Treasurer s Town Hall
|
|
|
- Barbara Nicholson
- 6 years ago
- Views:
Transcription
1 Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Douglass Student Center October 4, 2016
2 Agenda RU Marketplace Is Open! Chart of Accounts Mapping Tool Procurement Services Website October 10 Launches Training Managing Change Next Steps and How You Can Be Involved 2
3 RU MARKETPLACE IS OPEN!
4 RU Marketplace Is Open! 4
5 Access to Cornerstone Applications via myrutgers portal Step 1: Go to my.rutgers.edu. 5
6 Access to Cornerstone Applications via myrutgers portal Step 2: Log in using your NetID and password. 6
7 Access to Cornerstone Applications via myrutgers portal Step 3: Select the Cornerstone tab, and click the RU Marketplace (SciQuest) app. 7
8 RU Marketplace: Known Issues and Resolutions Activity code in GL string is left blank, as a result the requisition is rejected Resolution: Users need to enter the Activity segment as five zero s (00000) Project team is exploring the system default these numbers Deliver to field does not work correctly, as a result users cannot see delivery location Resolution: Exploring use of Ad Hoc Ship to Location, user will need to manually enter Deliver to location A few supplier punch outs do not work, including: Sigma-Aldrich, Benco Dental, and ThermoFisher Scientific Resolution: Technical team will reload data Converted purchase orders from Banner will be available on Friday Same as RIAS 8
9 Customer Service. Issues Resolution. Satisfaction. Procurement Help Desk Monday-Friday 8:00 a.m.-6:00 p.m. Eastern (848) Calls and s will be returned within one business day. 9
10 CHART OF ACCOUNTS MAPPING TOOL
11 Chart of Accounts Mapping Tool 11
12 Banner Chart of Accounts Mapping 12
13 RIAS Chart of Accounts Mapping 13
14 PROCUREMENT SERVICES WEBSITE
15 University Procurement Services Redesigned Website procurementservices.rutgers.edu 15
16 University Procurement Services Redesigned Website procurementservices.rutgers.edu 16
17 OCTOBER 10 LAUNCHES
18 Integrated Human Resources/Payroll System and Processes Paper timesheets will be eliminated and replaced with electronic time keeping Where We Started Where We re Going HR transaction forms will align with PeopleSoft requirements Electronic Personnel Action Form will be replaced by streamlined process, forms Significant step toward unifying faculty and staff, and creating a more consistent employee experience Current State Banner PeopleSoft Integration (Interim) One HR System (PeopleSoft) Future State BPR* HCM Cloud (Oracle) *Business Process Review Precursor for upgrading to Oracle cloud-based HR/Payroll system in phase 2 18
19 Streamlined Financial Management System and Processes New chart of accounts will be used consistently across the University Mapping tool helps map legacy accounts to new chart Projects sub-ledger will be used to route most transactions before they are recorded in the general ledger Henry Rutgers Henry Rutgers Henry Rutgers Henry Rutgers All journal entries, expense reports, and project adjustments will be routed to the same Finance Approver for approval 19
20 Electronic Expense Management System No more paper TABER reports! Expense requests will be entered online through Oracle Cloud. Student and non-employee expenses will be processed through check requests For direct deposit, personal bank information must be entered to receive reimbursement. Completed requests will be routed automatically for approval. 20
21 TRAINING
22 Financial Management Course Pathway (Financial Management System) Non-Sponsored Project Users Sponsored Project Users GN010: General Navigation in Oracle Cloud Web-based (2 hours) PA010: Financial Management for Non-Sponsored Projects Instructor-Led (4 hours) GM010: Financial Management for Sponsored Projects Instructor-Led (4 hours) GL030: Financials Inquiries and Reports Virtual-Led/Webinar (3 hours) GL020: Journal Entry Processing* Web-based (3 hours) *General ledger users only **Approvers only. GN020 is also noted on the Expense Management pathway. Users only need to take this course once. GN020: Approval Management** Web-based (1 hour) KEY Instructor- Led Virtual-Led Web-based Video Tutorial Required to access the new system 22
23 Procurement Course Pathway (RU Marketplace) Instructor-Led Web-Based Video Tutorial P2PRQ010: End-to-End Procure-to-Pay for Requisitioners Instructor-Led (3 hours) Requisitioners P2P020: Requisitioning Web-based (30 minutes) P2P0160:Supplier Request Web-based (30 minutes) P2P080: Reporting via Document Searches Web-based (30 minutes) Approvers P2P030: Approval Processing** Web-based (20 minutes) Internal Purchase Order Processors P2P060: Receiving Web-based (30 minutes) P2P0100: Sourcing Event Review and Approval Web-based (30 minutes) P2P0120: Managing Notification Preferences Web-based (30 minutes) P2P0170: Approval Delegation Web-based (30 minutes) P2P050: Internal Purchase Orders (IPO) Web-based (30 minutes) P2P040: Invoice Approval Web-based (30 minutes) P2P0110: Active Contract Mgmt & Inquiry Web-based (30 minutes) P2P0190: Wire Transfer Requests Web-based (30 minutes) P2P0130: Resubmit Returned Requisitions Web-based (30 minutes) P2P090: RFx Management and Inquiry Web-based (30 minutes) P2P0140:Setting Accounting Favorites Web-based (30 minutes) IM010:Invoice Inquiries Web-based (20 minutes) P2P0150: Supplier Maintenance Request Web-based (30 minutes) P2P070: Accounts Payable Inquiries Web-based (30 minutes) KEY Instructor- Led Virtual-Led Web-based Video Tutorial Web-based video tutorials can be taken in any sequence. **P2P030 is also noted on the Procurement Pathway for Approvers. Users only need to take this course once. Required to access the new system 21 For Approver The classes noted in purple are for specific employee who approve in RU Marketplace
24 Expense Management Course Pathway Web-Based Video Tutorials Request for a Rutgers Employee (Financial Management System) Request for a Non-Employee (RU Marketplace) EX010: Enter and Submit Expense Reports Web-based (1.5 hours) EXS010: Check Requests Web-based (20 minutes) GN020: Approval Management (Financial Management System)** Web-based (1 hour) P2P030: Approval Processing* Web-based (20 minutes) **GN020 is also noted on the Financial Management Pathway. Users only need to take this course once. *P2P030 is also noted on the Expense Management Pathway for Approvers. Users only need to take this course once. Online training can be taken in any sequence KEY Instructor- Led Virtual-Led Web-based Video Tutorial Required to access the new system 22 For Approver The classes noted in purple are for specific employee who approve in RU Marketplace
25 Human Resources and Payroll Course Pathway (PeopleSoft) Instructor-Led Virtual-Led and Web-Based Video Tutorial PS101: PeopleSoft Fundamentals: Bridging the Gap from Banner to PeopleSoft Instructor-Led (1 hour) Prerequisite Web-based video will be made available AR010: PeopleSoft Absence System Virtual-Led/Webinar (1 hour) WC010: Web Clock* Web-based Video Tutorial (20 minutes) TL020: Time Entry and Approval Instructor-Led (2.5 hours) CA020: Commitment Accounting Instructor-Led (2.5 hours) ESS010: Employee Self-Service* Web-based Video Tutorial (20 minutes) *Offered by invitation only to staff who will be responsible for time entry and approval, and employee charging instructions Online training can be taken in any sequence KEY Instructor- Led Virtual-Led Web-based Video Tutorial Required to access the new system 23
26 MANAGING CHANGE
27 A New Way of Working Where We Are Today Transformation requires changing how we get work done (systems, practices, organizations) Vast and diverse population with significant needs for ongoing education and intensive training Successful implementation requires personal ownership and accountability by everyone What We Must Do Empower units to modify practices to align with new business processes Standardize practices within schools, departments and units as much as possible Reinforce the networks of change agents to mobilize this effort, and communities of practice to share best practices Provide tools and resources to enable change to occur locally 27
28 NEXT STEPS AND HOW YOU CAN BE INVOLVED
29 Next Steps More new systems launch October 8: Human Resources and Payroll October 10: Financial Management October 10: Expense Management Participate in training Work within your Chancellor or central administration unit to determine how the changes will impact your unit Mobilize at the local level, utilizing available guidelines and tools 29
30 How You Can Be Involved Stay connected Cornerstone website Newsletters Treasurer s Town Hall Send questions, suggestions and feedback to: cornerstone@rutgers.edu Help Desk Staff Procurement and Expense Management Human Resources and Payroll Financial Management cornerstone.rutgers.edu 30
31 Cornerstone Help Desks Customer Service. Issues Resolution. Satisfaction. Human Resources and Payroll Monday-Friday 7:30 a.m.-6 p.m. Eastern (848) Procurement and Expense Monday-Friday 8 a.m.-6 p.m. Eastern (848) Financial Management (beginning Oct. 10) Monday-Friday 8 a.m.-6 p.m. Eastern (848) Calls and s will be returned within one business day. 31
