Updates on requisitions, PCard processes, justifications

Expense Preparers
If you are an Expense Preparer, please start in the Expense Report (skip My Wallet). My Wallet is designed for people who are cardholders only—those who are not Expense Preparers.

Expense Preparers can print a step-by-step guide on how to reconcile PCard transactions using the Expense Report. This Job Aid can be found here.

Description Field

PCard transaction justifications should be added in the Description field either in My Wallet (by the cardholder) or in the Expense Report (by the Expense Preparer). The Description field allows 254 characters and the justification should focus on the Why. Special characters should not be used in the Description field because it will cause the printing of the PDF Expense Report to fail.

Attaching Backup Documentation or Additional Justification

Both My Wallet (for cardholders) and the Expense Report (for Expense Preparers) will accept multiple attachments. If 254 characters of description are not enough for a “why” justification and any ChartField strings, attach a document containing the additional information along with the receipt.

Processing Credit Transactions

Credit transactions require that a description be entered into the Credit Reference field so the activity will process. Please enter information about the original transaction in this field and click <Ok>. The credit transaction will already be added to a new Expense Report and will no longer show in the list of My Wallet transactions. Once you return to the list of My Wallet transactions you can select additional transactions and click <Done>. You will now have the credit and any other selected transactions on an Expense Report for you complete and submit for approval. A Job Aid on credit transactions can be found here.

Finding Lost Transactions

Anytime a PCard transaction is brought into an Expense Report (ER) the ER is saved and a number is added. If you decide to process the transaction at another time, that transaction is still assigned to an ER.

• If you are a cardholder and think you are missing transactions, you can search for all transactions in My Wallet by clicking on <Transaction Status> changing it to <All Transaction Status> and click <Search>. If the transaction has been assigned to an ER there will be an ER number in the ID field on the right side.
• If you are an EX Preprarer and need to search for missing transactions for a specific cardholder you should go to Employee Self-Service > Travel and Expense Center > Expense Reports > Create/Modify and search for an Existing Value and search by Empl ID. Most likely the missing transaction will be on a blank ER.

Using the new final grade entry process

As the semester continues after the launch of the Upgrade, many upgraded systems will be used for the first time. For example, in the next few weeks faculty, instructors, and their proxies will use the new final grading process. As part of the Upgrade, the University’s custom developed grade entry applications were retired and are no longer available. Faculty, instructors, and their proxies will now enter grades by utilizing the MyU: Teaching tab. Here are some highlights of the change and some helpful tips for grade entry.

Verify access to grade rosters

Faculty, instructors, and their proxies should verify that they have access to all of their assigned grade rosters before the last day of instruction. To do this, access your Faculty Center in the MyU: Teaching tab and view the Grade Rosters for the classes you teach. When grade rosters are created (generally about twelve days before the last day of the term), those with access will see an icon that looks like a person inside a square next to the class in Faculty Center. Click that icon to view the roster. If you do not see the grade rosters you expect, please contact your department scheduler.

Class rosters and grade entry for courses owned by the School of Public Health are available only through the School of Public Health grading system. Faculty within the Medical School and the Law School typically do not access their grade rosters electronically and should contact their administrative support if they have questions.

Uploading grades directly from Moodle

Final grades entered in Moodle can be transferred directly into the grade roster within the Faculty Center. This guide to uploading gradebooks from Moodle to the final grade roster in PeopleSoft outlines the process. Those using this option should make sure that the final grade roster has been created prior to uploading from Moodle. It is important to note that once the grades have been transferred, they still must be reviewed and approved in Faculty Center.

New “NR” grade replacing grades that are left blank

Once the grading deadline has passed, a new grading mark, NR (Not Reported), will be given to students who are not assigned a grade by their instructor. The NR will be treated like a blank grade was in the previous system (e.g., zero grade points, zero credits).

Additional resources available on One Stop Faculty website

How-to guides on entering grades, making changes to grades, and more are available in the Grades section of the One Stop Faculty website. Grading due dates, frequently asked questions, and grading and transcript policies are also available.

Tech tips

• A good first step for those encountering difficulties is to clear their browser’s cache.
• Browser type and version can affect grade entry. Those having trouble should try updating their browser or using another one. 
• Grade entry will work on mobile browsers (e.g., phones, tablets). Some pages have been designed to respond to multiple screen sizes, and some have not. Non-responsive pages should still function, but may be less aesthetically pleasing and could present anomalies. 

