Create Consultants and Individual Contractor Contracts Annex 1. Annex 1

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1 Inbox - Umoja Production Portal P1E 2. Click label to open the Requisitioning menu Umoja Production Portal P1E Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 1/9

2 3. Click the label to open the screen 4. Click Name of Shopping Cart text field and type the name of the Shopping Cart. (NB: (a) For consultants, enter the name of the person and the title Consultant, since each consultant request has its own Shopping Cart; (b) For Individual Contractors (IC), enter the services being requested, such as Cleaning Services for HQ, since several ICs may be included in the same Shopping Cart. - This step will help you to identify your shopping cart in the future. 5. Click Add Item button. 6. Select Internal Good/Services menu item. Add Internal Goods/Services Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 2/9

3 7. In the Product ID field enter the ID corresponding to the contract payment terms (by day, week, month etc) 8. Click Quantity/Unit field and enter the contract duration. 9. Click the Required field and enter the expected start and end dates of the contract NOTE: Ensure that the Required field is ALWAYS set as. 10. Click the Internal Note link to type a note for the Approver and/or HR Partner, if necessary. 11. Click to confirm your entries. 12. Click the Details button to maintain the Shopping Cart at the line item level Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 3/9

4 13. In the Item Data control tab, Click Supplier Product Number field to enter the consultant s job title which will be reflected in the contract. 14. Ensure that the Purchasing Group is set to the office or mission s HR Purchasing Group 15. In the Price/Currency field enter the consultant s approved compensation rate 16. Click and change the currency in the Currency field if required 17. Click the Account Assignment control tab. Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 4/9

5 18. Click the Details button and maintain the Account Assignment details 19. Verify and if required change the Cost Center and Fund Center 20. Click the Fund field and enter the office or mission s Fund code Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 5/9

6 21. Click Budget Period field and enter the office or mission s current budget period 22. Click the Note and Attachments control tab. 23. Click the Internal Note link to edit the note for the Approver and/or HR Partner, or to enter a new note if you had not entered one at step Click the Attachment link to upload the attachments in connection with the selection process for the Consultant or IC. 25. Click the Delivery Address/ Performance Location control tab Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 6/9

7 26. Verify and if required change the Performance Location. This is the location/section in the office or mission area where the Consultant or IC is required to report and perform his/her duties. 27. In the C/O field enter the name of the contact person that will supervise/liaise with the Consultant or IC. 28. In the field enter the contact person s address. Other fields are self-explanatory. 29. Click the Check button to validate your entry. Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 7/9

8 30. If the system does not display any error message that prevents the transaction to be executed, click the Order button to submit the Shopping Cart for approval. 31. Note: For IC cases, click the Duplicate button if you wish to have additional items of the same type in the Shopping Cart, or the Add Item button to add different items. After you have entered your last item without any error message from the system, click the Order button Cart for approval. to submit the Shopping Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 8/9

9 Display Document 32. Take note of your Shopping Cart number 33. Click the Close button to return to the Requisitioner Home Page. You have submitted a Shopping Cart to request Consultant services. Umoja Training How-To Guide: Consultants and Individual Contractors Contracts 9/9