SME GoLive Validation Guide Roles

Purpose:  This document is a companion to the four Canvas courses that are intended to help College Subject Matter Experts (SMEs) perform a validation of key business processes during the Cutover Event.  This document lists the PeopleSoft security roles required by the validation steps.  This activity will occur after the PeopleSoft Production environment has gone through conversion for all three pillars.  College SME Validation activities will take place in the CAG environment, which will be a snapshot of the Production environment, but where college system users can perform transactions.

Audience:  College Subject Matter Experts and Local Security Administrators

HCM - Human Capital Management
Validation Step HR-001

Navigation

Tiles:  Person Details, Addresses, Contact Details, Name, Ethnic Groups, Emergency Contacts, Additional Information, Disability, Veteran Status, Time, View Requests, Absence Balances, Payroll, Tax Withholding, Direct Deposit

Roles

ZZ PeopleSoft User

Validation Step HR-002

Navigation

Tiles:  Approvals, My Team, CTC Team Time

Roles

ZZ PeopleSoft User

ZZ HCM Manager

Validation Step HR-003

Navigation

Tiles:  Workforce Administrator, HR Administration, New Hire Tasks, Compensation Administration

Roles

ZZ PeopleSoft User

ZZ SS Workforce Administrator

Validation Step HR-004

Navigation

NavBar > Navigator > Workforce Administration > Personal Information OR Job Information OR Self Service Transactions

NavBar >  Navigator > Workforce Development > Profiles > Person Profiles

NavBar >  Navigator > Workforce Development > Faculty Events > Calculate Tenure > Create Tenure Data

Tile:  Position Management, Manage Positions

Roles

ZC HR Employee Maintenance

ZZ HR Employee Maintenance

ZZ SS Workforce Administrator

ZC HR Position Management

ZZ HR Position Management

Validation Step HR-005

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  QHC_HR_EMPLOYEES_EMAIL_ADDR and QHC_HR_JOB_CODE_TABLE

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_SECURITY_TABLES

ZD_DS_QRY_HRCORE

Validation Step HR-006

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  QHC_HR_EMPLOYEE_ADDRESSES

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_HRCORE

Validation Step HR-007

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  QHC_HR_JOBDATA

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_HRCORE

Validation Step AB-001

Navigation

Tile:  Absence Administration

Roles

ZZ PeopleSoft User

ZZ SS ABS Administration

Validation Step AB-002

Navigation

Tile:  Time

Roles

ZZ PeopleSoft User

Validation Step BN-001

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_BENEFITS

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZC Benefits Enrollments

Validation Step BN-002

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZD_DS_QRY_HRCORE

ZD_DS_QRY_BENEFITS

ZC Benefits Enrollments

Validation Step BN-003

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_HRCORE

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZC Benefits Enrollments

Validation Step BN-004

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZD_DS_QRY_BENEFITS

ZC Benefits Enrollments

Validation Step BN-005

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZZ Payroll Data Maintenance

ZZ SS Payroll

ZC Benefits Maintain PrePay

Validation Step BN-006

Navigation

Tile:  Benefits Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZC HR Employee Maintenance

ZZ HR Employee Maintenance

ZZ SS Workforce Administrator

Validation Step PY-001

Navigation

Tiles:  Payroll Administration, EE Pay Data

Roles

ZZ PeopleSoft User

ZZ Payroll Processing

Validation Step PY-002

Navigation

NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Deductions > Create General Deductions

NavBar > Navigator > Payroll for North America > Periodic Payroll Events USA > Balance Reviews > Earnings

Roles

ZZ SS Payroll

ZZ Payroll Data Maintenance

ZZ Payroll Processing

ZD_PY_REVIEW_PAY_BALANCES

ZD Payroll Data Maintenance

Validation Step PY-003

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  PR_EE%

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

Validation Step PY-004

Navigation

NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Request Direct Deposit

Roles

ZZ SS Payroll

ZZ Payroll Data Maintenance

ZZ Payroll Processing

Validation Step TL-001

Navigation

Tile:  Time & Labor Admin

Roles

ZZ PeopleSoft User

ZC Admin Enroll Time Reporters

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZD_DS_QRY_TIMELABOR

Validation Step TL-002

Navigation

Tile:  Time & Labor Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZD_DS_QRY_TIMELABOR

ZC Admin Enroll Time Reporters

Validation Step TL-003

Navigation

Tile:  Time & Labor Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZD_DS_QRY_HRCORE_SSN_HI_SENS

