Attachment 8 External System Interfaces REVISED.xlsx
XLSX spreadsheet 189 KB Posted
- Attached to
- ENTERPRISE RESOURCE PLANNING SYSTEM State and local contract opportunity
- Solicitation number
- 5400023659
- Issued by
- Spartanburg County, South Carolina
About this file
This file is a detailed system inventory and data interface document prepared by Clemson University in South Carolina for its Enterprise Resource Planning (ERP) system implementation project. The document catalogs Clemson's current application architecture across Finance, Human Capital Management (HCM), Foundation, and Reporting/Data Warehouse functional areas, identifying 89 applications and systems that will require integration or migration into the future state ERP solution. The inventory classifies each application with a designation of Keep, Replace, or To Be Determined (TBD), detailing whether systems will be maintained, retired, or require further evaluation during the implementation. The document establishes four required implementation environments: Development (sandbox for configuration testing), QA/Testing (copied tenant for pre-production validation), Training (copied tenant for user instruction), and Staging (mirror of production for release impact assessment), with Production serving as the final system of record for ERP transactions.
The data migration strategy encompasses comprehensive historical data spanning Finance, HCM, and Reporting functions, with estimated migration volumes including 256,800 payroll payment advices, 2,658,386 general ledger journal entries, 200,000 requisitions, 180,000 purchase orders, 500,000 invoices, and 34,937 active employee records from the current year plus partial year data dependent on go-live date. Data interfaces are documented across 70+ internal and external systems with varying frequencies (daily, weekly, monthly, quarterly, annually) and transmission formats (SFTP, WebService, secure drive share, direct database links, and manual processes). Key external system integrations include connections to the South Carolina Enterprise Information System (SCEIS), PEBA retirement administration, federal and state tax reporting systems, Blackbaud for gift management, Banner for student and faculty administration, and multiple third-party vendors for specialized functions including travel management, procurement, document management, and payroll processing.
View the file
Other files for this state and local contract opportunity
Show all 20
On GovTribe
Work with this file on GovTribe
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
0. Overview
| Tab 1 - Application Inventory | List of applications/systems supporting Clemson's current state ERP architecture |
| Business Area | Primary business function supported by the application |
| Application Name | Name of third-party application or internally-developed solution |
| Application Description | Functional scope and purpose of the application |
| Application Hosting | Service through which storage and computing resources are provided to the University (i.e., Saas, On-Premise) |
| Keep/Replace/TBD | Initial posture for application carry-forward into Clemson's future state ERP architecture (i.e., Keep, TBD, Replace) |
| Tab 2 - Data Interfaces | List of internal applications and external systems that will require integration/interfacing with the future ERP solution |
| Common Name | Name of third-party application, internally-developed solution, or external system interface |
| Direction | Direction of data transfer between the core ERP solution and the named application/system (i.e., in, out, or in/out) |
| Current Frequency | Frequenct of data transmission with the core ERP solution (i.e., daily, weekly, monthly, quarterly, annual) |
| Current Approach | Format of data transmission with the core ERP solution (i.e., direct, file, manual) |
| Type | Indication of application ownership (i.e., internal, external) |
