Welcome to

What is

• “UT Share” identifies a project that provides solutions to support unlimited possibilities across the UT System.

• PeopleSoft HR/Finance Implementation is a UT Share project.

PeopleSoft HR/Finance Implementation is being shared by

Project Mission & Vision

The mission of UTShare is to implement a common, standard HCM & FMS system and auxiliary support systems that provide access to accurate, timely, and relevant data while using recognized best business practices in a shared services environment in support of the University of Texas system.

UT Tyler Steering Committee• Sheryl Dennis• Mary Fischer• Diane Garrett• Sharon Helms• John Kirkpatrick• Holly Landers• Greg Mekalip• Joe Vorsas

• Michael O’Dell• Rick Peterson• Dr. Randall Powell• Janet Robertson• Katy Cline• LouAnn Viergever• Dr. Sherri Whatley• Brandon Reynolds

What’s Changing?• Peoplesoft facilitates and integrates all business

functions, including:

• Human Resources, Benefits, Payroll

(HCM/ Human Resources Management)• Accounting, Accounts Payables, Purchasing, Inventory

Management, Financials & Management

(FMS/ Financial Management System)

UT Tyler Technical/Dedicated Project Team

• Jimmy Cook – Technical Support• James Reed – Technical Support• Diane Garrett – Security• Chris Green – Security • Janet Robertson – Security• Jessica Miller - Project Assistant, Portal • Greg Mekalip – Project Manager• Sharon Helms – Project Manager

What does moving to PeopleSoft mean for ME?

Through the myUTTyler portal all employees can: • Job Search• View Compensation history• Update personal information• Add Direct Deposit• Request an Absence (classified/A&P employees)

HR/Finance Past HR/Finance Present

HR/Finance Future

UT Tyler Data Validation Team

• Julie Hicks• Cheryl Martin• Rick Peterson• John Kirkpatrick• Wendy Minix

• Ron Rippe• Greg Mekalip• Karen Lutes• Katy Cline

Budgeting will be integrated through Hyperion and offers

• Access to your application, your reports, and your budget w/ a single sign-on

• Includes MSOffice Integration: Word, PPT, Excel, and Outlook• Look and Feel is similar to Windows, so…Easy to Use

PeopleSoft is

• Flexible• Easy to configure / change• Powerful• Fully web enabled• A more advanced system that offers more features/tools

Reporting

Available financial (FMS) reports include: •Federal, State and Coordinating Board reports•Critical Operational reports•HUB reports

Available HR (HCM) reports include: •Federal, State and Coordinating Board reports•Critical Operational reports

Reports can be exported into excel!

Reports that currently run out of DEFINE are being analyzed to see if they need to be reproduced out of PeopleSoft.

UT Tyler Dedicated Project Team - HR

• Mark Clements – HR Lead HR/Recruitment • Lynne Bandy - Benefits• Amy Clem - Benefits, Absence Management• Shannon Chandler – Payroll/ Time & Labor • Joe Vorsas - Reporting

When are we moving?

• April 1, 2013 Implementation• Financials and Budget• Human Resources

As we prepare for training, it is important to remember that even though “how” we will do something in PeopleSoft is different from how we do it today, we will still support the same business processes and functions.

UT Tyler Training Committee• Faye Ingram – Training Lead• Holly Landers - Finance • Lisa Wyatt - Finance• Katrina Smith – Finance• Kristy Adams - HR• Karen Chudej – HR

Training Timeline• January 2013

Begin Faculty/HR/Financial Training• March 15, 2013

Refresher Training / Practice Time in System for End Users• April 1, 2013

PeopleSoft & Hyperion Go Live

Training will be ongoing; beginning after the first of the year and continuing through the Go Live date.

Training will be

• In-person (small groups) and on-line

• by Roles (ie customized for the end user)

• conducted by SMEs (Subject Matter Experts) and those extremely familiar with PeopleSoft

UPK-User Productivity Kit

UPK is the PeopleSoft training player used IN ADDITION TO in-person training.

End users will be able to • learn via interactive, web-based simulations• have access to on-line context-sensitive help • train at their own pace • review from their own workstation

Study guides will be available

on-line and in-print

 Each employee can enter their time on-line via desktop computer, smart phone, iPad, or laptop.

Leave taken will be reported in the system by the employee and approved by the employee’s supervisor.  An employee can adjust their leave taken in the system until payroll runs.  Any adjustments that need to be made after payroll has processed will need to be made manually by the Absence Management (AbM) Administrator.  The designated AbM Administrator will monitor leave reports to make sure there are no errors prior to payroll running for each payroll period

Time & Labor

UT Tyler Dedicated Project Team - Finance• Carrie Clayton – Finance Lead General Ledger• Cindy Troyer- Expenses/AP • Debbie Gibson - Grants

Brenda Bowie - Asset Mgmt • Penny Tiner – Purchasing• Donna Beddingfield – Project Costing• Sheryl Dennis – Change Mgmt.• Kristy Adams – Change Mgmt.• Faye Ingram – Training Coordinator• Greg Mekalip – AR, Contracts• Wendy Minix – Financial Reporting• Phil Smith – Treasury• Ron Rippe – Commitment Accounting, Commitment Control• Janet Robertson – Commitment Control

IF

You are a Define User

AND

You have never logged into PeopleSoft

Have we got a deal for you!Coming in November “Jump Start Friday’s!”  Send an e-mail to AskUTShare@uttyler.edu with “Jump Start” in the subject line and we will contact you about a convenient session that fits your schedule. Jump Start Friday will teach you in 45 minutes or less: How to Log In to PeopleSoft How to navigate in PeopleSoft PeopleSoft terminology

• Write them on the back of a large pretzel and drop them in the basket by the door

OR • email askUTShare@uttyler.edu

Have Questions?

Look for updates via e-mail coming soon including: • More training info and schedules• UTShare website

THANK YOU for coming to