Financial Area Representative (FAR)Presentation

Agenda

• Project Status & Update

• Navigation & Employee Self Service Preview

Project Status

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

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

Navigation & Employee Self

Service Preview

NavigationNavigation

Navigation Structure

Breadcrumbs

Searching

Role-based Access

Home Page (Portal)Home Page (Portal)

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.

Navigation StructureNavigation Structure

BreadcrumbsBreadcrumbs

Searching: Searching: Predictive SearchYou 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.

Searching: Searching: Search PagesUsing Search Pages

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.

Searching: Searching: Adding Favorites

Role-Based AccessRole-Based AccessEvery 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.

Role-Based Access: Role-Based Access: Supervisor

To the left is an example of what a Supervisor’s access might look like.

Role-Based Access: Role-Based Access: Employee

To the left is an example of what an Employee’s access might look like.

Employee Self ServiceEmployee Self Service(ESS)(ESS)

What is ESS?

ESS – Components

ESS – Personal Information

ESS – I-9 Form

What is ESS?What is ESS?

ESS ComponentsESS Components

ESS – 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.

ESS – 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.

ESS – ESS – Personal Information

From here, an employee can add or update their existing

Home and Mailing Address information.

I-9 FormI-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).

ESSESS – I-9 Form

ESS – 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.

Signing Out of UTShareSigning Out of UTShare

To exit PeopleSoft, simply click the Sign Out link.

Additional Resources

• Want up-to-date information?– Go to www.utsa.edu/utshare

• Email any questions to:– utshare@utsa.edu

Questions