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FastFacts
Feature Presentation
September 10, 2012
To dial in, use this phone number and
participant code…
Phone number: 888-651-5908
Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or
computer speakers
© 2012 The Johns Hopkins University. All rights reserved.
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Today’s Topic
PI Partners – Personnel Reports
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Today’s Presenter
Diana Burke
Senior Accountant, Office of Finance, Financial Quality Control
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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 Diana’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
Diana will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
fastfacts@jhu.edu
You can also send us an instant message!
GoogleTalk – HopkinsFastFacts@gmail.com
AOL Instant Messenger – HopkinsFastFacts
MSN – FastFacts@jhu.edu
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Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
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How To View Full Screen
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PI Partners –
Personnel Reports
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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
We’re presenting five FastFacts sessions on the PI Partners
Reporting tool.
1. Access to PI Partners and Maintenance activities –
September 4, 2012 [Recording is available]
2. Award and Sponsored Program Overview and Sponsored
Program Level Reports – September 6, 2012 [Recording is
available]
3. Personnel Reports – September 10, 2012 [Today’s session!]
4. Personnel Planning Template – September 12, 2012
5. Sponsored Program Budget Planning Template and NonPersonnel Planning Template – September 18, 2012
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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
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PI Partners – Welcome to PI Partners
After logging on to PI Partners, you’ll 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Conclusion
In today’s 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
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Q&A
We’re 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.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
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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: fastfacts@jhu.edu
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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/
Thanks again!