MANUALS | University of the Philippines Information Technology Development Center

SAIS MANUALS

NAVIGATING SAIS

➤ SAIS SSO - Single Active Session
➤ SAIS Single Sign On (SSO): Logging in to SAIS
➤ SAIS Guide on How to Go Back to Classic Mode
➤ SAIS Guide on Personalizing the Homepage
➤ SAIS User Interface Navigation

SAIS PROCESSES

➤ SAIS SET Report Generation
➤ SAIS SET Student Grade View Blocking

SAIS TECHNICAL SUPPORT

➤ SAIS Guide on Resolving the Multiple Login Issue
➤ SAIS Guide on Resolving Website Errors
➤ How to File a SAIS Request at the UP System ICT Support

HRIS QUICK GUIDE: UP EMPLOYEE SELF SERVICE

UPDATING OF PERSONAL INFORMATION

➤ Add and Update Training Data
➤ Add or Update Awards
➤ Add or Update Civil Service Eligibility
➤ Add or Update Contact Additional Information
➤ Add or Update Educational Background
➤ Add or Update Other Special Information
➤ Add or Update Voluntary Work or Involvement
➤ Add or Update Work Experience
➤ Quick Guide for Supervisor Self Service View Employee Information
➤ Quick Guide for My Information
➤ Quick Guide for Request for Certificates and Service Record
➤ Personal Data Sheet
➤ Update Personal Information and Updating of Personal Information
➤ View Payslip ICS Self Service
➤ View Payslip SAGA Self Service

PUBLICATION, RESEARCH, CREATIVE WORK, AND OTHER SCHOLARLY WORK

➤ View Employee Legislative Information

HR FEEDBACK

➤ Print Masterlist
➤ Print Notification of Approval (ATF)
➤ Print Notification of Approval (ATH)
➤ Submit ATF
➤ Submit ATH
➤ Submit HR Feedback
➤ Summary of Approved ATF
➤ Summary of Approved ATH

REQUEST FOR CERTIFICATES

➤ Certificate of Assumption of Duty
➤ Generate Asset Accountability
➤ Oath of Office

REQUEST FOR TRAVEL

➤ Print Approved Local Travel
➤ Submit International Travel
➤ Submit Local Travel

LIMITED PRACTICE OF PROFESSION

➤ Print Approved LPP
➤ Submit LPP

CERTIFICATE OF SERVICE

➤ Print Approved COS
➤ Submit COS

PUBLIC SERVICE

➤ Print Approved Public Service
➤ Submit Public Service

SALN

➤ SALN Report Print

UP FORMS

➤ Certificate of Assumption of Duty
➤ Oath of Office

AUTHORITY TO HIRE

➤ Submit ATH
➤ Submit ATH ICS
➤ Print Notification of Approval (ATH)
➤ Summary of Approved ATH

AUTHORITY TO FILL

➤ Submit ATF
➤ Print Notification of Approval (ATF)
➤ Summary of Approved ATF

HRIS QUICK GUIDE: PAYROLL MODULE

HRIS QUICK GUIDE: PAYROLL MODULE

➤ Adding and Updating Tax Information
➤ Adding Element Entry
➤ Creation of Assignment Set
➤ Creation of Payroll Element
➤ General Payroll
➤ Payroll Run
➤ Running a Payslip
➤ Uploading Number of Days
➤ Viewing Payslip in UIS

HRIS QUICK GUIDE: LEAVE MANAGEMENT MODULE

LEAVE MANAGEMENT MODULE

➤ Creation of Leave Application
➤ Creation of Leave thru Java Application
➤ Update of Leave Application
➤ View Leave Balance
➤ Print Leave Application Form
➤ Print UP Approved Leave Form
➤ Generation of Reports
➤ Uploading of Leave Types through Java Application

