Maintaining the PeopleSoft Organization Tree

In PeopleSoft, there are trees for the Finance Human Resources (HR) and Student applications. These trees, which represent the campus's organization structure, serve many functions, such as security in HR, Budget and the Finance Web applications as well as reporting in Finance.

Updating and keeping the trees in sync is critical. Accounting Services, the Budget Office, Human Resource Services (HRS), Institutional Research and Student Information Systems (SIS) have overall responsibility for this process. The current tree is at Org. Tree.

Making Requests

The process to add, inactivate/delete or move a node or change a node description is:

• The vice chancellor designee submits a Request for PeopleSoft Organization Tree Changes to Accounting Services (see form, instructions and designees).
• The above named offices review the request and determine what changes to the tree are appropriate.
• Accounting Services forwards approved changes to the appropriate System office to make changes to the trees.
• Once a change is made, one of the reviewing offices notifies the requestor.
• As needed, the requestor sends security changes to HRS, Accounting Services and the Budget Office; PAFs to HRS; and Finance DeptIDs to be moved to Accounting Services.

Timing of Changes

Changes to trees are made using effective dating. Each tree is effective dated the first of the month in which it is created. Once System receives changes from Accounting Services the changes will be made as soon as practical. Changes to each application's tree are normally made once a month. Changes to the Finance tree cannot be made until the current month closes.