Transcript PeopleSoft Updates

PEOPLESOFT UPDATES
PeopleSoft Support
and
Sustainment Center
Upcoming Changes
Interim Workflow Solutions Forms Migration - IWS (evening of
March 25th)
• Migration from SharePoint 2010 to SharePoint Online – Office 365
• All Departmental HR Forms have been updated
o Review/Create a Position
o Review/Modify a Position
o Review or Hire/Rehire an Employee
o Review/Request Pay Rate Change
o Review/Request Job Record Change for Employee
o Review/Create Faculty Contract
• All Employee Forms - Timesheets have been updated
o Review/Submit Timesheet – “Punched”
o Review/Submit Timesheet – “Elapsed”
Upcoming Changes - continued
Interim Workflow Solutions Forms Migration - IWS (evening of
March 25th)
• Migration from SharePoint 2010 to SharePoint Online
• Departmental Financial Forms available until PeopleSoft Workflow is
implemented:
o Review/Submit Travel Authorization Request
o Review/Submit Expense Report
• Retiring Departmental Financial Forms (End of Day – March 25, 2016)
o Review/Submit Requisition Request ***
o Review/Submit Non PO Voucher ***
*** PeopleSoft Workflow is implemented – March 28, 2016 – approvals will
be within the PeopleSoft document
Interim Workflow Solutions Forms Migration - IWS
What you need to do before migration
Departmental HR Forms including Timesheets
• Friday, March 25th – All existing HR IWS Forms including Timesheets created
by end of day will be available for approval via email notification and routed to
either HR for completion or the Timekeeper for data entry
• Monday, March 28th - Begin using new SharePoint online IWS Form to ensure
new format is used
Important Note:
Update any shortcut links or saved “Favorites” to ensure you will point to the new
SharePoint Online forms effective March 28, 2016
Interim Workflow Solutions Forms Migration
What you need to do before migration
Departmental Financial Forms and PeopleSoft Process
IWS Process
• Friday, March 25th - the following documents must receive final approvals by end of
day. The Create feature will not be available after Friday.
o Created Requisition Request
o Created Non PO Vouchers
• Monday, March 28th – IWS Forms will only be available for Travel Authorizations
and Expense Reports
Important Note:
• Update any shortcut links or saved “Favorites” to ensure you will point to the new
SharePoint Online forms effective March 28, 2016
Contact PSSC (ext. 7762) if you have any questions
Interim Workflow Solutions Forms Migration
What you need to do before migration
Departmental Financial Forms and PeopleSoft Process
PeopleSoft Process
• Friday, March 25th – Ensure that ePro Requisitions and Non PO Vouchers
which have obtained IWS approval are entered into PeopleSoft and “SAVED”
by department creators by end of day
o PeopleSoft documents must be “SAVED” in order for the existing
workflow to move those documents to back offices for approval
o If document is not SAVED in PeopleSoft then the complete process will
have be recreated in PeopleSoft where electronic workflow will take place
• Monday, March 28th – Workflow in PeopleSoft for ePro Requisitions and Non
PO Vouchers will occur on the same date as the migration of Interim Workflow
Solutions Forms
Contact PSSC (ext. 7762) if you have any questions
Important Changes occurring the Week of March 28th
• PeopleSoft Workflow for ePro Requisitions and Non-PO Vouchers – Go live
(Monday, March 28th)
• Migration of Interim Workflow Solutions Forms going from SharePoint 2010 to
SharePoint Online - Office 365 (available to users Monday, March 28th)
• Interim Workflow Solutions Forms - Non PO Voucher and Requisition Request
Forms will no longer be available - (Monday, March 28th)
• New Summer Faculty Contract - HR process available - (Monday, March 28th)
• PeopleSoft Travel Authorization and Expense Report blackout period
(Thursday, March 31st at 6:00 p.m. through Friday, April 1st at 10:00 a.m.)
QUESTIONS ?