How Do I Add a Co-Planner to a Performance Review
|
|
- Lizbeth Crawford
- 8 years ago
- Views:
Transcription
1 How Do I Add a Co-Planner to a Performance Review Managers have the ability to add co-planners for a performance review. The Add Co-Planner option is available from the Options drop-down within the performance review. Co-planners can perform reviews as though they were the manager who was assigned the review task. This can be useful for managers to obtain reviews for employees who have transferred from another job or department. To add a co-planner, click the Add Co-Planner option from the Options drop-down. This opens the Add Co-Planner pop-up. Click the Select User button for and select co-planners. to search
2 Enter the name of the supervisor(s) to search for and select Co-Planners Predictive search is used to display users who match the entered text as it is entered. The selected co-planners then appear in the field. There is no limit to the number of co-planners that can be added. to the right of the co- To remove a selected co-planner, click the Remove icon planner's name. What Happens When the Employee s Immediate Supervisor Changes during the Performance Review? If an employee changes Immediate Supervisors in the middle of the Performance Review, the most important information to capture within the Performance Review
3 at this point is the prior Immediate Supervisor s feedback on that employee's performance. The current Immediate Supervisor may have little or no insight on what that employee did over the last 12 months. It's important to utilize Co-Planners to allow the prior Immediate Supervisor to Rate and Comment on the employee's performance. The current Immediate Supervisor or the HR Center Contact can add the prior Immediate Supervisor as the Co-Planner within the review step. HRIS can also help add a Co-Planner if necessary. Scenario 1: Step 1-Self Evaluation is Complete, Step 2-Immediate Supervisor Review is incomplete, but the Immediate Supervisor added/saved comments and ratings. The Immediate Supervisor should select the SAVE AND EXIT or SAVE AND CONTINUE button when they have updated the Ratings/Comments, so they can come back to it later to edit or complete the Ratings/Comments. Save and Exit: Ratings and Comments will stay in Edit Format - they will not permanently submit. Save and Continue: Ratings and Comments will stay in Edit Format - they will not permanently submit. If fields are not completed within the Step, a Required Field Error message will display. Submit: The Immediate Supervisor can submit the review. When The Employee Moves to a New Immediate Supervisor: The Employee will not be impacted from a Review Perspective; The prior Immediate Supervisor will not see the review in their My Tasks Queue; The new Immediate Supervisor will automatically be designated as a Co- Planner for that Employee; The New Immediate Supervisor will be assigned the review; The New Immediate Supervisor will see all of the prior Immediate Supervisor s Comments and Ratings; The prior Immediate Supervisor s ratings are pre-populated in current Immediate Supervisor s Rating Drop Down; The current Immediate Supervisor will be able to edit the ratings (prepopulated from prior Immediate Supervisor s Ratings), and the Comments Box is empty for current Immediate Supervisor to provide own comments; If the prior Immediate Supervisor needs to complete their comments/ratings:
4 The New Immediate Supervisor should select the Add Co-Planner link and search the prior Immediate Supervisor s name, then select Save and Exit, or the HR Center Contact or HRIS can also assist where necessary to add the Co- Planner; The prior Immediate Supervisor will be re-assigned the review Step 2 as a Co- Planner. The review will re-appear in the prior Immediate Supervisor s Task Queue. All of the prior Immediate Supervisor s comments/ratings provided prior to the supervisor change will display in an edited format. The prior Immediate Supervisor can make edits to previous comments/ratings. The current Immediate Supervisor will still have the review available in their When the prior Immediate Supervisor edits the comments/ratings and selects Save and Exit: The current Immediate Supervisor will see all of prior Immediate Supervisor s changes If the prior Immediate Supervisor completes the review and selects Save and Submit: The review will no longer be in the prior Immediate Supervisor s My Tasks queue after submission. The review will move to the next Step. The current Immediate Supervisor has no obligation to that particular review step after assigning the prior Immediate Supervisor as the Co-Planner. If the current Immediate Supervisor selects Submit at any time: The review will move to the next Step. Scenario 2: Step 1-Self Evaluation is Complete. Step 2-Immedisate Supervisor Review is incomplete: the Immediate Supervisor never added Comments or a Rating. The Employee Moves to a New Immediate Supervisor The Employee will not be impacted from a review perspective; The prior Immediate Supervisor will not see the review in their My Tasks queue; The current Immediate Supervisor will be assigned the review; The current Immediate Supervisor will be able to input their own comments/ratings;
5 If the prior Immediate Supervisor did not add any comments/ratings, there is no indication within the review that the prior Immediate Supervisor provided any rating. The prior Immediate Supervisor will need to provide their comments/ratings; The current Immediate Supervisor will need to select the Add Co-Planner link and search the prior Immediate Supervisor s Name, then select Save and Exit. The prior Immediate Supervisor will be assigned the review Step 2 as a Co- Planner. The review will re-appear in the prior Immediate Supervisor s My Tasks The current Immediate Supervisor will still have the review available in their The prior Immediate Supervisor edits the comments/ratings and selects Save and Exit. The current Immediate Supervisor will see all of prior Immediate Supervisor s changes If the prior Immediate Supervisor Completes and Submits the review The review will no longer be in the prior Immediate Supervisor s My Tasks queue after submission. The review will move to the next step. The current Immediate Supervisor has no obligation to that review step after assigning the prior Immediate Supervisor as the Co-Planner. If the current Immediate Supervisor selects Submit at anytime The review will move to the next Step.
