Emeritus Status MSS QUICK REFERENCE GUIDE
|
|
|
- Deirdre Boyd
- 5 years ago
- Views:
Transcription
1 Emeritus Status MSS QUICK REFERENCE GUIDE SYSTEMS CONTROL University Services Building, Rm. 401 LAST UPDATE: APRIL 14, 2015
2 TABLE OF CONTENTS 1. Guide Overview How to Process an Emeritus Title Change Active Employment Status Navigation MSS Employment Job Change Transaction Type Employee Information Retirement Information Comments Submit for Approval Attachments Retired/Inactive Employment Status Navigation UAccess Analytics > Business Mgrs Home Page Accessing and Printing the Personnel Action Form (PAF) Completing the Personnel Action Form (PAF) Revision History... 8 Last Update: April 14, 2015 Page 2 of 8
3 1. GUIDE OVERVIEW This guide outlines the process for initiating a change for retirees who have been approved for an Emeritus title by the President. Instructions for requesting the Emeritus title are located on the Vice Provost for Faculty Affairs website located at: 2. HOW TO PROCESS AN EMERITUS TITLE CHANGE The steps and method for processing the Emeritus title change are determined by the employee s status in UAccess Employee (active or retired) when the President s approval letter is received by the college. Employment Status Active o MSS Employment/Job change request Employment Status Retired/Inactive o Personnel Action Form (PAF) 3. ACTIVE EMPLOYMENT STATUS Please see the steps below to process an Emeritus title change for an employee status of Active. 3.1 NAVIGATION MSS EMPLOYMENT JOB CHANGE Manager Self Service>MSS Online Forms>Employment and Job > Request Employment Job Changes 3.2 TRANSACTION TYPE Select Retirement from the Transaction Type dropdown list Last Update: April 14, 2015 Page 3 of 8
4 3.3 EMPLOYEE INFORMATION Enter retiree s Empl ID OR Enter the retiree s Last Name/First Name o Click on the Search button The last name/first name search will return names that meet the criteria Click on the EmplID link that corresponds with the retiring employee s name 3.4 RETIREMENT INFORMATION Enter the retiree s Last Day at Work Select Official UA Retirement Status from the dropdown list Last Update: April 14, 2015 Page 4 of 8
5 3.5 COMMENTS Type Emeritus Status granted--letter attached in the Request Comments box. 3.6 SUBMIT FOR APPROVAL Click the Submit button to complete this transaction for routing and approvals. The document will not be saved or submitted if the Exit or Return to Search buttons are selected prior to clicking on the Submit or Save for Later options. Note: a copy of the letter granting the emeritus status cannot be attached until after the document is submitted. 3.7 ATTACHMENTS Attach a copy of the letter granting the emeritus status to the transaction. Click on the Add Attachment link Click on Choose File button Select the file containing the emeritus approval letter Click on the Upload button 4. RETIRED/INACTIVE EMPLOYMENT STATUS Last Update: April 14, 2015 Page 5 of 8
6 Please see the steps below to process an Emeritus title change for an employee status of Inactive/Retired. 4.1 NAVIGATION UACCESS ANALYTICS > BUSINESS MGRS HOME PAGE UAccess Analytics->Business Manager s Home Page (Home Tab) Click on the Personnel Action Form link 4.2 ACCESSING AND PRINTING THE PERSONNEL ACTION FORM (PAF) 1. Enter the Employee ID to access and the retiree s PAF 2. Click on the Apply button 3. Print the PAF 4.3 COMPLETING THE PERSONNEL ACTION FORM (PAF) Last Update: April 14, 2015 Page 6 of 8
7 1. Provide the Retirement Date in the Effective Date of Change field on the hard-copy PAF 2. Write Emeritus status granted letter attached in the comments section 3. Attach the letter from the President to the PAF 4. Obtain appropriate signatures o Dept Authorized Signature o Dept Head, Dean/Director) 5. Contact Systems Control at to request a MSS Exception. Instructions are provided on the Systems Control Website: Exception Request Quick Reference Guide Last Update: April 14, 2015 Page 7 of 8
8 5. REVISION HISTORY Document Contributors Contributors PRis Cantu Jenny Ruiz Esperanza Gallagher Department Systems Control Systems Control Systems Control Change Control Log Version Date Description of Change Contributor /14/2015 Initial Draft PRis Cantu Last Update: April 14, 2015 Page 8 of 8
Designated Campus Colleague MSS REFERENCE GUIDE
Designated Campus Colleague MSS REFERENCE GUIDE University Services Building, Rm. 401 LAST UPDATE: MAY 17, 2016 Table of Contents 1. Guide Overview... 5 1.1 Who Can Access the Request Campus Colleague
Budget System - Active User Roles Report
Budget System - Active User Roles Report The Budget System - Active User Roles report is currently located on the Budget-Active Users Dashboard, under the Active Users tab, in Analytics. This report details
Budget Presentation. Local Fund Budget Seminar January 2018
Budget Presentation Local Fund Budget Seminar January 2018 FY19 Local Fund Budget Discuss Budget Shell Hierarchy Review UAccess Analytics -Local Fund Budget Reports Review Budget Entry Process -Budget
Approver The NAU employee that has been assigned the responsibility for monitoring and approving PCard activity for assigned Reconcilers.
