottom of the page orange rectangle Browse a list of records by clicking on the button outlined in red From this list its easy to see the complete Project String Double click on a line to view the balance information Munis 65 Bottom Line YTD Budget Report The example acount segments in this tutorial will yield results for regular instruction supplies Your results may vary depending on the account segments you enter in Step 3 Step 1 Tyler Menu B Bryer munis B Human Resources rayroll E Departmental Functions Incuiry YTD Budget From the Departmental Functions menu click on YTD Budget Report Step 2 Click on Seg Find Step 3 L GL Segment Find Maris FAIRBANKS NORTH STAR BORO O Click on the Query button Munis 66 Step 4 meis Drapdonn aesetnt Edr assent Query Decipion 7 3 BL Em Shoni Diary udgetkene Er Er Tenes amp Overtime FNC0 30 45 ne SAS Budget only peyroll Pupil Actes Daete query the query toad Clk on Execute to run it Cin Lom load but slow edis bere an Geet to remove te et Geax iens Click on the Load tab to find predefined reports Click on Bottom Line to
32. ation shown above Munis 144 Using Excel a XML with report data CSV comma PDF MHTNL web archive You can export the data into an Excel spreadsheet in order to manipulate the data and formatting Munis 145 Employee Lookup Favorite Here is a simple tool for finding an employee using several letters of their name or a few numbers of their number Add a Favorite m My Programs Show AN Hide All Departmental Functions human RescurcesiPayrolt E E Define the Favorite C 1 Enter a name for the favorite 2 Enter the url as follows http user lookup fsd domain 3 Choose a category underwhich to file this favorite or create a new one 4 Click OK Munis 146 Test out your new tool My Programs Show All Hide All peparimentai Functions Human Resources Payroit Reports Tools Alda Click on the Favorite you just added Start your search Type in any part of the person s name or f number All names or numbers containing the string you entered will appear in the list accompanied by the information indicated in the column headings Return to your Munis session by clicking on the Home Tyler Menu tab Munis 147 Webmail Favorite Add this Favorite for easy access to your district
33. ave in TylerCM archive Save as type PDF pdf The PDF type choice will check the box next to Enable hyperlinks if present Click OK Submit Your Scheduling Configuration DI Munis Sehedules dod Description ee OC em jb completes th FUE i orm st Review your input and click OK when satisfied with the configuration Should you ever wish to delete a scheduled report configuration you must notify a Munis Systems Administrator Information Systems Manis 74 Departmental Budget Information Overview Account Inquiry Start by clicking on Account Inquiry Use the Seg Find Feature Click on the Seg Find button Enter Your Departmental Information Enter at least the first two elements of the department as shown on the Munis Long Account Structure hand out distributed by Nichole Wood at Munis training Then click on the Accept button Munis 75 View browse the records LJ Use the arrow keys to page through the account pages time or click on the browse button to view the records as a list Export the Records Te Help You can export the records into Excel to view them all on a spreadsheet Munis 76 YTD Budget Report Detail This tutorial is meant to be used in conjunc
34. ccount name or the Short account name suggest always choosing Long 4 Leave these two boxes checked Munis 34 Accept 2 Click on the Green Check Mark to accept or hit Enter Choose your output RAB Choose how you want to ouput the report suggest using the PDF report Munis 35 Club Account Balances How to run the Club Account Balances report to get current available balances for your clubs Programs Menu Central Search Adda Program Adda Category Financials Y Club Accounts Club Expense Inquiry Club Funding Source Inquiry Club Project Detail History Club Balance Report Click on the Club Account Balances link on the My Programs sidebar A new window will open in Internet Explorer Log In Enter your user name and password to access this data Log tn Name 1316013 Password ve Use your and password just like when you log into Munis Hit Enter Choose a Location and Fiscal Year change credentials Location T Fiscal Year 2013 Itshould default to your location If it doesn t you can use the drop down to choose the correct location Then choose the fiscal year you would like to see balances for It will default to the current fiscal year Munis 36 The reportis really meant to be viewed on screen If you try to printit be prepared to get out some tape My suggestion
