Business Process Maps
Finance
Receivables
- Accounts Receivable
- Create and Maintain Customer Data (AR.01)
- Create and Process Bills (AR.02)
- Receive and Process Payments (AR.03)
- Adjust a Transaction Application (AR.04)
- Manage Bad Debt (AR.06)
- Process Accounting Close (AR.07)
- Update a Customer's AR Balances (AR.08)
- Fix and Incorrect Deposit (AR.09)
Expenses
- Request Cash Advance (EX.02)
- Manage Credit Card Data (EX.03)
- Enter Expense Report (EX.04)
- Manage Expense Report Approvals (EX.05)
- Reimbursements (EX.06)
Project Portfolio Management
- Create Gift Project (GE.01)
- Update Gift Project Details (GE.02)
- Close Gift Project (GE.03)
- Create Capital Project (CP.01)
- Update Capital Project Details (CP.02)
- Close Capital Project (CP.03)
- Create Cores Project (CR.01)
- Update Cores Project Details (CR.02)
- Manage Cores Contract (CR.03)
- Bill a Cores Customer (CR.04)
- Issue Cores Refund (CR.05)
- Close Cores Project (CR.06)
- Create Faculty Fund Projects (FF.01)
- Update Faculty Fund Project Details (FF.02)
- Close Faculty Fund Project (FF.03)
- Process an HCM Cost Transfe (PPM.02)
- Process a Non-HCM Cost Transfer (PPM.03)
- Perform PPM Accounting Close (PPM.04)
- Manage Expenditure Types (PPM.08)
- Unprocessed Transactions (PPM.09)
Procurement
- Manage Supplier Registration (PO.01)
- Create Supplier Negotiation (PO.03)
- Create Contract Purchase Agreement (PO.04)
- Create Procurement Contract (PO.05)
- Create Requisition (PO.06)
- Modify Requisition (PO.07)
- Manage Requisition Approvals (PO.08)
- Create Purchase Order (PO.09)
- Manage Change Orders (PO.10)
- Receive Goods/Services (PO.14)
- Rolling Encumbrances (PO.16)
Payables
- Create and Maintain Suppliers (AP.01)
- Merge Supplier Data (AP.02)
- Process Payment Request (AP.03)
- Process PO Invoices (AP.04)
- Import Scanned Images (AP.05)
- Process Invoice Interfaces (AP.06)
- Process Credit Memo (AP.07)
- Validate Invoice for Payment (AP.09)
- Prepare and Record Payments (AP.10)
- Process Pre-Payments (AP.11)
- Create Receipt Accruals (AP.12)
- Payables Period Close (AP.13)
- Process 1099s (AP.14)
Internal Billing
Grants Management
- Grants Management
- Process New Funding (GM.01)
- Issue Subcontract (GM.02)
- Process Subcontract Invoice (GM.03)
- Manage Indirect Cost Adjustments (GM.06)
- Invoice an Award (GM.08)
- Receive a Sponsored Payment (GM.09)
- Update Award Details (GM.10)
- Generate Sponsored Awards Financial Reports (GM.11)
- Close an Award (GM.12)
- Manage Unspent Grant Funds (GM.14)
- Manage a Cost Share Expenditure (GM.16)
- Create and Maintain a VA IPA (GM.17)
- Manage Aging AR (GM.19)
General Ledger
- Manage Setup Data (GL.01)
- Process Journals (GL.02)
- Process GL Accounting Close (GL.03)
- Set Up and Maintain Allocations (GL.04)
- Manage Failed Journals (GL.07)
Cash Management
- Execute Bank Reconciliation (CM.01)
- Process a Non-AR Deposit (CM.02)
- Process a Non-AP Payment (CM.05)
- Load Bank Statements (CM.07)
Assets
- Acquire Asset (AM.01)
- Maintain Asset Information (AM.02)
- Retire Asset (AM.04)
- Reinstate Asset (AM.05)
- Process Assets Accounting Close (AM.06)
Human Capital Management (HCM)
Time and Labor
