The Kuali Research Employee look-up ("Persons") automatically includes persons paid through UMB payroll. It also includes affiliates, students, residents, and others who have requested Kuali access (see instructions below). A person must appear in the Employee look-up in KR to be a PI on a proposal and certify the proposal.

The Employee look-up is updated daily from a feed from HR. KR data generally matches what is in the Campus Directory. Updates can sometimes be made via the myUMB Portal Self-Service function.

In the Employee look-up, limit your search to UMB employees by entering 02 in the Campus Code field (toward the bottom of the search window just above the “Continue” button). Check the email address and unit to verify that you have selected the right person.

How to get an investigator "added to the employee look-up" in Kuali Research

This instruction applies to new faculty who are not yet on campus but who need to route transferring or new proposals for submission at UMB.  In addition, if a student, postdoc, or UMMS resident will be the PI on a proposal (e.g., a fellowship application), they must appear in the Employee Look-up in Kuali Research to be a PI and certify the proposal. 

Step 1:  Does the person appear in the UMB campus directory?  If yes, go to step 2. 

If no, add the person as a UMB Affiliate: Have your HR liaison enter the person in the Community System. The Community System record should include a request for App access for Kuali Research.

Step 2:  Request access to Kuali Research: For persons already appearing in the Campus Directory, either the individual (affiliate, student, or resident) or the department's HR liaison may request access to Kuali Research via the App Request system.

After the Community System (if applicable) and App Request records are processed/approved, the HR feed will update KR. This sequence may take a few days, especially for new affiliates.

New faculty resources

Updating/Correcting Employee Data

The information in KR comes from HR.

Name:  A "preferred name" can be set up to populate KR.  Preferred name instructions

Title:  The person should go to the myUMB portal, find the card labeled “Self-Service”, and select “My Employee/Affiliate Info” to update their Functional Title.

Degree:  If this information does not populate in the proposal's Person Details, email SPA with the following information, which will be added manually in Kuali Research:  Full name, Degree Type (highest degree), Year Graduated, and Institution.