Go-Live for Phase 3 Units
February 2026
Following the conclusion of the staffing and expression of interest process, PEAK Phase 3 units are now preparing to transition to the new service model for delivery of Human Resources and Finance services. This will take place on March 23, 2026.
What will change?
Today, many employees across Phase 3 units process Finance and Human Resources requests directly into EFS and/or PeopleSoft software systems. On March 23, Phase 3 colleges and administrative units will transition the processing of some of their human resources (HR) and finance services to the shared services team. Those services include:
Finance Requests:
- Order goods and services
- Pay for goods and services
- Reconcile PCard purchases
- Bill outside the U
- Accounting
- Payroll accounting
Human Resources:
- Post a position
- Hire an employee
- Employment changes
- End appointments
- Reclassify a position
- Manage persons of interest
- Background check requests
In transitioning services from local units to the central service model, several key actions will take place prior to Go-Live:
- Your college and unit leadership will communicate with you if you will be interacting with the operations centers, and provide information on how to submit requests through the TeamDynamix (TDX) ticketing system for your unit.
- Offboarding plans for units that have employees transitioning to new roles on a central team
- Access changes within EFS and/or PeopleSoft
Timing
March 23 - Phase 3 units will begin using the TDX system for Human Resources and Finance central service delivery.
Will I lose access to PeopleSoft/EFS?
PeopleSoft and EFS entry for these services will now be completed by the Human Resources and Finance Operations Centers. If you currently have access to complete these transactions in EFS or PeopleSoft you will transition to “Read Only” access.
- April 9: PeopleSoft access for Finance activities will transition to “read only access."
- April 13: Permissions within Recruiting Solutions and HireRight will also change.
- May 15: PeopleSoft access for Human Resources activities, including Payroll Accounting, will transition to “read only access."
How will I request services?
HR and Finance operations and the Talent Acquisition Center of Expertise team use TDX, which is the same ticketing software used by enterprise Information Technology (IT) to field, track and resolve requests. A designated requester from within a unit or department will fill out an online ticket using TDX and input all necessary information. Finance requests will be routed to a specialist in the finance operations center. Human Resources requests will first be routed to a designated approver at the college before being sent on to an operations center specialist. Upon completion, an email notification will be sent back to the requester and/or approver that the service request has been completed.
Each college, department, or unit will communicate guidance on who will be expected to initiate requests based on balancing their unique needs and the opportunities for efficiency with process changes. While individual units may have a different process, the use of the central service model remains the same.
Frequently Asked Questions
What is TeamDynamix (TDX)?
TeamDynamix (TDX) is the ticketing software used by many service desks at the University, including Technology Help and administrative support helplines. TDX is the same system that will be used to communicate and request service from Finance and HR Operations centers and Talent Acquisition Center of Expertise. More information about TDX can be found on the U’s IT website.
Am I expected to submit requests via TDX?
Who will submit TDX requests for services is being determined by each unit based on balancing their needs and opportunities for increased efficiency through process changes. Your college or administrative unit Transition Team will provide more details if you are expected to do anything differently. Broadly, for the identified HR and Finance activities moving to the shared services teams, all Phase 3 units will need to submit a TDX for those particular tasks since those tasks will no longer be completed at the unit level.
How will I make a request for a service that my unit HR or Finance team used to provide?
Each Phase 3 college, department, or unit will communicate guidance on who will be expected to initiate requests based on balancing their unique needs and the opportunities for efficiency with process changes. While individual units may have a different process, the use of the shared services model remains the same.
What training is available for how to use TDX?
April 9: PeopleSoft access for Finance activities will transition to “read only” access. For Finance requests, training likely isn't necessary, though materials are available. There are no wrong ways to fill out a Finance request.
April 13: Permissions within Recruiting Solutions and HireRight will also change.
May 15: PeopleSoft access for Human Resources activities, including Payroll Accounting, will transition to “read only access."
Will I lose access to PeopleSoft/EFS?
PeopleSoft and EFS entry for these services will now be completed by the Human Resources and Finance Operations Centers. If you currently have access to complete these transactions in EFS or PeopleSoft you will transition to “Read Only” access.
April 9: PeopleSoft access for Finance activities will transition to “read only” access
April 13: Permissions within Recruiting Solutions and HireRight will also change.
May 15: PeopleSoft access for Human Resources activities, including Payroll Accounting, will transition to “read only access."
What should I do about HR and Finance transactions nearing the March 23 Go-Live date?
Please do not hold your requests. Prior to March 23, continue handling HR and Finance activity as you normally would. After March 23, units will begin using the TDX ticketing system to request transactions from HR and Finance Operations Center. Continuing to process transactions at the unit level after March 23, and submitting a TDX request for the same, may lead to duplicate transactions in the system.
Please refer to these guidelines for transactions that are in-process on March 23:
If I have questions, who do I contact?
For unit-based processes, including work flow and the requester and/or approval process, contact your college or administrative unit HR or Finance leader.
For questions on how to use the TDX system or ticket status, contact the Operations Center help lines. Human Resources: contact the HR Contact Center, and Finance: contact the Financial Helpline.
For general PEAK Initiative questions, contact the PEAK team at [email protected].