| Category of Data | Applicable functional area for data interface (i.e., Finance, HCM, Foundational, Reporting/DWH) |
| Notes | Additional information on the scope/nature of data interfacing |
| Tab 3 - Data Migration Volumes | Summary estimate of historical records that will be migrated into the new solution |
| Area | Primary business unit for applicable data group and content |
| Group | Primary business capability for the applicable data content |
| Content | High level description of categorial data elements to be migrated |
| Clemson Rec. | Clemson's desired quantity (number of years) of historical data to be migrated into the new solution (this is our starting point at this time for our plans for a data migration plan) |
| Volume Y/N | Indication of whether the data content will require on-going migration to the new solution (i.e., Yes, No) |
| Current active | Estimated number of currently active records on-file with the University |
| # of Records / year | Estimated number of applicable records per year |
| Estimate to Migrate | Estimated number of records to be migrated into the new solution (1 Calendar Year (CY) plus partial year depending on go live date) |
| Context Narrative | Additional information on the scope/nature of data migration needs |
| Tab 4 - Environments | List of required environments for new ERP solution implementation and production |
| Tenant | Name of requested environment with respect to the software development lifecycle |
| Description | Purpose/use of requested environment with respect to the software development lifecycle |
| Implementation | Indication of whether the environment will be used for software implementation activities |
| Production | Indication of whether the environment will be used for software production activities |
| Notes | Additional information on the scope/nature of requested environments |
1. Application Inventory
| Business Area | Application Name | Application Description | Application Hosting | Keep/Replace/TBD |
| Finance | Adaptive Planning | Workforce and Financial planning and analysis from Workday | SaaS | Keep |
| Finance | Banner (Ellucian) | Student and faculty administration | On Premise | Keep |
| Finance | Concur | Employee travel, expense and invoice management | SaaS | Keep |
| Finance / HCM | OnBase | Workflow and document management system. The workflow component is currenly being reviewed to workflow contracts that are negotiated in multiple offices to include OGC and divisions of Research. Document Management portion of the system is used by OHR and GCA | SaaS/On Premise for OHR | Keep |
| Finance | Workiva | Clemson Financial Reporting Tool (supports financial statements, budget document, and other reports). | SaaS | Keep |
| Finance | Zelle | Accounts Payable: student refunds | SaaS | Keep |
| Finance | BofA Works | Accounts Payable | SaaS | Keep |
| Finance | SCEIS | South Carolina Enterprise Information System: state business process system | SaaS | Keep |
| Finance | State of South Carolina Tax Reporting | Manage tax reporting/disclosure requirements for state of South Carolina | SaaS | Keep |
| Finance | Federal Tax Reporting | Manage tax reporting requirements/disclosures (1099s) for federal tax reporting | SaaS | Keep |
| Foundation | Blackbaud | Gift system for CU & CUF Institutional Advancement & Development | SaaS | Keep |
| HCM | PEBA Reporting | Reporting to the SC PEBA retirement administration system | SaaS | Keep |
| HCM | Watermark (formerly Digital Measures) | Tenure/Promotion/Annual Review/Tracking | SaaS | Keep |
| HCM | E-Verify | Employee eligibility to work in United States | SaaS | Keep |
| HCM | From PEBA | ACA Download | SaaS | Keep |
| HCM | From PEBA | Insurance Billing Reconcilliation | SaaS | Keep |
| HCM | To IRS | ACA Upload | SaaS | Keep |
| HCM | To SC Def Comp Plan/ Empower | W2 Upload - Federal | SaaS | Keep |
