PeopleSoft 9.2 Implementation
MESSAGE FROM OUR SPONSOR
As we get closer to our
PeopleSoft Go-Live, we invite you to visit the sections below about
readiness and support and escalation processes. This important
information is designed to help our users prepare for and
obtain support once we are live in PeopleSoft.
We
are also pleased to inform you that advanced PeopleSoft training
sessions for Time Keepers, Leave Administrators and/or Super Users
have been a success. Please note that general training for all
employees has begun and will continue in August. Registration for
all available training sessions can found in the
Training
Services Portal.
Training
for these advanced users is very important because they will be
performing the majority of critical PeopleSoft functions in their
respective Division or Office. To date, approximately 250 employees
in these roles have been trained in face-to-face courses on the
topics listed below:
·
Time
Keeping and Leave Administration
·
Travel
& Expense
o
Booking
a Trip in iTravel
o
Travel
Process
o
Managing
Credit Cards
·
Procurement
& Accounts Payable
o
Procure
to Pay Cycle
·
Asset
Management
o
Workflow
- Surplus, Transfer, Removal, and Return
·
Accounts
Receivable
o
AR
Workbench (including basic navigation)
o
Creating
Invoices & Customer (Modify Content)
o
AR
Inquiry
o
AR
Running Aging Reports
·
Grants
Management
o
Overview
of Budget Transfers in Grants Management
o
Grants
management Reports - Financial &
Customized
o
Basic
Navigation in Grant Management - Using tiles and Workcenter
·
General
Ledger
o
Interdepartmental
Transfers and Corrections
·
Commitment
Control
o
Budget
Overview/Budget Transfers
If
you have any questions about the PeopleSoft Training Program,
please reach out to us through our Contact Us form on our website
(located
here
) or
by sending an email to
peoplesoft@utrgv.edu
.
Thank
you for taking the time to read our newsletter!
Rick Anderson
Executive Vice President for Finance and Administration
ARE YOU
READY?
Besides
training, there are other steps users can take to prepare for
PeopleSoft go-live. Please visit our
Go
Live Readiness
page where you will learn about:
·
Enrolling in Blackboard to access UTRGV
PeopleSoft Academy for Financials Training
·
Duo Two-Factor Authentication (2FA)
enrollment process
·
Important deadlines that will help avoid
delays in providing services to our campus users
PEOPLESOFT
SUPPORT PROCESS
Once
we are live in PeopleSoft, how will users obtain support with question
or issues? Here is a summary of the steps users should follow. More
information can also be found on the
P
eopleSoft Support site:
1.
Review Training Materials –
If you have questions, the extensive library of training materials
contains a wealth of information that may have the answer to what
you are looking for. The materials may be found in our
PeopleSoft
Training and Resources Site.
2.
Contact your Super User
- If training materials did not provide the solution you were
looking for, remember that Super Users have received advanced
PeopleSoft training. Here is the
Super
User Directory
.
3.
Contact your Timekeeper/Leave
Administrator
- For questions related to
submission and correction of timecard and absence requests, a
designated Time Keeper/Leave Administrator has been assigned.
The Timekeeper/Leave Administrator Directory will be available soon
in the
PeopleSoft
Support site.
4.
Request Access
– If you believe you don’t have the correct PeopleSoft
access, please follow the
Access
Request Process
.
If
unsure, consult with your Super User.
5.
Contact the IT Service Desk –
If you are experiencing technical issues, such as not able to log
into PeopleSoft, please follow the
IT
Incident Process, or contact the IT Service Desk at
956-882-2020 or 956-665-2020.
If
the above steps do not address your question or issue, please work
with your Super User to escalate it to the appropriate expert at
UTRGV. If required, a Service Incident or Request will be created
and assigned to the appropriate PeopleSoft Business Analyst. You
may also find these steps in our
PeopleSoft Support site
.
|
