[ Documentation ]

BEN Financials

BEN Assets
BEN Balances - General Ledger
BEN Buys - Purchasing

Penn Marketplace

Penn Marketplace

PennWorks/Payroll/Personnel

PennWorks/Payroll/Personnel
PennWorks
Additional Pay
Salary Increase Program

eTimeSheets QRGs

Other

Operating Gifts & Endowments
Purchasing Card / PaymentNet

Additional resource information:

University of Pennsylvania Financial Policy Manual
University of Pennsylvania Human Resources Policy Manual
University of Pennsylvania Payroll Policies
Guide to Graduate Student Appointments
Guide to Post-Doctoral Appointments

BEN Assets User Guide (PDF) May 31, 2018

Mass Changes QRG (PDF) Nov. 26, 2012

Business at Penn Overview (PDF) Jun 30, 2016
Chart of Accounts: Segments (PDF) Jun 30, 2016

Navigation User Guide (PDF) May 31, 2018
Navigation Quick Reference Guide(QRG) (PDF)

General Ledger Inquiry User Guide (PDF) Jul 7, 2015
Rev/Exp Inquiry QRG (PDF)
View Funds Available QRG (PDF)

General Ledger Reporting User Guide (PDF) Jul. 7, 2015
Journal Inquiry/Reporting QRG (PDF)

Manual Journal Entry User Guide (PDF) May 31, 2018
Manual Journal Entry QRG (PDF)
Grant & Contract Cost Transfer Decision Tree (PDF) Jan 18, 2018
Manual Journal Entry Grant & Contract Cost Transfers for Expense (PDF)

Budget Entry (Secured) User Guide (PDF) May 31, 2018
Budget Entry (Secured) QRG (PDF)

Freeze Grant User Guide (PDF) May 31, 2018
Freeze Grant QRG (PDF)

Navigation User Guide (PDF) May 31, 2018
Navigation Quick Reference Guide(QRG) (PDF)

Requisitioner User Guide (PDF) May 31, 2018
Entering a Req for Equipment (QRG) (PDF) Nov 26, 2012
Entering a Req for AppleOne (Temporary Employment)(PDF) Dec 21, 2016
Supplier Inquiry (QRG) (PDF) Nov 26, 2012

Purchase Order Manager User Guide (PDF) May 31, 2018
Managing Holds QRG (PDF) Nov 6, 2015

Invoice Imaging (Markview) User Guide (PDF) May 31, 2018

Invoice Inquiry User Guide (PDF) May 31, 2018

Penn Marketplace

Getting Started with Penn Marketplace QRG (PDF) Apr 23, 2018
Request New Supplier QRG (PDF) Mar 28, 2018
Submit a Non-PO Payment Request QRG (PDF) Apr 15, 2018
Approve a Non-PO Payment Request QRG (PDF) Mar 28, 2018
SP Payment Request QRG (PDF) Mar 28, 2018

Penn Marketplace Non-PO Payment Request - Knowledge Building (PDF) Mar 28, 2018
Penn Marketplace Non-PO Payment Request - Application Training for Preparers (PDF) Mar 28, 2018
Penn Marketplace Non-PO Payment Request - Application Training for Approvers (PDF) Mar 28, 2018

PennWorks/Payroll/Personnel

PennWorks/Payroll/Personnel User Guides
Section 1 - Overview (PDF) Jan 21, 2014
Section 2 - PennWorks (PDF) Nov 2, 2009
Section 3 - Time Reporting (PDF) Apr 10, 2006
Section 4 - Salary Management & Reallocation (PDF) Apr 10, 2006
Section 5 - eTimeSheets (PDF) Apr 7, 2017

(Also under eTimeSheets below with additional documentation )

Additional Payroll Materials
Onboarding Checklist QRG (PDF) Jan 21, 2014
Termination Checklist QRG (PDF) Jan 21, 2014

Payroll QRG (PDF) May 31, 2018
Logon to UMIS (PDF) Oct 27, 2011

Non-Resident Alien Flowchart (PDF) Sep 21, 2012
Things to Consider Each Payroll Cycle (PDF) Jan 21, 2014

PennWorks

PennWorks Glossary (PDF) May 7, 2010
Setting Up & Maintaining Faculty Records (incl CPUP)(PDF) Oct 12, 2009
CPUP/CHOPPA QRG (PDF) Oct 27, 2012

PennWorks - How To...

Logon and Navigate (PPS) Nov 2, 2009
Find a Person (PPS) Nov 2, 2009
Browse (PPS) Jul 31, 2015
Add a Person (PPS) Jul 31, 2015
Add a Role (PPS) Nov 2, 2009
Update Bio Info (PPS) Jul 31, 2015
Home ORG Transfer (PPS) Jul 31, 2015

Home ORG Transfer QRG (PDF) Sep 3, 2014

Leave of Absence (PPS) Jul 31, 2015
Terminate (PPS) Nov 2, 2009
View Role Details (PPS) Nov 2, 2009
Promotion/Demotion (PPS) Nov 2, 2009
Reappointment (ppsx) Aug 2, 2012
Reclassification (ppsx) Aug 2, 2012
Role ORG Transfer (PPS) Nov 2, 2009
Role Update (PPS) Nov 2, 2009
Salary Increase/Decrease (ppsx) Aug 2, 2012
Add/Update Distributions (PPS) Nov 2, 2009
Add/Update External Distributions (PPS) Nov 2, 2009
Rehire (PPS) Nov 2, 2009

Additional Pay - How To...

Assemble Non-Pre-work or Add'l Pay Request (ppsx) Mar 8, 2017
Prepare Add'l Pay or Transform Pre-work (ppsx) Mar 8, 2017
Create an Individual Request (Non-Pre-work) (ppsx) Mar 8, 2017
Create a Pre-work Request (ppsx) Mar 8, 2017
Create a Group Request (ppsx) Mar 8, 2017
Transform Pre-work into Add'l Pay Request (ppsx) Mar 8, 2017
Verify Completion of Pre-work Request (ppsx) Mar 8, 2017
Retract a Pre-work or Add'l Pay Request (ppsx) Mar 8, 2017
Approve Pre-work or Add'l Pay Request (ppsx) Mar 8, 2017
Find Pre-work or Add'l Pay Request (ppsx) Mar 8, 2017
Copy a Pre-work or Add'l Pay Request (ppsx) Mar 8, 2017
View Pre-work or Add'l Pay Approval History (ppsx) Mar 8, 2017

Salary Increase Program - How To...

Role Export Function (PDF) Apr 2, 2010
Faculty Comp Export Function (PDF) Apr 2, 2010
Role Rapid Entry Function (PDF) Apr 18, 2013
Faculty Comp Rapid Entry Function (PDF) May 7, 2010

Modeling

Modeling Overview (PDF) Apr 11, 2014

Modeling QRG (PDF) Apr 27, 2018

Modeling Copy Hierarchy QRG (PDF) Apr 18, 2013

Create a Pool (PPS) Apr 18, 2011
Review Pool (PPS) Apr 18, 2011
Model Salary (PPS) Apr 18, 2011
Approve Pool (PPS) Apr 18, 2011
Reject Pool (PPS) Apr 18, 2011
Query (PPS) Apr 18, 2011
Role Reassignment (PPS) Apr 18, 2013
Exclude from Modeling (PPS) Apr 18, 2011
Update Pool (PPS) Apr 18, 2011
Delete Pool (PPS) Apr 18, 2011

eTimeSheets

School/Center Administrator QRG (PDF) Jan 25, 2017
ORG Administrator QRG (PDF) Jan 25, 2017
Supervisor QRG (PDF) Jan 25, 2017
Weekly Hourly (Positive) QRG (PDF) Jan 25, 2017
Weekly Salaried (Exception) QRG (PDF) Jan 25, 2017

eTimeSheets User Guide (PDF) Apr 7, 2017
(Also under PennWorks/Payroll/Personnel - Section 5)

eTimeSheets Knowledge Building (PDF) Mar 17, 2017
eTimeSheets Application Training (PDF) Mar 17, 2017

eTimeSheets FAQs (Work in Progress) (PDF) Jun 27, 2016

BEN Deposits User Guide (PDF) Jun 30, 2016

Operating Gifts & Endowments

Operating Gifts, Endowments and Reporting User Guide (PDF) Feb 16, 2018

New Gift Fund/Designation Creation Process QRG (PDF) Feb 10, 2016

Purchasing Card / PaymentNet

Policies and Procedures (PDF) Dec 10, 2015