New University Employment Site Launched

The University of Minnesota new employment site is up and running and already it has 1,000 registrants and 198 created job openings. With the new system, applicants now have the ability to conduct a Basic or an Advanced Search. A Basic Search can be by keyword(s) or job opening ID (formerly known as the requisition number). An Advanced Search provides the ability to refine search options. This includes keyword(s), department name, job opening ID, regular or temporary, full-time or part-time, shift worked, and/or pay. Below are some tips for searching the new job site:

• Search by job opening ID, if possible. Using the job opening ID returns the specific job opening only.
• Use the Advanced Search – enter department name, if you know the name of the hiring department.
• Keep in mind that using multiple parameters may limit search results; consider searching by using one search parameter at a time (i.e. all full-time openings, all openings at a given location).
• Use generic key words to cast a broad net for job openings (i.e. cook, business, finance, teaching, research, service).

New system functionality allows applicants to save searches and receive notifications of new job postings that match their search results. Applicants must have entered an email address in the site’s personal application data to receive notifications via email. For more information about the new employment website, please contact the Job Center at 612-624-UOHR (612-624-8647 or 800-756-2363) or email employ@umn.edu.

Class search and course catalog information

University students, faculty and staff—as well as the public—can view the course catalog and class search information post-Upgrade.

Members of the public, and University students, faculty and staff can view the course catalog and class search at z.umn.edu/publiccoursecatalog and z.umn.edu/publicclasssearch. If you would like these links as favorites in MyU, select “Favorites” from the MyU header, then select “Add external link.” A window will open where you can add the desired URL.

Each campus has links for the course catalog and class search posted publicly:

• http://www.catalogs.umn.edu/  (information for all campuses)
• Crookston: http://www3.crk.umn.edu/onestop/registration/index.html
• Duluth: http://www.d.umn.edu/onestop/index.html (see the “Tools” section under “Quick Links”)
• Morris: http://onestop.morris.umn.edu/ (see the “Tools” section under “Quick Links”)
• Rochester: http://www.catalogs.umn.edu/rochester/index.html and http://r.umn.edu/one-stop/students
• Twin Cities: http://onestop.umn.edu/  (see the “Tools” section under “Quick Links”)

Another option faculty and staff have for similar information is the Course Enrollment Report (PDF) within the Reporting Center. That report can be used to:

• view schedule and enrollment information for classes offered within a subject area at an institution for a term
• monitor enrollments by class section 
• view reserve seat capacity
• view total number of enrolled students
• view percent full per section. (Combined section information is also listed below each class section).

Students 

Current students have the links for class search and course catalogs in MyU in the Academics tab. Students with questions can use the class search how to guide.

Faculty and instructors 

The links for class search and course catalogs will be available in your Teaching tab of MyU as soon as a technical issue is resolved. Additionally, if you navigate in MyU > Teaching tab > Faculty Center, you will find class search there. For more information, see the Faculty Center guide.

Advisers and other staff 

If you have the My Advisees tab, you will soon see links for the class search and course catalogs in this tab; those will be added once a technical issue is resolved. You can also favorite the public class search and course catalogs in MyU as described above.

Did you receive an error message? 

[The error described below has been fixed. If you are still experiencing problems, contact help@umn.edu.]
There was a technical issue for some faculty and staff that prevented the public class search and course catalog links from working when already logged into MyU. If you experience this issue, open the links in a browser where you are not logged into any University system (e.g. email, MyU, APLUS). This issue has been resolved.

Tips for using the new Class Search

• The default setting is to show only open courses. To see all courses, remove the check box for “Show open classes only.” We also recommend filling in the campus field if you do this. 
• To see online courses, use the “Mode of instruction” field near the bottom of the page.
• To see classes that are lectures, labs, or other formats, use the “Course Component” field near the bottom of the page.

If you have questions, please contact the ASR Training & Support Team at srhelp@umn.edu or 612.625.2803.

Supply & U Market Ordering

We are resolving problems with the requisition process regarding U Market orders and requisitions for non-U Market suppliers. Caused by a system defect, these issues are made worse by the high transaction volume. The two main issues are:

• "Page data inconsistent" errors when attempting to save/submit a requisition
• Invalid row number on requisition lines

Representatives from Oracle (the PeopleSoft software supplier), SciQuest (the U Market software supplier), and University staff are working around the clock to resolve these problems.

