Section 1.8, Post Authorization Notification (PAN) - PPS
Contents
1. Home Dept 000900 TRAINING ONLY Emp Rel Cd E Other Emp Status I Inactive Emp Rel Un CX CUE Clerical Hire Date 06 05 95 EUC CX CUE Clerical Student Status 3 Undergrd Stu EREP U Registered Units 12 BELI 5 No benefits eligibility Retirement N Not Eligible Derived BELI 5 No benefits eligib FICA Elig N Not Eligible BELI Eff Date 06 05 95 Ret FICA Derive Status Qual 1 2 Citizenship C U S Citizen Next Review Type Visa Type Next Review Date Work Permit End Date Probationary End Separation Date LOA Begin Date Last Day on Pay Status LOA Return Date Destination LOA Reason Separation Rsn Appointment and Distribution Information Action Code Translation Action 40 Other Appointment Action referring to the changes to Appt 10 amp Dist 11 Action 50 Other Distribution Action 10 4920 ASSISTANT III Dept CROWN MERRILL APARTMENTS Term of Service 06 05 95 to 04 17 96 Time 20 Grade TUC CX LV N z 09 30 96 Change highlighted by for New Data shown new data and for old data above the Old Data Personnel Program Staff Prof Appt Type Limitd Restr Basis Paid Over 11 Pay Category REG REGULAR 5 8400 Hourly Step at 20 00 Variable Time effective 09 25 95 with an end date of 04 17 96 06 14 96 from account 7 761340 70490 2 Work Study Federal Action Code Translation referring to the changes to the New Appt 20 am2. A 06 30 96 Personnel Program Prof Staff Appt Type Career Basis Paid Over 11 Pay Category REG REGULAR 1 796 00 Monthly St 1 6 at 75 00 Fixed Time effective 08 01 95 with an end date of 06 30 03 06 30 96 from account 7 405002 19900 2 Preparer SCPPSTJS extension of appt 10 dist 11 General Information Home Dept 960900 TRAINING ONLY Emp Rel Cd E Other Emp Status A Active Emp Rel Un lt I Inactive gt lt CX CUE Clerical gt Hire Date 08 01 95 EUC Student Status 1 Not Registered EREP C Covered lt none gt Next Func 1 Help 3 Return 4 Print 6 FudNotif 7 Backward 8 Forward 12 Exit 3 Return 4 Print 6 FudNotif NOTIFICATION VIEWED ONLINE PAGE 4 OF 4 8 Forward 12 Exit ucemysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCIARVO I10863 SCT PostAuth Notify 03 19 03 10 25 43 NOTIFICATION VIEWED ONLINE PAGE 2 OF 4 Retietty Rowen vee aoro ar OA App PPP Tran EAPP Userid SCPPSTJS Date 03 03 03 Time 11 31 01 Name UserID or e mail Type Status uccmysb ucop edu TN3270 TN5250 Connection UCIARVO I0863 SCT PostAuth Notify 63 19 03 10 34 15 Activity Review Userid SCPPSJAG Page 02 of 04 App PPP Tran EAPP Userid SCPPSTJS Date 03 03 03 Time 11 31 01 Registered Units BELI 1 Full Benefits Retirement U UCRP Derived BELI 1 Full Benefits FICA Elig E OASDI amp Medicare BELI Eff Date 08 01 95 Ret FICA Derive Y Elig Auto Derive Status Qua
3. Santa Cruz Mandatory Reviewer The responsibilities of the Mandatory Reviewer are provided in the Roles and Responsibilities section of this manual section 1 2 Each automatic reviewer will be set up in the system as Mandatory or Non Mandatory It is possible for a reviewer to be designated as Mandatory for reviewing some events and Non mandatory for other events Employee Populations Characteristics of the employee record i e the Appointment Type the Program Type and Student Status are utilized to enable PAN distribution based on the employee population for which a Reviewer is responsible For example if a Mandatory Reviewer is only responsible for reviewing PANs for non academic student employees it is possible to exclude any PANs about staff and academic employees in the service center by selecting the student employment category The employee populations are broadly categorized as Staff Academic and Student and are further categorized as shown in the following table Staff Academic Student Employees Employees Employees Sr Managers Ladder Rank Undergraduate Faculty Managers amp Sr Other Non Student Graduate Professionals Academics Professional amp Graduate Work Study Support Staff Career Staff Undergraduate Non Work Study 1 8 2 PAN Overview PPS User Manual PPS OVERVIEW Events An event which requires that an individual or office be notified may be characterized as follows e any change
4. screen e Press F3 Return to return to the data entry screen or bundle prior to updating the record Choose this option to make additional changes to the employee record if desired Note If you F3 back to the data entry function or bundle comments and or additional users added on the PAN preparation are not lost To re invoke PAN press F5 Update from the data entry screen Notification Preparation Pressing F10 NotfPrep from the Comments Entry screen will display the Notification Preparation screen Payroll Personnel System May 2003 University of California Santa Cruz NOTIFICATION PREPARATION SCREEN uccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCENPRO E1415 SCT Postfuth Notify 63 19 03 10 48 41 Notification Preparation Userid SCPPSJAG Page 903 of 03 Employee PETER P PAN Preparer Julie A Goldstein ID 050000120 Phone 459 5541 Action 18 Change In Fund Source Email julieg ucsc edu Reviewers Primary SCTRNG7 pps_office ucsc edu TRAININGG6G7 USER SCPPSJAG julieg ucsc edu Julie A Goldstein Next Func gt F 1 Help 3 Return 4 Print 5 Update 6 Directry F 7 Backward 9 Jump 16 Comments 11 Detail 12 Exit Adding Reviewers To add reviewers to the notifications list 1 Position the cursor at the next available blank medium size line in the list titled User ID Email You may have to F8 Forward to get to a blank set of lines Note The c