35. click Show All on the Navigation Menu To quickly collapse the Favorites Menu or the Views Menu click Hide All on the Navigation Menu Munis 142 Club Accounts This tutorial guides you through the process of adding a favorite to render a report showing your club account balances Add a Favorite My Programs Show Hide All departmental Functions Click on the Add a Favorite button to add the link to the club accounts report to your list of favorite programs Define the Favorite My Programs Show AI Hide All VV Open in a Naw Window Cancel 1 Give the link a name Club Accounts 2 Enter the url as follows http goto fsd domain clubaccounts 3 Create a category to hold this report if you wish Reports 4 Click the OK button Munis 143 Go to the Link My Programs Show All Hide All Departmental Functions Time Enty rt Click on Club Accounts Enter Your f number and Password B viser x sme rm G MUNI Rica Scheer Club IK g lt Home Accounting gt School Club Accounts Home My Subs Entar your user name and passnerd to access this data Enter your number and password then click View Report The resulting report will show all your club accounts and their respective View the Report Balance The report offers the inform
36. d Pocket Cloud view the tutorial entitled iDevice Using PocketCloud to Access Munis Munis 117 iDevice Remote Desktop App Configuring PocketCloud Downloading PocketCloud Remote Desktop App gives you the ability to access Munis from an iPhone or iPad Building and district administrators may also access the districts Virtual Private Network VPN when outside the FNSBSD network See the tutorial entitled iDevice Configuring Access to the Virtual Private Network for instructions on how to get access Only building and district administrators will be given VPN access to the district s network Visit the App Store In your search bar type PocketCloud Select the FREE version and download Open the app and select Advanced users If prompted to send anonymous usage statistics select NO Depending on what operating system you are using you might get directly to the connection type see below or might need to take these steps 1 Tap on My Computers 2 Tap on the plus symbol Munis 118 Q Eyes New Computer Connection Settings Coir Depth nousanas of colors Ken Layout English United states Complete the settings as follows 1 Munis 2 erp ts1 fsd domain 3 your f number 4 your password 5 FSD 6 SAVE your settings Instructions for using PocketCloud are located in the tutorial iDevice Using PocketCloud to Access Munis Munis 119 U
37. e range of recurrence to meet your needs then click OK Notification Soto VETER at ne sen eg sO RE E een FI Click on the Notify button to set up email notifications when the reportis ready to view Munis 72 Munis Scheduler Notifications Munis Scheduler Notifications Fens select the job events For ih you would ike to send ries uD rle 1D or the the arat adess of th sach of ver Ub exes Be s deese Unless you want to be notified at any other point in the process start with the Clear All button Then in the top Event drop down select the option When job completes include document link s for ease of locating the reportin Munis Input your f number for notification delivery to your email Inbox Click the OK button at the bottom right of the pane not pictured Output Config same Staten memet 1 t abs taroa sre vor erred Ch output to Ee Click on the Output button to finish the scheduler settings Munis 73 Configure the Report Output a eU ou Le ces TS Change the following Output type Save S
38. election Template Selection Report template PROJOTLHIS 22 V Master Report tile Gub Account Detail History You can change the report itle if you wish This template is a shared template though Keep in mind thatif you change the report title the next user MUNIS wide who runs this report will see your report fiie Munis 33 2 Account Selection Account Selection Expense ReptUnit 5410 Category 120 Activity 12150 Object Funding Source Rept nt 5410 Catagory 120 Activity 12150 Object Choose the club If you want to know both what was charged AND what deposits have been received you must fill out both Expense column and the Funding Source column You do have the option to do one or the other as well Leaving the Object blank will allow you to get ALL the objects that have had activity 3 Report Options Report Options Month Year range Sort Sequence 1 Sort Sequence 2 Sort Sequence 3 Sort Sequence 4 Include Acct Nama x 2012 e Page Total Break Heo El Project Segment Category Category AciviylActivity Objecyobject XT Include journal detail Journal source code V Include Vendor detail Z include employee detail 1 Choose the date range I suggest that you always run for the whole fiscal year 2 Choose the sort sequence 3 Choose whether you want the Long a
39. eper toca oriy Refer to the Financials portion of the training manual for descriptions of all the fields starting on page 36 order to configure a report with detail you must uncheck Totals only Note The period referred to in the Year period field refers to the month of the fiscal calendar that the report should cover For example 1 July 5 November The period 12 will yield the entire year Munis 79 Additional Options ent options addtional options Options Include raquistion amounts erties 2 Print Revenues enge r entries Print revenue as cect P Sort option Print revenus budgets as zero F Detal format opten eose tama find balance JE comments n ET r Pirk Msn ne year vien r Pre ona derat exceed 39 dears 7 woke Unchecking the Totals only box the Print Options tab allows you to opt to Print Journal detail for a specified period After clicking on the Accept button close the Report Options screen Viewing the Report After closing out of the Report Options page you may choose to display the report to your screen by clicking on the Display button or click the PDF button to view your report as a pdf Munis 80 Human Resources Munis 81 Personnel Actions Entry When an admin secretary is contac