Quick Reference Card Online Staff Evaluation System
ACCESS THE ONLINE STAFF EVALUATION SYSTEM Log on to the OnePurdue (SAP) portal. https://erp-portal-prd.itap.purdue.edu/ Enter Career Account and password. Click the Log on button. Supervisors: Click the
More informationReduced Time Compensation for
Reduced Time Compensation for Appointed Staff Contents Procedure Overview Step 1: FTE% Change Process Steps Step 2 Update New FTE% and Salary Decrease due to Reduced Time Compensation (FTE%) HR Data Verification
More informationSES PAS Senior Executive Service (SES) Performance Appraisal System (PAS)
Job Aid: Create the Executive Development Plan (EDP) Creating the Developmental Plan Step 1: From within your performance plan, navigate to the Developmental Plan tool bar in the left column Step 2: Click
More informationCompleting the Performance Evaluation
Completing the Performance Evaluation Overview: Understanding the Performance Evaluation Process The performance evaluation process begins with completing the performance evaluation document by rating
More informationHow To Write A Goal On A Computer On A Workstation
ACCESSING ULEARN... 1 CREATING AND ASSIGNING GOALS... 1 COMPLETING A YEAR END REVIEW... 2 SIGNING OFF ON THE APPRAISAL... 3 APPROVING AN IDP... 5 APPROVING GOALS SUBMITTED BY EMPLOYEES... 5 REVIEWING OR
More informationWentworth Institute of Technology Performance Management Supervisor s Guide
Wentworth Institute of Technology Performance Management Supervisor s Guide A Step-By-Step Supervisor s Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin
More informationSTEP-BY-STEP INSTRUCTIONS TO COMPLETE THE 2015-2016 STAFF PERFORMANCE EVALUATION
STEP-BY-STEP INSTRUCTIONS TO COMPLETE THE 2015-2016 STAFF PERFORMANCE EVALUATION PERFORMANCE EVALUATION PROCESS TIMELINE START END DATE PROCESS STEPS DESCIPTION DATE 3/21/16 4/10/16 STEP 1: Staff 360 Degree
More informationEMPLOYEE DIRECTIONS ADDING A DEGREE PROGRAM Employee Education Reimbursement System ( EERS) Rev 2/27/2015
LOGGING IN TO SAP ONLINE ACCESSING YOUR EERS RECORD: 1. Navigate to SAP Online Services from the MPCConnect homepage. Note: this is the same place you would go to access your paystub. 2. Enter your PIC
More informationTravel & Expense Reimbursement System Information IBM GERS SYSTEM
Travel & Expense Reimbursement System Information IBM GERS SYSTEM 1 Table of Contents Page(s) Contact for Questions/Concerns. 3 T&E Information...4 Getting Started with GERS (First Time Registration).....5-10
More informationIntegrated Research Application System (IRAS)
Integrated Research Application System (IRAS) Guidance on electronic submission of supporting documentation with applications and storing files in IRAS. New functionality is being phased in to IRAS to
More informationFollow Up Email Pro Guide
Website: http://magehit.com Contact: sale@magehit.com Configuration Follow Up Email Pro Guide Version 1.0.0 - Jan 2015 Go to System >> Configurations >> MageHit >> Follow Up Email (or Follow Up Email >>
More informationUser Training. HDR Milestones Student User Guide
User Training HDR Milestones Student User Guide Version 0.2 February 2013 Table of Contents TABLE OF CONTENTS... II 1. OVERVIEW... 1 2. GLOSSARY OF TERMS... 1 3. INSTRUCTIONS... 2 SUBMITTING AN ONLINE
More informationTBR System Office Performance Management Supervisor s Guide
TBR System Office Performance Management Supervisor s Guide A Step-By-Step Supervisor s Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin 7.0 is a
More informationMimioStudio ActivityWizard
