posted Apr 7, 2016, 2:22 PM by Peyri Herrera
PeopleSoft Finance offers a Travel and Expense (T&E) module that can be used for travel authorizations, travel expense claims, and mileage reimbursements. We would like to begin configuring that module for your organization if you are interested. The first rollout of the T&E module will be in October 2016; if you would like to join this rollout, you will need to commit in April 2016 so you can be involved in all of the activities.
NOTE: Your organization must be using PeopleSoft Finance and HCM as of October 1, 2016 to participate in the T&E rollout.
Step 1: Attend the webinar on 4/11/16 to see a demo of PeopleSoft T&E. OPTIONAL
We have scheduled a webinar on Monday, April 11, 2016 from 2:00-3:00 pm
to demonstrate the basic T&E functionality to help you decide if your organization would like to implement the T&E module. This is a demo of PeopleSoft Travel & Expenses for all districts and charter schools in San Diego county. MITI/CRC will show you how to (1) create a travel authorization (TA) in PeopleSoft, (2) turn a TA into an expense report, and (3) create a blank expense report for mileage. This webinar will be recorded so if you are not able to attend, you may watch it at your convenience – it will be posted on the CRC website. Please register for the webinar at https://attendee.gotowebinar.com/register/1913391399149770244
. Upon registration, you will receive an email from Citrix/GoToWebinar with connection information.
Step 2: Respond Yes/No to the form on 4/11/16.
On the afternoon of Monday, April 11
, after the webinar, we will send you (all PeopleSoft contacts for your organization) a form that asks if you are interested in participating in the T&E rollout. Remember, activities begin in April; go live is in October. Only 1 person from your district or charter school needs to reply Yes or No when asked if you would like to join the T&E rollout. Even if you are not interested, please have 1 person reply No.
Step 3: Attend the meeting at SDCOE Main Campus on 4/18/16.
If you believe your organization will be interested in using PeopleSoft T&E, please mark your calendar for a business process review session at the SDCOE Main Campus on Monday, April 18 from 1:00-4:00 pm
. If you responded Yes to the form sent on 4/11/16, specific information about this 4/18 meeting will be sent to you.