Systems Access Form

Systems Access Form
Date

MonthDayYear
Requestor Name*

First NameLast Name
Requestor E-mail*
A submission confirmation will be sent to this email address.
Approver if you are not the financial/administrative manager

First NameLast Name
Approver E-mail
Information for person needing access
Requested for*

First NameLast Name
E-mail*
Department/Division*
Other
Title/Role
To which systems do you request access?*

Research AdministrationHRFinance
If you have questions about the type of access you are requesting for finance section, contact Christine Jones.
- Type of access requested
  
  Department administration (managing data for your own department)School administration (managing data across departments)
- If user should only have access for specific subdepartments, please enter them here
- Fieldglass
  
  Hiring ManagerTimesheet ApproverOrg Owner
- PeopleSoft
  
  Update CostingPrepare hire formsApprove hire forms and receive appointment and visa end date notificationsPrepare Job Data Change forms and receive appointment and visa end date notificationsApprove Job Data Change forms and receive appointment and visa end date notifications
- QlikView : Standard Department Access?
  
  YesNo
- HR Position Request Form: All HMS employees with direct reports or a FieldGlass hiring manager role will automatically be given access to create requests
  
  Create requests only (no access to others' requests)Create requests and access all requests for department
- Type of hire
  
  Temp/LHT/StudentAcademic/monthly payrollInterns
- PeopleSoft Time and Absences
  
  Adjust (approve + update/report) time and absences for direct reportsAdjust (approve + update/report ) time and absences for selected groups in the departmentAdjust (approve + update/report ) time and absences for all groups in the department
- Create a new groupMake approver for existing group
- Which group?
- Which groups?
- MARS
  
  General lookup only (appointment start/end dates)Secure lookup and reports
- Options for department administration secure lookup and reports
  
  Academic appointments onlyAll jobs
- Include compensationView costing/payroll charges
- TUB and ORG(s) for costing/payroll charges
- Other access - for users in administrative departments*
  
  MARS - General person/job lookup onlyMARS - Lookup and reports
- Options for administrative department lookup and reports*
  
  Academic appointments onlyAll jobs
- Include compensationView costing/payroll charges
- List TUB and ORG(s) for costing/payroll charges*
- Additional comments
- Please select systems:
  
  GMASRA Dashboard
- Supervisor name*
  
  First NameLast Name
- TUB and ORG(s) this person should have access to*
- Names of faculty this person will support
- Additional comments
- ROPPA training is mandatory. Other training may be required and will be based on the request completed below.
- ROPPA Training has been completed*
  
  YesNo
- Date*
  
  MonthDateYear
- Please come back and complete the finance section of this form once ROPPA training has been completed.
- B2P requestor/approver, Supplier portal, and Pcard have required trainings before access can be granted. Trainings can be found at trainingportal.harvard.edu.
- General financial access
  
  *B2PHART*Pcard Concur Approver^Concur Expense Approver*Supplier Portal^Web reimbursement inquiryPPMS
- Specialized financial access
  
  PI DashboardGeneral LedgerFixed AssetsAccounts ReceivableEcrtHUBS
- Additional comments
- B2P options
  
  ShopperRequestorApprover
- B2P options
  
  ShopperRequestorApprover
- Approver level
  
  Level 1Level 2Level 3Level 4
- Additional comments
- HART online basic tool training must be completed through Harvard Training Portal before completing this section of the Access Request Form.
- HART Training as described above has been completed
  
  YesNo
- Please come back and complete this section of the form once the appropriate training has been completed.
- Date
  
  MonthDayYear
- What HART dashboards do you require?*
- Additional comments
- For the financial dashboard (i.e., detail listing) please select a salary view:
  
  Individual salary detailSummary salaryNo salary
- PI dashboard - List orgs or HMS roots
- If General Ledger access is required, will the person need to be able to journal payroll?*
  
  YesNo
- Fixed Assets choices
  
  Adjustment requestor (can request and approve but not self-approve)Adjustments approver (can approve only)
- Accounts Receivable*
- Ecrt role*
  
  Primary coordinatorGrant manager
- HUBS*
- Describe your request*
- Type a question
- Type a question
- Type a question
- Should be Empty:

ROPPA training is mandatory. Other training may be required and will be based on the request completed below.

HART online basic tool training must be completed through Harvard Training Portal before completing this section of the Access Request Form.