HRIS QUICK GUIDE: PERFORMANCE MODULE

PERFORMANCE MODULE

➤ Approval of Target Setting IPCR
➤ Approval of Target Setting OPCR
➤ Cascading and Target Seting of OPCR (Employee)
➤ Cascading and Target Setting of OPCR (Supervisor)
➤ Creation and Cascading of APCR
➤ Creation and Printing of IPCMJ
➤ Creation and Printing of OPCMJ
➤ Creation and Printing of SDP
➤ Creation of PMP
➤ Inclusion of Employee to OPCR Plan
➤ Republish of PMP
➤ Target Setting of IPCR

HRIS QUICK GUIDE: IPCR GUIDES FOR EMPLOYEE

IPCR GUIDES FOR EMPLOYEE

➤ HRIS Quick Guide - Target Setting
➤ HRIS Quick Guide - View Targets
➤ HRIS Quick Guide - Printing IPCR
➤ HRIS Quick Guide - Appraisal Submission
➤ HRIS Quick Guide - Ratings Approval

HRIS QUICK GUIDE: IPCR GUIDES FOR SUPERVISOR

IPCR GUIDES FOR SUPERVISOR

➤ HRIS Quick Guide - Targets Approval
➤ HRIS Quick Guide - Appraisal Rating
➤ HRIS Quick Guide - Updating Appraisal
➤ HRIS Quick Guide - Sending Back Appraisal
➤ HRIS Quick Guide - Changing Main Appraiser

HRIS: UP RESEARCH INFORMATION MODULE

UP RESEARCH INFORMATION MODULE

➤ UP Research Information Module
➤ UP Research Information Module Reports
➤ UP Research Information Module Administrator Responsibility

FMIS MANUALS

GENERAL LEDGER MODULE

➤ Opening and Closing of Periods using the GL Module
➤ Opening and Closing of Periods using the AP Module
➤ Opening and Closing of Periods using the AR Module
➤ Manual GL Entries
➤ Posting and Create Accounting
➤ Generation of Trial Balances
➤ Generation of UP Check Disbursements Journal
➤ Generation of Journal Entry Voucher (GL)
➤ Generation of Journal Entry Voucher (Payables)
➤ Generation of UP Journal Entry Voucher of Check Disbursement
➤ Generation of UP Statement of Disbursement and Outstanding Obligations
➤ Generation of UP Statement of Disbursement and Outstanding Obligations (SRA)
➤ Uploading Manual Journal Entries via Journal Wizard
➤ Generation of UP Audited Financial Report
➤ Generation of UP DOST Form H

GENERAL LEDGER MODULE - Budget Management

➤ Define Budget
➤ Define Budget Organization
➤ Enter Budget
➤ Transfer Budget (Single Account)
➤ Budget Combination
➤ Uploading Budget Journal Entries via Journal Wizard
➤ Earmarking Funds and Searching for Earmarks
➤ Entering Obligations
➤ Searching for Obligations
➤ Adjusting Obligations
➤ Generation of Journal and Analysis of Obligations (JAO)
➤ Generation of Status of Funds for Trust Fund Report
➤ Generation of Aging of Due and Demandable Obligation Report
➤ Transfer Budget via Journal Entry Wizard
➤ Account Inquiry Using Summary Accounts
➤ Generation of UP Registry of Allotments, Obligations and Disbursements
➤ UP Obligation Request and Status
➤ UP Budget Utilization Request and Status
➤ Uploading Budget Obligations via Journal Wizard

DISBURSEMENTS (Accounts Payable and General Ledger Module)

➤ Disbursement Process Flow
➤ DV Preparation
➤ DV Preparation with Purchase Order Number
➤ DV Printing
➤ Payables Pre-audit Responsibility
➤ DV Payables Accountant User Guide
➤ Payables Approver Responsibility – Approval
➤ DV Cancellation
➤ Creating Vacation Rules
➤ Report of Checks Issued
➤ Report of Disbursements
➤ Searching for Disbursement Vouchers
➤ RDA Payment
➤ Generate Transfer Order
➤ Void Payment
➤ Generate Disbursement Voucher (Fully Approved)
➤ UP Report of Checks Issued - Extended
➤ UP Report of DV and OBR

