Round 3 User Defaults

1
Round 3 User Defaults Workflow Set Up
Presenters Shirley Criscillis, Troy Haynes,
Suzanne Sindledecker, Monica Thames-Lamar
2
Round 3 User Defaults Workflow Set Up

• Agenda
• Introduce Training Resources FAQs
• Discuss Financials Defaults Workflow Set Up
• Discuss HRMS Defaults Workflow Set Up
• Answer Additional Questions

3
Round 3 User Defaults Workflow Set Up

• Overview Walkthrough
• Financials HRMS
• Effective Dating Preserves history
• Default Values Used to initially populate
  transactions may be changed by the user during
  data entry and record retrieval
• Workflow Values Used to route transactions to
  the appropriate approver

4
Round 3 User Defaults Workflow Set Up

• Effective Dating
• Susan Myers Dept Mgr As of 1/1/1999
• Mark Abrams Dept Mgr As of 10/15/2000
• Gus Holland Dept Mgr As of 2/10/2001
• Who is dept mgr on report dtd 2/1/2001?
• Who is dept mgr on report dtd 11/15/2000?
• Who is dept mgr on report dtd 1/1/1998?

5
Round 3 User Defaults Workflow Set Up
Questions?