ESUP Finance Workstream: Good news for people using EFS!

The upgrade team is working on one web page everyone can visit to prepare for the upgrade. Most people will be able to complete all of their EFS upgrade preparation online.

The upgrade of EFS is scheduled to launch (or “go live”) in February of 2015 for all of the PeopleSoft enterprise systems. Right now, staff with the following roles will have to do a bit more work than everyone else to get ready: PCard reconcilers, PCard approvers, travel & expense preparers, and travel & expense approvers.

Both the PCard and travel related activities may continue to be performed by separate individuals or the work may be combined into one role within units, once the upgrade takes place. Please discuss your role(s) with your supervisor or manager before planning to take the additional training. Your RRC manager and EFS cluster director will ensure you have EFS access appropriate to complete your assigned work. After the upgrade, PCard reconciler and approver security roles will cease to exist (they will be part of being a travel & expense preparer or approver). Details of the approval configuration for PCard activity will be available closer to the launch date for the upgrade.

PCard reconcilers and approvers:

• Do this now (optional): Watch the sneak peek about PCard.
• Do this soon (required before February 2015): If you have not already done so, complete this training:
• Preparers: Travel Authorization & Expense Reimbursement in-person course and related assessment.
• Approvers: Travel Authorization & Expense Approvals online coursework and related assessment.
• When it becomes available (required before February 2015): You will have to complete one online training course that covers the changes to Travel & Expense functionality. And there’s no assessment!

Travel & expense preparers and approvers:

• Do this now (optional): Watch the sneak peek about PCard.
• Do this soon (optional): If you have not already done so, consider completing the PCard reconciliation or approving coursework or review the related materials looking specifically at policy-related information.
• When it becomes available (required before February 2015): You will have to complete one online training course that covers the changes to Travel & Expense functionality. And there’s no assessment!