Navigation

Services

Resources

Comp Accounts

INSTRUCTIONS:

  1. Fill out this form completely.
  2. When marking PeopleSoft inquiries, please mark only those you need.
  3. Please be sure that the supervisor's email account is filled in and is a valid Cal Poly email.
  4. Click "Submit Form" when the form is complete.
  5. You will be asked for a web form verification code. Enter the code displayed at the bottom of the screen.
  6. Completion of this form will create an email which MUST be forwarded by the supervisor to COMPACCT@calpoly.edu with the words "I APPROVE THIS REQUEST" added to the top of the email.

NOTE: Pre-requisites for an HRSA or Finance account:

  • Person must be in the campus directory
  • Person must have email account listed in the campus directory

 

Recipient Information
Full Name:
Cal Poly User Name:
Contact number:
Department:
Supervisor's Email address:

Note: only Cal Poly email addresses are valid. Please enter the full email address.

 
Type of Request
Faculty/Staff
Student Assistant/Temp Help (Supervisor: )
Temporary Help

 
Peoplesoft Financials:
Financial Inquiry
Requisition information:
Create       Approve
If "CREATE" is specified, enter who approves the Requisition:
If "APPROVAL" is specified, enter who creates the Requisition:

 
PeopleSoft Student Administration:
If the security is for a new position, please briefly describe their job duties as it relates to access to each of the following areas of student data.
Admissions - application data, etc.
Student Records - enrollment information, etc.
Academic Advising - transfer course work, etc.
Financial Aid - aid verification, etc.
Student Financials - student account balances, etc.

 
PeopleSoft Human Resources
Payroll
MPC Approval View Group Leave Balances
Student Timekeeper ISA Approval
View Faculty Tenure Data View Job and Position Data
View Addresses and Names Labor Cost HR PolyData Table
Enter Faculty Contracts
If "MPC Approval", "ISA Approval" or "View Group Leave Balances" was checked, specify the appropriate group:
Specify the appropriate default DeptID:
  • DEPT ID IS REQUIRED FOR ANYTHING IN PEOPLESOFT HR
  • PAYROLL REQUESTS CAN ONLY BE MADE BY A DEPARTMENT HEAD & ABOVE
If the employee is replacing another employee, please provide the name of the prior incumbent:
Name:
Last day in this position:

 
Other Accounts:
PolyData Warehouse Account for BrioQuery Report Writing
Table access defined by security/permissions requested for the on-line Student Adminstration, Human Resources and Financials systems.
Advancement
Alumni Development System: CP Username:
(Windows Terminal Services (WTS) access will also be needed. See below.)

Special instructions:

Once the above information is complete, click "Submit Form".