Systems Access and Roles
This portion of the book provides guidance related to systems access and user roles for the financial systems the Office of the University Controller oversees.
In particular, this section is focused on the Kuali Financial System (KFS), Kuali Time System, and the Human Resources Management Payroll System. Review this section for resources and information about the different levels of permissions within the each financial system, the system access requirements, and how to formally request access.
POLICIES
Review the below policies related to systems access and roles:
- FIN-ACC-1: Role of Fiscal Officer, Account Manager, and Account Supervisor
- FIN-ACC-10: Ranking of Fiscal Officer, Account Supervisor, Account Manager, and Delegation of Signature Authority
- FIN-ACC-470: Internal Controls
- FIN-ACC-650: Financial Compliance: Authority and Accountability
- FIN-PAY-001: Payroll Compliance
- FIN-PAY-010: Segregation of Duties for Payroll Processing
STANDARDS
There are no standards related to this portion of the book at this time. Please check back in the future!
CHECKLISTS
Review the below checklist related to systems access and roles:
TRAINING MATERIALS
Review the below training materials related to systems access and roles:
- Kuali Financial System Roles and System Access
- Accessing Kuali Time
- Roles in Payroll Processing
- Accessing the Human Resources Management System
OTHER RELATED MATERIALS
Review the below other materials related to systems access and roles:
- Reference Documents: Kuali Financial System Access Information
- Form: Kuali Financial System AR Document Viewer Access Questionnaire
- Form: Kuali Financial System SB New Org and Initiator Request Form
- Form: Kuali Financial System SB Modify Org and Initiator Request Form
- Reference Documents: Kuali Time System Access Information
- Instructions: Kuali Time Add Approver and Payroll Processor Delegates Guide
- Reference Document: Kuali Time Administrator Roles and Options
- Instructions: Kuali Time Complete User Guide
- Instructions: Kuali Time Department Administrator Guide
- Instructions: Kuali Time Guide for Approvers and Payroll Processors
- Reference Documents: Human Resources Management Payroll System Access Information
- Form: Human Resources Management Payroll System Access Request Form
- Reference Document: Human Resources Management Payroll System Access Request Form Instructions
- Form: Human Resources Management Payroll System Department Assignments
IU Financial SYSTEM REPORTS AND PROCEDURES
Review the below IU financial system reports and procedures related to systems access and roles:
