Transcript UT SHARE

Financial Area Representative (FAR)
Presentation
Agenda
• Project Status & Update
• Navigation & Employee Self
Service Preview
Project Status
Project Status Update
• Currently in the 4th Phase: Train & Test
– Conversion Validation
– Integration Testing
– Develop Training
• Next Phase: Deploy & Optimize
Expected Go-Live September 2013
UTShare Training
• Back-office (central processing areas) will be
offered training in May
• Departments and end-users will be offered
training in July
• Training will be offered in multiple formats
– Online
– Auditorium
– Classroom
– Hands-on laboratories
Navigation &
Employee Self
Service Preview
 Navigation
Structure
 Breadcrumbs
Navigation
 Searching
 Role-based
Access
Home Page (Portal)
Navigation Structure
As you click on each
main module folder,
subfolders will
appear to the right
of them.
Clicking on these
subfolders brings
you to the desired
module page.
Breadcrumbs
Searching: Predictive Search
You can also find
module pages by
using the search
menu.
When you enter a
search word in this
field, a list will pop up
with the results.
To display the result,
click the arrow button
or the highlighted
area.
Searching: Search Pages
Using Search Pages
Searching: Adding Favorites
Favorites Menu
provides quick links
to the 5 most recently
used pages.
On your search
result, click on
Favorites tab, then
“Add to Favorites.”
Your result will show
up under the
Recently Used area
in Favorites.
Role-Based Access
Every user’s security
access is different in
PeopleSoft based on
their job duties.
Roles and
permission lists are
what control the
level of access a
PeopleSoft user will
have.
Note: You will only
see the modules to
which you have
access.
Role-Based Access: Supervisor
To the left is an
example of
what a
Supervisor’s
access might
look like.
Role-Based Access: Employee
To the left is an
example of
what an
Employee’s
access might
look like.
 What is ESS?
 ESS –
Components
Employee Self Service
(ESS)
 ESS –
Personal Information
 ESS –
I-9 Form
What is ESS?
ESS Components
ESS – Personal Information
Now we’re ready to
navigate to an
UTShare page.
Using UTShare’s
drop-down
navigation
structure, we’ll go
to the Personal
Information
Summary page.
ESS – Personal Information
The Personal
Information Summary
page is where an
employee will add/update
their biographical
information.
In this example, we will
look at this employee’s
Home/Mailing Address
information.
ESS – Personal Information
From here, an
employee can add
or update their
existing
Home and
Mailing Address
information.
I-9 Form
To the left is the
employee portion
of the I-9 Form.
Employees can
use ESS to fill this
portion out in
UTShare (see
following 2 slides).
ESS – I-9 Form
ESS – I-9 Form
Employees can fill out
the appropriate
information and
electronically submit
to HR.
Note: Employees will
still need to go to HR
to submit required
I-9 documentation.
Signing Out of UTShare
To exit PeopleSoft,
simply click the
Sign Out link.
Additional Resources
• Want up-to-date information?
– Go to www.utsa.edu/utshare
• Email any questions to:
– [email protected]
Questions