Course content:
Budget adjustments are done to reallocate funds from one SpeedType to another or from one position to another. This training is designed for those who will enter the Budget Adjustment Form requests into PeopleSoft.
There is a separate training simulation for those who will approve the requests.
Course Content:
The Business Procurement Card course addresses both the policies that cover the use of the BPC card and the procedures for managing the BPC log in PeopleSoft.
The policies portion of the training covers the purpose of the BPC card, spending limitations, purchasing restrictions, card security, vendor selection and - most importantly - documenting and recording purchases.
In PeopleSoft, several exercises will be completed to provide experience entering and adjusting BPC transactions, making credit-only entries, printing the BPC log, running the Unreconciled Transaction report, and reconciling the BPC log with the monthly credit card statement.
This course also highlights special situations, such as how to handle a BPC transaction with a vendor that requires reporting to the Internal Revenue Service on Form 1099, and how to enter the software compliance information required when making a software purchase.
Course Content:
This course should be completed only by individuals who have been notified by Sponsored Programs Administration staff that the training is required.
Cost sharing represents the use of institutional funds to supplement project (grant) costs not paid by the sponsoring agency. The course provides hands-on training in PeopleSoft to acquire experience entering payroll and non-payroll cost sharing, including in-kind contributions. Attendees will also learn when and how to certify cost sharing data.
This course is limited to eight attendees per session.
Course Content:
Data Warehouse training provides a hands-on introduction to the use of the PeopleSoft Financials Workbooks in the KUMC Data Warehouse.
The workbooks provide access to PeopleSoft financial data (KUMED SpeedTypes only) through a web interface. The data available consists of payroll, purchasing, travel and IDB transactions similar to line items reported on the AM90/91 monthly report. Revenue is reported for revenue SpeedTypes. Both Summary and Detail reports are available. Data is refreshed daily.
Users are able to view or print information related to a Department or one or more SpeedTypes. Viewed data can also be exported to Excel for further analysis.
Course content:
This training is designed to give the trainee an overview of the primary reports used in budget management: the AM 90/91 and the PO Detail report. The AM 90/91 report can be used to track budgets for both KUMED and RINST SpeedTypes. The trainee will also learn about other modules that provide an online inquiry into the same data reported on the AM 90/91.
The course covers the following reports:
The course covers the following inquiry panels:
Course Content:
This course provides training on the requisitioning process - one of two methods for purchasing goods and services at KUMC. It also provides a foundation for understanding how many financial transactions begin and flow through PeopleSoft Financial System.
In addition to a review of the KUMC and Research Institute purchasing policies, the course will explain in detail how to enter different types of requisitions, how to receive items on a purchase order, and how to track the progress of a requisition/purchase order through the purchasing and payment process.
This course also highlights special situations, such as how to enter the software compliance information required when making a software purchase, how to edit a recycled requisition, and how to review an invoice before payment.
Course Content:
The Timekeeping course is required to be a department timekeeper (either a primary timekeeper or a backup).
The course provides an overview of the timekeeping process at KUMC, a review of the employee classification system, and covers the articles of the State of Kansas that relate to keeping time.
Attendees will get hands-on experience in the 5-step process of timekeeping - printing and reviewing timesheets, entering time into PeopleSoft, running the Reported Time Report, checking for exceptions, and running the Payable Time Report. A variety of reports related to timekeeping and employee status and leave accruals are also demonstrated.
This course is limited to six attendees per session.
Course Content:
The Travel course addresses both the policies that govern travel and the procedures for entering, adjusting and approving travel requests in PeopleSoft.
The policies portion of the training covers who is eligible for travel, the required approval process, the allowable travel expenses (e.g. meals, mileage, lodging, etc) and their limits, the options for purchasing airfare and conferences registrations, the documentation required for reimbursement, and the differences between travel on KUMC or Research Institute funds.
In PeopleSoft, several exercises will be completed to provide experience entering travel requests, including entering In-State, Out-of-State, International and Day Trips, approving travel requests, editing recycled requests, checking the approval status of a request, and adjusting expenses after the trip. Also covered are the processes for pre-travel approval and post-travel adjustment of trips requiring PeopleSoft pre-approval.
This course is limited to eight attendees per session.
Course Content:
Human Resources training for departmental users covers the Administer Workforce and Position Management modules plus the use of the HRIS form. The Administer Workforce module contains information related to Personal Data, such as name/address, and Job Data, such as position number and compensation rate. The Position Management module includes information on setting up a position, the use of job codes, and reviewing funding information.
Course Content:
The Separation Process allows departmental users to separate employees within their department. Separations are handled on-line by the user and are defined as either a retirement or a termination. Policies, procedures and special circumstances are covered in the training to ensure that employees are legally separated from the university. The training also covers the Separation Report used by departments in lieu of the HRIS form.
Course Content:
Depending upon the job functions of the trainee, the Separation Process training can be combined with the regular Human Resources training class. Refresher classes can also be scheduled.
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