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UTSA SharePoint 2010 Migrating to SharePoint Online
On Monday morning March 28, 2016, Interim Workflow Solutions Forms (IWS) will have a slightly different look with the HCM related forms.
UTSA's current SharePoint 2010 platform and server will be retired later this summer so an effort to migrate all of the current IWS forms and processes over to the SharePoint Cloud platform is in progress. All IWS HR Forms and Timesheets will be migrating over to SharePoint Cloud and have a slightly different look. The forms will still operate the same as before, so the transition should be seamless.
An Interim Workflow Solutions Forms Job Aid has been created to provide a screen shot of the before and after images for each of the converted forms providing a look at the new format.
Important Dates to Remember:
Departmental HR Forms including Timesheets
Friday, March 25th - All existing IWS Forms including Timesheets created by end of day will be available for approval via email notification and routed to either HR for completion of the Timekeeper for data entry
Monday, March 28th - Begin using new SharePoint Online IWS Forms to ensure new format is used
Departmental Financial Forms and PeopleSoft Process
Friday, March 25th - the following documents must receive final approvals by end of day. The Create feature will not be available after Friday.
- Created Requisition Request
- Created Non PO Vouchers
Monday, March 28th - IWS Forms will only be available for Travel Authorizations and Expense Reports
Friday, March 25th - Ensure that ePro Requisitions and Non PO Vouchers have obtained IWS approval are entered into PeopleSoft and “Saved” by department creators by end of day
- PeopleSoft documents must be “SAVED” in order for the existing workflow to move those documents to back offices for approval
- If document is not SAVED in PeopleSoft, then the complete process will have to be re-created in PeopleSoft where electronic workflow will take place
Monday, March 28th - Workflow in PeopleSoft for ePro Requisitions and Non PO Vouchers will occur on the same date as the migration of Interim Workflow Solutions Forms
Update any shortcut links or saved “Favorites” to ensure you will point to the new SharePoint Online Forms effective March 28, 2016.
If you have any questions please contact SPOC at ext. 7762.
Updated on: 03/22/2016