1 / 24

FAR Meeting

FAR Meeting. May 6 th , 2014. Welcome. Douglas Hartzler HCM PeopleSoft Lead. Agenda. UTShare/PeopleSoft Cutover Timeline Post Go-Live Tentative Project Timeline Changing to UTShare/PeopleSoft Interim Workflow Approval Process PSSC Support Training Opportunities Q & A with Panel .

tawny
Télécharger la présentation

FAR Meeting

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. FAR Meeting May 6th, 2014

  2. Welcome Douglas Hartzler HCM PeopleSoft Lead

  3. Agenda • UTShare/PeopleSoftCutover Timeline • Post Go-Live Tentative Project Timeline • Changing to UTShare/PeopleSoft • Interim Workflow Approval Process • PSSC Support • Training Opportunities • Q & A with Panel

  4. UTShare/PeopleSoft Cutover Timeline

  5. Midnight April 30th – May 4th: Data conversion from DEFINE to PeopleSoft occurs. May 5th – May 12th: UTSA central processing departments (back office) performs conversion validation and cleanup. May 13th: First day of UTSA Department access to UTShare/PeopleSoft. When is UTShare/PeopleSoft Initial Go-Live at UTSA?

  6. May 2014 Go-Live is Expected to be Challenging • Central Processing areas (Back Offices) workloadincrease due to: • Manual data correctionsrequired in PeopleSoft to clean-up conversion issues from DEFINE. • Manual workaroundsnecessary to address system issues discovered during testing. • “Interim” workflow approval processes (routing) will occur outside of UTShare/PeopleSoft. • Service levels will decrease for 3-6 months until both department and back office staff fully adapt to the new system.

  7. Post Go-Live Tentative ProjectTimeline

  8. Deployment Timeline

  9. Post Go-Live Tentative Project Timeline • June – September 2014 • UTShare/PeopleSoft is used to conduct campus business. • UTSA will use SharePoint Interim Workflow Solution formsfor approval workflow processes. • October- February 2015 • UTShare/PeopleSoft functionality expanded for campus business. • Full PeopleSoft functionality and automated approval workflow are deployed and UTSA’s Interim Solution formsare no longer used.

  10. Changing to UTShare/PeopleSoft

  11. Guide For The Transition To UTShare/PeopleSoft • Major business process changes that impact: • Employees • “Reports-to” Supervisors • Timekeepers • Department Administrative Staff • Department Managers (Unit Administrators) • Available on the UTShare Change Management page http://www.utsa.edu/utshare/Change/

  12. Major Changes • Centralization of position and job data entry in Human Resources • Interim workflow approvals outside of PeopleSoft • New Chart of Accounts structure

  13. Interim Workflow Approval ProcessHighlightsRene PaniaguaFMS PeopleSoft Lead

  14. Interim Workflow Approval Process Highlights • UTShare/PeopleSoft functionality deployed in phases: • Approval workflow (routing) will be enabled in late 2014 • The phased deployment approach will allow Shared Services to work through changes, as needed. • Interim approvals will occur outside of UTShare/PeopleSoft: • UTSA’s SharePoint Interim Workflow Solutions forms (for eight processes) • Newly designed paper forms • Inter-office departmental requests via email

  15. Interim Workflow Approval Process- FunctionsSharePoint FMS Functions • Purchasing • Travel Authorization • Expense • Non-Purchase Order Voucher HCM Functions • New Position Request • Position Change Request • Non-Benefits Eligible Hire/Rehire • Time & Absence Reporting (Employee Timesheets)

  16. Interim Workflow Approval Process-FunctionsOther Methods FMS Functions • Budget Transfers (Email) HCM Functions • Funding Positions (Email)

  17. Accessing UTShare/PeopleSoft

  18. Access UTShare/PeopleSoft Navigate to the MyUTSA website and select the UTShare/ PeopleSoft link

  19. UTShare/PeopleSoft Log-in for UTSA • Type in UTSA • Select the Continue button

  20. UTShare/PeopleSoft Log-in • Enter your MyUTSA ID • Enter your Passphrase • Click the Log In button

  21. PSSC Support

  22. PeopleSoft - Single Point of Contact (SPOC) For UTShare/PeopleSoft questions, contact: • Callthe PeopleSoft Support and Sustainment Center (PSSC) at 458-SPOC (7762) • Visitthe UTShare Website, click the SPOC icon http://www.utsa.edu/utshare/ • Emailspoc@utsa.edu For policy specific or business process related questions, contact the Human Resources, Finance or Purchasing departments.

  23. Thank You!

More Related