Come LEARN how we will
LIVE with the new PeopleSoft system,
LOVE some cool new features, and have a
few LAUGHS along the way!
April 12, 2013
PEOPLESOFT: WE’RE NOT IN KANSAS ANYMORE!
But click your heels three times (well maybe a LITTLE more
effort than that) and PEOPLESOFT will be HOME for UT Tyler!
1. Achieve cost savings realized through usage across campuses
2. Obtain process improvements attained through standardization
3. Adopt a universal application of Higher Education leading practices
UT TYLER TRAINING TEAM
Faye Ingram, Team Leader
Katrina Smith
Holly Landers
Karen Chudej
Kristy Adams
AGENDA
1. Correlation of the PeopleSoft modules and their current Counterparts
2. High level look at each of the PeopleSoft modules
3. Security- Roles and Rows
4. Tiered training plan for UT Tyler
5. Sustainment
6. Questions
PEOPLESOFT MODULES
PeopleSoft HCM – Human Resources / Payroll
PeopleSoft FMS – Financial/Ledger/AP/AR/Travel
PeopleSoft Campus Solutions - Student Services
Current
UT Share
Campus Solutions
Campus Solutions
HRMS
Define Employee Data
PeopleSoft HCM
Define
(Financials/Transactions)
PeopleSoft FMS
Combined
Login/Portal
PEOPLESOFT HCM
Human Resource Data
 Interviewing, Hiring, Promotions, Retiring, Appointments
Employee Self Service
 Address Change, W-4 tax information, direct deposit, view paycheck
Time and Attendance
 Timecard
Absence Management
 Enter absences
PEOPLESOFT FSM
Ledger
 Account Balances
Journal Entries
Accounts Payable
Accounts Receivable
Purchase Orders
Asset Management
Budget
Travel and Expenses
PEOPLESOFT STUDENT SERVICES
CAMPUS SOLUTIONS
Student Information
Class Schedules
Tuition and Fees Information
Scholarships
Financial Aid
Grades/Transcripts
PEOPLESOFT SECURITY
PeopleSoft Roles
 ROLES-Based on your responsibility
 Update
 Approve
 View
 Insert
 ROWS-Based on your department
 Roles and Rows
 You will have ROLES within your area that define the tasks that you can perform
 You will have access to specific ROWS of data
PEOPLESOFT TRAINING
Tiered Training Plan
Live, Love, Laugh and Learn Sessions
ASO training (The A Team)
UPK training – Computer Based Training, Training Guides, Business Process Guides
Classroom training
One on One training (Small Group Training)
Lab Time Available
All of the institutions in the UT Share project are developing training
modules to be shared among the campuses- will provide consistency in the
training and ensure that everyone is trained in the same manner and
processes across the UT Share project.
LIVE, LOVE,
LAUGH
AND
SESSIONS
UT Share
Lunch
andLEARN
Learn Sign
Up
Date
Feb 22
Mar 8
Mar 22
Apr 12
Apr 26
May 10
May 24
Jun 28
July 26
Aug 23
Topic
SME
General Ledger-Basics
(Chartfields)
HR
Benefits
Time and Labor (Payroll)
HR Reporting
Training
Purchasing
Carrie Clayton
Travel & Expense Reimb
ProCard & Travel Card
Grants
Absence Management
Commitment Control
Accts Payable, Vendor Setup
Cindy Troyer & Faye Ingram
Account Reconciliation
Finance Reporting
Go Live Support
Carrie Clayton & Ron Rippe
Wendy Minix
All SMEs
Mark Clements
Amy Clem
Shannon Chandler
Taylor Alvarez & Joe Vorsas
The Training Team
Cindy Troyer
Debbie Gibson
Aris Obar & Amy Clem
Ron Rippe
Cindy Troyer
**Planned schedule-subject to change
ASO TRAINING – “THE A TEAM”
ASO’s will train their admins
 Small group training lead by each ASO
ASO will be first line of defense
 Questions will go to your ASO first
 ASO’s will be able to answer majority of your questions
 ASO’s are familiar with your responsibilities and processes
 Each ASO will have customized training for their areas
Schedule of Remaining Meetings/Sessions
April 18
May 3
May 16
May 30
June 20
July 11
July 23
Aug 8
Aug 22
UPK TRAINING (USER PRODUCTIVITY KIT)
Online Training
 Role based
 Great reference
 Oracle Training customized for UT Share
 Breaks topics into small modules, online, self-paced
 Can be organized by roles
 Available from desktop or in lab
 ***Will be available after go-live for ongoing training, new hires or
reference material
The UPK training is provided by Oracle (Oracle bought
PeopleSoft)- so you will see the Oracle logo when you use
the UPK training modules. Some have been customized for
our implementation.
UPK- HCM BASICS
CLASSROOM TRAINING
•
Classroom Training is being developed across the UTShare project
•
Each campus is responsible for creating specific courses that will be
shared among campuses
•
Training can include:
•
UPK
•
PowerPoint
•
Training Aids
•
Reference Documents
•
UT Tyler is creating the course for Travel and Expenses
•
The courses presented in a classroom style at each campus will be determined by
need at that campus
ONE ON ONE TRAINING
Small departments will conduct training 1:1 or in small groups as determined by need
SME (Subject Matter Experts)
SUSTAINMENT:
WHAT HAPPENS TO TRAINING AFTER GO-LIVE?
UPK Library
Continuing 1:1 Training as needed, will develop more experts
A Team members will sustain training in their departments
Ongoing classroom training (ex: student workers, time and attendance)
QUESTIONS/ISSUES
AskUTshare@uttyler.edu