We have a large number of help tickets open for these issues and cannot respond to each individual inquiry. Once the issues are resolved, we will send an email to everyone.

Other known issues

Printing orders

Right now, no one other than a procurement specialist may print a PO. The email confirmation to Requisition Preparers has a broken link to print the PO. We are researching how to best address the issue.

The "missing" Modify Line Shipping Accounting button

We decided to remove this button from the system because Oracle replaced this feature with a new "mass change" button. Unfortunately, this does not work for any Oracle customers so they are working on fixing this as soon as possible. Once Oracle provides the update, we will roll it out to all requisition preparers so you can again modify more than one line at a time. We apologize for this inconvenience, affecting approximately 5% of University orders (even though it’s a small percentage, it is a large number of orders).

Catalog information not passing to supplier on PO

Please be aware that for a small number of orders, the catalog item number from the supplier is not being included on the PO. We are actively working on this issue. If additional steps are needed related to any of these orders, you will be contacted directly.

Lost U Market Carts

Helpful Tip: If you have lost a cart in U Market, log in to U Market, and then look for the shopping cart icon in the left-hand maroon bar. Select the cart, then select My Carts and Orders, then select View My Orders (Last 5 Orders). A list will appear of your last five orders.

Thank you for your patience while we resolve these issues related to our Upgrade.

Status messages for these and any other Upgrade-related issues are posted on upgrade.umn.edu.

Learning Labs for HR, Finance Staff Continue Through June

Open Learning Labs for Human Resources and Finance staff will continue through June in WBOB Room 531. The labs are drop-in sessions and offer a terrific opportunity to ask questions and work in the new system. No RSVP is required but would be appreciated from Finance staff to ensure enough trainers are available (email: orgeff@umn.edu).

Here is the current lab schedule. Please bring your own work examples and DUO token or smartphone to the labs to log-in to the production environment. Otherwise, there is a training environment with training ID log-ins and exercises that will be available.

The labs are being staffed by members of the Training Services team, and Business Process Owners often stop in to help answer more detailed questions. Please drop by one or more of the labs soon; plenty of space is available.    

Amanda Wolford (standing) of Training Services works
with Shannon Murphy during a recent HRMS Learning
Lab at the West Bank Office Building.

Q&A: My Wallet for EX Preparers and cardholders

Update: On April 26 a fix was put in place to address part of the problem of people being able to see unreconciled activity in My Wallet but not being able to see it on the Expense Report. There are two steps needed to address this, one is finished but there is one more step that is scheduled to take place on April 27 to complete the fix. If you are able to see unreconciled activity in My Wallet but not on the Expense Report, this should be resolved fully by April 28. Thank you for your patience.

Q: I know there are six transactions in My Wallet for a cardholder but the I (EX Preparer) can only see one transaction, why?

EX Preparers will not be able to see My Wallet transactions if the cardholder has checked any of the boxes (on the left side of each transaction) in My Wallet.  If this happens EX Preparers should contact the cardholder and ask them to uncheck all of the boxes.  

Q:  I am a cardholder and am wondering what is the checkbox for in My Wallet?

Cardholders should not check any of the boxes in My Wallet.  If any of the boxes are checked the EX Preparer will not be able to see the transaction to bring into an expense report to reconcile and submit for approval.

Once the boxes have been unchecked, the cardholder may need to click on the Expense Type icon and type in the description field in order to update and save the transaction.  The cardholder should click Return to Search and go back to My Wallet to ensure the check box is still unchecked.

Download a pdf detailing the fix. 

Upgrade your browser

Use the most recently released version of your browser to have the best experience with upgraded PeopleSoft applications. Every browser has some limitations -- see the Oracle Browser Compatibility Guide for details. 

Click here to learn how to upgrade your browsers.

Here are some of the known browser issues:

• Firefox and Chrome use rapid release update schedules and may experience anomalies until PeopleSoft adjusts for new versions. 
• PeopleSoft Applications may perform differently or exhibit different behavior between Internet Explorer, Chrome, Firefox, and Safari browsers. 
• PeopleSoft will work on Mobile browsers, but not all pages have been designed to respond to multiple screen sizes. 

Learn how to use the Reporting Center

In the new Reporting Center in MyU, you will be able to access enterprise reports from UM Reports, UM Analytics, and PeopleSoft. Report categories include Finance, Research, Physical Asset Management, HR Management, and Student Services.

