New Business Lead Checklist

For staff new to COE with HR and finance roles.

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

II. Complete all steps below as relevant to your role:

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:

• Online EOM help

• Online EOM training

• EOM on AskUs

• EOM Glossary
  
  

        Resources:

• Online UT Department System help

• UT Department System Glossary

Resources:

• About OHS

• Online OHS Contacts help

• Contact Type Definitions

• OHS Glossary

• OHS Contacts Support

• See how to find your DPUSER contact at COE: *DPUSER > Look up DPUSER contacts

Resources:

• Employee Authorizations in HRMS

• Online DPUSER Applications Authorizations help

• DPUSER on AskUs

• Update Master Routing Views in EOM to ensure Procard vouchers route correctly.

Resources:

• Cognos FAQ

• Cognos Cubes and Reports

III. Training:

• 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.

• 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