PEOPLESOFT UPDATES People Soft Support and Sustainment Center

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PEOPLESOFT UPDATES People. Soft Support and Sustainment Center

PEOPLESOFT UPDATES People. Soft Support and Sustainment Center

Upcoming Changes Interim Workflow Solutions Forms Migration - IWS (evening of March 25 th)

Upcoming Changes Interim Workflow Solutions Forms Migration - IWS (evening of March 25 th) • Migration from Share. Point 2010 to Share. Point 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

Upcoming Changes - continued Interim Workflow Solutions Forms Migration - IWS (evening of March 25 th) • Migration from Share. Point 2010 to Share. Point Online • Departmental Financial Forms available until People. Soft 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 *** People. Soft Workflow is implemented – March 28, 2016 – approvals will be within the People. Soft document

Interim Workflow Solutions Forms Migration - IWS What you need to do before migration

Interim Workflow Solutions Forms Migration - IWS What you need to do before migration Departmental HR Forms including Timesheets • Friday, March 25 th – 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 28 th - Begin using new Share. Point 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 Share. Point Online forms effective March 28, 2016

Interim Workflow Solutions Forms Migration What you need to do before migration Departmental Financial

Interim Workflow Solutions Forms Migration What you need to do before migration Departmental Financial Forms and People. Soft Process IWS Process • Friday, March 25 th - 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 28 th – 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 Share. Point 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

Interim Workflow Solutions Forms Migration What you need to do before migration Departmental Financial Forms and People. Soft Process • Friday, March 25 th – Ensure that e. Pro Requisitions and Non PO Vouchers which have obtained IWS approval are entered into People. Soft and “SAVED” by department creators by end of day o People. Soft 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 People. Soft then the complete process will have be recreated in People. Soft where electronic workflow will take place • Monday, March 28 th – Workflow in People. Soft for e. Pro 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 28 th • People. Soft Workflow for

Important Changes occurring the Week of March 28 th • People. Soft Workflow for e. Pro Requisitions and Non-PO Vouchers – Go live (Monday, March 28 th) • Migration of Interim Workflow Solutions Forms going from Share. Point 2010 to Share. Point Online - Office 365 (available to users Monday, March 28 th) • Interim Workflow Solutions Forms - Non PO Voucher and Requisition Request Forms will no longer be available - (Monday, March 28 th) • New Summer Faculty Contract - HR process available - (Monday, March 28 th) • People. Soft Travel Authorization and Expense Report blackout period (Thursday, March 31 st at 6: 00 p. m. through Friday, April 1 st at 10: 00 a. m. )

QUESTIONS ?

QUESTIONS ?