Get the free PeopleSoft Financials / EFS Access Request - finsys umn

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This form is used to request access to PeopleSoft Financials for central business process owners at the University, ensuring that access is granted based on job needs and responsibilities.

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How to fill out peoplesoft financials efs access

How to fill out PeopleSoft Financials / EFS Access Request

01

Log in to the PeopleSoft Financials system using your credentials.

02

Navigate to the 'Access Request' section from the main menu.

03

Select 'New Request' to start filling out the form.

04

Provide your personal details including your name, department, and employee ID.

05

Choose the type of access you require from the available options.

06

Justify your request by explaining why you need access to PeopleSoft Financials / EFS.

07

Attach any required documentation that supports your request.

08

Review all the information for accuracy.

09

Submit the request for approval.

Who needs PeopleSoft Financials / EFS Access Request?

01

Employees who are responsible for managing or processing financial transactions.

02

Budget managers who need to monitor and allocate funds.

03

Staff involved in financial reporting and compliance.

04

Users requiring access to procurement functionalities within PeopleSoft.

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What is PeopleSoft Financials / EFS Access Request?

PeopleSoft Financials / EFS Access Request is a formal request process that allows individuals to gain access to the PeopleSoft Financials system, which is used for managing financial transactions and data within an organization.

Who is required to file PeopleSoft Financials / EFS Access Request?

Individuals who need access to the PeopleSoft Financials system, such as employees responsible for financial tasks, budgeting, accounting, or reporting, are required to file a PeopleSoft Financials / EFS Access Request.

How to fill out PeopleSoft Financials / EFS Access Request?

To fill out the PeopleSoft Financials / EFS Access Request, complete the required sections of the request form, including personal information, supervisor's approval, and specific access needs, then submit it to the designated administrative department for processing.

What is the purpose of PeopleSoft Financials / EFS Access Request?

The purpose of the PeopleSoft Financials / EFS Access Request is to control and manage user access to sensitive financial data and to ensure that only authorized personnel can perform financial operations within the system.

What information must be reported on PeopleSoft Financials / EFS Access Request?

The PeopleSoft Financials / EFS Access Request must report information such as the user's name, department, job title, type of access requested, purpose of access, and supervisor's contact information.

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