Facilitators: Dawn Caffrey

Target Audience: All UVM Faculty, staff or students who expend effort either directly or as cost share on a sponsored agreement as well as administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principal Investigator and key personnel managing effort commitments on sponsored agreements.

Time: 2 Hours

PeopleSoft Course Number: CPT044

Level of Instruction: Introductory
Prerequisites: Fundamental understanding and working knowledge of the University’s Effort Management and Reporting policy

Overall Objectives

Provide participants with an understanding of the PI Portal commitment data and learn effective business practices in supporting the Principal Investigator and key personnel in assessing and updating their effort on sponsored agreements..

Learning Outcomes

• Understand important effort related concepts, definitions and sponsor regulations

• Learn the process of verifying effort commitments in the PI Portal

• Learn how to use the PI Portal to verify effort for all personnel charged to sponsored projects

• Ability to proactively identify potential compliance issues

• .

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

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
   

Facilitator: Financial Analysis & Budget Office staff
Audience: Business/Budget Managers 
Time: 2 hours
PeopleSoft Code: CPT073

Level of Instruction: Intermediate
Prerequisites: Axiom license for single-year budgeting/salary planning 

Overall Objectives

How to enter new-year line-item budgets and salaries in Axiom

Learning Outcomes

• Understand the process, user interface, and functionality for entering line-item budgets and new-year salaries and distributions
• Learn how to run diagnostic tools and reports to check submitted data for errors
• Learn key budget dates and deadlines
• Learn how to access self-help resources including user guides and video tutorials
• Learn how to navigate Axiom budgeting through hands-on practice in a training environment

Learning Tools

1. Line-Item User Guide
2. Salary Planning User Guide
3. Training Presentation
4. Video Tutorials (on right-hand side click “User Guides/Training”)
5. General Fund Budgeting (scroll down and click on “General Fund (Fund 100)”
6. Axiom Log-In Instructions
7. Axiom Website

End User Support

1. Axiom Footprint System to submit Axiom related questions
2. Unit’s business manager with previous experience in Axiom
3. Unit’s FAB Analyst

Facilitator: Financial Analysis & Budget Office staff
Audience:Business/Budget Managers 
Time: 2 hours
PeopleSoft Code: CPT072

Level of Instruction: Intermediate
Prerequisites: Axiom license 

Overall Objectives

How to access and use Axiom budget-to-actual reports

.

Learning Outcomes

• Become familiar with the different Axiom financial reports available and which are best suited for a given purpose
• Understand the basic characteristics/parameters of the Axiom reports
• Learn how to refresh, filter, drill to detail, and change the report view
• Practice using Axiom reports during time for hands-on exploration

Learning Tools

1. Axiom Reports Training PowerPoint Presentation
2. Axiom Reports User Guide
3. Understanding the Source Data (scroll to bottom of webpage to find “Understanding the Source Data”)
4. Video Tutorials (on right-hand side click “Axiom Reporting Resources”)
5. Axiom Log-In Instructions
6. Axiom Website

End User Support

1. Axiom Footprint System to submit Axiom related questions
2. Unit’s business manager with previous experience in Axiom
3. Unit’s FAB Analyst

Facilitators: Lindsey Donovan
Audience:Administrative Staff, Business Managers and Financial Managers 
Time: 1.5 hours
PeopleSoft Code: CPT077

Level of Instruction: Intermediate
Prerequisites: None 

This class is held online. The "Part 2" class is held live in a classroom.

Overall Objectives

Reports, queries and inquiries allow administrators to research and reconcile financial transactions encountered within their area of responsibility. The focus of this session is to build on basic knowledge of where financial data stored in PeopleSoft and when data is available for reporting.

Learning Outcome

• Describe where and when to find financial data in PeopleSoft

Facilitators: Lindsey Donovan
Audience:Administrative Staff, Business Managers and Financial Managers 
Time: 2 hours
PeopleSoft Code: CPT078

Level of Instruction: Intermediate
Prerequisites: PeopleSoft Financial Reporting Part 1 

This Class is held LIVE IN A CLASSROOM

Overall Objectives

Reports, queries and inquiries allow administrators to research and reconcile financial transactions encountered within their area of responsibility. The focus of this session is explore the PeopleSoft tools available for financial reporting. This session is designed to allow for hands on activities to learn how reports, inquiries, and queries work.

Learning Outcomes

• Discuss reports, queries and inquiries related to the General Ledger and Commitment Control
• Hands on practice setting up and running reports, inquiries, and queries.
• List available inquiries and queries with a brief description of their use
• Reinforce where and when to find financial data in PeopleSoft

Pre-Session Actions

Prerequisites: PeopleSoft Financial Reporting Part 1.  Come prepared to sign into PeopleSoft Finance, which requires dual-authentication and bring a chartstring or two to work with. 

Facilitators: Tiffany Barker Cook, Sr. Business Analyst, University Financial Services.
Audience: Frequent users of PeopleSoft interested in learning tools to increase productivity.
Time: 1.5 hours
PeopleSoft Code: PSU019

Level of Instruction: Intermediate
Prerequisites: 

1. Must have completed the PeopleSoft Basics class and be a frequent user in PeopleSoft. 
2. Most possess at least one of the following roles GL Reporting & Entry, GL Dept Journal Entry, ePro Requester, or AR/BI Inquiry.

Overall Objectives

The course will introduce users to available functionality in UVM’s PeopleSoft Financial and HR Applications. Participants will learn skills such as personalization of homepages, workcenters, and pages as well as updating preferences and defaults.

Learning Outcomes

• Gain awareness of the various was to personalize PeopleSoft to meet your needs.
• Gain awareness of the various tools available in PeopleSoft to streamline data processing.