ZD_DS_QRY_PAY_SSN_HIGH_SENS

ZD_DS_QRY_TIMELABOR

Validation Step TL-005

Navigation

Tile:  Time & Labor Admin

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_PAYROLL

ZC Admin Enroll Time Reporters

ZZ HCM Manager

ZZ Abs Events and Adjs

Validation Step TAM-001

Navigation

Tile:  Recruiting Activities

Roles

ZZ PeopleSoft User

ZZ Recruiter

ZZ Hiring Manager

ZZ Interested Party

ZZ Recruiting Admin Local

Validation Step TAM-002

Navigation

Tile:  Recruiting Activities

Roles

ZZ PeopleSoft User

ZZ Recruiter

ZZ Hiring Manager

ZZ Recruiting Admin Local

Validation Step FWL-001

Navigation

Tile:  Faculty Workload

Roles

ZZ PeopleSoft User

ZC CM Instructor Advisor

ZC FWL Maintain Config

ZD CM Instructor Advisor

ZD FWL View Config

ZZ CM Instructor Advisor

ZZ CM Local Configuration

Validation Step FWL-002

Navigation

Tile:  Faculty Workload

Roles

ZZ PeopleSoft User

ZC FWL Maintain Config

Validation Step FWL-003

Navigation

Tile:  Faculty Workload

Roles

ZZ PeopleSoft User

ZC CM Instructor Advisor

ZZ CM Instructor Advisor

ZZ CM Local Configuration

ZZ FWL Contract Calc

FSCM - Financials/Supply Chain Management
Conversion Step GL-001

Navigation

NavBar > Navigator > General Ledger > Review Financial Information > Ledger

NavBar > Navigator >  Set Up Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > Chartfield Values > Department

Roles

ZD General Ledger Inquiry

ZD Grants Read Only

ZZ GL Local Configuration

ZZ General Ledger Processing

General Ledger Journal Validation Step GL-002

Navigation

NavBar > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Roles

ZZ GL Journal Entry

Validation Step KK-001

Navigation

NavBar > Navigator > Commitment Control > Define Control Budgets > Budget Definitions

NavBar > Navigator > Commitment Control > Review Budget Activities > Budget Details

Roles

ZZ CC Local Config

ZD CC Budget Inquiry

ZZ CC Budget Entry

Health Check Step EX-001

Navigation

NavBar > Navigator > Travel and Expenses > Manage Employee Information > Update Profile

NavBar > Navigator > Employee Self Service > Travel and Expenses > Travel Authorizations > Create/Modify

Tile:  Expenses

NavBar > Navigator > Employee Self Service >Travel and Expenses > Expense Report > View

NavBar > Navigator > Travel and Expenses > Approve Transactions > Approve Transactions

Roles

ZZ Expenses User Admin

ZZ Expenses Processing

ZZ Expenses Workcenter

ZZ PeopleSoft User

ZZ Expenses Approval

ZZ Expenses Manager

Validation Step AM-001

Navigation

NavBar > Navigator > Asset Management > Asset Management WorkCenter

NavBar > Navigator > Asset Management > Search for an Asset

Roles

ZZ Asset Mngment WorkCenter

ZD Asset Management Inquiry

Validation Step AR/BI-001

Navigation

NavBar > Navigator > Accounts Receivable > Customer Accounts > Customer Information > Account Overview

NavBar > Navigator > Billing > Maintain Bills > Express Billing

Roles

ZC AR Customer Maintenance

ZZ AR Customer Maintenance

ZZ Billing Entry

ZZ_AWE_BI_APPR_nnn

ZZ_AWE_BI_APPR_nnn_HI

ZZ_AW_BI_INV

Validation Step TR-001

Navigation

NavBar > Navigator > Banking > Bank Statements > Import Bank Statements

NavBar > Navigator > Banking > Reconcile Statements > Automatic Reconciliation

NavBar > Navigator > Cash Management > Fees and Transfers > EFT Request

NavBar > Navigator > Cash Management > Settlements > Settlement Manager

NavBar > Navigator > Financial Gateway > Process Payments > Payment Dispatch

Roles

ZZ Treasury Bank Processing

ZZ Treasury Maintenance

Health Check Step REQ-001

Navigation

NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions

Roles

ZZ Requisition Entry

Staff Experience PO-001

Navigation

NavBar > Navigator > Purchasing > Purchase Orders > Add/Update POs

Roles

ZZ Purchase Order Entry

Health Check Step VCHR-001

Navigation

NavBar > Navigator > Payable >Vouchers > Add/Update > Regular Entry

Roles

ZZ Voucher Entry

Validation Step AP-002

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Manager

Query Name:  CTC_AP_1099_ALL_WITHD_BALANCE

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_ACCTPAY

Validation Step GM-001

Navigation

NavBar > Navigator > Grants > Awards > Award Profile

Roles

ZC Awards Processing

ZZ Awards Processing

Validation Step PC-001

Navigation

NavBar > Navigator > Project Costing > Budgeting > Budget Plan

NavBar > Navigator > Project Costing > Project Definitions > Team

Roles

ZZ Project Cost Entry-Maint

ZZ Project Costing Processing

ZZ PC Local Configuration

ZZ Project Costing Processing

CS Core - Campus Solutions Core
1.0 Student Bio/Demo
1.1.3 Name

Navigation

NavBar > Navigator > Campus Community > Personal Information > Biographical > Names

