enterprise resource planning projecttest-apache.erp.ufl.edu/forms/entrychecklist.pdf · enterprise...

Enterprise Resource Planning Project

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Pre-Entry Team Member Checklist Completing this checklist ensures that your new team member has everything they need to begin a productive work day as soon as they arrive. Some items require approximately two weeks to acquire so please plan your pre-entry requests appropriately. Please be sure to check off each task below and keep this checklist for your records. Date:______________ This New Team Member Checklist is for ___________________________ (New Team Member Name) Tasks to Complete:

Complete the Pre-Entry Office Items Request Form Complete the Pre-Entry Team Member Information Form Complete the Pre-Entry Team Member Association Form Complete the Pre-Entry Production Support Services Request Form Complete the Pre-Entry Alpha Environment Security Form


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Pre-Entry Office Item Request Form Please complete this form and submit to the Office Manager. Remember to check-off this task on your Pre-Entry Team Member Checklist. Date:______________ This Pre-Entry Team Member Checklist is for ___________________________

Office Items Comments Desk Standard Custom Please list custom details below. Chair Standard Custom Filing Cabinet Standard Custom Access Card Needs Yes No Phone Needs Yes No

Other

Office Supplies Please list any office supplies which should be provided for this new team member.

Technical Support Items Computer Standard Custom Monitor Standard Custom Other

Customization Details


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Pre-Entry Team Member Information Form

Please complete this form and submit to the Office Manager. Remember to check-off this task on your Pre-Entry Team Member Checklist. Unless we have the Birthdate or SSN, no UFID’s or GL/Network ID’s can be created

Date:______________ SSN ________________________ Birth date __________

Consultant: Employee: DIS Intern OPS Intern

Entering Team Member Name: ____________________________________ Last First MI

Current Email: ____________________ Current Phone #: __________________

Job Title (employees only): __________________________________________

Supervisor’s Name: ____________________ Start Date: _________________

Exchange Mailbox Needed: Yes No Sex: M F

If new team member will be a new UF Employee, please complete this section:

UF Employment Status: OPS USPS TEAMS

UF Email: _____________________ SSN: ______________________

If new team member is an intern or transferring from another UF department, please complete this section:

UF ID: ________________________ GatorLink ID: ___________________

Former Department Name: ________________________________

Expected percentage of work week: _________________________

*If new team member is a consultant, please complete this section:

Company Name: _____________________________________

Expected duration: _______________________________________

Company Address: ___________________________________

Company Phone #: ___________________________________

Email: _____________________ SSN: ________________________

Comments:


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Pre-Entry Association Form

Please complete this form and submit to Technical Support. Remember to check-off this task on your Pre-Entry Team Member Checklist.

Date: _________

This Pre-Entry Team Member Checklist is for ___________________________

Network Security Groups Please check all to which new team member should be added:

ERP-FA Cross Division Sharing ERP-Housing Cross Division Sharing ERP-HRTD Cross Division Sharing ERP-OA-Exchange-Users ERP Change Control ERP Consultants ERP Data Administration, Security, and Audit ERP DBA ERP Developers ERP EPM Cognos Admins ERP EPM Cognos Developers ERP ER Management ERP Financial General Ledger ERP Financial Team ERP Financials Part-Time People ERP GatorLink Account Management ERP IT Governance ERP IT Infrastructure SharePoint Admins ERP IT Infrastructure Team ERP OACR (Auditors) ERP PeopleTool Administrators ERP PeopleTools Customer Relationship Mgmt (CR) Users ERP PeopleTools Enterprise Performance Mgmt (EP) Users ERP PeopleTools Financial (FI) Users ERP PeopleTools Human Resource (HR) Users ERP PeopleTools Portal (PA) Users ERP PeopleTools Student Administration (SA) Users ERP Production Support Services (PSS) Users ERP Production Support Services Adminstrators ERP Production Support Services Operations ERP Project Management Organization ERP PS Security Admins ERP PVCS Project Leaders ERP Student Interns ERP Training Room Admins ERP Web Group ERP WLA Editors


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Email lists Please check all to which new team member should be added: Global Address Book Email Lists