5. Comments Indication Yes or No of whether the notification includes comments typed by the user Summary Description of the screen or bundle on which the data was changed Name The name of the Employee whose record was updated Step 2 Notification Selection To select the specific notification you want to review 1 On the Incoming Notifications screen tab to the notification you want to view Type S Press Enter If you have more than one page of notification summaries you may use F7 Backward and F8 Forward to scroll through the list 2 To scroll through each page of the notification use the F8 Forward key To return to a previous page use the F7 Backward key 3 When you finish reviewing the notification press F3 Return to return to the Incoming Notification screen The notification you just viewed will be a different color or brightness depending on your terminal emulation and will have an asterisk in the field to its left 1 8 12 PAN Overview PPS User Manual PPS OVERVIEW 4 You can select another notification for review or you can return to the PostAuth Notify Function Code Menu by pressing F3 Prev Menu Payroll Personnel System May 2003 University of California Santa Cruz How to Read a CICS PAN PANSs provide some background information about the employee most of the changed data elements and additional comments from the preparer about the action e The PAN is divided into five sections
6. 03 University of California Santa Cruz EDB Actions Event Notification Event General Trigger Code Conditions Appointment Distribution Any appointment level Change and or distribution level action code has just been recorded Benefits A change to any Benefits insurance related data element Units will not receive PANS for Benefits events unless combined with another event Citizenship Alien Data A change to the Citizenship Status code value FICA Eligibility Code for non US Citizen or change in value for any of the Visa Tax Treaty data elements A change to the FICA Eligibility Code value and or Retirement System Code value FICA Retirement Hire Rehire Personnel Action Code 01 or 02 has just been recorded Personnel Action Code 06 and Separation Reason Code CA have been recorded Indefinite Layoff 1 8 3 PAN Overview PPS User Manual PPS OVERVIEW Event Notification Event General Trigger Code Conditions KEYC Key Data Change LABR Labor Relations LAYO Layoff Data LEAV Leave of Absence LVRT Leave Return Date Change Payroll Personnel System May 2003 University of California Santa Cruz Employee ID has just been changed or a change to the Employee Name A change occurs to any one of Employee Relations Code Employee Representation Code Employee Relations Unit Code Employee Special Handling Code or Employee Distribution Unit Code SEPR A change occu
7. 4 Press F5 Update to send the notification to the additional reviewers The message U0007 Update Process Complete will be displayed The notification will only be forwarded to the users you specifically added It will not be re sent to the others on the list 1 8 15 Payroll Personnel System PAN Overview May 2003 University of California Santa Cruz PPS User Manual PPS OVERVIEW Deleting Notifications in CICS You may want to delete notifications from your Inbox list When you take this action you are just removing the notification from your Inbox list not deleting the notification from the system You can still access the notification by using the INRS function as described in subsection Viewing Specific Notifications INCOMING NOTIFICATIONS SCREEN uccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCINBX9 14151 SCT Postfuth Notify 03 19 03 11 60 23 Incoming Notifications Userid SCPPSJAG Page 901 of 04 System Tran Prepared By EAPP Julie A Goldstein 03 19 03 YES Summary Appointments Distributions PETER P PAN PPP SHIR Tamara j Santos 03 12 03 YES Summary Staff New Hire SALLY BANANA SLUG PPP EAPP Julie A Goldstein 63 05 03 YES Summary Appointments Distributions PETER P PAN DELETED Summary PPP SRNW Julie A Goldstein 63 03 03 YES Summary Staff Renew Appt PETER P PAN PPP EAPP Tamara j Santos 03 03 03 YES Summary Appointments Distributions PETER P PAN 3 PrevNen
