UMass Amherst - Administrative Systems for A&F

Vice Chancellor for Administration and Finance

E*MPAC
• PS Financial
• PS Human Resources

A&F Units:
Auxiliary Services
Campus Services
Environmental Health & Safety
Facilities and Campus Planning
Finance and Budget
Human Resoures
Mullins Center
Physical Plant
The UCARD

Liaison Meeting Notes and Handouts:

Date	Agendas and Handouts (PDF unless otherwise stated)
8-26-2006	Meeting Agenda PS Finance Query Conversion Training Detailed Course Curriculum

Date	Agendas and Handouts (PDF unless otherwise stated)
1-26-2006	Meeting Agenda eProcurement is coming

Date	Agendas and Handouts (PDF unless otherwise stated)
10-6-2005	Meeting Agenda

Date	Agendas and Handouts (PDF unless otherwise stated)
3-29-2005	Meeting Agenda

Date	Agendas and Handouts (PDF unless otherwise stated)
8-17-2004	Meeting Agenda

Date	Agendas and Handouts (PDF unless otherwise stated)
3-4-2004	PO/AP Handout (MS Word)

Date	Agendas and Handouts (PDF unless otherwise stated)
5-15-2003	BBA Budget Account Levels, FY 2004

Date	Agendas and Handouts (PDF unless otherwise stated)
11/07/02	Meeting Agenda Monthly Report Updates POs in Open Status WEB page screen print November Calendar Report handout What is Happening in PeopleSoft?: BBAs and Revenue Operations
9/19/02	Month End Dates FY03
8/01/02	Montly Close Process Link to: Reports and Queries Inventory
7/11/02	GL Budget Inquiry Job Aid Amherst Encumbrance Matrix Link to PA Forms: http://www.umass.edu/humres/formmenu.htm PA Forms are listed.
6/20/02	Agenda Project Bulletin #21 Finance Calendar: June Finance Calendar: July Process Journals Packet Page 1 Process Journals Packet Page 2 Process Journals Packet Page 3 Process Journals Packet Page 4
6/6/02	Agenda
5/23/02	Agenda Link to Revised PA Forms: http://www.umass.edu/humres/formmenu.htm New PA Forms are listed. Budget Handouts: Budget Agenda PeopleSoft Budget Checking Module PeopleSoft Budget Overrides Budget Department Rollup Grant PeopleSoft Budget Level PeopleSoft Budget FY2003 Upload PeopleSoft Budget Types Revenue Driven Appropriation Budgets Connectivity Handouts: Finance Introductory Letter Finance Connectivity Test Job Aid Password Information Sheet Phase 2 Finance Practice Environment Information Sheet Phase 2 Finance Practice Environment Job Aid Finance Translation Report Job Aid Purchasing Handouts: CBT_PO01_Create Blanket PO CBT_PO02_Create Contract for Service PO CBT_PO03_Create Multi-Line PO CBT_PO04_Create State PO CBT_PO05_Reference Contract Info on PO CBT_PO06_Approve PO CBT_PO07_Qry-Approval Worklist by OPRID CBT_PO08_Qry-POs with BCM Errors by DeptID CBT_PO09_Create Request for Bid CBT_PO10_Split Funded PO CBT_PO11_ Create Change Order CBT_PO12_Receive Partial Shipment CBT_PO13_Receive Full Shipment CBT_PO15_Create Confirming Order Decode FRS Account Job Aid Decode FRS Object Code Job Aid Decode FRS Vendor Code Job Aid Item Categories Budget Check Error Job Aid
5/9/02	Agenda Human Resources Calendar Budget Change Deadlines Memo Processing Schedule Finance Calendar Departmental Purchase Request/Change Form Departmental Purchase Request Form Job Aid
4/4/02	Agenda HR Questions Summary Finance Training Overview Finance Calendar
3/14/02	Meeting Minutes
2/28/02	Agenda View Document Website Screen Shot 1 Website Screen Shot 2 Website Screen Shot 3 Website Screen Shot 4 Reporting Strategy Overview HRMIS Report Crosswalk Page 1 HRMIS Report Crosswalk Page 2 Late Pay Individual Form Late Pay Multiple Employee Form Correcting Time and Labor Form
2/14/02	Agenda Go Live Kit
1/31/02	Agenda Calendar - Last 8 months Financial Systems Conversion Plan Financials Transitions Workshops Rapid Log Calendar Rapid Log Job Aid HR Account Code Job Aid Translation Cheat Sheet (gif image)

Date

Agendas and Handouts (PDF unless otherwise stated)

12-31-01

Summary of Financials Conversion Milestone Dates

12-6-01

Agenda
Finance Transition Workshop
Decentral Role Description Job Aid
Transition Workshop Evaluation

11/1/01

Agenda
PA Form for Classified/Temp Employees
PA Form for Professional Staff & Faculty
Work Schedule Form
Weekly Time and Attendance Report - Exception Reporting Employees
Time and Attendance Correction Form
Weekly Time Sheet - Positive Reporting Employees
Individual Employee Time Sheet - Positive Reporting Employees
Individual Late Pay Form - Positive Reporting Employees
Late Pay Form - Positive Reporting Employees
End User Readiness Process Diagram

10-04-01

Agenda

8-30-01

Agenda
HR/FIN Workstation Requirements for PeopleSoft Access Using Citrix
Citrix Installation
Empac Screen Shot
Fundamentals Training Schedule
Course Curriculum - page 1
Course Curriculum - page 2
Course Curriculum - page 3
Course Curriculum - page 4
Course Curriculum - page 5
Course Curriculum - page 6
Course Curriculum - page 7

7-26-01

Training Presentation - Amherst
Page 1 Page 2 Page 3 Page 4 Page 5	Page 6 Page 7 Page 8 Page 9 Page 10	Page 11 Page 12 Page 13 Page 14 Page 15

5-24-01

Glossary of Terms
Transition Workshops

4-26-01

Memo
Agenda
Transition Workshop Sessions to Date

PeopleSoft Crosswalk - Computer Science - PeopleSoft to FRS
Page 1 Page 2 Page 6 Page 4 Page 5 Page 6 Page 7	Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14	Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21	Page 22 Page 23 Page 24 Page 25 Page 26

Proposed Computer Science DEPID Values
Page 1
Page 2
Page 3

Proposed Computer Science PROJECT/GRANT Values
Page 1 Page 2 Page 3 Page 4 Page 5	Page 6 Page 7
Proposed Computer Science FRS to PeopleSoft Crosswalk
Page 1 Page 2 Page 3 Page 4 Page 5	Page 6 Page 7 Page 8 Page 9 Page 10

3-15-01

Introduction
em*pac Project Background and Timeline (GIF Image)
Progress Against Plan

Date	Agendas and Handouts (PDF unless otherwise stated)
6/22/00	Agenda Liaison Notebook Inserts Completion of End-User Survey Forms Liaison Kickoff: Summary of Staff Concerns Basic Computer Skills Required to Operate PeopleSoft Prerequisite Skills Assessment Skills Needs Assessment OIT End-User Training Content Summary
5/12/00	Kickoff Agenda Plan Potential Questions from Liaisons Liaison Network Kickoff Liaison Network Notebook Glossary of Terms

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