PCard Reconciliation Overview Definitions Reconciliation Process Search for Transactions Description of Billing Tab Description of the Transaction Tab Adding Use Tax through Purchase Details Overview PCard
BHAVISHYA. Pension Sanction & Payment Tracking System For Central Civil Retirees An Initiative of Department of Pension & Pensioner s Welfare
BHAVISHYA Pension Sanction & Payment Tracking System For Central Civil Retirees An Initiative of Department of Pension & Pensioner s Welfare INSTRUCTIONS FOR HEAD OF OFFICE (HOO) (Extra Ordinary Family
Post Payment Documentation Request Portal
Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way
Making One-Time E-Check and Card Payments 1,2 Quick Reference Guide
H O M E O W N E R S ASS O C I A T I O N SER V I C E S Making One-Time E-Check and Card Payments 1,2 Quick Reference Guide This guide walks you through making quick one-time payments using an e-check or
HOW TO RECERTIFY, UPDATE AND DELETE MATERIAL & SUPPLY FEES
HOW TO RECERTIFY, UPDATE AND DELETE MATERIAL & SUPPLY FEES To complete the task you must have the UF_SF_COURSEFEE_DEPT_USER security role. At the beginning of each open period, the University Budget Office
Uniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents
Uniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents This reference is the fourth in a series of four references for the Lender Administrator, a Uniform Collateral
Lender Connect Collaboration
Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides
DEPAUL BUDGET PLANNING SYSTEM USER DOCUMENTATION
2018-19 DEPAUL BUDGET PLANNING SYSTEM USER DOCUMENTATION CONTENTS 1. BUDGET PLANNING SYSTEM ACCESS...2 2. LOGIN WITH CAMPUS CONNECTION USER ID...2 3. PROPOSED BUDGET DATA ENTRY FOR MULTIPLE ACCOUNTS...4
Uniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents
Uniform Collateral Data Portal Reference Series for the Lender Admin: 4 - Managing Lender Agents This reference is the fourth in a series of five references for the Lender Administrator, a Uniform Collateral
Transfer an Employee s Time Off Balance
Absence & Leave Transfer an Employee s Time Off Balance Use this job aid to: Transfer an employee s Time Off Plan balance from their current plan to their future plan View the transfer with a Time Off
In this user guide we will demonstrate how to build a Traditional Advanced Plan and What-If.
