There are TWO types of access available:
Note: You must have KFS access before you get access to the SET document. If you do not have a KFS user account, please complete the steps of getting one before requesting access to the SET.
If you are requesting view only access for the 339 and 340 reports, you must have FIS DS access. If you do not have a DS user account, please complete the steps of getting one before requesting access to the 339 and 340 reports.
Access Request Application
Complete the Payroll Expense Transfer Access Application form. This form should be signed by you and your supervisor and e-mailed to email@example.com. Once the form has been processed by ESS and your training has been confirmed (for SET access, see below), you will be notified that your access has been granted.
TrainingTraining is required for employees who will be initiating the SET document. This training requirement is for anyone who will be using the SET, including any former OPTRS users. Training is optional for staff who only need access to the DS payroll expense reports and who will not be initiating SET documents.
Online training is available in the Learning Management System. Do a search on kualification_08 in the Search field to access and start the required training for the SET document. Do a search on kualification_09 in the Search field to access and start the optional training for the DS payroll expense reports.
Deactivating AccessWhen an employee is leaving your department and will no longer need access to the SET and/or the payroll expense DS reports, please contact us at firstname.lastname@example.org. In your message, please let us know the employee's name, and we will deactivate their access to the SET and/or DS reports as appropriate.
If an employee is leaving your department, but will be using the SET and/or the payroll expense DS reports in their new department, you do not need to deactivate their access. They will be able to continue using their access in their new department. You may want to let the new department know that they already have access to the SET and/or the payroll expense DS reports.