8. Commands Script Help UCFNNUO NO8795 SCT Postfuth Notify Function Code Menu INBX Incoming Notifications INRS Notification Review Selection IDIR Directory ext Func i Ii v 1 Help 3 PrevMenu 4 Print 9 Jump am tl Payroll Personnel System May 2003 University of California Santa Cruz 03 19 03 Userid 12 Exit 10 51 39 SCPPSJAG The following functions are available from this menu INBX Incoming Notifications Displays a list of all notifications that have been sent to you You may then select the notification you want to review online INRS Notification Review Selection Allows you to create a list of all PANs that meet your selection criteria such as a particular preparer and or date prepared You may then select the notification you want to review online IDIR Directory The Directory screen allows you to look up a user name and corresponding PPS User ID To select one of the functions type the appropriate four letter function code in the NextFunc field Press Enter 1 8 11 PAN Overview PPS User Manual PPS OVERVIEW Viewing CICS PAN Notifications INBX In order to view a PAN you must select it from your list of incoming notifications This is a two step process first you must view a summary list of your incoming notifications second you select the notification to be viewed INCOMING NOTIFICATIONS SCREEN uccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands S
9. Comments to enter text into the Comments field See subsection Adding Comments Press F11 NotfPrep to return to the Notification Preparation screen and add reviewers as desired See subsection Notification Preparation Press F5 Update to complete the update and send the notification to the specified user s The message U0007 Update Process Complete will be displayed on the data entry screen Press F3 Return to return to the data entry screen or bundle prior to updating the record Choose this option to make additional changes to the employee record if desired Note If you F3 back to the data entry function or bundle comments and or additional users added on the PAN preparation are not lost To re invoke PAN press F5 Update from the data entry screen 1 8 10 PAN Overview PPS User Manual PPS OVERVIEW THE USE OF CICS PAN By REVIEWERS Overview Viewing PANSs in the Payroll Personnel Online System maintains an audit record The following section discusses the selection and viewing of PANs in CICS For information about viewing PANs on the web see Section 9 3 Web Based PAN PAN Menu Structure To access the PAN Subsystem in CICS type PSRV in the NextFunc field on the Online Applications Main Menu Press Enter The PostAuth Notify Function Code Menu is displayed This is the main PAN menu POSTAUTH NOTIFICATION FUNCTION CODE MENU uccmysb ucop edu TN3270 TN5250 Connection Session Edit View
10. PPS OVERVIEW 1 8 POST AUTHORIZATION NOTIFICATION PAN Overview The Post Authorization Notification PAN Subsystem is a means for informing a designated individual i e a reviewer that an update to an employee record has occurred and that it should be reviewed The PAN provides information to the reviewer about a newly hired or rehired employee or key information about changes to a current employee s record This post review provides the necessary internal control mechanism to ensure that entries to the Employee Database EDB and Time Reporting entries are correct and appropriate A PAN is automatically generated for those transactions that have been predetermined to require review for internal control purposes i e events When an update to the EDB or a Time Reporting update is completed and data changes require a review for appropriateness a PAN is sent to the reviewers who have been designated in the system see subsection PAN Routing Criteria As a result the PAN Subsystem assures adequate separation of duties by requiring both a preparer and a mandatory reviewer for these transactions See subsection PAN Subsystem User Not all transactions will generate a PAN For example a change to title and pay requires review and will generate a PAN a change to an employee s home address does not require review and will not generate a PAN Note This manual section covers the background and usage of Post Authorization Not
11. See subsection The PAN Structure above e Changes are highlighted with new information on the top and old or changed information in brackets lt gt below Changes in the Appointment and Distribution Information section are also highlighed by a plus to the left of the line which contains new data and a minus immediately below it to the left of the line which contains the old or changed data e The new information is displayed above the old data e The word None in brackets CNONE gt indicates that the information in the line above is new information and the field previously contained no data The following PAN example illustrates some of the key elements to review SAMPLE ANNOTATED PAN FoR AN ADDITIONAL EMPLOYMENT ACTION FOR A WORK STUDY STUDENT UCIARV0 10863 SCT PostAuth Notify 03 17 03 11 13 48 Activity Review Userid SCPPSJAG Page 01 of 04 App PPP Tran ADDL Userid SCTRN44 Date 03 18 97 Time 10 18 17 Indicator _ Y Employee and Preparer Information Employee HARD TEST WORKING Preparer TRAINING USER ID 440000911 Phone 459 5541 Action 13 Additional Employment Email pps_office ucsc edu ee a ee seein i Preparer SCTRN44 added by the Preparer Removed Alternate Home Department access amp Updated address 1 8 13 PAN Overview PPS User Manual PPS OVERVIEW General Information