Find the following tips and more in this easy-to-use Anatomy of the Reporting Center:

• You can filter reports by title. 
• Put your commonly used reports in My Favorites by clicking the blue start next to the report title.
• Hovering over report titles will display descriptions and business rules.
• Clicking the "i" icon will open a Help document specific to that report.

Confirming Your PS Access in the Updated Systems

If you are able to view, but not to add or update content starting Monday, your access rights may have been modified during The Upgrade. First, ensure the following: 

• You have access to PeopleSoft. 
• You should see 'PeopleSoft' listed under 'Key Links', see image below.
• Did you take all training required before Go Live? 
• If not, access may be limited or revoked.
• Confirm your level of access with your supervisor.

If you have PeopleSoft access, took the required trainings, and confirmed with your supervisor that you should have add/update access, you will need to complete a new Access Request Form. For Student System (ASR) access concerns, contact srhelp@umn.edu.

How the class waitlist process will work after the Upgrade

The class waitlist process is undergoing some major process changes as a result of the Upgrade. We would like to provide some additional information and resources to guide you and your students through this transition.

Background

Currently, students usually find an alternate class, add themselves on the desired class waitlist if one exists, and wait for a spot to open up. If a seat becomes available, they would be invited to enroll in the class from the department offering the class. The invitation includes a permission number that allows them to register. With that in hand, they then have the opportunity to adjust their enrollment to avoid time conflicts before registering for the desired class.

What’s changing?

The new class waitlist process eliminates the invitation step and automatically enrolls students when seats open. Students will receive an email if they are successfully enrolled from the waitlist. However, this auto-enroll process will not complete if the student was added to the waitlist and is enrolled in another class that has a time overlap. Instead, they will receive a notification alerting them that there was a conflict. The student can then resolve the conflict by dropping the other class before the auto enroll process starts again.

Along with the auto-enroll class waitlist process, the University will begin using delivered functionality that allows students to have the system automatically drop them from a conflicting class if a seat becomes available for them. Rather than placing themselves to the waitlist from the “Add” function, they will use the “Swap” functionality in the enroll tab. This will place them on the waitlist (that can be prioritized by faculty or departments), but in a way that tells the system to drop them from the conflicting class if a seat becomes available for them in the desired class.

What’s the timeline?

• During the systems interruption (approximately April 10-20): Students will be unable to add or remove themselves from waitlists. An email will be sent the week of April 13 to Twin Cities students who are currently on a waitlist informing them that they will be unable to add or remove themselves from a waitlist during the system down time and what the process will be after the Upgrade. They will be directed to the how to guides on the One Stop website and to contact One Stop (or the Office of the Registrar in Crookston) with any questions. 
• After go-live (April 20): The new auto-enroll process will start on Friday, May 1 for the Twin Cities campus. Students on a waitlist approximately two days prior to this will receive an email stating that the process is about to start, and if they do not wish to be auto-enrolled, they need to remove themselves from the waitlist immediately.

Resources

For students

How to swap classes
How to future swap classes
How to enter a permission number
How to add yourself to a class waitlist

For staff and faculty

Waitlist and Auto-Enroll UPK

MyU Preview: Teaching Tab

MyU Preview is a series giving a peek into pages within the new MyU. Keep in mind that MyU content is still in development and some things will be updated between now and Go Live.

If you teach, after the Upgrade goes live, class permissions, grade rosters, class lists, and Moodle will be available in real time. The Faculty Center combines separate systems -- Final Grade System, Supplemental Grade System, and Midterm Alert System - for ease of operation, as well as the ability to import from Moodle. Click image to enlarge.

Previously:

• MyU Homepage (revised)
• Research Tab
• Faculty Career Tab
• Academics Tab 
• My Finances Tab
• HR Tabs
• Purchasing Tab
• U Finance Tab
• Reporting Center

Clearing Cache and Cookies

Sometimes your colleagues will not be able to access the new system pages. The most common cause for this problem will be un-cleared cache. This means that the computer is storing outdated snapshots of former web pages, and they need to be cleared out so the new pages can load.

Many times the fix is as simple as hitting the “Refresh” button. But if that doesn’t work, you can clear cache for a specific browser, and clear cookies too, by following the steps outlined in the online resources below.

