Together, we are One Emory Webinar Payment Request & Expense

Together, we are One Emory Webinar  Webinar Objective  Reinforce the Distance Learning key points  Get User Feed Back 2

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 3

Together, we are One Emory Available Training Resources  Training Available Now  Distance Learning Course – Expense Reports  Job Aid – Expense Reports  Distance Learning Course – Payment Requests  Job Aid – Payment Requests  Coming Soon – Additional Training  Distance Learning - Expense Report Approvals  Distance Learning – Payment Request Approvals  Job Aid - Cash Funds  Coming Soon - Project Compass Toolbox o Listing of all training materials, by content area o New “one-page” desk reference for Expense Reports o FAQs 4

Together, we are One Emory Available Training Resources  Training Available Now  Distance Learning Course – Expense Reports  Job Aid – Expense Reports  Distance Learning Course – Payment Requests  Job Aid – Payment Requests  Coming Soon – Additional Training  Distance Learning- Expense Report Approvals  Distance Learning – Payment Request Approvals  Coming Soon - Project Compass Toolbox o Listing of all training materials, by content area o New “one-page” desk reference for Expense Reports o FAQs 5 Four-page quick reference Additional Topics not included in the Distance Learning

Together, we are One Emory What’s the biggest training issue right now?  Users are missing the link to the distance learning! 6 Finish registration after you save the document above. First click Here! Save the document to your Desktop

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 7

Together, we are One Emory Key Points –About Payment Request  PeopleSoft Payment Request is the new tool for University Employees to request payment for individuals (non-companies ) who provide a taxable service to Emory. Examples might include:  Paying honoraria  Paying for referees/umpires  Payments for study participants  Non-Travel reimbursements requests are NOT processed in Payment Request.  Important information to communicate to your colleagues  Training is required for access. Project Compass Security team validates user access against a department authorization list.  Approval flow is changing. Hardcopy of Payment Request with barcode and supporting documentation will be mailed to Payment Services first, where it will be reviewed for compliance. Then, Payment Services will electronically route the Payment Request and documentation to the Approvers.  Emory Healthcare will continue to process payment requests through PMM 8

Together, we are One Emory Key Points – Payment Request Workflow  From the Requestor’s Point of View  Create and Submit it in PeopleSoft  Print hardcopy of the Payment Request with barcode and attach Supporting Documentation  Mail to Payment Services  Payment Services will review Payment Request for compliance, then electronically route the Payment Request and documentation to the Approvers.  Requester will receive when all approvals are complete or they may watch the approvals from their Payment Request Workflow tab  From the Approver’s Point of View  Approver will receive requesting approval after Payment Services reviews the Payment Request for compliance  If the requestor is also an approver, the Payment Request will automatically route to the next approver in the workflow  Approver approves/rejects  Final Approver releases it for payment * You can find these tools here: 9

Together, we are One Emory Key Points - Payment Request Inquiries  Inquiries  Requestors can view approval history from the Payment Request workflow tab  Contact Procurement and Payment Services Customer Care for payment information at (404)

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 11

Together, we are One Emory Key Points – About Expense Report  PeopleSoft Expense Report is the new tool for Emory University and Emory Healthcare to  Reimburse faculty/staff, students and guests for all out of pocket expenses (travel and non-travel)  Pay the Emory University Corporate Travel Card  Important information to communicate to your colleagues  Training is required for access. Project Compass Security team validates user access against a department authorization list.  Approval flow is changing. Hardcopy of Expense Report with barcode and supporting documentation will be mailed to Payment Services first, where it will be reviewed for compliance. Then, Payment Services will electronically route the Expense Report and documentation to the Approvers. 12

Together, we are One Emory Key Points – Expense Report Workflow 13  From the Requestor’s Point of View  Create and Submit it in PeopleSoft  Print hardcopy of the Expense Report with barcode and attach Supporting Documentation  Mail to Payment Services  Payment Services will review Expense Report for compliance, then electronically route the Expense Report and documentation to the Approvers.  Requester will receive when all approvals are complete or they may watch the approvals from their Expense Report Workflow button  From the Approver’s Point of View  Approver will receive requesting approval after Payment Services reviews the Expense Report for compliance  If the requestor is also an approver, the Expense Report will automatically route to the next approver in the workflow  Approver approves/rejects  Final Approver releases it for payment

Together, we are One Emory Key Points – Expense Report Inquiries  Inquiries  Requestors can view approval history from the Payment Request workflow preview button  Emory University Employees : o Contact Procurement and Payment Services Customer Care for payment information at (404)  Emory Healthcare Employees : o Contact Accounts Payable for payment information at (404)

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 15

Together, we are One Emory Summary of Key Learning Points  Payment Request  Used to pay individuals (non-companies) for services provided to Emory  Training is required prior to access  Documentation is sent to Payment Services prior to department approvers  Expense  Used to pay individuals for all out of pocket expenses (travel and non-travel)  Training is required prior to access  Documentation is sent to Payment Services prior to department approvers 16

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 17

Together, we are One Emory “Talk to the Expert” Webinars and Open Houses 18 * The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 19

Together, we are One Emory Reminder – How to Stay Connected!  Questions for our Experts    the Project Compass Change Management Team!   Project Compass Website   Key Communications  Project Compass Management Bulletins (weekly) 20

Together, we are One Emory Provide Your Feedback  Project Compass wants to hear from you!  Provide your feedback via the Project Compass home page or the weekly Project Compass Bulletin  Distance Learning Course Feedback  Project Compass Readiness Assessment 21 Distance Learning Course Feedback Readiness Assessment

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 22

Together, we are One Emory 23 Questions and Feedback

Together, we are One Emory Agenda  Welcome  Available Training Resources  Key Points - Payment Request  About Payment Request  Workflow  Inquiries  Key Points - Expense Report  About Expense Report  Workflow  Inquiries  Summary of Key Learning Points  What’s next  Stay Connected  Questions and Feedback 24

Together, we are One Emory Thank you! 25