UVA Team Meeting Notes - FST App

1. Cutover Cycles:  May 23 - Cycle 1, June 29 - Cycle 2
2. Jackie Tucker is the FST Cutover Lead - we'll coordinate with her.

Litao to walk through HCM process map 

1. Nicole: Identify list of Roles:
   1. Current List on UVA Teams (Vanessa has link).  Nicole to review and update.
   2. Who is the Data steward?

   3. Nicole to look and identify those roles that require training.

   4. Kelli will work with Nicole and others to identify the HSVPN requirement (don’t anticipate many).

   5. Expected 5/12

2. Litao can use the following:

   1. IT Project & Software Development Team (example of a user-based group we would want to allow in RBA)
   2. Finance Payroll Information Viewer (role-based enabled on both company and cost center)
   3. Finance Reporting Viewer (role-based enabled for many org types: business unit, company, cost center, fund, gift, grant, program, project, spend, account certification).  Crystal to confirm whether all org types are always needed (or a subset).
   4. Grant Financial Analyst (role-based enabled on grant)
   5. Procurement Data Entry Specialist (role-based enabled on company)
   6. Payroll Costing Specialist (role-based enabled on cost center, company, pay group)
3. Notes:
   1. Needs to be clear where Payroll roles are requested - HCM or FIN app?  Which are the Payroll-related roles to be requested for each application?
   2. What about a request for someone that has both HR and FIN roles.  Should it be the same app (for end user experience).
   3. Discussion on whether Add and Remove are on a single request - or if the are broken apart (and impact on user experience).  Discussion 
   4. Approval based on: Company, Cost Center/CC Hierarchy, Organization, Role (e.g., central), 
   5. Scenarios:
      1. Central Role requests - e.g., Only a central employee can be assigned a Buyer.  

1. We are replacing e-Sharp systems - next up is Oracle Finance and Research UVA.
2. Upgrading HCM Application concurrent with FST development

1. Finance Approver Data Steward stays with HCM (no change)
2. Payroll Cost Center Manager will replace current Labor Distribution Scheduler (Paul Grisdale).  Paul is currently the Data Steward for LD Scheduler - but need to confirm who is the replacement Data Steward.  Does it remain with Paul?  
   1. Sue and Christine will talk with Josh next week to identify

1. Patty is aware due to her role with another RBA app.
2. Angela is receiving questions about training and access requests

1. Who are the Data Stewards for Finance? (Expense, AP, AR, Procurement, GL, Grants)
   1. Kelli and Crystal are identifying which WD FIN roles require HSVPN.  
   2. Nicole will identify the person responsible for identifying which roles require training.
   3. Nicole and Lisa Emmonds will identify the data stewards.
2. Support Model (help desk)
3. Establish web site (to help make request - role descriptions and VPN and training requirements)

1. Sec Admin: Kelli and Crystal
2. FST: Sue Clements & Team

1. Cutover Cycles:  May 23 - Cycle 1, June 29 - Cycle 2
2. Jackie Tucker is the FST Cutover Lead - we'll coordinate with her.