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SWIFT Update November 9, 2023 

 

Establishing a Grant Award in the SWIFT Grants Module and Project Coding for Federal Grant Transactions

Use the Grants module in SWIFT to manage incoming federal grants. Review and complete the steps provided in the Enter Grant Proposals Quick Reference Guide to create a grant award in SWIFT. Federal funds will be subject to the Single Audit and will require a Catalog of Federal Domestic Assistance (CFDA) number be used to track the funds. If your CFDA number is not available in the dropdown, please email agencyassistance.mmb@state.mn.us to get it added in SWIFT.

All transactions coded to a federal fund will require project funding to be entered in the PC Business Unit, Project ID, Activity ID, and Source Type fields in addition to the standard State of Minnesota ChartFields. This requirement applies to transactions originating in both SWIFT and SEMA4.

Agencies should use REIMB as the Source Type value on all transactions. This value marks the transaction as paid for by the Grantor and drives a transaction's inclusion in Single Audit reporting.

Grants Chart


Strategic Sourcing - File Attachments in SWIFT Events

When sending event invitations in SWIFT, remember to consider the email limitations on file attachment size sent to bidders/suppliers. State agency email accounts cannot process attachment totals over 25 MB. Bidders/suppliers are likely have similar limitations in place and will not receive notifications if they include attachments that are too large. If your event requires large files, consider leaving the “Include in Notifications” box unchecked, and note in the Event Description that the complete solicitation can be downloaded via the Supplier Portal.


MMB is hiring a PeopleSoft Payroll Analyst Senior

Minnesota Management and Budget is hiring a PeopleSoft Payroll Analyst Senior (Financial Specialist 2).

This position supports the Statewide Payroll Services by being a functional expert for the state’s HR/Payroll system (SEMA4), which is an Oracle/PeopleSoft application. This position is the subject matter expert for payroll specific processes, assists with system updates or enhancements, develops and re-designs existing business processes, develops queries to research and analyzes complex processes, and provides on-call payroll functional support for the on-cycle and off-cycle payroll batch processes. This position reports to Erin Gregory. The location is in St. Paul and the Closing Date is 11/16/23.

This position is eligible for a hybrid telework arrangement. Working for the State of Minnesota means a great work-life balance, affordable benefits, and many great opportunities for advancement in 100 State agencies. The Job ID is 70839

Please share with anyone who may be interested in and qualified for this position.



SWIFT and EPM Data Warehouse Training


The SWIFT Training team offers training through a variety of methods. There are SWIFT training guides and training videos, EPM training guides, webinars, labs, eLearning, and individual sessions (by request through the SWIFT Help Desk).

Find current SWIFT training in Learning Management. Enter "SWIFT" in the Find Learning text entry box.

MODULE

WEBINARS/eLEARNING
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted.

DATES

INTRO

Introduction to EPM Data Warehouse/SWIFT webinar

12/5/23

INTRO

Introduction to SWIFT Navigation webinar

12/7/23

INTRO

Overview of SWIFT Reporting webinar

12/7/23; 1/4/24

INTRO

Introduction to SWIFT eLearning

Anytime

AP

SWIFT Create Vouchers Overview in Accounts Payable webinar

3/6/24

AR

SWIFT Accounts Receivable Part A Direct Journal Deposits webinar

11/14/23

AR

SWIFT Accounts Receivable Part B Apply Payments to Invoices webinar

11/15/23

AR

SWIFT Accounts Receivable Part C Maintenance Worksheets webinar

11/16/23

BI

SWIFT Billing Part 1 webinar

1/24/24

BI

SWIFT Billing Part 2 webinar

1/25/24

EPM

Build a My Dashboard for SWIFT Reports in EPM lab
Time, 1:00 p.m. - 2:30 p.m.

3/5/24

EPM

Create a SWIFT All Expenditures Report in EPM lab

12/13/23

EPM

SWIFT EPM Create and Save a New Analysis lab

12/12/23

EPM

SWIFT EPM Create and Save the All Receipts Report lab

1/11/24

EPM

SWIFT EPM Formatting Your Report
PM session Time, 1:00 p.m. - 2:30 p.m.

12/13/23 am; 12/13/23 pm; 12/19/23 pm

EPM

Understand the SWIFT Data in the EPM Data Warehouse webinar

11/30/23

EPM

Use SWIFT Standard Reports in EPM lab

3/5/24

PO

SWIFT Create Purchase Orders webinar

11/15/23

SC

SWIFT Create a Supplier Contract Shell webinar
Time, 9 a.m. - 10:am

12/6/23

SC

SWIFT Import and Process Contract Document Electronically webinar
Time, 1:00 p.m. - 2:00 p.m.

12/6/23

SS

SWIFT Strategic Sourcing Part 1: Create, Post, and Approve Events webinar

12/14/23

SS

SWIFT Strategic Sourcing Part 2: Analyze and Award Events webinar
Time, 1:00 p.m. - 2:30 p.m.

12/14/23

SS

SWIFT Strategic Sourcing eLearning

Anytime


SWIFT Help Desk

Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

EmailSWIFTHelpDesk.MMB@state.mn.us

Phone: 651-201-8100, option 2

Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)

When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:

  • Your Business Unit
  • Description of the issue/question
  • SWIFT Module (Accounts Payable, Purchase Orders, etc.)
  • Transaction ID (Voucher ID, PO ID, etc.)
  • Error message print screen

Additional assistance can be found on the SWIFT Training Guides and Resources page.


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