40. esults by clicking on the Browse button located toward the bottom of the pane circled in green in the image above General Commodity vs Commodity Commodity When you initiate a purchase requisition on the Requisition Entry screen click on the ellipses and choose a General Commodity that best categorizes your entire requisition This field is referenced on page 3 of the Purchasing Manual Do not choose a Commodity on the Line Detail screen You might have seen a reference to this on page 8 of the Purchasing manual Our organization does not use commodity codes on the line detail screen so you can tab past this field Munis 107 Description Line Detail Screen ProductID Ej TZEE51 BROTHER LAMINATED LABEL TAPE ELACK ON YELLOW gam Addl Desc Notes Description in requisitions to Vendors Ifyou have the item number that an outside vendor uses to identify the line item put that number in the Description field Note The description autofills for Central Stores items Attachments Regus Ey Mark NORTH STAR ROROUGH SCHOOL DIST 1 9 E a m9 9445 s E PEZ Sw ee tene Ifyou have a quote from the vendor attach it to the Requisition Entry Inventory Item Number and Inventory Location Central Stores Orders Only 4 The Inventory Item and Inventory Location fields on the Line Detail page w
41. h the drop down 2 Click here to view an image of your actual W 2 4 W 4 Information WAYNE JOHN FEDERAL Marital sums VARRED Exemptions _0 This screen allows you to view your current federal withholding elections Munis 52 Paycheck Simulator Paycheck Simulator Pay v Suichi deducto cycles the etre page Pay Details eb Je Description Pay Hours Perentge Amoun ESSASEORETARY jpg REGULAR z I I 9 ESSASECRETARY qop ma ao Sn Federal MARRIED v S D Dedede Destin Aw Essa MEMBER DUES 57 75 se PERS EMPLOYEE DEFNED TE FLEX sro HEALTH EMPLOYEE INSURANCE NE This screen allows you to view your current deductions and to make modifications and recalculate what if example of your paycheck This only serves as a simulator and does not change any of your elections or deductions Munis 53 Personal Information Personal Information Employes Proto Namo change Preferred Name WA Home Addres FARBANKS AK 09701 Email john wayak org Morato Email W2 Delivery Method Mal and emat Telephone Asa Teephane number Type Description Humber United PRIMARY PHONE 07 462 2000 No EXTENSION 07 12 2000 No Change Delete 907 4522000 1 Change Delete Dependents Name Relations
42. hip Date Oth Gonder Student JOHN WAYNE EMPLOYEE 79 MAE Ne JANICE WAYNE can FEMALE eta MARY WANE SPOUSE anonsas FEMA Mo Deis ney Contacts Name Relationship Phone STEVE WAYNE range Dal MARY WAYNE SPOUSE oras tens Change Delete This screen allows you to view and make changes to the personal information on file in Munis The items in green are selectable to edit your information You can also see your dependents and gives you the ability to confirm details for accuracy Employee Profile This screen gives you an overview of all your personal information for accuracy If any discrepencies are discovered please contact the Human Resources Department Munis 54 Time Fine oF This screen gives you leave totals for earned taken and available Supervisors have the ability to view your staff accruals in the employee drop down Training Opportunities Training Opportunities Description PRECAUTIONS AGAINST BLOOD BORNE PATHOGENS REFRESHER This screen lists available training opportunities 4 5 2012 to 12 31 9999 3 25 2015 to 5 7 2015 4 11 2015 to 973072015 52015 Courses Calendar My Training 12 00 AM 8 30 AM eta enron Detais Enrol Munis 55 ESS Reset Password This lesson gives a step by step demonstration of the password reset process in Munis
43. ick the link to generate a temporary password Password Regeneration When you cick the Submit button new temporary password will be generated and sent to your personal email address Upon first usage of the newly generated password you wil be prompted to change it Initiate Password Regeneration You must click Submit on this screen to email yourself a temporary password Follow the directions on the screen once it says an email was sent You will receive an email with a temporary password Go to the log in page again and use your temporary password New password must be at least 6 characters long contain at least 1 numeric character and contain at least uppercase character and one lowercase character Current password New password Password strength Acceptable Confirm new password New password hint Dogs name YOB and upper L s You will be prompted to change your password PLEASE putin a good password hint Ifyou getan error message saying that it did not like your current old password try logging in with the new password you just tried creating Manis 61 Financials Munis 62 Admin Secretary Club Account Numbers Project Strings Using the Club Accounts favorite to help identify the correct account number for related expenditures Open Your Club Accounts Favorite Ifyou havent already made a favorite for the Club Accounts Report find the
