|
|
|
University Accounting SetupWHO: University of Louisville employees who have a business need to view financial information in the PeopleSoft Financials System. WHAT: This class covers Purchasing, Accounts Payable, and Journal entry documents in the PeopleSoft system. Also covered: Vendor Information and Receiving procedures. WHEN: Schedule and Registration SECURITY: To receive PeopleSoft security, the chair or director of the department must request access to the system. Requests for access are handled by Dave Baugh. CLASS LENGTH: Approximately 2-3 hours
Peoplesoft Troubleshooting & QueryWHO: University of Louisville employees who have a business need to view financial information in the PeopleSoft Financials System. WHAT: This class covers Peoplesoft error messages and defines ways to troubleshoot system and data problems. It also covers EPM query, which will allow you to retrieve specific information to resolve reconciliation problems and create reports. We well also review certain Financial Reports that will be beneficial in the reconciliation of Programs and Grants. WHEN: Schedule and Registration SECURITY: To receive PeopleSoft security, the chair or director of the department must request access to the system. Requests for access are handled by Dave Baugh. CLASS LENGTH: Approximately 2-3 hours
Accounts Payable and Accounting Operations TrainingWHO: University of Louisville employees who have a business need to view financial information in the PeopleSoft Financials System. WHAT: This class covers PeopleSoft Financials accounts payable inquiry and Accounting Operations policies, procedures and forms. The class will cover voucher and payment inquiry. It will also cover various forms that are used in Accounting Operations, such as: the Request for Disbursement form, the Travel Voucher, the Petty Cash Requisition form and the W-9 form. Navigation of the Controller's Office Accounting Operations website will also be covered. WHEN: Schedule and Registration SECURITY: To receive PeopleSoft security, the chair or director of the department must request access to the system. Requests for access are handled by Dave Baugh. CLASS LENGTH: Approximately 2-3 hours
Reconciliation TrainingWHO: University of Louisville employees who have a business need to view financial information in the PeopleSoft Financials System. WHAT: This session will cover basic instructions and guidelines in performing reconciliations of Programs and Grants. It will also include a selection of Financial Reports to use and how to read them. WHEN: Schedule and Registration SECURITY: To receive PeopleSoft security, the chair or director of the department must request access to the system. Requests for access are handled by Dave Baugh. CLASS LENGTH: Approximately 2-3 hours
Requisition (Purchasing) Data EntryWHO: University of Louisville employees who need to enter requisitions into the new University of Louisville requisition system, or those who receive shipments and need to enter these shipments into the PeopleSoft system. WHAT: Covers basic Requisition Data Entry, Creating Template Orders, Copying a Requisition, Changing and Canceling Requisitions. WHEN: Contact Dave Baugh SECURITY: Individuals must be authorized by the UBM for their Vice-president or Dean to be granted this access. Authorization and requests for access are handled by Dave Baugh. CLASS LENGTH: Approximately 3 hours. MANUAL:
Training Manual (requires Adobe Acrobat) Requisition Approver TrainingWHO: University of Louisville Administrators, UBMs, Department Chairs and others who are responsible for approving requisitions. WHAT: Covers Approver Training for the PeopleSoft Financials System. WHEN: Contact Dave Baugh SECURITY: Individuals must be authorized by the UBM for their Vice-president or Dean to be granted this access. Authorization and requests for access are handled by Dave Baugh. CLASS LENGTH: 60-75 minutes MANUAL:
Training Manual, (requires Adobe Acrobat) Budget Transfer TrainingWHO: University of Louisville Administrators, UBMs, Department Chairs and others who are responsible for transferring monies from one budget to another. WHAT: Covers Budget Transfer Training for the PeopleSoft Financials System. WHEN: Contact your Budget Analyst SECURITY: Individuals must be authorized to for this access. To receive security access to the PeopleSoft system, please contact your unit's Budget Analyst. CLASS LENGTH: 60-75 minutes MANUAL:
PDF Format, (requires Adobe Acrobat) University ReportsWHO: University of Louisville employees who have a business need to view financial information, or run reports in the new PeopleSoft Financials System. WHAT: Covers the Reporting system for University of Louisville Financial reports. WHEN: Schedule and Registration SECURITY: To receive security to individual reports, the chair or director of the department must request access to the system. To receive security to departmental reports, individuals must be authorized by the UBM for their Vice-president or Dean. Authorization and requests for access are handled by Dave Baugh. CLASS LENGTH: 90 minutes Departmental Grants InquiryWHO: University of Louisville employees who have a business need to view grants information. WHAT: Covers viewing grants information in the PeopleSoft Financials System. WHEN: Schedule and Registration SECURITY: Individuals must be authorized by the UBM for their Vice-president or Dean to be granted this access. Authorization and requests for access are handled by Dave Baugh. CLASS LENGTH: 90 minutes EPMWHO: University of Louisville employees who have a business need to view financial information. WHAT: Covers viewing financial information in EPM. WHEN: Schedule and Registration SECURITY: Individuals must be authorized by the UBM for their Vice-president or Dean to be granted this access. Authorization and requests for access are handled by Dave Baugh. CLASS LENGTH: 90 minutes Human ResourcesPayline TrainingWHO: This class is intended for UBMs and others responsible for reporting and entering their unit’s payroll information into PeopleSoft. WHAT: This class covers the processes for entering and updating Payline information for Exception Hourly Employees, Positive Time Employees, and Exception Monthly Employees. Payroll reports are also discussed and demonstrated. A brief introduction to PeopleSoft 8 is included in this class. WHEN: Schedule and Registration SECURITY: Access to the Payline page requires two pieces of security:
CLASS LENGTH: This class lasts approximately 1 hour and 30 minutes.
