SAIS MANUALS

ADMISSIONS

➤ Application Fee Payment Process

CAMPUS COMMUNITY

➤ Define Assignments

REPORTS

➤ Report Generation

STUDENT FINANCIALS

➤ Batch Tuition Calculation Process
➤ Billing and Generate Invoice Process
➤ Calculate Individual and Batch Application Fee
➤ Closing Process
➤ Collection of Loan Payment
➤ Criteria Configuration
➤ Granting of Loan
➤ Individual Tuition Calculation Process
➤ Non Assessment Fees Configuration
➤ Open Cashier Process
➤ Payment of Assessment Charges
➤ Payment of Non-Assessment Charges
➤ Posting and Reversing Non Assessment Payments
➤ Posting Refunds
➤ Refund Process of Dissolved Classes
➤ Print Invoice Process
➤ Setting Up Course Lab Fees
➤ Socialized Tuition (ST) Individual Processing
➤ Socialized Tuition Batch Processing
➤ Tender Keys
➤ Term Fees
➤ Term Set Up
➤ Third Party Contract Configuration
➤ Valid Cashiers
➤ View Customer or Corporate Accounts
➤ Voiding Receipts Configuration

STUDENT RECORDS

➤ Academic Calendar Set Up
➤ Adding Pre-requisites
➤ Administrative Enrollment
➤ Appointment Set Up
➤ Block Enrollment Merging
➤ Building Input
➤ Completion of INC Process
➤ Course Catalog
➤ Creating Class Block
➤ Creating Student Block
➤ Facility Input
➤ Individual Appointment Assignment

LOA Process

➤ Quick Enroll a Student
➤ Removal of 4.0 (Removal of Class Enrollment)
➤ Removal of 4.0 (Removal of Result Input)
➤ Term Activation Batch Process
➤ Term Activation Individual Process

HRIS MANUALS

EMPLOYEE SELF-SERVICE MODULE

➤ Strategic Performance Management System – Target Setting
➤ Strategic Performance Management System – Appraisal
➤ Update Education and Qualification
➤ Update Limited Practice of Profession
➤ Update Creative Works
➤ Submit Feedback
➤ Request Certificates and Service Record
➤ Online SALN
➤ Update Employee Information
➤ View Employee Legislative Information
➤ Update Voluntary Work
➤ Update Research
➤ Update Publications
➤ Update Other Scholarly Works
➤ Authority to Fill
➤ SALN Submission and Printing

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

DISBURSEMENTS (Accounts Payable and General Ledger Module)

➤ Disbursement Process Flow
➤ DV Preparation
➤ DV Preparation with Purchase Order Number
➤ DV Printing
➤ Payables DV Responsibility
➤ Payables Pre-audit Responsibility
➤ DV Payables Accountant User Guide
➤ Obligation for Trust Funds: General Ledger
➤ Payables Accountant Responsibility – Approval
➤ Creating Vacation Rules
➤ Granting Worklist Access
➤ Report of Checks Issued
➤ Report of Disbursements
➤ Searching for Disbursement Vouchers

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
➤ Creating Check Series

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

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

SPCMIS MANUALS

PROJECT PROCUREMENT MANAGMENT 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
➤ Generation of APP

PURCHASE REQUEST (PR)

➤ Creation of PR for Common Use Items
➤ Creation of PR for Non Common Use Items
➤ Generation of PR

REQUEST FOR QUOTATION (RFQ)

➤ Create RFQ
➤ Generate RFQ
➤ Adding Multiple PRs in an RFQ

PURCHASE ORDER (PO)

➤ Creation of Purchase Order (Web based)
➤ Generation Purchase Order
➤ Creating a Buyer

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

OFFICE 365

The UP System now provides free accounts to students, faculty, and staff for use of Microsoft Office 365.

Microsoft Office 365 offers users services which include online access to Office applications and mobile applications for Android and iOS.

Microsoft Office 365 also includes:

  • access to other productivity services enabled over the internet (cloud services), including:
    • Lync web conferencing
    • Exchange Online hosted email for business
    • Additional online storage with OneDrive and Skype.

365 Features available for UP are:

  • Exchange Online allows the user to work anywhere with hosted email for business
  • Users are also given an in-place archive to keep important data in one place
  • Access to email, calendar, and contacts on all major browsers and across devices
  • Mobile Device Management allows the user management of his/her mobile devices like Windows Phone, Android, iPhone, and tablet
  • Sharepoint Online feature allows users to collaborate with colleagues, as they can access internal sites, documents, and other information from school, at home, or from a mobile device

Other benefits include:

  • Security: Emails and other documents put in the cloud will prevent loss due to unforeseen circumstances, like power outages, floods, fires, etc.
  • Accessibility: No VPN is required. A user can connect from anywhere, and can delete data even remotely.
  • Syncing: Email, calendar, and contacts all work together seamlessly. Example: If the user updates his/her contacts on a mobile phone, it will automatically be updated across the user’s other devices. Users can also access 365 on his/her Android or iPhone, tablet, and PC
  • Storage: A 50 GB mailbox storage is given per account
  • No Microsoft licensing upgrades, since Office 365 already includes all licensing

You may request for an account and credentials by sending an email to [email protected] using your UP Mail (@up.edu.ph). Access credentials will be sent your @up mail. Processing will be done on a weekly basis, with credentials being released every Friday.

HRIS VIDEO TUTORIALS

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SPMS – Set Target
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SPMS – Cascade Target
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SPMS – Transfer Scorecard
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SPMS – Approve and Finish

FMIS VIDEO TUTORIALS

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FMIS – Define Budget
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FMIS – Define Budget Organization
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FMIS – Enter Budget
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FMIS – Transfer Budget Amounts
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FMIS – Define Account Combinations in Budget Journals
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FMIS – File Types and File Naming Conventions
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FMIS – DV Preparation
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FMIS – DV Preparation with Purchase Order Number

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