44. ill only be used if you are obtaining an item from Central Stores Munis 108 When you tab forward after filling in the Inventory Item Number the Inventory Location fills in with CS This refers to Central Stores not the unit of measure 2 Please check your unit of measure UOM in the column to the right AFTER you tab forward from the Location field In this example the Unit of Measure for the item facial tissues displays as CASE when you insert the Inventory Item Number but changes to BOX when you tab to the TYPE of Inventory Item 3 Once you have tabbed past the Inventory Location and verified the UOM check your Quantity so that you will get the number of items you anticipate In the case of facial tissues as shown above this order would fill with one box of tissues In order to get a CASE of tissues the Quantity must be changed to 30 as shown in the Description field 4 The description autofills for Central Stores orders In the case of an order to an outside vendor please put the vendor s item number if available in this field Munis 109 Rejected Purchase Requisitions This lesson specifically refers to rejected purchase requistions however the same process could be used to find other categories of requisitions 1 Rejected 2 Created 4 Allocated 6 Released 8 Approved 0 Converted Requisition Entry Tyler Menu Start by opening the Requisition Entry page E
45. ly added to the favorites list All programs are listed in alphabetical order under the Module not in the MUNIS Menu order Add a Website to My Programs Types uat 2 Le 1 Atthe bottom of the Navigation Menu click the Add A Favorite button 2 In the Name field enter the name that you want to appear in the My Programs list Munis 141 3 In the URL field enter the URL to the website be sure to include the 4 In the Category field enter a category or choose from the list Note Users can create personalized categories by typing a category name Once the category has been added it can be chosen from the list 5 Check Open in a New Window to have the website open in its own window 6 Click the OK button The website will appear in your Favorite list Edit or Delete a Favorite Show Hide All Departmental Functions Actions Inquiry Employee Miscellaneous nonc Add sFevorte To edit or delete a favorite on the Navigation Menu click on the Edit button next to the favorite that you want to edit or delete Edit the favorite as needed or click on the Delete this Favorite button at the bottom of the menu to delete from your favorites Once deleted the favorite will no longer be available in your favorites list Expand and Collapse the Favorites Menu Show All Hide All To quickly expand the Favorites Menu
46. menu tree Quick Launch Tyler Dashboard B BG B B ais Click on the binoculars to initiate the Quick Launch pop up Type In the Search Field Dashboard Quick Launch el x Zy Menu tems 3 Rinno Th B hens Betis ast losen Finance Accounts Payable gt Invoice Processing Click your cursor in the search field then begin typing the name of the application A list of menu items containing the characters you ve entered will display Note that if you hover over the name of an application you can see where the page is located the menu tree Source Location Click once on the name of the desired menu item to launch it Close the Dashboard Quick Launch by clicking on the X at the far right of the search field Munis 124 Saving Scanned PDF s 1 While in Munis click on your Webmail favorite to open your email If you do not have this Web favorite please obtain the tutorial from the Munis Training Material page at the district website Alternatively open your webmail in a new tab with the url http webmail k12northstar org in order to access your email ECJEN PR soy a eam Spagna Ta Tram F 2 Click on download for PDF you would like to access ms a Tl 3 Select Open to view your document
47. o view the button labels Review Time Entered Click on the Adobe PDF button Munis 103 Run the Review Report I Time Erery Muris TEST DE 025 011 Reloaded 1137 10 BET Katare 1 feme SWONDARSTN 3 tronco I D The default report style is Standard Change this option to Review using the drop down menu Click on the green Accept button Review the PDF Report i i r1 E Munis 104 After reviewing the submitted time you can choose to approve reject hold or forward the payroll time entry batch Initiate the action from one of two places either from the Workflow section of the Time Entry pop up screen A or by clicking the Update link on your workflow approvals page There will be an opportunity to leave a brief comment as applicable Munis 105 Purchasing Munis 106 Purchasing Some Definitions amp Tips List Your Req s depre zi How can you browse a list of all your purchase reqs To view all your purchase reqs open the Requisition Entry screen Click on the Find button Enter your school department code in the appropriate field and or your f number in the Entered By field Click the check mark Okay button Browse the r
