How to complete an 'Add Person' request form in SIMSbudgets.

ORIS-SIMS: SIMSbudgets: How to complete Add Person request form

1. Enter the name or userid of the person in the Category I line item 
   
   
2. If the Person does not appear in the Person Lookup, click on the Request Addition button
   
   
3. The Person Request form will display 
4. 
5. Validate PSU Access Account ID by selecting "red" lookup icon
   
6. When PSU Access Account ID is validated, the lookup icon will appear "green" 
   
7. If the user has a SIMS profile, the profile information will import into the form
   
8. If you are changing the Department Affiliation, the affiliation must be validated
   
9. Once all required fields are completed the Submit button is enabled.
10. You will receive a message at the bottom of the form and an email confirming the request will be sent from simslists@psu.edu.
    
11. You will receive an email confirmation (sample below) once the requested change is completed.

If person userid is not found in Penn State Directory, you may request an Access Account ID for a new hire who has not yet arrived at:  http://www.identity.psu.edu/services/authentication-services/access-account

Confirmation Email Appearance

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