In this user guide we will demonstrate how to build a Traditional Advanced Plan and What-If. Use the Advanced Plans area to build plans to hypothetically change a client's Facts set while preserving the
MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES)
MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES) MERCERSPECTRUM OVERVIEW This guide provides an overview of MercerSpectrum, one of our two online options used for providing
Infinite Campus Portal Parents Quick Reference
Infinite Campus Portal Parents Quick Reference I n f i n i t e C a m p u s P o r t a l i s a w a y f o r p a r e n t s / g u a r d i a n s t o a c c e s s s t u d e n t i n f o r m a t i o n, r e g i s
Budget Prep System. Instruction Guide. April 2012
Budget Prep System Instruction Guide April 2012 BUDGET PREP SYSTEM INSTRUCTION GUIDE APPLICATION Budget Prep navigation is my.ufl.edu Budgeting Check Departmental Budget Control To check your departmental
Trade Advance. About this guide. Important information
Trade Advance About this guide This guide covers how to: Submit a Trade Advance request through CommBiz. Authorise a Trade Advance request. Review the status of a Trade Advance request. Important information
HOW TO ACCESS YOUR PENSION ACCOUNT ONLINE THROUGH THE MEMBER BENEFITS ONLINE SYSTEM (MBOS)
HOW TO ACCESS YOUR PENSION ACCOUNT ONLINE THROUGH THE MEMBER BENEFITS ONLINE SYSTEM (MBOS) REGISTRATION FOR FIRST TIME USERS To use MBOS you must register with both MBOS and the mynewjersey Web site. These
UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide
UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide Step 1: Login Process 1. Visit the UG-Research Management Application Portal (UG-ReMAP) to initiate your
SOARFIN Training Manual Procurement Card Cardholder, Reconciler
SOARFIN Training Manual Procurement Card Cardholder, Reconciler Document filename SOARFIN Training Manual Procurement Card Cardholder Reconciler.docx Document Version 1.05 Last Modified 6 20 2018 Overview
C-SMART HELP MONETARY CONTRIBUTION REFUNDS HOW TO ADD A MONETARY CONTRIBUTION REFUND. 1. Go to the contributor s Monetary Contributions page.
C-SMART Help: Monetary Contributions 3/4/2019 Page 1 C-SMART HELP MONETARY CONTRIBUTION REFUNDS HOW TO ADD A MONETARY CONTRIBUTION REFUND 1. Go to the contributor s Monetary Contributions page. Click the
CRM (Blackbaud) Year-End Procedures 2018
CRM (Blackbaud) Year-End Procedures 2018 Introduction In order to close the year, there a several processes required to be completed in CRM. You can run the necessary reports to create a listing of all
14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
Starting Overseas Housing Allowance (OHA)
Starting Overseas Housing Allowance (OHA) Introduction This guide provides the procedures for starting Overseas Housing Allowance (OHA) in Direct Access. OHA is a monthly allowance paid to service members
Uniform Closing Dataset Quick Guide
Uniform Closing Dataset Quick Guide Transfer Capability from Correspondent to Aggregator The Purpose of this Document: Updated April 30, 2018 This document serves to provide an overview of transfer capability
User Guide. Log in to ecoi. Getting Started. Personal Consideration. Annual Certification (once per year) Disclosure Reports. ecoi Home Page.
User Guide Log in to ecoi Getting Started Personal Consideration Annual Certification (once per year) Disclosure Reports (submit or update as needed) ecoi Home Page Contacts ecoi is an electronic disclosure
SINGLE-YEAR LINE-ITEM BUDGETING
SINGLE-YEAR LINE-ITEM BUDGETING TABLE OF CONTENTS OPENING A PLAN FILE... 2 GENERAL NAVIGATION... 4 ENTERING NEW YEAR LINE-ITEM BUDGETS... 5 VIEWING HISTORICAL DATA... 6 ADDING, DELETING & MODIFYING CHARTSTRINGS...
SUBORDINATED LOANS USER GUIDE
INTRODUCTION This Subordinated Loan user guide will help Member Firms navigate and submit a New Subordinated Loan, an Amendment (includes Change of Maturity date/rollover provision/ Interest rate, and
E Add EPA Supplemental Earnings, AJ0035
New EPAF Person Selection ID: Enter ECU ID and hit your TAB button or do a search (magnifying glass) and select a person. Query Date: this should be the Effective Date of your action which is generally
Navigation: PeopleSoft Menu > Set up HCM > Product Related > Commitment Accounting > UC Customizations > Funding Entry
-By- Guide UCLA UCPATH Update Funding for Positions Use this task to Update funding for an unfilled of filled position. NOTE: Refer to the job aid called Update Funding for Positions with Salary Caps or
BUDGET PLANNER BUDGET DEVELOPMENT Create Budget Worksheet
BUDGET PLANNER BUDGET DEVELOPMENT Create Budget Worksheet Date Issued/Revised: 3/07/2018 General Description: This procedure explains how to create and make adjustments to index budgets, update existing
TRF Application Manual For Fiscal Year (FY) 2014 Grants
TRF Application Manual For Fiscal Year (FY) 2014 Grants Getting Started 1. Go to URL: http://oregonstate.edu/trf/submit 2. Login into ONID. IF you don't have an ONID sign up for one at http://oregonstate.edu/helpdocs/onid/getting-
VA Processing Job Aid. DD214 Veteran to provide a copy of his/her discharge document
VA Processing Job Aid DD214 Veteran to provide a copy of his/her discharge document VA CAIVRS are required for a VA loan. Go to FHA Connection, https://entp.hud.gov/clas/index.cfm Once you are logged in,
Budget Deficit Handling
Budget Deficit Handling Training Guide Clearing Budget Deficit Quick Guide 1 Table of Contents Resolving Current Year Budget Deficits 3 Resolving Prior Year Budget Deficits 4 Correcting Budget Deficits
Departmental Collections User Guide
Departmental Collections User Guide Table of Contents Overview... 2 Access the Human Resources/Student Information System... 3 Set User Defaults... 4 Transfer Customer Charges to Accounts Receivable...
