University of Houston Human Resources
 
December 2008 - BUSINESS NOTES AND NEWS

Mandatory Training Season Ending Soon!

The Mandatory Training Season is soon coming to an end. The last day to complete the FY2009 Mandatory Training is December 31, 2008. All training discussed below is available on the UHS Online Professional Development and Training Website which can be accessed at www.uh.edu/onlinetraining

The following trainings must be completed by all university employees including faculty, staff, student workers, and temporary employees who are paid through the payroll system:
 

COURSE CODE NAME ASSOCIATED LAW/POLICY MINIMUM SCORE
F09024 Fraud Awareness Executive Order RP36 and BOR Policy 57.01 80%
F09037 Code of Ethics Executive Order RP36 and BOR Policy 57.01 80%
F09002 FERPA Family Educational Rights and Privacy Act of 1974 80%
H09001 Secure Our Systems Texas Administrative Code, Chapter 202 80%

All new employees as of September 1st including faculty, staff, student workers, and temporary employees paid through the payroll system must complete the following trainings within 30 days of their hire date:

COURSE CODE NAME ASSOCIATED LAW/POLICY MINIMUM SCORE
F09040 NewHire-SecureOurSystems Texas Administrative Code, Chapter 202 80%
F09041 NewHire-FraudAwareness Executive Order RP36 and BOR Policy 57.01 80%
F09042 NewHire-CodeofEthics Executive Order RP36 and BOR Policy 57.01 80%
F09043 NewHire-EEO Texas Labor Code, §21.010 80%
F09044 NewHire-FERPA Family Educational Rights and Privacy Act of 1974 80%

All full-time faculty, all exempt staff, and non-exempt staff with purchasing responsibilities are required to complete the F09028 – External Consulting & Related Party Disclosure form as well.

Employees may also be enrolled in one or more of the following finance role-based courses depending on their access and/or job duties:
 

COURSE CODE NAME MINIMUM SCORE
F09015 Petty Cash & Change Fund Custodians  80%
F09016 Procurement Card Cardholder  100%
F09017 Procurement Card Business Office  100%
F09018 Travel Card Cardholder  100%
F09019 Travel Card Business Office  100%
F09033 Credit Card Processing  100%
F09034 Credit Card Accounting  80%
F09035 Credit Card Data Security  100%
F09038 Cash Security Procedures  80%
F09039 Cash Deposit & Security Procedures  80%
F09045 Property Management Guidelines  80%

Refer to the Required Online Finance Training table to determine the appropriate role-based courses for employee enrollment. If it is determined that an employee should be enrolled in one or more of the above classes but is not, they may enroll on the Training webpage here. If a finance role-based course is not completed by December 31, 2008, the employee may lose privileges or access associated with the above activities.

Weekly course status reports have been distributed to College/Division Administrators. To view a  summary of the required training progress through PASS where the information is updated nightly, go to http://www.uh.edu/adminservices/PASS/trainingsummary.htm.

For assistance, please call the Customer Service Center at 713.743.3988.



Department Who’s Who

Chancellor/President's Office

Administration Phone Email Area
Gloria Sephers
Executive Director
for Business Services
713.743.8831 gsephers@uh.edu Manage business services for the Chancellor/ President's Division
Vanessa Adams
Assistant Business Administrator
713.743.8832 vadams@uh.edu Business services for the Chancellor/ President's Division
Jennie Rivera
Assistant Business Administrator
713.743.8850 jdelosreyes2@uh.edu Business services for the Chancellor/ President's Division
Theresa Singletary
Executive Assistant to the Chancellor/ President
713.743.8820 tmsingletary@uh.edu Manage & coordinate logistics for the Chancellor/President's schedule including meetings, events & travel; oversee official incoming & outgoing communications
Marie Martinez
Administrative Assistant
713.743.8833 memartinez@uh.edu Clerical & office support; assist Receptionist Desk; assist coordinate logistics for meetings & travel; assist Executive Assistant to the C/P
Juany Jimenez
Secretary 2
713.743.8820 sjimenez@uh.edu Clerical & office support; handle phone calls & messages; assist visitors appropriately
Dr. James E. Anderson
Executive Associate to the Chancellor/ President
713.743.8820 jeanderson@uh.edu Represent the Chancellor/President; build community relations; serve as liaison to civic, business, education & community organizations; serve as administrator for projects & initiatives
Dr. Dan Gardner
Assistant VC for Planning & Initiatives/ Chief of Staff
713.743.8820 dgardner@uh.edu Provide various research, analyses, & policy support; oversee the development of performance, strategic planning, benchmarks & goals
James W. McDow
Manager of Wortham House/ Transportation
713.743.8820 jmcdow@uh.edu Serve as transportation coordinator; inventory control; vehicle management; equipment maintenance; oversee Wortham House operations


