employee prefeed overview 1. cat-hr will become ucat prefeed: the system that enables employees...
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Employee Prefeed
Overview
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CAT-HR will become UCAT Prefeed: the system that enables employees
--staff, faculty, academics, and postdocs-- to be fed into our central person registry (MCDB) so that they can claim their CNetID, and utilize University services such as: obtaining a UChicago Card using UChicago Time
…on the day they begin working at the University.
Prefeed: upcoming rollout
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For those who are TAGs (Trusted Agents)…during transition, TAG/AAMS will still be used for look-up details and other functionality
AAMS will eventually be replaced by UCAT Prefeed Bridging & Extends Temporary accounts Renewals: View What We Have Done, Expired Look-ups and other functionality
Prefeed: upcoming rollout
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Central HR Roll-out: Pilot phase for a few HR Admins completed Continuing roll-out for all HR Admins
TAG / AAMS Prefeed Roll-out: Access will be provided to existing TAGs Upcoming roll-out (early 2013)
Same application for both
Prefeed: upcoming rollout
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Current Prefeed screens 4 enhancements on the new Prefeed How the screens flow when adding a Prefeed How to maintain or expire a Prefeed Navigation options First Aid
Today’s presentation
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Existing PrefeedCAT-HR is the current application to prefeed new employees.
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TAG/AAMS: Trusted Options
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Placeholder SSN Exec Level (Division/School) Carding UChicago Card on first day (except
for temporary employees) Optional Email welcome note to employee
Four Featured Enhancements
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UCAT: Screen Flow1. Home/Initial Search
ucat.uchicago.edu
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UCAT: Screen Flow2. Home/Initial Search - sample
Name/Birth date:• Not case sensitive• Can use * wildcard• Search thoroughly
Number/codes:• Search on only one
of these fields
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UCAT: Screen Flow3. Person Not Found?
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UCAT: Screen Flow4. No Match Create a record
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UCAT: Screen Flow5. Add screen
Employment Type:• Staff• Faculty• Other Academic
Appointees• Post Doc
Expiration Date defaults to 45 days for Staff, else to 30 days. Max is still 1 year.
Search name fields title case
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Prefeed: Placeholder SSN
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Prefeed: Placeholder SSN
Email is sent to HR with the new record’s placeholder# You as the operator are cc’d
I, [Operator Name], verify that this employee informed me that s/he does not have a SSN and is not a US Citizen and requires the creation of a temporary, university-generated placeholder code until the employee provides an SSN. An email will be sent to Central Human Resources with my name and this record's information as I have entered it.
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Generate a Placeholder SSN
If you generate a Placeholder SSN, the label changes to ‘Generate’ & the fields are grayed out
The Placeholder SSN is not generated until you click ‘Save’
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Placeholder Email to HR
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Prefeed: Conflict of Interest
Exec Level is required; to be used with Policy Management & Conflict of Interest applications.
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Carding Options
On-time UChicago Card? UChicago Card available on first day of employment!
Card Start Date first day of employment
If you don’t know the Start Date, retain ‘No’ for On-time carding.
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Prefeed: optional email
Email:• Employee’s
personal email
• Not a uchicago address
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Generates an Email!
This text will be emailed:• To: New
Employee• From: operator• cc: operator
Click ‘Send Email’ to send welcome note to new employee
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Auto-Email Text
Example:• Optional Email
Additional Resources:• UChicago• Human
Resources
1. Recap of data
2. How to claim CNetID
3. Carding at IPO
4. Corrections5. Helpful links
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6. Success!
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7. Edit an existing record
SSN:Only the person who entered the SSN can maintain it; SSN will not even display for others.
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7. Maintain an existing record *after* Uchicago Card printed
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Expire or Revoke
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Maintain an existing record
Can only view or edit the SSN if you created the account
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Success Screen following Maintenance
Annie Sureshot Oakley
Once a person is in the employee/payroll database, then no one may edit the Prefeed account’s name, birth date or SSN. Necessary changes must be communicated to HRS Records or the Provost’s office.
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UCAT Prefeed: Options
Same navigation options on all Prefeed screens
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UCAT Prefeed: Options
1.Home returns to initial search
screen
2.Search Results displays prior results
listing
3.Help field descriptions and FAQ
4.AAMS quick link to TAG/AAMS
screens
5.Logout per browser steps on how
to logout
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UCAT Prefeed: Online Help
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First Aid
• Questions on the app itself (such as what value should go in a field, who should get a Prefeed account) … should go to Erika: [email protected]
• If login errors:Use this link: ucat.uchicago.edu and click on ‘Employee Prefeed’. Firefox is the preferred browser.If problems persist, close out of ALL tabs then re-open Firefox
• If message “An error has occurred. Please email [email protected].”
Clear the cache from your browser: kb.iu.edu/data/ahic.html … then close all tabs on your browser and re-log in to Firefox.
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Summary
1. New features:
• Placeholder SSN
• New employee can be auto-emailed: Welcome!
• Exec Level (Division) required
• On-Time Carding options
2. Search thoroughly to reduce duplicates
3. UCAT Prefeed roll-out is underway• TAG/AAMS will be replaced gradually
4. Online Help and FAQ available
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Questions?