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.4 Date of Birth

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.5 Sex

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.6 National ID

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.7 Address

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.8 Phone

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.9 Birth Country and Location

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.10 Citizenship

Navigation

NavBar > Navigator > Campus Community > Personal Information > Identification > Citizenship > Citizenship and Passport

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.11 Visa/Permit Data

Navigation

NavBar > Navigator > Campus Community > Personal Information > Identification > Citizenship > Visa Permit Data

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.1.12 Ethnicity Data

Navigation

NavBar > Navigator > Campus Community > Personal Information > Biographical > Personal Attributes > Ethnicity

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.2.1 Disabled Flag

Navigation

NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person (Regional tab)

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.2.2 Accomodation

Navigation

NavBar > Navigator > Campus Community > Personal Information > Health Information > Accommodation Data

Roles

ZD CC Super user

1.3 Emergency Contacts

Navigation

NavBar > Navigator > Campus Community > Personal Information > Biographical > Emergency Contacts

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

1.4 Residency Data

Navigation

NavBar > Navigator > Campus Community > Personal Information > Identification > Residency Data

Roles

ZC CC Personal Information

ZD CC Personal Information

ZD CC Super user

ZZ CC Personal Information

2.0 Student Program/Plan & Degrees
2.1.1 Student Career

Navigation

NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Program/Plan

Roles

ZC SR Student Program

ZD SR Student Program

ZZ SR Student Program

ZZ Student Program Limited

2.1.2 Student Program

Navigation

NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Program/Plan

Roles

ZC SR Student Program

ZD SR Student Program

ZZ SR Student Program

ZZ Student Program Limited

2.1.3 Student Plan

Navigation

NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Program/Plan

Roles

ZC SR Student Program

ZD SR Student Program

ZZ SR Student Program

ZZ Student Program Limited

2.2.1 Degree Tab

Navigation

NavBar > Navigator > Records and Enrollment > Graduation > Student Degrees

Roles

ZD SR Graduation Inquiry

ZD SR Super User

ZZ SR Graduation

2.2.2 Degree Plan Tab

Navigation

NavBar > Navigator > Records and Enrollment > Graduation > Student Degrees

Roles

ZD SR Graduation Inquiry

ZD SR Super User

ZZ SR Graduation

3.0 Student Enrollment & Transfer Credit
3.1.1 Run Enrollment Query to Identify Students

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  CTC_VAL_ENROLLMENT

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_STUDENT_RECORDS

ZD_DS_QRY_SR_SSN_HIGHSENS

ZD_DS_QRY_CAMPUS_COMMUNITY

3.1.2 Review Enrollments

Navigation

NavBar > Navigator > Records and Enrollment > Enroll Students > Enrollment

Roles

ZD SR High Lev Enroll Inquiry

ZD SR Super User

ZZ SR High Level Enrollment

3.2.1 Run Queries to Identify Transfer Credit & Transcripted Classes

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Names:    CTC_VAL_STDNT_TRANSFER_COURSES

CTC_VAL_STDNT_TRANSCRIPT_CLASS

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_STUDENT_RECORDS

ZD_DS_QRY_SR_SSN_HIGHSENS

ZD_DS_QRY_CAMPUS_COMMUNITY

 

3.1.2.2 Class Roster

Navigation

NavBar > Navigator > Curriculum Management > Class Roster > Class Roster

Roles

ZD CM Class Roster

ZD CM Course and Class Inquiry

ZZ CM Class Roster

ZZ CM Local Configuration

3.3 Generate a Transcript

Navigation

NavBar > Navigator > Records and Enrollment > Transcripts > Request Transcript Report

Roles

ZZ SR Transcript Processing

ZZ SR View Transcripts

4.0 Other Student Records
4.1 Service Indicators

Navigation

NavBar > Navigator > Campus Community > Service Indicators (Student) > Manage Service Indicators

NavBar > Navigator > Campus Community > Service Indicators (Student) > Audit Service Indicators