How to Clear Cache and Cookies in Firefox

http://it.umn.edu/how-clear-cache-cookies-firefox

How to Clear Cache and Cookies in Safari

http://it.umn.edu/how-clear-cache-cookies-in-safari

How to Clear Cache and Cookies in Internet Explorer

http://it.umn.edu/how-clear-cache-cookies-internet

How to Clear Cache and Cookies in Chrome

http://it.umn.edu/how-clear-cache-cookies-chrome

Prepare for Cutover

Since The Upgrade involves updating several complex systems in sequence, the systems cutover period will be longer than previous upgrades. Scheduled for April 10 - 20, PeopleSoft and related systems will be unavailable or in view-only mode. Here is how to prepare:

Human Resource Systems

• Review HRMS cutover guide, timeline, and blog on HR systems impact.
• Take HR systems training as appropriate.

Finance Systems

• See cutover details for Finance Systems, such as purchasing and budget deadlines, urgent PCard purchases, and department procedure changes.
• Take Finance Systems training as appropriate.

Student Systems

• See Student Systems Cutover FAQs, which include information on registration, admissions, and transcripts.
• See student-related Key Dates & Deadlines and systems interruption details.
• Take Student Systems training as appropriate.

Portal (myU and MyU)

• The current myU will be available during cutover, but some linked systems may be down.
• View MyU training materials.

Reporting

• Read what to know about reports before, during, and after The Upgrade.
• View Reporting training materials.

Important Notice

The systems may be temporarily slow during the early days after launch because they are pulling in upgraded access profile information. Plus, the backlog of work will likely cause high traffic. So, expect things to take longer, and be patient as you learn new navigation and processes.

Improved recruiting and job search for candidates and managers

The Upgrade will usher in a better job search and hiring experience for applicants, employees, and hiring managers with new PeopleSoft functionality called Recruiting Solutions. Here are some of the benefits:

• Creating a position, posting a job, recruiting, hiring, and onboarding will be captured in a seamless process.
• More user-friendly search capabilities will improve the job seeker’s search and application process.
• Job seekers will also receive more frequent and personalized communications, and they can save their searches to use for future openings.
• Recruiters and hiring managers will have a dashboard that provides analytics about their job openings and easy navigation to review applicants and manage openings.
• After a hire takes place, the HR system will pre-populate data to streamline the process of creating a permanent position record that starts employment and helps trigger important onboarding activities, such as enrollment in the time and absence management system, assigning internet identification, obtaining parking, and other important tasks that support a successful start at work.
• University employees searching for jobs will use the new MyU portal, while external applicants will access Recruiting Solutions from the OHR website.
• Applicants who have previously used the University’s employment site don’t need to reapply after the upgraded systems launch, but everyone will need to re-register to apply for new jobs. To make it easier to re-register, print or digitally save past applications, résumés, references, or other application materials before April 10.

The New MyU for Employees

Take a look at new features and changes for employees in the new MyU.

Part 1 covers the basic features for employees: Announcements, My Time, My Pay, My Benefits, Purchasing, My Info, and Reporting Center.

Part 2 looks at features for those who have special roles at the U: managers, supervisors, advisers, instructors, researchers, and finance staff.

All of these features will be available at myu.umn.edu when the Upgrade goes live April 20th.

Brown Bags for FSUN members during cutover

The Financial Systems User Network (FSUN) will be hosting three brown bags during the Upgrade cutover. All three of these brown bags will be available to see in person or online. FSUN members can register online at z.umn.edu/fsun.

April 13, 2015 Uniform Guidance

Nicole Pilman, Uniform Guidance Implementation Coordinator, will be speaking from 1-2 pm on Monday, 4/13/15. This brown bag will be held at Anderson Hall RM 270. Some topics to be discussed include:

• Background on purpose of Uniform Guidance
• Overall implementation plan of Uniform Guidance
• Status of federal rollout of Uniform Guidance
• Uniform Guidance terms with greatest impact to University
• Review of proposal and sub award PI Quick Guides

April 14, 2015 Effort Certification 101

Don Hammer, a Grants and Contract Professional in SPA, will be speaking from 10-11am on 4/14/15 about Effort Certification. It will be held at Anderson Hall RM 270. Some topics to be discussed include:

• Basic Introduction: Effort 101
• Updated salary cap information
• Three email warning policy around effort certification
• Q&A

April 14, 2015 Accounts Receivable

David Laden, Director of Nonsponsored Accounts Receivable, will be speaking from 1:30-2:30pm on 4/14/15. It will be held at Molecular and Cellular Biology RM 2-122. Some topics to be discussed include:

• Accounts Receivable tips and reminders
• Best practices
• Accounts Receivable monitoring
• Collection process
• How up-front EFS entries affect the entire Accounts Receivable process.
• Upgrade changes

After the Upgrade: Getting to Mail and Moodle through MyU

A new MyU is launching as part of the PeopleSoft Upgrade on April 20. It will be available at the same address as the current myU: myu.umn.edu. The new MyU is role-based, with a personalized interface based on what you do at the University. MyU brings together links and information to help faculty, students, and staff get business done at the U.

