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eForms at UTSA

About eForms [video]

eForms is an enhancement to our current PeopleSoft HR/Payroll system which will be used to communicate various Human Resource/Financial actions from the departments to HR/Payroll.

eForms streamlines the entire process for completing and approving organizational, personnel and certain financial actions. This solution allows you, the departments, to create electronic forms within PeopleSoft that support Capturing Data, Approval Routing, Updating Data, Auditing, and Reporting.

eForms eliminates the SharePoint based process that UTSA uses today. In short, your life is about to get easier and our business processes will not only become more efficient, but will be more accurate and take less time. eForms is the robust and automated system we’ve been waiting for!

eForms will be replacing the Interim Workflow Solutions (SharePoint) process for your HR requests. Beginning May 1st our first set of departments will begin making requests in PeopleSoft. Please note that as we make this transition some requests will still be processed using SharePoint.

How does it work?

Department end-users will submit an electronic eForm, which resides in the current PeopleSoft application, to request HR and financial updates. The eForm is then automatically and electronically routed to the appropriate approvers to ensure proper approvals are obtained, then routed to the HR/Payroll/Budget offices for review and approval. Once the eForm has been through the ‘vetting’ process, the data is automatically updated and saved in PeopleSoft. This solution is a win/win for everyone.

eForms may require slight changes to the departmental business processes, in that the individuals creating the eForm (i.e. Hires, Terminations, New Positions, Contract Pay, Funding Changes, Additional Pay, etc.) will need to understand both the functional area (Human Resources/Payroll) and the funding aspects as it relates to the Department Budget Table (DBT.)

How do you learn eForms?

eForms is very intuitive and easy to use. In order to ensure that each end user feels comfortable with the tool, HR will hold classroom training sessions for end users prior to the planned rollout date for each department. Job Aids, Training Presenations and How to Videos are available on the HR eForms website.

 


April 2018

eForms Logo

About eForms

Job Aids

eForms Support

eForms News

[eForms FAQ]

[eForms Quick Guide]