slide 1 fastfacts feature presentation september 10, 2012 to dial in, use this phone number and...
TRANSCRIPT
Slide 1
FastFactsFeature Presentation
September 10, 2012
To dial in, use this phone number and participant code…
Phone number: 888-651-5908 Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or computer speakers
© 2012 The Johns Hopkins University. All rights reserved.
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Today’s TopicPI Partners – Personnel Reports
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Today’s Presenter
Diana BurkeSenior Accountant, Office of Finance, Financial Quality Control
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Session Segments
PresentationIn this FastFacts session, Diana will introduce you to the Personnel Summary report and the Complete Labor Distribution report. She will show you how to navigate and drill through these summary reports to get to the Sponsored Program Personnel report and view personnel paid on a specific sponsored program.During Diana’s presentation, your phone will be muted.
Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Diana will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
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Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
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How To View Full Screen
Click Here
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PI Partners –Personnel Reports
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Overview
The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to:
Access Sponsored Research financial dataEnhance administrative effectivenessImprove compliance
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PI Partners – FastFacts Sessions
We’re presenting five FastFacts sessions on the PI Partners Reporting tool.1. Access to PI Partners and Maintenance activities –
September 4, 2012 [Recording is available]2. Award and Sponsored Program Overview and
Sponsored Program Level Reports – September 6, 2012 [Recording is available]
3. Personnel Reports – September 10, 2012 [Today’s session!]
4. Personnel Planning Template – September 12, 20125. Sponsored Program Budget Planning Template and
Non-Personnel Planning Template – September 18, 2012
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Agenda
Today we will talk about how to navigate to and view payroll information on the…
Personnel Summary reportComplete Labor Distribution reportSponsored Program Personnel report
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PI Partners – Welcome to PI Partners
After logging on to PI Partners, you’ll arrive at the PI Partners Welcome page, which displays system alerts and the navigation path of reports available in PI Partners.Click the Personnel Summary hyperlink to navigate to the Personnel Summary report.
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PI Partners – Toolbar and Filters
The Top Toolbar allows you to print, save, and export data.The Filter Toolbar allow you to filter the data in the report.Input Controls allow further report filtering, depending on the report.
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PI Partners – Personnel SummaryThis report provides the PI with a rolling six month history/12 month outlook of labor distributions to confirm past payment trends and allow the timely identification of upcoming staffing events, errors, or required staffing decisions.
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PI Partners – Personnel SummaryScrolling to the right on the Personnel Summary report provides you with a 12-month outlook on future labor distributions.You can click the hyperlinks in the Reports section to navigate to other reports.
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PI Partners – Personnel SummaryScrolling back to the left on the Personnel Summary report, you will see hyperlinks that will take you to the Complete Labor Distribution report or the Sponsored Program Personnel report.Click a PERNR # hyperlink to go to the Complete Labor Distribution report.
Click the hyperlink for the PERNR # to go to the Complete Labor Distribution report.
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PI Partners – Complete Labor Distribution
Clicking a PERNR # hyperlink has opened the Complete Labor Distribution report.This report provides you with a tool to review the labor distribution for the selected PERNR # and make decisions that could impact current and future distributions.
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PI Partners – Sponsored Program Personnel
When you are on the Personnel Summary report, you can click a sponsored program number to go to the Sponsored Program Personnel report.
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PI Partners – Sponsored Program Personnel
The Sponsored Program Personnel report provides you with a tool that will enhance the management of salary and benefit distributions to your sponsored program(s). This report provides payroll data for the current budget period only.
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Conclusion
In today’s session, we talked about how to navigate to and view payroll-related information on the:
Personnel Summary reportComplete Labor Distribution reportSponsored Program Personnel report
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We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
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Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]
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Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!