PACS Portal Grants Module Create a Funding Proposal
PACS Portal Grants Module Create a Funding Proposal 1 Table of Contents What is the PACS Portal?... 4 Getting a PACS Account... 4 Logging into the PACS Portal... 5 Grants Tab... 6 Workflow... 7 Additional
QUICK START GUIDE. For technical support, please contact
Use the Quick Start Guide for the very basics finding policies, viewing and printing model content, and adding model content to your policy manual. Manual Basics... 2 Navigating Policies... 3 Important
Plan Sponsor Website Guide
Plan Sponsor Website Guide Accessing Your Account... p 1 Summary... p 2 Your Participants... p 3 Participant Loans... p 6 Participant Withdrawals... p 8 Plan Asset Details... p 9 Plan Information... p
Budget Adjustment Journals (Source Codes 135, 136, 137 & 138)
This document outlines the purpose and process for preparing budget entries, which facilitate financial reporting and compliance management for sponsored research. Purpose of Budget Adjustment Journals
Benefit Reconciliation. User s Guide. GeorgiaFIRST
Benefit Reconciliation User s Guide GeorgiaFIRST TABLE OF CONTENTS BENEFIT ACCOUNTING...3 BENEFIT PROCESSES... 4 CREATE BENEFIT ACCOUNTING ENTRIES... 5 Load and Validate Accounting... 6 Load Error Correction...
Registration page on PayFlexDirect.com
1 2 Registration page on PayFlexDirect.com When a Retiree visits https://retiree.payflexdirect.com/employeelogin.aspx for the first time, they must register their account. The member will need to click
Supplier Registration: Real Estate Broker-Agent
Supplier Registration: Real Estate Broker-Agent Quick Reference Guide 2016 Fannie Mae. Trademarks of Fannie Mae. 1 Registering as a Broker or Agent Registering in ProcureOne enables Fannie Mae to contact
IRCTC ewallet Registration
IRCTC ewallet User Guide About IRCTC ewallet IRCTC ewallet is a scheme under which user can deposit money in advance with IRCTC and can be used as payment option along with other payment options available
Enterprise Reporting: Department Report Package
Enterprise Reporting: Department Report Package E X E C U T I V E B R I E F A new Enterprise Reporting offering is now available to provide department fiscal staff a collection of reports to better meet
Fees. Family Fees. Family Fees - Filter by Members
Fees (Portal) This is a quick guide for family online payments. If you need further detail please click on this link to more detailed instructions. The Fees tab provides a list of all fees assigned to
CASH ADVANCES TABLE OF CONTENTS
CASH ADVANCES TABLE OF CONTENTS Overview... 2 Responsibilities... 2 Delegate Entry Authority to Other Users... 2 Cash Advance Tips and Reminders... 4 Create and Manage... 5 Create a Cash Advance for Yourself...
