Genie User Manual - Education
Contents
1. HOW TO USE GENIE User Manual Yukon Education Labour Market Programs and Services Version January 2014 Table of Contents 1 RT VS eS ete crag E EE E A EEA PEE EEEE aging es nea E gad ois iv de va age EE E EN 3 2 Howdolappiy ta use GENE qeeeeeenn teaete te treo een ne eer me ne on ee Cee eee oe 3 3 FIO WOT Oe MO GENE Farce decane aa bocca senasciecetes E EE 3 What if forget my password sicdesawocvesatactencenanesadeneicnnnnowasareaianceseianncl seumiceonuuncesaueeuseehnnesunedeans 4 4 Getting to know my User Home Page sssssssssssesssreresrrerssrrresrresssreressrerssrereserersseeresereessrereserersseeno 4 5 HOW do change my password esssssssesssreesssreresrrrssrreresrrressrereserressreresrrressrersseeresereesseereserereseerest 5 6 Getting to know my Organization HOME page cccccssseccccsseccccensccccesececeueceeseeceeeeusceeseuseceeseaeses 6 7 How do update My Organization Information Details sessssseeeesssssrrrrrrrrrrrrrreeessssssrrrrrrrrrrrreeeees 7 8 How do update my Organization Contacts users ccccccccccccssssscceeccsseeeeeeccecesseseuueesseeeeesseueaeensess 8 UGE i OTS S aee E E E ccaniunee idanentbetelraioiatumosodennesteusan 9 How do add amp de activate user contacts s esssseeresssseresssserrsssserrrssssreresssrrressssreressseereessene 10 9 Howdolappiy TOF TUMGING lisrssuian RS 12 10 Getting to know my Agreement home page ssccccssseccccessccecesececeusecceeeece2. Financial Report covering Sep 01 20712 to Mov 20 2012 is due Enhanced Service I Workload Repost EAS EDU My Organization 3 Aston Required 100887 LMPS ADDRESS LINE 1 SOLOMO Dec 15 2012 WHITEHORSE Recent k Activity Report covering Sep 01 2012 to Now 30 2012 i due Agrmnts Cases SCP EDU My Organization Inia 101832 Recent Persons y E LMPS APE E iE 1 Application was verified and is mow being assessed EJHUGGAR Jun 13 2013 E Select Atl Displaying notifications 1 3 of 3 F Get ADOBE READER _Delete amp Click on the Action Required hyperlink Genie will invite you to download a PDF form Similar to the agreement application Genie will generate a customized financial or activity report for your project agreement Both the activity and financial reports are also customized to your organization Basic information such as organization name and address are automatically included in all Genie reports Page 19 LaMP 5 Self Serve Form Download LaMPSS Sef Serve Form Download LaM FSS Self Serve Forms are interactive PDF forms that allow you to complete and submit rms electronically Click the link below to File Download Do you want to open or save this file POF Name EAS AgrmntFinRepForm_100967 pdf e Type Adobe Acrobat Document 1 24MB ee ane ae From lampss training ext ynet gov yk ca Click Save to save the PDF form to your computer Next open the form and complete
3. are addressing labour market needs in offering to click on a link to download the form suitable training to Yukoners CTF supports training in three different Note D di h b ways community based economic sector based and project based ote Vepenaing on Now your browser Region based training funds are designed to put decisions about S configured you may see a message at training in the hands ofthe communities themselves and are managed thet f ki t by regional committees e top of your screen asking you to allow the download If that happens click as instructed and the form will download You must have Adobe version 9 3 or higher to use Genie self serve forms Program Information LaMPSS Self Serve Form Download File Download 2s LaMPSS Self Serve Fom Download Do you want to open or save this file LalMiPSS Self Serve Forms are interactive POF forms that allow you ae to complete and submit forms electronically Click the link below to POF Name CTFC_OrgProgramAppForm pdf Type Adobe Acrobat Document 989KB download the form From lampss training ext ynet gov yk ca After clicking the link above you will be prompted to save OF open ee a Click Save to save the PDF form to your computer C Open Next open the form and complete it electronically and Click the Submit button at the bottom of the form to send your completed form to the Nova Scotia gowernment While files from the Internet
4. as long as they are Genie users LastName FirstName Phone 3 Email Title Mobile Pimary Self Serve Userld Dufresne Julie DUFRESNEJ julie dufres ne gov yk ca President _ 101026 Smith John 867 123 4567 FOO N EC Create User Id julie dufresne gov yk ca co Preseident Page 11 9 How dol apply for funding From the left side navigation menu click on the Organization Home link The left side navigation menu will change accordingly and you will now notice a new section called Apply for Funding Click on Programs and Services Government Home User Home Page gt Organization Home You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 Self Serve User Vendor ID COMYORG My Organization a Organization Home Organization Details Organization Contacts Org Published Services Status Program Agreement Manager My Account 101851 Mar 02 2014 Apr 30 2015 Assessment CTFP EDU LMPS Dufresne Julie Change Account Password Displaying records 1 of 1 Show History Recent SAIT 1301 16 AVE NW G109 Notifications p Type Agqrmnt Program Assigned To Created By Due Date _ my ADOBE READER My Organization Info 101851 CUERE NW G109 JNDUFRES Oct 16 2013 A CALGARY Application was verified and is now being assessed L Select All
