Optimize: In Full Swing

Financials presented another round of training to the campus community this week. Procurement Director Ed Barber taught classes on submitting and approving requisitions to staff members from across campus. Ed highlighted the university’s new policies around purchasing and approvals, showing classes common tasks, such as adding routinely ordered items to favorites lists and requesting new vendors.

Still need training? Classes are available for Budget Administration 2 training next week! If you participated in Budget Administration 1 and want to dive deeper into budget inquiry and learn about processing non-PO disbursements, please register for Budget Administration 2. There are other opportunities to take Budget Administration 1 and 2, Submitting Requisitions, and Approving Requisitions classes in August for anyone that was unable to attend July’s sessions. You may review the entire class schedule on the Optimize Training page and sign up today!

Then the Human Resources team is in the midst of numerous Discovery sessions regarding benefits and payroll. The team looks forward to even more sessions next week, as MIS consultants will be on campus to incorporate several design discussions into the discovery phase.

The Campus Solutions team is incredibly busy in one-on-one sessions with MIS consultants who are teaching staff members how to enter data into PeopleSoft. The team will go live with demographic data first, and each day the team gets one step closer to that goal. This data is the foundation for the way the university operates and will be shared between the Human Resources and Financial systems. Behind the scenes, the team is also building its calendar of “firsts” (the first time registration will happen in PeopleSoft, the first time financial aid will be incorporated into PeopleSoft, etc.), which helps ensure that all operational tasks get done on time in both the old and new systems.