Evolving Transport: updates in Equip

The merger of the TfNSW and RMS financial and reporting systems is now complete!

The TfNSW and RMS financial and reporting systems are now merged and operating under one single company as Transport for NSW in Equip (company code 1000). This program of work is now complete.

Supporting divisional stand-ups

In March and April, our TfNSW divisions have been standing up their structures in the Equip system. You can view the timelines for these stand-ups here. We will update the table as further information is confirmed.

As we complete each stand-up, communications are sent outlining key actions and tasks to complete to help ensure all position information is reflected in Equip accurately.

It is important that you access Equip to check position and HDA details to ensure these are accurately reflecting determined structures. You should also check purchase order and/or profit centre / cost centre information is accurate. To help guide you on what you need to check please refer to the System Stand-up Checklist.

If you spot an issue with the information in Equip, please refer to the FAQs below. If your issue or question cannot be resolved by the FAQs, please contact the TSS Service Centre on 133 877.

Frequently asked questions

I am still having issues (with Equip) following the company code merger activity in February – who do I contact?

Please contact the TSS Service Centre on 133 877.

I’m not sure who to contact with my divisional stand-up queries?

This table will give you a starting point for who will be your best initial contact for your query. Who you contact with your query depends on the type of the query. Sometimes you need to speak to your People Partner or Finance Business Partner, or even your manager. Other times it will be the TSS Service Centre or MyIT.

If you are following up an already lodge issue or query, you need to follow up with the person you raised that issue or query with (ie if you spoke to your People Partner about an issue please refer your follow-up with them).

What are my new delegations?

If you are not sure about Delegations – go to the delegations page on the new intranet. This will provide you with access to all of the instruments.

My structure has been stood up – what do I do now?

Go into Equip, as this is the primary source of information on structures, and check your position information and that your reporting lines reflect the determined structure.

Both managers and employees should check that their structures reflect the determined structure.

Note: it's important that you check structure information directly in Equip as this is where the latest information is.

My reporting lines are incorrect?

There are a number of reasons for why your reporting lines may be incorrect, including:

  • The position that you report to (ie your direct manager) is still vacant. If this is the case, there is no further action to take. Please note any workflows you have will route to the next available manager in your extended reporting line until your direct manager’s position is filled.
  • You were originally in a HDA position whose end date is past your new position stand up date. HDA information overrides all other information in Equip.

If this reflects your situation, please go into Equip and update your HDA end date to the date prior to your new position stand-up date. Doing this should rectify any issues. Not sure how to amend / update your HDA details – this QRG will help.

If the above two options does not apply to your situation, it may be that the information was not migrated across to Equip correctly. If this is the case, please first check the determined structure and / or speak to your People Partner as they may be able to confirm the reason for the error.

If your People Partner is unable to assist, please contact the TSS Service Centre on 133 877 for assistance.

I’m having issue accessing the organisational structure tool in Equip (Nakisa) – it is showing an error when it opens.

You may need several attempts to access the Nakisa tool in the Equip system to check your structure due to the high volume of users accessing the system at the same time.

If after several attempts you are still unable to access this tool, please try one of the following options (noting that they may not be as current as the Equip system):

  • SuccessFactors org chart (available through Equip Self Service - People Systems
  • PeopleConnect org chart (available through Outlook or PeopleConnect)
  • Establishment Report available to managers through Equip Self Services 'My Reports'

If none of these options meet your immediate needs, please raise a ticket with MyIT for assistance.

I need to make a change to the determined structure as it is not right – what do I do?

Changes to the determined structure must be made following the existing BAU process for requesting changes to structures, as approvals for these changes are required. If you are not sure how to do this, please contact your People Partner.

The default cost centre in my shopping cart needs changing – how do I change this?

You may have received communications asking you to change your default cost centre for shopping carts. This is necessary as when the stand-up occurred, the cost centre information within shopping carts does not automatically update when system updates occur.

This is a simple change to make. Please refer to the Factsheet – Changing Cost Centre in SRM Settings and follow the steps to make this update.

I have raised shopping carts since the divisional / branch stand up – does this mean my cost centre will be wrong?

If you raised a shopping cart after your stand up you will need to check the cost centre details, and may need to change it.

  • For active Shopping Carts (ie shopping carts saved but not yet submitted) verify the cost centre information is correct by going to the ‘My Carts’ tab. If the information is correct, no further action is required. If the cost centre information is incorrect, please open the shopping cart and update the cost centre before submitting it.
  • For in-flight Shopping Carts (ie those already submitted for approval), if the cost centre is incorrect the creator will need to Edit and then Withdraw the Shopping Cart. Once the Shopping Cart has been withdrawn, the cost centre information can be updated and the Shopping Cart re-submitted for approval.

I am planning for the end cycle PDR period, and I have new direct reports in my team that had other managers previously. What do I do?

With the recent divisional stand-ups there has been a lot of movement of staff resulting in many changes of reporting lines. This means there may be a need to request feedback from former managers to include in the end cycle PDR. There is ‘Get Feedback’ function in Equip that you can use now.

I need to approve Flex Sheets for staff who had different managers at the start of the flex period cycle – what do I do?

Flex Sheet approvals may require outgoing managers to validate staff members’ attendance hours for the new manager (particularly if the movement occurred mid-flex period cycle). If this is the case, when a new manager is required to approve a staff member’s Flex Sheet but they were not the staff member’s manager for a period of time during the flex period, it is recommended the new manager contacts (eg via email) the outgoing manager for confirmation of attendance hours for their staff member.

I can’t find what I need in Equip…help?

If you are not sure how to do something in Equip – go to the Learning and Support Library and locate the relevant Quick Reference Guide.

