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OBM CHARTFIELD WEBINAR
November 12 & 13, 2013
* OBM CHARTFIELD WEBINAR
*OBM CHARTFIELD WEBINAR
*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
*HCM TEAM
*OBM Training Academy
*OBM IT
*OBM RACM GL TEAM
* OBM CHARTFIELD WEBINAR
* 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
*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
* 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
*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
*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
*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
*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
*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
*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
*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
*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
*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
*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
*Q & A
*“The dumbest question ever, is the one that is never asked…”
* OBM CHARTFIELD WEBINAR
*Concluding Remarks
*Thank you
