Super User Webinar Three
“Reinforcing Learning”
Presented by: Project Compass Organizational Change Management Team
08/5/2009
Together, we are One Emory
Helping Users Prepare for Training
 Webinar Objectives
 Prepare Super Users to Meet Their August Objective to “Reinforce Learning”
 Provide Super Users with Special Tools and Support for Reinforcement
Together, we are One Emory
2
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
3
Guest Speaker
Charlotte Johnson
Senior Vice Provost for Administration
Columnar Pad
Electric Calculator
Electric Typewriter
Together, we are One Emory
Floppy Disk
4
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
5
Super User Objectives
Ensure a
smooth
transition
to the
new
system
• Become the local expert on
PeopleSoft Financial
processes
• Provide coaching and
support to end users as they
transition
We’ll achieve this objective in four step-wise phases.
Together, we are One Emory
6
Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
7
Enabling Change - The Super User’s Role
June
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
8
July – Help Users Plan Their Training
July
July
Help Users
Plan Their
Training
Together, we are One Emory
9
July – Help Users Plan Their Training
 Do you have any questions, concerns or additional needs related to your “July –
Help Users Plan Their Training” activities?
Together, we are One Emory
10
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
11
Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
12
Suggested Activities - August
Objective
Suggested Activities
• Have you made yourself known to the users in your area?
• Help users connect to helpful resources i.e. Bulletin Survival Tips, PC
website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
Reinforce Support Channels
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from webinars, listserv emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming soon: Training feedback & readiness feedback
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedure roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
13
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Have you made yourself known to the users in your area?
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming soon: Training feedback & readiness feedback
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
14
Project Compass Bulletin – Survival Tips
Together, we are One Emory
15
Project Compass Website
Together, we are One Emory
16
Super User – Success Stories
DRAFT
Together, we are One Emory
17
“Talk to the Expert” Webinars and Open
Houses
Super User Webinar / Open House Schedule for (All Users)
Module
Course
SME
Super User
Webinar
Talk With The Experts (All ees Webinar &
Open House)
Accounts
Payment Requests /
Payable /
Expense reports
Travel &
Expense Reports
Amy DeMore /
Jennifer Hulsey
7/30
1-2pm
Reporting
Intro/Query/nVision
Steve Hall /
Tony DiPaola
8/19
9:30-10:30am
Webinars
8/25 (9:30-10:30am)
Combined Open House for Reporting & G/L
8/26 (9:30-11:00am)
Grants *
EPEX
Camilah Hicks
N/A
Already scheduled in ESS as “Learning Labs”
G/L
G/L Basics (online
journals, inquiry,
approvals, etc.)
David Giles /
Larry Cain
8/14
11-12:00pm
Webinar
8/24 (2-3:00pm)
Combined Open House for Reporting & G/L
8/26 (9:30-11:00am)
Webinars
8/11, 8/18 (1-2 pm)
Open House
8/13, (1-3pm) 1599 Clifton Rd. (lab 1.380)
8/20, (2-4pm) 1599 Clifton Rd. (Rm. 1D)
* The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance
learning course
Together, we are One Emory
18
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Make yourself known to your community
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming soon: Training feedback & readiness feedback
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
19
Understanding ChartFields & SmartKeys
Together, we are One Emory
20
FAQ’s for Each Module
Together, we are One Emory
21
Distance Learning Registration Steps
DRAFT
Together, we are One Emory
22
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Make yourself known to your community
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming soon: Training feedback & readiness feedback
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
23
PeopleSoft Toolbox
 The toolbox is a collection of information and resources providing help and support
to PeopleSoft Financials users. The toolkit will be available upon go-live.
 Provides a one-stop shop for all support information
 Allows employees to find answers to commonly asked questions
 Provides several types of help materials, including job aids, desktop reference guides
and training materials
Go-Live
Reminders
Module Help &
Job Aids
Key Contacts
Reporting
Crosswalk
Key Dates
Reporting
Procedures
Technical
Support
Help Desk
Contact Info
Training
(Ongoing Support)
Together, we are One Emory
24
How Are We Doing?
Together, we are One Emory
25
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Make yourself known to your community
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming training feedback & readiness feedback
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
26
Vignette’s of your Peers
Together, we are One Emory
27
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Make yourself known to your community
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming training feedback & readiness feedback (new slide)
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15 minutes
(As needed)
5-10 minutes
(As needed)
(As needed)
28
Great Questions to ask after Time Travel &
Expenses
 Some Super Users may additionally want to conduct a local workshop for smaller
groups of employees within their area.
 “Ad Hoc”
 “Local”
 How do you go about planning one?
Together, we are One Emory
29
Suggested Activities - August
Objective
Reinforce Support Channels
Suggested Activities
• Make yourself known to your community
• Help users connect to helpful resources:
• Project Compass Bulletin “Survival Tips”
• PC website
• Success Stories from Super Users
• Upcoming Webinars and Opens Houses for everyone
• Understanding Chartfields and SmartKeys
• FAQ’s for each module (collected from, webinars, list serve emails, and
your input)
• Distance Learning Registration Steps
• Coming soon: PeopleSoft Toolbox
• Coming training feedback & readiness feedback (new slide)
Help Users Integrate PeopleSoft
into their daily work process
Continue business issue
identification and resolution
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
• Discuss with your leadership any questions you have that related to the
impact of Project Compass on policies, procedures, roles, etc.
Together, we are One Emory
Approx Time
to Complete
(As needed)
(Check dates)
10-15minutes
(As needed)
5- 10 minutes
(As needed)
(As needed)
30
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
31
Enabling Change - The Super User’s Role
July
August
Help Users
Plan Their
Training
Reinforce
Learning
June
September
Prepare
Yourself for
Change
Provide
Transition
Support
Enabling
Change
Together, we are One Emory
32
Summary - Super User Timeline
June
July
August
September
Prepare Yourself
Help Users Plan
Their Training
Reinforce Learning
Provide Transition
Support
Help users integrate
PeopleSoft into their daily
work processes
Understand the impact of
PeopleSoft Financials on
your business processes
Taking advantage of
Training Class “sneak
previews”
Reinforce support channels
Familiarize yourself with
planned Project Compass
Training offerings
Supporting users initiating
their own learning
Resolve business issues and Communicate issues to
the Project Team for
concerns
resolution
Support staff as they
complete training
prerequisites and begin to
devise their personal
learning paths
Planning for a Super User
Webinar / Work Shop
Help users integrate
PeopleSoft into their daily
work processes
Continue business issue
identification and
resolution
Together, we are One Emory
Next Webinar!
Friday, August 27th
9:30-10:30am
33
Reminder – How to Stay Connected!
 E-mail the Project Compass Change Management Team!
 compass@emory.edu
 Project Compass Website
 http://www.compass.emory.edu
 Super User Web Page
 Key Communications
 Project Compass Management Bulletins (weekly)
 Super User Webinars (monthly)
Together, we are One Emory
34
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
35
Questions?
Together, we are One Emory
36
Agenda
 Welcome – Teresa Hauck
 Special Guest – Charlotte Johnson, Sr. Vice Provost for Administration





Review of Progress to Date
Suggested August Activities
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
37
Thank you!
Together, we are One Emory
38