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 5:00PM
|
24
HOLIDAY |
25
HOLIDAY |
26
HOLIDAY |
|
29
HOLIDAY
|
30
HOLIDAY |
31
HOLIDAY |
|
|
|