The merger of the TfNSW and RMS financial and reporting systems is now complete!

The TfNSW and RMS financial and reporting systems are now merged and operating under one single company as Transport for NSW in Equip (company code 1000). This program of work is now complete.

Supporting divisional stand-ups

In March and April, our TfNSW divisions have been standing up their structures in the Equip system. You can view the timelines for these stand-ups here. We will update the table as further information is confirmed.

As we complete each stand-up, communications are sent outlining key actions and tasks to complete to help ensure all position information is reflected in Equip accurately.

It is important that you access Equip to check position and HDA details to ensure these are accurately reflecting determined structures. You should also check purchase order and/or profit centre / cost centre information is accurate. To help guide you on what you need to check please refer to the System Stand-up Checklist.

If you spot an issue with the information in Equip, please refer to the FAQs below. If your issue or question cannot be resolved by the FAQs, please contact the TSS Service Centre on 133 877.

Frequently asked questions

I am still having issues (with Equip) following the company code merger activity in February – who do I contact?

Please contact the TSS Service Centre on 133 877.

I’m not sure who to contact with my divisional stand-up queries?

This table will give you a starting point for who will be your best initial contact for your query. Who you contact with your query depends on the type of the query. Sometimes you need to speak to your People Partner or Finance Business Partner, or even your manager. Other times it will be the TSS Service Centre or MyIT.

If you are following up an already lodge issue or query, you need to follow up with the person you raised that issue or query with (ie if you spoke to your People Partner about an issue please refer your follow-up with them).

What are my new delegations?

If you are not sure about Delegations – go to the delegations page on the new intranet. This will provide you with access to all of the instruments.

My structure has been stood up – what do I do now?

Go into Equip, as this is the primary source of information on structures, and check your position information and that your reporting lines reflect the determined structure.

Both managers and employees should check that their structures reflect the determined structure.

Note: it's important that you check structure information directly in Equip as this is where the latest information is.

My reporting lines are incorrect?

There are a number of reasons for why your reporting lines may be incorrect, including:

  • The position that you report to (ie your direct manager) is still vacant. If this is the case, there is no further action to take. Please note any workflows you have will route to the next available manager in your extended reporting line until your direct manager’s position is filled.
  • You were originally in a HDA position whose end date is past your new position stand up date. HDA information overrides all other information in Equip.

If this reflects your situation, please go into Equip and update your HDA end date to the date prior to your new position stand-up date. Doing this should rectify any issues. Not sure how to amend / update your HDA details – this QRG will help.

If the above two options does not apply to your situation, it may be that the information was not migrated across to Equip correctly. If this is the case, please first check the determined structure and / or speak to your People Partner as they may be able to confirm the reason for the error.

If your People Partner is unable to assist, please contact the TSS Service Centre on 133 877 for assistance.

I’m having issue accessing the organisational structure tool in Equip (Nakisa) – it is showing an error when it opens.

You may need several attempts to access the Nakisa tool in the Equip system to check your structure due to the high volume of users accessing the system at the same time.

If after several attempts you are still unable to access this tool, please try one of the following options (noting that they may not be as current as the Equip system):

  • SuccessFactors org chart (available through Equip Self Service - People Systems
  • PeopleConnect org chart (available through Outlook or PeopleConnect)
  • Establishment Report available to managers through Equip Self Services 'My Reports'

If none of these options meet your immediate needs, please raise a ticket with MyIT for assistance.

I need to make a change to the determined structure as it is not right – what do I do?

Changes to the determined structure must be made following the existing BAU process for requesting changes to structures, as approvals for these changes are required. If you are not sure how to do this, please contact your People Partner.

The default cost centre in my shopping cart needs changing – how do I change this?

You may have received communications asking you to change your default cost centre for shopping carts. This is necessary as when the stand-up occurred, the cost centre information within shopping carts does not automatically update when system updates occur.

This is a simple change to make. Please refer to the Factsheet – Changing Cost Centre in SRM Settings and follow the steps to make this update.

I have raised shopping carts since the divisional / branch stand up – does this mean my cost centre will be wrong?

If you raised a shopping cart after your stand up you will need to check the cost centre details, and may need to change it.

  • For active Shopping Carts (ie shopping carts saved but not yet submitted) verify the cost centre information is correct by going to the ‘My Carts’ tab. If the information is correct, no further action is required. If the cost centre information is incorrect, please open the shopping cart and update the cost centre before submitting it.
  • For in-flight Shopping Carts (ie those already submitted for approval), if the cost centre is incorrect the creator will need to Edit and then Withdraw the Shopping Cart. Once the Shopping Cart has been withdrawn, the cost centre information can be updated and the Shopping Cart re-submitted for approval.

I am planning for the end cycle PDR period, and I have new direct reports in my team that had other managers previously. What do I do?

With the recent divisional stand-ups there has been a lot of movement of staff resulting in many changes of reporting lines. This means there may be a need to request feedback from former managers to include in the end cycle PDR. There is ‘Get Feedback’ function in Equip that you can use now.

I need to approve Flex Sheets for staff who had different managers at the start of the flex period cycle – what do I do?

Flex Sheet approvals may require outgoing managers to validate staff members’ attendance hours for the new manager (particularly if the movement occurred mid-flex period cycle). If this is the case, when a new manager is required to approve a staff member’s Flex Sheet but they were not the staff member’s manager for a period of time during the flex period, it is recommended the new manager contacts (eg via email) the outgoing manager for confirmation of attendance hours for their staff member.

I can’t find what I need in Equip…help?

If you are not sure how to do something in Equip – go to the Learning and Support Library and locate the relevant Quick Reference Guide.

Page last updated: 11 May 2021, 12:41