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
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
Navigation
Tiles: Approvals, My Team, CTC Team Time
Roles
ZZ PeopleSoft User
ZZ HCM Manager
Navigation
Tiles: Workforce Administrator, HR Administration, New Hire Tasks, Compensation Administration
Roles
ZZ PeopleSoft User
ZZ SS Workforce Administrator
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
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
Navigation
NavBar > Navigator > Reporting Tools > Query > Query Viewer
Query Name: QHC_HR_EMPLOYEE_ADDRESSES
Roles
ZD_DS_QUERY_VIEWER
ZD_DS_QRY_HRCORE
Navigation
NavBar > Navigator > Reporting Tools > Query > Query Viewer
Query Name: QHC_HR_JOBDATA
Roles
ZD_DS_QUERY_VIEWER
ZD_DS_QRY_HRCORE
Navigation
Tile: Absence Administration
Roles
ZZ PeopleSoft User
ZZ SS ABS Administration
Navigation
Tile: Time
Roles
ZZ PeopleSoft User
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
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
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
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
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
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
Navigation
Tiles: Payroll Administration, EE Pay Data
Roles
ZZ PeopleSoft User
ZZ Payroll Processing
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
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
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
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
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
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
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
Navigation
Tile: Recruiting Activities
Roles
ZZ PeopleSoft User
ZZ Recruiter
ZZ Hiring Manager
ZZ Interested Party
ZZ Recruiting Admin Local
Navigation
Tile: Recruiting Activities
Roles
ZZ PeopleSoft User
ZZ Recruiter
ZZ Hiring Manager
ZZ Recruiting Admin Local
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
Navigation
Tile: Faculty Workload
Roles
ZZ PeopleSoft User
ZC FWL Maintain Config
Navigation
Tile: Faculty Workload
Roles
ZZ PeopleSoft User
ZC CM Instructor Advisor
ZZ CM Instructor Advisor
ZZ CM Local Configuration
ZZ FWL Contract Calc
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
Navigation
NavBar > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries
Roles
ZZ GL Journal Entry
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
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
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
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
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
Navigation
NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions
Roles
ZZ Requisition Entry
Navigation
NavBar > Navigator > Purchasing > Purchase Orders > Add/Update POs
Roles
ZZ Purchase Order Entry
Navigation
NavBar > Navigator > Payable >Vouchers > Add/Update > Regular Entry
Roles
ZZ Voucher Entry
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
Navigation
NavBar > Navigator > Grants > Awards > Award Profile
Roles
ZC Awards Processing
ZZ Awards Processing
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
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
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
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
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
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
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
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
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
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
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
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
Navigation
NavBar > Navigator > Campus Community > Personal Information > Health Information > Accommodation Data
Roles
ZD CC Super user
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
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
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
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
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
Navigation
NavBar > Navigator > Records and Enrollment > Graduation > Student Degrees
Roles
ZD SR Graduation Inquiry
ZD SR Super User
ZZ SR Graduation
Navigation
NavBar > Navigator > Records and Enrollment > Graduation > Student Degrees
Roles
ZD SR Graduation Inquiry
ZD SR Super User
ZZ SR Graduation
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
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
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
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
Navigation
NavBar > Navigator > Records and Enrollment > Transcripts > Request Transcript Report
Roles
ZZ SR Transcript Processing
ZZ SR View Transcripts
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
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
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
Navigation
NavBar > Navigator > Records and Enrollment > Transfer Credit Evaluation > Test Results
Roles
ZD CS Test Processing
ZZ CS Test Processing
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
Navigation
NavBar > Navigator > Student Financials > Charges and Payments > Post Student Transaction
Roles
ZZ SF Charges and Payments
Navigation
NavBar > Navigator > Student Financials > Charges and Payments > Reversals > Reverse Charge
Roles
ZZ SF Charge Reversals
Navigation
NavBar > Navigator > Student Financials > Charges and Payments > Reversals > Reverse Payment
Roles
ZZ SF Payment Reversals
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
ZC SF Tuition and Fees
ZZ SF Tuition and Fees
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
ZC SF Tuition and Fees
ZZ SF Tuition and Fees
ZZ SF Processing Inquiry
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
ZC SF Tuition and Fees
ZZ SF Tuition and Fees
ZZ SF Processing Inquiry
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
ZZ SF Payment Plan
Navigation
Tile: Student Financials
Roles
ZZ PeopleSoft User
ZZ SF Payment Plan
Navigation
NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Create
Roles
ZZ SF Third Party Contracts
Navigation
NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Assign
Roles
ZZ SF Third Party Contracts
Navigation
NavBar > Navigator > Student Financials > View Corporate Accounts
Roles
ZZ SF Corporate Accounts
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
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
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
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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