12. cript Help UCINBX 14151 SCT Postfuth Notify 03 19 03 10 53 30 Incoming Notifications Userid SCPPSJAG Page 01 of 04 C System Tran Prepared By EAPP Julie A Goldstein 63 19 03 YES Summary Appointments Distributions PETER P PAN PPP SHIR Tamara j Santos 03 12 03 YES Summary Staff New Hire SALLY BANANA SLUG PPP EAPP Julie A Goldstein 03 05 03 YES Summary Appointments Distributions PETER P PAN PPP EAPP Julie A Goldstein 63 05 03 YES Summary Appointments Distributions PETER P PAN PPP SRNW Julie A Goldstein 03 03 03 YES Summary Staff Renew Appt PETER P PAN PPP EAPP Tamara j Santos 03 03 03 YES Summary Appointments Distributions PETER P PAN Next Func gt F 1 Help 3 PrevMenu 4 Print F 8 Forward 9 Jump Procedure Step 1 Summary List To view a summary list of your incoming notifications Type INBX in the NextFunce field Press Enter A summary list of your incoming PANS is displayed on the Incoming Notifications screen For each incoming notification this screen lists the following summary information Payroll Personnel System May 2003 University of California Santa Cruz System Abbreviation indicating the Subsystem where the notification originated PPP is the abbreviation for the Payroll Personnel Online System Tran The function code of the screen or bundle on which data was changed Prepared By The name of the preparer who updated the employee record The date the update took place
13. dNotif See subsection Forwarding Notifications for additional details When you finish reviewing the notification press F3 Return to return to the Notification Review Browse screen You can select another notification for review or you can return to the Notification Review Selection screen by pressing F3 Return Press F3 again to return to the main PAN menu 1 8 18 PAN Overview PPS User Manual
14. e first access INRS e second create and view a summary list of notifications e third select the notification to be viewed 1 8 16 PAN Overview PPS User Manual PPS OVERVIEW Step 1 Access INRS 1 On the Main Menu select the PostAuth Notify Function Code Menu by entering PSRV in the Next Function field This brings up the main PAN menu 2 On the main PAN menu screen enter INRS in the Next Function field This brings up the Notification Review Selection Screen Step 2 Create a Summary List To create a list of notifications that meet specific criteria 1 Type the selection criteria values as desired You can specify more than one selection criteria on this screen if desired This enables you to access a specific range of notifications The selection criteria fields are as follows Fields by which Description to view notifications Application Enter a three digit application code to specify notifications from one of the system applications Specify PPP for Payroll Personnel Transaction You can view notifications related to a specific transaction type such as hire Enter a screen or bundle function code to view all notifications of that type Originator ID You can view notifications prepared by a specific PPS user Enter a PPS User ID to view all notifications prepared by that user Not used at UCSC Payroll Personnel System May 2003 University of California Santa Cruz Fields by which Descrip
15. ely after pressing F5 Update from a data entry or ECON function the Comments Entry screen will automatically display To add comments 1 Type your desired message The cursor is automatically This Comments Entry screen allows the preparer to add a positioned at the beginning of the Comments field description of the action just entered From this screen the F10 Note The cursor will not automatically wrap text around to NotfPrep key allows the preparer to view the list of reviewers the next line press Tab to move the cursor to the next line who will receive notifications automatically and add reviewers as 2 Vow sre lied tonne tes of comments desired 1 8 8 Payroll Personnel System PAN Overview May 2003 University of California Santa Cruz PPS User Manual PPS OVERVIEW 3 You can mark a PAN Urgent by tabbing to the Priority field and replacing the default value of R for Regular priority with a U for Urgent priority When you have completed your entry you may e Press F10 NotfPrep to go to the Notification Preparation screen and add reviewers as desired See subsection Notification Preparation e Press F11 Detail to view the notification detail that will be sent See subsection Notification Detail e Press F5 Update to complete the update and send the notification to the specified user s The message U0007 Update Process Complete will be displayed on the data entry
