Munis Upgrade 11.3 Union County Auditor’s Office Budgetary Staff - PowerPoint Presentation

Slide1

Munis Upgrade 11.3

Union County Auditor’s Office Budgetary Staff Slide2

What We’ll Cover Today

Upgrade 11.3 DashboardMajor EnhancementsUniversity

Apps

Workflow

ESS

Auditor Budgetary Website

Checklist for 11.3 Train Site

Questions and answersSlide3

Munis DashboardSlide4

Munis Dashboard - MenuSlide5

Munis Dashboard - Approvals Slide6

Munis Dashboard - Shortcuts

Setting up “My Favorites” in 10.5 if you haven’t already done so. Current dashboard settings in 10.5 will carry into 11.3Slide7

Major Enhancements - Financials

Attachment Options:

Always select options

Under “Attachment Documents”

Select View Documents

# of Attachments shows on the

PaperClipSlide8

Major Enhancements - Payroll

ESS – More FunctionalityShared Calendar works with Office Outlook CalendarsEmployee passwords can be reset by the employee

Workflow for time off request & timesheets can be done in ESSSlide9

Tyler University (Tyler U)

Learning Management System – Also known as Tyler UProvides interactive step by step E-Learnings that walk users through specific programs within MUNIS.

Completing these courses is critical to successful knowledge of MUNIS processes.

Courses will be assigned based on user roles, however, users may also enroll for other interested courses.

Go to tylertech.com to sign up for a username and password. Slide10

NEW EMPLOYEE MUNIS ACCESS

Beginning 1/1/18To kick-start new employee MUNIS training, users will be taking Tyler University core courses to assist with navigation and familiarity. Slide11

Munis Workflow App

MUNIS WorkflowAndroid Play store

Search: Tyler

Munis

–

Download MUNIS MYWORK

Iphone

App Store

Search: Tyler

Munis

–

Download MUNIS MYWORK

Contact Tracy for Direct Link if unable to find it from your devise store.

QR Code for App Service:Slide12

Workflow App

You are now able to forward your workflow from your phone or tablet. Slide13

ESS APP

Available at Go-LIVE – More information to come.Slide14

Budgetary Resources Website

https://www.co.union.oh.us/budgetary-resources

Instructional Documents/Forms/Policies

Obtain updated forms here.Slide15

Upgrade OPEN LABS

Small Groups – up to 5 users in each class for additional instruction or assistanceFriday 8/25 & Monday 8/28 – County Office Building Conference Room C (Jeff

Stauch’s

old office)

Sign up at

http://www.signupgenius.com/go/30e094fa9a62ea3f49-open

or view the link on the Auditor’s Resources page.

Help with dashboard/shortcuts and other assistanceSlide16

Upgrade Checklist

See additional handout for Production site testing for all current users.Checklist is suggested in order to become familiar with the new site prior to Go-LIVE.Checklist can be completed during open labs with Auditor’s Office staff.Slide17

SHORT CUTS

Adding short cuts to your computer desktopAdding short cuts to your Munis favoritesSlide18

Important Information

Munis 11.3 Production Website https://munis.co.union.oh.us/default.aspx

Google Chrome is the preferred search engine over Internet Explorer

Users will be required to enter their user name and password when first opening

Munis

and then when opening each program. This is a new security feature in our TEST and LIVE 11.3 site.

This prevents people from hacking into the system.

The LIVE site link will be sent out after the upgrade has been completed.Slide19

During Upgrade ShutdownSept 13

th – 18th

Munis

will be shutdown from Wednesday Sept. 13

th

– Monday Sept. 18

th

During Shut Down, after the upgrade is completed, the Auditor’s Office staff will be performing tests and updating based on new functionality.

ESS will also be down during this time. An email will be sent out to

Dept

heads/Clerks as a reminder. Slide20

Questions and Answers