32 QUESTIONS?
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer New Jersey Medical School October 28, 2016 Agenda Cornerstone Project Updates Human
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Camden Campus Center December 9, 2016 Agenda Cornerstone Project Updates RU Marketplace
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Robert Wood Johnson Medical School (Piscataway) December 2, 2016 Agenda Cornerstone
PeopleSoft 101 Bridging the Gap from Banner to PeopleSoft x HR/Payroll Data Migration
PeopleSoft 101 Bridging the Gap from Banner to PeopleSoft x HR/Payroll Data Migration Last Updated: 9/12/2016 Jason Butkowski Business Readiness Lead Please keep side conversations to a minimum Cell phones
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Paul Robeson Campus Center February 13, 2017 Agenda Cornerstone Phase 1: Stabilize
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President, University Finance and Administration University Treasurer April 6, 2018 Camden Campus Center Today s Agenda Project Management Office Chart
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer College Avenue Student Center May 23, 2016 Agenda Transformation at-a-glance Transaction
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President, University Finance and Administration University Treasurer October 3, 2017 Robeson Campus Center Today s Agenda Cornerstone Phase 1 Completed
Administrative & Student Information Systems Upgrade
Administrative & Student Information Systems Upgrade J. Michael Gower Executive Vice President, University Finance & Administration and University Treasurer Treasurer s Town Hall Busch Student Center,
Administrative and Student Information Systems Transformation Overview
Administrative and Student Information Systems Transformation Overview Last updated: December 12, 2017 OVERVIEW Envisioning Tomorrow s University Build a single, modern Enterprise Resource Planning system
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance & Administration and University Treasurer Camden Campus Center April 19, 2016 Agenda Transformation at-a-glance Financials Management
Administrative & Student Information Systems: Refresh Strategy & Roadmap
Administrative & Student Information Systems: Refresh Strategy & Roadmap Treasurer s Town Hall Mike Gower, SVP for Finance and Treasurer July 15, 2015 Purposes The integration with University of Medicine
Administrative & Student Information Systems Refresh: Phase I Project Update
Administrative & Student Information Systems Refresh: Phase I Project Update Treasurer s Town Hall @ Rutgers University New Brunswick J. Michael Gower, SVP for Finance and Treasurer September 21, 2015
BUSINESS PROCESS CHANGES
BUSINESS PROCESS CHANGES 1 What Does It Mean to Me? Greater Detail and Transparency Associated with Transactions Greater Ability to Control Expenditures Enhanced Reporting Capabilities 2 Administrative
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President, University Finance and Administration University Treasurer December 7, 2017 Camden Campus Center Today s Agenda Cornerstone Phase 1 Stabilization
BUSINESS PROCESS CHANGES
BUSINESS PROCESS CHANGES 1 What Does It Mean to Me? Greater Detail and Transparency Associated with Transactions Greater Ability to Control Expenditures Enhanced Reporting Capabilities 2 Administrative
Chart of Accounts Cross Validation Rules for Employee Charging Instructions, RU Marketplace, Purchase Order Lines
Chart of Accounts Cross Validation Rules for Employee Charging Instructions, RU Marketplace, Purchase Order Lines Before We Begin All callers have been placed on mute. If you have a question, please send
BUSINESS PROCESS CHANGES. Cornerstone Transforming the Way We Work at Rutgers
BUSINESS PROCESS CHANGES 1 What Does It Mean to Me? Greater Detail and Transparency Associated with Transactions Greater Ability to Control Expenditures Enhanced Reporting Capabilities 2 Administrative
Learning Spotlight Presentation #5. Are You Ready? Go Live Preparation and MTA Marketplace. November 16, 2016
Learning Spotlight Presentation #5 Are You Ready? Go Live Preparation and MTA Marketplace November 16, 2016 Overview of Learning Spotlight Topics The purpose of the Learning Spotlights is to educate end
Administrative & Student Information Systems Refresh: Phase I Project Update
Administrative & Student Information Systems Refresh: Phase I Project Update Treasurer s Town Hall Rutgers University Camden J. Michael Gower Senior Vice President for Finance and Treasurer December 11,
