Salary Expense Transfer Document/DS Payroll Expense Report Access Instructions

Types of Access

Because the Salary Expense Transfer (SET) document allows a user to view employee payroll information, access is restricted to those employees who have a business need to initiate salary expense transfers.

There are TWO types of access available:

Only users who have access to create an SET document or view DS payroll expense reports will see the applicable links on the KFS Main Menu in the Labor Distribution section or in FIS Decision Support (DS).

Access will be granted after the Payroll Expense Transfer Access Application is completed. For SET document access, training is also required. See below.

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 fishelp@ucdavis.edu. 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.

Training

Training 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 Access

When 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 fishelp@ucdavis.edu. 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.

Back to Salary Expense Transfer Document Home


 
This site maintained by UC Davis Accounting & Financial Services
Questions about this site? Contact us at afsweb@ucdavis.edu.

  UC Davis Home
© UC Regents, Davis campus. All rights reserved.