Search Match Procedures
 

By Carla Ponzio

Now that we have implemented ePAR it is imperative that each department perform a Search Match prior to hiring a new employee. We have always had an issue with duplicate Id’s in PeopleSoft, but the problem seems to be expanding instead of shrinking. The best way to prevent duplicate Id’s is to perform a proper Search Match. This article will document the search match procedure for ePAR however we highly recommend you perform the Search Match process as documented in the Survival Guide prior to using ePAR. Instructions can be found here, the search match instructions start on page 8.
  • On the ePAR hire screen, enter all information obtained from the Personal Data Sheet and click the search button. Do not click the add button until another search has been performed.
  • If no results are found remove the social security number and click search.
  • If no results are found re-enter the social security number and click search once again At that point click on the add button to start data entering the new employee.

It is imperative that a proper search match be performed as we have numerous students in the system who have a 999-99-9999 social security number listed in their bio-demo data, which means they already have a PeopleSoft Id assigned to them. We are trying to minimize the number of duplicate id’s in PeopleSoft. Once an ID has been assigned there are numerous records that are created for that id, when duplicate ID’s are discovered numerous records must be combined to one official ID.




 



ePAR Home Page Changes to eFORMS Home Page  

By Carla Ponzio

The ePAR home page has changed to the new eFORMS home page. Users will make their selection to "Start a New eForm" or any of the other options where they will be directed to a page that displays the new links for ePRF, ePOI, eI-9 and eRAF. Please note that the links will be grayed out until the user has completed training for each new feature as the new feature is implemented. The eFORM Home Page is similar to what you see today. You will click Start a New eFORM.



At the next page, the user will see the new eFORM page where the user selects the particular form he/she will be creating.




eFORMS Listserv  

By Carla Ponzio

A new listserv has been created for eFORMS users. We will post notices when training is available, when pages are available, tips for users, etc as new functionality is rolled out.

The emails will go only to eFORM users not the entire HRMS PeopleSoft user population. eFORM users will be automatically enrolled when eFORMS training is complete.



ePAR Faculty Rollout  

By Carla Ponzio

ePAR processing for Faculty will be moved to the PeopleSoft Environment on Monday December 15th, 2008. Users will be able to processes electronic PARs and add electronic attachments for faculty hires, job changes, job status changes and additional pays. The ePAR Faculty implementation will be the completion of the ePAR project and further development of the other electronic forms will continue. Notices will be sent out on the eFORMS listserv closer to the implementation date.





Historically Underutilized Business (HUB) Statistics


UH/UHSA departments with 90% HUB use or higher that spent at least $100 in November 2008

College/Division Department HUB Use Total Purchased
Law Center LEGAL RESEARCH & WRITING, LAW 100.00% 669.57
Engineering COOPERATIVE ENGINEERING 100.00% 622.80
Student Affairs RELIGION CENTER 100.00% 319.95
Pharmacy INSTITUTE OF COMMUNITY HEALTH 100.00%  307.99
Education TEACHER EDUCATION AND CERTIFICATION 100.00% 291.83
Law Center EXTERNAL AFFAIRS, LAW 100.00% 217.08
Graduate College of Social Work JODY WILLIAMS CENTER 100.00% 169.75
University Advancement EXTERNAL COMMUNICATIONS 100.00% 153.45
Graduate College of Social Work FIELD OFFICE 100.00% 100.65
Law Center HEALTH LAW & POLICY INSTITUTE 99.28%  6,679.99
Research RESEARCH DIVISION OFFICE 96.33% 27,726.09
Business Administration MBA STUDENT SERVICES CENTER 95.46% 440.51
Chancellor/President AFFIRMATIVE ACTION 90.93% 3,626.02

The above percentages include HUB-eligible voucher and P-Card payments. However, HUB subcontractor payments are not included in the monthly HUB statistics but are included in the semi-annual and annual HUB reports. For departments with more than one DeptID, all DeptIDs were combined to determine the above ranking.

HUB reports by college/division and department are posted on the web at: http://www.uh.edu/finance/pages/HUB_Reports.htm

Please call Carla West at 713.743.5661 or Alan Philips at 713.743.5671 if you need help finding a HUB vendor.



Mileage Rate Change Effective January 1, 2009

The mileage reimbursement rate for travel and non-overnight transportation has been changed to 55.0 cents per mile effective January 1, 2009.

The new rate (55.0 cents/mile) applies to mileage incurred January 1, 2009 and after, while the previous rate (58.5 cents/mile) applies to mileage incurred from July 1, 2008 to December 31, 2008. An updated Mileage Report, which is an optional form for documenting travel and non-overnight transportation mileage, has been posted on the Finance website at http://www.uh.edu/finance/pages/AP_Travel.htm

In addition, the non-taxable portion and taxable portion of mileage reimbursement for moving expenses has changed as well.

Below is a summary of the changes:
 
Type of Mileage Mileage Incurred
1/1/08 to 6/30/08
Mileage Incurred
7/1/08 to 12/31/08
Mileage Incurred Starting 1/1/09
Travel and Non-Overnight Transportation 50.5 cents/mile 58.5 cents/mile 55.0 cents/mile
Transportation while Moving: Non-Taxable 19.0 cents/mile 27.0 cents/mile 24.0 cents/mile
Transportation while Moving: Taxable 31.5 cents/mile 31.5 cents/mile 31.0 cents/mile

If you have any questions about mileage rates, please contact Sandra Silva at 713.743.5883 (travel) or Linda Morrow at 713.743.8987 (moving expenses).




Approval of University of Houston System Policy

The following System Administrative Memoranda have been approved by the Chancellor as official system policy:
 
SAM Number and Name Date Revised Change to Policy
SAM 02.A.11 - Staff Performance Appraisals October 1, 2008 SAM 02.A.11 was edited to include a statement requiring the completion of all system annual mandatory training for merit eligibility. Wording was updated throughout to be consistent with other SAMs, and the responsible party was updated.
SAM 02.A.26 - Employee Development and Training October 1, 2008 Section 2.6. was updated in SAM 02.A.26 to assign each employee the responsibility of completing and their supervisors the responsibility of monitoring annual mandatory training. Employees who do not meet these requirements would not be eligible for merit. The responsible party was also updated.

To view these documents, please go to http://www.uhsa.uh.edu/sam.

Questions may be directed to the appropriate policy Subject Matter Expert or the Office of Policies and Procedures at 713-743-6885.


DECEMBER CALENDAR
 

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

1
8:30 New Hire Orientation

Monthly Payday

Run Bi-Weekly (B112508) Final at 9am

Run Leave Accrual

CDA P-Card & Travel Card Billing Cycle Review

Run P-Card & Travel Card Liability Balance Queries
 
2 3
Off Cycle Payday

9:30 Time Management (Part 2)

2:00 Query 8.9

 
4
Biweekly (B120908) & Monthly (M123108) PAR's Due in HR

 
5
Bi-Weekly Payday

Payroll Reallocations Processed by Noon

Last day of December P-Card Billing Cycle

Deadline to Scan & Upload the P-Card Signed November Billing Cycle Expense Report to the Finance System


8
8:30 New Hire Orientation

Begin Entering December Billing Cycle P-Card Transactions in SDOL

Target Date to Close November (3) Accounting Period (Wait for Listserv Announcement)




 
9
1:30 Basic Finance

 
10
Off Cycle Payday

9:00 Essentials of Leadership Part 1

9:0 Journal Entry

Bi-Weekly (B120908) Timesheets Due in Payroll by Noon

Last Day of December Travel Card Billing Cycle

2:00 Voucher Creation & Workflow

Deadline to Scan & Upload the T-Card Signed November Billing Cycle Expense Report to the Finance System
11
Run Bi-Weekly (B120908) Trial

Bi-Weekly (B120908) Corrections Due in Payroll by 3pm

Biweekly (B122308)  PAR's Due in HR

Begin Entering December Billing Cycle Travel Card Transactions in SDOL

5:00PM Deadline to Update P-Card & Travel Card December Billing Cycle Transactions in SDOL for AP Analysis



 
12
Run Bi-Weekly (B120908) Final at 9am

9:00 Essentials of Leadership Part 2

Payroll Reallocations Processed by Noon

Results of P-Card and Travel Card December Billing Cycle SDOL Analysis Distributed



15
8:30 New Hire Orientation

December Billing Cycle P-Card and Travel Card SDOL Corrections Due by 5PM


 
16

17
9:30 ePAR

9:30 Travel Forms and Rules

Bi-Weekly (B122308) Timesheets Due in Payroll by Noon

2:00 Query 8.9
 
18
Run Bi-Weekly (B122308) Trial

Bi-Weekly (B122308) Corrections Due in Payroll by 3pm


19
Bi-Weekly Payday

Run Bi-Weekly (B122308) Final at 9am

Payroll Reallocations Processed by Noon

 
22
8:30 New Hire Orientation

 

 

 

23
1:30 Basic Finance

November Billing Cycle P-Card & Travel Card Compliance Analysis Distributed to CDAs

Submit Journal Entries with December Journal Dates to General Accounting by 5:00
PM
 
24

 

HOLIDAY

25

 

HOLIDAY

26

 

HOLIDAY

29

 

HOLIDAY

 


30

 

HOLIDAY

31

 

HOLIDAY