PeopleSoft Classes

Financial Investigatory Tools (Mid Level)

Facilitator: Kristin Bahn
Target Audience: UVM administrative staff, business managers, financial managers and individuals with a working knowledge of PeopleSoft Financials.
Time Allotted: 2 hours
PeopleSoft Course Number: FMC006

Rationale: Queries and inquiries allow administrators to research issues and discrepancies encountered within reports. The focus of this session is to build on basic knowledge of Financial Reports and to utilize more advanced methods for retrieving to provide a full picture of transactions in the system.

Overall Objectives: Gain a solid understanding of using advanced financial reporting tools for troubleshooting in PeopleSoft.

Learning Outcomes:

• List  available inquiries and queries and describe their use
• Discuss queries and inquiries related to Accounts Payable, Budget, Expenses, Journal, Ledger and Purchasing
• Practice running and interpreting financial reports in PeopleSoft

Prerequisites:  This mid-level class is for employees who have a solid understanding of the basics of financial reporting in PeopleSoft.

June 10 from 1:30 to 3:30 PM

Closeout Report

Facilitator: Kristin Bahn
Target Audience: UVM administrative staff, business managers, financial managers and individuals with a working knowledge of PeopleSoft Financials.
Time Allotted: 2.0 hours
PeopleSoft Course Number: PSF001
Overall Objectives: Participants will be able to run and interpret the Closeout Report in PeopleSoft.

Learning Outcomes:

• Run and interpret the Closeout Report
• Explain uses for the Closeout Report
• Shows all outstanding transactions
• Lists any differences between the Commitment Control and Actuals ledgers
• Shows who uses the selected project or chartstring as a default
• Shows all budget checking errors
• Shows who makes up the payroll encumbrance amount(s) 
• Review policy and procedure relevant to period closing

Pre and Post-Class Actions Required

PurCard Reallocation Process

Facilitator: Florianne Irwin
Target Audience: Office Assistants and Business Managers with responsibility for financial functions in PeopleSoft
Time Allotted: 1.5 hours
PeopleSoft Course Number: PSF011

Overall Objectives: This session is designed to show you how to reallocate UVM purchasing card expenses. We will also review the UVM Travel Policy and Procurement Policy as it pertains to allowable expenses on the PurCard.

Learning Outcomes:

• Utilize PeopleSoft to find PurCard journals
• Explain PurCard expenses by adjusting chartstrings
• Describe how to split expenses among multiple chartstrings
• Describe how to submit, print and budget check PurCard journals

Pre and Post-Class Actions Required

Your Supervisory Responsibilities Related to Time Entry

Facilitator: Penny Cayia
Target Audience: Staff and Faculty responsible for approving time in PeopleSoft for non-exempt employees
Time Allotted: 1.5 hours
PeopleSoft Course Number: PSF0007

Overall Objectives: Understand the University policies and procedures related to time entry and approval for non-exempt employees in PeopleSoft.

Learning Outcomes:

• Define exempt and non-exempt as it relates to time entry
• List the kinds of time collected via PeopleSoft for non-exempt employees
• List your responsibilities as a manager as related to time approval
• Describe the University policies and procedures related to time entry
• Examine the differences between time entry for full and part time non-exempt employees

Pre and Post-Class Actions Required

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