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Financial System Enhancements- HR Dashboard and training planned


The Financial System Enhancements (FSE) project represents a combination of initiatives planned to be available in November 2017 and includes the Chart of Accounts Redesign (COA), a new Financial Approvers tool and the new Oracle Grants Accounting Module, and supported by enhanced reporting capabilities within Oracle Business Intelligence (OBI). 

Budgeting in the New COA Training a Success
The Budget Planning and Analysis Office successfully facilitated an optional training in May to help units think about how they could budget differently in the current COA to prepare for a smoother transition in November. Representatives from 15 Planning Units and four Regional Campuses participated in this training and gave positive feedback.

Human Resources OBI Dashboard Release
In June, the first of several enhanced reporting dashboards will be released, starting with the Human Resources (HR) Dashboard. The HR dashboard has multiple pages for various inquires and reports including Employee Information, Absence Management, Appointment Information and Costing, and several other dashboard pages that were vetted with a Pilot Group comprised of representatives from across campus. Training for this dashboard will be offered through videos and a reference guide; communication regarding training resources and availability will be distributed to impacted users once the dashboard is live. Access to any OBI Dashboard is established by the Planning Unit’s CFAO.

Planning Unit Mappers to Vet Converted GL
Planning Unit mappers have been invited to one of several sessions being held in June and July to begin reviewing their mapped General Ledger data in a newly converted instance. There will be several sessions to guide attendees through the processes and tools to begin viewing sample converted General Ledger (GL) Data. Access will be provided to a test system and data will be viewed via GL conversion dashboards in OBI.

Several updates have been added to the COA website including an updated COA Mapping Introduction presentation which outlines the new General Ledger and Grants COA and an updated COA Quick Reference Guide which is a brief one-page list of commonly used values for the segments in the new General Ledger COA. A training schedule will be published to the website and distributed to Planning Units in June or July.