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Field
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Action/Description
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Subject Form
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Subject
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Enter “employee last name, first name – job title”
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Empl ID
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Enter “employee ID” in PeopleSoft. To search for employee ID in PeopleSoft, click on Search icon next to Empl ID field (
).
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User Information
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User Type
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Select -
- Contractor to Employee – Contractor transitioning to full time District employment.
- Contractor/Consultant – Non-full time District employee.
- Employee – Full-time District employee.
- Vendor – Vendor requiring access to District resources.
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Action
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Select -
- New Hire – setup access for new employee/contractor/consultant/vendor.
- Termination – remove access for employee/contractor/consultant/vendor.
- Update – change access for employee/contractor/consultant/vendor.
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Under Manager Review (Termination Only)
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Activate check box when manager has to review terminated employee’s desktop, emails, work files, etc.
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Last Name
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Enter employee last name. Automatically populated by PeopleSoft if employee ID is entered.
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First Name
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Enter employee first name. Automatically populated by PeopleSoft if employee ID is entered.
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Job Title
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Enter employee job title. Automatically populated by PeopleSoft if employee ID is entered.
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Work Start Date
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Enter hire date of employee or effective date on employee’s job profile in PeopleSoft. Automatically populated by PeopleSoft if employee ID is entered.
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Work End Date
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Enter end of employment date. For contractor/consultant, enter date contract will end otherwise leave blank. Automatically set to blank by PeopleSoft if employee ID is entered.
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Department
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Enter department name. Automatically populated by PeopleSoft if employee ID is entered.
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Division
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Select division name from list. Automatically populated by PeopleSoft if employee ID is entered.
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Contact Person
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Enter employee manager. Automatically populated by PeopleSoft if employee ID is entered.
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Systems Requirements
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Workstation
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Activate checkbox to request for desktop.
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Laptop
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Activate checkbox to request for laptop.
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Phone
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Activate checkbox to request for land telephone and telephone number.
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Mobile Phone
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Activate checkbox to request for cell phone and cell phone number
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Email Address
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Activate checkbox to request for email address.
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VPN
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Activate checkbox to request remove access to Samtrans network domain via VPN (Virtual Private Network)
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Software/Application Requirements
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Adobe Acrobat (Pro)
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Activate checkbox to install Adobe Acrobat (Professional) version on desktop/laptop.
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Arch GIS
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Activate checkbox to create user account for Arch GIS.
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emPerform
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Activate checkbox to create user account for emPerform.
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Hastus
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Activate checkbox to create user account for Hastus.
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Spear
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Activate checkbox to create user account for Spear.
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Trapeze
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Activate checkbox to create user account for Trapeze.
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PeopleSoft Finance
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Select –
- AP Accountant
- AP Accountant/Supervisor
- AP Technician
- AR/BI Analyst – Treasury
- Accountant – CG FA
- Accountant – GL
- Accountant – Treasury
- Accounting Assistant – CG FA
- Administrative Analyst
- Basic Inquiry/ PCARD
- Basic Inquiry/Requester
- Procurement Administrator
- Contract Administrator
- Cost Center Manager
- Director
- Director of Procurement
- Manager – GL
- Manager – Treasury
- Manager of Procurement
- Procurement Administrator I
- Procurement Administrator II
- Procurement Administrator III
- Project Costing Analyst
- Senior Accountant – CG FA
- Senior Accountant 1 – GL
- Senior Accountant 2 – GL
- Senior Procurement Administrator
- Senior Accountant – Budget Analyst
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PeopleSoft HCM
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Select –
- Employee – Full-time District employee
- HR Staff – Full-time District employee working in the HR department.
- Hiring Manager – Full-time district employee with direct report.
- Payroll Staff – Full-time District employee working in the Payroll department.
- Temp – Contractor or consultant.
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Badge Requirements
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CEMOF Tunnel
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Activate checkbox for permission to enter CEMOF Tunner.
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CEMOF Taylor St. G
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Activate checkbox for permission to enter CEMOF Taylor St. G
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CEMOF 3rd Floor
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Activate checkbox for permission to enter CEMOF third floor.
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CCF Guard Shack
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Activate checkbox for permission to enter CCF Guard Shack.
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CCF Ops Center
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Activate checkbox for permission to enter CCF Ops Center..
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Central
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Activate checkbox for permission to enter Central.
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Central Basement Parking
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Activate checkbox for permission to enter and park in the Central basement parking lot.
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IT Server Room
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Activate checkbox for permission to enter the IT Server Room at Central.
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Menlo Park / BCCF
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Activate checkbox for permission to enter Menlo Park/BCCF.
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MV 3rd
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Activate checkbox for permission to enter MV 3rd.
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North Base
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Activate checkbox for permission to enter North Base.
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San Francisco / 4t
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Activate checkbox for permission to enter San Francisco / 4th St.
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South Base
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Activate checkbox for permission to enter South Base.
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More/Additional Information
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More Information
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Enter supplementation information about the access being requested. Most common and effective information to add is the statement “Same access as <employee name>”.
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