ARC System Upgrade. What s New with 9.2. Presentations: January & February 2017
ARC System Upgrade What s New with 9.2 Presentations: January & February 2017 Welcome and Introductions Presenters: Kate Sheeran, Executive Director, Finance HR, Training & Change Management Paul Reedy,
Approver Responsibilities Within PeopleSoft. A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016
Approver Responsibilities Within PeopleSoft A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016 Today s Agenda Why is the Approver Role so Important How to Receive the Approval Role
Exempt Absence Management
Exempt Absence Management Absence Management Request time off by department s method (email, calendar, etc.). At the end of the pay period, record any absences taken during that pay period through the
A presentation by. Queen s University Financial Services
A presentation by Queen s University Financial Services 1 Alternative formats for this presentation can be found on the Financial Services website. Website: Financial Services Training page Email: finance.training@queensu.ca
GeorgiaFIRST Financials Production Update WebEx
GeorgiaFIRST Financials Production Update WebEx Tuesday, November 14, 2017 10:00am- 11:30am Agenda Annual Oracle Maintenance Release 5.30 Release Schedule FPLAY Database Refresh Supported Browsers User
Grants Management in ConnectCarolina
Grants Management in ConnectCarolina For Research Administrators August 26, 2014 September 4, 16 & 23, 2014 1 Grants Management Suite Grants Accounts Receivable Grants Management Suite Contracts Billing
Administrative & Student Information Systems Refresh: Phase I Project Update
Administrative & Student Information Systems Refresh: Phase I Project Update Treasurer s Town Hall @ Rutgers University Newark J. Michael Gower Senior Vice President for Finance and Treasurer October 7,
Manager Self-Service Training
Manager Self-Service Training 1. Accessing Manager Self Service via the My UW Portal (my.wisc.edu): If the widget is not on your home screen, you can access it by clicking on the +Add more to home link
PROCUREMENT: HOW DO I PURCHASE OFFICE SUPPLIES?
PROCUREMENT: HOW DO I PURCHASE OFFICE SUPPLIES? Introduction The procedure for requisitioning and purchasing Office Supplies (such as paper, toner, pens and pencils, staples, etc.) can be completed online
Completing the Accounts Payable (AP) Redistribution Form For Expense Report (ER) or Procurement Card (PRC) Invoices
Completing the Accounts Payable (AP) Redistribution Form For Expense Report (ER) or Procurement Card (PRC) Invoices The steps below outline how to use Oracle to find the necessary information to complete
Daily Status Call December 20, 2018
Daily Status Call December 20, 2018 Agenda Celebrations Awareness and Information Items Known Issues/Defects Resolved Items New Items Celebrating OneUSG Connect The last payroll on the mainframe ran last
Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010
Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)
Accelerating Change: HR in the Cloud GENERAL SESSION. Rajan Krishnan Group Vice President, Product Development Oracle
Accelerating Change: HR in the Cloud GENERAL SESSION Rajan Krishnan Group Vice President, Product Development Oracle Digital Transformation HR in the Cloud Rajan Krishnan Group Vice President Product Development,
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President, University Finance and Administration University Treasurer May 17, 2018 Livingston Student Center Today s Agenda Welcome Middle States Accreditation
TV3146 Umoja Create Shipment Request. Umoja Create Shipment Request Version 3 1
TV3146 Umoja Create Shipment Request Umoja Create Shipment Request Version 3 Copyright Last Modified: United 28-April-15 Nations 1 Agenda Course Introduction Module 1: Umoja Shipment Overview Module 2:
Weekly Status Call November 8, 2018
Weekly Status Call November 8, 2018 Weekly Status Call Tuesday Tips Week of November 5, 2018 Tuesday Tips 11/5/18 Journal Posting to the General Ledger Tip 1: How can I improve the timing of my journal
Dennis McGuire Custom Solution Developer VI-32
Improve Collaboration with Vision Approval Workflows Dennis McGuire Custom Solution Developer VI-32 Agenda Approval Workflows Overview Planning the Approval Process Creating Approval Workflows Enabling
Manage Employee Access
University of Maine System PeopleSoft Financials 8.4 Manage Employee Access General Ledger Page 1 of 33 GL Inquiry Pages TABLE OF CONTENTS 1. OVERVIEW...3 2. EMPLOYEE ACCESS TO FINANCIALS...3 3. SETTING
