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New Business Lead Checklist

New Business Lead Checklist

Owned by Karla Steffen
Last updated: Aug 16, 2024
2 min read

Search COE Business Services Wiki

For staff new to COE with HR and finance roles.

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

COE web site
COE organization charts
Dean’s Office units contact information
Dean’s Office coverage for college units

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

 Sign up for appropriate listservs and newsletters for your role(s).
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:

Update UT Department System with new contact information.

        Resources:

Review Organizational Hierarchy System (OHS) for accuracy and update as needed. Reach out to COE-Finance@austin.utexas.edu with any questions.


Resources:

Review DPUSER contacts in the Mainframe for accuracy and work with your DPUSER contact to update as needed.


Resources:

 

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.

Contact the Dean’s Office HR Team at COE-HR@austin.utexas.edu to request appropriate Workday roles.
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.
Request Cognos access, Financial and/or HR as appropriate to your role, by emailing COE-HR@austin.utexas.edu.

Resources:

III. Training:

Complete all Workday training appropriate to your role. View “Training by Area” on the Workday Training site.
Cognos training appropriate to your role.
Complete additional training appropriate for your role:
Review COE Business Services Wiki:

 

 

 

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