There is a new employee starting at Emory, how can I route a proposal before they arrive?

Step 1 – Confirm their formal appointment at the institution:

You will need to have a signed letter that they have committed to coming to Emory.

Step 2 – Establish their Compass record:

Once you have the signed commitment letter, please follow the steps below outlined on the EPEX FAQ Page:  here

What do I do if my PI is not in the list of available PIs?

If the PI is a new employee and does not have an EMPLID, contact your HR Rep as she/he needs a WOC appointment. If the HR Rep is unable to resolve the issue, contact Susan Newborn in Data Services at x77563 or Sherri Stodgill in HR at x76066.

Step 3 – Complete the standard PI eligibility paperwork:

Once you have an Employee ID and a User ID as well as an active WOC appointment, you will need to submit a PI Eligible Form. The PI Eligible form is located on the OSP/ EPEX Website at here. Once this form is com- pleted and signed, it should be e-mailed to PSGrants@emory.edu. Once all signatures have been received and PSGrants has completed the processing of the form, you will be able to begin creating your proposal.

General Reminder – Always Double-check your Project Team!

Anytime you are routing a proposal you should be sure to click the Preview Workflow button to verify that all persons who need to certify are listed in the GM Certification Stage.  If they are not listed and should be, contact  PSGrants@emory.edu. If you are unsure as to whether or not they should be listed to certify, please contact your School Level approvers before saving and routing to verify.