MimioStudio ActivityWizard MimioStudio ActivityWizard Build better activities in minutes Easiest and most intelligent activity builder available Automates the activity and lesson building process Calls
More informationFAQ. New Party Manager Frequently Asked Questions
FAQ New Party Manager Frequently Asked Questions Frequently Asked Questions (FAQ) 1. How was a party close date determined for my existing parties before the new system? 2. How do I set my open and close
More informationNMSU Online Staff Evaluation User Guide for https://evaluation.nmsu.edu/
NMSU Online Staff Evaluation User Guide for https://evaluation.nmsu.edu/ This user guide provides instructions for using the Exempt Staff and Nonexempt Staff Evaluation Web Application, from now on also
More informationeperformance Step-by-Step Help Guide for Employees
eperformance Step-by-Step Help Guide for Employees 1. Overview 2. Completing the Self-Evaluation 3. Review Meeting and Completing the Process 4. Viewing Historical Performance Evaluations REVISED: April
More informationLightpath Hosted Voice
Lightpath Hosted Voice Call Queuing Agent/User Guide v06-01-15 CONTENTS 1 Information for Call Queuing Agent Lines... 1 1.1 Using Multi Line Hunt Groups... 1 1.1.1 Viewing MLHGs...1 1.1.2 Logging in and
More informationHelpful Links 8 Helpful Documents 8 Writing History 9 Pending Peer Reviews 9 Navigation Tabs 10 Changing Courses 10
V7.30.15 2014 GETTING STARTED Table of Contents Welcome to WPP Online 3 WPP Online Welcome Page 3 Logging in to WPP Online 4 Changing your Password 5 Accessing your Courses 7 Selecting a Course 7 The Course
More informationMC Talent Management System. Goals Module Guidebook
MC Talent Management System Goals Module Guidebook A. Signing On and Off of the System B. Employee Center Home Page - Left Pane - Center Pane - Right Pane C. Accessing and Creating the Goal Plan D. Navigating
More informationHOW TO ACCESS AND USE GET HELP
ASK HR INSTRUCTION GUIDE HOW TO ACCESS AND USE GET HELP TO SEARCH THE ON-LINE HUMAN RESOURCES KNOWLEDGE BASE OF INFORMATION GET HELP FROM MDC MAIN PAGE Human Resources is now utilizing the College s on-line
More informationUser Guide. Umoja Create Expense Report
User Guide Umoja Table of Contents Overview... 3 Objectives... 3 Enterprise Roles... 3 Create an Expense Report... 4 Fill in the General Data Page... 7 Fill in the Enter Expense Details Page... 9 Complete
More informationLINK System Security EDI. On Line Trading Partner Agreement Execution
LINK System Security EDI On Line Trading Partner Agreement Execution 1 Trading Partner Agreement (TPA) Execution Directory Trading Partner Agreement and Exhibit A - Execution TPA Worksheet Enter Required
More informationRegister Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears:
USER MANUAL Click on the Internet Explorer icon on the Computer. Type http://farmer.gov.in/dealers/login.aspx on the address bar of Internet Explorer Window. The following screen will appear. Choose the
More informationPerformance Management
Performance Management Everything in One Place, For Each Cycle, For Each Employee A Quick Reference Guide for the Enhanced Performance Management Process For this year s Performance Management Cycle, you
More informationWorkshop Tool in Moodle
Workshop Tool in Moodle Moodle Workshops are a great tool for students to view, grade and assess their own and other course members work as a group. There are many options that can make this educational
More informationUse this job aid to assist with determining Property Eligibility and Borrower/Household Income Eligibility for USDA loans.
