Step 2: Process an FIS User Document   INTRO  1  2  3  NEXT
	What to do	How to do it
A.	Get Prepared	Make sure that the employee has been entered and is active in the payroll system (PPS). Make sure that the employee has obtained a UCD Login ID. Be aware that it takes 12-24 hours before the Login ID will be available in the system. Be sure the employee has a computer and e-mail access so that he/she will be able to receive the password e-mail and follow the instructions to set up the password. Know the chart, organization code, and Login ID for the user to be created.
B.	Start the FIS User Document	Select the FIS User document from the GL/COA Maintenance documents in Transaction Processing. Enter a tracking number in the Tracking Num field (optional, but this text appears on Decision Support reports). Enter a Description in the header area (this text will appear on Decision Support reports and can be used in a document search).
C.	Enter the New User's Name and User ID Into Your Document	Click on the Search button on your document. In the User ID field, enter the UCD Login ID of the person being added/modified. If you are not sure of the person's Login ID, you can do a search by name. Use wildcards and the most unusual part of the person's name. Click Search to return the matching items. Note: if the User ID field for the individual indicates, "NOUSERID", do not proceed with the document. This individual has not yet obtained their UCD Login ID. Double-click on the appropriate User ID to return it to your FIS User document. If this is a new user, you will get a message asking if you want to add the individual as a new user. Click Yes to return the employee's information to the New User section of the document. If the individual is not a new user, you will need to click on the COPY button located in the middle of the document.
D.	Finish the Document	Enter the appropriate chart in the Chart field. Enter the appropriate organization in the Organization field. If you are not sure what organization to use, double-click on the blank field to get a search screen. Click OK to route the FIS User Maintenance document for approval.
E.	Track Your Document	Your document must receive any required organizational approvals before it will route to A&FS. The document will then be Special Conditions routed to Accounting & Financial Services for final approval. You can check the status of your document at any time by looking it up on the document search screen in Transaction Processing. Check the Routing Log to determine the next approver. A password e-mail will be sent to the new user as soon as the FIS User document is completely approved. The new user will have a 48 hour window in which to setup their new password.

Next - Set Up a DaFIS Password