Financial Area Representative (FAR) Presentation
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Transcript of Financial Area Representative (FAR) Presentation
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Financial Area Representative (FAR)Presentation
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Agenda• Org Chart Updates
• Project Status
• Conversion
• Financials Updates
• HR Updates
• Training
• Change Management
• Questions
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Org Chart Updates
Jacquelyn KyleProject Manager
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Project Status
Jacquelyn KyleProject Manager
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Project Status Update
• Currently in the 4th Phase: Train & Test– Conversion Validation– System Testing– Developing Training
• Next Phase: Deploy & Optimize
Expected Go-Live Spring 2013
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Conversion
Rene PaniaguaFMS Lead
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High level Conversion Approach• Active employees, employees on a leave of absence,
and employees terminated within 2 fiscal years of go-live
• Financial monthly balances for the current fiscal year plus 2 prior years at a DEFINE account and object code level of detail
• Vendors active in the last eighteen months
• All active, retired, or disposed of assets within the current or prior fiscal year
• Purchase Orders (PO) that are closed will not be converted. Outstanding PO’s will be manually rekeyed into PeopleSoft
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FMS Update
Rene PaniaguaFMS Lead
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PeopleSoft Chartfields
Chartfields are the basic building blocks of the Chart of Accounts that allow segregation and categorization of financial transactions and budget data
Business UnitsBecause we are sharing the same database with
other UT campuses, our data is segregated by Business Units
5 Character field length – UTSA1
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Speedcharts/Speedtypes
A speedchart/speedtype is a “shorthand” number linked to a unique set of Chartfield combinations. Minimally it will contain the following:FundFunctionDepartment IDCost Center or Project ID/Activity
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Fund Account Function Department Program Project
Defined at the Institution level
ActivityCost
Center
UTShare Chartfield Definition
Institution Defined
Common Chartfields
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Fund Account(Object Code)
Function(NACUBO)
Department(Unit Code)
Cost Center(Budget Group)
3100-63003-400-BFA001-DTX022
PeopleSoft
Mapping from DEFINE to PeopleSoft
DEFINE(Office Supply)
19-7027-0050NACUBO 20
Object Code 1401Unit Code 0250
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UTSA Speedchart example:DTX002 – Account 19-7027-0050
Define Speedchart
19 Fund ‘3100’
7027 (unit code 0250) Department ‘BFA001’
50 (Object Code ‘1401’) <enter field>
NACUBO 20 Function ‘400’
Cost Center ‘DTX002’
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Speedchart Example
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HCM Update
Doug HartzlerHCM Lead
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HCM Activities
• Validation of data conversion from DEFINE to PeopleSoft
• System testing to verify UTShare configuration of PeopleSoft setup tables is consistent with UT component business rules
• Still identifying changes needed to UTSA’s business processes
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How will HCM Impact You
• HCM Module Overview 08/02/12– http://utsa.edu/utshare/refMaterials.html – High level functionality gains, losses, impacts– Broken out by module (HR, Benefits, etc.)– Presentation targeted to Back Offices
• Training delivery is targeted early 2013
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Training
HCM : Lydia GarzaJosh Schafner
FMS : Araceli Pacheco Tanya Dunlap-Teasley
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Terminology
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Crosswalk
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UPK(User Productivity Kit)
Training Tool
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Change Management
Henry BarreraChange Management Lead
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►Change is the process of moving to a different future state.►Change Management is supporting the individuals impacted by the change.
Change vs. Change Management
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Change Leaders
• Representatives from around the campus
• Serve as information messengers to and from the departments– Project Milestones– Feedback & Concerns
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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