Super User Webinar Four
“Providing Transition Support”
Presented by: Project Compass Organizational Change Management Team
08/27/2009
Together, we are One Emory
Webinar Objectives
 Prepare Super Users to Meet Their September Objective to “Provide Transition
Support”
 Provide Super Users with Special Tools and Support for Transition
Together, we are One Emory
2
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
3
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
4
Guest Speaker
Belva White
Associate VP for Finance & Controller
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
August – Reinforce Learning
Objective
July
August
Suggested Activities
• Have you made yourself known to the users in your area?
• Make yourself known to your community
• Help users connect to helpful resources i.e. Bulletin Survival Tips,
PC website
• Success Stories from Super Users
Reinforce Support Channels
Reinforce
Learning
• 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)
• Coming soon: PeopleSoft Toolbox
• Coming training feedback & readiness feedback (new slide)
Help Users Integrate
PeopleSoft into their daily
work process
• Vignette’s
• After the Webinars / Open Houses, check for impacts to :
• Forms / Shadow Systems
• Policies / Procedures
Continue business issue
identification and resolution
• 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
9
“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
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
@
(1470 DAR)
Webinar
8/24 (2-3:00pm) @ 1470 DAR
Combined Open House for Reporting & G/L
8/26 (9:30-11:00am) @ 1472 DAR
Reporting
Intro/Query/nVision
Steve Hall /
Tony DiPaola
8/19
9:30-10:30am
@
(1470 DAR)
Webinars
8/25 (9:30-10:30am) @ 1400 DAR
Combined Open House for Reporting & G/L
8/26 (9:30-11:00am) @ 1472 DAR
Super User
Program
Webinar 4
Teresa / Zee
8/27
9:30 – 10:30
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)
8/21, (9:30-10:30am) Clifton Rd.
* 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
10
August – Reinforce Learning
 Do you have any questions, concerns or additional needs related to your “August –
Reinforce Learning?
Together, we are One Emory
11
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
12
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
13
Communications Update
 Compass is not a Project anymore!
Together, we are One Emory
Communications Update
 One more Project Compass Bulletins before go-live!
 Accessing Training via Project Compass web site
 “Short List” of Preparation Activities
 Compass Toolbox
 Support Information
Together, we are One Emory
15
New Way to Access Training
Together, we are One Emory
16
Compass Toolbox
 The Compass Toolbox is the onestop for “go-live” support and
materials.
 Includes seven main sections:
 Module Help & Job Aids
 Known Issues/Troubleshooting





Guide
Release Notes
Key Dates/Calendar
Reporting
Help Desk Contacts & Technical
Support
Training (Ongoing Support)
 The Module Help & Job Aids
sections include links to module
specific job aids and FAQs.
Together, we are One Emory
17
“Short List” of Go-Live Tasks
 Complete your training!
 What will you need to do next week? Focus there!
 Find your new department number and
SmartKeys.
 A new crosswalk old-to-new is on the Compass web site
 Once we are live, you will be able to access the crosswalk from inside PeopleSoft
 Connect to the support infrastructure
 Review the Support Page on the Compass web site
 Find your Super User
 Consider the impact of the transition to
existing procedures and policy.
 A new set of revised forms will be posted to the Compass web site over the next day or so
Together, we are One Emory
18
Support: Support Center Overview
Compass Support Center - Effective 9/1/2008
Hours: 8 am to 5 pm (M-F)
Telephone number – 7-7000
Email – compass@emory.edu
Website – http://compass.emory.edu
Mobile Support – rotational sessions

7-7000 will be set up as a “Call Tree”, but users can
obtain help calling direct to:








EU System Access (7-7777)
EHC System Access (8-HELP)
EU AP/TE/Emory Express (7-5400)
EHC AP/TE/PMM (6-2441)
EU EPEX/Grants (7-2018)
EU AR/Billing (7-4024)
ALL GL/reporting/general (7-7000)
Scripts will be used during support and non-support
hours to direct users to answers of frequently asked
questions before number options are presented and
while on hold
Compass Call Tree Structure (Call 7-7000)
Tier One:
Keypad:
#1
#2
Area:
University
Healthcare
Tier Two:
University Tree:
Keypad:
Area:
#1
Access to University systems
#2
University AP/Expense/Emory Express
#3
EPEX Budgets/Grants
#4
GL, Reporting, Compass Access
#5
Accounts Receivable/Billing
#6
Default to Compass
#7
Repeat the options
Healthcare Tree:
Keypad:
Area:
#1
Access to Healthcare systems
#2
Healthcare AP/Expense/PMM
#3
Default to Compass
Together, we are One Emory
19
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
20
System Outages Impact Users
Together, we are One Emory
21
Reminder – How to Stay Connected!
 Compass Website
 http://www.compass.emory.edu
 Super User Web Page
 Key Communications
 Project Compass Management Bulletins (weekly)
 Compass Support
 Call 7-7000
 Email Compass Change Management Team!
 compass@emory.edu
Together, we are One Emory
22
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
23
Questions?
Suggestions for FAQs?
Together, we are One Emory
24
Agenda
 Welcome – Teresa Hauck
 Special Guest – Belva White, Assoc. VP for Finance & Controller




Review of Progress to Date
Tools and New Information
What’s Next
Questions?
Presenters: Teresa Hauck and Zee Mehar
Together, we are One Emory
25
Thank you!
Together, we are One Emory
26