Will I still be able to access my University email account in MyU?

Yes! Just use the link in the upper right of the new MyU. Alternatively, you can always access your University email account at mail.umn.edu. You’ll need to log in with your Internet ID and password.

Can I still get to my Moodle course sites?

Yes! Look under “Key Links” in the new MyU. Alternatively, visit moodle.umn.edu. Then you'll see all the Moodle course sites you have access to in the Moodle Kiosk on the main page.

Questions? Email upgrade@umn.edu.

Reports before, during, and after The Upgrade

Here are details on how report users can prepare for the systems interruption, April 10-20, and what to do after upgraded systems launch on April 20.

Before and during the cutover:

• See changes to UM Reports, UM Analytics, and PeopleSoft reports.
• Document favorite/bookmarked UM Report links now since they will not work after The Upgrade.
• View Reporting training materials.
• During cutover, UM Reports will be available with data as of April 9.
• Encumbrances related to payroll and fringe activity will be zeroed out before cutover and will remain at zero until after the next payroll runs on April 29. If you need April encumbrance amounts for payroll and fringe, run reports on April 7, before 4:00 p.m.

On and after April 20:

• The new Reporting Center will consolidate UM Reports, UM Analytics and PeopleSoft reports. 
• The UM Reports homepage will redirect to: MyU > Key Links > Reporting Center.
• Check the "as of" date on each report to see when data was updated.
• Follow these instructions if you have trouble with pop-up blockers.
• Printing experiences may vary by browser. If your browser window does not show a printer icon, use Ctl-P to initiate printing.
• View the UM Reports list to determine if a report was updated, replaced, or retired. Retired reports will not appear.
• Everyone can see all report links, even if they don't have access. Trying to run a report without access will generate an “access error” message.
• Important updates will be posted on the Reporting Center homepage.

Finance Advance Team Spotlight: Madonna Monette

This spotlight is on Finance Advance Team member Madonna Monette, Chief Financial Manager for U of M Extension. Advance Team members are unit-specific people who have volunteered to receive advance materials and information to help their colleagues during The Upgrade transition.

Is The Extension ready for The Upgrade?

With regard to Finance, I would say we are “near-ready.” MN Extension has more than 500 employees, many of whom wear a lot of different hats, so getting our organization prepared for The Upgrade is a daunting task. There’s a lot of information to absorb, and people just want what is specific for them. This is why The Upgrade website has been so helpful – it’s organized so you can find useful information relevant to you. I believe many folks are informed on what The Upgrade is and entails but they still need time to take their training.

How are you helping the Extension prepare?

I feel privileged to be part of the Advance Team, a role I take very seriously. There’s a real benefit to being on the front line of discovery and preparation. I can give voice to ideas and concerns on behalf of my community.

We have focused on keeping things as easy as possible. We aim for clear, streamlined organizational processes with local implementation and individual accountability.

It’s important for us to be knowledgeable about how The Upgrade will impact the people we serve. I’ve been a human sponge (in addition to my regular job), soaking up information, figuring out how it applies to our area, and then making sure we know how to help people when the time comes.

How has the process been going?

The partnerships with the Extension Human Resources and The Upgrade have been great. We couldn’t be successful without people like Carrie Meyer in EFS. We process about 800 travel reimbursements every month and manage PCard activities. We’ve worked specifically with Purchasing and HR to deliver a great webinar with targeted, applicable information, on PCard, My Wallet and MyU. Extension Finance, HR and Communications are teaming together to continue to provide targeted communication to our community.

Any advice?

We think we know how it will all work but going live can bring new challenges. People are going to have different needs. We need to be prepared to be flexible and patient as we will likely experience difficulties. For myself, I try to have a calm demeanor, convey a sense of urgency without panic, and share a lot in translating what is applicable to our Extension community.