PeopleSoft Systems Upgrade - Coming spring 2015 The Upgrade Update Upgrade Update SenateThe Committee on Finance & Planning January 2015 Why upgrade? It’s time! We are required to upgrade to maintain support and compliance. ● Personalized MyU portal ● Real-time, consolidated information ● Efficient systems, improved processes ● Ongoing support, stability, compliance Testing Operational Readiness Training Spring ‘15 Go to upgrade.umn.edu, click on Upgrade Education Communications Enhanced Support Ongoing as needed Winter Cutover Fall ‘14 The Cutover Period Just before the new systems “Go Live”, there will be a one to two week period during which some systems won’t be available—some will have view-only information that is not “live.” We will help you prepare. Everyone Instructors & Faculty MyU Home Page Advisers of record } } } Faculty Students Employees Managers All faculty & staff Finance users Everyone Student Tabs Faculty Tabs Teaching Tab ● All grading in one place: the Faculty Center ● Waitlist moving to auto-enroll ● Course guide retired ● Change to class scheduling cycle Faculty Center Advisor Center A more integrated, stronger, faster HR system will improve your employment experience, from pre-hire through retirement Annually, HRMS is responsible for: 1 million pay & leave entries 864,000 paychecks 136,000 position appt entries 105,000 benefits transactions 62,000 support calls (to name a few) Everyone Instructors & Faculty MyU Home Page Advisers of record } } } Faculty Students Employees Managers All faculty & staff Finance users Everyone Employee Tabs My Pay My Benefits Time & Absence No more paper timesheets or absence forms! All people have lots of HR data attached them to ensure smooth, accurate employment experience. Colleges and units play a key role in ensuring accuracy of HRMS data. Everyone Instructors & Faculty Advisers of record Finance Tabs } } } Faculty Students Employees Managers All faculty & staff Finance users Everyone ● PCard reconciliation ● Streamlined approval workflows ● Detailed budget checking to come in July 2015 Reporting Center Make a note of your favorite UM Reports now so you can find your reports later and make new bookmarks. For details, go to: Upgrade website > What’s Changing > Reports List Student Faculty Go-To HRMS Advance teams create readiness and receptivity in University communities HR Stars IT ESUP FCoP Fin RRC Contacts/Cluster Directors A communication campaign will go to the overall university community, while specific groups will also receive targeted messages. We need your help spreading the word. We need your support before, during and after the transition. It will be tough for some... One cutover period for all systems 1 University faculty, students, and staff will be affected at once Post Go Live defects cause anxiety and noise 2 All large system deployments experience problems Resist piling on -- be patient and constructive Cultural change requires your participation 3 Major business changes will take place at once Help your colleagues embrace change Be patient and supportive The Upgrade Executive Oversight Committee • Vice Provost for Faculty and Academic Affairs Allen Levine (chair) Meet weekly to review Program status • Vice President Kathy Brown • Vice Provost and Dean Robert McMaster • Vice President Richard Pfutzenreuter • Vice President Scott Studham Great collaboration, partnership, and problem solving Appreciate the hard work; respect the difficult decisions Stay Connected upgrade.umn.edu • See Change Details to processes and reports • See Upgrade Education for training information – and look for training emails in the next month What the Portal will be Sign up for The Upgrade newsletter esup@umn.edu For any questions, comments, concerns Questions? Thank you!