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Employee Prefeed Overview 1
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CAT-HR will become UCAT Prefeed: the system that enables employees --staff, faculty, academics, and postdocs-- to be fed into our central person registry (MCDB) so that they can claim their CNetID, and utilize University services such as: obtaining a UChicago Card using UChicago Time …on the day they begin working at the University. 2 Prefeed: upcoming rollout
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For those who are TAGs (Trusted Agents)… during transition, TAG/AAMS will still be used for look- up details and other functionality AAMS will eventually be replaced by UCAT Prefeed Bridging & Extends Temporary accounts Renewals: View What We Have Done, Expired Look-ups and other functionality 3 Prefeed: upcoming rollout
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Central HR Roll-out: Pilot phase for a few HR Admins completed Continuing roll-out for all HR Admins TAG / AAMS Prefeed Roll-out: Access will be provided to existing TAGs Upcoming roll-out (early 2013) Same application for both 4 Prefeed: upcoming rollout
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Current Prefeed screens 4 enhancements on the new Prefeed How the screens flow when adding a Prefeed How to maintain or expire a Prefeed Navigation options First Aid 5 Todays presentation
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6 Existing Prefeed CAT-HR is the current application to prefeed new employees.
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7 TAG/AAMS: Trusted Options
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Placeholder SSN Exec Level (Division/School) Carding UChicago Card on first day (except for temporary employees) Optional Email welcome note to employee 8 Four Featured Enhancements
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UCAT: Screen Flow 1. Home/Initial Search 9 ucat.uchicago.edu
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UCAT: Screen Flow 2. Home/Initial Search - sample 10 Name/Birth date: Not case sensitive Can use * wildcard Search thoroughly Number/codes: Search on only one of these fields
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UCAT: Screen Flow 3. Person Not Found? 11
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UCAT: Screen Flow 4. No Match Create a record 12
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UCAT: Screen Flow 5. Add screen 13 Employment Type: Staff Faculty Other Academic Appointees Post Doc Expiration Date defaults to 45 days for Staff, else to 30 days. Max is still 1 year. Search name fields title case
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Prefeed: Placeholder SSN 14
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Prefeed: Placeholder SSN 15 Email is sent to HR with the new records placeholder# You as the operator are ccd I, [Operator Name], verify that this employee informed me that s/he does not have a SSN and is not a US Citizen and requires the creation of a temporary, university- generated placeholder code until the employee provides an SSN. An email will be sent to Central Human Resources with my name and this record's information as I have entered it.
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Generate a Placeholder SSN 16 If you generate a Placeholder SSN, the label changes to Generate & the fields are grayed out The Placeholder SSN is not generated until you click Save
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Placeholder Email to HR 17
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Prefeed: Conflict of Interest 18 Exec Level is required; to be used with Policy Management & Conflict of Interest applications.
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Carding Options 19 On-time UChicago Card? UChicago Card available on first day of employment! Card Start Date first day of employment If you dont know the Start Date, retain No for On-time carding.
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Prefeed: optional email 20 Email: Employees personal email Not a uchicago address
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Generates an Email! 21 This text will be emailed: To: New Employee From: operator cc: operator Click Send Email to send welcome note to new employee
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Auto-Email Text 22 Example: Optional Email Additional Resources: UChicago Human Resources 1.Recap of data 2.How to claim CNetID 3.Carding at IPO 4.Corrections 5.Helpful links
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6. Success! 23
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7. Edit an existing record 24 SSN: Only the person who entered the SSN can maintain it; SSN will not even display for others.
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7. Maintain an existing record *after* Uchicago Card printed 25
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Expire or Revoke 26
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Maintain an existing record 27 Can only view or edit the SSN if you created the account
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Success Screen following Maintenance 28 Annie Sureshot Oakley Once a person is in the employee/payroll database, then no one may edit the Prefeed accounts name, birth date or SSN. Necessary changes must be communicated to HRS Records or the Provosts office.
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UCAT Prefeed: Options 29 Same navigation options on all Prefeed screens
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UCAT Prefeed: Options 30 1.Homereturns to initial search screen 2.Search Resultsdisplays prior results listing 3.Helpfield descriptions and FAQ 4.AAMSquick link to TAG/AAMS screens 5.Logoutper browser steps on how to logout
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UCAT Prefeed: Online Help 31
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First Aid 32 Questions on the app itself (such as what value should go in a field, who should get a Prefeed account) … should go to Erika: reschafer@uchicago.edureschafer@uchicago.edu If login errors: Use this link: ucat.uchicago.edu and click on Employee Prefeed. Firefox is the preferred browser. If problems persist, close out of ALL tabs then re-open Firefox If message An error has occurred. Please email idm@uchicago.edu.idm@uchicago.edu Clear the cache from your browser: kb.iu.edu/data/ahic.html … then close all tabs on your browser and re-log in to Firefox.
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Summary 33 1.New features: Placeholder SSN New employee can be auto-emailed: Welcome! Exec Level (Division) required On-Time Carding options 2.Search thoroughly to reduce duplicates 3.UCAT Prefeed roll-out is underway TAG/AAMS will be replaced gradually 4.Online Help and FAQ available
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