SUPPLIER MANAGEMENT

➤ Supplier Management

LIQUIDATIONS

➤ Creating an Expense Report
➤ Setting up Access Authorization
➤ Generation of Liquidation Report
➤ Pre-audit Expense Report
➤ Export Expense Report
➤ Application of Prepayment
➤ Withdrawing and Resubmitting an Expense Report

CASH MANAGEMENT MODULE

➤ Bank Reconciliation
➤ Create Banks
➤ Create Bank Branches
➤ Create Bank Account
➤ Creation of Payment Document

ACCOUNT RECEIVABLES MODULE

➤ Running of Remittances
➤ Checking and Updating of Receipt Distributions
➤ Creation of Customers
➤ Creation of Transactions
➤ Creation of Standard Receipt
➤ Printing of Official Receipts
➤ Creation of Miscellaneous Receipt
➤ Report of Collections and Deposits
➤ JAVA and Mozilla Firefox Configuration for FMIS
➤ Generation of UP Registry of Customers
➤ Generation of UPD College of Law - LRF Remittances from Courts
➤ Generation of Utilities Billing Statement
➤ Generation of Guest House Billing Statement
➤ Print Receipt Button
➤ Generation of UP Summary of Deposit
➤ Generation of UP Order of Payment
➤ Generation of UP Receipt Register
➤ Generation of UP Receipt Register for Cash Collecting Officer
➤ Generation of UP Report of Collections and Deposits
➤ Generation of UP Report of Collections and Deposits (Summary)
➤ Generation of UP Billing Statement
➤ Generate UP Remittance Batch Number

MULTI-CURRENCY

➤ Modify Daily Rates
➤ Enter Daily Rates
➤ Prepare DV for a Foreign Currency Transaction
➤ Create Accounting with Receipts in Foreign Currency
➤ Create Transactions in Foreign Currency
➤ Change Conversion Rates
➤ Create Journal Entries with Foreign Currency
➤ Create Accounting with DVs in Foreign Currency
➤ Create Miscellaneous Receipt for a Foreign Currency Transaction
➤ Create Standard Receipt for a Foreign Currency Transaction

ASSETS

➤ Entering PPE Asset through Quick Addition
➤ Entering SE Asset through Quick Addition
➤ Entering PPE Asset through Addition
➤ Entering SE Asset through Addition
➤ Tagging of Assets for Retirement
➤ Asset Retirement
➤ Run Depreciation
➤ Searching an Asset
➤ Reassigning an Asset
➤ Transferring an Asset
➤ Generate an Inventory Custodian Slip
➤ Generate an Inventory and Inspection Report of Unserviceable Property
➤ Generate a Property Acknowledgment Report
➤ Generate a Pre-Inspection Report
➤ Generate a Waste Materials Report
➤ Generation of UP Property Accountability Report
➤ Generation of UP Property Accountability Report for Property Managers

SPCMIS MANUALS

PROJECT PROCUREMENT MANAGEMENT PLAN (PPMP)

➤ Iprocurement Preference Set-up
➤ Creation of Common Use Items PPMP
➤ Printing of Common Use Items PPMP
➤ Creation of Non Common Use Items PPMP
➤ Printing of Non Common Use Items PPMP
➤ Creation of Supplemental PPMP Common Use Items
➤ Printing of Supplemental PPMP Common Use Items
➤ Creation of Supplemental PPMP Non Common Use Items
➤ Printing of Supplemental PPMP Non Common Use Items
➤ Amendment of PPMP (with previous approval)
➤ Link Purchase Request to PPMP
➤ Generation of UP PPMP Details
➤ Requesting for Information
➤ Responding to a Request for Information

ANNUAL PROCUREMENT PLAN (APP)