16. ernal control purposes PANs are sent to the individuals who are designated in the system as following sequence f f oar 1 After pressing F5 Update from a data entry or ECON screen reviewers either mandatory or informational reviewers This is oe ild tomatically without licit acti you are automatically positioned at the Comments Entry all done automatica i our explicit action a a P screen where you can add comments to the notification See the subsection Adding Comments COMMENTS ENTRY SCREEN 2 Press F10 NotfPrep to display the Notification Preparation IB uccmvsb ucop edu TN3270 TN5250 Connection screen where you can add reviewers as desired See the Session Edit View Commands Script Help i i i UCECOMO E1415 SCT PostAuth Notify 03 19 03 10 46 45 subsection Notification Preparation Comments Entry Userid SCPPSJAG P 01 of 91 s o Employee PETER P PAN Preparer Julie A Goldstein O 3 Press F11 Detail to display the Activity Review screen where 650000120 Phone 459 5541 18 Change In Fund Source Email julieg ucsc edu you can review the notification before sending 1t See the Comments subsection Notification Detail Priority SCPPSJAG 4 Press F5 Update to update the EDB with the previously Next Func 3 Return 4 Print 5 Update 9 Jump 10 NotfPrep 11 Detail 12 Exit entered data and automatically send notifications Adding Comments Immediat
17. for which it has been determined the individual inputting the transaction should not assume sole responsibility for the impact of the change e any change which impacts data for which programmed data edits could not reasonably be implemented e g a pay rate change Following are two lists of events for which it has been determined a notification is required one for EDB actions and one for Time Reporting actions For each event the general trigger conditions changes to the employee record which define the event are described Notifications will be generated whenever a value of a trigger data element is changed on an employee record whether the value is explicitly changed by the user or implicitly changed derived by the PPS There may be more than one event per employee record update e g there may be a Labor Relations notification along with an Appointment Distribution notification for an employee reclassified to a position in another bargaining unit notifications for two events will be combined into one PAN It s a good idea to process multiple changes to an employee record during a single update whenever possible otherwise there will be a PAN generated for each transaction hint use Bundles A limited number of the following events will be the responsibility of a central office to prepare and or review rather than a service center e g Benefits Key Data Change Work Study Change Payroll Personnel System May 20
18. function or bundle comments and or additional users added on the PAN preparation are not lost To re invoke PAN press F5 Update from the data entry screen Notification Detail The detail feature allows you to view the notification as it will be seen by reviewers When you press F11 Detail from the Notification Preparation screen or the Comments Entry screen the Activity Review screen is displayed Payroll Personnel System May 2003 University of California Santa Cruz ACTIVITY REVIEW SCREEN FIRST PAGE uccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCIARVO 10863 SCT PostAuth Notify Activity Review 63 19 03 10 50 25 Userid SCPPSJAG Page 01 of 05 Employee and Preparer Information Employee PETER P PAN ID 050000120 Action 18 Change In Fund Source Preparer Goldstein Julie A Phone 459 5541 Email julieg ucsc edu Comments Preparer SCPPSJAG Funding change to generate sample PAN General Information Home Dept 000900 TRAINING ONLY Emp Status I Inactive Hire Date 08 01 95 Student Status 1 Not Registered Registered Units Retirement U UCRP Next Func gt Emp Rel Cd E Other Emp Rel Un CX CUE Clerical EUC EREP BELI 1 Full Benefits Derived BELI 1 Full Benefits F 1 Help 3 Return F 8 Forward 9 Jump 4 Print 5 Update 16 Comments 11 NotfPrep 12 Exit When you have completed viewing your entry you may Press F10
19. hat was updated who updated it the name and ID associated with the employee record and a brief summary of the action taken See Notification Viewed Interpretation Online page 1 Comments This section includes comments entered by the preparer as well as any subsequent comments entered by reviewers See Notification Viewed Online page 1 Primary Mandatory reviewer Type Forwarded copy Mandatory reviewer General Information This section lists employee information Automatic distribution review not mandatory not associated with appointment or distribution indicating the specific data elements that were changed and the new data that was entered for the employee See Notification Viewed Online User initiated pages 1 amp 2 Appointment and Distribution Information This section lists appointment and distribution information indicating the specific Interpretation data elements that were changed and the new data that was entered for the employee See Notification Viewed Online pages 2 amp 3 Reviewed Not reviewed 1 8 7 Payroll Personnel System PAN Overview May 2003 University of California Santa Cruz PPS User Manual PPS OVERVIEW THE USE OF PAN BY PREPARERS Overview PANs are automatically generated as part of the update process for Normal Sequence Typically as a preparer you will use the PAN system in the changes that require review for int
