FinancialManagementAppMeetingFebruary102022

• https://cornell.zoom.us/j/99326724634?pwd=SzFnbGU4SlNRMGtBOGJJT1FWd1hYQT09
• Meeting ID: 993 2672 4634
• Passcode: CLASSE

Agenda

• Jonathan gave PowerPoint presentation (add link)
• Overview of conversations so far
• Requirements learned about in meeting
  • keep track of employee supervisor history
  • store historical pay data
    • Workday
    • calculate actual labor costs in BusinessOfficeAppSuite
    • track salary transfers in BusinessOfficeAppSuite
    • salaried/hourly status history
      • can be determined looking at Timesheet data
      • just need to show this history on employee profile page
    • track employee appointments
      • start/end dates
      • how does this connect with timesheet charges to WBS's?
• Employee Onboarding to be the first major chunk to be developed
  • Employee Onboarding Requirements
    • shifting new employee creation over to Monica & Katerina
    • schedule a meeting
      • Stakeholders
        • Bill
        • Connie
        • Katerina
        • Monica
        • Katie J
        • Mike
        • Jonathan
      • define employee types and their requirements
        • example: uses timesheet or not?
        • what is the onboarding path
        • what data is needed
      • define requirements
        • what needs to be tracked
        • what needs to be reported
        • onboarding path/employee lifecycle path/etc

Action Items

• Meeting with HR to discuss onboarding requirements