Security/Workflow and System Access

• The HRP creates an employee record for a newly hired system user (current staff can skip to #4 below).

• Employee's name.# is assigned and supervisor is notified by noon the next day.
• Contact 8HELP (8-4357) for further assistance with name.# and OSU Internet password.

• Assist newly hired employee to create OSU Internet password to use with the name.# ID, see: https://acctmgt.service.ohio-state.edu/

• Complete Institutional Data Policy online training prior to being granted access to any of the Administrative Systems, see: http://buckeyesecure.osu.edu/Policy/InstitutionalDataTraining
  • Administrative Systems include: PeopleSoft, eReports, Operational Data Stores, Financial Data Warehouse, Human Resources Data Warehouse, and Student Analytics.

• Locate authorized System Access Contact using links below based on access needed. Only System Access Contact can request user access and roles.
  • OSU Administrative Systems Access Contacts.

Determine access required.

Roles:

• GL Role Definitions
• Procurement Role Definitions
• AP Role Definitions

Workflow:

• GL & Budget Workflow
• Procurement Workflow

Determine access required.

Roles:

• HR Role Definitions

Determine access required.

Roles:

• Student Records
• Admissions (forthcoming)
• Student Finacial Aid (forthcoming)
• Student Financials (forthcoming)
• Campus Community (forthcoming)

• SIS Reporting Info (forthcoming)
• Fin Reporting Info (forthcoming)
• HR Reporting Info (forthcoming)

Complete the following form:

• Financial System Access Request form

Note: when prompted with the MS Security Notice window, click Enable Macros so that the form fields will be active.

• If unable to use the form above, use this alternate Word 97 version of the Financial System Access Request Form

Complete the following form:

• Human Resources System Access Request form

Complete the following form:

• Student Information System(SIS) Access Request form

Note: when prompted with the MS Security Notice window, click Enable Macros so that the form fields will be active.

• If unable to use the form above, use this alternate Word 97 version of the Student Information System(SIS) Access Request Form

Complete the Appropriate form(s):

• OSU SIS Reporting Access Request Form


• OSU Financials Reporting Access Request Form (forthcoming)


• OSU HR Reporting Access Request Form (forthcoming)

• Verify the appropriate form has been received.
• Verify the Institutional Data Policy Training has been completed http://buckeyesecure.osu.edu/Policy/InstitutionalDataTraining
• Validate the request and grant access to the new system user.
• Confirm to original System Access Contact requestor that access is granted and that new system user may be notified.

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