1. Welcome to

2. What is “UT Share” identifies a project that provides solutions to support unlimited possibilities across the UT System. PeopleSoft HR/Finance Implementation is a UT Share project.

3. PeopleSoft HR/Finance Implementation is being shared by

4. Project Mission & Vision The mission of UTShare is to implement a common, standard HCM & FMS system and auxiliary support systems that provide access to accurate, timely, and relevant data while using recognized best business practices in a shared services environment in support of the University of Texas system.

5. UT Tyler Steering Committee Sheryl Dennis Mary Fischer Diane Garrett Sharon Helms John Kirkpatrick Holly Landers Greg Mekalip Joe Vorsas Michael O’Dell Rick Peterson Dr. Randall Powell Janet Robertson Katy Cline LouAnn Viergever Dr. Sherri Whatley Brandon Reynolds

6. What’s Changing? Peoplesoft facilitates and integrates all business functions, including: Human Resources, Benefits, Payroll (HCM/ Human Resources Management) Accounting, Accounts Payables, Purchasing, Inventory Management, Financials & Management (FMS/ Financial Management System)

7. UT Tyler Technical/Dedicated Project Team Jimmy Cook – Technical Support James Reed – Technical Support Diane Garrett – Security Chris Green – Security Janet Robertson – Security Jessica Miller - Project Assistant, Portal Greg Mekalip – Project Manager Sharon Helms – Project Manager

8. What does moving to PeopleSoft mean for ME? Through the myUTTyler portal all employees can: Job Search View Compensation history Update personal information Add Direct Deposit Request an Absence (classified/A&P employees)

9. HR/Finance Past HR/Finance Present HR/Finance Future

10. UT Tyler Data Validation Team Julie Hicks Cheryl Martin Rick Peterson John Kirkpatrick Wendy Minix Ron Rippe Greg Mekalip Karen Lutes Katy Cline

11. Budgeting will be integrated through Hyperion and offers Access to your application, your reports, and your budget w/ a single sign- on Includes MSOffice Integration: Word, PPT, Excel, and Outlook Look and Feel is similar to Windows, so…Easy to Use

12. PeopleSoft is Flexible Easy to configure / change Powerful Fully web enabled A more advanced system that offers more features/tools

13. Reporting Available financial (FMS) reports include: Federal, State and Coordinating Board reports Critical Operational reports HUB reports Available HR (HCM) reports include: Federal, State and Coordinating Board reports Critical Operational reports Reports can be exported into excel! Reports that currently run out of DEFINE are being analyzed to see if they need to be reproduced out of PeopleSoft.

14. UT Tyler Dedicated Project Team - HR Mark Clements – HR Lead HR/Recruitment Lynne Bandy - Benefits Amy Clem - Benefits, Absence Management Shannon Chandler – Payroll/ Time & Labor Joe Vorsas - Reporting

15. When are we moving? April 1, 2013 Implementation Financials and Budget Human Resources

16. As we prepare for training, it is important to remember that even though “how” we will do something in PeopleSoft is different from how we do it today, we will still support the same business processes and functions.

17. UT Tyler Training Committee Faye Ingram – Training Lead Holly Landers - Finance Lisa Wyatt - Finance Katrina Smith – Finance Kristy Adams - HR Karen Chudej – HR

18. Training Timeline January 2013 Begin Faculty/HR/Financial Training March 15, 2013 Refresher Training / Practice Time in System for End Users April 1, 2013 PeopleSoft & Hyperion Go Live Training will be ongoing; beginning after the first of the year and continuing through the Go Live date.

19. Training will be In-person (small groups) and on-line by Roles (ie customized for the end user) conducted by SMEs (Subject Matter Experts) and those extremely familiar with PeopleSoft

20. UPK-User Productivity Kit UPK is the PeopleSoft training player used IN ADDITION TO in-person training. End users will be able to learn via interactive, web-based simulations have access to on-line context-sensitive help train at their own pace review from their own workstation Study guides will be available on-line and in-print

21. Each employee can enter their time on-line via desktop computer, smart phone, iPad, or laptop. Leave taken will be reported in the system by the employee and approved by the employee’s supervisor. An employee can adjust their leave taken in the system until payroll runs. Any adjustments that need to be made after payroll has processed will need to be made manually by the Absence Management (AbM) Administrator. The designated AbM Administrator will monitor leave reports to make sure there are no errors prior to payroll running for each payroll period Time & Labor

22. UT Tyler Dedicated Project Team - Finance Carrie Clayton – Finance Lead General Ledger Cindy Troyer- Expenses/AP Debbie Gibson - Grants Brenda Bowie - Asset Mgmt Penny Tiner – Purchasing Donna Beddingfield – Project Costing Sheryl Dennis – Change Mgmt. Kristy Adams – Change Mgmt. Faye Ingram – Training Coordinator Greg Mekalip – AR, Contracts Wendy Minix – Financial Reporting Phil Smith – Treasury Ron Rippe – Commitment Accounting, Commitment Control Janet Robertson – Commitment Control

23. IF You are a Define User AND You have never logged into PeopleSoft Have we got a deal for you! Coming in November “Jump Start Friday’s!” Send an e-mail to AskUTShare@uttyler.edu with “Jump Start” in the subject line and we will contact you about a convenient session that fits your schedule. AskUTShare@uttyler.edu Jump Start Friday will teach you in 45 minutes or less: How to Log In to PeopleSoft How to navigate in PeopleSoft PeopleSoft terminology

24. Write them on the back of a large pretzel and drop them in the basket by the door OR email askUTShare@uttyler.eduaskUTShare@uttyler.edu Have Questions?

25. Look for updates via e-mail coming soon including: More training info and schedules UTShare website THANK YOU for coming to