PeopleSoft Reports: Budget Overview
PeopleSoft Reports: Budget Overview Use for: Viewing Spending Authority (Budget Amounts) Viewing Budget Balances Viewing Budget Transaction Details Viewing Actual Revenue Earned Before You Begin You will
Annual Payment of Fees in My Somerset Community
Somerset College offers a generous discount of 4.5% if you choose to pay your fees in advance. This includes both tuition and services fee, however, excludes any optional activities. All discounts applicable
Portal Pensions User Guide
Portal Pensions User Guide Version 1.00 May 5, 2017 Table of Contents Introduction... 2 New Pension Plan Registration... 3 Require Initial AVR/CC... 25 Pension Plan Details... 25 Actuarial Valuation Report
Business Planning Simulation FY 2017 BPS_300
Business Planning Simulation FY 2017 BPS_300 1 Course Content Business Planning Simulation (BPS) Phase I: Income & Non-Position Budgets Phase II: Regular Position Budget & Salary Proposals Phase III: Non-Regular
Assigning Existing Payment Plan to Student Account
File Name Assigning Existing Payment Plan to Student Account.doc Version 8.9 Date Modified 7/14/2008 Last Changed by ASDS Status FINAL Concept Payment plans enable students to pay their education expenses
Using FastCensus for Plan Sponsors
Using FastCensus for Plan Sponsors FastCensus is a secure, online tool for Plan Sponsors to access, edit, validate and submit census data to their Third Party Administrator for the purposes of year-end
U.S. Coast Guard. User Guide Command Role Travel Charge Card Tracking, Technology Refresh Sub-Project
U.S. Coast Guard User Guide Command Role 36555 Travel Charge Card Tracking, Technology Refresh Sub-Project Prepared by Commandant (CG-631) U.S. Coast Guard 1900 Half Street, SW Washington, DC 20593-0001
Summer Faculty SUMMER FACULTY. PAYMENT PROCESSING User Guide
SUMMER FACULTY PAYMENT PROCESSING User Guide 1 Introduction...Page 3 General Guidelines Page 4 Terms and Definitions Page 5 Signing into ADP EV5.. Page 6 Summer Faculty Payment Processing Page 7 Summer
Claims Claim Submission QUICK REFERENCE
Claims Claim Submission QUICK REFERENCE This will review the process of how to submit a claim online and check the status of a previously submitted claim. Get Started 1. From, click Link and sign in NOTE:
University of Delaware UD Financials v9.1 PeopleSoft Grants/Proposals
Copy One Budget Period to Another C-. Using the Copy Budget Period feature The Copy a Budget Period page enables you to copy information from a source budget period to subsequent budget periods, thus avoiding
How to Change Your Contribution Amount Online
How to Change Your Contribution Amount Online Congratulations for taking an active role in your NYU Langone Medical Center retirement plan account. Think about saving as much as you can. By maximizing
Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS
Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a
BrokerX. Quick Start. Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox
BrokerX Quick Start Supported Browsers: Internet Explorer Microsoft Edge Chrome Firefox Navigate to the Login Page: Access our BrokerX Portal by first going to our website at www.homexmortgage.com. Click
Submitting Claims Through the RPG Participant Portal
Submitting Claims Through the RPG Participant Portal FSA Procedures Claims are processed on an ongoing basis Reimbursement cycles occur twice a month*: The first business day of the calendar month for
6.14 (c) - How to Run CAT Reports Missing from CAT Report
6.14 (c) - How to Run CAT Reports Missing from CAT Report Purpose and Overview This report allows users to identify new hires and ongoing staff who exist in HRS but were not included in the CAT at the
PeopleSoft Financials. Instructions for Using nvision Reports
PeopleSoft Financials Instructions for Using nvision Reports To run an nvision report for a department or project, navigate as follows: FSU Customizations > Tools > PS/nVision Type FROST in for the Business
Morningstar Hypothetical Illustrator SM Quick Start Guide
Morningstar Hypothetical Illustrator SM Quick Start Guide Morningstar Hypothetical Illustrator module helps advisors support a recommended investment or portfolio strategy to clients and prospects. This
payment center user guide
business gateway solutions Wealth Management payment center user guide TABLE OF CONTENTS User Service Permissions... 2 Payee Setup... 2 Payment Administration... 4 ACH Payments... 4 ACH Tax Payments...
Overview. Table of Contents. New Hire/Newly Eligible Benefits Enrollment
New Hire/Newly Eligible Benefits Enrollment Overview The ebenefits functionality allows employees to use MySJSU to enroll in various benefit plans. You must enroll in benefit plans within 60 days of employment/eligibility.