Roles

ZD CC Service Indicate Student

ZZ CC Service Indicate Student

ZD CC Service Indicators

ZZ CC Service Indicators

4.2 Student Groups

Navigation

NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Groups

NavBar > Navigator > Records and Enrollment > Career and Program Information > View Student Groups by Student

Roles

ZC CS Student Groups

ZD CS Student Groups

ZZ CS Student Groups

4.3 Academic Standing

Navigation

NavBar > Navigator > Records and Enrollment > Student Term Information > Term History (5th tab is Academic Standing)

Roles

ZD SR Super User

ZD SR Term Activation

ZZ SR Term Activation

ZZ SR Withdraw

4.4 Test Scores

Navigation

NavBar > Navigator >  Records and Enrollment > Transfer Credit Evaluation > Test Results

Roles

ZD CS Test Processing

ZZ CS Test Processing

SF - Campus Solutions Student Financials
Post Student Charges

Navigation

NavBar > Navigator > Student Financials > Charges and Payments > Post Student Transaction

Roles

ZZ SF Charges and Payments

Reverse Student Charges

Navigation

NavBar > Navigator > Student Financials > Charges and Payments > Reversals > Reverse Charge

Roles

ZZ SF Charge Reversals

Reverse Student Payments

Navigation

NavBar > Navigator > Student Financials > Charges and Payments > Reversals > Reverse Payment

Roles

ZZ SF Payment Reversals

Calculate Tuition for an Individual Student

Navigation

Tile:  Student Financials

Roles

ZZ PeopleSoft User

ZC SF Tuition and Fees

ZZ SF Tuition and Fees

Assign Student Waivers

Navigation

Tile:  Student Financials

Roles

ZZ PeopleSoft User

ZC SF Tuition and Fees

ZZ SF Tuition and Fees

ZZ SF Processing Inquiry

Assign-Equation-Variables

Navigation

Tile:  Student Financials

Roles

ZZ PeopleSoft User

ZC SF Tuition and Fees

ZZ SF Tuition and Fees

ZZ SF Processing Inquiry

Create a Payment Plan

Navigation

Tile:  Student Financials

Roles

ZZ PeopleSoft User

ZZ SF Payment Plan

Assign a Student to a Payment Plan

Navigation

Tile:  Student Financials

Roles

ZZ PeopleSoft User

ZZ SF Payment Plan

Create a Third-Party Payment

Navigation

NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Create

Roles

ZZ SF Third Party Contracts

Assign student to Third-Party Payment

Navigation

NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Assign

Roles

ZZ SF Third Party Contracts

View Corporate Accounts

Navigation

NavBar > Navigator > Student Financials > View Corporate Accounts

Roles

ZZ SF Corporate Accounts

Third Party Invoicing

Navigation

NavBar > Navigator > Student Financials > Bill Customers > Corporate Bills > Create Billing Request

NavBar > Navigator > Student Financials > Bill Customers > Corporate Bills > Generate Invoice

NavBar > Navigator > Student Financials > Bill Customers > Corporate Bills > Print Invoice

Roles

ZZ SF Bill Customers

SF to GL

Navigation

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  QCS_SF_E214_ACCTG_LN or QCS_SF_E214_ACCTG_LN_CF_SUMM

Roles

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_STUDENT_FINANCE

FA - Campus Solutions Financial Aid
Health Check Step FA-001

Navigation

Tile:  Financial Aid

NavBar > Navigator > Reporting Tools > Query > Query Viewer

Query Name:  QCS_FA_VALIDATE_SAP, QCS_FA_VALIDATE_CHECKLISTS

NavBar > Navigator >  Campus Community > Checklists > Person Checklists > Checklist Management - Person

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD_DS_QRY_FA_SSN_HIGHSENS

ZD_DS_QRY_FINANCIAL_AID

ZC FA SAP Prcs

ZD FA Director

ZD FA SAP Prcs

ZZ FA SAP Prcs

ZC CC 3Cs User

ZD CC 3Cs User

ZZ CC 3Cs User

ZZ FA Budgets/ ZD FA Budgets

ZZ FA Term Prcs/ ZD FA Term Prcs/ ZC FA Term Prcs

ZZ Student Aid Info/ ZD Student Aid Info

ZD CC Personal Info Student

Health Check Step FA-002

Navigation

Tile:  Financial Aid

Roles

ZZ PeopleSoft User

ZD_DS_QUERY_VIEWER

ZD FA Director

ZZ FA Award Processing

ZZ FA Award Processor

ZZ FA DL Mgmt

ZZ FA Direct Loan Processor

ZZ FA ISIR Corrections

ZZ FA ISIR Data Mgmt

ZZ FA ISIR Processor

ZZ FA ISIR Imports

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