5. it electronically and C sae e Clickthe Submit button at the bottom of the form to send a your completed fom to the Nova Scotia govemment While fles from the Internet can be useful some files can potentially harm your computer Ifyou do nottrustthe source do not open or save this file What s the risk It is recommended that you save this form on your computer Completion of this application may require input from multiple people and having a copy on your local computer allows you to work on completing the information without being connected to Genie When you re done you simply enter your login information the same login information you use to access Genie and use the Submit Report button to send the completed report to Yukon Education Similar to the application process Genie will do some basic validations to ensure the expected fields contain the necessary data Submit Report Enter your LaMPSS Self Service mformation below and check the Submit Report button to submit thas achvity report Organization ID Usemame Password 12 Who do I contact for help For more information on Genie please contact an Officer at Yukon Education Advanced Education Branch at 867 667 5131 or toll free 1 800 661 0408 local 5131 Page 20
6. of this form to submit this application Organization Information My Organization 1234 rue des organisations CALGARY Alberta T2MOL4 CANADA Project Details Department Area Program EDU LMPS ommunity Training Fund CTF Projects i title Please enter the date range you are seeking funding for related to this project Click in the date boxes below to access the calendar selection tool start date a end date a k Past Agreements Yes this application is a renewal of a past agreement Previous agreement number or project name As a best practice we suggest you gather all the information required to complete your agreement application before you start entering the details The guidelines will help you determine what information you should be gathering When you have completed your application enter your login information on the last page of the PDF form and click Submit Application You do not need to log back into Genie to submit the application When you enter your login information and click the Submit Application button the form is automatically submitted to Genie When you submit an e form Genie will do some Genie will automatically fill in the fields for your Organization Information and Program name Your application form is customized to you and the program to which you are applying The areas highlighted in red are fields in which you need to provide information that is spe
7. typographical errors Current Password Ch ange Account ejor Password Confirm New Password Recent ET Agrmnts Cases Page 5 Click the Save button and wait for the message to confirm that your password has been saved Note that passwords will expire every 6 months The system will not send notifications of password expirations If your password expires please click the Forget your Password button to have a new password generated for you 6 Getting to know my Organization Home page Using the left side navigation menu click on Organization Home under My y rg A Organization The left side navigation menu will change accordingly and you will Organization Home i e Grganization Home gt now notice a new extended menu The self serve Organization Home page provides an up to date overview of your organization s agreements This page is one of the entry points for accessing information about those agreements The ac ena self serve Organization Home page has three sections Change Account Password Organization Header Displays the organization name and other key information related to your organization This header is display only and appears on a variety of Agrmnts Cases screens Recent Active Agreements shows a list of your organization s agreements Only active agreements are listed when you initially log into the page Click on Show History in the bottom right of this section to see p
8. Displaying notifications 1 of 1 Delete Programs that Yukon Education manages via Genie will be displayed Click on the name of one of the programs listed for more information and a Self Serve Program Popup appears Government Home Person Management Agrmnt Case Management Help User Home Page gt Organization Home gt Self Serve Programs You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 My Organization Self Serve User Organization Home Organization Details Organization Contacts Case Info Preferences Department Area EDU Labour Market Programs and Services My Account mmunity Traini n Pr Change Account Password EMpIOYMEN Assistance DEIVICE Please note that the list of programs above is an example Page 12 From the Self Serve Program Popup you can e navigate to programs public websites for more information or to access program guidelines e click Apply Now to access the electronic application form _ When you click on Apply Now Genie Self Serve Program Popup will generate an electronic application form for this program Genie will automatically fill in basic information Department Area EDU Labour Market Programs and Services such as the organization s name and Program Community Training Fund CTF Regions contact information The Community Training Fund program provide support to Another popup WI ndow will instruct you organizations who