20. ifications PANs overall as well as the specific PAN usage and features in CICS For information about viewing PANs on the web see Section 9 3 Web Based PAN Payroll Personnel System May 2003 University of California Santa Cruz The PAN Subsystem User There are two types of users of the PAN Subsystem preparers and reviewers Each uses the system in a different way Preparers are users who make changes to the EDB They can add comments to the PAN about the update and can send the PAN to other users for informational review Reviewers are users who review EDB updates for correctness and appropriateness or receive PANs for informational purposes Reviewers access the PAN Subsystem to review PANSs via either the CICS or web interface to PPS see Section 9 3 Web Based PAN for information about the web PAN interface There are two types of reviewers Mandatory Reviewer designated in the system in advance Checks EDB changes for correctness and appropriateness and is accountable for the transaction along with the preparer Most transactions require review by a mandatory reviewer if a mandatory reviewer has not been set up in the system to receive a PAN for a given transaction the system will not permit the update to take place Mandatory reviewers are responsible for reviewing changes to the EDB within two working days Non Mandatory Reviewer can be set up in the system in advance to automatically receive a PAN upon EDB u
21. l 1 2 Citizenship C U S Citizen Next Review Type 2 Merit Increase Visa Type Next Review Date 07 96 Work Permit End Date Probationary End Separation Date LOA Begin Date MAINT ADMIN MNTADM BARBARA A VANDEN BORRE NNTBYB Cathy L Schoenfeld SCPERCLS Tamara j Santos SCPPSTJS TRAINING4S USER SCTRN49 TRAININGG2 USER SCTRNG2 TRAININGG3 USER SCTRNG3 TRAININGG6G6 USER SCTRNGE TRAININGG7 USER SCTRNG7 Julie A Goldstein SCPPSJAG Nancy WOODLING Eder SCSSDNLW trrrrrrrrrrrrrrrrrrerrrrrrrrrrreree Bottom tttttrrrrrrrrrrrrrrrrrrrrrrttttttEEE Baawrwrzazazz azsz Zxzzzzzxzz z Last Day on Pay Status LOA Return Date Destination LOA Reason Separation Rsn Next Func Appointment and Distribution Information Action 17 Appointment Renewal Action 50 Other Distribution Action Next Func i 1 Help 3 Return 4 Print 6 FudNotif 7 Backward 12 Exit 1 Help 3 Return 4 Print 6 FudNotif 7 Backward 8 Forward 12 Exit 1 8 6 Payroll Personnel System PAN Overview May 2003 University of California Santa Cruz PPS User Manual PPS OVERVIEW PAN Sections List of Reviewers This section lists all the users to whom this notification was sent See Notification Viewed Online page 3 PANS are gomprsed iEn Hive Reas bottom amp 4 The following system generated codes are used in Header and Employee and Preparer Information This section the Type and Status fields lists the name of the screen or bundle t
22. ommand line in the left margin is used to delete a manually entered User ID the long field will be populated with the user s email address 2 Type in the PPS User ID of the user Press Enter The system will automatically add a Type code of U for user initiated If you do not know the Logon ID of the user use F6 Directory to pull up an alpha listing of users and their Logon IDs Note IDIR is not case sensitive type in the user s last name F7 Backward or F8 Forward to refine your search Select the user by typing an S next to their name and press Enter Press F3 Return to return to the Notification Preparation Screen 1 8 9 PAN Overview PPS User Manual PPS OVERVIEW Completing the PAN Process When you have completed specifying additional reviewers you may Press F10 Comments to return to the Comments Entry screen See subsection Adding Comments Press F11 Detail to view the notification detail that will be sent including the list of reviewers who will receive the PAN See subsection Notification Detail Press F5 Update to complete the update and send the notification to the specified user s The message U0007 Update Process Complete will be displayed on the data entry screen Press F3 Return to return to the data entry screen or bundle prior to updating the record Choose this option to make additional changes to the employee record if desired Note If you F3 back to the data entry
23. p Dist 21 Action 13 Additional Employment Action 50 Other Distribution Action 20 4921 ASSISTANT II lt None gt Term of Service 04 18 96 to 06 30 96 Time 23 Grade TUC CX LV F Dept OMP PHYSICAL PLANT Personnel Program Staff Prof Appt Type Limitd Restr Basis Paid Over 21 Pay Category REG REGULAR 5 3600 Hourly Step lt None gt at 23 00 Variable Time effective 04 18 96 with an end date of 06 14 96 from account 7 642200 19900 2 Work Study Federal Q Funding information for Distribution 21 List of Reviewers Name UserID or e mail Type Status Celena S Allison SCPERCSA R N Sally Service Center SCTRNSCS M Y TRAINING49 USER SCTRN49 M N TRAINING62 USER SCTRN62 M N TRAINING63 USER SCTRN63 R N TRAINING66 USER SCTRN66 R N Who Received PANs What kind of Reviewer they are and whether or not they have looked at this PAN Payroll Personnel System May 2003 University of California Santa Cruz 1 8 14 PAN Overview PPS User Manual PPS OVERVIEW Forwarding Notifications in CICS Procedure While reviewing a notification online you can forward it to other To forward a notification to another user authorized PPS users as appropriate 1 While viewing the notification press F6 FwdNotif The NOTIFICATION FORWARDING SCREEN Notification Forwarding screen is displayed This screen uccmy
24. pdate can be user initiated i e the preparer enters a reviewer s PPS User ID at the time of update or may receive a forwarded PAN from another reviewer Non mandatory reviewers receive PANs for informational purposes 1 8 1 PAN Overview PPS User Manual PPS OVERVIEW PAN Routing Criteria Each reviewer mandatory as well as automatic non mandatory will have information entered into the PPS designating the employee populations and payroll personnel transactions about which they will be notified The criteria utilized to determine the transactions an individual reviewer will receive are e Department Code Distribution Department or Home Department e Mandatory or Non Mandatory status e Employee Population Academic Staff and or Student Employee e Event e Personnel Action Code Each of the criteria is described in some detail below Department Codes The Department Code may either be the Home Department Code i e denoting the Service Center or the Distribution Department Code Organization Level 4 of the Chart of Accounts each of which is represented on the employee record The Department Code will be utilized to limit the PANs for a Service Center and or unit to its respective area of authority and purview Normally a reviewer would review PANSs for the same area of responsibility for which they can review employee records using Inquiry Payroll Personnel System May 2003 University of California
25. rs to any one of the employee record Layoff data elements Personnel Action Code 07 08 or any change in value for any of the Leave of Absence related data elements has just been recorded Personnel Action Code 09 has just been recorded Sabbatical Usage Separation Work Study Limit Change Time Reporting Actions EDAP Additional Pay EDFT Event Notification Event General Trigger Code Conditions Personnel Action Code 07 or 09 has just been recorded on the employee record AND Leave of Absence Type Code value has just been changed to 01 02 03 or 14 OR a change to any of the Sabbatical Credit data elements Personnel Action Code 06 OR any Separation related data element value has changed A change to a Work Study Limit value has just been recorded One Time Payment EDLR Late Reduce Pay Retroactive Pay EDTS Single Expense Transfer EDTM Mass Expense Transfer 1 8 4 PAN Overview PPS User Manual PPS OVERVIEW Personnel Action Codes The Personnel Action Code enables the distribution of a notification to an addressee who will review PANs pertaining to a specific personnel action s e g reclassification add stipend appointment renewal etc The personnel action code makes it possible to narrow the range of notifications generated for Appointment Distribution Change Events Normally however this criterion will be used only in the set up of a non mandatory reviewer For mandator
26. sb ucop edu TN3270 TN5250 Connection lists the Logon IDs of the reviewers to whom a PAN has Session Edit View Commands Script Help UCENPRO E 1415 SCT PostAuth Notify 03 19 03 10 54 34 already been routed Notification Forwarding Userid SCPPSJAG Employee PETER P PAN iimenniicdGaea YF 2 Position the cursor at the next available blank medium size ID 0500001290 Phone 459 5541 73 ey Action 18 Change In Fund Source Email julieg ucsc edu line in the list titled User ID Email You may have to F8 Reviewers Forward to get to a blank set of lines Primar 4 Note The command line in the left margin is used to delete a SCTRNG7 pps_office ucsc edu TRAINING67 USER manually entered User ID the long field will be populated SCPPSJAG 5 julieg ucsc edu Julie A Goldstein with the user s email address 3 Type in the PPS User ID of the user Press Enter The system will automatically add a Type code of U for user initiated Next Func ea ceed co ee ee a If you do not know the Logon ID of the user use F6 Directory to pull up an alpha listing of users and their Logon IDs Note IDIR is not case sensitive type in the user s last name F7 Backward or F8 Forward to refine your search Select the user by typing an S next to their name and press Enter Press F3 Return to return to the Notification Preparation Screen Note Comments cannot be added to a PAN forwarded from the CICS Inbox
