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titleNew Business Lead Checklist

New Business Lead Checklist

For staff new to COE with HR and finance roles.

I. Review the following College of Education (COE) info:

225 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 Review Electronic Office Management (EOM) system for accuracy and update as needed.

1) If updates are needed, submit the appropriate request 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 Review Organizational Hierarchy System (OHS) for accuracy and update as needed. Reach out to COE-Finance@austin.utexas.edu with any questions.

Resources:

216 incomplete 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

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:




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