1. Presented by: Kola Olatifede 1

2. 1. Proposal Management 2. Project Management 3. Contact and Donor Management 4. Leave Management 5. Standard Approval Hierarchy 6. Requisition and Purchase Management 7. Inventory Management 8. Expense Management 9. Employee Request 10. Delegation of Approval 2

3.  Purpose  is used for capturing, controlling and managing all proposals in the system  Functionality  Creating a new proposal/concept note  Proposal event handling  Proposal budgeting  Manual  AVRDC - User Manual - Proposal Management V2.0.docx 3

4.  Purpose  is used for creating, controlling and managing all projects and project budgets within the system  Functionality  Creating a new project  Managing a project  Project budgeting  Project report Project Budget vs. Actual  Manual  AVRDC - User Manual - Project management V2.3.docx 4

5.  Contact company can be classified  Donor  Potential Donor  Collaborator  Potential Collaborator  Functionality  Search and Open existing Contact Companies/Donors  Creating a new contact company  Convert Contact Company to Donor Donor records are for the purpose of performing funding grant transactions and project management tasks.  Manual  AVRDC - User Manual - Contact Management V1.0.docx 5

6.  The registration unit of leave is in hours  4 hours = half day  8 hours = full day  Accrual Basis  Leave types includes: Annual Leave Sick Leave Compensated Leave  Approval requirement: By the employee’s supervisor  Registration Basis  Leave types includes: Maternity/Paternity/Adoption Leave Compassionate Leave Leave without pay Personal Holiday  Approval requirement: First approval by the employee’s Supervisor Second approval by the HR Director  Report – balance and details.  Manual  AVRDC - User Manual - Employee Leave V1.3.docx 6

7.  Standard approval hierarchies:  Purchase Orders < 1,000 USD Project Manager of Sub-Project  Purchase Orders < 3,000 USD Project Manager of Sub-Project Global Theme Leader / Regional Director  Purchase Orders < 10,000 USD Project Manager of Sub-Project Global Theme Leader / Regional Director Deputy Director General  Purchase Orders >= 10,000 USD Project Manager of Sub-Project Global Theme Leader / Regional Director Deputy Director General Director General 7

8.  Purpose  For registering all external and internal purchase requests in the system  Functionality  Creating & Submitting a Requisition  Approving & Rejecting a Requisition  Request For Quote (RFQ) Creation  Quote Approval and Purchase Order Creation  Approving / Rejecting Purchase Orders  Printing Purchase Orders  My Requisitions  Manual  AVRDC - User Manual - External Requisition - HQ RCA External V1.0.docx  AVRDC - User Manual - External Requisition - Travel Request V1.0.docx  AVRDC - User Manual - Internal Requisition - CommInfo V2.0.docx  AVRDC - User Manual - Internal Requisition - FDS V1.0.docx  AVRDC - User Manual - Internal Requisition - TSO General V2.0.docx  AVRDC - User Manual - Internal Requisition - TSO Local Travel V2.0.docx 8

9.  Purpose  for registering all internal purchase request for inventory items  Functionality  Creating & Submitting a transfer request  Approving/Rejecting an item order  Packing the item order  Manual  AVRDC - User Manual - Inventory - Internal Transfer V2.5.docx 9

10.  Purpose  for registering all expense claims (e.g. travel expense) in the system  for registering HR claims (children’s tuition) in the system Eva Lee will act on your behalf when she receives with all HR claims relevant paperwork  When registering the expense claim, the employee stated as “requester” has to be the person that Finance department will pay the reimbursement to  Functionality  Creating & Submitting an Expense Sheet  Approving & Rejecting an Expense Sheet  My Expense Sheets  Manual  AVRDC - User Manual - Expense Sheet V2.1.docx 10

11.  Purpose  for registering Personal, RC replenishment, HR reimbursement, GRSU internal, General receipt and General payment requests in the system  for requesting Employee Travel Advance in the system  Employee request for regional centres  only when there is a need for HQ to approve  for any request that doesn’t require the approval or payment at the HQ please do not use the Employee request  Manual  AVRDC - User Manual - Employee Requests V3.2.docx  AVRDC - User Manual - Employee Advances V4.0.docx 11

12.  Employee Request Type  Personal Request used for requests against a personnel account (either cash or cheque) respective approval hierarchies: Owner of Personnel Account Finance  RC Reimbursement/Replenishment Request used for regional centre cash replenishment requests to HQ respective approval hierarchies: Head of RC Jackie Hughes Finance  HR reimbursement used for HR reimbursement requests This is a two part process and involves creating an HR reimbursement specific expense claim or HR reimbursement general journal on behalf of the requester respective approval hierarchies: Eva Yin-Fu Chnag 12

13.  Employee Request Type (cont.)  GRSU Internal Request used for GRSU internal requests respective approval hierarchies: PM of Project Letty Lin  General Payment Request used for cash requests for custody funds and/or petty cash replenishment respective approval hierarchies: PM of Project Pih-Ehr Chuang / Tina Yang  Employee Request [Receipt] used for requests to finance to accept cash coming in, in the form of cheque/transfer respective approval hierarchies: Supervisor of requester Pih-Ehr Chuang / Tina Yang 13

14.  Purpose  When a primary approver is on leave or on travel status then he can delegate the approval to his supervisor for Expense sheet, PO or Vendor Invoice Allocation.  Functionality  Activating/Deactivating the Delegation  Alert  If the delegation is active, the user will have the alert under Alert menu called “Delegation is Active”.  Manual  AVRDC - User Manual - Delegation of Approval.docx 14

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