Financial Systems Access Request

This webform is for CFAES employees to gain access to university systems such as eRequest, eReports, eTravel and PeopleSoft.


Requestor Information

If requesting access for multiple Orgs, please separate by comma. You may also use D-nodes as opposed to Orgs.
PeopleSoft user ID for changes to existing access. ex: SMIT1234

Required Training

All system access requires the completion of six training courses in BuckeyeLearn. The courses are listed below.
You must self-enroll in these courses. You can easily find courses easily using the search box in BuckeyeLearn; or if you log-in with the link below first, you may click the links by each training to be taken there directly.
 
CLICK HERE TO LOGIN TO BUCKEYELEARN
 

1. B&F Core
Click HERE to access the training curriculum

Curriculum that includes 5 required training modules. Please check the box beside each to indicate your completion of the training.


2. Institutional Data Policy [PY4] 
Click HERE to access the training curriculum

Curriculum that includes 1 required training module, an assessment and an agreement. Please check box beside each to indicate your completion of the training.

 


Access Roles

Indicate your requested change in access by choosing an option from the drop-down box beside the role listed below.
 

Peoplesoft, eRequest & eReports
For access to the university's financial reporting system
For purchase order, requisition, voucher and general ledger inquiry in PeopleSoft
For access to initiate an eRequest on behalf of another employee
For access to special pcard fields in eRequest when initating or updating Pcard tranactions for reallocation
For access to eStores regional catalogs. All non-Columbus employees that place orders in eStores should request this role.
For access to approve eRequests. Note: This role is reserved for unit approvers, or those delegated to approve on their behalf

eTravel System
For access to initiate and approve T# requests & payments in eTravel.
Additional training for each role is required and listed below.
If you have already logged into BuckeyeLearn, you can access the curriculum directly from the links below.
 
To gain access to initiate requests for T#'s for someone else. All employees already have access to initiate their own T# requests.
Please check the boxes below to indicate you have completed the required training to be an eTravel Travel Arranger. If you have already complete the B&F Core, you do not need to re-take them.

To enter T# payments in eTravel. Typically a Finance Service Center & Extension Snap-Ed function only.
Please check the boxes below to indicate you have completed the required training to be an eTravel Payment Requestor. If you have already complete the B&F Core, you do not need to re-take them.

To approve travel requests for T#'s, if this authority has been delegated to you. Payment request approval is a Finance Service Center function.
Please check the boxes below to indicate you have completed the required training to be an eTravel Request Approver. If you have already complete the B&F Core, you do not need to re-take them.

Approver Information

Please enter the name and email address of your department's fiscal/administrative associate; or if you are an approver, your direct supervisor.
 

name.#@osu.edu

This form only covers the most frequently requested roles. Additional access for financial roles may be requested in this box.
ie) requesting access for multiple orgs/nodes, workflow approval levels, ad-hoc approvals, general ledger, asset management, voucher approval, etc)

Please be sure to complete all required training for any additional roles that may not be specified on this form. For a full list of required training by role, click here. If you have any questions about additional training requirements, please contact Jesse Buxton.


If you have any questions regarding system access, required courses or this form, please contact Jesse Buxton at 330-202-3558 or by email.

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