| HCM | To SC FCU | W2 Upload - State | SaaS | Keep |
| HCM | To OFCCP | Create SC Def Comp File | SaaS | Keep |
| HCM | TO SCRS | Create SCFCU File | SaaS | Keep |
| HCM | To IRS | OFCCP | SaaS | Keep |
| HCM | To State Revenue | SCRS Quarterly Retirement | SaaS | Keep |
| Reporting/Data Warehouse | CUVault | CU identity information | N/A | Keep |
| Reporting/Data Warehouse | DWH | Data Warehouse (reporting and combined data feeds to systems downstream) | N/A | Keep |
| Reporting/Data Warehouse | Tableau | Data Visualization | On Premise | Keep |
| Finance | ACL (now Galvanize) | Governance risk management and compliance | SaaS | Replace |
| Finance | coa.app.clemson.edu | Clemson Custom App that supports the existing chart of accounts | On Premise | Replace |
| Finance | Commitment Reporting | Clemson Custom App | On Premise | Replace |
| Finance | DAT Tool | Extraction and analysis of equipment logs | On Premise | Replace |
| Finance | Nextgen Dynamic Forms | Converts paper to electronic form | SaaS | Replace |
| Finance | Fleet - Fuel Management | Clemson Custom App | On Premise | Replace |
| Finance | IonWave | Electronic bidding software for public procurement | SaaS | Replace |
| Finance | Oracle Hyperion | Oracle Budgeting solution (Actuals and Budget detail) | On Premise | Replace |
| Finance | Paymode X | Accounts Payable | SaaS | Replace |
| Finance | Payroll Corrections | Clemson Custom App | On Premise | Replace |
| Finance | PeopleSoft Module | Accounts Payable | On Premise | Replace |
| Finance | PeopleSoft Module | Accounts Receivable | On Premise | Replace |
| Finance | PeopleSoft Module | Commitment Control | On Premise | Replace |
| Finance | PeopleSoft Module | General Ledger | On Premise | Replace |
| Finance | PeopleSoft Module | Sponsored Compensation | On Premise | Replace |
| Finance | Pre-commitment/Pre-encumbered Functionality | Clemson Custom App | On Premise | Replace |
| Finance | PS Tools Custom App | Grants Management (Post Award) | On Premise | Replace |
| Finance | Ricoh | Print Charges from Ricoh | On Premise | Replace |
| Finance | Touchnet | Part of Global Payments portfolio | SaaS | Replace |
| Finance | Transparency Spending | Clemson Custom App | On Premise | Replace |
| Foundation | Fundriver | Endowment Accounting | SaaS | Replace |
| HCM | Instructure - Bridge (Tiger Training) | Employment Training | SaaS | Replace |
| HCM | i-Sight | HR Case Management, including manages grievance rights & discipline records | SaaS | Replace |
| HCM | JJ Keller | Workers Comp reporting for state/federal OSHA log | SaaS | Replace |
| HCM | Kronos | Time and Leave data entry and management application | SaaS | Replace |
| HCM | Org Publisher | Org charts, graphs, and detailed workforce management reports | On Premise | Replace |
| HCM | PayFactors | Compensation analytics & compensation management tool | SaaS | Replace |
| HCM | PeopleSoft Module | Base Benefits (for tracking) | On Premise | Replace |
| HCM | PeopleSoft Module | Employee Self-Service | On Premise | Replace |
| HCM | PeopleSoft Module | Partial Position Management | On Premise | Replace |
| HCM | PeopleSoft Module | Payroll Administration | On Premise | Replace |
| HCM | PeopleSoft Module | Profile Management | On Premise | Replace |
| HCM | PeopleSoft Module | Talent Acquisition Management | On Premise | Replace |
| HCM | PeopleSoft Module | Workforce Administration | On Premise | Replace |
| HCM | Clemson Custom CU Special Pay | Clemson Custom App | On Premise | Replace |
| HCM | Clemson Custom Recurring Pay | Clemson Custom App | On Premise | Replace |
| HCM | Clemson Custom CU Payroll Data Entry and CU Payroll Data Entry for Managers | Clemson Custom App | On Premise | Replace |
| HCM | Skill Survey | Online, automated reference check solution (not used for faculty) | SaaS | Replace |
| HCM | Spark Hire | Video Interview Software | SaaS | Replace |
