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OBM CHARTFIELD WEBINAR

OBM CHARTFIELD WEBINAR. OBM CHARTFIELD WEBINAR November 12 & 13, 2013. WELCOME STATE AGENCIES BOARDS AND COMMISSIONS UNIVERSITIES. OBM CHARTFIELD WEBINAR. AGENDA Opening Chartfield Updates Q & A. OBM CHARTFIELD WEBINAR. Opening Thank you for Attending Introduction of our Hosts

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OBM CHARTFIELD WEBINAR

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  1. OBM CHARTFIELD WEBINAR OBM CHARTFIELD WEBINAR November 12 & 13, 2013

  2. WELCOME • STATE AGENCIES • BOARDS AND COMMISSIONS • UNIVERSITIES OBM CHARTFIELD WEBINAR

  3. AGENDA • Opening • Chartfield Updates • Q & A OBM CHARTFIELD WEBINAR

  4. Opening • Thank you for Attending • Introduction of our Hosts • HCM TEAM • OBM Training Academy • OBM IT • OBM RACM GL TEAM OBM CHARTFIELD WEBINAR

  5. Chartfield Updates • Changes Mandated in the System • Exceeded limits set by DAS OIT on the Chartfield System • Decommissioning of software • Updates needed to Chartfield Requests • Integration of FIN and HCM via Department Chartfield OBM CHARTFIELD WEBINAR

  6. Chartfield Updates • Exceeding Limits • 8,000 items per chartfield was exceeded • Warning messages were being displayed to end users causing concern • Decommissioning of Software • DAS OIT had “Sun setted” the background programs for making data entry screens. No updates could be made in the future. • Each Chartfield has it own instruction set OBM CHARTFIELD WEBINAR

  7. Chartfield Updates • Updates Needed to Chartfield Requests • GRANT: Agency requested adding the “C” for County Adding the “D” Option on Action Required • PROGRAM: Removing non essential fields • DEPARTMENT: Removing non essential fields • Integration of FIN and HCM – DEPARTMENT CHARTFIELD • New Strategy • Re-write of the DEPARTMENT CHARTFIELD to integrate FIN and HCM OBM CHARTFIELD WEBINAR

  8. GRANT • Additions • Action Required now has the “D” Option for Permanent Deactivation • The Fourth Character of the GRANT VALUE now allows for the “C” option to track grants by COUNTY OBM CHARTFIELD WEBINAR

  9. PROGRAM • Removing non essential fields • Adding the “R” and “T” Options in the Action Required Field • R = Reactivate an Inactive Program Value • T = Tree Changes Only OBM CHARTFIELD WEBINAR

  10. DEPARTMENT • Removing non essential fields • Adding the “R” and “T” Options in the Action Required Field • R = Reactivate an Inactive Department Value • T = Tree Changes Only • New Integration between FIN & HCM OBM CHARTFIELD WEBINAR

  11. Integration of FIN and HCM – DEPARTMENT CHARTFIELD • New Strategy • Re-write of the DEPARTMENT CHARTFIELD to integrate FIN and HCM • One request form for FIN and HCM • New fields for HCM OBM CHARTFIELD WEBINAR

  12. Initial Definitions • Funding Only Department IDs, and PAY • Departments used in Positions versus Funding only • Department Chartfields versus Department IDs • The Position Page: Main Menu>Organizational Development>Position Mgmt>Maintain Positions Budgets>Add/Update Position Info (let’s look at a position in HCM) OBM CHARTFIELD WEBINAR

  13. Existing HCM Parent Node • If the Department you are doing an entry on does not exist in system, put N/A • If it does exist, put PAY if it is currently for funding only • If it does exist and is currently used for Positions, put the current Parent Node. • If you unaware of what your current HCM Tree Structure is, email rodney.clifton@das.ohio.gov and I will provide you a current spreadsheet. OBM CHARTFIELD WEBINAR

  14. New HCM Parent Node • If the Department you are doing an entry on does not exist, and you want to Add it for Funding Only, put PAY • If the Department does not exist, and you want to use for Positions, put the Parent Node it should be under. • If this is an Inactivation, put PAY. • If changing Parent Nodes, or going from PAY (no security) to Security, put the new Parent Node. • Put N/A if no change from Existing to New. OBM CHARTFIELD WEBINAR

  15. HCM Location Code • If your entry is funding only, or an inactivation, put N/A • If your entry will be for Positions, and you want a default location code to pop in on the Position Page when you enter this Department ID, put in the location code. • If you are unsure, put N/A OBM CHARTFIELD WEBINAR

  16. Default Code 1 and 2 • These are default combo codes. • Please give us two combo codes that are used as default codes. • These are only needed when the Department you are doing entry on will be used for Positions. Everything else can be N/A. OBM CHARTFIELD WEBINAR

  17. Funding Only (F)/Funding Positions (P) • If inactivating a department put F. Instructions may say N/A, but not available. • Funding only Departments will be F. These are only used for Funding, and not used for Positions. • If the Department will be used for Positions put P even if it can also be used for Funding. If P is selected, there should definitely be a Parent Node listed. OBM CHARTFIELD WEBINAR

  18. Q & A • “The dumbest question ever, is the one that is never asked…” OBM CHARTFIELD WEBINAR

  19. Concluding Remarks • Thank you OBM CHARTFIELD WEBINAR

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