PeopleSoft SAS/HRMS Implementation
Quarterly Report
January-March 2000
Despite detailed and extensive preparations,
W2 printing in January was disrupted by continued issues of data and reporting
accuracy, necessitating a general reissue of W2 forms at the end of February.
The processing of expense transfers, adjustments and reversals to budget
accounts is still being addressed so that the system will provide detailed,
accurate and complete account reports to unit business administrators and
fiscal officers. On the Student Administration side, work continues
to coordinate Web access to the system, to insure correct charges, payments
and reports through the TouchTone (interactive voice-response) system,
and to provide full service for transcripts, grades, financial aid and
residence administration requests. To meet immediate needs, work
on some modules (including transfer equivalencies and advising) has been
postponed until after a new software release is installed at the end of
this quarter.
Project ORION team members have worked
with unusual dedication. The urgency of the remaining work has taxed
available staff resources to their limit. The executive sponsors
(the provost and the vice presidents for finance and administration, student
affairs, and information technology) have therefore decided to expand the
resource base by hiring Cambridge Technology Partners for an 8-week support
project (beginning April 3) that adds these resources: a CTP client
partner, a project manager, 2 functional consultants and 1 technical consultant.
These additional resources will address remaining issues in the Payroll
module; when those issues are resolved, the resources will be directed
to support other areas of the project.
This change in resources will parallel
a change in the overall project management, which will now be directly
supervised by a project steering committee consisting of the executive
sponsors and a campus liaison. Policy issues that arise will be directed
to the steering committee by the HR and SAS core teams.
The support of the campus community continues
to be an important element of project success. Campus questions and
issues can be addressed to the project management at project.orion@louisville.edu.
Milestones since September 1999
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Printed first W2s from the new system
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Complete Year-End processing
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Continued end user training
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Continued planning, design, and data conversion
activities to implement systems
-
Continued system security analysis and identification
for end users' needs
-
Continued software development and technical
adjustments to operating platform to accommodate Touchtone/IVR, Web forms
and access, and general system improvements
-
Implemented Room scheduling processes via
schedule 25 and PeopleSoft.
-
Implemented the published schedule of courses
on PeopleSoft.
-
Implemented financial aid regulatory changes
(regs 2) for Award year 2001.
-
Implemented PeopleSoft IVR registration for
Spring semester.
-
Implemented admissions test loads for 7.51.
-
Developed and implemented Eduprise registration
batch interface.
Activities for April-June 2000:
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Complete data rectification in Payroll module
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Continue and complete adjustments and reversals
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Prepare for and install software version 7.6
and ancillary regulation and fix releases
-
Implement course grades and transcripts module
for 2000S grades reporting
-
Continue planning for ORION II (Financials)
implementation
-
Complete student records historical conversion.
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Implement student grading processes.
-
Implement student transcript processes.
-
Implement real time credit card processing
for student billing.
-
Implement encumbrance processing for salaries.
-
Develop new and more efficient payroll input
process.
-
Implement student record and a few HR processes
on the WEB.
-
Begin deployment phase for transfer credit.
-
Develop and implement formal migration procedures
for PeopleSoft programming components.
Posted 03/30/00