Specialist - Package Implementation

The following tasks are performed in Lotus Notes and PeopleSoft Financial systems. Some tasks require use of Excel either to generate a .csv file, or to work with query results.

Daily Tasks:

These tasks occur every weekday.

AM Tasks:

1. Verify evening processes (6:30-7:00PM EST) ran to completion.

2. Check automated daily query results, which generate at 7:00AM EST every weekday. There are two queries. If there are results, then data errors need to be resolved.

3. In Lotus Notes, check IIC/CT Mailrooms for any stuck T&Es. Resolve any issues found.

4. If Lotus Notes error emails are generating, resolve Genesys Approver errors for IIC/CT

5. PS Project Costing inbox – File email reports, and deal with any service desk tickets assigned to our group. These tickets are mostly Lotus Notes related, requiring addition of the Notes Name to employee profiles in the Gen2 Profiles application. Any requests for flex force T&E databases are assigned to Laura Ravlin for completion.

PM Tasks:

1. Verify PCPrep files generate and load daily. There are 2 files, one for CT and another for IIC. Emails are generated. HSBLOTUS output .pdf reports need to be filed in the proper location.

2. Once PCPrep files have been loaded, daily queries can be run to fix any data that will cause errors when the evening process runs.

3. At 4:00PM EST daily, automated queries and data updates run, and a report is generated. The report should be checked and filed.

4. Confirm that 3:00PM EST AP emails generated which shows feeds generated as expected.

Ad-Hoc Tasks:

1. Add new Project and/or Activity codes in PeopleSoft. Projects/activities are added in order to support custom invoice billing functions.

2. IVA Tax adjustment. Sometimes Mexico VAT does not apply and billing records need to be adjusted and re-fed to billing so tax does not show up on the invoice.

Monthly Tasks:

1. Load TEGG invoices. – If any TEGG invoices were paid, Brenda Geiling will provide invoice data which is used to build a PeopleSoft upload file (.csv). This data is required for the client company P&L feed.

2. Consultant labor adjustment. Consultant direct labor entries are backed out to prevent double booking of consultant labor expense, as consultant is paid via AP.

3. Allocations Journal. Cost employee workforce once corporate finance provides us with the input amounts.

4. Service Agreement Journal. This process uses allocations data as input to generate rates and output SVA records.

5. Client Company LPREV Feed. Feed Bob Mattavi data for P&L model.

6. On the Wednesday following close, balance PROJ_RESOURCE to T&E Master report sent by Warehouse.

The following tasks are performed in MS Dynamics Navision (NAV). There are 5 NAV instances currently active. Two of these instances hold multiple companies in them. Supporting NAV will require occasional use of SSRS to modify subscriptions and send reports that sometimes do not generate as expected. NAV support is almost all ad-hoc, though changing business requirements can require projects and customization design, testing and implementation.

Examples of NAV support include:

1. Setting up intercompany projects in NAV instances. For example, employees from Germany can work on a project for Ireland, for example.

2. Building OFAC report and SSRS automated report distribution process.

3. Testing newly added fields, forms, or processes, such as invoice formatting, layout, and data element changes.

4. Loading HR resource time for employees for the year.

5. Validating automated reports, such as the weekly fatigue report, are sent as expected.

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