FAR Meeting May 6th, 2014 1 Welcome Douglas Hartzler HCM PeopleSoft Lead 2 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 3 UTShare/PeopleSoft Cutover Timeline 4 When is UTShare/PeopleSoft Initial Go-Live at UTSA? • 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. 5 May 2014 Go-Live is Expected to be Challenging 1. Central Processing areas (Back Offices) workload increase due to: • Manual data corrections required in PeopleSoft to clean-up conversion issues from DEFINE. • Manual workarounds necessary to address system issues discovered during testing. 2. “Interim” workflow approval processes (routing) will occur outside of UTShare/PeopleSoft. 3. Service levels will decrease for 3-6 months until both department and back office staff fully adapt to the new system. 6 Post Go-Live Tentative Project Timeline 7 Deployment Timeline 8 Post Go-Live Tentative Project Timeline • June – September 2014 • UTShare/PeopleSoft is used to conduct campus business. • UTSA will use SharePoint Interim Workflow Solution forms for 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 forms are no longer used. 9 Changing to UTShare/PeopleSoft 10 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/ 11 Major Changes • Centralization of position and job data entry in Human Resources • Interim workflow approvals outside of PeopleSoft • New Chart of Accounts structure 12 Interim Workflow Approval Process Highlights Rene Paniagua FMS PeopleSoft Lead 13 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 14 Interim Workflow Approval Process- Functions SharePoint FMS Functions 1. 2. 3. 4. Purchasing Travel Authorization Expense Non-Purchase Order Voucher HCM Functions 1. 2. 3. 4. New Position Request Position Change Request Non-Benefits Eligible Hire/Rehire Time & Absence Reporting (Employee Timesheets) 15 Interim Workflow Approval Process-Functions Other Methods FMS Functions •Budget Transfers (Email) HCM Functions •Funding Positions (Email) 16 Accessing UTShare/PeopleSoft 17 Access UTShare/PeopleSoft Navigate to the MyUTSA website and select the UTShare/ PeopleSoft link 18 UTShare/PeopleSoft Log-in for UTSA 1. Type in UTSA 2. Select the Continue button 19 UTShare/PeopleSoft Log-in 1. Enter your MyUTSA ID 2. Enter your Passphrase 3. Click the Log In button 20 PSSC Support 21 PeopleSoft - Single Point of Contact (SPOC) For UTShare/PeopleSoft questions, contact: o Call the PeopleSoft Support and Sustainment Center (PSSC) at 458-SPOC (7762) o Visit the UTShare Website, click the SPOC icon http://www.utsa.edu/utshare/ o Email spoc@utsa.edu For policy specific or business process related questions, contact the Human Resources, Finance or Purchasing departments. 22 23 Thank You! 24