New Business Lead ChecklistFor staff new to COE with HR and finance roles.I. Review the following College of Education (COE) info: 225 complete incomplete COE web site 226 incomplete COE organization charts 227 incomplete Dean’s Office units contact information 228 incomplete Dean’s Office coverage for college units II. Complete all steps below as relevant to your role: 212 incomplete Sign up for appropriate listservs and newsletters for your role(s). 213 incomplete Electronic Office Management (EOM) system updates. 1) Submit “Update electronic office manager” form. 2) Make appropriate online updates in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations. Resources: 214 incomplete Update UT Department System with new contact information. Resources: 215 incomplete Update Organizational Hierarchy System (OHS). Resources:
216 incomplete Update DPUSER contacts in the Mainframe for the Login Group (DP command). Use UN command to create new logins. To view current authorizations for another user as a reference, use UA command. DPUSER is used to create and unlock mainframe logon IDs. Resources:
217 incomplete Update Procurement Card (Procard) users/cards as needed, and review all related policies, guidelines, and procedures. - Update Master Routing Views in EOM to ensure Procard vouchers route correctly.
218 incomplete Contact the Dean’s Office HR Team at COE-HR@austin.utexas.edu to request appropriate Workday roles.
230 incomplete Academic HR Partners: Request access to the Faculty Activity Report (FAR) Administration system. Email COE-FacultyAffairs@austin.utexas.edu, and they will request access for you from APS. 224 incomplete Request Cognos access, Financial and/or HR as appropriate to your role, by emailing COE-HR@austin.utexas.edu. Resources: III. Training: 220 incomplete Complete all Workday training appropriate to your role. View “Training by Area” on the Workday Training site. 221 incomplete Cognos training appropriate to your role. 222 incomplete Complete additional training appropriate for your role: 223 incomplete Review COE Business Services Wiki: |