Annual Benefit Open Enrollment Guide
Annual Benefit Open Enrollment Guide Welcome to the Annual Benefits Open Enrollment. For detailed information about benefits and plan choices see the Open Enrollment Guide Let s get started! Log into INSIDE
How to Pay Your UC Berkeley BFS Account Online by echeck
University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers Robert Cannon 2014 Last Updated: 09-29-14 Table of Contents Overview...
DTE Energy retirees: Welcome to PayFlex
DTE Energy retirees: Welcome to PayFlex You are enrolled in a Retiree Reimbursement Account (RRA). Your new RRA comes with some great tools to help you manage your account. Through the PayFlex member website,
Bank e-auctions. Bidder Participation & Online Bidding Manual (Submission of KYC documents and Bidding Process)
Bank e-auctions Bidder Participation & Online Bidding Manual (Submission of KYC documents and Bidding Process) Web-portal: https://www.bankeauctions.com Home Page Important Points KYC / EMD Submission
Title: CA Property PUP Quote to Bind Purpose: This job aid will walk you through quoting and binding a CA PUP. Starting the PUP Quote
Title: CA Property PUP Quote to Bind Purpose: This job aid will walk you through quoting and binding a CA PUP Starting the PUP Quote *Important Note: As you complete the PUP quote, ensure that all required
Account Management User Guide
Account Management User Guide The Account management section is where you can view your live client accounts, run reports and change the clients investment strategy. Login From your resource centre, click
Reconcilers & Verifiers Manual
phot Reconcilers & Verifiers Manual Table of Contents Department Users... 1 Overview... 1 Occurrence... 1 General Information... 2 Reconciliation of Bank Charges... 3 Navigate to the Reconcile Statement
Allocating Expenses Expense Report
Allocating Expenses Expense Report These instructions cover how to allocate expenses to a different Division, Department, Fund, Class, Program, or Project and how to split funds between multiple parties
Associated Connect. Reference Guide: Quick Payments
Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick
Terminating an Employee Last Updated: July 2017
Use this job aid as a checklist to guide you through the process of terminating an employee Part A Terminate Employee in Job Data Part A focuses on steps that need to be completed on the Job Data page.
BlueCard Tutorial Requesting Authorizations
BlueCard Tutorial Requesting Authorizations Learn how to request an authorization for out-of-state Blue plan members. After completing the Requesting Authorizations tutorial, you will be able to: Locate
INSURANCE COMPANY RECOVERY PAYMENT
O f f i c e A l l y 1 INSURANCE COMPANY RECOVERY PAYMENT OVERVIEW Occasionally, the insurance company may realize they have overpaid for a reimbursement in a previous EOB/ERA. Rather than requesting a
Go! Guide: Insurance in the EHR
Go! Guide: Insurance in the EHR Introduction The Insurance tab of the patient chart is where the patient s insurance information is stored and kept up-to-date. It is important that the insurance information
Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System)
Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
How to add your bank account to your TIAA Brokerage Account
How to add your bank account to your TIAA Brokerage Account Once you ve taken these steps, you can easily transfer money between your bank account(s) and your TIAA Brokerage Account(s) online. STEP 1 Enter
MULTI-YEAR SALARY PLANNING
MULTI-YEAR SALARY PLANNING TABLE OF CONTENTS INTRODUCTION... 2 OPENING A PLAN FILE... 2 GENERAL NAVIGATION... 4 NEXT FISCAL YEAR SALARY INCREASES... 8 OUTER-YEAR SALARY INCREASES... 9 SALARY DISTRIBUTIONS
Adviser Guide: MPPM Website Accessing client portfolios & resources pages
Macquarie Private Portfolio Management Adviser Guide: MPPM Website Accessing client portfolios & resources pages Prepared: September 2012 Contact: Ph: 1800 501 180 Email: mppm@macquarie.com Landing Page
Seller Procedures Non-Delegated. Seller Portal
Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions
3 - Paying Bills CCSD Symphony Circulation Manual (08/17) Paying Bills
Paying Bills The Paying Bills Wizard helps you process user payments for current bills. 1. Click on the Paying Bills Wizard found under the Common Tasks Wizard heading. 2. Enter the patron User ID and
NAVIGATING FMS NQUERY
NAVIGATING FMS NQUERY Published December 20, 2017 NAVIGATING FMS NQUERY Contents COURSE OVERVIEW... 5 Assumptions... 5 Contacts... 5 INTRODUCTION TO MANAGEMENT SYSTEMS PORTAL (MSP)... 6 INTRODUCTION TO
OPEN ENROLLMENT INSTRUCTIONS
OPEN ENROLLMENT INSTRUCTIONS These instructions will help you navigate through BenefitBridge in making your elections for Open Enrollment For benefits effective in 2018 Start by navigating to the website
ORACLE HYPERION PLANNING USER TRAINING
ORACLE HYPERION PLANNING USER TRAINING University of North Texas Page 1 of 35 TABLE OF CONTENTS I. INTRODUCTION... 3 A. Hyperion Terminology... 3 B. Chartfields... 3 II. INTRODUCTION TO HYPERION PLANNING...