SUPPLY CHAIN MANAGEMENT. BearBuy Shopper Training
SUPPLY CHAIN MANAGEMENT BearBuy Shopper Training Agenda 1. 2. 3. Introduction Concepts & Process Overview Shopping Catalogs Forms 4. 5. 6. BearBuy Demo Resources & Support Q&A 2 BearBuy Shopper Training
Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led
Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led About this Course This course provides insight and guidance to procurement and sourcing features
How to Requisition Non-Catalog Items. How to Check Out
How to Requisition Non-Catalog Items 1 Select Non-Catalog Request from the menu bar. Result: The Non-Catalog Request Page 2 Select the Item Type using the drop-down arrow. Then, complete the required fields
PeopleSoft Update Manager (PUM)
PeopleSoft Update Manager (PUM) October 2017 T h e m e e t i n g w i l l s t a r t m o m e n t a r i l y. S o u n d w i l l b e e n a b l e d o n c e t h e m e e t i n g b e g i n s. Compass Outreach Sessions
PeopleSoft Purchasing / Payables Accelerated Rel 9.2
PeopleSoft Purchasing / Payables Accelerated Rel 9.2 Duration: 5 Days What you will learn This PeopleSoft Purchasing / Payables Accelerated Rel 9.2 training explores both applications, beginning with the
Time Card Best Practices (Updated 1/22/2019)
Please review the following best practices to help HRS make sure that every employee receives a paycheck on the scheduled pay date. HRS needs help from each hourly paid employee, employee with benefits,
Supply Chain Encumbrance Report By GL Flexfield [SC-266]
![Supply Chain Encumbrance Report By GL Flexfield [SC-266]](/thumbs/75/72086535.jpg "Supply Chain Encumbrance Report By GL Flexfield [SC-266]")
Overview. The Supply Chain Encumbrance Report By GL Flexfield [SC-266], available to all General Ledger (GL) and Supply Chain (SC) users is an encumbrance report that reads Supply Chain data in the Purchasing
Overview Invoices to be entered through this program are invoices that do not have supporting purchase order or contract documents.
Invoice Entry Invoice Entry Objective This document provides instructions on how to enter an invoice into Munis that is not associated with a purchase order or a contract (i.e. a direct payment). It is
Financial Staff Manual
Financial Staff Manual Cash Transmittals Journal Entries TABERs Check Requests Purchase Orders Training Commitment Accounting Fund Sources Travel Orders Cash Transmittals Cash transmittals A cash transmittal
Yale Shared Services. Quick Guide to Procurement Inquiry. Procurement Inquiry
is a web-based tool that allows University employees to query and view the status of a requisition, purchase order, invoice, check request, VIP or supplier. Log into www.yale.edu/start or open the START
Navistar Direct Ship isupplier Portal. Supplier Education. September 19, 2012
Navistar Direct Ship isupplier Portal Supplier Education September 19, 2012 Thank you very much to all Suppliers for your support in the launch of the new Direct Ship ERP System 2 Insert PowerPoint Presentation
Umoja Cluster 4 Course Catalogue
Umoja Cluster 4 Course Catalogue 1 Course Curriculum Summary No. of Courses Training (hours) Total Curricula 72 596.5 1 Courses 18 37 2 Courses 5 10 3 Courses 49 549.5 2 Course Curriculum Summary No. of
Time Entry Student Employees. Overview
Time Entry Student Employees Overview This user s guide provides student employees step-by-step instruction on how to use my.fresnostate.edu to enter time worked. You should enter time each day that you
Controller s Office Actions
Controller s Office Actions Manage incomplete transactions for: o Payroll, payables, Banner, Student Accounts Receivable, FAMs, and Pinnacle interface issues o Scholarchip and clinical trials revenue o
NUFinancials PeopleSoft Upgrade
NUFinancials PeopleSoft Upgrade December 2013 Agenda Overview Fun Favorites and scrollable grids Training Opportunities Grants Reports Updates GL008 Improvements Cash Receipt Ticket (CRT) Changes Transaction
Compass 9.2 Changes by Module
Compass 9.2 Changes by Module Key Changes by Module The changes highlighted below are by no means all of the changes taking place with the Compass 9.2 Upgrade, rather a subset of major changes we thought
Invoice Imaging (Markview) User Guide
Invoice Imaging (Markview) User Guide Document Last Updated June 30, 2016 Financial Training Department 1 Table of Contents Objectives... 3 Overview of BEN Pays... 4 Features... 4 What is NOT imaged?...
