University of Calgary

News

December 14: Improving financial controls for purchasing

The university community is still experiencing growing pains with our changes in business processes. One of the major implementation challenges we have encountered is in our accounts payable system. Read more »

December 12: Squared Away Newsletter

A new issue of the  "Squared Away" newsletter is now available. This newsletter contains tips and tricks, bouquets and other information relating to the transition to new and revised processes and systems. Click here to view.  To view previous issues, Click here.

October 25: Finance Help Desk will no longer be available

Please note: effective November 1, 2011, the Finance Help Desk (403-220-3444) will no longer be available.  Please direct any Finance related questions to the SCM Help Desk, RTA Help Desk, or IT Help Desk. Thank you.

September 22: eProcurement Support Drop-In Sessions

Two eProcurement Support drop-in sessions have been scheduled for the Foothills campus. Click here to learn more.

September 20: Creating a POI Relationship

A job aid has been created which outlines the steps involved and the documents that must be completed when creating a POI relationship. Click here to view the job aid

September 12: New Job Aids for Researchers / PIs

Includes: Accessing the Portal and PeopleSoft, Delegating approval authority for Human Resources and Finance and Supply Chain transactions, Obtaining a Procurement Card (PCard), Acquiring a Travel & Expense Card (T&E Card), Checking worklists, Approving IAM security requests, Approving timesheets online , And more…

See Researchers Cheat Sheet to view the details.

August 24: Do you use the Travel  and Expense Card (T&E Card)?

The focus of the T&E Card Program is to reduce the need for expense reimbursements and cash advances. With the August 2nd upgrade of PeopleSoft, Cardholders now have the ability to reconcile their AMEX Card transactions within MY WALLET, an expense module within PeopleSoft. Click here to learn more!

August 18: Reports to Managers; Time Management and Approval Process

Need help with time management and approval processes? Click here.

August 18: PeopleSoft Trouble Shooting

If you are seeing old forms try clearing your "cache" before you access them again.

PENDING - it IS a good thing!  We have received many questions on the new process for expense claims, particularly the new screen that will say 'Pending' (rather than approved).  Pending just means that you have completed your side of the submission and now your claim awaits approval.  See screen shots

Browser problem?  PeopleSoft is working best on Internet Explorer.  If you are having problems using the new system, please try Internet Explorer rather than Firefox or Chrome.

Quick Reference

The iS2 Project website has a number of tools to help you understand the upcoming changes, and who in your faculty/unit can help you understand what they mean for you.

  • Go Live Support Services - trifold of contacts & services available August 2
  • Job Aids  To date, the following topics have available job aids loaded: Approvers, HR Approvals - Compliance & Eligibility, Self Service, HR Initiator Guides, Talent Acquisition Management (TAM) for Managers, Talent Acquisition Management (TAM) for Recruiters, Time Reporting, Accounts Receivable - Billing, Accounts Receivable - Direct Journal Entry, Travel & Expenses

  • For comprehensive instructions on business process flows, please visit the Simulations page.

  • List of Change Leaders for each faculty/unit
  • List of Partners and Advisors for each faculty/unit
  • Finance and HR role definitions
  • Videos (iS2 Perspectives series)
  • Want to know what communications have gone out that might be relevant for your faculty or unit?
    All communications (emails, posters, videos etc) are being archived in one location – for ease of access and to ensure you don’t missing important information. Click the sign below

Training & Events

Information Overview - Approvers

Information Session for Approvers

Blackboard is currently being loaded and should be open for registration afternoon of June 22.

For detailed instructions on Blackboard log in, click here.

 

Online Information Sessions

If you missed the April iS2 Information Sessions, you can now see and hear them online.

Videos

Dr. Len Waverman

Submitted by support on Thu, 07/07/2011 - 11:19.

Dr. Len Waverman

Dr. Leonard Waverman, Dean, HASKAYNE School of Business talks about how constant change is a key to success. The process and system changes that are being implemented through the iS2 Project lay the foundation for our continuous improvement and ensure that we are an efficient organization. Dr. Waverman discusses the importance of accountability, integration and constant change to the success of the university and how the changes we are implementing will earn us the trust and respect of our larger community.

One university. One community. One vision.

The iS² Project is a multi-year strategic initiative designed to improve financial controls and administrative services and create opportunities for cost-savings and greater efficiencies across campus. The project’s vision is to build a customer-oriented organization that delivers high quality, efficient and effective administrative services that enable the U of C to be a recognized leader among academic institutions.

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