Departmental Aid and SAFM Toolkit

Responsibilities and TrainingResponsibilities and Training:

Find the row(s) that match the employee’s job duties. Request the corresponding Responsibility(s) in ESHARP and enroll in Training Learning Paths and/or classes.

Responsibility Job Duty Description Training
UV SF Viewer Departments Allows users to view student account information.

Note that this responsibility is automatically included in FA User Dept responsibility requests.
Required Learning Path:

SF Viewer Departments-SIS

Instructions for Completing a Learning Path
UV FA Department Reporting and
UV SF Departmental Reporting
Users who need access to department financial aid and student finance reporting data.

Note that these responsibilities are automatically included in SAFM User/Admin and Dept User responsibility requests.
Required Learning Path:

FA Department Reporting/SF Departmental Reporting-SIS

Instructions for Completing a Learning Path
UV FA User Dept* Users who enter awards in the SIS awarding pages at the school or departmental level.

Note that your ESHARP request for this responsibility automatically includes the viewer and both reporting responsibilities. There is no need to request them separately or to take other than the FA User Dept learning path.
Required Learning Path:

FA User Dept-SIS

Instructions for Completing a Learning Path
UV FA SAFM User Users who work with the Student Aid Funding Module at the school or departmental level.

Note that your ESHARP request for this responsibility automatically includes both reporting responsibilities. There is no need to request them separately or to take other than the FA SAFM User learning path.

Required Learning Path:

FA SAFM User-SIS

Instructions for Completing a Learning Path
UV FA SAFM Admin Users who have additional permission to mark fund sources as processed after they have been entered in the SIS awarding pages.

Note that your ESHARP request for this responsibility automatically includes both reporting responsibilities. There is no need to request them separately or to take other than the FA SAFM Admin learning path.
Required Learning Path:

FA SAFM Admin-SIS

Instructions for Completing a Learning Path
UV FA SAFM Viewer Provides access to the users who need to view the departmental award data (award page and target setup). Required Learning Path:

FA SAFM Viewer-SIS

Instructions for Completing a Learning Path
UV FA SAFM SFS Viewer Provides access to central administrative users who need to view the departmental award data (award page and target setup). Required Learning Path:

FA SAFM SFS Viewer-SIS

Instructions for Completing a Learning Path

*Has conflicting responsibilities.

If you do not see the responsibility listed check the SIS Specialized and/or Central Responsibilities.

WorkshopsWorkshops

Current SIS Departmental Aid users should take advantage of the Department Aid User Group meetings held weekly. Review the Departmental Awarding Resources page for more information.

Training ResourcesTraining Resources

SIS Getting Started Guide

Departmental Aid Reference Guide
Departmental Aid Awarding Quick Guide
Departmental Aid Reporting Quick Guide

SAFM Student Guide

SAFM Reporting Reference Guide

Use these links to view important policies:

Graduate Assistantships Policy
Health Insurance Subsidy for Qualified Graduate Students

Other useful Discoverer reporting documents:
SIS Discoverer toolkit

ContactsContacts

HelpNeed Help?

General help:
Phone: (434) 924-HELP (4357), menu option 2
Email: 4help@virginia.edu

Training help: For assistance with enrollment please contact the HR Service Center at (434) 982-0123. For questions regarding training contact: systeam@virginia.edu