Academic Affairs OFC and ESR Updates September 21,

Transcript:Academic Affairs OFC and ESR Updates September 21,:
Academic Affairs OFC and ESR Updates September 21, 2021 Adam DiProfio, x22565 Faculty & Researcher Panoama Link to 9/21/21 Fiscal Contacts Presentation: September Fiscal Contact Video Recording Faculty and Research Panorama will released an enhanced payroll feature on September 17th Personnel data will be provided in 2 sections: Project Payroll Details and Task Project Details Sections will include payroll actuals associated with project / task personnel so user can view employee names associated with the personnel, benefits, and general liability expense Updates and Topics IPPS Update to Cost Transfer Forms Working to improve cost transfer process for AP in stages Released a streamlined Cost Transfer Data Request form that removed some required fields and consolidated other fields Now working on updating the AP Invoice Tab in the Exceptions Report to match the format of the Request form to make it easier to copy and paste results Next, working on modifying the invoice workflow to ensure that FinU approvers approve the transfers before they post KBA on process and form Install the WalkMe Browser Extension WalkMe is an extension added to your browser that provides tips, walkthroughs, along with additional validations Recently been enhanced to validate POETAF within Procurements – must be installed for it to work Updates and Topics Required AD Password change by September 29th, depending on last name Requirement for password is increasing minimum character length from 7 to 12 Required for all UCSD employees Reset requirement is for AD only, not Business Systems Instructions on how to change your password can be found here Data Download From Tableau Effective Friday, 9/17, Data Analytics Governance Committee (DAGC) has approved the recommendation to allow for data to be downloaded from Tableau (previously only able to with Cognos reports) Updates and Topics NGN Rate Increase New rates effective for FY21: For planning purposes, can budget a 3% general increase until the next 5 year agreement is finalized. Updates and Topics Fund Management Office Hours Designed to support anyone Fund Managers with questions about processes and reports Zoom Link: Thursdays, 11-12pm Previous Fund Management Office Hour Recordings Oracle BI & Financial Reporting Office Hours Set up as a training session and Q&A - designed to support anyone who needs to run reports Zoom Link: Wednesdays, 1-2pm Previous BI Office Hour Recordings Topic Based Zoom UCPath Sessions Recordings and PPT now available https://ucpath.ucsd.edu/training/review.html Data and Finance Committees Operational Data Committee Charged in