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Showing posts with label PeopleSoft. Show all posts
Showing posts with label PeopleSoft. Show all posts

Thursday, April 16, 2015

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.

Wednesday, April 1, 2015

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.


Wednesday, February 4, 2015

Readiness Survey Help Units Prepare for The Upgrade

A new readiness survey will help University communities prepare for The Upgrade. Piloted by the College of Liberal Arts (CLA) and the Office of Human Resources (OHR), the survey is an easy-to-use checklist for preparation, and delivers helpful data on unit readiness.

The survey can be used as-is with data recorded into Qualtrics for analysis, or units can customize the survey and conduct their own assessments. The survey will be distributed to units in mid-February.

Readiness Surveys Show Progress and Gaps

The pilot surveys achieved very strong participation, with a 90% response rate in CLA, and a 55% response rate in OHR, despite the latter pilot being conducted over the two weeks that included the holiday break. Responses showed that University employees are making steady progress in preparing for The Upgrade, but more preparation is needed.

Here are a few of the findings from the OHR pilot, which was sent to HR Leads, HR Stars, and OHR Employee Relation Consultants:

Pilot Survey Findings: Strengths

  • Respondents are aware of training and how to prepare
  • Respondents are comfortable with time and absence management changes
  • Respondents are aware of changes to payroll accounting

Pilot Survey Findings: Opportunities

  • Supervising faculty need training on how to approve and delegate time and absences in the upgraded system
  • Faculty need to be ready to handle student registration questions

If you have questions about the survey, contact Norm Schultz at schu3371@umn.edu.

Tuesday, November 4, 2014

See how the PeopleSoft Upgrade will affect students

Interested in learning how the Upgrade will affect students? Attend one of the several Student Experience Previews held on each campus. The sessions will include demonstrations of class registration, bill payment, and viewing financial aid. Also covered will be how MyU and the One Stop website will work together after the planned upgraded systems launch in April 2015*.

These sessions were created for those who support students (e.g., advisers, student services staff). Previews for a student audience will be available in January and February. No need to register, just come when you can!



Crookston
  • Wednesday, December 3, 2-3 Bede B-E
Duluth
  • Wednesday, December 3, 10-11
    Griggs Center
  • Thursday, December 4, 1-2
    Griggs Center
Morris
  • Monday, December 1, 1-2 109 Imholte Hall
  • Monday, December 1, 3:30-4:30 109 Imholte Hall
  • Tuesday, December 2, 9-10 109 Imholte Hall
  • Wednesday, December 3, 1-2 109 Imholte Hall
Rochester
  • Tuesday, December 2, 10-11 (location, TBD)
  • Wednesday, December 3, 1-2 (location, TBD)
Twin Cities
  • Wednesday, November 12, 10:30-11:30 2-260 Keller Hall (East Bank)
  • Friday, November 14, 2-3 2-122 Molecular & Cellular Biology (East Bank)
  • Tuesday, November 18, 9-10 10 McNeal Hall (St. Paul)
  • Thursday, November 20, 10:30-11:30 140 Nolte Center (East Bank)
  • Friday, November 21, 10:30-11:30 31 Rapson Hall (East Bank)
  • Monday, November 24, 3-4 143 Ruttan Hall (St. Paul)
  • Wednesday, November 26, 9-10 50B Humphrey (West Bank)
  • Monday, December 1, 3-4 512A STSS (East Bank) NEW DATES ADDED!
  • Tuesday, December 9, 2-3
    212 Mechanical Engineering (East Bank)
  • Thursday, December 11, 10-11 512A STSS (East Bank)
  • Wednesday, December 17, noon-1 108 Folwell Hall (East Bank)
  • Tuesday, January 6, 10-11 140 Nolte (East Bank)
  • Thursday, January 8, 2-3 143 Ruttan (St. Paul)
  • Monday, January 12, 2-3 1-123 CSOM (West Bank)
  • Wednesday, January 14, 10-11 512A STSS (East Bank)
*This article was updated on 02/04/2015 to reflect the most recent timing information.

Wednesday, October 8, 2014

Upgrade Key Messages

"What are the top three things you want your audience to remember?"
What are the top three things you
want your audience to remember?

Since so many of us are spreading the word about The Upgrade, we thought it would be useful to distill the information down into three key messages (but remember to always tailor content to your audience whenever possible). 

Message 1: In April 2015*, we plan to do a systems upgrade that will affect nearly everyone at the U. To be successful, we need your support... and patience!


Supporting Information
It's time for an upgrade!Three PeopleSoft systems will be upgraded: Campus Solutions (student systems), Enterprise Financial System (EFS), and the Human Resource Management System (HRMS). Where it makes sense, we are also moving from an overly customized system to a tried-and-true package solution. Other changes include a personalized portal; consolidated reporting; automated business processes; and better infrastructure. Tertiary systems may also be affected.

You’ll need to learn new ways to do things, and we’ll give support and training as needed. As with any upgrade this big, we expect to have to work out some kinks, so please be supportive during this time.

Message 2: The Upgrade will…                            

  • Support ongoing infrastructure efficiency, supportability, stability, and compliance.
  • Provide benefits to faculty, staff, and students: personalized MyU portal, real-time information, automated processes, and consolidated reporting.
Supporting Information
Upgraded systems will be easier and faster for IT to maintain so we can focus more resources on our mission instead of on behind-the-scenes operations. Upgraded systems will enable improved processes, such as employee time management, purchasing, and accounting. And we’ll be in a better position to leverage new and emerging technologies.

MyU will feature personalized information and let you manage your interests and favorites. Go to MyU for things like:
  • Real-time personal notifications and financials
  • Real-time class schedules, grades, and waitlists
  • Research, teaching, and advising tools
  • Consolidated reporting (UM Reports, UM Analytics, some PS reports)
  • Access to UMarket and purchasing information
  • Employee time management and approvals


Message 3: The Upgrade will take one to two weeks. During that time, you won’t be able to use some systems. For example, some systems will have view-only information that is not "live." You will need to prepare -- we will help you.


Supporting Information
"are you ready?" word artBecause we are upgrading several complex systems in sequence, the process will take longer than previous upgrades. We are working to minimize the impact but you may need to take some actions beforehand, like making loan or vendor payments, entering and approving employee time, or making sure your software is up-to-date. We’ll help you prepare – please pay attention to future communications.

This change is complex, and even though we have taken a lot of precautions, it’s rare that an upgrade this significant would go off without a hitch. Please be an advocate during this time. We need your support and patience to be successful!


*This article was updated on 02/04/2015 to reflect the most recent timing information.