| HCM | Tiger Talent | Clemson Custom App | On Premise | Replace |
| HCM | Truescreen | Employee background screening service | SaaS | Replace |
| Reporting/Data Warehouse | PeopleSoft Module - nVision | Financial Reporting | On Premise | Replace |
| Finance | AIM | Project management, voucher info, journal/supplier info, and budget management | On Premise | TBD |
| Finance | InfoEd | Grants Management (Pre Award) | On Premise | TBD |
| Finance | Jaggaer eProcurement BuyWays | Procurement electronic requisition tool (purchase orders and vouchers) | SaaS | TBD |
| HCM | Interfolio | Academic recruitment process, including job board and applications, confidential letters, fair committee review, and diversity data. | SaaS | TBD |
| Reporting/Data Warehouse | SAP Business Objects | ETL/Data Warehouse front-end reporting for HR & Finance | On Premise | TBD |
| Reporting/Data Warehouse | SAP Business Objects - Crystal Reports | Reporting for HR & Finance | On Premise | TBD |
| Reporting/Data Warehouse | SAP Business Objects - Web Intelligence | Reporting/Analytics for HR & Finance | On Premise | TBD |
2. Data Interfaces
| Common Name | Direction | Current Frequency | Current Approach | TYPE | Category of Data | Notes |
| Adaptive Planning | In/Out | Hourly/Daily | PS FIN Queries into Adaptive | External | Finance | |
| AIM | In/Out | Daily | Secure Drive Share | Internal | Finance | |
| Concur | In/Out | Daily | SFTP/WebService | External | Finance | |
| InfoEd | Out | Daily | DB Link | Internal | Finance | |
| Jaggaer eProcurement BuyWays | In/Out | Daily | WebService | External | Finance | |
| Workiva | Out | Daily | SFTP | External | Finance | |
| Zelle | In/Out | Daily | SFTP | External | Finance | TigerPay |
| BofA Works | In/Out | Daily | SFTP | External | Finance | |
| State of South Carolina Tax Reporting | In/Out | Annually | SFTP | External | Finance | |
| Federal Tax Reporting | In/Out | Annually | SFTP | External | Finance | |
| TouchNet (Lockbox) | In | Daily | SFTP | External | Finance | |
| Ag Services | In | Daily | Secure Drive Share | Internal | Finance | |
| iLab | In/Out | Daily | SFTP | External | Finance | |
| coa.app.clemson.edu | Out | On-Demand | WebService | Internal | Finance | |
| IDO for Background Checks | In | Monthly | Secure Drive Share | Internal | Finance | |
| IDO for job posting packages | In | Monthly | Secure Drive Share | Internal | Finance | |
| SPIRS | Out | Manual | Manual | External | Finance | state permanent improvement reporting system |
| Web Invoices | Out | Daily | Secure Drive Share | Internal | Finance | CU, CURF, and CULR web invoice form |
| Banking Files | In/Out | Daily | Secure Drive Share | Internal | Finance | |
| IPTAY | In | Daily | SFTP | External | Finance | |
| Credit Card Fees | In | Manual | Manual | External | Finance | |
| Graduate Assistance Differential | In | Semester | Manual | Internal | Finance | |
| Ricoh Printer and Postal Data | In/Out | Monthly | Secure Drive Share/DB Link | Internal | Finance | |
| TigerOne | In | Daily | Secure Drive Share | Internal | Finance/HCM | |
| StarRez | In/Out | Ad-Hoc/Daily | Amazon S2 | External | Finance/HCM | |
| Banner (Ellucian) | In/Out | Daily | Secure Drive Share | Internal | Finance/HCM | AP to Banner for check issuance; HR to Banner for benefits |
| Blackbaud CRM | In | Daily | Secure Drive Share | Internal | Foundation | |
| OnBase Performance Management | In/Out | On-Demand | WebService | Internal | HCM | |
| PEBA Benefits Recon | In | Monthly | Manual | External | HCM | |
| PEBA Deductions | In | Payroll Cycle | Manual | External | HCM | |
| SCEIS | In/Out | Daily | SFTP | External | HCM | |
| Interfolio | In/Out | Daily | TigerTalent/Manual | External | HCM | |
| Kronos | In/Out | Daily | SFTP/Manual | External | HCM | |
| Concur | Out | Daily | SFTP | External | HCM | |
| E-Verify | In/Out | Daily | Manual | External | HCM | |
| ACA Download | In | Annually | Manual | External | HCM | |
