Financial Area Representative (FAR) Presentation

1. Financial Area Representative (FAR) Presentation

2. Agenda • Project Status & Update • Navigation & Employee Self Service Preview

3. Project Status

4. 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

6. 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

7. Navigation & Employee Self Service Preview

8. Navigation Navigation Structure Breadcrumbs Searching Role-based Access

9. Home Page (Portal)

10. Navigation Structure 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.

11. Breadcrumbs

12. Searching: Predictive Search You 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.

13. Searching: Search Pages Using Search Pages

14. Searching: Adding Favorites 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.

15. Role-Based Access Every 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.

16. Role-Based Access: Supervisor To the left is an example of what a Supervisor’s access might look like.

17. Role-Based Access: Employee To the left is an example of what an Employee’s access might look like.

18. Employee Self Service(ESS) What is ESS? ESS – Components ESS – Personal Information ESS – I-9 Form

19. What is ESS?

20. ESS Components

21. 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.

22. 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.

23. ESS – Personal Information From here, an employee can add or update their existing Home and Mailing Address information.

24. I-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).

25. ESS – I-9 Form

26. 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.

27. Signing Out of UTShare To exit PeopleSoft, simply click the Sign Out link.

28. Additional Resources • Want up-to-date information? • Go to www.utsa.edu/utshare • Email any questions to: • utshare@utsa.edu

29. Questions