For faculty and staff



PeopleSoft financial access and training

Below are the different areas of PeopleSoft and what to do to acquire or delete access for an extension employee. For all requests, the following is needed:

  • Full employee name
  • SSOID (for instance, Joe Smith would be smithj — the first part of the employee's email address)
  • Emplid

MIS WebApps
Send an email request to Patrick Kurtz, specifying the different parts of MIS WebApps that will be needed. No form or training is required for data entry access.

  • FIN Financial Reports*
  • FIN Search Options*
  • HR PAF
  • FIN Journal Entry
    • Level 3-CE, ISE, JE, PCE, TRE
    • Level 4-CE, ISE, JE, TRE
    • Level 5-CE, ISE, JE
    • Level 6-CE, ISE, ,JE, PCE
    • Level 7-CE, ISE
    • Level 8-CE, ISE, PCE
    • Level 9-PCE
    • Level 10-CE, ISE, PCE, TRE
    • Level 11-Approval Only
    • Level 12-CE, ISE, TRE

CRR
Send an email request to Patrick Kurtz. Please specify if the access will be cashier or direct deposit.  If the access is for direct deposit, please provide the deposit location number. No form or training is required for data entry access.

Grants
Send an email request to Dustin Oehl. OSPA contact is Jamie Szabo 573-882-8456.

ECC Cognos Reporting
Send an email request to Patrick Kurtz including the employee’s name, SSO ID(login name) and department. No form or training is required for data entry access.

Voucher data entry and vendor requests
Send an email request to Patrick Kurtz. No form or training is required for data entry access.

T&E access
Access should be automatic. If you have an issue, send an email request to Patrick Kurtz with a screenshot or snippet of the problem screen. No form or training is required for data entry access.

eProcurement/Purchase orders
Users and approvers, whether new or a change, will need to send in a completed ePro Security form. Please enter the ship-to code (PDF) if one has been set up, otherwise enter the full mailing address where requested. Once the "access request approved by" line is signed, please forward to Karin Burgess, 211 Whitten, UMC. Training is not required for access.

ARBI/Invoicing
Send an email request to Patrick Kurtz to request access. The employee will train with a test system and end user manuals provided by Accounting, but there is no formal training required for access. Access will be granted once a self test is passed that Accounting will provide the user upon request.

Paymentnet (Purchasing card)
Approver sends Outlook form to Purchasing. Extension contact is Shelly DeJaynes.

Query
Send an email request to Patrick Kurtz. No form or training is required for data entry access.

Budget
Send an email request to Patrick Kurtz. Please complete the sections of the Budget Security Form that apply and attach to the email requesting access. 

Contract Portal
Send an email request to Patrick Kurtz specifying whether they need read-only access or access to create documents.  No form or training is required for access.

Misc PS financial training