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OBM CHARTFIELD WEBINAR. OBM CHARTFIELD WEBINAR November 12 & 13, 2013. WELCOME STATE AGENCIES BOARDS AND COMMISSIONS UNIVERSITIES. OBM CHARTFIELD WEBINAR. AGENDA Opening Chartfield Updates Q & A. OBM CHARTFIELD WEBINAR. Opening Thank you for Attending Introduction of our Hosts

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Obm chartfield webinar

OBM CHARTFIELD WEBINAR

OBM CHARTFIELD WEBINAR

November 12 & 13, 2013


Obm chartfield webinar1

  • WELCOME

  • STATE AGENCIES

  • BOARDS AND COMMISSIONS

  • UNIVERSITIES

OBM CHARTFIELD WEBINAR


Obm chartfield webinar2

  • AGENDA

  • Opening

  • Chartfield Updates

  • Q & A

OBM CHARTFIELD WEBINAR


Obm chartfield webinar3

  • Opening

  • Thank you for Attending

  • Introduction of our Hosts

    • HCM TEAM

    • OBM Training Academy

    • OBM IT

    • OBM RACM GL TEAM

OBM CHARTFIELD WEBINAR


Obm chartfield webinar4

  • Chartfield Updates

  • Changes Mandated in the System

    • Exceeded limits set by DAS OIT on the Chartfield System

    • Decommissioning of software

    • Updates needed to Chartfield Requests

    • Integration of FIN and HCM via Department Chartfield

OBM CHARTFIELD WEBINAR


Obm chartfield webinar5

  • Chartfield Updates

  • Exceeding Limits

    • 8,000 items per chartfield was exceeded

    • Warning messages were being displayed to end users causing concern

  • Decommissioning of Software

    • DAS OIT had “Sun setted” the background programs for making data entry screens. No updates could be made in the future.

    • Each Chartfield has it own instruction set

OBM CHARTFIELD WEBINAR


Obm chartfield webinar6

  • Chartfield Updates

  • Updates Needed to Chartfield Requests

    • GRANT: Agency requested adding the “C” for County

      Adding the “D” Option on Action Required

    • PROGRAM: Removing non essential fields

    • DEPARTMENT: Removing non essential fields

  • Integration of FIN and HCM – DEPARTMENT CHARTFIELD

    • New Strategy

    • Re-write of the DEPARTMENT CHARTFIELD to integrate FIN and HCM

OBM CHARTFIELD WEBINAR


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  • GRANT

  • Additions

    • Action Required now has the “D” Option for Permanent Deactivation

    • The Fourth Character of the GRANT VALUE now allows for the “C” option to track grants by COUNTY

OBM CHARTFIELD WEBINAR


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  • PROGRAM

    • Removing non essential fields

    • Adding the “R” and “T” Options in the Action Required Field

      • R = Reactivate an Inactive Program Value

      • T = Tree Changes Only

OBM CHARTFIELD WEBINAR


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  • DEPARTMENT

    • Removing non essential fields

    • Adding the “R” and “T” Options in the Action Required Field

      • R = Reactivate an Inactive Department Value

      • T = Tree Changes Only

  • New Integration between FIN & HCM

OBM CHARTFIELD WEBINAR


Obm chartfield webinar10

  • Integration of FIN and HCM – DEPARTMENT CHARTFIELD

    • New Strategy

    • Re-write of the DEPARTMENT CHARTFIELD to integrate FIN and HCM

    • One request form for FIN and HCM

    • New fields for HCM

OBM CHARTFIELD WEBINAR


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  • Initial Definitions

    • Funding Only Department IDs, and PAY

    • Departments used in Positions versus Funding only

    • Department Chartfields versus Department IDs

    • The Position Page: Main Menu>Organizational Development>Position Mgmt>Maintain Positions Budgets>Add/Update Position Info (let’s look at a position in HCM)

OBM CHARTFIELD WEBINAR


Obm chartfield webinar12

  • Existing HCM Parent Node

    • If the Department you are doing an entry on does not exist in system, put N/A

    • If it does exist, put PAY if it is currently for funding only

    • If it does exist and is currently used for Positions, put the current Parent Node.

    • If you unaware of what your current HCM Tree Structure is, email [email protected] and I will provide you a current spreadsheet.

OBM CHARTFIELD WEBINAR


Obm chartfield webinar13

  • New HCM Parent Node

    • If the Department you are doing an entry on does not exist, and you want to Add it for Funding Only, put PAY

    • If the Department does not exist, and you want to use for Positions, put the Parent Node it should be under.

    • If this is an Inactivation, put PAY.

    • If changing Parent Nodes, or going from PAY (no security) to Security, put the new Parent Node.

    • Put N/A if no change from Existing to New.

OBM CHARTFIELD WEBINAR


Obm chartfield webinar14

  • HCM Location Code

    • If your entry is funding only, or an inactivation, put N/A

    • If your entry will be for Positions, and you want a default location code to pop in on the Position Page when you enter this Department ID, put in the location code.

    • If you are unsure, put N/A

OBM CHARTFIELD WEBINAR


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  • Default Code 1 and 2

    • These are default combo codes.

    • Please give us two combo codes that are used as default codes.

    • These are only needed when the Department you are doing entry on will be used for Positions. Everything else can be N/A.

OBM CHARTFIELD WEBINAR


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  • Funding Only (F)/Funding Positions (P)

    • If inactivating a department put F. Instructions may say N/A, but not available.

    • Funding only Departments will be F. These are only used for Funding, and not used for Positions.

    • If the Department will be used for Positions put P even if it can also be used for Funding. If P is selected, there should definitely be a Parent Node listed.

OBM CHARTFIELD WEBINAR


Obm chartfield webinar17

  • Q & A

  • “The dumbest question ever, is the one that is never asked…”

OBM CHARTFIELD WEBINAR


Obm chartfield webinar18

OBM CHARTFIELD WEBINAR


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