PeopleSoft System Access Request Form Guidelines Step 1. Step 2 ...

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PeopleSoft System Access Request Form Guidelines Step 1. Step 2 ...

PeopleSoft System Access Request Form

(PSAR)

The PSAR form is used to request:

PeopleSoft user account creations.

PeopleSoft user account modifications.

PeopleSoft user account deletions.

The PSAR form is not used to request:

Non-PeopleSoft System access. i.e. email, domain accounts, etc.

PeopleSoft Security Role modifications.

Guidelines

Step 1.

Step 2.

Step 3.

User/Appropriate Supervisor

- Complete all form fields.

- Do not attempt to complete this form unless the user has an Employee ID.

- Contractors, consultants, and temporary employees do not require an Employee ID

- Please indicate if the request is for a student worker/assistant.

Appropriate Supervisor

- Complete all form fields.

- Review information with the appropriate Security Lead.

- Ensure that a CMS Access and Compliance form is on file with Human Resources. If

one is not on file with HR obtain the form from http://www.csuci.edu/cicms .

- Print, sign, and date.

Appropriate Supervisor

- Contact your Security Lead to determine which signatures to obtain.

- Send completed form with all signatures to the ITS Help Desk where a Help Desk

ticket will be opened.

Please complete the PeopleSoft System Access Request (PSAR) form in its

entirety. Incomplete forms will be returned to the requestor.

Processing overview:

1. Form is completed by user & appropriate supervisor.

2. Supervisor verifies roles with appropriate module security leads.

3. All signatures obtained, including supervisor and all appropriate data owners.

4. Completed and signed CMS Compliance form is forwarded to HR where it is kept on file.

5. Completed and signed PSAR form is forwarded to ITS Help Desk.

6. ITS Help Desk opens ticket.

7. ASG Queue Supervisor assigns ticket to security team.

8. Security team looks for hard copy PSAR form.

9. Security team reviews PSAR form for completeness. Incomplete forms are returned to the

requestor for completion along with instructions.

10. Security team performs work based on PSAR form.

* This form will be kept on file.

Rev. 8/31/2007


PeopleSoft System Access Request Form

(PSAR)

New User Modify User Delete User

Step 1.

User Information (to be completed by user)

Appropriate Supervisor, please verify this section.

Name (First M. Last) :

Email Address :

Position/Job Function :

Department :

PS Empl ID :

Work Phone # :

Student Assistant:

Yes

No

Step 2.

Appropriate Supervisor Information

Appropriate Supervisor, please complete this section, review with your Security Lead, print the form, sign it, and

return it to the Information Technology Help Desk for processing.

Security request type:

HCM (Human Capital Management) CS (Campus Solutions) FIN (Finance)

PeopleSoft

Security Role(s):

Add/Update Access Security: (If known, list the name of an existing or prior PeopleSoft user that the individual requesting

security should mirror. If a modification is necessary, please include details.)

Name : Modification Details :

Special Instructions:

Employee has a completed CMS Access and Compliance form on file with HR.

My signature below certifies that the above named employee requires access to data in a computer-based information system

because such data is relevant and necessary in the ordinary course of performing his/her job duties. I understand my obligation

to provide training to this employee to ensure that he/she understands the state and federal laws and University policies that

govern access to and use of information contained in employee, applicant, and student records including data accessible through

computer-based information systems.

Please ensure you have reviewed the above with the appropriate security lead(s) before signing this form

Yes

No

Appropriate Supervisor Signature Date

Step 3. Authorizations (please obtain signatures before submitting to ITS)

The employee identified above is approved and certified to receive access to PeopleSoft.

Eddie Washington (AVP, Human Resources Programs)

Signature:

Date:

Damon Blue (University Registrar)

Signature:

Date:

Emily Deakin (Controller)

Signature:

Date:

Missy Klep (Dir., Budget, Purchasing and Support Services)

Signature:

Date:

Jeffery Savage (Director, Admissions and Recruitment)

Tracie Matthews (Director, Financial Aid)

Signature:

Signature:

Date:

Date:

CMS Security (to be completed by PeopleSoft ITS Security Administrators)

Comments:

PS Security:

* This form will be kept on file.

Signature:

Date:

Rev. 8/31/2007

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