eSWT Online Salary/Wage Transfer Request System

eSWT Online System Takes the current process and converts it to an online process Via Self-Service Banner (similar to eCerts & SSB JV system) Can be done as an independent SWT or as part of eCerts (for Effort Certification) Allows for supporting documentation to be attached Storage in Self-Service Banner Eliminates the need for revised PARs (if effort certification is required) Time-stamps effort certification (in the next eCert period) when SWT is approved/processed PDF capability Each eSWT is identified by a unique number (ex – SW000001)

eSWT via AU Access

Access on the Finance Tab Access on the Employee Tab Access on the Faculty Services Tab Click on ‘Self Service Banner’ Scroll down to ‘Salary Wage Transfer’

eSWT via Self Service Banner

eSWT Procedures Sign off on SWT document Create a SWT (Salary Wage Transfer) Search SWT documents

eSWT Sign off on SWT document Awaiting Actions are documents needing your action Can sign off per FOAP or all FOAPs in a document In Process are documents awaiting action from others Complete are documents that are approved or have been withdrawn

eSWT Sign off on SWT document Non-sponsored can be signed off by: Department admins Salary wage transfer admins Department heads Dean admins Deans Associate Deans of Research

eSWT Sign off on SWT document Sponsored can be signed off by Principal Investigator (PI) Co-Principal Investigator (CO-PI) Department Admins, salary wage transfer admins, dean admins CANNOT sign sponsored FOAPs

Logged in as P.I. or Co-P.I.

eSWT Sign off on SWT document Approve will sign off and push the document to the next queue Reject will add a note to the document as well as the preparer Reject will not remove the document from the queue

eSWT Sign off on SWT document If the document requires a change to the funding source or the amount, the document will need to be unlocked Dean’s Office can perform the unlock A document that is withdrawn will be removed from every queue and moved to the complete tab Only the preparer can withdraw the document This document cannot be reopened

eSWT Create Salary Wage Transfer Create a SWT (Salary Wage Transfer) Can be created by Salary Wage Transfer Admin Can be created by Department Admin Can be created by Department Head Can be created by Principal Investigator Can be created by Co-Principal Investigator

Justification is mandatory

Optional

Salary/Wage Transfer Request Number

Approval Process Once submitted by the preparer, the eSWT is forwarded for approval to the appropriate individuals/departments via automatic notification (similar to eCerts). Preparer From Dept/Unit/College To Dept/Unit/College CG/ISS Preparer and Approvers are listed at the bottom of eSWT

Notification >>> "Salary Wage Transfer" 1/25/ :05 AM >>> 902xxxxxxx Mxxxx Mxxxxxx Actions are required for document SW xxxxxx Rxxxx Cxxxxx Transferring Wages from Information Systems Support To access system training tools or to enter the salary wage transfer system or review available salary wage transfers, please go to eSwt at: If you have problems accessing the system or have questions regarding this process, please send an to or contact Contracts and Grants Accounting at

eSWT Search Search for a Person Search for a Fund/Org/Acct/Prog

eSWT Document Search by Person

Fill in any of the text boxes

eSWT Document Search by Person

eSWT Document Search by FOAP

Contacts, Comments & Questions CG Accounting - AU CG Accounting - AUM