48. of our users recommends an iPad or iPhone stylus like a pen with a soft tip for clicking on buttons and other targets in this smaller setting Ending your VPN Enabled Munis Session At the end of your session as always please remember to Sign Out of Munis steps 1 amp 2 and Log off the terminal server environment see steps 3 amp 4 Turn VPN Off AnyConnect S 1 Return to Cisco AnyConnect 2 Tum OFF the VPN Munis 121 The Munis Application Launcher After logging in to Munis the first ime you click on an application link for example Actions Entry another tab opens in your browser and you will be moved from the Munis home page to this new tab known as the Munis Application Launcher This tutorial describes two aspects of the Munis Application Launcher 1 How to configure the Munis Application Launcher page to automatically move to the background of your browser session and 2 How the Munis Application Launcher can help when you encounter an error in a Munis application Configuration Options Munis Application Launcher Leser Page Options as a popp window Requires IE tab setting Let IE decide the GDCAX Control by defen UNIS programs to the foreground say for TEG Rasetto Defaults Here s how to make the Munis Application Launcher appear as a pop up and automatically move to the background of your browser session you will
49. on information You might get errors at the bottom of the screen or pop ups warning you that additional Personnel Actions are pending for this employee In most cases there is no conflict between the pending actions and itis acceptable to proceed Munis 84 Main Tab What to Fill In Fle Est denk oe cote esto Employee IE ML m B f briona Mete Date ation Code sene E Blew peo Tab from field to field 1 Effective Date the date that the personnel action begins 2 Action Code choose according to chart in Introduction to this lesson LV Leave SAL Salary Change or TERM Terminate Employes 3 Reason Auth as if required by the chartin the introduction to this lesson Shortcut Highlight the Reason Auth field and then type in 2 letters of the abbreviation of the option you want The selection will load into the field in the above example you d type in LA Use your up and down arrows to find nearby reasons if the one that pops in is close but not exactly correct 4 Brief comment Include the account number that this personnel action will be charged to as appropriate Please Note Be careful when choosing the Action Code and Reason Auth Once you have accepted your entry using the green check mark button those two items can N
50. only have to do this reconfiguration once First sign into Munis Then follow these steps Open the Departmental Functions folder Click on any link e g Account Inquiry Your Internet Explorer page will change from the Tyler Home page to the Munis Application Launcher On the Munis Application Launcher page 1 Click on the Options link 2 Check the first box to open as a pop up window 3 Save this change Next time you starta Munis session and click on an application link the Munis Application Launcher will pop up and move to the background Your browser session will remain on the Munis Home page Munis 122 Using the Munis Application Launcher The Application Launcher be used as a sort of force quit for Munis pages that are not responding Follow these steps for a demonstration of how to use it First sign into Munis Then follow these steps Open the Departmental Functions folder Click on any link e g Requisition Entry Wait for the page to appear then minimize it don t close it Go to the Munis Application Launcher tab or pop up 1 Click on the middle icon Connections 2 Click on the block of information that relates to the frozen page then 3 Click on the Close button You may choose to close a single application or all applications Munis 123 Quick Launch Here s a shortcut for finding an application without going through the
51. p Restart Shut Down Log Out Mark Laffoon 0380 1 Click the Apple Icon in the top left of the screen 2 Clcikon System Preferences Munis 113 Enter Mouse settings m suu Dock mision Language Como Catet OSB DVDs Displays Energy Keyboard 8 Tfackpad Pintasan Sound po Internet amp Wireless B 0 m Cloud Contacts Bluetooth Sharing fpes 9 Q s e Ex pm ph TEM Desttoo Host Click the Mouse icon Munis 114 Changing the Mouse Settings gt show al eS Scroll direction natural Tracking Double click Scrolling Primary Button Primary Button Secondary Button Mission Control Expos App Windows Expos Desktop Dashboard Application Switcher Spotlight ther Scrolling _ Vertical and Horizontal Set Up Bluetooth Mouse 7 1 Select the dropdown menu on the right 2 Click Secondary Button 3 Close the window Munis 115 iDevice Configuring Access to the Virtual Private Network Building administrators and certain other managers have Virtual Private Network VPN accounts that allow connection to the terminal server that hosts Munis when located outside the reach of the districts network Accessing munis via VPN is somewhat different when using an iDevice versus desktop or laptop computer
