peoplesoft 9.2 and you
TRANSCRIPT
![Page 1: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/1.jpg)
PeopleSoft 9.2 and You What you need to know
![Page 2: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/2.jpg)
PeopleSoft 9.2
We want to provide…• What you need to do to prepare for the 9.2 go live• Understand how you will be affected
We want to build…• A foundation for future enhancements
WHY WE’RE HERE
![Page 3: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/3.jpg)
PeopleSoft 9.2
Today we will cover:• The Basics• Goals and Benefits• Key Changes• Preparing for Change• Navigation Changes• Transactional Changes• Changes for Approvers• Wrap Up
AGENDA
![Page 4: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/4.jpg)
THE BASICS
![Page 5: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/5.jpg)
PeopleSoft 9.2
Go Live: November 3rd• Downtime begins at 5 PM on October 28• Voucher/Req deadline on October 23
WHEN?
![Page 6: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/6.jpg)
PeopleSoft 9.2
• All TRAX Users
• Approvers
• Faculty and Staff who have fiscal responsibilities
WHO?
![Page 7: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/7.jpg)
PeopleSoft 9.2
We’re removing customizations throughout the system
We’re implementing…• Workflow on Vouchers and Requisitions• Workcenters for our power users• PeopleSoft’s delivered Chartfield security
WHAT’S IN STORE?
![Page 8: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/8.jpg)
GOALSBENEFITS
![Page 9: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/9.jpg)
PeopleSoft 9.2
Position Baylor to take advantage of new and improved functionality through the reduction of customizations.
• Includes software and hardware changes
• Stay in vendor support for:• New and updated functionality, Fixes, Security updates
• Solid foundation for future enhancements
• By decreasing customizations, we:• Reduce long‐term maintenance costs • Simplify the application of delivered updates• Facilitate the implementation of new functionality
WHY?
![Page 10: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/10.jpg)
PeopleSoft 9.2
To do this…We must align and streamline our business processes to better fit the delivered system.
This will… help maximize resources available for future projects and advances.
BENEFITS
![Page 11: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/11.jpg)
KEY CHANGES
![Page 12: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/12.jpg)
PeopleSoft 9.2
There will be…• Access Changes• Navigation Changes• Business Process Changes• Approval Changes• Transactional/System Changes• Field Changes
• Removed• New/unhidden• Customizations removed
KEY CHANGES
![Page 13: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/13.jpg)
DEEP BREATHIt is only through labor and painful effort, by grim energy and resolute courage, that we move on to better things.
~Theodore Roosevelt
![Page 14: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/14.jpg)
PeopleSoft 9.2
We’ve been…• Identifying system and business process changes• Evaluating the effects on users and the university• Planning how to prepare affected users• But we cannot do this without YOU!
PREPARING FOR CHANGE
![Page 15: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/15.jpg)
PeopleSoft 9.2
Communication, Training and Everything In‐Between• Start with existing meetings and communication channels• Evaluate the effects on those in your area• Target those in your area that need to come to training• www.baylor.edu/traxhelp• Submit questions to [email protected]
PREPARING FOR CHANGE
![Page 16: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/16.jpg)
NAVIGATION CHANGES
![Page 17: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/17.jpg)
PeopleSoft 9.2
• Breadcrumb Navigation• Baylor Menu vs. Main Menu• Folder/Page Name Changes• SES• Recently used• Alphabetize menus
NAVIGATION
![Page 18: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/18.jpg)
PeopleSoft 9.2NAVIGATION
![Page 19: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/19.jpg)
TRANSACTIONALCHANGES
![Page 20: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/20.jpg)
PeopleSoft 9.2
• Under $10K• Vendor becomes SUPPLIER• Supplier Registration• New vendor (supplier) code being phased out• Save for later• Personalize• Fund• Project Changes• Attachments• Workflow
VOUCHERS
![Page 21: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/21.jpg)
PeopleSoft 9.2VOUCHERS
![Page 22: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/22.jpg)
PeopleSoft 9.2
• Over $10K• Vendor becomes SUPPLIER• Supplier Registration• New vendor (supplier) code being phased out• Fund• Personalize• Project Field Changes• Spending grant funds over $3000• Attachments• Workflow• Multiple Approvals?
REQUISITIONS
![Page 23: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/23.jpg)
PeopleSoft 9.2REQUISITIONS
• The Req is now THREE PAGES!!!
![Page 24: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/24.jpg)
PeopleSoft 9.2REQUISITIONS
![Page 25: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/25.jpg)
PeopleSoft 9.2REQUISITIONS
![Page 26: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/26.jpg)
PeopleSoft 9.2
Departmental Adjustments, Budget Change Requests, and Departmental Receipts• Fund• Project Changes
OTHER
![Page 27: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/27.jpg)
CHANGES for APPROVERS ‐WORKCENTERS
![Page 28: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/28.jpg)
PeopleSoft 9.2
When you click the “Approve” button, you are approving…• The Purchase• The Amount• The Department/Project• The Account
This will…• Improve visibility• Cut down on administrative costs
THE ROLE OF THE APPROVER
![Page 29: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/29.jpg)
PeopleSoft 9.2
WorkCenters help frequent users by:• Boosting Productivity
• Consolidating Tasks, Exceptions, Alerts, Links, Reports, and Queries
• Can be customized
• Reduce navigation time
WORKCENTERS
![Page 30: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/30.jpg)
PeopleSoft 9.2
Important Things to Note• No Emails on Voucher Approval – Use Your Worklist!
• Self Approval Allowed (unless you have entered a transaction for yourself!)
• First person to approve the transaction WINS (unless you ad‐hoc)
• Configure your filters
WORKCENTERS
![Page 31: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/31.jpg)
PeopleSoft 9.2
Action Items…Questions to Consider• What does my internal business process look like?• What does my approval process look like?• Does my department have multiple approvers?• Will I change business/approval processes in my department as a
result of this upgrade?• How will I communicate to those in my area?• Who in my department needs training?
WRAPPING UP
![Page 32: PeopleSoft 9.2 and You](https://reader030.vdocuments.net/reader030/viewer/2022011901/61d6508f1d28be7e34190a52/html5/thumbnails/32.jpg)
PeopleSoft 9.2
Action Items…At Go Live • Make sure “My Favorites” is as you expect• Personalize your Voucher and Req pages• Configure your Workcenter Filters• How will I handle voucher notifications? (if applicable)
• Download new 9.2 documentation at www.baylor.edu/traxhelp
WRAPPING UP