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Below are the different areas of PeopleSoft and instructions explaining what to do in order to acquire or delete access for an extension employee. No form or training is required for data entry access unless specified otherwise below. For all requests, the following is needed:

  • Full employee name
  • SSOID (for instance, Joe Smith would be smithj — the first part of the employee's email address)
  • Emplid

Fiscal Contacts:

Note: One Card requests/information are usually managed and maintained by the appropriate unit/department for campus faculty/staff and managed by MU Ext Portfolio program area for regional faculty/staff.

MIS WebApps
Send an email request to the appropriate fiscal contact (see contacts listed on the right) specifying the different parts of MIS WebApps that will be needed or deleted. Below are examples of sections an employee may need (additional information is linked).

  • FIN Financial Reports (Reference materials)
  • FIN Search Options
  • HR PAF
  • FIN Journal Entry (Reference materials)
    • Level 3-CE, ISE, PCE, TRE, JE (all entries)
    • Level 4-CE, ISE, PCE
    • Level 5-CE, ISE

PS Authorization
Send an email request to the appropriate fiscal contact in order to set up or inactivate employees to approve or view sensitive information at the DeptID/DeptNode level. Please include DeptID/DeptNodes in the email request.

CRR
Send an email request to the appropriate fiscal contact. Please specify if the access will be cashier or direct deposit. If the access is for direct deposit, please provide the deposit location number. Reference materials.

Grants
Send an email request to the appropriate fiscal contact.

ECC Cognos Reporting
Send an email request to the appropriate fiscal contact.

Voucher Data Entry and Vendor Requests
Send an email request to the appropriate fiscal contact. Reference materials for both Non-PO Vouchers and Suppliers.

HR Access
Send an email to Diane Dews specifying system needs.

T&E access
Access should be automatic. If you have an issue, send an email request to UM Ext Finance Support with a screenshot or snippet of the problem screen. Reference Materials.

One Card
Complete the One Card Application and email to the appropriate fiscal contact. Training will be required before the employee will receive their card in the mail. It typically takes up to one month after the application submission to receive the One Card. To change limits on or cancel a One Card, please submit an Outlook form to the appropriate fiscal contact.

Purchase orders/ePro (Show-Me Shop)
Please email your request to the appropriate fiscal contact for Extension campus and MUEXTPortfolio4 for regional/field with the individual's name, EMPLID and the following information: Ship to Location Code (select "directory of Active Ship To Codes" in Step 1), MoCode and PS account. Reference materials: eProcurement and Purchasing and PO Vouchers.

ARBI/Invoicing
Send an email request to the appropriate fiscal contact for either data entry or view access. Reference materials.

PS Financial Query
Send an email request to the appropriate fiscal contact. Reference materials.

Budget (Hyperion & Cognos)
Complete the Budget Security Form and email to the appropriate fiscal contact. Although training is not initially required, it will be expected that the employee attends seasonal training. Reference materials.

Contract Portal
Send an email request to the appropriate fiscal contact specifying whether they need read-only access or access to create documents.

Miscellaneous training topics

UM System Financial Compliance Training