MI Online Loan Servicing Training Guide. Version 11.14
MI Online Loan Servicing Training Guide Version 11.14 Table of Contents Table of Contents Subject Pages About MI Online.... 3 Loan Servicing....... 4 Servicing Transfer..... 5 Loan Number Change..... 10
Development Financial Analysis Report (DFAR) Electronic Submission Quick Reference Guide
Development Financial Analysis Report (DFAR) Electronic Submission Quick Reference Guide Table of Contents COMPLIANCE MONITORING DIVISION... 4 System Access... 5 Data Entry (Also Report Submission)...
6.14 (g) - How to Run CAT Reports HRS Change Report
6.14 (g) - How to Run CAT Reports HRS Change Report Purpose and Overview The HRS Change report identifies employee records that exist in the CAT and have undergone a change in HRS. A change is defined
Advisor Proposal Generator. Getting Started
Advisor Proposal Generator Getting Started After logging in, Press the New Proposal button 2 P a g e Either press the Select from list button to choose a previously entered Household or enter information
University of Massachusetts Amherst * Boston * Dartmouth * Lowell * President s Office * Worcester
Inquire on Budgets Step 1. This job aid covers the following steps for Inquiry on a Budget: Inquire about a Budget to determine: o Budgeted Amount and Type o Budget Expenses o Encumbered and Pre-Encumbered
Chapter 6. Cash Control
Chapter 6 Cash Control This Page Left Blank Intentionally CTAS User Manual 6-1 Cash Control: Introduction The Cash Control section allows you to enter the beginning balances for the fiscal year. This section
Lender Record Information Form 582
Lender Record Information Form 582 Quick Reference Guide Roles in Your Organization - Ownership Interest - Contact Verification November 2018 2018 Fannie Mae. Trademarks of Fannie Mae. 11.26.2018 1 of
POST RETIREMENT BENEFITS
POST RETIREMENT BENEFITS EFFECTIVE OCTOBER 1, 2017 EMPLOYEES AGE 52-62 ON OCTOBER 1, 2017 BIRTHDATE OCTOBER 2, 1955 - OCTOBER 2, 1965 EMPLOYEES WHO ARE BORN BETWEEN OCTOBER 2, 1955 AND OCTOBER 2, 1965
FY13 Budget Prep New Functionality
HR Refresh Functionality It is now possible to refresh the HR data for a single DeptID in Position Budgeting. The process is simple, but care is necessary to avoid unintentional errors. The process begins
Budget Terms and Concepts Preparing a Request for Budget Change (RBC) Preparing a Transfer of Funds (to support an RBC)
Budget Terms and Concepts Preparing a Request for Budget Change (RBC) Preparing a Transfer of Funds (to support an RBC) Part 1: Budget Office Terms & Concepts Fund Types: State Accounts & Locally Allocated
INSTRUCTIONS FOR RETIREE
BHAVISHYA Pension Sanction & Payment Tracking System An Initiative of Department of Pension & Pensioner s Welfare INSTRUCTIONS FOR RETIREE 13/04/2017 TABLE OF CONTENTS Sl no. CONTENT PAGE 1 About Bhavishya
LLC Quick Reference Guide
LLC Quick Reference Guide The Conveyancer (Do Process Software LP) Once you obtain your User ID and Password from FCT by email and you are ready to setup your LLC Account, log into The Conveyancer application.