ers assignment process - apps.finance.jhu.edu · 7. select the assignment you would like to change...

A Department or Sub Department Coordinator has access to change individuals in the assigned department/sub departments

Change Individual Assignments in ERSV10

1. Click on Management

2. Click on Assignments

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^ JOHNS HOPKINSCardwell, Laura

Departmental CoordinatorView Assigned Departments

Reports (~i~) HelpManagement ‘ fEffort Foi

^ (^) Assignments

J\ NotificationsEffort Form Status My Status / To Docn

|^|Print FormsCurrent Prior(s)

0% Complete Total 0 out of 4 forms Complete4 pending Pre Review0 pending Certification0 pending Post Review

15 from Prior Periods

Pending Critical 0 0Pre Review

Pending Non-Critical 3 2

Reporting Period123118

Pending 0 ZCertification

Pending Pre Review 4 2

Search Employee Effort Formscn

Pending 0 4Post Review

Account• Employee Pending Certification 0 3giTHi

3. Select Change Assignments for Individuals

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rjjJOHNS HOPKINSCardwell, Laura


HelpEffort Forms Management Reports [~P|

Assignments

• To assign Sub D(A Pre Reviewer, or Post Reviewer for the entire Department or a Sub Department, click on:

Change Assignments for

• To change assignment for individual(s), click on

Change Assignments for Individuals

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4. Select the department(s) and click on Proceed

5. Select the appropriate sub departments(s) and click on Proceed


HIJOHNS HOPKINSV U N I V E R S I T Y Cardwell, Laura


Effort Forms Management Reports (T} Help

Change Assignments for IndividualsSelect Department(s)

Check All Clear All

Displaying 2 of 2 records

aSelection Department Department Name

00000000 Default Department

ERS TEST10001000

Proceed

\

Johns Hopkins University Home Profile Logoutfej JOHNS HOPKINSV U N I V E R S I T Y Cardwell, Laura

Departmental CoordinatorManagement Reports (T) HelpEffort Forms f

Change Assignments for IndividualsSelect Sub Department

Check All Clear All

Displaying 1of 1 (Words

aSelection Sub Department Sub Department Name

00000000 ERS BSPH IH

jgjjgjggj

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6. Select the Individual whose assignments that need to be changed and click on Proceed


'rrfi JOHNS HOPKINSCardwell, Laura


lelp -Effort Forms Management Reports |~T~|

Change Individual Assignments,Please select the employees you wish to update and click Proceed to continue the individual assignment

Check All Clear AllDismaying 4 of 4 records

3Employee Name Title Code Pre Reviewer Certifier Post Reviewer Status33!!

[AH] *Harrison, Sally 00000000 U020 Cardwell, Laura Cardwell, Laura Cardwell. Laura Faculty

Rosenbluth, Donald 00000000 U010 Cardwell. Laura Cardwell. Laura Cardwell. Laura Faculty

00000000 U003Smith, Thomas Cardwell. Laur; Cardwell, Laura Zhou, Yimin

00000000 U010 Mobry. Samyel Cardwell, Laura Zhou, Yimin FacultyStemke, Meg

Back

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7. Select the assignment you would like to change (Pre Reviewer, Post Reviewer or Certifier (for non-faculty) and click on Proceed

\


y JOHNS HOPKINSCardwell, Laura


Effort Forms Management Reports fTJ Help

Change Individual AssignmentsYou have selected to change the assignment setting for the following employees

If this is correct, select the option and click Proceed If this is not correct, please click Back to select other employees.

Employee Name Sub Department Pre Reviewer Certifier Post Reviewer Alternate Sub Dept

Harrison, SallyRosenbluth, Donald

00000000 Cardwell, Laura Cardwell, Laura Cardwell, Laura00000000 Cardwell, Laura Cardwell, LauraCardwell, Laura

You have following rights to change the assignment settings for the above individuals. Please select an appropriate option to continue:

O Change Pre ReviewerAll the selected employees above are faculty and their certifier can not be changed.

<§) Change Post Reviewer.

O Assign to a different Sub Department.Move back to original Sub Department

Proceed


8. Select the individual who should be assigned the role. If the individual isn’t listed or would like to assign the role to another department,

select the option Assign somebody not in your domain

9. Click on Proceed


^JOHNS HOPKINSCardwell, Laura


Effort Forms Management Reports f~T~) Help

Change Individual AssignmentsYou have selected the option - Change Post Reviewer for the selected employees.To change Post Reviewer, you may ciroose one from the following options:• Assign somebody not in vour domain . or• Assign somebody from the following list:


Employee Name Sub Department

Harrison, Sally

Rosenbluth, Donald

00000000O00000000o00000000Smith, Thomas

Stemke. Meg 00000000O


10. If the individual assigned to the role is correct, click on Apply

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Help |J||Effort Forms Management Reports f~T~|

Change lnd\vidual AssignmentsYou have selected Smith,Thomas to be the Post Reviewer for following employees:

Employee Name Sub Department

Harrison, SallyRosenbluth. Donald

0000000000000000

Role Adjustment f®r Smith, Thomas

Current Role for Smith. Thomas is:Role for Smith. Thomas after assignment will be

No Role in ERSPost Reviewer

To select another employee, click Back


11. The system will reflect the new role change. Three options will be given, Continue “continue work on the same individuals”, Return

“work on another group of individuals” or Exit to return to the ERS home page.




Help (Q)Management Reports [~T~]

Change lndivt6Ujal AssignmentsSmith, Thomas has been successfully assigned as Post Reviewer for the following employees.