| i-Sight | Out | On-demand | WebService | External | HCM | |
| Create SC Deferred Comp File | Out | Quarterly | Manual | External | HCM | |
| Create SCFCU File | Out | Monthly | Manual | External | HCM | |
| OFCCP | Out | Annually | Manual | External | HCM | |
| SCRS Quarterly Retirement | Out | Quarterly | Manual | External | HCM | |
| W2 Upload - Federal | Out | Annually | Manual SFTP | External | HCM | |
| W2 Upload - State | Out | Annually | Manual SFTP | External | HCM | |
| ACA 1094 Upload | Out | Annually | Manual SFTP | External | HCM | |
| CUVault Match | In/Out | Ad-Hoc | WebService | Internal | HCM | |
| T2 | In/Out | Daily | SFTP | External | HCM | |
| PayFactors | Out | Daily | SFTP | External | HCM | |
| TigerTalent | In/Out | On-Demand | DB Link | Internal | HCM | |
| Adaptive Planning | Out | Daily | SFTP | External | HCM | |
| Resume Carosel | Out | Daily | WebService | External | HCM | |
| CUVault | In/Out | Daily | DB Link | Internal | Reporting/DWH | |
| Data Warehouse | In/Out | Daily | DB Link | Internal | Reporting/DWH |
3. Data Migration Volumes
| # | Area | Group | Content | Clemson Rec. | Volume Y/N | Current Active | # of Records/Year | Estimate to Migrate | Context Narrative |
| 1 | HR | Compensation | Pay rate changes | Last complete CY + current CYTD | Y | 13187 | 13191 | 13191 | G: Active Employees H: All Records, including supplements and variable comp |
| 2 | HR | Compensation | Pay rate change reason code | Last complete CY + current CYTD | N | 49 | 0 | 0 | |
| 3 | HR | Compensation | Position descriptions | Last complete CY + current CYTD | Y | 6376 | 1649 | 1649 | The 6,376 is current active position descriptions, the 1,649 represents the number of updates to position descriptions in the past 12 months. |
| 4 | HR | Compensation | Job codes | Last complete CY + current CYTD | Y | 626 | 30 | 30 | G: Current Active Jobcodes, H: Jobcode changes in past 12 month |
| 5 | HR | Compensation | Pay Structures/history | Last complete CY + current CYTD | Y | 126 | 126 | 126 | Jordan does not have access to Pay Factors, this data is in PeoplesSoft Tables State Pay Bands and CU Ranges, not market data from Pay Factors |
| 6 | HR | Benefits | Enrollments | Last complete CY + current CYTD | Y | 31,915 | 35,000 | 35,000 | Current Active enrollments for health, dental, dental plus, vision, dependent life child, optional life, dependent life spouse, supplemental LTD, SCRS, ORP, PORS, SRPs, Aflac, Allstate (this does not include any history) estimated records per year based on potential turnover? |
| 7 | HR | Benefits | Plans | Last complete CY + current CYTD | N | 36 | 0 | Total number of plan options | |
| 8 | HR | Benefits | Leave - Cases | Last complete CY + current CYTD | Y | 311 | 350 | 350 | FMLA,PPL not in PS; Jan - estimating 350 leave cases per year |
| 9 | HR | Benefits | Leave - Accruals | Last complete CY + current CYTD | Y | 4116 | 11556582 | 11556582 | As indicated in Kronos, G: Current Employees with leave balances; H: all accrual transactions in past 12 months including system actions; This includes all accrual transactions including system generated transactions. This includes all accrual grants, accrual takings, carryover limits, etc. |
| 10 | HR | Recruiting | Applicants | Last complete CY + current CYTD | Y | 3671 | 12717 | 12717 | Unique applicants who created at least one application within the last year (10/20/2021-10/19/2022). Current Active column only includes applicants who submitted an application associated with a job opening and currently have an active application. # of Records/Year column includes all applicants (including applicants with draft applications and applications not associated with a job opening).Only reporting Reqs from PeopleSoft |
