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:

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 hours
PeopleSoft Course Number: PSF001
Overall Objectives: Participants will be able to run and interpret the Closeout Report in PeopleSoft.

Learning Outcomes:

Pre and Post-Class Actions Required


Pivot Tables for PeopleSoft

Facilitator: Steph Dion and Nick Hartshorn
Target Audience: Experienced Excel users who wish to learn tools to enhance their experience with PeopleSoft and Excel.
Time Allotted: 3 hours
PeopleSoft Course Number: PSU012
Overall Objectives: Use Pivot Tables to more effectively analyze PeopleSoft data.

Learning Outcomes:

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:

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: PSH007

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

Learning Outcomes:

Pre and Post-Class Actions Required


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