New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service.
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1 New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service. Cost Center Request Forms 1. Cost Center Request Form (Non-Grant) this request can be used to request all non- sponsored project cost centers: State Funded Designated Auxiliary Enterprises Restricted Restricted Gifts for Research Plant Fund Loan Agency 2. Grant Cost Center Request Form this request can be used to request Sponsored Project and Cost Share cost centers only. This form can only be submitted by OPM (Office of Post Award Management). 3. Endowment Cost Center Request Form this request can be used to request Principal Endowment and Endowment Gift cost centers. This form can only be submitted by Development and Accounting Operations. Cost Center Change Forms 1. Attribute & Description Change Request - used to request changes to descriptions and attributes (Owner, Manager, Alternate) changes for a cost center. 2. Cost Center Change Request - used to request chartfield value changes for non-sponsored or plant fund cost centers. Includes (fund code, department or function). 3. Grant Cost Center Change Request - used to request chartfield value changes for Sponsored projects and Cost share cost centers only. This request can only be submitted by OPM (Office of Post Award Management) Includes (fund code, department, function, Project or Activity). 4. Plant Cost Center Change Request - used to request chartfield value changes for plant funded cost centers only. This request can only be submitted by Plant Accounting. Includes (fund code, department, function, Project or Activity). Page 1 of 9
2 Searching and Filling out Forms Navigation: Main Menu > Employee Self-Service > Forms > Search/Fill a Form PeopleSoft provides the capability to Search for a form you have submitted. The can be done on the Find an Existing Values tab. Any criteria below can be entered to assist with your search. Please note: You can ONLY view the forms you have created or approved. Page 2 of 9
3 Searching and Filling out Forms 1. In order to create a form you will need to click on the Add a New Value s tab. 2. Click on the magnifying glass to view all active forms that can be submitted. Page 3 of 9
4 3. Once you select the form you need, click add. 4. The form will appear for you to fill out Page 4 of 9
5 5. Once the form has been completely filled out, click save. You will have the option to review the form before submitting. Once reviewed click submit. 6. Once submitted, you will be taken directly to the workflow page that displays who the form will route to next. Click ok, and you will be taken back to the form. Page 5 of 9
6 7. Once your form is submitted into workflow, a Sequence number is assigned. This Sequence number is only specific to your form and can be used to check the status of your form at any time. This can be done on the Find an Existing Value tab of the Search/Fill a Form screen as indicated on page Once your form has been approved, you will receive a confirmation by . Page 6 of 9
7 Approving New Cost center and Change request Approval notification will be sent via and added to your worklist. Notification If you do not want to go to your worklist or click on the notification link you can navigate directly to the Approval/Review a Form page. See the navigation below: Main Menu > Manager Self-Service > Approve/Review a Form Page 7 of 9
8 1. On the Find an Existing Value tab, you may search for a specific form indicated by the Search Criteria, or click the search button to view the Forms pending your approval. For example, you may search by the Sequence number or the Subject you assigned to your form. 2. Once you click search, click on the form pending approval. The link will immediately take you to the Form approval page. Page 8 of 9
9 3. Before you approve, click the Go to Form button in order to view the form. Once the form has been reviewed, click approve or deny button in the Approval Action box and make any comments needed. 4. The form will then move to the next approver or route back to the requester if denied. 5. Once the form is approved, the requester receives an confirmation that their form has been approved. Page 9 of 9
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