| 11 | HR | Recruiting | Requisitions | Last complete CY + current CYTD | Y | 687 | 1321 | 1321 | Current Active column only includes active/open requisitions that were created in the last year (10/20/2021-10/19/2022). # of Records/Year column includes all requisitions created in the last year. Data comes from two sources. |
| 12 | HR | Recruiting | Applications | Last complete CY + current CYTD | Y | 9633 | 34787 | 34787 | Unique applications created within the last year (10/20/2021-10/19/2022). Current Active column only includes active applications associated with a job opening. # of Records/Year column includes all applications created within the last year (including draft applications and applications not associated with a job opening). Data comes from two sources. |
| 13 | HR | Performance | Evaluations (appraisals) | Last complete CY + current CYTD | Y | 1546 | 1546 | 1546 | Only includes covered staff (not faculty or temps calssifications); Number will grow to approximately 2300 in March 2023 |
| 14 | HR | Performance | Goals | Last complete CY + current CYTD | Y | 15 | 15 | 15 | |
| 15 | HR | Learning | Courses | Last complete CY + current CYTD | Y | 750 | 1087 | 1087 | |
| 16 | HR | Learning | Learners - Active | Last complete CY + current CYTD | Y | 32859 | 34000 | 34000 | Includes faculty, staff, Student employees (all levels), and contingent (non-employees) |
| 17 | HR | Learning | Learners - Inactive | Last complete CY + current CYTD | N | 3983 | 3983 | 3983 | |
| 18 | HR | Learning | Curriculum | Last complete CY + current CYTD | Y | 140 | 197 | 197 | |
| 19 | HR | Labor relations | Grievances | Last complete CY + current CYTD | Y | 4 |
Michelle Marie Cato: Michelle Marie Cato:
Open cases 89 Michelle Marie Cato: Michelle Marie Cato:
| Opena nd closed cases for past 12 months | 89 | |||||||||
| Michelle Marie Cato: Open and closed cases for past 12 months | Included compliants, investigations, all discuiplinary sactions for faculty and staff, formal grievnaces | |||||||||
| 20 | HR | Labor relations | Investigation Notes | Last complete CY + current CYTD | Y | 7 | 34 | 34 | All investigation files by case | |
| 21 | HR | Labor relations | Coaching and Counseling | Last complete CY + current CYTD | Y | 18 | 187 | 187 | Tracked coaching and couseling sesisons that are not inlcuded in grievances | |
| 22 | HR | Core HR | Employees - Active | Last complete CY + current CYTD | Y | 7663 | 34937 | 34937 | All job data and previous transactions (historical updates) and personal information, includes citizenship status, SEBUS data, F: Number of Active non-student employees G: All records for Active non-students employees | |
| 23 | HR | Core HR | Employee - Student | Last complete CY + current CYTD | Y | 7782 | 31000 | 31000 | Student Employees Only F: Number of Active student employees G: All records for Active students employees; 7782 represents how many student employees were active at some time during the past 12 months; the current active headcount of student employees is 5525. | |
| 24 | HR | Core HR | Employees - Inactive | Last complete CY + current CYTD | N | 145 | 145 | 145 | Retirements -- All Retired Employees | |
| 25 | HR | Core HR | HR Org Units | Last complete CY + current CYTD | Y | 357 | 357 | 357 | Departments/Local All departments and Budget Centers | |
| 26 | HR | Core HR | Non-employees | Last complete CY + current CYTD | Y | 2729 | 6206 | 6206 | G: Active contingent worker count F: All records for active contingent workers | |
| 27 | HR | Core HR | Positions | Last complete CY + current CYTD | Y | 6800 | 6800 | 6800 | All PS position management data ---- Number of Active positions numbers | |
| 28 | HR | Core HR | Position - Vacant | Last complete CY + current CYTD | Y | 6091 | 398 | 398 | Currently and awaiting recruitment | |
| 29 | HR | Core HR | SCEIS number data | Last complete CY + current CYTD | Y | 5964 | 411 | 411 | State requirement | |
| 30 | HR | Core HR | Terminations | Last complete CY + current CYTD | N | 5787 | 6692 | 6692 | Just Terminations G: Terminations of Employees that are no longer with the University F: All Terminations | |