9. My Organization Self Serve User Organization Home Organization Details Organization Contacts Org Published Services Type Address CALGARY AB Vendor ID CDMYORG T2M OL4 CANADA UserID SMITHJ E 101028 My Account LastName Smith FirstName John Change Account pa E Parowa Email julie dufresne gov yk ca Language Preference English Last Login Date Password Expiry Date Agrmnts Cases i Profile Name i Profile Details F Self Serve Inquiry Self Serve View Only View Agreement Info View Organization Info Self Serve Update Self Serve Full Update Submit Agreement Applications and Reports Update Organization Info Self Serve User Self Serve Partial Update Submit Agreement Applications and Reports View Organization Info Save canca LAMPSS TRAINING NT Privilege Set1Ds 100210 YukonAppBuild_20130314 2 There is no limit to the number of User IDs you may create however only one user can be identified as the primary contact If you identify a new user as the primary contact the previous primary contact will be replaced The user profile is still valid but is no longer the primary contact The Organization Contacts screen is also where you can de activate user IDs If an individual leaves your organization you should de activate his her user ID Do not forget that individuals may access information in Genie e g information about your organization and related agreements
10. The Organization Name is retrieved from the Yukon Government financial system The Vendor ID is attributed by the Yukon Government Page 7 Type Address CALGARY AB vendoriD CDMYORG Active Vendor Yes T2M 0L4 CANADA E Corporate Affairs Registry GST Rebate Legal Name My Organization Org Type select Established Date fal Insurance Coverage wuer Rate 100 Line amp City CALGARY Country CANADA Postal Code T2M OL4 Province Termton Alberta Address Type j Care Of Line City Country select sd Postal Code Province Termton select e Phone Type Primary Number J Default Phone Phone Type Number _Save Q _Cancel amp Make sure that the information fields on your business organization are current and accurate You can modify the information yourself and save the page before moving to the next one My Organization 8 How doI update my Organization Contacts users t Organization Home oPot oe aT T tie From the User Home Page on the left side navigation menu click the Organization sisese e Home and then on the Organization Contacts link Information about Genie users within your organization will be presented Apply for Funding A E The Organization Contacts page has two main sections t Programs and Services Organization header displays the organizat
11. can be useful some files can potentially harm your computer If you do nottrustthe source do not open or save this file What s the risk yt When the download is completed you will be prompted to choose from the options Open Save or Cancel We recommend that you choose Save which will allow you to specify both a file name and a location on your PC to save your customized application form One of the benefits of Genie e forms is that you can work off line and develop your application without being logged into Genie In the Before You Begin section you will be directed to a website where you will be invited to download print a copy of the program s guidelines Page 13 kon Education Community Training Fund CTF Labour Market Programs and Services Projects Application Before You Begin Please visit the program s home page at http www_education gov yk ca employers community training funds htmi and download the Program Guidelines document Review the Guidelines document carefully and prepare or gather any supplemental documents required to submit along with the application Complete this form electronically You may save it to your local computer or even transfer it between computers You may continue to edit this form over multiple editing sessions until you are satisfied that the information is complete and all supplemental documents are attached Once complete follow the instructions at the end
12. cific to your project There are situations in which you are required to include additional materials with your application The e form allows you to attach documents to your application A popup window will appear that allows you to locate from your directory the file that you need to attach Simply find the document select it and click on the Open button to return to the form If you ve attached the wrong file you may remove the file using the Remove button Yukon Education Community Training Fund CTF pee CE Supporting Documentation Please review your program quidelines for instructions related to attachments The following documents are mandatory and must be submitted with this application HR Policy Itemized Budget Breakdown Job Description Labour Market Relevance Letter of Support Organization Overview Other Sources of Funding Service Standards Supplementary Information Select the type of document below and click the Attach a Document button to select a file and attach it to this application form Select a document type Attach a Document Attached Documentation Document name Type Submit Application Enter your Genie Self Service information below and click the Submit Application button to submit this application for funding It may take several minutes for the submission to complete Do not close the form during submission Organization ID 101028 User Password Submit Applicati