52. r new tool Use your number and password Test out your new tool 0 fem T My Workflow Action Daily Digest 2 1 2012 1 Select the date you would like to view 2 Click View Report When choosing different days you must click View Report to refresh the data Click on the to show the actions in that category 3 You can also export this data into a PDF by clicking the disc Remember if you choose to save the document you must save it in your file server folder Munis 151
53. s 1 Select the Menu tab 2 Departmental Functions 3 Employee Inquiry ES 1 Select the finder tool to search by number or name 2 Once you have the employee select Detail Munis 91 eels aw YEE FED ssepe 1 Select Personnel Actions 2 Then the green check mark for accept The employee and their various Personnel Actions will be displayed Munis 92 Accessing Employee Accruals This document describes how to find an employees leave balances Departmental Functions gt Employee Inquiry n a P eum d r Man ors sey tmocroup Useroefred rot ae 2 f 2 EE Se Pay Frequency Project Recount 1 Begin by clicking on the Find button 2 Enter the emplyee s without the f 3 Click on the Accept button The employee information will in View the Detail k My Est Took Click on the Detail button Munis 93 Select Employee Accruals x My file Edit Tools Help eee m DIC Accept Enter EMPLOYEE MASTER MAIN t Fist usen DEFINED FIELDS EMPLOYEE PAY RECURRING PAY EMPLOYEE CERTIFICATIONS d 1 Select
54. sing PocketCloud to Access Munis Ifyou have not already followed the instructions in the tutorial entitled iDevice Remote Desktop App Configuring PocketCloud please do so prior to utilizing this tutorial All tutorials can be found on the district Website Real Network or Virtual Network ceo AnyConnec This step is not necessary for users who are within range of the district s network Administrators who are physically outside the reach of the districts network must first access the network using a Virtual Private Network VPN app If you haven t already downloaded and configured Cicso AnyConnect on your iDevice please refer to the tutorial entitled iDevice Configuring Access to the Virtual Private Network Only building and district administrators have VPN accounts Once configured locate and open your Cisco AnyConnect app the VPN ON and initiate access to the VPN using your f number and password PocketCloud Click on the Home button on your iDevice to retum to the normal view Find your PocketCloud app and open it Connect to the Terminal Server Click on the Connect button to enter the terminal server environment Munis 120 Double Click the Internet Explorer Icon From this point your Munis experience will be very much like a session initiated on your desktop or laptop computer The screen desktop background is probably black One
55. stricts network Munis 137 Web Favorites Munis 138 My Programs My Programs allows you to add and remove Favorites Favorites provide quick access to the MUNIS Menu and user entered websites You can also hide the My Programs to see more of the Main Screen Hiding My Programs To hide the Navigation Menu click on the Left Arrow at the top of the Navigation Menu Displaying My Programs To display the Navigation Menu click the Right Arrow on the left of the screen Munis 139 Add MUNIS Menu Program to My Programs Tyler Dashboard Ba setings ED Tyler Menu Bryer Favorites E departmental Functions Account Inquiry account X Refererce TD Budget Report Vendor Inquiry Purchase Order Inquiry Johan Jansing STEPS 1 Make sure that the My Favorites web partis closed else the favorite will appear there See the Closing Web Parts section in this document for more information 2 On the MUNIS Menu navigate to the desired program 3 Right click on the program 4 Click the OK button Munis 140 Viewing My Programs Tyler Dashboard Departmental Functions Actions Inquiry Employee inquiry Add The Module and the selected program will now appear in you re my Programs list Note If the added program is the first to be added under the MUNIS Module then the Module name is automatical
56. t side menu Benefits Benefits curent vear rections mme PANA EMPLONEE amp This section displays your current benefit elections During the November Open Enrollment you will be given the opportunity to change your elections with links to the pertinent documents to download and submit to Human Resources as needed Munis 50 Certifications Certifications me ee Level Eee AEOURED ABUSE PREVENTION Any current certifications you hold will be viewable here This gives you the ability to confirm the details for accuracy Pay Tax Information PaylTax information Waren Fen ins Eat Vas Dad This screen allows you to view all your paychecks and drill down into each check detail This detail is available since the transition to Munis on January 1 2012 Manis 51 W 2 Information Year 204 0 S20 AVENUE FAIRBANKS 99701 eo PARTY sick STATUTORY EMPLOYEE Wages nd Tax ross UEDICARE SOCIAL SECURITY TPS E ALLOCATED nes sue ET CUFE INSURANCE xus EXP T This screen allow you to view your W 2 elections 1 The current year is displayed by default previous years can be viewed wit