| 31 | HR | Core HR | Hires | Last complete CY + current CYTD | Y | 6322 | 7186 | 7186 | Hires and Rehires G: All Active Hires and Rehires H: All hires and rehires whether they are still with the university or not. | |
| 32 | HR | Core HR | Transfers (Intrnal position changes) | Last complete CY + current CYTD | Y | 2078 | 9331 | 9331 | Includes promtions and other changes; G: represents jobcode changes that are still the current row. H: All jobcode changes in past 12 months for employees (5586 are student employees) | |
| 33 | FIN | Payroll | Payment Advices | Last complete CY + current CYTD | Y | 256,800 | 256,800 | Approximately 10,700 payments per pay period * 24 pay periods. This includes approximately 150 live checks per pay period and the remainder are direct deposits | ||
| 34 | FIN | Payroll | Deductions withheld | Last complete CY + current CYTD | N | 1,872,000 | 1,872,000 | Approximately 78,000 deductions were withheld from indviduals' paychecks for one pay period *24 pay periods. Note: there are approximately 300 deduction codes to include all general benefits, retirement, voluntary deductions, etc. | ||
| 35 | FIN | Payroll | Taxes withheld | Last complete CY + current CYTD | Y | 1,540,800 | 1,540,800 | Six different tax withholdings per pay period - includes federal, state/local, FICA employer, FICA employee, Workers Comp, Unemployment | ||
| 36 | FIN | Payroll | Incentive payments (aka special pay) | Last complete CY + current CYTD | Y | 115,200 | 115,200 | Approximately 4,800 special pays are processed per pay period. Special pays include bonuses, special pay on a project, lump sum payments, retro pay, awards, moving expenses, non-overnight meals | ||
| 37 | FIN | Payroll | Recurring pays | Last complete CY + current CYTD | Y | 4,800 | 4,800 | Recurring special pay; represents pay outside of a person's normal salary | ||
| 38 | FIN | Payroll | Garnishments | Last complete CY + current CYTD | Y | 11 | 15 | 15 | ||
| 39 | FIN | Payroll | State Tax Profile | Last complete CY + current CYTD | N | 34 | - 0 | - 0 | The University has employees in 34 states (US only) | |
| 40 | FIN | Payroll | Payroll Cycles/Groups | Last complete CY + current CYTD | Y | 5 | - 0 | - 0 | Salary lag, Salary current (faculty only), hourly lag, federal lag, intermittent lag | |
| 41 | FIN | Time/Attendance | Leave records uploaded per pay period | Y | 576,000 | 576,000 | Leave taken per pay period *24 pay periods | |||
| 42 | FIN | Time/Attendance | All payable time uploaded per pay period | Y | 84,000 | 84,000 | Payable time loaded per pay period * 24 pay periods | |||
| 43 | FIN | Time/Attendance | Paycode totals per pay period | Y | 192,000 | 192,000 | Paycode totals uploaded per pay period. Paycodes include regular pay, leave, overtime, event pay, dual employment, etc. | |||
| 44 | FIN | Time/Attendance | Workschedule (aka shift templates) | Y | 21 | - 0 | - 0 | The use of work schedules is very limited at Clemson, primarily used by Facilities. | ||
| 45 | FIN | Time/Attendance | Leave Accrual Profiles | Y | 30 | - 0 | - 0 | Includes annual, sick - individual and family, grant personal leave, FMLA, holiday, military, paid parental, court, election, etc. | ||
| 46 | FIN | AP & Sourcing | Requisitions | Last complete CY + current CYTD | Y | 200000 | 32000 | 32000 | ||
| 47 | FIN | AP & Sourcing | Purchase orders | Last complete CY + current CYTD | Y | 180000 | 33000 | 33000 | ||
| 48 | FIN | AP & Sourcing | Invoices | Last complete CY + current CYTD | Y | 500000 | 97000 | 97000 | ||
| 49 | FIN | AP & Sourcing | Vendors | Last complete CY + current CYTD | Y | 70000 | 12000 | 12000 | currently have 12000 active supplier records with ~1000 added each year | |
| 50 | FIN | AP & Sourcing | Payments | Last complete CY + current CYTD | Y | 350000 | 50000 | 50000 | ||