Daily Status Call January 9, 2019
Daily Status Call January 9, 2019 Agenda OneUSG Connect Support Service Desk Update Updates to Faculty and Staff Guide Awareness and Information Items Known Issues/Defects Resolved Items New Items OneUSG
End User Training By Role April 21, 2004
End User Training By Role April 21, 2004 Role UF_AM_Custodian UF_AP_Inquirer UF_AP_VCHR_Processor Description Available Training Course Descriptions Holds physical custody (Instructions will be provided)
ApexPAF. User s Guide Version 1.0. Windows User Polk County BoCC 5/11/2017
2017 ApexPAF User s Guide Version 1.0 Windows User Polk County BoCC 5/11/2017 Table of Contents Introduction... 2 How to Login to/log Out of ApexPAF... 3 Appearance and Functionality... 4 Main Page...
PeopleSoft Financial Update & Roadmap
PeopleSoft Financial Update & Roadmap Delivering Continuous Innovation Amira Morcos Senior Director Oracle Product Strategy May 23rd, 2017 Copyright 2017 Oracle and/or its affiliates. All rights reserved.
Reference Guide. Student Self Service. Contents. Human Capital Management. Welcome to HCM! 1. Accessing the HCM System 1
Student Self Service Reference Guide Human Capital Management Contents Welcome to HCM! 1 Accessing the HCM System 1 Viewing Personal Information 2 Changing Personal Information 3 Accessing Payroll and
Employee Management Training Guide. P130 Employee Management: Basic
Employee Management Training Guide P130 Employee Management: Basic Certification Course Prerequisites This course consists of a hands- on guide that will walk you through the specifics of Acumatica s Employee
AP BATCH & INVOICE REVIEW OCTOBER 2015
AP BATCH & INVOICE REVIEW OCTOBER 2015 AGENDA AP Batch Process Budget Inquiry & Report for p-cards Purchasing Review AP Invoice Entry Substitute Vendors Credits Discounts Templates PO & Invoice Travel
Key Changes: Add/Update Purchase Order
Key Changes: Add/Update Purchase Order The purpose of this job aid is to provide a visual overview of the Add/Update Purchase Order pages in PeopleSoft version 9.2. The numbers on the images are associated
Next Change Network Roundtable
Change Network Roundtable February 16, 2017 Today 3:00-4:00 pm Kissam Multi-Purpose Room, C210 Next Change Network Roundtable Thursday, March 16, 2017 3:00-4:00 pm Kissam Multi-Purpose Room, C210 3:00-3:05
Concur Travel Expense Management System User s Guide
Concur Travel Expense Management System User s Guide June 2018 Welcome to Concur Travel Management System... 4 Concur Features and Benefits... 4 Concur User Roles... 4 Travel Policy and Guidance... 5 Access
Implementing Oracle s Fusion HCM Payroll at everge Group. March 21, 2013
Implementing Oracle s Fusion HCM Payroll at everge Group March 21, 2013 Session Agenda Session Overview o Introductions o everge Group Company Overview everge Group Implementation o Why Fusion HCM SaaS
Banner Human Resources 302 Web Time Entry User s Guide
Banner Human Resources 302 Web Time Entry November 2008 Welcome to... 3 Who Do I Contact For Help?... 3 Entering Bi-Monthly Time... 3 Approvals... 3 Logging Into EagleNET... 4 View Leave Balances... 6
TechMart Procure-to-Pay (P2P)
TechMart Procure-to-Pay (P2P) Where We Are Today Presented to: Campus by: Tina Lowenthal, Director of Procurement Services Genelle Vinci, Contracting Manager Joey Janssen, Accounts Payable Manager August
Weekly Status Call February 28, 2019
Weekly Status Call February 28, 2019 Session Topics Agenda USG Connect Trending Topics HR/UGAJobs Network Maintenance Payroll Encumbrances & Short Work Break Commitment Accounting Grants Management UGA
PS200 PeopleSoft 9.2. Presentation Date. Basic Navigation
PS200 PeopleSoft 9.2 Presentation Date Basic Navigation Basic Navigation The PeopleSoft 9.2 Basic Navigation course provides the training necessary to get you started in the upgraded PeopleSoft 9.2 Finance
Entering Time: Student Employees
