Obtaining Access - OPTRS

Access to the On-Line Payroll Time Reporting System (OPTRS) is granted for the performance of assigned job duties only.

What you should know:

OPTRS training is a requirement for obtaining Entry/Update access in the OPTRS production region.

Access Instructions:

	What to do	How to do it
1	Get User ID	OPTRS uses the same UserID as PPS. Those requesting access to OPTRS, who do not already have a PPS UserID, must submit a completed PPS/OPTRS Access/Change Application.
2	Enroll in classes	Two four-hour training classes, PPS Payroll Policy & Introduction and On-Line Payroll Time Reporting System (OPTRS), are offered to assist you in preparing for this responsibility. You must have completed the Introduction class, and be enrolled in the OPTRS class to be granted access to OPTRS.
3	Establish eligibility	To establish eligibility to access OPTRS, the department must submit the OPTRS Departmental Organization Structure form indicating the division of the following roles and responsibilities for payroll transaction processing. Primary Preparer: Responsible for entering employee data into the Personnel/Payroll System in a manner consistent with University policy. Primary Preparers may NOT be Reviewers. Mandatory Reviewer: Verifies correctness and appropriateness of data entered into the Payroll/Personnel System within two business days of receipt (depending on distribution level). This review also helps to ensure against the possibility of entries that could result in fraudulent payments or loss of University funds. Mandatory Reviewer will be required to review PANs in web-based system. Maximum of one Mandatory Reviewer per category per department. Mandatory Reviewers may NOT be Preparers. Backup Preparer: Steps in as needed to complete the duties of the Primary Preparer; may also serve as Backup Reviewer. Backup Reviewer: Steps in as needed to complete the duties of the Mandatory Reviewer; may also serve as Backup Preparer. Backup Reviewer will be required to review PANs via email. Maximum of two Backup Reviewers per category per department.
4	Await approval	Upon receipt of your OPTRS Departmental Organization Structure and PPS/OPTRS Access/Change Application, your enrollment in the required class will be reviewed and you will be notified via e-mail when access is approved.