Before access can be granted to the finance, HRMS and Student Admin modules, employees requesting access must complete the Data Privacy training at the following link: Employee Data Privacy Training.
University within the University (U2)
The following training is provided regularly throughout the year. Visit the U2 website for upcoming sessions.
Budgets Overview Inquiry Session
Description: This training provides the tools necessary to navigate through PeopleSoft to find your departments budget and cash balance; utilize PeopleSoft to track your departments budget, cash, revenue, and expenditures; and complete a budget journal. The session also includes hands-on practice activities.
Running, Reading, & Reconciling Key Finance Reports in PeopleSoft
Description: This training provides the tools necessary to navigate through PeopleSoft in order to run, read, and understand PeopleSoft financial reports. Important tips will be provided to help you recognize why, when, and how to reconcile revenue and expense transactions posted to your funds. Troubleshooting tips and tools to help you resolve budgeting errors will also be provided. This session includes hands-on practice activities.
Description: This session provides the information you will need to complete employee payroll forms. Learn how to hire, terminate, make changes to forms, assign funding and much more!
Description: This Intermediate HRMS session is for employees with departmental HRMS access. Topics covered will include: department budget tables, and reports and queries. There will also be a question/answer period at the end of the session. Bring your questions with you or submit them prior to the session at firstname.lastname@example.org to make sure they will be answered at this session.
For Tip Sheets and Presentations for the Campus Solutions module, please visit the Faculty/Staff Information page on the Registrar's Office website.