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This form is used to request access to various data and systems within the University of Minnesota based on employment needs. It includes sections for personal information, access roles, and required
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How to fill out PeopleSoft Financials / EFS Access Request

01
Access the PeopleSoft Financials / EFS Access Request form.
02
Fill in your personal information including name, email, and department.
03
Specify the type of access needed: view, edit, or both.
04
Add a justification for the access request, explaining why it is necessary.
05
Include any relevant information such as previous access or training completed.
06
Review the form for any errors or omissions.
07
Submit the form for approval from your supervisor or designated personnel.

Who needs PeopleSoft Financials / EFS Access Request?

01
Employees who need to manage financial transactions or reports.
02
Department heads who oversee budgeting and finance management.
03
Staff involved in procurement and purchasing processes.
04
Individuals responsible for financial compliance and audits.
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PeopleSoft Financials / EFS Access Request is a formal procedure used to request access to the PeopleSoft Financials system, which includes functions related to budgeting, accounting, and financial reporting.
Individuals who need access to the PeopleSoft Financials system, such as new employees, department heads, or financial analysts, are required to file a PeopleSoft Financials / EFS Access Request.
To fill out a PeopleSoft Financials / EFS Access Request, users must provide their personal details, indicate the specific access required, and obtain necessary approvals from their supervisor or department head.
The purpose of the PeopleSoft Financials / EFS Access Request is to ensure that only authorized personnel have access to sensitive financial data and functionalities within the system, maintaining data security and compliance.
The PeopleSoft Financials / EFS Access Request must report the user's name, department, type of access needed, justification for access, and any relevant supervisor approvals.
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