Transcript PeopleSoft Update

Financial Area Representative (FAR)
Presentation
Agenda
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Org Chart Updates
Project Status
Conversion
Financials Updates
HR Updates
Training
Change Management
Questions
Org Chart
Updates
Jacquelyn Kyle
Project Manager
Project Status
Jacquelyn Kyle
Project Manager
Project Status Update
• Currently in the 4th Phase: Train & Test
– Conversion Validation
– System Testing
– Developing Training
• Next Phase: Deploy & Optimize
Expected Go-Live Spring 2013
Conversion
Rene Paniagua
FMS Lead
High level Conversion Approach
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Active employees, employees on a leave of absence,
and employees terminated within 2 fiscal years of go-live
Financial monthly balances for the current fiscal year
plus 2 prior years at a DEFINE account and object code
level of detail
Vendors active in the last eighteen months
All active, retired, or disposed of assets within the
current or prior fiscal year
Purchase Orders (PO) that are closed will not be
converted. Outstanding PO’s will be manually rekeyed
into PeopleSoft
FMS Update
Rene Paniagua
FMS Lead
PeopleSoft Chartfields
 Chartfields are the basic building blocks of the
Chart of Accounts that allow segregation and
categorization of financial transactions and budget
data
 Business Units
 Because we are sharing the same database with
other UT campuses, our data is segregated by
Business Units
 5 Character field length – UTSA1
Speedcharts/Speedtypes
A speedchart/speedtype is a “shorthand” number
linked to a unique set of Chartfield combinations.
Minimally it will contain the following:
 Fund
 Function
 Department ID
 Cost Center or Project ID/Activity
UTShare Chartfield Definition
Fund
Account
Common
Chartfields
Function
Department
Cost
Center
Program
Defined at the
Institution level
Institution
Defined
Project
Activity
Mapping from DEFINE to
PeopleSoft
DEFINE
PeopleSoft
(Office Supply)
19-7027-0050
NACUBO 20
Object Code 1401
Unit Code 0250
Fund
Account
(Object
Code)
Function
(NACUBO)
Department
(Unit Code)
Cost Center
(Budget Group)
3100-63003-400-BFA001-DTX022
UTSA Speedchart example:
DTX002 – Account 19-7027-0050
Define
Speedchart
19
Fund ‘3100’
7027 (unit code 0250)
Department ‘BFA001’
50 (Object Code ‘1401’)
<enter field>
NACUBO 20
Function ‘400’
Cost Center ‘DTX002’
Speedchart Example
HCM Update
Doug Hartzler
HCM Lead
HCM Activities
• Validation of data conversion from
DEFINE to PeopleSoft
• System testing to verify UTShare
configuration of PeopleSoft setup tables is
consistent with UT component business
rules
• Still identifying changes needed to UTSA’s
business processes
How will HCM Impact You
• HCM Module Overview 08/02/12
– http://utsa.edu/utshare/refMaterials.html
– High level functionality gains, losses, impacts
– Broken out by module (HR, Benefits, etc.)
– Presentation targeted to Back Offices
• Training delivery is targeted early 2013
Training
HCM : Lydia Garza
Josh Schafner
FMS : Araceli Pacheco
Tanya Dunlap-Teasley
Terminology
Crosswalk
UPK
(User Productivity Kit)
Training Tool
Change
Management
Henry Barrera
Change Management Lead
Change vs. Change Management
► Change
is the process of moving to a
different future state.
► Change Management is supporting the
individuals impacted by the change.
Change Leaders
• Representatives from around the campus
• Serve as information messengers to and
from the departments
– Project Milestones
– Feedback & Concerns
Additional Resources
• Want up-to-date information?
– Go to www.utsa.edu/utshare
• Email any questions to:
– [email protected]
Questions