Employee Name Pre Reviewer Certifier Alternate Sub DeptSub Department Post Reviewer

Harrison, SallyRosenbluth, Donald

00000000 Cardwell, Laura

Cardwell, Laura

Cardwell, Laura Smith, ThomasSmith, Thomas00000000 Cardwell, Laura

To continue to work on the same individual(s) listed above in the Employee Name column with additional assignment options, click on ContinueTo work on another individual in the previously selected Sub Departments, please click on ReturnTo exit to the assignments main page, click on Exit

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A Department have access to change assignments for Department or Sub Departments

1. Click on Management

2. Click on Assignments

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Help -Reports f~i~]Effort Foi Management

^ (£E) Assignments

A NotificationsEffort Form Status My Status / To DoCZ)

i^|Print FormsCurrent Prior(s)

0% Complete Total 0 out of 4 forms Complete4 pending Pre Review0 pending Certification0 pending Post Review

15 from Prior Periods

Pending Critical 0 0Pre Review

Pending Non-Critical 3 2

Reporting Period123118

- Pending 0 1Certification

Pending Pre Review 4 2

Search Employee Effort Formsczi

Pending 0 4Post Review

Account• Employee Pending Certification 0 3

3. Select Change Assignments for Department or Sub Departments




Management Reports (~i~| Help i^j^iEffort Forms #

Assignments

• To assign Sub DC, Pre Reviewer, or Post Reviewer for the entire Department or a Sub Department, click on:

• To change assignments for individual(s), click on:

Change Assignments for Individuals


4. Select the sub department(s) and click on Proceed


'r-fi JOHNS HOPKINSCardwell, Laura


Effort Forms Management Reports f~P| Help

Change Sub Department AssignmentsYou are in charge of the following sub department(s). Please select from the following list and click Proceed to continue with the Assignments process.


Sub Department Assignments Sub DC Rights

Select SubDepartment Sub DC Pre Reviewer Post Reviewer ; Allow No Pre Review ; Edit Pre Reviewer * Edit Certifier Edit Post Reviewer $A A A A

Stemke, Meg Mobry, Samuel Stemke, Meg N Y Y Y00000000

Proceed

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5. Select the Sub Department Assignment to change

\


JOHNS HOPKINSCardwell, Laura


Effort Forms Management Reports f~T~) Help

Change Sub Department AssignmentsYou have selected sub department 00000000 - ERS BSPH IH

If this is correct, select the option and click Proceed If this is not correct, please click Back to select another sub department.

Current Settings For Sub Department 00000000 - ERS BSPH IH


Sub Department Sub DC Pre Reviewer Post Reviewer Allow No Pre Review Edit Pre Reviewer Edit Certifier Edit Post Reviewer

00000000 Stemke, Meg Mobry, Samuel Stemke, Meg N Y Y Y

You have following options to adjust current Sub Department Assignments. Please select an appropriate option to continue

\ O Change SubDC / Update SubDC Rights For 00000000.

^ • Change Sub Department Pre Reviewer For 00000000.

O Change Sub Department Post Reviewer For 00000000

Proceed


6. Select the individual who should be assigned the role. If the individual isn’t listed or would like to assign the role to another department,

select the option Assign somebody not in your domain

7. Click on Proceed


rrjj JOHNS HOPKINSCardwell, Laura


Effort Forms Management Reports fTJ Help (^̂ i

Change Sub Department AssignmentsYou have selected the option - Change Sul# Dept Pre Reviewer for Sub Department: 00000000

To change Sub Department Pre Reviewer, you may choose one from the following options:• Assign No Pre Reviewer (Certifiers ca^ertify the forms without Pre Reviewer reviewing the forms), or• Assign somebody not in vour domain Wr• Assign somebody from the following list:


3Employee Name Sub Department

Harrison, Sally

Rosenbluth, Donald

00000000O00000000o

Smith, Thomas

Stemke, Meg

00000000

00000000o

BackIProceed


8. If the individual assigned to the role is correct, click on Apply

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Wjj JOHNS HOPKINSCardwell, Laura


Help lQ) -Effort Forms Management Reports [~P|

Change Sub Department AssignmentsSummary For SUB Department 00000000

Sub Department:Sub Dept Pre Reviewer:Current Role for Smith, Thomas is:Role for Smith. Thomas after assignment will be:

00000000 - ERS BSPH IHSmith, ThomasPost ReviewerPre | Post Reviewer

If the above information is correct, please click Apply to apply the change and proceed. To select anothenemployee, click BackWarning: Applying the assignment changes for the entire Sub Dept will overwrite the existing individual alignments.

Back


9. Click on Apply to complete the assignment change



Departmental CoordinatorEffort Forms Management Reports (~P| Help

Change Sub Department AssignmentsAssignment Confirmation \Smith, Thomas has been assigned to Pre Review for Sub Department 000000

Please click on Apply button to complete this assignment

ERS provided by MAXIMUS Inc.

10. The system will reflect the new role change. Three options will be given, Continue “continue work on the same individuals”, Return

“work on another group of individuals” or Exit to return to the ERS home page




Management Reports (~i~| HelpEffort Forms ^Change Sub Department Assignments

Smith, Thomas has been successfully assigned akPre Reviewer for Sub Department 00000000

Current Settings For Sub Department 00000000 - ERS BSPH IH


Sub Department Sub DC Pre Reviewer Post Reviewer Allow No Pre Review Edit Pre Reviewer Edit Certifier Edit Post Reviewer

00000000 Stemke, Meg Smith, Thomas Stemke, Meg N Y Y Y

To continue to work on other assignment options for the same Sub Department, please click on ProceedTo work on assignments for another Sub Department, please click on ReturnTo exit assignment, click on Exit

Return a

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ers assignment process - apps.finance.jhu.edu · 7. select the assignment you would like to change...

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