13. eement Documents and Cheque History for this Agreement Page 16 Logout Government Home User Home Page gt Agreement Homepage 7 You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 My Organization O Self Serve User Organization Home Financial Actions Program CTFP EDU LMPS Status Assessment Oct 16 2013 Agreement Manager Dufresne Julie 10021 Start Date Mar 02 2014 Office Whitehorse EDU LMPS End Date Apr 30 2015 CGormnt Document Agnmnt Name Genie Training Project Next Activity Report Due Date a Next Financial Report Due Date Requested Amount 0 00 Recent 2 Next Payment Issue Date Budget Amount 50 000 00 clei Amount Disbursed To Date OIP Amount Number of Amendments 0 Agrmnt Duration 60 week s 5 day s Agrmat Description P Type Assigned To Created Due Date My Organization y 2 Info G109 CALGARY JNDUFRES Oct 16 2013 Application was verified and is now being assessed Displaying notifications 1 of 7 How do I find out what payments were made under an agreement Through the Cheque History screen you can see the payments that have been processed under a selected agreement You can also search for a specific payment based on certain key fields Through this interface you can confirm if a payment you are expecting has been processed It should also be noted that the Department of Finance consolidates payments If the nightly direct deposit processing or
14. eseusecessueceeseneceeseeas 15 How do I find out what payments were made under an agreement sssseseseserreserrrerrrserrrerees 17 How do access the agreement documents sesssssseesesserssrrerssrrerssreresereresrereserressrreeserereseeressne 18 11 How do submit financial and activity reports cccccccesscccceeseccccesecceeeesececeuecesseeeceessesecessuneses 18 12 Who do TOn ac Or EDE asna E 20 Page 2 1 What is Genie Genie is a web based system that helps the Yukon government to manage labour market program funding agreements with organizations It also helps service providers meet their obligations more efficiently by allowing them to do a variety of functions online such as e Submit funding applications for specific programs e Submit activity and financial reports e Maintain the organization s contact information e Share information securely privately and efficiently e View current and past Genie administered agreements e Online case management for organizations that provide Employment Assistance Services EAS to Yukoners e View payment cheque history e Gain access to ongoing program and IT support System requirements e Internet Explorer for Explorer 9 or newer versions please use the Compatibility Mode e Adobe Reader version 9 3 or higher e Do not use Google Chrome as it is not compatible with Genie TIP Note that the Back button of the internet browser does not work when using Gen
15. ganization Contacts You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 N Self Serve User My Organization Organization Home Organization Details Organization Contacts Org Published Services Address CALGARY AB Vendor ID CDMYORG Active Vendor Yes Apply for Funding k Programs and Services Last Name First Name Phone TAE EROPA ERA TRAA E O Seat ae My Account Email Title Mobile ne Change Account j Denenone Julie m DUFRESNEJ Password i ulie_dufresne gov yk ca President an 101028 Displaying records 1 2 of 2 Smith l John 867 123 4567 v julie dufresne gov yk ca co Preseident Agrmnts Cases Cancel Enter the user information details and save the changes Genie will close the Organization Contacts page and bring you back to the Organization Home page Click again on Organization Contacts from the left side navigation menu You will notice that a new Create User ID link is now created Follow this Page 10 link which will lead you to a new page called Self Serve User Details in order to select the user profile Once you clicked on save Genie will create the user ID and will send an email with the login information to the user Yukon Government Home gt Organization Contacts gt Self Serve User Details UserHomePage gt Organization Home You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206
16. ge where you can view information about your agreement 10 Getting to know my Agreement home page The Agreement Homepage can be accessed in three ways e From the User Home Page by entering an Agreement ID in the Agrmnt Case ID field of the Display an Agreement Case section e From the User Home Page by clicking on a hyperlinked Agrmnt ID in either the My Task Items Due Overdue or the My Notifications Due Overdue items Yukon Government Home Person Management Agrmnt Case Management User Home Page l English French You are logged in as SUGDENL 101008 working as Sugden Luke 10202 Self My Organization Serve User Organization Home Agrmnt Case Welcome to the Genie SP1 UAT Test Site Navigation Select Organization Home from the side menus to gt View active agreements Business Partner y gt Apply for funding Navigation Update organization information Notification Actions My Account Change Account Password No task items returned Agrmnts Cases Org Player rogra Created By Due Date Recent Persons y CTFS EDU Reminder My Organization LMPS JNDUFRES Nov 18 2013 Get 4 Please update your Organization Details screen Thank you js wean ADOBE READER Displaying notifications 1 of 1 Page 15 e From the Organization Homepage by clicking on a hyperlinked Agrmnt ID link a kon Logoul Govemnment Home LiserHome Page Organization Home You are logged
