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

• Process and Internal Billing Transaction (IB.01)
• Update Intercompany Organization (IB.02)

 

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)

 

Security and Workflow

• Escalate Transaction (SW.01)
• Request Information (SW.02)
• Enable Vacation Period (SW.03)
• Update Security Access for Org Change (SW.04)
• Update Security Access for Employee (SW.05)