EOIS SP Connect Service Provider User Guide
Contents
1. Gross Serplus L 7 K Percestage Gross Surplus M L J Step 7 Net Surplus Deficit Analysis Panel This panel is read only and displays the following fields e Gross Surplus as per above panel 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 14 of 17 EOIS SP Connect Service Provider User Guide e Total Other Revenue from value entered in panel e Net Surplus or Deficit the name will be customized base on whether there is a surplus or deficit Net Surplus or Net Deficit is a calculated field Gross Surplus Interest Earned Disposition of Assets Gross Sur plus Si Total Other Revenue 1 30 het Serphes N t 41 Si mk Once the service provider has completed the forecast input they can either Save it to review later or Submit Forecast The submit process will be covered in section 3 8 Only the SPSA user will see the Submit Forecast button Status History panel The Status History panel displays the Date Time Status and the Created by for each time the forecast status is changed E L 1 d e 5 T 1 5 1 b i Dote Status Created DY LATE 13 20 Cpe SYSTEM 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 15 of 17 EOIS SP Connect Service Provider User Guide 3 8 Submit Service Provider Forecast EER2. Date forecast was submitted Days Overdue Number of days past the due date o will only be calculated for records with status of Open 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 5 of 17 EOIS SP Connect Service Provider User Guide o based on the number of business days from the current system date minus the service provider forecast due date e Status Current status of the forecast the system only displays forecasts in Open and Pending Resubmission status The list can be sorted by clicking on the column heading Number of Items 19 of 19 records Ergo yrert Services teat mn e 41588 Empioy ener Service 03 07 2015 Open od Pra P2 Ergo meri Services test gt 2 oo o R Frployeernt Service 03 07 2015 0 Open EES P2 Emg vymert Services test e e 4158A Employment Service EFA pI 03 07 2015 r Open Service Provider Forecast Statuses Open The forecast report has been released to the service provider but has not yet been submitted Submitted The forecast report was submitted Pending Resubmission The forecast report has been returned to the service provider for resubmission The ministry has confirmed the forecast report Step 3 Service Provider Forecast Click on the Site link to open the Service Provider Forecast detail page 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Versi
3. Only a Service Provider Submission Authority can submit a forecast This procedure is followed once the forecast is completed and ready for submission to the Ministry lf a EER has been submitted and the service provider realizes a change Is needed they will need to contact the local office and request that the submission be rejected Once the ETC returns the EER the status will change to Pending Resubmission which will allow it to be updated and resubmitted Once a forecast is in confirmed status it cannot be changed Repeat steps 1 to 5 in section 3 7 to update Service Provider Forecasts Step 1 Net Surplus Deficit Analysis panel Ensure the above panels are completed and click Submit Forecast to submit the forecast to the Ministry Once a forecast is submitted the status will be updated to Submitted v Met Surplus Deficit Amalya Grues Surplus L Total Other Revesue 11 Met Surplus M st 1 3 9 Generate Reports The Monitoring section contains access to the Service Provider Forecast Completion Report This report contains information on the EER completion activity including number in open status late submitted and pending resubmission The Service Provider Forecast Completion Report search values defaulted to current month but can be filtered as required System Steps Step 1 Monitoring 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 16 of 17 EOIS SP
4. Connect Service Provider User Guide Click the Generate Reports link from the Monitoring Shortcuts panel K N n q n n Step 2 Generate Reports From the Payment Report panel enter the following fields e Report Type e Program defaults to blank which will include all programs recommended that user enter a program type e Fiscal Year defaults to current fiscal year Month defaults to current month Click Generate PDF to open and view the report Es 4 The report will be opened as a PDF and users can view the details The report can be saved using the standard PDF save functions 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 17 of 17
5. EMPLOYMENT ONTARIO NFORMATION SYSTEM EOIS EOIS Service Provider Connect Service Provider User Guide Chapter 3 Monitoring Te Version 1 0 2015 EOIS SP Connect Service Provider User Guide Document History Version Date Description June 15 2015 Initial version for June 2015 release 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 2 of 17 EOIS SP Connect Service Provider User Guide TABLE OF CONTENTS Document Elis TORY EE 2 3 Service Provider Monitorindg 2 120 01000 daisy l la geesde 4 3 1 Introduction 888888 88 r y a araya RADARA ARADA Raman 4 3 2 Roles and Responsibilities 552 4 Ser le te d O nn Dun nn nir 4 3 4 Dashboard Service Provider Forecasts Panel 5 3 5 Moniiornng Se O eee antene ka ren ui nil ik ra 7 3 6 List Service Provider Forecasts ee 8 3 7 View and Complete Service Provider Forecasts EER 10 3 8 Submit Service Provider Forecast EER sanane 16 39 Generale RED OI S aa daaa l ao abadan 16 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 3 of 17 EOIS SP Connect Service Provider User Guide 3 Service Provider Monitoring 3 1 ntr