University of Connecticut Entering Time: Student Employees Overview This job aid instructs student time reporters on the steps necessary to complete their timesheet. Student employees (Student Labor, Work
Project Overview. Summer Fall 2016
Project Overview Summer Fall 2016 U N I V E R S I T Y O F G E O R G I A Today s Goals At a high level: Why this project? Who is involved? When will it happen? What will change? How will it affect me? 2
Agency Readiness Team: MTA HQ / CC. October 11, 2016 Update
Agency Readiness Team: MTA HQ / CC October 11, 2016 Update 0 Agenda 1 Timeline 2 Grayout and Cutover Planning 3 Vendor Communications Plan & Portal 4 MTA Marketplace 5 On The Road Plan Update 6 Agency
Daily Status Call December 19, 2018
Daily Status Call December 19, 2018 Agenda Celebrations Awareness and Information Items Known Issues/Defects Resolved Items New Items Celebrating OneUSG Connect OneSource Website Traffic ~6,300 users on
SC110 Umoja Requisitioning Overview. Umoja Requisitioning Overview Version 12 1
SC110 Umoja Requisitioning Overview Umoja Requisitioning Overview Version 12 Last Copyright Modified: United 01-August-13 Nations 1 Agenda Course Introduction Module 1: Requisitioning in Umoja Module 2:
How to implement an ERP and still remain friends Cleveland Metropolitan School District & Navigator Management Partners.
How to implement an ERP and still remain friends Cleveland Metropolitan School District & Navigator Management Partners February 6, 2018 ERP Acronym that will Change a CIO (Career is Over) Introductions
Impacted Systems Kick-off. Joyce Lush Dick Bascom January 28 and February 2, 2016
Impacted Systems Kick-off Joyce Lush Dick Bascom January 28 and February 2, 2016 Objectives Introduce the Impacted Systems initiative Raise awareness of the work to be done yours and the Workday Program
Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12
1 JD Edwards Strategy and Roadmap Paul Santaniello Oracle 2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated
Where Do I Go to Enter Time on the Timesheet? Employees and Supervisors will log in to the My UW System portal at
University Staff Temporary and Student Employees NON LUMP SUM Timesheet Entry Guide Revised 06/21/2017 Where Do I Go to Enter Time on the Timesheet? Employees and Supervisors will log in to the My UW System
OneSource Process Improvements
OneSource Process Improvements Current Process OneSource Process General Organization, Access, and Usability Multiple data sources, processes,and information flows lead to duplication, fragmentation, and
PEOPLESOFT GLOSSARY. PeopleSoft Glossary
PEOPLESOFT GLOSSARY Account - The Account chartfield categorizes the nature of a transaction as a specific type of revenue, expense, asset, or liability. Accounting Date - The accounting date indicates
Dartmouth Medical School Finance Center Customer Job Aids Service Level A Departments
Dartmouth Medical School Finance Customer Job Aids Service Level A Departments Contact Information Primary E-Mail: DMS.Finance.@dartmouth.edu BER Submission E- Mail: Telephone: (603) 646-6484 Fax: (603)
Chart of Accounts and FINS 9.2 Upgrade Project Go Live Schedule and Deadlines
September 14, 2016 Communication #015 Distributed via FINS-FAST mail list Chart of Accounts and FINS 9.2 Upgrade Project Go Live Schedule and Deadlines Your assistance is requested to ensure we have a
Workday Update. August 26, 2014
Workday Update August 26, 2014 INTRODUCTION WORKDAY OVERVIEW & PROGRAM TIMELINE - 2 - Workday@Yale Strategic Objectives Simplify and standardize processes Make it easy to get work done and harder to make
R I T. Online Summer Salary Payment. Instructions. Rochester Institute of Technology. RIT Internal Use Only 4/26/ :34:00 AM Page 1 of 7
R I T Rochester Institute of Technology Online Summer Salary Payment Instructions RIT Internal Use Only 4/26/2015 10:34:00 AM Page 1 of 7 Overview: Summer Salary payments to RIT regular 9.5 month faculty