57. ted by an employee requesting a change or addition to the individual s record that affects status pay or position the secretary requests that the employee complete and sign the proper form and coordinate it through the employee s supervisor Once completed and signed the admin secretary scans and saves a digitized copy of the form letter or email The copy will be used as part of the PA when itis initiated Please Note Personnel Actions should only be utilized for the Action Codes amp Areas Covered noted below Creating a Personnel Action Entry does not create a pay record Personnel Action Entries will not be entered for ordinary Sick Leave Personal Leave or Annual Leave However these three leave types should be noted for payroll purposes in your Munis Time Entry for the appropriate time frame Munis 82 Personnel Actions Entry Guidelines at the school or department Personnel Action Code Code PONOT USE ARENSON A sisi en Adiabene iy ele Gar A e aaa rome UML ay tev Prison TAN BONOT USE AREASON eA Suv SAL SAAR CHANGE LSAS Cn po studert Adi Soie SA CHANGES Papert sas Pamant Aa CHANGE MCA prc ont CINE MOA reni Muy pA e CHANGE and Payen SP sepon SAL S
58. through the 5 entries to view each record individually Click on the Approvers button for each record to see where the action is in the approval process Munis 98 Payroll Munis 99 Payroll Time Sheet Approvals in Munis Log in to Munis Use your desktop icon shortcut to reach the Munis terminal server Once you have connected to the terminal server double click on the Internet Explorer icon Enter your and password to log in in to Munis Munis 100 Tenga tyler This sample principal has 43 approvals 35 of which are new Single click on the approvals icon to view the list of approvals My Workflow Approvals went ian zam Click on the category Time Entry Approval Run Warrant Batch to open that folder Click on the Viewer icon binoculars to review a batch Munis 101 Verify the Pay Period Dates aa araa Ex meme E m N Ifthe pay period dates are correct click Yes Ifincorrect contact the Payroll Department Munis 102 Enabling Text in the Bar HB ao 3 Pt Day FOF sae sean Detail m Vend import Preferences Ne acetone pe Gier tome p EXT Gemini Labels PS E About nani 155 n Ifyour Munis page opens without labels for the buttons on the tool bar right click on the tool bar and choose Enable Text t
59. tion with the Financials segment of the Munis training documentation YTD Budget Report Departmental Functions Bllacccurt Inquiry Locate and click the YTD Budget Report option under Departmental Functions Use the Seg Find TD Badger Mis FARANE NORTH STA Click on the Seg Find button Complete Seg Find Screen The above search would yield all of the General Fund Accounts for Lathrop High School Once you have entered account segments click on the Accept button Munis 77 Report Options Report Options Project Define sequencing totals spacing ete Rolup year Rolup program Account ypefstats Account type Account statue Notice that the Seg Find returned a number of records in this case 23 Click on the Report Options to define the parameters for your report output Munis 78 Report Sequence amp Print Options Carel My File Edt Toole Hap Report ET va TET rran gt sequence r r r rexmat Fia gt pene r cueesieobdaus Report tite RTOSWEBUMEIREXRT Pire optine poc opune Tele ony accounts ta ed TE tecr pester of bupet Wem T ianea pasta bec T campfowate Pntspetogtons 17 Eros io r
60. to your Munis record 3 Tap on Munis 128 Choose the Destination Either find your email address in the Address Book or tap on E mail and enter your address manually Check Your Email While in the Terminal Server Igino128 C01 pat 21 8 KB Proviow Download Biotcaso Remove 0123 002 pat 22 KB Preview Download Remove 122 COS pd 17 KB Preview Download Briefcase Remove 0128 004 pat 16 8 KB Prevew Download Bretcase Remove is 0122 pdf 26 2 KB Preview Download Briefcase Remove 0128 006 pdf 30 2 KB Preview Download Briefcase Remove nsn 0123 007 pdf 29 5 KB Preview Download B efcase Remove Your multi page document has been sent to you in individual pages in the pdf format The scanned pages will arrive in one or more emails Next step check out the tutorial called Saving Scanned PDFs Munis 129 Using AnyConnect to Access Munis Outside the District PC Administrators can access Munis when away from the districts network without using java Download Cisco AnyConnect onto your computer You will only need to download and install AnyConnect once Navigate to https webvpn ki2northstar org and log in using your f number and password Instead of clicking on the Munis link in the Terminal Server Bookmarks area click on AnyConnect SSL VPN Service cisco A MUNIS Helens
