HRMS Salary Update Document (SUD) Refresh Functionality - PowerPoint PPT Presentation

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HRMS Salary Update Document (SUD) Refresh Functionality

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HRMS Salary Update Document (SUD) Refresh Functionality Outline What is the SUD Refresh functionality? When is the SUD Refresh functionality needed? – PowerPoint PPT presentation

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Title: HRMS Salary Update Document (SUD) Refresh Functionality


1
HRMS Salary Update Document (SUD)Refresh
Functionality

2
Outline
  • What is the SUD Refresh functionality?
  • When is the SUD Refresh functionality needed?
  • Example Scenario
  • Example of Refresh Warning Message
  • When is the SUD Refresh functionality
    unavailable?
  • Example of Exception Warning/Error Messages
  • Resources

3
Introduction
  • What is the SUD Refresh functionality?
  • The SUD Refresh functionality gives users the
    ability to refresh data on a created SUD based on
    final approved HRMS document changes.
  • This functionality allows users to apply the most
    recent information from HRMS to a created SUD,
    such as
  • Base pay increases
  • Additional pay increases
  • Reclassifications

4
Introduction
  • When is the Refresh functionality needed?
  • The SUD Refresh functionality is needed whenever
    an assignment change is made in HRMS via a Modify
    document at the same time a SUD is being
    processed.
  • A warning message indicates when the assignment
    data on the SUD should be refreshed.

5
Example Scenario
  • This is an example of a situation when the
    refresh functionality should be used.
  • An AP position has been added to a SUD.
  • While the SUD is in process, a permanent
    additional pay is added to the incumbent via an
    HRMS Modify document with an effective date of
    9/1/XX.
  • The new functionality alerts the user of an
    assignment change and instructs the user to
    refresh the data in the SUD.
  • Click the Refresh button on the Document Review
    page to update the data.
  • NOTE If the data is not refreshed in the SUD,
    HRMS will not reflect any changes made via the
    SUD.

6
Example Refresh Warning Message
This is the warning message a user will see on
the SUD when assignment changes have been made in
HRMS since the SUD was created.
7
Exceptions
  • When is the Refresh functionality unavailable?
  • The Refresh functionality is unavailable if any
    of the following changes have been made in HRMS
    while a SUD is in process.
  • The positions owning unit has been changed. The
    user is alerted that SUD data will not push to
    HRMS.
  • A permanent additional pay has been added to the
    incumbent via an HRMS Modify document with an
    effective date AFTER 9/1. The user is alerted
    that SUD data will not push to HRMS.
  • The position has been reclassified to a different
    job category. The user is alerted that the
    position must be removed from the SUD.

8
Example Exception Warning Message
The Refresh feature is not available for base pay
increases after 9/1
9
Example Exception Error Message
The Refresh feature is not available if the
position is reclassified to a different job
category
10
Resources
  • Training Resources
  • http//www.utexas.edu/business/erp/hrms/training.p
    hp
  • UT Austin Support
  • For help with the SUD, contact 512-471-8802 or
    askUS_at_austin.utexas.edu.
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