1. Employee Prefeed Overview 1

2. 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

3. 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

4. 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

5. 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

6. 6 Existing Prefeed CAT-HR is the current application to prefeed new employees.

7. 7 TAG/AAMS: Trusted Options

8. 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

9. UCAT: Screen Flow 1. Home/Initial Search 9 ucat.uchicago.edu

10. 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

11. UCAT: Screen Flow 3. Person Not Found? 11

12. UCAT: Screen Flow 4. No Match Create a record 12

13. 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

14. Prefeed: Placeholder SSN 14

15. 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.

16. 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

17. Placeholder Email to HR 17

18. Prefeed: Conflict of Interest 18 Exec Level is required; to be used with Policy Management & Conflict of Interest applications.

19. 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.

20. Prefeed: optional email 20 Email: Employees personal email Not a uchicago address

21. 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

22. 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

23. 6. Success! 23

24. 7. Edit an existing record 24 SSN: Only the person who entered the SSN can maintain it; SSN will not even display for others.

25. 7. Maintain an existing record *after* Uchicago Card printed 25

26. Expire or Revoke 26

27. Maintain an existing record 27 Can only view or edit the SSN if you created the account

28. 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.

29. UCAT Prefeed: Options 29 Same navigation options on all Prefeed screens

30. 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

31. UCAT Prefeed: Online Help 31

32. 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.

33. 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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