6. PSA the user will have an option to submit the report The page contains a number of panels which must be completed as part of the submission The panels will be explained as separate steps This section of the guide show the process to view compete and update the service provider forecast report i e EER that is in Open or Pending Resubmission status Once the forecast is submitted the page will display as read only The below steps display the screen view for a standard EER which includes both expenditures and forecasts The EERE Expenditure Only Report and EERF Forecast Only Report will display differently 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 10 of 17 EOIS SP Connect Service Provider User Guide System Steps gt Step 1 Dashboard From the Dashboard Service Provider Forecast panel section 3 4 or from the List Service Provider Forecasts section 3 6 select the EER to be viewed The page name contains the site number for example Service Provider Forecast 2222A There are seven distinct panels displayed and the main panels related to the EER financial details will be explained as a separate step e Service Provider Forecast Details Service Provider Expenditures and Forecast Variance Explanation Other Revenue Gross Surplus Deficit Analysis Net Surplus Deficit Analysis Status History Date Timeldd MM yyyy e e kicmm Sy 262015 IPO O
7. Status current status of service provider forecast Due Date date the service provider forecast is due The list can be sorted by clicking on the column headings Click the Site link to open the specific forecast EER urimber of Teme 2 of 2 records Site Proqram Type Mame Service Provider Status Duc Date 41584 Ontare Self Employment ER Ontano Self Sapioyment oda eee Pendng 30 04 2016 Bene t Bereti ER gg Reneon 4158 Ontaru Self Employment ERRE Ontano Self Empic ymert Open 2105 019 ben fa Ber it ERF BAN Service Provider Forecast Statuses Open The forecast report has been released to the service P provider but has not yet been submitted 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 9 of 17 EOIS SP Connect Service Provider User Guide Submitted The forecast report was submitted Sanding eon The forecast report has been returned to the service 9 provider for resubmission The ministry has confirmed the forecast report gt Step 4 List Service Provider Forecast Detail 3 7 View and Complete Service Provider Forecasts EER The Service Provider Administrator SPA can complete the EER but only the Service Provider Submission Authority SPSA can submit reports to the ministry The Service Provider Forecast page provides users with access to the individual site EERs From this page user can complete the report and if the user is an S
8. field rounded to zero decimal places Forecast Allocation 100 Totals row will calculate the Expended Variance and Allocation using the sum of the allocations YTD expenditures and Forecast respectively Update the required fields in the YTD Expenditures and Forecast columns The variance columns will populate 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 12 of 17 EOIS SP Connect Service Provider User Guide d Sen sf Varame V A 0 F D A Only whole numbers can be entered If you enter a period it will not be accepted and the numbers you enter after the period for cents will become part of the entre Example if you enter 1000 00 the value shown will be 100000 Note Do not use the Enter key when completing the fields as the use of this key will prompt the system to think the Cancel button was clicked This only occurs on screens where the Cancel button is present To move between fields use the mouse or tab key Step 4 Variance Explanation Panel This panel is used to explain any YTD Expenditure and Forecast variance based on values entered in the above panel e YTD Variance Explanation When the YTD Expenditure value for one or more budget lines is or 5 of the expected expenditure for the period the field will become mandatory e Forecast Variance Explanation When the Forecast value for one or more budget lines is less tha
9. he Service Provider Forecast panel This is the most efficient way to access the report Each site in the agreement will have a separate 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 4 of 17 EOIS SP Connect Service Provider User Guide report The EER reports can also be access via the Monitoring section List Service Provider Forecasts link Service Provider E mail Notification The system will send an automatic notification e mail to service providers when an EER is released and the due date has passed The email will be sent to the email address es shown in the Service Provider page Corporate Details panel 3 4 Dashboard Service Provider Forecasts Panel The Service Provider Forecast panel of the Dashboard displays a list of EERs that need to be actioned Only EERs associated to the service provider will be displayed System Steps Step 1 Dashboard On the Dashboard go to the Service Provider Forecast panel to view all EERs that are due Certificate of Insurance bepiry List Eee 2 Step 2 Service Provider Forecast panel The Service Provider Forecast panel contains the following information e Site The service delivery site which is hyperlinked to provide quick access to open the specific EER page Program Program name Name Name of report Service Provider Legal name of the service provider Due Date Date forecast is due Date Submitted
10. n 98 or greater than100 this field will become mandatory In the Variance Explanation panel enter the Explanation 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 13 of 17 EOIS SP Connect Service Provider User Guide SS Forecast Variance gq Explanation YTD Variance Explanation ZE 2 Step 5 Other Revenue Panel Other Revenue includes Interest Earned and Disposition of Assets Total is an automatically calculated field The field defaults to blank and must be completed In the Other Revenue panel enter the Interest Earned G and Disposition of Assets both mandatory fields gt Interest Earned 6 25 Disposition of Assets as per section 5 2 cf the agreement H g Totals Step 6 Gross Surplus Deficit Analysis Panel This panel is read only and displays the following fields e Ministry Funding Received for the reporting period e YTD Expenditure based on values entered in above panel e Gross Surplus or Deficit the name will be customized base on whether there is a surplus or deficit e Percentage Gross Surplus or Deficit calculated field Ministry Funding Received YTD Expenditures Percentage Gross Surplus or Percentage Gross Deficit is a calculated field Rounded to zero decimal places Gross Surplus Ministry Funding Received 100 Gross Surpls Debt Analysis x Ministry Fending Received 7 YTD Expenditures
