financial area representative (far) presentation
DESCRIPTION
Financial Area Representative (FAR) Presentation. Agenda. Project Status & Update Navigation & Employee Self Service Preview. Project Status. Project Status Update. Currently in the 4 th Phase: Train & Test Conversion Validation Integration Testing Develop Training - PowerPoint PPT PresentationTRANSCRIPT
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Financial Area Representative (FAR)Presentation
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Agenda
• Project Status & Update
• Navigation & Employee Self Service Preview
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Project Status
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Project Status Update
• Currently in the 4th Phase: Train & Test– Conversion Validation– Integration Testing– Develop Training
• Next Phase: Deploy & Optimize
Expected Go-Live September 2013
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UTShare Training• Back-office (central processing areas) will be
offered training in May• Departments and end-users will be offered
training in July• Training will be offered in multiple formats
– Online– Auditorium– Classroom– Hands-on laboratories
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Navigation & Employee Self
Service Preview
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NavigationNavigation
Navigation Structure
Breadcrumbs
Searching
Role-based Access
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Home Page (Portal)Home Page (Portal)
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As you click on each main module folder, subfolders will appear to the right of them.
Clicking on these subfolders brings you to the desired module page.
Navigation StructureNavigation Structure
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BreadcrumbsBreadcrumbs
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Searching: Searching: Predictive SearchYou can also find module pages by using the search menu.
When you enter a search word in this field, a list will pop up with the results.
To display the result, click the arrow button or the highlighted area.
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Searching: Searching: Search PagesUsing Search Pages
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Favorites Menu provides quick links to the 5 most recently used pages.
On your search result, click on Favorites tab, then “Add to Favorites.”
Your result will show up under the Recently Used area in Favorites.
Searching: Searching: Adding Favorites
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Role-Based AccessRole-Based AccessEvery user’s security access is different in PeopleSoft based on their job duties.
Roles and permission lists are what control the level of access a PeopleSoft user will have.
Note: You will only see the modules to which you have access.
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Role-Based Access: Role-Based Access: Supervisor
To the left is an example of what a Supervisor’s access might look like.
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Role-Based Access: Role-Based Access: Employee
To the left is an example of what an Employee’s access might look like.
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Employee Self ServiceEmployee Self Service(ESS)(ESS)
What is ESS?
ESS – Components
ESS – Personal Information
ESS – I-9 Form
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What is ESS?What is ESS?
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ESS ComponentsESS Components
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ESS – ESS – Personal Information
Now we’re ready to navigate to an UTShare page.
Using UTShare’s drop-down navigation structure, we’ll go to the Personal Information Summary page.
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ESS – ESS – Personal Information
The Personal Information Summary page is where an employee will add/update their biographical information.
In this example, we will look at this employee’s Home/Mailing Address information.
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ESS – ESS – Personal Information
From here, an employee can add or update their existing
Home and Mailing Address information.
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I-9 FormI-9 Form
To the left is the employee portion of the I-9 Form.
Employees can use ESS to fill this portion out in UTShare (see following 2 slides).
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ESSESS – I-9 Form
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ESS – ESS – I-9 Form
Employees can fill out the appropriate information and electronically submit to HR.
Note: Employees will still need to go to HR to submit required
I-9 documentation.
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Signing Out of UTShareSigning Out of UTShare
To exit PeopleSoft, simply click the Sign Out link.
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Additional Resources
• Want up-to-date information?– Go to www.utsa.edu/utshare
• Email any questions to:– [email protected]
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Questions