17. ick on the hyperlinked Agrmnt ID number hyperlink indicated in blue The Agreement Homepage appears Page 6 i Daa Details Orgaaeetion Cortada Apply for Funding i Piogams and Senvites Start Dat End Date Status Program ENEE EAEE Sep 01 2012 Mar 31 2014 Active EAS EDU LMPS Dufresne Jule My Account GJ MENER dun 15 2013 Sepis 20a Approved SCPREDU LMPS Huggard Eric Charge Account Password rei MY ORGANIZATION Notifications Agmiisitases 5 Type Agrmnti Program Assigned To Created By Due Date Ease ID y Get 4 EL EAS EDU My Organization mel ADOBE READE 3 Action Reguired Car LMPS ADDRESS LINE 1 MISOLOMO Deo 15 2012 WHITEHORSE Financial Report covering Sep DF 2072 to Now 30 2012 is due Be LMPSI ADDRESS LINE 1 icant E WHITEHORSE Activity Report covering Sep Ot 2012 to Now 30 2012 i is due a ScP EDU My Organization E e Hs LMPS ADDRESS LINE 1 WHITEHORSE EJHUGGAR shen 13 2092 Application was verified and ib now being assessed E seietan Displaying notifications 7 3 of 3 7 How do I update My Organization Information Details From the User Home Page on the left side navigation menu click the Organization Home and then on the Organization Details link Details about your organization will be displayed The Genie LAMPSS Organization number is a unique identifier assigned by the system when an organization is added to the Genie organization registry
18. ie E Government Yukon Government Windows Internet Explorer T led E https qgenie gov yk ca login login aspx ReturnUrl tf qr Favorites Government Yukon Government 2 How do I apply to use Genie If you are not a Genie user at this time please contact the Yukon Education Advanced Education Branch at 867 667 5131 or toll free 1 800 661 0408 local 5131 to obtain more information You will be asked to complete the Genie Organization Registration Form and to return the form and any supporting documentation to Labour Market Programs and Services Once registered in Genie the system will send you an email entitled Genie Self Service Registration with instructions including your login information i e your organization ID user ID and temporary password 3 How dol log into Genie To access your Genie User Home Page log into the Genie application located at the following address https genie gov yk ca TIP Add https genie gov yk ca to your trusted sites in the Internet Option Tools Page 3 Enter the information provided in the email as follows Organization Organisme 123456 User ID Identifiant d utilisateur smithj Password Mot de passe ecccccccce A This is a private network for authorized use Le pr sent r seau est priv il est r serv only and is the property of the Yukon aux usagers autoris s et il appartient au Government Unauthorized or improper use gouvernement du Yukon L
19. in as DUFRESNEJ 101028 working as Dufresne Julie 10206 My Organization Self Serve User Organization Home Organization Details Organization Contacts r Org Published Services Address CALGARY AB Vendor ID CDMYORG Apply for Fu nding t Programs and Services _ Agreement ID Start Date End Date Status Program Agreement Manager My Account 401851 Mar 2 2014 Apr30 2015 Assessment CTFP EDU LMPS Dufresne Julie Change Account Password Displaying records f of f Recent p Type Agrmnt Program Assigned To Created By Due Date Get x Case ID ADOBE READER My Organization eH a mi tvs NWG109 JNDUFRES Oct 16 2013 CALGARY Application was verified and is now being assessed C Select AN Displaying notifications f of 4 TIP Click on the Show History link to see past agreements The Agreement Homepage has three sections Agreement header displays basic agreement information Program Area Essentials displays program related details for the selected agreement such as the agreement s status start and end dates of the agreement the name of the Yukon Education agreement manager the program under which you have an agreement due date for the upcoming reports as well as the requested approved budget amounts and the project agreement description Agreement Notification Items displays notifications that are directly related to the agreement On the left side navigation menu you can access the Agr
20. ion name and other key information related to the organization This header is display only and appears on numerous screens My Account t Change Account Password Recent Agrmnots Cases Page 8 Contacts displays contact information for your organization s registered Genie users including the email address and phone numbers if available User profiles All organizations using Genie require a Self Serve Full Update User This person is the primary contact and is the only person who can add activate and de activate Genie users for their organization Only one primary contact is permitted Before you add a new self serve user you need to consider what kind of access that user will require in order to do their job Genie offers the choice of three self serve user levels of access lied User Profile Level of Access Self Serve Full Update primary Is identified as the primary contact ORGSSUSRPC user Able to update your organization information Able to add de activate self serve users Able to submit applications for funding Able to submit activity and financial reports ORGSSUSR Self Serve Partial Update Able to view your organization information Able to submit applications for funding Able to submit activity and financial reports ORGSSUSRINQ Self Serve View Able to view your organization information Able to view agreement information Your Self Serve Full Update user profile should be assigned to one individual wi
21. on basic validation The system will check that the form is not older than 120 days and will verify that all required fields are populated including the attached mandatory supporting documents Yukon Warning JavaScript Window Submission Received i Your application was submitted successfully Your agreement number is 100564 Education staff will verify that the application is complete and includes all the necessary documentation If Please note while your application has been received it has nok yet been ou have provided all the approved Please refer to the LaMPSs self service web site for information on y p l the status of vour application at Atkps lampss gov ns ca self service information required you will also receive a message indicating that your submission has been received Your Agreement ID will be in the first line of this message It may take Page 14 several minutes for an application to submit especially if large files are attached As soon as Genie receives your application you will see the new application on your Organization Home page New applications will have a status of application As your agreement application moves through Yukon Education s business processes you will receive notifications in situations in which you need to take action such as requests for additional information or documentation If you click on the Agreement ID you will be taken to the Agreement Homepa
22. revious agreements If you click on the agreement ID number hyperlink indicated in blue the Agreement Homepage will appear The Agreement Homepage will provide you with information on specific agreements that your organization has with Advanced Education Organization Notifications Genie presents a list of all notifications sent to your organization Every self serve user in your organization can view these notifications Notifications are indicated as information or action required To scroll through the notifications click the next previous page icons To jump to the first last page of the list click the first last page icons lll l gt The Genie system will send you a notification when the financial and activity reports are due to be sent to the Government of Yukon Notifications are listed in order of priority under the column P Red is high priority 2 Yellow is medium priority Green is low priority Within a priority the notifications are listed by date oldest first A checkbox will appear against those notifications that may be deleted by you If no checkbox appears the Genie system will delete after a system process is completed In the following example if you click on the Action Required type field the hyperlink directs you to the screen that is used to complete the action Once you execute a notification the notification is automatically deleted To access a specific agreement cl
23. th the knowledge and responsibility for managing who can do what in your organization Ideally the person with this profile will also have good computer skills The Self Serve Partial Update user profile should be assigned to those individuals who will be responsible for submitting electronic applications for funding and scheduled financial reports and activity reports These would be the people who interact with the department during the agreement management lifecycle The Self Serve View Only user profile can be used for any person in your organization who needs to be aware of what s going on with your agreements but is not responsible for any of the actions required for those agreements These could include administrators who reconcile money or who need to be aware of certain information but are not responsible for filing reports with Yukon Education Page 9 How do I add amp de activate user contacts Cen rare Homa UserHomePage gt OnganizalionHome gt Omnganization Contacts My Organization z t Organtation Horre t Organwation Details Organization Contacts Org Published Services Primary Saif Sarve Wear id F DUFRESNE HIJOS To set up a new self serve user ID click the Add Another button Note that only users with Self Serve Full Update profile can add contacts and therefore see the Add Another button Government Home User Home Page gt Organization Home gt Or