| 51 | FIN | AP & Sourcing | Contracts | Last complete CY + current CYTD | Y | 537 | 100 | 100 | ||
| 52 | FIN | AP & Sourcing | P-Cards | Last complete CY + current CYTD | Y | 600000 | 83000 | 83000 | ||
| 53 | FIN | AP & Sourcing | Debit memos | Last complete CY + current CYTD | Y | 0 | 0 | 0 | included in Invoice count #39 | |
| 54 | FIN | AP & Sourcing | Credit memos | Last complete CY + current CYTD | Y | 3000 | 450 | 450 | ||
| 55 | FIN | General ledger | Assets (capital) | Last complete CY + current CYTD | Y | 11,550 | 1,000 | 1,000 | FY22 capital assets for CU (land, building, infrastructure, software, equip, etc.). Note approximately 1,000 new assets are added annually | |
| 56 | FIN | General ledger | Assets (non-cap electronic equip) | Last complete CY + current CYTD | Y | 24,209 | - 0 | - 0 | FY22 DAT (web app) inventory of assigned electronic equipment (computers, monitors, etc); annual volume is not available. | |
| 57 | FIN | General ledger | Chart of accounts | Last complete CY + current CYTD | Y | 36,870 | - 0 | - 0 | includes all active chartfields (account, fund, project, dept, class, program); nothing to migrate as chart of accounts will be updated prior to migration | |
| 58 | FIN | General ledger | Journal entries / transactions | Last complete CY + current CYTD | Y | 2,658,386 | 2,658,386 | includes CU + related org journal lines for FY22 | ||
| 59 | FIN | General ledger | Receivables (Non Student) Customers | Last complete CY + current CYTD | Y | 39,913 | 624 | 624 | Total number of active customers; note 103,679 inactive customers, average of 624 new customers per year | |
| 60 | FIN | General ledger | Receivables (Non Student) Customer Locations | Last complete CY + current CYTD | Y | 151,289 | 912 | 912 | Customers with multiple addresses, average 912 new locations per year | |
| 61 | FIN | General ledger | Receivables (Non Student) Bills (customer invoices) | Last complete CY + current CYTD | Y | 12,634 | 12,634 | CU, CURF, CULR use the billing module in PS and together create approximately 12,634 invoices per year. | ||
| 62 | FIN | General ledger | Activities (Projects) | Last complete CY + current CYTD | Y | 33,325 | - 0 | - 0 | Note that projects are a chartfield and are included in the COA numbers above | |
| 63 | FIN | Budget | Budgets (+Forecast) | Last complete CY + current CYTD | Y | 250 | - 0 | Estimated number of budget journals per year | ||
| 64 | FIN | AP & Sourcing | Expense reports | Last complete CY + current CYTD | Y | 110000 | 18500 | 18500 | ||
| 65 | FIN | Treasury | Investments | Last complete CY + current CYTD | Y | - 0 | - 0 | - 0 | Investment profiles are managed by the Foundation and will not migrate to a new ERP | |
| 66 | FIN | Treasury | Leases | Last complete CY + current CYTD | Y | 296 | 41 | 41 | 37 office spaces, 251 equipment leases, 8 lessor lease records subject to GASB 87 reporting; estimate of the number of leases added per year | |
| 67 | FIN | Treasury | Banks | Last complete CY + current CYTD | N | 107 | - 0 | - 0 | CU has 17 bank accounts, 60 state subfunds, Related Orgs have approximately 30 bank accounts | |
| 68 | FIN | Treasury | Properties | Last complete CY + current CYTD | N | 212 | - 0 | - 0 | Land and building asssets as of FY22, included in the capital asset number above |
4. Environments
| Tenant | Description | Implementation | Production | Notes |
| Development | Sandbox Tenant to try out new configurations to static set-up | X | ||
| QA/Testing | Copied Tenant to test prior to production | X | X | |
| Training | Copied Tenant used to conduct training in. | X | X | Mirror of Production |
| Staging | Copied tenant to review and determine impact of new releases | X | X | Development and Testing in a single environment |
| Production | Latest configured tenant used as the system of record for ERP transactions | X | X |
File details come from the government source that posted it. Updated .