Bridges Advisory #26 - September 26, 2004
Printable versionThe University of Florida is committed to keeping you informed as we continue our transition to the new myUFL systems. To help you with the transition, each week you will receive a Bridges Advisory.
BANK ACCOUNT NUMBER REMOVED FROM THE SELF-SERVICE “VIEW PAYCHECK.” Due to campus security concerns, the university has removed the bank account number from the on-line earnings statement in myUFL via > My Self Service > Payroll and Compensation > View Paycheck.
RECENTLY RESOLVED ISSUES. We have made progress recently in several areas and continue to work hard to resolve other ongoing issues. Please continue to monitor the Alert Notices <http://www.bridges.ufl.edu/alerts> for updates.
- Travel and Expense – Users should no longer get the “cannot delete report” error message when attempting to delete an expense report.
- eRecruit – Users can now put applicants in a status that allows them to be hired and for routing to a Search Committee We had a timeout problem when accessing the Manager Self Service > Recruiting Activities Home > Track Applicant Activity that has since been resolved.
- eRecruit -- Anyone designated as an interviewer is now able to view the pool of applicants on-line in myUFL. at My Self Service > Jobs at UF > Review Applicants.
- Access Request System – Users will no longer receive a “user not found” error message when trying to set up securit for employees or non-employees for the first time due to an automated process that was added to the UF Directory.
CHANGES TO QUERY MANAGER. Due to an upgrade this weekend, those who use the Query Manager in myUFL will find an extra page when using that tool. Follow the normal navigation path: PeopleSoft >Financials PeopleTools > Reporting Tools > Query > Query Manager > Select query to run > Click the Preview tab. You will now see the query running in a new window. (Note: The original window will still be available and will allow you to run your query again if needed via the “Run Query” link.) The results will be shown as if you used the ‘Run to HTML’ functionality.
Query Manager users will notice that a private query will be saved with a temporary file name (all temporary queries will be prefaced with ‘__TMP’). Up to three temporary private queries will be saved before the process begins to overwrite earlier temporary files. A temporary private query will be created each time the ‘Preview’ tab is used to view query output. Any other means of viewing query output will not generate a temporary private query entry (i.e., those using ‘Query Viewer’, ‘Run to HTML’ or ‘Run to Excel’ functionality).
PURCHASING – NEW ALTERNATE CHECK DELIVERY FORM. If you do not want a vendor check directly mailed by the Purchasing and Disbursements office, please complete an Alternate Check Delivery Form. Attach the form to the original documentation supporting the voucher that has been created and send to Purchasing and Disbursements. Please be sure to put your voucher number in the upper right-hand corner of the invoice.
The Alternate Check Delivery form is available on the Bridges Web site under Resources > Purchasing. In addition to the new form, the Purchasing FAQs are updated on the Bridges Web site under FAQs > Finance > Purchasing and Payables.
UPDATED TRAVEL FORMS. Two Travel forms – Authorize Approver Request and Add a Non-Employee Request – have been updated. The revised forms are more convenient – simply fill out the form on-line and click the “Print” button. In our effort to make the wealth of information and materials more manageable, these forms are available in several locations:
- On myUFL > My Self Service > Travel and Expense > Scroll to top of menu > Travel Exchange> Click on “Information.”
- On Bridges Web site > Services > Travel
- On Bridges Web site > Resources > Travel and Expense
TRAVEL RELATED EXPENSES. Travel related expenses prepaid should not be included in the Travel Authorization. The Travel Authorization should only include the anticipated charges that will be reimbursed to the traveler and/or the anticipated PCard charges that will occur during the travel trip. However, all travel related expenses should be included when completing the Expense Report.
PAYROLL PROCESSORS – CORRECTING LEAVE BALANCES. During the first pay period, some employees did not get their leave converted correctly into myUFL, or used leave during this time (6/18 - 7/1) but were unable to input it. Payroll processors should complete the Balance Adjustment Form and return it to Central Leave in the Division of Human Resources to correct any errors that remain. Please call Central Leave, 392-5732, if you have any questions.
PAYROLL PROCESSORS—CORRECTING PAYROLL. Payroll Processors will soon receive via email a list of individuals in their area that have been overpaid or underpaid during the first two pay periods due to incorrect time reporting. Please review the lists as soon as possible and follow the instructions as provided in the email.
NEW INSTRUCTION GUIDES. Several new or updated Instruction Guides are available:
Finance
• Guide to Financial Forms (New)
Customer Relations
• Cash Expense Refunds (New)
• Revenue Refunds (New)
General Ledger/Budgets
• Where is My Available Balance? (Updated)
Purchasing and Payables
• Bank Wires (New)
Travel and Expense
• Setting up Originators in Travel and Expenses (New)
• Setting up Approvers in Travel and Expenses (New)
UPDATED CLASSROOM PRESENTATION AND HANDOUT. The following class presentations and handouts have been updated:
• Accounts Receivable: Direct Journal Deposit Entries
(Updated)
• Authoring and Publishing in the myUFL Portal (Updated)
For frequent updates about the project, subscribe to the UF Bridges pagelet on the myUFL portal. For a quick tutorial on how to use myUFL, visit: http://wla.erp.ufl.edu/media/PersonalizeContentLayout.html.
For more information about the transition, visit the Bridges Web site.
For help or support in using the new systems, including the portal, contact the UF Help Desk at 392-HELP or helpdesk@ufl.edu.
