PAN is the post-authorization notification system designed by UCOP as part of the part of the base Personnel/Payroll system. PAN is used to send notification(s) to the reviewers of PPS transactions (from the preparers) that an update has occurred and to send additional notifications to other interested parties. In order to use PAN, the user must have the following:
To begin using PAN, enter the URL https://www.finance.ucla.edu/payroll/web-applications/pan-for-personnel-payroll-transactions in your web browser or click on the link. Note: Clicking on the link will open a new browser window.
The PAN home page will be displayed (shown below). The user has the option to sign in with a valid Login ID and Password for AIS OASIS, Bruin Online (UCLA only) or QDB. In each case, the user must enter the appropriate Login ID and Password.
Once the user has successfully logged in, the PAN Main Menu will be displayed. The following PAN options will be displayed on the Main Menu as hyperlinks which the user can select by clicking on the hyperlink:
E4.1 The PAN Inbox
Reviewers should log into their PAN inbox at least once a day to review transactions. To access the PAN inbox, the reviewer would click on the Inbox link on the PAN Main Menu. The PAN inbox would then be displayed as shown below.
The PAN inbox may be sorted by any one of the column headings by clicking on the column name. The top or header of the PAN inbox screen contains information about the user, the time the user accessed the inbox, links to the main menu and logout. The body of the PAN inbox contains the following columns:
E4.2 Notification Selection
The notification selection screen allows the user to access the entire PAN Audit log and select notifications to review based on criteria entered by the user. It is recommended that reviewers periodically check the PAN Audit Log, using the Notification Selection screen, entering the criteria under which you would normally receive a PAN, to see if there are any transactions that bypassed your review. Once the selection criteria has been entered, the user would click on the "Submit" button. A list of notifications that match the criteria will be displayed similar to the list in the PAN inbox.
E4.3 Audit Review
The audit review function provides a view of the PAN Audit Log by individual reviewer. It will indicate the date that a reviewer has opened a PAN and can be used to monitor reviewer performance. Once the selection criteria has been entered, a list will be generated which will be similar to the list in the PAN inbox. One important difference is that the same notification could be listed more than once if there is more than one reviewer of the transaction. Mandatory reviewers should be reviewing the transaction within 2 business days. Note that there are two additional columns in the Audit Review view:
E4.4 The PAN
The PAN is made up of several sections. A sample EDB Notification for a New Hire is shown below since it will typically contain the most sections.
The header section of the PAN contains information about the user, the date and time of access and links to the screens accessed in order to view the notification. Since this notification was accessed from the Notification Selection screen, a "Return to Selection Results" link displays in addition to the Main Menu and Logout Links. The header also contain information related to the employee record being viewed and the preparer of the transaction as well as a link to a printer-friendly version of the PAN. The last line or row of the header section contains links to the subsequent sections of the notification. If a user clicks on one of the "go to" links, the user would view immediately that section of the notification (if that section was not already in view).
The comments section of the PAN includes comments from the Preparer as well as comments from others who have reviewed the transaction and/or others who have added comments to the transaction. The comments from the Preparer include the date of the transaction and the comment. Comments added by others are identified with a series of five asterisks, the name of the person who added them, the date that the comments were added to the record and the comments themselves.
Notification - Main Body
In an EDB Notification, the main body of the PAN is made up of two parts:
EDB Notifications use the following formatting to identify changes:
In a PTR or Time Reporting Notification, the main body of the PAN Notification is made up of a single section - Pay Transactions.
EDB Notification - General Information
The General Information section for a new hire PAN is displayed below.
EDB Notification - Appointments and Distributions
The Appointments and Distributions section for a new hire PAN is displayed below. In addition to the general formatting described above for EDB Notifications, the appointments and distributions section of the PAN will display a plus (+) sign in red on the left side of the screen for appointment and distribution information that was added to the EDB.
Time Reporting - Pay Transactions
The Pay Transactions section of an EDLR Time Reporting PAN is displayed below.
List of Reviewers
The list of Reviewers/Receivers section of the PAN contains information about the reviewer(s), a field to add comments to the PAN and a field for forwarding the notification. It is important to keep in mind that any comments added to the PAN become part of the permanent record as well as any additional recipients added to the PAN. Notifications forwarded from the PAN screen are forwarded in email. Recipients must have a valid UCLA, UCOP or UC Merced address.
To add comments:
Note: If you wish to forward the notice to someone after adding comments, make sure you have saved the comments prior to forwarding the PAN.
To forward the PAN:
For more information on PAN please refer to the following web pages: