Go-Live Information
The University of West Georgia has successfully completed its conversion to PeopleSoft Financials V8.9. Therefore, the new Expense module is ready to be utilized for employee travel and miscellaneous expense reports. Employees must complete several set-up tasks before expense transactions can be entered into the new module.
1. Register for HRMS Self Service. Most employees already have a user ID to access the HRMS Self Service portal. If you do not have a login, please visit the HR Self Service website at http://www.westga.edu/hrpay/index_2413.php for further information on establishing this login.
2. Login to HRMS Self Service and confirm your email address through the HR “My System Profile.” Please see UPK topic EX 010.013 Reviewing My System Profile.
3. Enable the Travel & Expense Home Pagelet. This is your link into the Expense module and must be enabled for entry into the system. Please see UPK topic EX 010.011 Enabling T&E Home Pagelet.
4. Review your profile and settings. This provides you with a review of your employee profile and settings in the system. You need to ensure that the proper fund and budget year are entered on the Organizational Data tab. Entering the account number will save on the time required for data entry. Please see UPK topic EX 010.030 Reviewing an Employee’s Profile and Settings.
5. Modify your user defaults. This information allows you to set defaults to minimize the amount of data entry to be done on your expense report. Please see UPK topic EX 010.010 Modifying User Defaults.
6. Authorize Expense Users/Delegate Entry Authority. You can authorize a delegate to enter transactions on your behalf. Please use the Delegate Entry Authority form to establish this delegate. The form should be completed and signed by the employee requesting the delegate. The completed form should be mailed to the Office of the Controller.
The University is using an on-line training tool as the primary training tool for travelers. For information on accessing and utilizing this on-line training tool called a UPK Player, please login into the “myUWG” portal and click on the “My Campus” tab. Information regarding the UPK Player can be found under the “Financials” section (PSFIN V8 Online Training Tip Sheet (UPK Player). There are also instructor led sessions available. For a complete listing of all sessions, please visit http://www.westga.edu/controller/index_5444.php
For end user support regarding the use of the PSFIN Expense module, please contact Tricia Durrough at pdurroug@westga.edu or x96392.
