How does ConnectionPoint work?
- general questions
- travel and expense requests
- pre- and post-award administrative support
- tri-agency institutional approval
- human resources general inquiries
- purchasing and payments including:
- vendor sourcing
- vendor contract review and development
- request for quotations
- purchase order requisitions
- purchase order receiving
- invoice payment
- human resources services including assistance with:
- off boarding
- data processing services such as:
- journal vouchers
- electronic job submissions (EJS)
- payroll activities
ConnectionPoint will provide support based on your needs and requirements. This may include answering questions and providing guidance, or could include completing a transaction on your behalf (e.g., travel expense claim).
This is the model that administrative services at the university are moving towards for financial services, human resources services and research services beginning in 2016. Many of the provided transactional services will be required to be accessed through ConnectionPoint as they will no longer be offered through the traditional central office.
For the foreseeable future, Concur will remain available to staff via PAWS to complete your own claims. However, ConnectionPoint staff are available to provide assistance with the completion of the claim or complete the claim on your behalf.
Yes, ConnectionPoint staff as part of their processes look into factors including fund balances and eligibility of expenditures.
Faculty and staff can reach out directly for services, or, if colleges/departments prefer, administrative staff can access services on behalf of colleagues.
ConnectionPoint staff will answer questions, provide requested support or connect faculty and staff with the right unit/individual to provide the information and support required.
Documentation is stored in a case management system, and faculty and staff have access to see their requests and associated correspondence in PAWS, including the status of their request. The goal of this system is to create a higher level of transparency into the process for the customer, as well as a higher level of accountability and nimbleness to respond from ConnectionPoint staff. This system tracks all correspondence between ConnectionPoint and the faculty/staff member and can be accessed at any time.
ConnectionPoint staff are able to determine who someone’s supervisor is through PeopleSoft, which is the system that also feeds this information into Concur.
ConnectionPoint will do the validating, following institutional policies and procedures. ConnectionPoint staff, as part of their processes, look into factors including fund balances and appropriate use of accounts codes. ConnectionPoint staff will work in co-ordination with the fund manager and/or finance staff in the college, school, unit or department, where required.
ConnectionPoint staff will work in co-ordination with the individual/department making the request to fix the error.
Approval processes in Concur do not change for travel requests or expense reports. The fund manager does not need to review the request prior to submission to ConnectionPoint as they will be prompted for approval by Concur. If ConnectionPoint staff need to contact fund managers, they will do so by email or phone.
ConnectionPoint staff, as part of their processes, look into factors including eligibility, which may include a review of university policies and information pertaining to a particular award in UnivRS. There are also research support specialists located in ConnectionPoint to provide guidance on eligibility.