USDA Eligibility Version 04.24.2014 Use this job aid to assist with determining Property Eligibility and Borrower/Household Income Eligibility for USDA loans. Property Eligibility Step 1 Access USDA Income
More informationQuestions on new Performance Management System:
1. Are there any user guides or videos available? Yes, you can access the user guides and videos on the LINK website at http://link.ne.gov on the bottom of the home page under Help. 2. When will the system
More informationESS Leave & Time Employee Leave Request
Employee Self-Service (ESS) Screens Leave & Time Employee Leave Request Page 1 of 14 ESS Leave & Time Employee Leave Request The Employee Leave Request screen under Leave & Time allows employees to enter
More informationLOGER S INSTRUCTION MANUAL
LOGER S INSTRUCTION MANUAL Local Government Electronic Local Government E- (LOGER) Last Updated October 2014 Page 1 of 52 TABLE OF CONTENTS SECTION ONE: Access Logging into LOGER.. 3 SECTION TWO: Annual
More informationUsing the Shands HealthCare External Applicant Careers Portal
Using the Shands HealthCare External Applicant Careers Portal Introduction Welcome to the Shands HealthCare employment portal. We are very happy about your interest in seeking an employment opportunity
More informationTutorial Overview Quick Tips on Using the ONRR Statistical Information Website
Tutorial Overview Quick Tips on Using the ONRR Statistical Information Website We have added several upgrades to the ONRR Statistical Information Website. The new interactive map on the home page allows
More informationCreating and grading assignments
Creating and grading assignments An assignment activity provides a simple way for an instructor to provide a task for students to complete before a given deadline, collect work form student and assign
More informationOnline Timesheets User Guide - for Students -
Online Timesheets User Guide - for Students - Topics Include: Logging On Creating a New/Late Timesheet - Readme Notes - Warning ICONs Creating a Work Schedule - Readme Notes LOGGING ON: SITE URL: http://www.hawaii.edu/sece
More informationFlex Activities For Faculty in California
Rev. 3/2/15 Flex activities are professional development activities for faculty. California legislation and SMC s Faculty Contract mandate that faculty participate in flex activities as part of the compressed
More informationUsing Microsoft PowerPoint Software on a SMART Board Interactive Whiteboard
Using Microsoft PowerPoint Software on a SMART Board Interactive Whiteboard When you use Microsoft PowerPoint software in conjunction with a SMART Board interactive whiteboard, presentations become more
More informationComputer Services & Telecommunications Enterprise Application Development. Scholarship Application eform Student Reference
Scholarship Application eform Student Reference Table of Contents 1) Application purpose... 3 2) Accessing the application... 3 3) Submitting an Application... 3 4) Printing applications... 5 5) Reviewing
More informationSigning Documents with Requests for Attachments
DocuSign Quick Start Signer Guide Signing Documents with Requests for Attachments There may be times when you need to provide supporting documentation to the sender. This guide provides information about
More informationLBi HR HelpDesk: USING THE EMPLOYEE SELF-SERVICE PORTAL
LBi HR HelpDesk: USING THE EMPLOYEE SELF-SERVICE PORTAL Using the LBi HR HelpDesk Employee Self-service Portal LBi HR HelpDesk Pro, ProPlus, and Enterprise offer a self-service portal that empowers employees,
More informationAnnual Review (for Managers)
Annual Review (for Managers) How Does the Annual Review Process Work? You and your employees will use the online forms contained in SuccessFactors to conduct their annual reviews. In this guide, learn
More informationPRODUCTS & QUOTES USING THE KEY & IRESS EXCHANGE
Page 1 of 18 PRODUCTS & QUOTES USING THE KEY & IRESS EXCHANGE Introduction Once you have completed the Protection/GI Fact Find in relation to the client s protection needs you can now proceed to quote
More informationUsing the jmrdesign Service Desk
The jmrdesign Service Desk provides supported client users with a more comprehensive resource and easier to use interface. The jmrdesign Service Desk is designed to increase the efficiency and reduce the
More informationContact Center. Agent Quick Start Guide
Contact Center Agent Quick Start Guide 11/12/201 Agent Tasks 1 f g h i 2 a d c e b Contact Center Interface The following elements are available from the Contact Center main interface: 1 Global Message
More informationHow to Submit Voluntary Transfer Requests. Parent Manual Wake County Public School System
How to Submit Voluntary Transfer Requests Parent Manual Wake County Public School System Table of Contents Transfer Requests*.3 Current WCPSS Parents 4 Create an Account 4 Submitting a Transfer Request
More informationPublishing with Adobe Presenter 10 (Detailed)
Publishing with Adobe Presenter 10 (Detailed) Open PowerPoint Find PowerPoint and open it by clicking its icon. The PowerPoint icon may be found in one of the following locations: 1. Desktop 2. Start Menu
More information10.3.1.6 Lab - Data Backup and Recovery in Windows XP
5.0 10.3.1.6 Lab - Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment
More informationPerformance Management Program. User s Manual
Performance Management Program User s Manual Table of Contents Introduction 3 The Performance Management Cycle 3 Timeline Calendar Year Cycle 3 Fiscal Year Cycle 4 System Overview Accessing the Performance
More informationThis symbol represents a handy tip or further information.
