Mass Assign Document: Document Review
Pooled University Affiliate
Help sections available for the Mass Assign process for a pooled university affiliate position:
Start | General | Miscellaneous | University Affiliate | Remarks | Document Review
You can review all assignment information to the pooled university affiliate position before routing the document for approval on the Mass Assign Document: Document Review page. You can access this section by clicking Document Review in the document navigation on the left side of the page.
Document summary information and a link that enables you to change your desk/view appear just below the page header. Click the link to view the corresponding View Position Details page.
The Document Review section is arranged as follows:
In the rectangular area near the top of the screen, a link enables you to access e-mail notifications; below that, any notes relating to the document are displayed.
In the area to the right are two large buttons and a drop-down menu.
- Use the Approve Document button to approve the document and route it forward. HRMS displays the name of the desk to which the document has been sent for additional approval.
- Click the Verify Document button to have HRMS conduct an audit review of the document. HRMS identifies any incomplete/incorrect entries.
- Use the drop-down menu to select one of four actions; a text box will appear with corresponding instructions:
- Send an information copy (FYI)– Designate the people who will receive an information copy of the document, if they have not already received it, by entering a desk and view or up to three mainframe logon IDs. Click the box to send an information copy to someone who has already seen it.
- Approve and route to person (FYA)– The document will be approved with your signature and routed to the desk or person whose mainframe logon ID, EID or desk you provide for approval.
- Put document on hold/release (HLD) – You can either hold the document, at which time no changes or actions can take place, or release it from hold. HRMS alerts you to the document's status when you select either option.
- Delete this document (DEL) – This action deletes the document entirely and removes it from all related inboxes.
CAUTION: Once you delete a document it cannot be recovered. Use this option judiciously.
The routing history panel at the bottom of the section displays document information. The panel displays the following information: when the document was created and by whom, which desk is currently reviewing it, and the department and name of the next reviewer in the routing sequence.
Information is displayed for the incumbent assignments, arranged as follows:
- Assign ID – Identification number of incumbent's assignment.
- Name (EID) – The incumbent's name and EID, which is linked to the corresponding Employee Profile, are displayed.
- If applicable, click the
icon to view the incumbent's concurrent assignments.
- If applicable, click the
- Begin Date – Date the assignment begins.
- End Date – Date the assignment ends.
- Hours Per Week (%) – Weekly work hours assigned to the incumbent followed by the percent time.
Return to the initial Assign Document Help page.