24. the weekly cheque run contains multiple payments for your organization those payments will be consolidated into a single direct deposit cheque for the sum of the payments The cheque history visible on Genie is specific to Genie payments only Page 17 How do I access the agreement documents Yukon Government Home User Home Page AgreementHomepage Maintain Agreement Documents You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 Financial Actions Self Serve User SAgmmnt iD 101851 reement Tools To i r 3 Program LaMPsSs Case Typ es EDU LMPS Status Assessment Oct 16 2073 t Agrmnt Documents Agreement Manager Dufresne Julie 10021 Start Date Mar 02 2014 Office Whitehorse EDU LMPS End Date Apr 30 2015 Recent Agrmntsicases 6S Cs Topic _ select j E yl 10 UTSTiS YI ACHE Via ase if ETVICE i a Te et s dd iminwyyyy ddimmAyyy DateRange CreatedDate E Foe ER Search Clears Created Module Type Docu t Name Topic View CI me PDF Agrmnt a Agreement ena Jul 09 2013 Application Production tee ee CTFP_OrgProgramAppForm Contract Jul 09 2043 Displaying records 7 of f Through the Agreement Tools you can access any documents attached to your agreement One of the documents you will find on this page is a PDF of your submitted application Also all the Financial and Activity Reports submitted to Advanced Ed
25. ts lt Apply for funding ie gt Update organization information Recent Agrmnts Cases AgrmntcaseD gt Display Ge Get 4 fees ADOBE READER No notifications returned The self serve User Home Page has four main sections Broadcast Messages displays important messages to all Genie users Instructions describes some functions of Genie Display an Agreement Case allows quick access to a specific agreement based on the entered ID My Notifications Due Overdue displays all current and overdue notification items Current notifications refers to the day of login until the end of the next month From the left side navigation menu you can access Organization Home Organization Home is where you can retrieve and change information regarding your organization get information about your active and past agreements and apply for funding to one of the Labour Market Programs that Yukon Education manages through Genie From the left side navigation menu you can also access My Account where you are able to change your password 5 How do I change my password A Itis highly recommended that you change your password the first time you log My Organization into Genie Choose something that is easy for you to remember Use the left Organization Home side navigation menu My Account and click Change Account Password You will be asked to type in your current password and then your new password twice to ensure there are no
26. ucation can be found here Note that any document added to Genie is automatically converted to a PDF Adobe format 11 How do I submit financial and activity reports Starting from your organization home page you can download your customized Financial and Activity Reports Click on the Action Required link and follow the instructions Page 18 Government Home Person Management Agrmnt Case Management User Home Page senan You are logged in as DUFRESNEJ 101029 working as Dufresne Julie 10700 Self Serve User My Organization Organization Home Organization Details Organization Contacts i Ong Enhanced Services i Org Business Partners Org Published Services i Casse Info Preferences Notification Actions Address ADDRESS LINE 2 Vendor ID CDMYORG Agreement ID Start Date End Date Status Program reenvent ager Apply for Funding 100257 Sep 01 2012 Mar 21 2014 Active EAS EDU LMPS Dufresne J ule j A083 Jun 15 2013 Sep 15 2013 Approved SCP EDU LMPS Huggard Eric 1 Programs and Services Displaying records 7 2 of 2 My Account ES Show History i Change Account YTG LMDA DO NOT PAY ADDRESS LINE t Hotiteatons P Type grmnt Program Assigned To Created By Due Date Reports a Case ID i Ferson List Report EAS EDU My Organization vn Peni 100557 i ISOLO 15 2012 tiie Foe o Action Required OOS LMPS ADDRESS LINE 1 AJSOLOMO Dec 15 2012 IEAS Activity WHITEHORSE
27. utilisation of this network is prohibited Users inappropri e ou sans autorisation du understand and accept that any and all use r seau est interdite Les usagers WW Agree to terms of use C toon D Connexion Accepter les modalit s d utilisatiog Do not forget to read the Terms of Use and click the box to confirm that you agree with them TIP It is recommended that you copy your temporary password from the email sent by Genie However note that any empty spaces copied will invalidate your attempt to login In the second example pictured below login will fail Password ZkXxunBmev8sK Password 7kXunBmevSsk What if I forget my password If you do not remember your password or you need to reset it click on the Forgot your Password link on the Genie login page at https genie gov yk ca You will need your Organization ID and User ID in order for Genie to verify your identity A new password will be sent to your email address 4 Getting to know my User Home Page This is your starting place and it is also where you can logout or change the language from English to French Page 4 a k al m ji r na K fats z a i he f m r k k Government English French You are logged in as DUFRESNEJ 101028 working as Dufresne Julie 10206 Self Serve User I Welcome to the Genie SP1 UAT Test Site Select Organization Home from the side menus to o View active agreemen
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