Professional Documents
Culture Documents
(FAMS)
Overview................................................................................................................ 02
Log-In..................................................................................................................... 03
Navigation.............................................................................................................. 04
Select an Account for a Proxy Assignment ........................................................... 05
Account Selection, Option 1 ........................................................................ 06
Account Selection, Option 2 ........................................................................ 07
Account Selection, Option 3 ........................................................................ 08
Select a Employee for a Proxy Assignment ......................................................... 09
Confirm Proxy Assignment .......................................................................... 10
Edit Proxy Access/Security.................................................................................... 12
Confirm Proxy Edit ....................................................................................... 14
Delete Proxy Access/Security ............................................................................... 15
Verify Deletion of Proxy Access/Security..................................................... 16
Confirm Deletion of Proxy Access/Security ................................................. 17
NOTICE: All information in this manual is protected by applicable copyright laws and
is the property of the University of Oklahoma. This information is made available for
the exclusive use of University of Oklahoma employees. Any other individual or
agency wishing to obtain permission to use, reproduce, and/or alter this material
should contact the Office of Human Resources at (405) 325-0776 or email at
ohr@ou.edu.
OU HRMS – Financial Account Management System (FAMS) - page 2 of 18
Overview:
Welcome to the Financial Account Management System (FAMS). After Financial Support
Services establishes an employee as an account sponsor, this application allows the account
sponsor to designate proxy access to financial accounts within the Human Resources
Management System (HRMS) via the Internet. With the implementation of FAMS, account
sponsors will no longer be required to contact Financial Support Services to do the following:
9 PeopleSoft Reports – Proxies who are granted this access will be allowed to run
reports on designated accounts, such as: Payroll Extracts, Position Control, Paid
Leave, Extended Sick Leave, and Fringe Benefit Billing
NOTE: In order to run PeopleSoft reports, the proxy must be assigned to the
“Departmental User” or “Reporting” roles in PeopleSoft.
9 PAF Approval – Proxies with this access will be allowed to approve personnel action
forms (PAFs) on behalf of the account sponsor for the selected accounts.
NOTE: The new On-line Personnel Action Form will be available in the Spring
of 2005.
9 Create Proxies – This functionality allows proxies to assume the same authority level
as the account sponsor. Proxies who are given this role will have the ability to create
other proxies. In addition, individuals with this access may assign security allowing the
newly created proxies to approve personnel action forms, run PeopleSoft reports, and
grant other proxies the access to create additional proxies.
OU HRMS – Financial Account Management System (FAMS) - page 3 of 18
Step Action
2. Type in your OUNetID (4+4). Take the first 4 letters of your last name (lowercase)
+ the last 4 digits of your 9-digit OU ID number = Your OUNetID
3. Type in your LAN password. This is the password you use when signing on to your
computer at work.
4.
Click the Login button.
OU HRMS – Financial Account Management System (FAMS) - page 4 of 18
Navigation
Step Action
1 Use your cursor to click on the menu option for “Account Proxies.”
OU HRMS – Financial Account Management System (FAMS) - page 5 of 18
Overview:
Until a proxy is assigned, only the account sponsor can assign roles in the Financial
Account Management System (FAMS). At the time a proxy is designated, the account
sponsor may provide the proxy with the authority to delegate roles. These roles include
the ability to run PeopleSoft reports, approve Personnel Action Forms (PAFs) and approve
other proxies.
To add a proxy for a new account or update a proxy’s access to an existing account, you
must begin by selecting the appropriate account number(s). There are three ways you can
‘select’ the accounts:
1. Select ‘All’
3. Individual Selection
The following are examples of how these three select options work:
22
OU HRMS – Financial Account Management System (FAMS) - page 6 of 18
Step Action
Step Action
3.
Click the filter button.
4.
The accounts beginning with the criteria specified will appear in the window.
OU HRMS – Financial Account Management System (FAMS) - page 8 of 18
Step Action
1 Use the scroll bar to navigate up and down the listing of accounts.
2. Use your cursor to highlight an individual account. Hold down the control button on
your keyboard to highlight multiple accounts.
OU HRMS – Financial Account Management System (FAMS) - page 9 of 18
Step Action
1 Use account selection option 1, 2, or 3 to select the account(s) to which the proxy will
be given access.
3.
Use your cursor to check the boxes below the appropriate access/security.
4.
Click the “Add Proxy” button.
OU HRMS – Financial Account Management System (FAMS) - page 10 of 18
Step Action
1 A message will appear after the transaction has been successfully saved.
OU HRMS – Financial Account Management System (FAMS) - page 11 of 18
Step Action
3.
Review the results.
OU HRMS – Financial Account Management System (FAMS) - page 12 of 18
Step Action
Step Action
2. Use your cursor to click the button “Update Proxy and Go Back To List.”
OU HRMS – Financial Account Management System (FAMS) - page 14 of 18
Step Action
Step Action
Step Action
Step Action
1 The message “Proxy was deleted” will appear after the transaction has been
successfully saved.
OU HRMS – Financial Account Management System (FAMS) - page 18 of 18
Step Action
3.
Review the results to ensure the proxy no longer appears on the account.