GENERAL INFORMATION MODULE-SPECIFIC INFORMATION ACCOUNTS PAYABLE (AP) MODIFICATIONS TO EXISTING BOR PROCESSES AND REPORTS AP Voucher Save
GENERAL INFORMATION Purpose These Release Notes are to inform PeopleSoft Financials technical staff and functional users of the scheduled 2.20 release of BOR functional application enhancements. NOTE:
Texas Tech University Health Sciences Center
Texas Tech University Health Sciences Center Finance and Administration Purchasing TechBuy Training SciQuest Powered eprocurement TechBuy (A SciQuest Powered eprocurement Platform) TechBuy, a shopping
Employee Self Service Participant Guide
Employee Self Service Participant Guide This booklet is for the personal use of only the individuals who are part of an organization that is currently subscribed to Workday and the Adoption Kit. You may
OneUSG Connect: Manager Self-Service
University Information Technology Services Technology Outreach OneUSG Connect: Manager Self-Service Starting on March 25, 2018 all employees use the OneUSG Connect system to request use of paid leave and
New Features 9.2 Payroll for North America and T&L. Laura Tramutolo November 13, 2013
New Features 9.2 Payroll for North America and T&L Laura Tramutolo November 13, 2013 Why Emtec? Table Stakes Proven Methodology & Approach Competitive Price Others will say good things (i.e. References)
Frequently Asked Questions: What do we do in accounts Payable?
Frequently Asked Questions: What do we do in accounts Payable? Review and create GMS contracts before routing for Main Campus approvals Review and approve Requisitions in GMS Review and approve Expense
Procurement Services Training Manual. An Introduction to eprocurement and GeorgiaFIRST Marketplace
Procurement Services Training Manual An Introduction to eprocurement and GeorgiaFIRST Marketplace 1 TABLE OF CONTENT Chapter 1: eprocurement and GeorgiaFIRST Marketplace Overview... 3 Benefits of epro
SC341 Umoja Requesting Services of Consultants and Individual Contractors
SC341 Umoja Requesting Services of Consultants and Individual Contractors Umoja Requesting Services of Consultants and Individual Contractors Version 18 Last Modified: 20 November 2013 1 Agenda Course
Navigating Firefly. Firefly Home Page
The Firefly business portal has been transformed! Applications are accessed by clicking on tiles from the Firefly home page and are displayed depending on your job responsibilities. Firefly Home Page Toggle
Welcome to the. HRIS Application 9.0 Upgrade Training
Welcome to the HRIS Application 9.0 Upgrade Training Purpose of Tutorial The purpose of this tutorial is to familiarize you with the changes that will occur with the HRIS Application 9.0 upgrade that occurs
Salary Transfer and Effort Certification Reporting
Labor Distribution Module Salary Transfer and Effort Certification Reporting To keep effort certification reporting and the Labor Ledger consistent, limitations are placed on the types of salary expense
ORACLE R12 IPROCUREMENT REFERENCE GUIDE
ORACLE R12 IPROCUREMENT REFERENCE GUIDE Table of Contents 1. Introduction 1.1 Introduction to iprocurement 1.2 What is iprocurement 1.3 Why we use iprocurement 1.4 Logging into iprocurement 1.5 iprocurement
Job Aid Administration of Consultants and Individual Contractors
Administration of Consultants and Individual Contractors Table of Contents Page Overview..3 Objectives...3 Enterprise Roles..3 Search for Business Partner (BP) Record Requisitioner.....4 Search and Request
Entering Time: Special Payroll Employees
University of Connecticut Entering Time: Special Payroll Employees Overview This job aid instructs special payroll time reporters on the steps necessary to complete their timesheet. Special Payroll employees
Understanding Manage Orders Acknowledge Purchase Orders
Understanding Manage Orders Acknowledge Purchase Orders Logging into the 3M supplier portal (Supplier Direct) will allow the supplier to enter Purchase Order Acknowledgements (POA) directly into 3M s system.