Access to Financial Systems

New employees, and employees who have changed positions and responsibilities, should submit the required forms to gain access or make changes to their current access in the financial management systems listed below.

• Division/Department heads, business managers/business operations professionals, and project investigators/managers assigned to budgets in the PeopleSoft Financials (PS) system will typically require access to all the systems below.
• Supervisors typically require access to the first three systems listed below, depending upon their job responsibilities (for PS, ePro, Payment Request, and Purchasing-Card/Works®) and whether or not they travel and/or approve their staff's travel (for Travel Management System/Concur).
• Staff will typically require access to the first three systems listed below, depending upon their job responsibilities (for PS, ePro, Payment Request, and Purchasing-Card/Works®) and whether or not they travel (for Travel Management System/Concur).

Important Reminder: When employees depart KSU, their direct supervisor should always re-submit the primary form for each financial system that the employee has access to, thereby notifying the system administrators when the employee's access should be terminated.

• PeopleSoft Financials (PS), ePro, and Payment Request

  Access to PS, ePro, and Payment Request is managed by the Office of Financial Management (OFM) in partnership with PS Security and Payment Request Administrators in the University Information Technology Services, Enterprise Systems and Services department (UITS/ESS). To request access provide signature approvals on the following forms:

  • Financial Systems Access Form for PS, ePro, and Payment Request system(Includes instructions on where to send the form, depending upon type of access requested).
  • Buckley Form (Send to the Office of Registrar at MD 0116).
• PS ePro and Payment Request Business Managers Approvals Change Requests
  • To serve as an additional approver, Business Managers must first have PS ePro and Payment Request Approver access, which requires the Financial Systems Access Form for PS, ePro, and Payment Request access and Buckley Form listed above.
  • Only one Business Manager/Business Operations Professional per PS department number/name can be setup in the PS system to be automatically triggered to review/approve PS ePro and Payment Request requests, in addition to the department head/budget owner.
  • For new Business Managers, when submitting Financial Systems Access Form for PS, ePro, and Payment Request access, note in Section 4. E. of the form the following:
    "Setup as business manager additional approver on the following PS department number(s)/name(s):"

  For changes/additions to existing Business Manager setups, the Business Manager should send an email to pssecurity@kennesaw.edu confirming a change is requested and providing the PS department number(s)/name(s) and Business Manager's name.

• Purchasing Card (P-Card) and/or Works® Access

  Access to a State of Georgia Purchasing Card (P-Card) is managed by the Office of Procurement and Contracting (OPC), P-Card Program Team. The following job aid provides link and instructions to submit an access or change request online:

  • P-Card Request and Change Online Form (new job aid for online process)
• Travel Management System/Concur (TMS/Concur)

  Access to TMS/Concur is managed by the Office of Fiscal Services (OFS) Travel Team in partnership with UITS PeopleSoft Security Administrators, as the system has an integration with PS. To request access please visit the "Getting Started" page on Travel's website.