Presentation on theme: "Slide 1 FastFacts Feature Presentation September 10, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:
Slide 2 Todays Topic PI Partners – Personnel Reports
Slide 3 Todays Presenter Diana Burke Senior Accountant, Office of Finance, Financial Quality Control
Slide 4 Session Segments Presentation In 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 Dianas presentation, your phone will be muted. Q&A After the presentation, well hold a Q&A session. Well open up the phone lines, and youll be able to ask questions. Diana will answer as many of your questions as time allows.
Slide 5 Contact Us If you would like to submit a question during the presentation or if youre having technical difficulties, you can email us at: firstname.lastname@example.org email@example.com You can also send us an instant message! GoogleTalk – HopkinsFastFacts@gmail.comHopkinsFastFacts@gmail.com AOL Instant Messenger – HopkinsFastFacts MSN – FastFacts@jhu.edu
Slide 6 Survey At the end of this FastFacts session, well ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
Slide 9 Overview The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to: Access Sponsored Research financial data Enhance administrative effectiveness Improve compliance
Slide 10 PI Partners – FastFacts Sessions Were presenting five FastFacts sessions on the PI Partners Reporting tool. 1.Access to PI Partners and Maintenance activities – September 4, 2012 [Recording is available]Recording is available 2.Award and Sponsored Program Overview and Sponsored Program Level Reports – September 6, 2012 [Recording is available]Recording is available 3.Personnel Reports – September 10, 2012 [Todays session!] 4.Personnel Planning Template – September 12, 2012 5.Sponsored Program Budget Planning Template and Non- Personnel Planning Template – September 18, 2012
Slide 11 Agenda Today we will talk about how to navigate to and view payroll information on the… Personnel Summary report Complete Labor Distribution report Sponsored Program Personnel report
Slide 12 PI Partners – Welcome to PI Partners After logging on to PI Partners, youll 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.
Slide 13 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.
Slide 14 PI Partners – Personnel Summary This 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.
Slide 15 PI Partners – Personnel Summary Scrolling 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.
Slide 16 PI Partners – Personnel Summary Scrolling 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.
Slide 17 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.
Slide 18 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.
Slide 19 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.
Slide 20 Conclusion In todays session, we talked about how to navigate to and view payroll-related information on the: Personnel Summary report Complete Labor Distribution report Sponsored Program Personnel report
Slide 21 Were 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. Well be answering questions in the order that we receive them. Well also be answering the questions that were emailed to us during the presentation. If theres a question that we cant answer, well do some research after this session, and then email the answer to all participants. Q&A
Slide 22 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: firstname.lastname@example.org
Slide 23 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/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!