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Slide 1 FastFacts Feature Presentation September 12, 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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Page 1: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1

FastFactsFeature Presentation

September 12, 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.

Page 2: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 2

Today’s Topic

In this Fast Facts session we will introduce you to the Sponsored Program Personnel Planning Template.

We will show you how to navigate through this planning template and make planning adjustments for current personnel listed or add “placeholder” employees as needed.

Page 3: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 3

Today’s Presenter

Diana BurkeSenior Accountant, Office of Finance, Financial Quality Control

Page 4: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 4

Session Segments

PresentationDiana will give you an introduction to the Sponsored Program Personnel Planning tool, one of three planning templates available in PI Partners to add projection information.During Diana’s presentation, your phone will be muted.

Q&AAfter 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.

Page 5: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 5

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: [email protected] can also send us an instant message!

GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]

Page 6: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 6

Survey

SurveyAt 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.

Page 7: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 8

PI Partners

Personnel Planning Template

Page 9: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 9

Overview

The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to:

Access Sponsored Research financial dataEnhance administrative effectivenessImprove compliance

Page 10: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

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 [Recording is available]

4. Personnel Planning Template – September 12, 2012 [Today’s session!]

5. Sponsored Program Budget Planning Template and Non-Personnel Planning Template – September 18, 2012

Page 11: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 11

Agenda

Today we will cover how to navigate to…Sponsored Program Personnel Planning Template

And conduct planning and forecasting for salary and fringe benefit related costs for a sponsored program for the current budget period or the total award.

Page 12: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 12

PI Partners – Personnel Planning

You must open one of the Sponsored Program Level Reports to navigate to the Planning Templates.To navigate to the Personnel Planning template, click the hyperlink titled Personnel Planning.

Page 13: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 13

PI Partners – Personnel PlanningPersonnel Planning will allow users to conduct planning and forecasting on salary and fringe benefit related costs for a Sponsored Program for the current budget period or total award.

Page 14: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 14

PI Partners – Personnel PlanningPersonnel Planning can be performed for the current budget period by dollars, percentage or by remaining award period by dollars.

Page 15: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 15

PI Partners – Personnel PlanningPersonnel Planning can be performed for all employees listed on the template by clicking the Apply Sal Commitment – All button.

Page 16: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 16

PI Partners – Personnel PlanningPersonnel Planning can be performed for only certain individuals as needed by selecting the rows to plan for and clicking the Apply Sal Commitment – Selected button.

Page 17: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 17

PI Partners – Personnel PlanningPersonnel Planning can be used to add a new employee that has not yet been put on the payroll but that you know will be paid on the sponsored program in the future.

Page 18: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 18

PI Partners – Personnel PlanningPersonnel Planning can be used to add a new employee that has not yet been put on the payroll but that you know will be paid on the sponsored program in the future.

Page 19: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 19

PI Partners – Personnel PlanningNew Placeholder Employee has been added based on criteria entered.Click the Close button to return to main Personnel Planning screen.

Page 20: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 20

PI Partners – Personnel PlanningNew Placeholder Employee has been added to the planning tabClick the Save Data button to save the added employee information.

Page 21: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 21

PI Partners – Personnel PlanningThe Change Employee button is a fast way to make changes to multiple months for an individual if the amounts are consistent.Click the Change Employee button to begin the process.

Page 22: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 22

PI Partners – Personnel PlanningThe Change Employee process involves five steps: select the employee, select the date range, enter the new salary amount to plan for and selecting the Change Employee button to complete the process.

Page 23: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 23

PI Partners – Personnel PlanningEmployee salary information has been updated for the months selected.Click the Close button to return to main Planning Screen.

Page 24: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 24

PI Partners – Personnel PlanningEmployee salary information changed has been added to the template.Click the Save Data button to save the added employee information.Click one of the Fringe Benefits Calc buttons to update fringe benefits data.Click the Calculate F&A button to update F&A for all information.Click the Save Data button to save all information entered and calculated.

Page 25: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 25

Conclusion

In today’s session, we covered how to navigate to the Personnel Planning template to:

Apply Salary Commitments to All or Selected employeesAdd a new Placeholder Employee for planning purposesChange salary allocations for an individual for planning purposesCalculate fringe benefits and F&AAnd most of all, save your data so it will be reflected in other PI Partner ReportsJust a reminder that this is strictly a planning template and any actual changes to salary allocations must be made by eForms.

Page 26: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 26

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.

Q&A

Page 27: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 27

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: [email protected]

Page 28: Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 28

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!


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Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation May 3, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

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Slide 1 FastFacts Feature Presentation 12/04/2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation January 21, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation December 17, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation 03/19/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation April 9, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation September 19, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 02/07/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation June 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation October 24, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation December 22, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 12/16/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation June 02, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation November 19, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation August 13, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation November 11, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: