ConnectUND Weekly Information Session

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ConnectUNDWeekly Information Session

• March 08, 2005

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Topics for Today

• Reminders
• Survey Results
• Retro Distribution
• Access Roles
• HRMS
• Finance
• Inquiry/Report Crosswalk

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Reminders

• Asset Management Training Session
• U2 is hosting an Asset Management
• Training Session on
• Thursday, March 10th, 900-1030.
• If you are having problems getting your reports
  to open in PeopleSoft, try disabling your pop-up
  blocker. See tips on website.

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FYI

• Visa Purchasing Card
• February transactions (Mar 2nd statement date)
  were processed in Legacy. Any corrections will
  need to be done on a Journal Entry form.

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Tues _at_ 9 Training Survey Results

• Survey results are in! 109 were returned!
• Please go to the ConnectUND website for the
  full report http//www.und.edu/cnd
• Thank you to all who participated!

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Retro Distribution

• Salary corrections in PeopleSoft
• Ongoing testing through March 2005
• In the meantime
• Print out a copy of your HE Actuals report by
  Department for the pay period that needs to be
  corrected.

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Access Roles

• HRMS
• All users have been given access to the HRMS Dept
  Admin Role

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Access Roles (contd)

• Finance Module
• All users have been given access to inquiry
  roles
• Asset Management
• Accounts Payable
• Purchase Order
• General Ledger
• Grants Management
• Grants Management Principal Investigator

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Inquiry/Report Crosswalk

• HECN
• GL 70 01 03
• GL 70 - 03
• GL 70 04
• GL 70 - 07

• PeopleSoft
• Budgets Overview
• Budget Status
• Budget Transaction Detail
• Trial Balance

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HECN GL 70 - 01
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HECN GL 70 - 03
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Budgets Overview

• PeopleSoft Budgets Overview (HECN GL70 01 and
  03)
• Navigation
• Commitment Control
• Review Budget Activities
• Budget Inquiry
• Budgets Overview

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Budgets Overview
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Budgets Overview
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Budgets Overview
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HECN GL 70 - 03
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Budget Status

• PeopleSoft Budget Status
• (HECN GL70 03)
• Navigation
• Commitment Control
• Review Budget Activities
• Budget Reports
• Budget Status

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Budget Status
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Budget Status

• PeopleSoft Budget Status
• (HECN GL70 03)
• Budget Status Report

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HECN GL 70 - 04
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Budget Transaction Detail

• PeopleSoft Budget Transaction Detail
• (HECN GL70 04)
• Navigation
• Commitment Control
• Review Budget Activities
• Budget Reports
• Budget Transaction Detail

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Budget Transaction Detail
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Budget Transaction Detail

• PeopleSoft Budget Transaction Detail
• (HECN GL70 04)
• Budget Transaction Detail Report

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HECN GL 70 - 07
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Trial Balance

• PeopleSoft Trial Balance
• (HECN GL70 07)
• Navigation
• General Ledger
• General Reports
• Trial Balance

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Trial Balance
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Trial Balance

• PeopleSoft Trial Balance
• (HECN GL70 07)
• Trial Balance

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Questions?
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• Thank you for coming!
• See you next week?
• Spring Break?