Facilitator: Rafae Khan, Recruitment & Retention Advisor
Audience: Department Users of PeopleAdmin
Time: 2.5 Hours
PeopleSoft Code: PPA001

Level of Instruction: Introductory
Prerequisites: Participants should be PeopleAdmin users in their current role.

Overall Objectives

This session will provide an overview of the revamped PeopleAdmin mini-manual and how to use it. Participants will learn best practices for using PeopleAdmin effectively and efficiently.

Learning Outcomes

• Demonstrate a basic understanding of how PeopleAdmin works “behind the scenes”
• Learn how to initiate actions, create job postings and handle applicants
• Tricks and shortcuts for using PeopleAdmin quickly

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Audience: Supervisors, Business Managers, HR Representatives or Support Staff for these roles
Time: 1 Hour
PeopleSoft Code: PPA003

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives

This session will provide an overview of the online performance review process for staff* performance reviews in PeopleAdmin. Participants will learn how to complete an online review and upload paper reviews in the performance management module.

*Please Note: This training does not cover faculty performance reviews

Learning Outcomes

• Demonstrate a basic understanding of the PeopleAdmin Performance Module
• Learn how to complete a plan, supervisor review and employee review
• Identify and learn best practices for completing performance reviews within the online system

Facilitator: Tiffany Barker Cook, Sr. Business Analyst, University Financial Services.
Audience: UVM business managers and financial support staff
Time: 1.5 Hours
PeopleSoft Code: PSU010

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives

The PeopleSoft Basics course will introduce users to UVM’s PeopleSoft Financial and HR Applications. Participants will learn basic terminology and skills such as navigating in the system, as well as basic employee and business manager functionality.

Learning Outcomes

• Demonstrate a basic understanding of UVM’s PeopleSoft systems including components/modules, terminology, and navigation
• Gain awareness of various support resources such as user guides, Footprints, and classes
• Gain awareness of available employee functionality, including entering time, expense reports, and employee self-service
• Gain awareness of available business manager functionality, including reports and queries, journals, budget checking, reviewing time reporting, and requisitions and purchase orders

Facilitator: Kyle Wentzel, Travel Team Lead, Disbursement Center.
Audience: All University travelers and administrators, especially those who create and submit their own expense reports in PeopleSoft
Time: 2 Hours
PeopleSoft Code: PSF016

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives

The Travel Basics course will inform University travelers of key points within the University's Travel Policy and highlight resources available to all travelers while enroute. Participants will also learn the step-by-step process and best practices for entering expense reports and other forms in PeopleSoft.

Learning Outcomes

• Demonstrate a basic understanding of how to properly report expenses in PeopleSoft for reimbursement and develop an understanding of how the approval process works
• Gain awareness of policies, procedures, and resources pertaining to University-sponsored travel
• Gain awareness of best practices when submitting expenses to prevent processing delays
• Understand where to find resources and user guides on expense report data entry

Facilitators: Erin Fitzgerald and Holly LeBlanc
Audience: Office Assistants and Business Managers
Time: 2 Hours
PeopleSoft Code: PSF011

Level of Instruction: Introductory

Prerequisites - Must meet ALL criteria:

• At least 3 months of Peoplesoft experience.
• Must have completed Peoplesoft Basics (PSU010)

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

• Must have responsibility for financial functions in Peoplesoft.
  • 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

Facilitators: Joshua Tyack
Audience: UVM PIs and departmental research administrators who use UVMClick to prepare and submit proposals. Requested that attendees have either had some familiarity with UVMClick or the training material and videos we have posted.
Time: 1.5 Hours
PeopleSoft Code: POL036

Level of Instruction: Introductory

Prerequisites - None

Overall Objectives
Build competency in using all aspects of the UVMClick system for developing and submitting sponsored project proposals

Learning Outcomes

• Understand the UVMClick Funding Proposal smart forms and budgeting tools
• Given overview of the SF424 system-to-system submission process
• Learn how to prevent common problems seen in UVMClick
• Understand best practices for developing and submitting proposals using UVMClick