Finance and Administration | Course Information and Registration

Course Information and Registration

COA Training

The COA online course will introduce financial system users to the Chart of Accounts. Participants will also learn how to use web tools to locate their departments’ chart numbers. After viewing the online course, click on Test Your Knowledge of the COA. Instructor:

Who should complete course: Managers and support staff who are responsible for revenue and expense budget management.

Prerequisite: None

Finance Budget Management

This course is designed for managers and support staff who are responsible for revenue and expense budget management. Participants will learn how to navigate the system, create budget queries, process budget transfers, review general ledger transactions, review encumbrances, and approve documents. This session will introduce participants to the user-friendly, self-service interface and will provide essential tips for successful budget management.

Who should attend: Managers and support staff who are responsible for revenue and expense budget management.

Prerequisite: COA Training

E-Procurement

This course provides an overview of the University’s procurement policies and procedures related to furniture, IT equipment, offices supplies, and more. Participants will learn how to create and manage purchase orders via the user-friendly interface.

Who should attend: Managers and support staff who are authorized to procure goods on behalf of the University.

Prerequisite: COA Training

E-Procurement – Advanced features

This course provides an overview of the advanced features using e-procurement related to purchasing services and goods. Participants will learn how to use simple and advanced search options, create quick orders, retrieving requisitions and identifying/correcting data entry errors.

Who should attend: Managers and support staff who are authorized to procure goods on behalf of the University.

Prerequisite: E-Procurement and COA Training

Contracts Management System

This module is designed for those who are responsible for initiating, reviewing, and processing contracts. Participants will learn the policies, procedures, and computer application of processing contracts using the new imaging system.

Prerequisite: E-Procurement is recommended.

Kronos – 101

This module is designed for those who use the Kronos time and attendance system. Participants will learn about:

Logging-in and navigating the Electronic Time application, workforce genies, workforce terminology, menu options, and timecard tabs
Reviewing and approving an employee’s timecard
Accessing their own timecards as well as workforce timecards
Entering and deleting punches in a project view timecard and/or an hourly timecard
Adding a comment to a punch
Entering a labor account transfer and adding a pay code amount to a timecard

Kronos- Scheduling and Reporting (Webinar)

This webinar is designed for time card users who are responsible for managing time and attendance. Participants will explore scheduling and reporting options available in Kronos as well as essential tips and tricks for capturing information.

Prerequisite: Kronos – 101

Chrome River

This course provides instruction for Faculty and Staff to utilize the online Travel and Expense reimbursement system. Participants will learn how to navigate the system, enter and track expense reports and/or reconcile 91��Ƶ credit card transactions. Budget managers will additionally learn how to approve expense reports.

Who should attend: Managers and support staff who have Travel and Expense reimbursements to submit and/or credit cards to reconcile.