This symbol represents a handy tip or further information. 1. Logging In Open Internet Explorer or Firefox and log in to the system through the Business Systems front door page - https://frontdoor.spa.gla.ac.uk/login/
More informationWeb Time Entry At Lindsey Wilson College. Approver s Guide
Web Time Entry At Lindsey Wilson College Approver s Guide Log On Banner Web. Click on Employee Services. Instructions Welcome to the Main Menu page. The Employee Menu appears. Click on Time Sheet. Primary
More informationMyHR REFERENCE GUIDE HUMAN RESOURCES. Reference Guide. Queen s University
HUMAN RESOURCES Reference Guide Queen s University Table of Contents 1 Introduction... 2 1.1 Helpful Hints... 3 2 What to Expect... 3 2.1 Cascading Menus... 3 2.2 Breadcrumbs... 4 2.3 Recently Used Feature...
More informationFiling Credit Counseling and Debtor Education Certificates
Best Case Solutions P.O. Box 32 Evanston, IL 60204 Toll-free: 1.800.492.8037 Facsimile: 1.847.492.8038 E-mail: info@bestcase.com Web: www.bestcase.com Filing Credit Counseling and Debtor Education Certificates
More informationTrusted Relationships. Sending Invitations. Sending Invitations from Outlook
Trusted Relationships Establishing Trusted Relationships through the invitation process are core to the Securencrypt security process. This insures that you can only share secure documents with someone
More informationWith Chase Commercial Online, you can quickly and easily view statements, check images and deposit slip images online. 1
C OMMER CIAL BANKING CHASE COMMERCIAL ONLINE SM STATEMENTS AND IMAGES VIEW STATEMENTS With Chase Commercial Online, you can quickly and easily view statements, check images and deposit slip images online.
More informationDatix Event Reporting System Review
Management Staff Version Datix Event Reporting System Review Risk Management s Event Reporting System- Intranet Datix EVENT (Incident) REPORTING SYSTEM Datix online reporting is to be used to report any
More informationApply Online for Student Awards
Apply Online for Student Awards Contents INTRODUCTION... 2 Who Is Eligible to Apply?... 2 Application Deadlines... 2 APPLICATION PROCEDURE... 3 STEP 1: Login... 3 STEP 2: Complete your Student Profile...
More informationEducation Record. Then expand your case and select the participant to open the Person Management page: June 2015 1
Education Record 1. From the desktop, there are two ways to access the Person Management page: a. The first is to select the Participant View checkbox: Then expand your case and select the participant
More informationDocument Revision Date: August 14, 2014. Create a New Data Protection Policy in the Symantec.cloud Management Portal
Document Revision Date: August 14, 2014 Create a New Data Protection Policy in the Symantec.cloud Management Portal Create a New Data Protection Policy i Contents Configure Data Protection Settings in
More informationAn Introduction to the Moodle Online Learning Platform
An Introduction to the Moodle Online Learning Platform For a general orientation to features of the course platform review the Computer Configuration, Course Navigation and Moodle Features document presented
More informationSuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15
SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15 Table of Contents Overview... 2 The Onboarding Dashboard... 2 Locating the Hire in the Onboarding System... 5 Completing
More informationThe United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0.
The United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0. Copyright 1994-2007 by Northrop Grumman. All rights reserved. Northrop Grumman, the
More informationFAST Travel System. Guide: Creating Expense Reports
FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into
More informationContract Management with ServiceNow
Contract Management with ServiceNow Table of Contents Background... 3 Overview... 3 Pre-requisites... 3 Create a New Contract Workflow... 4 New Contract Workflow... 4 1 Login to ServiceNow... 5 2 Select
More informationServSafe California Food Handler: View Scores and Print Certificate of Achievement
ServSafe California Food Handler: View Scores and Print Certificate of Achievement To print your certificate of achievement or view your score, begin from www.servsafe.com/foodhandler and log in. 1. To
More informationMANAGER SELF SERVICE USER GUIDE
MANAGER SELF SERVICE USER GUIDE FEBRUARY 2016 Contents Note: If using this guide electronically the contents are hyperlinked to each section. Introduction... 2 Using This Manual... 2 Signing in to Workday...
