°Ù»¨ÊÓƵ

Travel 1: Travel and Expense Policies

For all department supporting staff who process travel documents as well as expense reimbursements. This class will cover travel authorization and reimbursement policies and procedures (Pre & Post-travel).

Travel I,Travel II, Advanced Travel training are required for the Travel & Expense Creator role which grants the user access to enter travel authorizations and process employee expense reports.

Travel 2: Travel and Expense Reimbursements

For personnel who process travel reimbursements as well as expense reimbursements. The training covers information on how to navigate and process these documents in PeopleSoft. 

Travel I, Travel II, and Advanced Travel training are required for the Travel & Expense Creator role which grants the user access to enter travel authorizations and process employee expense reports.

SAHARA I

For personnel who reconcile accounts, the training covers a quick overview of the tool and the policies and procedures regarding SAHARA.

Account Reconciliation Training is now required for access to the reconciler role. Access will be granted as per approval of the account owner and/or CAO. 

SAHARA II

For personnel who reconcile accounts, this course provides a step by step process on how to reconcile your accounts using SAHARA and should be taken after SAHARA I training.

Account Reconciliation Training is now required for access to the reconciler role. Access will be granted as per approval of the account owner and/or CAO. 

Accounts Payable: Vendors & Vouchers

For personnel who perform payment activities and enter receipt information, non-contract payments, and returning goods.

Accounts Payable: Vendors & Vouchers training is required for the Voucher Creator role, this role grants the user access to process Non-Po Vouchers.

Advanced Travel/ Reimbursement

For personnel who process travel reimbursements as well as reimbursement requests for other purchases. This training follows the Travel I and Travel II training, and covers additional tips and tricks for creating travel authorizations and expense reimbursements. Creators will also learn about the available expense types, other functions, and queries.

Budget Management & Queries

For any personnel with budgetary or contract/grant authority and their support staff. This session covers how to access your financial information as well as how to pull queries.

Budget Management & Queries training is required for the Budget Reviewer role. This role grants the user access to view budget overview information which shows budget balance, encumbrances, available balance, expenses and other transactions that affect budget. 

Time Reporting

For personnel who assist with timekeeping, the training covers information on how to process timesheets for all employee types and further details on how to support your department in timekeeping activities.

Time Reporting training is required for the Time Reporting role, which grants the user access to enter, adjust, or delete time for employees in their department.

HR Processes & eForms

For all personnel who initiate new hire paperwork, DBTs, and other requests for changes to employee records. The training covers the hiring process, more information regarding each employee type, how to process DBTs and payroll information. The training also includes an overview on how to process End Employee Assignment, Retirement, and Position Funding Change eForms in PeopleSoft.

HR Processes & eForms training is required for the HR Reviewer and eForms Processor roles which grant access to view job and position data required when initiating position request/modifications, funding changes, recruitment, hiring, and other HR transactions.