61. ty Client Manual instalation Web based instalation wes unsuccessful f you wish to Insta te Cisco AnyConnect Secure Mobilty Clent you may download an stalier package Munis 135 Opening anyconnect macos S104039 web You have chosen to open 8 anyconnect macosx 3 1 04059 web deploy k9 dmg which is Document 4 7 MB from https webvpn k12northstar org What should Firefox do with this file oven wit DiskimageMounter efai Save File Do this automatically for files like this from now or Double click on the VPN package You can use the spotlight magnifying glass icon in upper right comer of your computer desktop to search dor the AnyConnect application Click on it to open 3 Show All in Finder Top Hit Cisco AnyConnect Secure Mobility Client Applications 3 Cisco AnyConnect Secure Mobility Client Munis 136 Now mat he tzon Your dock or on tha kan and cheer opten io kaap EID Login in Finder ect Show Wind Hide see ey Cin r You will need to enter your number and or password to complete the connection to the VPN session Once connected you can double click on the remote desktop icon to access Munis just as you would when you re on the district network Be sure to disconnect from Quit your VPN session when finished Otherwise all of your browsing will continue to run through the di
62. ub Funding Source Inquiry Club Project Detail Hisiory Club Balance Report Click on Club Expense Inquiry on the My Programs Munis 40 Explore the Expense Inquiry screen Find the Account Click on the magnifying glass to find Sting Detai 2 Rept nit Ez Tal B 120 2 Activity 12150 Tal object 24250 Define the account string to look up You can fill in any combination of the segments Munis 41 Look at the detail Project Year 2012 Original Budget OD Transfers in Transfers out Revised Budget Actual Memo Encumbrances Soy Encumbrances OD Requisitions umen inception toSOY 201990 available 7 22539518 Percent Used 000 Notice that there are no budgets Club accounts don thave budgets The Actual Memo line is what has been spent so far in the current year there were open purchase orders there would be an amountin Encumbrance line You can see open requisitions on the Requisition line To view the detail click on the file folder icon eesxanammgem FERRET one Date Souc Pot 7 mun Cei Warant Ven omoa 10616 27080 SUNNE TRAVEL ouno omoa sas zem SUNSHINE TRAVEL omoa ooo Da age SUNSHINE TRAVEL M caoeno OMA 15046 20075 BUDGET RENT A CAR OF FAIRBANKS 254
63. w the results by entering an Entry Date indicate before with lt or after with the gt symbol see example When you have finished putting in the criteria for your find click on the Accept button View the records In this example there are 17 personnel actions entered by this user that have been fully approved and output posted Click on the Browse button to view the list or page through the entries to view each record Munis 96 individually Munis 97 Originator s Pending Actions Digest Browse a list of all the actions you have entered that are pending approval or pending output posting Go to Actions Entry Start by clicking on Actions Entry Find the records esee theta role L a Jr oe ec Date ru 1 Click on the Find button 2 Enter your f number in the User field lower case f You may enter additional information to narrow down the list such as Entry Date narrow your results if you wish by using the gt symbol to pull records entered affer a specific date or the lt symbol for all records entered before a specific date Status or Action Category 3 When you have finished putting in the criteria for your Find click on the Accept button View the records This user has entered five personnel actions that have not been fully completed Click on the Browse button to view the list or page
64. xample Obtain a List of Rejected Requisitions 1 Click the Find button 2 Enter your department location Dept Loc number 3 Enter the number 1 for Rejected in the Status box See the note in the introduction to this lesson for a list of all status codes 4 Click the Accept button 5 Click the Browse button on the resulting page to view a list of your departments requisitions View the List Double click on the line of the rejected item you wish to inspect to open the record Munis 110 Find the issue Wotton imas Click on the Approvers button to view the reason for rejection Read the Comment The comment will explain how the purchase requisition was incomplete or incorrect Activate Update Revise and Release nego ava NORTHSTAR SORUS SCHOOL EST Ny Fle Tos Hel ojt 6 s tees feo informate sca year TRF arent CENE mp3 p Parsee 1 Activate the req 2 Click the Update button 3 Revise or correct the requisition as per the comment 4 Release the requisition Munis 111 Tips amp Tricks Enable right click Open System Preferences ScreenSteps File Edit Les App Store System Preferences J gt Recent Items gt Force Quit ScreenSteps OHO Slee

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