27. tion to view notifications You can view notifications that were prepared on a specified date using the format mmddyy Time Hour You can view notifications that were prepared within the timeframe of one hour Enter the time in the format Ah Notification You can view notifications that were sent Addressee to a specific user as long as the PAN is still in the user s PAN inbox Enter the PPS User ID of the person who received the notifications 2 Press Enter A summary list of all the notifications that meet all the specified selection criteria is displayed on the Notification Review Browse screen below 1 8 17 PAN Overview PPS User Manual PPS OVERVIEW NOTIFICATION REVIEW BROWSE SCREEN ucemysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCINRBO 11101 SCT Postfuth Notify 63 19 03 11 11 02 Notification Review Browse Userid SCPPSJAG Page 001 of 0601 C System Tran Prepared By PPP SRNW Julie A Goldstein 03 03 03 YES Summary Staff Renew Appt PETER P PAN PPP SRNW Julie A Goldstein 03 03 03 YES Summary Staff Renew Appt PETER P PAN PPP SRNW Julie A Goldstein 63 03 03 YES Summary Staff Renew Appt PETER P PAN PPP EAPP Cathy L Schoenfeld 63 03 03 YES Summary Appointments Distributions JORAINE L MCKELLAR PPP EAPP Tamara j Santos 03 03 03 YES Summary Appointments Distributions PETER P PAN Summary Next Func gt F 1 Help 3 Return 4 Print F 9 Jump 12 E
28. u 4 Print 8 Forward 9 Jump 12 Exit Procedure To delete Notifications from your Inbox list 1 On the Incoming Notifications screen tab to the notification you want to remove 2 Type D on the notification line next to the notification you want to remove Press Enter Payroll Personnel System May 2003 University of California Santa Cruz Viewing Specific Notifications in CICS INRS The INRS function can be used to locate and view a specific notification This feature allows you to access notifications that may have been deleted from your Inbox list or to research questions or patterns For example you may need to see a list of all the notifications received by a mandatory reviewer you supervise You will be able to select and view only the notifications generated for employees within your assigned security NOTIFICATION REVIEW SELECTION SCREEN uccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help UCINRSO 11087 SCT Postfuth Notify 63 19 03 11 03 24 Notification Review Selection Userid SCPPSJAG Enter values for one or more of the following selection criteria Application ppp Transaction Originator ID Department Date 030303 Time Hour FL Notification Addressee Next Func gt F 1 Help 3 PrevMenu 4 Print F 9 Jump 12 Exit Procedure In order to view a notification it must be selected from a list of notifications This is a three step process
29. xit This screen lists the following summary information for each notification System Abbreviation indicating the Subsystem where the notification originated PPP is the abbreviation for the Payroll Personnel System Tran The function code of the screen or bundle on which data was changed Prepared By The name of the preparer who updated the employee record The date the update took place Comments Indication Yes or No of whether notification includes comments typed by the user Summary Description of the screen or bundle on which the data was changed Name The name of the Employee whose record was updated Payroll Personnel System May 2003 University of California Santa Cruz Step 3 Notification Selection To select the specific notification you want to review 1 On the Notification Review Browse screen tab to the notification you want to view Type S Press Enter If you have more than one page of notification summaries you may use F7 Backward and F8 Forward to scroll through the list To scroll through each page of the notification use the F8 Forward key To return to a previous page use the F7 Backward key e Ifthe message U0204 Not authorized to view the selected notification is displayed you do not have access to the employee record displayed in the PAN notification Security Access to notifications is the same as is allowed in EDB Inquiry You can forward the notification by pressing F6 Fw
30. y reviewers it is more appropriate to use the Appointment Distribution Change Event to ensure all transactions and resulting PANs of this Event type have a mandatory reviewer 1 8 5 Payroll Personnel System PAN Overview May 2003 University of California Santa Cruz PPS User Manual PPS OVERVIEW The CICS PAN Structure PANSs may consist of several pages The following example NOTIFICATION VIEWED ONLINE PAGE 3 OF 4 shows a sample notification viewed in the Payroll Personnel PAN IB uccmvsb ucop edu TN3270 TN5250 Connection r Session Edit Yiew Commands Script Help Subsystem S CICS interface UCIARYO I0863 SCT PostAuth Notify 03 19 03 10 28 41 Activity Review Userid SCPPSJAG NOTIFICATION VIEWED ONLINE PAGE OF 4 Bege 02 of oT App PPP Tran EAPP Userid SCPPSTJS Date 03 03 03 Time 11 31 01 uccmysb ucop edu TN3270 TN5250 Connection 10 4724 ASSISTANT I Dept SO SCI ADMIN FLSA Non Ex Session Edit Yiew Commands Script Help UCIARVO I10863 SCT PostAuth Notify 03 19 03 10 34 32 Activity Review Userid SCPPSJAG Page 01 of 04 App PPP Tran EAPP Userid SCPPSTJS Date 03 03 03 Time 11 31 01 SESSs esse esses sreretsesesesesasesess lop ts sees es sees eetsaes ees esses ee eee sees es Employee and Preparer Information Employee PETER P PAN Preparer Santos Tamara j 610600120 Phone 459 5189 17 Appointment Renewal Email tamara ucsc edu Comments Term of Service 08 01 95 to 06 30 03 Time 75 Grade TUC CX LV
Download Pdf Manuals
Related Search