11. oduction Servicer provider reporting is part of agreement monitoring activity and is located in Monitoring section of SP Connect The system further groups the expenditure and forecast reports i e Estimate of Expenditure Report EER under the term forecasts and the system page name for the EER Is called Service Provider Forecast At the beginning of the program cycle the ministry defines the reporting requirements for each program and set up in SP Connect the individual report formats and key dates related to the when the report will be available to service providers and when it is due Once a report has reached its release date it will appear on the service provider user Dashboard lf an EER is required one must be completed for each site within the agreement For agreements with multiple funded sites separate forecasts for each are required to be completed This chapter provides service provider users with an overview of the process and system steps to complete and submit expenditure and forecast reports 3 2 Roles and Responsibilities The following table lists the actions that a service provider user role can perform Functionality Service Provide Service Provide Submission Administrator SPA Authority SPSA Pp List Reports X View Reports Pp 808 Update Reporis KP GP Submit Reports Generate Report 3 3 Monitoring Once the EER release date has occurred the report will display on the service provider users Dashboard in t
12. on 1 0 Page 6 of 17 EOIS SP Connect Service Provider User Guide The system will only display records where the current system date is greater or equal to the forecast EER release date 3 5 Monitoring Section Within the Monitoring section a service provider can access a list of past and current forecasts and generate reports System Steps Step 1 Dashboard Click the Monitoring section This will open the Monitoring Shortcuts page Click List Service Provider Forecasts to view a list of past and current forecasts Click Generate Reports to view the Service Provider Forecast Completion Report Each of these processes will be covered in the following sections s t Service Provider Forecasts Generate Reports 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 7 of 17 EOIS SP Connect Service Provider User Guide 3 6 List Service Provider Forecasts The List Service Provider Forecasts page allows the users to view forecasts for their organization The page list defaults to current fiscal year and month and users can change the filters to refine the list as needed If the results show No Forecast Found change the month field to reflect a month an EER is due System Steps Step 1 Dashboard Click the Monitoring section From the Monitoring Shortcuts page click the List service Provider Forecasts link Step 2 List Service Provider Forecasts The Li
13. or SYSTEM Step 2 Service Provider Forecast Click the Service Provider Forecast Details panel The information displayed includes the following Reporting Period displays the period of the report Service Provider Site ID Due Date when report is due to the ministry 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 11 of 17 EOIS SP Connect Service Provider User Guide Program PO Number Agreement Number Status refer to table in section 3 6 Release Date date the report is released TP Office Local ETD office where agreement is managed e m oe Eren Sa c Su vate a ny vet Service Prowider Forecast Details P1 FER Penot 11470 en 30 06 2001 Dee Qalu LA 2018 Status per Serw e Provale Drzeir zem oe T r Release Date Site HD PO Marmber 247719 TP Othce 2 csesrs Step 3 Service Provider Expenditures and Forecast Panel This panel contains the site allocation expenditure and forecast details and the columns include Budget Lines for specific program Allocation as per the time the report was submitted YTD Expenditures for the reporting period of the EER Expended field is a calculated field rounded to zero decimal places YTD Expenditure Allocation 100 Forecast is the estimated forecast of expenditures until the end of the agreement Variance is a calculated field Allocation Forecast Of Allocation is a calculated
14. st Service Provider Forecasts page has two panels Search Criteria and List Service Provider Forecasts gt Step 3 List Service Provider Forecasts The Search Criteria panel shows a number of filters to assist with refining your search The service provider can only view forecasts associated with their sites Filter the search criteria by selecting one or more of the following Program Fiscal Year defaults to current fiscal Service Provider Legal Name Service Provider ID Type refers to report type o EER Expenditure and Forecast Report o EER E Expenditure Only Report o EER F Forecast Only Report 2015 The Queen s Printer SPC Service Provider User Guide Release 2 1 Version 1 0 Page 8 of 17 EOIS SP Connect Service Provider User Guide e Status see below chart for description of each e Month Due Default to current Month Click Search to begin The system will display all records associated with the filtered search criteria If you want to begin another search click Clear to start over Servae Provider m 4150 Type Status Month Due Aprt gt Step 4 List Service Provider Forecasts The search results will appear in the List Service Provider Forecasts panel The following columns are displayed Site the service delivery site for which the report is related to Program Type reporting type Name name and period of reporting Service Provider Legal name of service provider
Download Pdf Manuals
Related Search