- Time and Labor Setup (TL.01)
- Develop and Assign Profiles (TL.02)
- Time Card Entry and Approval (TL.03)
Taleo
- Initiating and Posting a Hire Requisition (TA.01)
- Evaluating the Applicant Pool and Pre-Screening an Applicant (TA.02)
- Interviewing and Selecting a Candidate (TA.03)
- Communicating with Candidates and Producing an Offer Letter (TA.04)
- Disposition of Applicants and Closing the Job Requisition (TA. 05)
- Recruiting and Hiring for Vanderbilt Temporary Services (VTS) (TA.06)
Payroll
- Beginning Year Processes (PY.01)
- Employee Payroll Setup (PY.02)
- Earnings and Deductions (PY.03)
- Pre-Payroll Processes (PY.04)
- Process Payroll (PY.05)
- Calculate and Distribute Payroll Payments (PY.06)
- Cost and Accounting Distribution (PY.07)
- Manage Regulatory, Tax Reporting and Employee Taxes (PY.08)
- Request and Process Off-Cycle Pay (PY.09)
- Check Corrections and/or Manual Checks (PY.10)
- International Employment (Faculty-Student-Employee)- IC16 (PY.11)
- FICA Status for Student Employees (PY.12)
- Administering Garnishments (PY.13)
- Administering Work Study Funding (PY.14)
- Managing Calendar Year End Processing (PY.17)
- Process Final Pay (PY-20)
- Entering and Modifying Payroll Costing Entries (PY.21)
- Set Up Maymester and Summer Pay (PY.23)
- Calculating and Allocating Fringe Benefit Costs (PY.26)
Core HR
- Maintain Work Units and Financial Units (HR.01)
- Maintain Workforce Structures: Update Position (HR.02)
- Maintain Workforce Structures: Job Update (HR.022)
- Add New Employee (HR.03)
- Add Person with No Employment Relationship (HR.04)
- Rehire Employee (HR.05)
- Set Up Pay for 9-Month Faculty Paid over 12 Monthes- 9 over 12 (HR.07)
- Update Personal Information (HR.08)
- Update Assignment Attributes (HR.09)
- Transfer or Promote Employee (HR.11)
- Process a Mass Assignment Update or Mass Transfer (HR.12)
- End Assignment or Employee Relationship (HR.13)
- Report to Federal Compliance Programs (HR.14)
- Process Workers' Compensation (HR.16)
- Maintain Vanderbilt Temporary Services (VTS) Assignments (HR.17)
- Add Additional Assignment (HR.18)
Benefits
- Elect Benefits (BN.01)
- Process Direct Benefits Billing Enrollments (BN.02)
- Manage Faculty Early Retirement Deferred Compensation (FERDC) Benefits (BN.06)
- Process Union Pensions and Retirement (BN.07)
- Manage One Time Premium Adjustments (BN.08)
- Prepare for Open Enrollment (BN.11)
- Offer Open Enrollment (BN.12)
- Process COBRA (BN.13)
- Manage ACA Compliance (BN.14)
- 403b Highly Compensated Audit (BN.15)
- Short-Term Disability (BN.17)
- 457 Enrollment and Maintain Eligibility (BN.18)
- Long-Term Disability (BN.19)
Absence
- Define Absence Plan (AB.01)
- Enroll Employees in Absence Management (AB.02)
- Develop PTO Accruals (AB.03)
- Absence Takes (AB.04)
- Request Military Leave (AB.07)
- Reporting on Leave and Absence (AB.09)
- Request FMLA, TMLA, and Military Caregiver Leave (AB.10)
- Request Parental Leave (AB.11)
- Return to Work from FMLA, TMLA, and Military Caregiver Leave (AB.12)
Student Integrations
- Issue Financial Aid and Refunds (SI.01)
- Reimburse a Student for Incurred Expenses (SI.02)
- Issue a Stipend (SI.03)