➤ Generation of Annual Procurement Plan (Common Use Items)
➤ Generation of Annual Procurement Plan (Non Common Use Items)
➤ Generation of UP Annual Procurement Plan for Infrastructures
➤ Generation of UP Annual Procurement Plan for Services
➤ Generation of UP Annual Procurement Plan for Goods

PURCHASE REQUEST (PR)

➤ Creation of PR for Common Use Items
➤ Creation of PR for Non Common Use Items
➤ Generation of PR
➤ Generation of UP Approved PR Details

REQUEST FOR QUOTATION (RFQ)

➤ Create RFQ
➤ Generation of UP Request for Quotation
➤ Generation of UP Invitation to Bid
➤ Adding Multiple PRs in an RFQ
➤ Entering Quotation
➤ Generation of Abstract of Quotation
➤ Generation of UP Notice of Award
➤ Generation of UP Notice to Proceed
➤ Generation of UP BAC Resolution Direct Contracting
➤ Generation of UP BAC Resolution (SSA)
➤ Generation of UP BAC Resolution Public Bidding (GOODS)
➤ Generation of UP BAC Resolution Public Bidding (INFRA)
➤ Generation of UP BAC Resolution Small Value Procurement
➤ Generation of UP RFQ Status Report

PURCHASE ORDER (PO)

➤ Creation of Purchase Order (Web based)
➤ Generation Purchase Order
➤ Create Buyer for PO
➤ Cancellation of Purchase Order Line Item

RECEIVING ITEMS AND INVENTORY

➤ Initial Receiving of Items
➤ Final Receiving (Common Use Items)
➤ Final Receiving (Non Common Use Items)
➤ Generate IAR
➤ Generate ARE/PAR

TRANSFER TO SUBINVENTORY

➤ Subinventory Transfer (Mass Entry)
➤ Subinventory Transfer (Single Entry)

AGENCY PURCHASE REQUEST (APR)

➤ Creation of APR for Common Use Items (PS-DBM)
➤ Generate Agency Purchase Request(APR)

REQUISITION AND ISSUANCE SLIP (RIS)

➤ Creation of RIS
➤ Generation of RIS (Common Use)
➤ Billing of RIS
➤ Transact RIS
➤ Generation of UP RIS for Pickup Report

REPORTS

➤ Generation of SPCMIS Reports for Purchasing Managers

COMPLETE PROCUREMENT PROCESS FLOWCHART

➤ Complete Procurement Process Flowchart

FMIS & SPCMIS GUIDES

Payables Module Month-End Closing Process

➤ View/Download

Receivables Module Month-End Closing Process

➤ View/Download

Assets Module Month-End Closing Process

➤ View/Download

Purchasing Module Month-End Closing Process

➤ View/Download

USING APPROVALS FOR UIS MOBILE APPLICATION

Using Approvals for UIS Mobile Application

➤ View/Download

UIS GUIDES

Applicable for HRIS, FMIS, and SPCMIS

Granting Responsibility and Worklist Access to an Authorized Staff

➤ View/Download

Simplifying the UIS Homepage: Add Icons for Favorites

➤ View/Download

WORK MACHINE SETUP FOR UIS

Installation and Configuration of JAVA

➤ View / Download Manual for Windows
➤ View / Download Manual for Mac

Launching JAVA Web Start (JWS) in UIS

➤ View / Download Manual for UIS Java Web Start (JWS) - Launching Java in UIS

Clearing of Browser Cache for Google Chrome and Safari

➤ View / Download Manual

Logging in UIS/SAIS Through Single Sign-On

➤ View / Download Manual

UP SYSTEM ICT SUPPORT

➤ How to File a Request at the UP System ICT Support

UP Information Technology Development Center ©
Office of the Vice President for Development
2/F Vidal A. Tan Hall, Quirino Ave. corner Velasquez St.,
University of the Philippines

Client/Customer Satisfaction Survey
https://bit.ly/OVPDClientSurvey

National Privacy Commission Certificate of Registration (University of the Philippines)