PASS FlexRoles Training

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PASS FlexRoles Training

• February 16, 2005
• February 22, 2005

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Agenda

• Overview
• Your Set Up
• Your Units Approval Process (FlexRoles) You
• Your User Preferences
• Walk Through of the Set Up Process
• Approval Process after FlexRoles
• Reports
• When PASS users change jobs or leave the
  University
• Next Steps

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PASS Overview

• Setting up your users in PASS
• Setting up your approval process

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Access to PASS Step 1 is complete

• Your users are already set up in PASS
• You should have an envelope that identifies your
  PASS role(s)
• The roles are
• Requestor
• HR Rep/Coordinator
• Finance Officer
• Academic/Admin Officer
• Delegate

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Setting up Your Units Approval Process Step
2 Assigning User Groups
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Your changes have been saved
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Step 3 You can toggle to Setting up Your Units
Approval Process
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Default
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Step 3a Or You can Set up Your Units Approval
Process thru the HR MAIN MENU
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Quick Review

• Authorize access to PASS
• Identify roles
• Identify who will function as a group
• In PASS set up any groups under FlexRoles, User
  Roles Maintenance
• In PASS set up your approval process under
  FlexRoles, Flex Roles Maintenance
• Terminate access to PASS and other systems as
  employees leave or change jobs and update your
  User Roles and Flex Roles

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User Flex Role Reports
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STEP 1 SELECT THE UNIT
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STEP 2 click Run Report
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Next Steps

• Go back and notify approvers of FlexRole Process.
• Identify anyone else that needs to be added to
  PASS.