PPS Update

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PPS Update PAN AccessTraining
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What Youll Get From This Training Series
a Ability to Set-up and Maintain Your
Departments Access to UCSD Core Computer Systems
Through AccessLink TNG
a Ability to Set-up and Maintain Your
Departments IFIS Approval Hierarchies Supporting
its Ability to Transact Financially

• Ability to Set-up and Maintain Your Departments
  PAN Reviewers within PPS

a Ability to Set-up and Maintain Your
Departments PAN Reviewers within PPS
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PPS Roles of Departmental Employees

• Departmental Contact Person
• Key PPS resource person
• Transaction preparer/user
• Updates Employee Data Base (EDB)
• Transaction Reviewer
• Mandatory - reviews PANs in a timely manner
  (payroll division recommends within 48 hours)
• Non-mandatory - receives PANs, but not required
  to review them
• Backup - reviews PANs in mandatory reviewers
  absence

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Whats Involved in PPS Access?

• Employees complete PPS training
• ACT sets up PPS Inquiry or Update access
• DSA sets up PAN reviewer access

PPS Employee Data Base (EDB) divided into Home
Depts/Units
ACT assigns home dept. 0275 access to DSA at DSA
appointment
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DSA assigns PAN access to PPS clients of home
dept. 0275
DSAs can only assign access to home dept(s) they
can access
PPS clients can receive PANs for home dept. 0275
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What is a PAN?(Post-Authorization Notification)
Receives PAN in PPS system Web or Email
System records date and time opened and reviewed
May receive extra PAN in Email (optional)
Receives official PAN in PPS System Web
Non-mandatory reviewer OPTIONAL
Mandatory reviewer REQUIRED
System updates EDB and generates PAN
Transaction preparer enters updates in Employee
Data Base (EDB)
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Setting up, Updating and Deleting PPS
Departmental Access
Dept. Mgmt.
Complete PPS instructions
DSA reviews Does client have PPS function
access? (Inquiry Only,Update or Review)
User self-registers DSA initiates access TNG
NO
YES
Payroll sets up, updates or deletes home dept.
access (EDSA screen)
User completes training
Is client a reviewer?
NO
YES
DSA sets up, updates or deletes PAN routing
template (DENT screen)
Returns instructions to originator
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As a DSA, you should log on to PPS at least once
every month in order to keep your PPS account
active at UCOP where the PPS system resides.
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What is a PAN?(Post-Authorization Notification)
Receives PAN in PPS system Web or Email
System records date and time opened and reviewed
May receive extra PAN in Email (optional)
Receives official PAN in PPS System Web
Non-mandatory reviewer OPTIONAL
Mandatory reviewer REQUIRED
System updates EDB and generates PAN
Transaction preparer enters updates in Employee
Data Base (EDB)
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Mandatory Reviewers

• Every department must have at least one Mandatory
  Reviewer.
• A Mandatory Reviewer can add appointments into
  PPS.  What they cant do is be a Mandatory
  Reviewer for themselves.  If they are the only
  Mandatory Reviewer listed for their department
  the system will think there is no Mandatory
  Reviewer.
• When choosing an additional Mandatory Reviewer
  for your department, keep in mind the University
  policy.  You cannot have a Mandatory Reviewer
  subordinate to the person entering the action.

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PAN Reviewer Worksheet
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Web PAN
Click Here for WEB PAN
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Web PAN
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Web PAN
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EDSA
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Terminating a user ID with either inquiry or
update PPS
Delete PPS PAN routing templates (DENT screen)
while you still have control. Once an individual
has left the department and the central Payroll
security database has been updated to reflect the
person's new department or to reflect a
separation from UCSD, your ability to change the
information is lost. Payroll will enter (or
delete) anyone that the DSA doesnt have access
to. DSA must submit a copy of the rejection
screen attempt.
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