More informationBizconferencing Service
Bizconferencing Service Welcome! Thank you for using Dialog Bizconferencing Service, the flexible and cost effective Conference Solution that is secure and easy to use anytime, anywhere! This requires
More informationEXCEED IEP Goals Product Screen
The Goals product screen is used when you need to document the goals the student will be working towards during the course of their IEP. The Events screen displays with the Current and Upcoming Events
More informationApproval Process Expense Reports and Travel Cash Advances
Approval Process Expense Reports and Travel Cash Advances Expense Reports and Travel Cash Advances must be approved by the HR Supervisor, the Expense Approver, and the Prepay Auditor before a payment will
More informationPerformance Management for ADP Workforce Now. Automatic Data Processing, LLC ES Canada
Performance Management for ADP Workforce Now Automatic Data Processing, LLC ES Canada INSTRUCTOR GUIDE ADP s Trademarks The ADP Logo, ADP, ADP Workforce Now and IN THE BUSINESS OF YOUR SUCCESS are registered
More informationOnline Performance Management System
Online Performance Management System Review: Performance Management A process in which UAB Medicine involves employees in: Improving effectiveness Accomplishing mission and goals Performance Management
More informationGrant Management System State Administrators Manual
Grant Management System State Administrators Manual About the new Grants Management System The Propane Education & Research Council s Grant Management System (GMS) is based on a commercial product, EzGrants,
More informationCreating a Test in Blackboard
Creating a Test in Blackboard Adding a Test in Test Manager Adding a Multiple Choice Question Access the Control Panel of your class. Under Assessment, click on Test Manager. Test Manager displays all
More informationData Entry Training Module
Data Entry Training Module Estimated Training Time: 1 Hours Data entry training is for users that are planning on entering data into the InsightVision application on scorecards that have already been created.
More informationChanging Your Cameleon Server IP
1.1 Overview Technical Note Cameleon requires that you have a static IP address defined for the server PC the Cameleon server application runs on. Even if the server PC has a static IP address, you may
More informationUniversity Performance Management Tool (for Managers)
If you took the Guide to Managing at Duke Program you learned about the performance management process now it is time to learn the SAP tool for managing performance. Below are the steps in the performance
More informationDesktop Client Application User Guide
Desktop Client Application User Guide Version 6 8/21/2009 OAISYS 7965 S. Priest Drive, Suite 105 Tempe, AZ 85284 (480) 496-9040 OAISYS Desktop Client Application User Guide 1 Installation Browse to your
More informationPM160 CLAIMS MANUAL ACCESSING THE PM160 CLAIM FORM
PM160 CLAIMS MANUAL The PM160 Claim form is now available in multiple Office Ally programs. The form has been updated, and will look slightly different, but will still include the 5010 required fields.
More informationGrants Management System Online Instructions for Grant Applicants Greater Twin Cities United Way. March 2012
Grants Management System Online Instructions for Grant Applicants Greater Twin Cities United Way March 2012 Contents SECTION 1: PREPARE YOUR APPLICATION TEAM... 2 SECTION 2: LOGIN TO THE ONLINE SYSTEM...
More information2. Signer Authentication
DocuSign Quick Start Signer Guide Receiving a Document for Guided Signing This guide provides information about how to electronically sign a document using the DocuSign Service. Electronic signing provides
More informationThe purpose of this User Guide is to provide users with guidance on the following:
LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Re-opening
More informationStakeholder Enterprise Portal Online Applications. Online Applications Dashboard accessed from the Online Forms Action within SEP
Applications Online Applications Dashboard accessed from the Online Forms Action within SEP From this Dashboard you can: Start a New Application Continue an Open Application View Completed Applications
More informationGrants Management System (GMS) and Reports Training OVW. GMS Roles OVW. The Office on Violence Against Women. Grants Management System (GMS)
Grants Management System (GMS) and Reports Training Grant Adjustments Semi-Annual Progress Reports Quarterly Financial Reports Payment Requests (GPRS) Sub-award Reporting (FSRS) GMS Roles Primary Point
More informationBrowser Settings for Optimal Site Performance
1 Browser Settings for Optimal Site Performance With the constant upgrades to browsers and to City National s systems, an occasional problem may develop with your browser and our program compatibility.