. OFA-ERP Alerts

. OFA-ERP Application Development

. OFA-ERP Banking

. OFA-ERP Bridges Leadership Team

. OFA-ERP Bridges Training Web Response

. OFA-ERP Change Control

. OFA-ERP Customer Additions

. OFA-ERP Data Administration

. OFA-ERP Data Admin Meeting Group

. OFA-ERP DBAs

. OFA-ERP Developers

. OFA-ERP Eastside Campus Personnel

. OFA-ERP Enterprise Reporting Team

. OFA-ERP ER Admin

. OFA-ERP ER Update Notification

. OFA-ERP Exchange Users

. OFA-ERP Finance-Support

. OFA-ERP Financials Project Workgroup

. OFA-ERP FTP Test Messages

. OFA-ERP GL

. OFA-ERP Grad Benefits

. OFA-ERP Help

. OFA-ERP HRMS Team

. OFA-ERP HR-Payroll

. OFA-ERP HR-Support

. OFA-ERP Info

. OFA-ERP IPay

. OFA-ERP Legacy Systems

. OFA-ERP MBNA Load

. OFA-ERP MyBeta

. OFA-ERP MyUFL-admin

. OFA-ERP Outreach

. OFA-ERP Portal

. OFA-ERP Production Support

. OFA-ERP Project Management Office

. OFA-ERP PS Audits

. OFA-ERP R9 Output Users

. OFA-ERP Reporting-Support

. OFA-ERP Resource Admins

. OFA-ERP Sec-Admin

. OFA-ERP Sponsored Programs

. OFA-ERP Student Refund

. OFA-ERP System

. OFA-ERP System Admin

. OFA-ERP Technical

. OFA-ERP Testing Leads

. OFA-ERP Tigert Branch

. OFA-ERP University Management

. OFA-ERP Vendor Relations

. OFA-ERP Veritas Backup Messages

. OFA-ERP Workstation/Network Support

. OFA-IS SFS Support

ERP Contacts Public Folder Lists

. ERP Consultants

. ERP HR

. ERP HRMS-HR

. ERP HRMS-PR

. ERP HRMS-Tech

. ERP Interns

. ERP IT Infrastructure Group

. ERP Pilot

. ERP Portal

. ERP ReportNet Developers


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Alpha Environment Security Form Please complete this form and submit to Integration Architecture. Date:______________ This Security Request is for ___________________________ Security Request completed by _________________________ PeopleSoft Applications Please check all alpha-environment PeopleSoft applications to which team member should be added along with the appropriate alpha-environment role:

- OR - Model after (person that this person’s security should be set up like): Model Person’s Name ________________ and UFID: _____________

Finance Trainer Developer Security Administrator Tech Lead

Human Resources

Trainer Developer Security Administrator Tech Lead

Enterprise Performance Management

Trainer Developer Security Administrator Tech Lead

Enterprise Portal

Customer Relationship Management


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Pre-Entry Production Support Services Request Form

Please complete this form and submit to Production Support Services. Remember to check-off this task on your Pre-Entry Team Member Checklist.

Date: _________

This Pre-Entry Team Member Checklist is for ___________________________

MVS RACF Access: Developers Operators CICS Test Access for DYNU AW Access PROD BETA ALPHA


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PeopleSoft Databases GatorLink Userid: _________________ Name: _________________ Please check all alpha-environment PeopleSoft databases to which team member should be added along with the appropriate level of access: _____ Standard Developer or _____ Custom (Not Recommended)

Only fill out this section if “Custom” is checked Alpha Beta Production Finance DEV TST QAT PRD LST read access write access Human Resources read access write access Enterprise Performance Management read access write access Enterprise Portal read access write access

Options: ____ Shell ____ Home

Completed by: _________________________________


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IT Governance Security Form Please complete this form and submit to Change Control. This Security Request is for ___________________________ Please check which application team resource is being added to:

Change Control Data Administration Production Support Services Active Directory DBA Outreach Systems Reporting Development Warehouse Improvement Financials Grants HRMS Peoplesoft Development Student Financial Applications

enterprise resource planning projecttest-apache.erp.ufl.edu/forms/entrychecklist.pdf · enterprise...

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