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New Business Lead Checklist
For staff new to COE with HR and finance roles.
I. Review the following College of Education (COE) info:
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II. Complete all steps below as relevant to your role:
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- Sign up for appropriate listservs and newsletters for your role(s).
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- Review Electronic Office Management (EOM) system for accuracy and update as needed.
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If updates are needed,
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submit the appropriate request form.
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Make appropriate online updates in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations.
Resources:
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- Update UT Department System with new contact information.
Resources:
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- Review Organizational Hierarchy System (OHS) for accuracy and update as needed. Reach out to COE-Finance@austin.utexas.edu with any questions.
Resources:
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- Review DPUSER contacts in the Mainframe for accuracy and work with your DPUSER contact to update as needed.
See how to find your DPUSER contact at COE: *DPUSER > Look up DPUSER contacts
Resources:
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- 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.
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- Contact the Dean’s Office HR Team at COE-HR@austin.utexas.edu to request appropriate Workday roles.
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- 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.
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- Request Cognos access, Financial and/or HR as appropriate to your role, by emailing COE-HR@austin.utexas.edu.
Resources:
III. Training:
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- Complete all Workday training appropriate to your role. View “Training by Area” on the Workday Training site.
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- Cognos training appropriate to your role.
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- Complete additional training appropriate for your role:
HR roles:
See “Suggested training for HR roles” section of COE Business Services Wiki.
Finance roles:
Review topics in “Financial & Administrative” section of COE Business Services Wiki.
Review “Training Resources” on Financial and Administrative Services site.
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- Review COE Business Services Wiki:
All roles: Administrative Resources and all subsections
HR roles: Human Resources and all subsections
Finance roles: Financial Administration and all subsections
Faculty Affairs roles: College of Education Faculty Policies and Procedures and all subsections
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