More informationPreference Center Job Aid
Preference Center Job Aid Preference Center Job Aid 2 Overview In this document you will find information on how to complete the major functions of this Preference Center application. Use the Preference
More informationUninstall Check Scanning software (Fujitsu S300)
Uninstall Check Scanning software (Fujitsu S300) Contents What software do you need to remove?... 2 Stop the I2iA and ScanSnap services... 2 Uninstall Active X controls... 4 If you have Internet Explorer
More informationVirtual Code Authentication User Guide for Administrators
Virtual Code Authentication User Guide for Administrators Virtual Code Authentication - User Guide for Administrators Document No.: 05-001 2001-2015 All rights reserved. Under copyright laws, this document
More informationUse these directions to review job requisitions that require approval.
Job Requisition Approval Concept This document explains how an individual assigned to review a job requisition can view it and approve or deny it. Job requisition approvers are notified via an automated
More informationE-zine Module Instructions
E-zine Module Instructions The E-zines module allows the user to send out emails and alerts to individuals or groups that have either signed up or have been added to a specific group. This allows the City
More informationSupport Guide. Title: Jobs and Debtors Basics. Support Note: B-0136 - Title: Jobs and Debtors Basics
Title: Jobs and Debtors Basics Support Guide Support Note: B-0136 - Title: Jobs and Debtors Basics This Support Note is Suitable for: - Databuild for Windows 2-34 and higher Introduction The system requires
More informationContract Management System. USER GUIDE Proposal Submission. Individual Consultants Company Consultants
Contract Management System USER GUIDE Proposal Submission Individual Consultants Company Consultants Contents Introduction to Interface Elements... 1 Applications and Proposal Submissions... 2 Applying
More informationResearch Ethics System How To Supervise A Student Application Returned by Administrator. This symbol represents a handy tip or further information.
This symbol represents a handy tip or further information. 1. Logging In Open Internet Explorer or Firefox and log in to the system through the Business Systems front door page - https://frontdoor.spa.gla.ac.uk/login/
More informationImmiAccount How to attach documents to a citizenship application
ImmiAccount How to attach documents to a citizenship application Version: 2 (10-7-2015) Before you can submit an online citizenship application, you are required to attach evidence of identity documents
More informationWilkes University Information & Instructions for Students using Outlook 2003
Outlook 2003 Wilkes University These tips are for how use some of the features of Outlook 2003. You will first have to install Outlook 2003 on your personal computer. After installing Outlook follow the
More informationInking in MS Office 2013
VIRGINIA TECH Inking in MS Office 2013 Getting Started Guide Instructional Technology Team, College of Engineering Last Updated: Fall 2013 Email tabletteam@vt.edu if you need additional assistance after
More informationApplicant Help Text Applicant Tracking Job Postings:
Applicant Help Text Applicant Tracking Job Postings: This page is for viewing and applying to available job postings. Category: Job postings are grouped into categories. To view current postings in a category,
More informationRochester Institute of Technology. Oracle Training: Preparing Journal Entries in the Oracle Applications
Rochester Institute of Technology Oracle Training: Preparing Journal Entries in the Oracle Applications 1 Table of Contents Introduction Lesson 1: Lesson 2: Lesson 3: Lesson 4: Lesson 5: Lesson 6: Logging
More informationCommunity and Employer Partnerships (CEP) Online Application User Guide
Community and Employer Partnerships (CEP) Online Application User Guide Ministry of Social Development and Social Innovation Province of British Columbia Author: CFMS- CEP Team Last Updated: February 5,
More informationUser Guide: Web Recruitment
User Guide: Web Recruitment Contents: Introduction... 3 How to get started... 4 1. New User Registration... 6 2. Completing the Online Application Form... 7 2.1. Application Summary Page... 7 2.2. Personal
More informationSMART Human Resources Manager
SMART Human Resources Manager The SMART HR Manager is an affordable, easy-to-use software solution that provides HR and Safety Managers with quick and easy access to all of their human resource records
More informationTuskegee University Performance Management Philosophy and Key Components Performance management is an ongoing, continuous process of communicating
Tuskegee University Performance Management Philosophy and Key Components Performance management is an ongoing, continuous process of communicating and clarifying job responsibilities, priorities and performance
More information