MANUAL: PDF Format, (requires Adobe Acrobat) Recruiting SolutionsWHO: This class is for UBMs and others responsible for processing employment applications. WHAT: This class covers both Faculty and Staff Hires, and the Affirmative Actions Steps necessary for starting and completing a search. WHEN: Schedule and Registration CLASS LENGTH: Approximately 1 hour and 45 minutes
MANUALS: PDF Format, (requires Adobe Acrobat) UBM View AccessWHO: This class is intended for UBMs and business office staff who have a need to view Position Management, Human Resources Budget information, and Employee Personal Records information using PeopleSoft 8.0. WHAT: This class is a demonstration class. You will be shown all the major panels available to the unit level business offices regarding Human Resources. WHEN: Schedule and Registration SECURITY: Access to the Human Resources View Access (UBM View Access) areas requires two pieces of security:
CLASS LENGTH: approximately 3 hours
MANUAL:
PDF Format, (requires Adobe Acrobat) Special Hire ProcessWHO: This class is intended for UBMs and business office staff who have a need to view use the Special Hire process intended to grant access to various university services (specifically Blackboard Learning System) using PeopleSoft 8.0. WHAT: This class is a demonstration class. You will be shown all the major panels available to the unit level business offices regarding Human Resources. WHEN: Schedule and Registration SECURITY: You will need to obtain security access to the Special Hire panel.
CLASS LENGTH: approximately 1 hour
MANUAL:
PDF Format, (requires Adobe Acrobat) PeopleSoft QueryMany reports and queries already exist that may be useful to you. The first step in accessing these reports isto contact the person in your department who initially requested your PeopleSoft account. They will be able to request the security you need to run them, if applicable. If you need a query or report that does not currently exist, the contact in your department will request the Central Administrative Offices of Human Resources or Student Administration to create a report or query. PeopleSoft Query training is available for those who have been identified by their department as needing the ability to run reports. Introduction to PeopleSoft QueryPREREQUISITE: Introduction to PeopleSoft Applications WHO: WHAT: WHEN: Schedule under review SECURITY: MANUALS: Student AdministrationStudent AdministrationWHO: This class is for Student Administration employees who are new to their positions, or current employees who would like a basic skills refresher. WHAT: An overview of the PeopleSoft system, including logon procedures, understanding terminology, use of navigation tools, and data entry. This class prepares you for other functional training classes tailored to your need to enter and retrieve data. WHEN:Schedule currently in review SECURITY: An ORION Student Records Account is required. You may request an ORION Student Records account by completed the Request an Orion Account for Student Administration form. CLASS LENGTH: Approximately 1 hour 25 minutes Student Records TrainingWHO: This course is intended for academic and faculty advisors, and other student support staff wihin the academic community. WHAT: This class will prepare you to view course catalog and schedule of classes' information, including enrollment totals, how to update credit hour load limits, how to remove service indicator (flags), how to view and update majors, how to print unofficial transcripts, academic advising reports, and other student records functions. WHEN:Schedule currently in review SECURITY: An ORION Student Records Account is required. You may request an ORION Student Records account by completed the Request an Orion Account for Student Administration form. CLASS LENGTH: approximately 2 hours DOCUMENTATION: Materials covered in class:
|
ULink Portal PS Applications Update Web Access Account Requests IS Work and System Fix Requests ORION Training Home Search Contact |
Last Updated: 18-May-2004 © University of Louisville