System Access/Problems

Access Requests

Student Financial Services uses two different systems. The PeopleSoft Student system, often referred to as My Financial Center or Campus Solutions, is used for student and employee charges/payments. Off-campus customer invoices use the Workday system.

Student Financials System - PeopleSoft:

Some campus employees require access to PeopleSoft Student financial systems to perform their job duties. To request access to PeopleSoft-Student, employees need to follow these steps:

1. Complete FERPA Training:

o Complete the FERPA training module.

2. Contact Your Department or College Finance Business Partner:

o Reach out to your Department or College Finance Business Partner to initiate the access request.

3. Submit a Security Access Request:

o The College Finance Business Partner will enter a Student Administration Security Access Request on your behalf.

4. Approval Process:

o The access request will be reviewed and approved by Financial Aid and Student Financials Offices before it is granted.

5. Notification:

o Once the request is approved, the Business Partner will be notified.

If you have any questions, please contact Brian Blum at (801) 422-4023 or via email at brian_blum@byu.edu, or Shawn Trauntvein at (801-422-7679 or via email at shawn_trauntvein@byu.edu).

Off-campus receivables – Workday system:

Security in Workday is tied to the employee position. If an employee is filling an existing position no request will be needed. If changes to existing access are needed, create a Workday Help Case and select the Workday help case type “University Accountant.”

System Problem Contact Info

• Billing or Invoicing Off-Campus Customers | Corporate Accounts:
  
  • The off-campus invoicing process is no longer in the PeopleSoft Student system.  It is now in Workday. For issues related to billing or invoicing off-campus customers, contact:
    
    • Kali McCleary - 801-422-2009 – kalianne_mccleary@byu.edu
• Student Charges & Payments:
  
  • For problems with Student payments not applying correctly or paying charges, contact:
    
    • Jake Henderson – 801-422-2694 – jake.henderson@byu.edu
• Collections - Accounts in Collections:
  
  • For questions regarding accounts sent to collection agencies, contact:
    
    • Heather Toponce– 801-422-6762 – heather.toponce@byu.edu
• Department Batch Uploads:
  
  • For problems or questions with department batch uploads for posting charges and adjustments, contact:
    
    • Jake Henderson – 801-422-2694 – jake.henderson@byu.edu
• General Ledger:
  
  • For transactions in My Financial Center not feeding to the General Ledger, contact:
    
    • Brandon Dailey - 801-422-4259 – brandon_dailey@byu.edu
• Item Types:
  
  • For creating a new item type, changing an item type description, or changing the accounting for an item type, contact:
    
    • Tiffany Hawkins – 801-422-7694 – tiffany_hawkins@byu.edu
• Refund Issues:
  
  • For refund processing questions, contact:
    
    • Tiffany Hawkins – 801-422-7694 – tiffany_hawkins@byu.edu
• Suspended Transactions:
  
  • For issues with charges or payments in suspense, contact:
    
    • Jake Henderson – 801-422-2694 – jake.henderson@byu.edu
• Slow System Response for My Financial Center/PeopleSoft Student Financials:
  
  • For issues with slow system response, contact:
    
    • OIT Service Desk - 801-422-4000
    • Brandon Dailey - 801-422-4259 – brandon_dailey@byu.edu