Here is a summary of this week’s Enterprise Technology & Services (ET&S) Tech Briefing:
- The new TeamDynamix Client Portal will launch on Saturday, September 21, bringing a fresh look and feel to the site while also adding Finance, HR, Procurement, and more.
- Following an evaluation of survey software options, it has been determined that Qualtrics and Microsoft Forms will continue to be available for all faculty, staff, and student needs.
- The ERP Program Team released its schedule for Workday training. Browse the orientation and training sessions and add them to your calendar.
- Browse the latest ET&S Training opportunities.Ìý
New TeamDynamix Client Portal Coming on Saturday, September 21
To Know: The TeamDynamix Client Portal will have a fresh look and feel beginning September 21. In addition to the HR and Technology support and services you can access today, the new portal adds quick access to Finance and Procurement support, all in one location.
Use the New Portal to find answers and request support for:
- Accounting and Finance questions
- HR and payroll questions
- Technology tools and AV support
- UShop and Pcards support
- and more…
This portal also allows users to electronically submit and withdraw support requests, track progress, and provide feedback.
To Do: To visit the new Client Portal starting Saturday, September 21, go to .Ìý
Update on Survey Software Options
To Know: After a comprehensive evaluation of the existing and future survey requirements at Â鶹ÊÓƵÏÂÔØ, including an analysis of survey platforms used in higher education and a cost assessment, Â鶹ÊÓƵÏÂÔØ has decided to continue utilizing Qualtrics with a limited number of annual survey responses paired with Microsoft Forms, which allows for unlimited survey responses. This approach is designed to balance costs while offering users the necessary functionality and collaboration features.
For individuals who do not need advanced data analysis or complex survey logic, Microsoft Forms offers a straightforward and user-friendly option. Users are encouraged to use Microsoft Forms for basic surveying needs to help Â鶹ÊÓƵÏÂÔØ manage its resources effectively, thereby reserving Qualtrics for more complex data collection and analysis tasks.
To Do: To explore if Microsoft Forms can meet your needs get started with these instructions:
Important Training Dates for Workday
To Know: Workday, our new system for HR, Finance and Payroll, will Go-Live on December 21. ÌýTo ensure a smooth transition, it is important that all impacted staff, managers and faculty be familiar with Workday and have the training they need to perform their roles.Ìý
To Do: Please add the orientation and training sessions that apply to you to your calendar.Ìý
For questions, please contact ERP.Program.Team@Â鶹ÊÓƵÏÂÔØ.edu.
Click on a date to add the Orientation and training session to your calendar.
| ÌýActivity Ìý |
Date /Time Click date to add to your calendar Ìý |
| ÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý Orientation Sessions Ìý |
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| Manager Workday Sneak PeekÌýInformation Session: For Managers, Supervisors and Departments heads Workday OrientationÌýsession covering a Workday overview (demo), managers dashboard and Training website (demo), slides for team, encourage attending training and awareness of key cutover dates. Will be provided a link to Workday practice environment prior to go-live.Ìý Ìý |
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| Staff Workday Sneak Peek Information Sessions:Ìý For Staff, including Managers Workday OrientationÌýsession showing a live Workday demo of key features and training site. Timeline for training. Ìý |
Ìý |
| Faculty Workday Sneak Peek Information Sessions:Ìý For Full Time and Adjunct Faculty Workday OrientationÌýsession showing a Workday demo highlighting basic navigation, expense management, grant management and people management features. Ìý |
Ìýand Ìý |
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| ÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý Training Sessions Ìý |
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| HR/FIN Workday Basics Training Session: For HR/FIN, Academic Admin Roles, Managers and Supervisors Show Workday demo and key features and training site. Explain Learning Pathways training content and resources. Will be provided a link to Workday practice environment prior to go-live.Ìý Ìý |
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| Managers Workday Basics Training Session:Ìý For Managers and Supervisors with reports Instructor led session showing you how to use Workday based on your role & responsibilities as a manager and supervisor. Will be provided a link to Workday practice environment prior to go-live.Ìý Ìý |
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| Staff Workday Basics Training Session: For Staff Instructor led session showing you how to use Workday for occasional users of Workday (find pay stub, request time off, change/view benefits, etc.). Ìý |
and Ìý |
| Faculty Workday Basics Training Session:Ìý For Full-time and Adjunct Faculty Instructor led session showing you how to use Workday based on your role & responsibilities. Ìý |
and Ìý |
Training Opportunities
ET&S offers free live and on-demand training to all Â鶹ÊÓƵÏÂÔØ employees.
Live Training
- Microsoft: Teams Meetings in Canvas and Education |
Tues., September 24, 11 a.m.-12 p.m. - Microsoft: Intro to Teams Meetings |
Tues., September 24, 3-4 p.m.
On Demand TrainingÌý
- Â鶹ÊÓƵÏÂÔØ M365 Learning Pathways: On-Demand Online Walk-throughs, Tutorials, & Guides for M365 Products   Ìý
- SharePoint Success Site: Learn How to Plan, Build, Launch, Share, & Manage Your Sites Ìý
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The Enterprise Technology Help Desk â¶Ä¯â¶Ä¯â¶Ä¯â¶Ä¯â¶Ä¯â¶Ä¯Ìý
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