Project Updates

Project Updates

September 2018

New Unified Organizational Hierarchy is Now Live

UCI’s new Unified Organizational Hierarchy for our accounting and payroll systems were implemented by OIT during the weekend of Sept. 22-23, but end users didn’t actually start working with it until Monday morning, Sept. 24. The process added new organization codes to the hierarchy for some units. It also adjusted the org level of some existing codes in order to create a standardized structure for reporting and rollups. The new org hierarchy is not expected to significantly impact business for most campus units, but financial managers should be aware of the following: 

Chart of Accounts Inquiry Report

  • Users can easily review the new Unified Organizational Hierarchy using the Chart of Accounts Inquiry Report
  • Roles & Routing In order to ensure KFS access and routing will function as expected, some roles may need to be updated or changed. In particular, some units will need to modify the following KSAMS roles: Accounting Reviewer, Content Reviewer for REQS, and TEM Organization Profile Arranger. Other roles for any system that uses KFS org qualifiers may also be affected. See the full list of roles for details. 
  • Name Changes for Orgs Financial system users will find that the names of some organizations have been modified in KFS. This was done to make them standardized across campus.
  • DSAs for New Orgs Some units may need to create Department Security Administrators (DSAs) for new orgs. This should be done prior to processing KSAMS access requests.
  • Changing Orgs on Accounts With the new unified organizational structure in place, some departments may want to move accounts to new org codes. Financial managers should be aware that changing the org code of an account can impact transaction workflow, document access, and more. Units should particularly be careful with accounts that are used to pay employees.

Report Issues to the KFS Help Desk

Financial managers should report issues related to the new Unified Organizational Hierarchy to the KFS Help Desk, which is coordinating support services during this period. Thank you for your patience as we take this important step toward preparing for UCPath and making our data easier to analyze and report.