ABS Training and Education Offerings

The following alphabetical list provides an overview of ABS training and education opportunities. Register by sending an email to ABSTraining@colorado.edu.

There are also many Step-by-Step Guides available from several university offices as well as online training courses available through SkillPort which is accessible from the MY.TRAINING tab in the myCU portal or via the SkillPort link on CUConnect's myCU Links channel.

How to check what formal trainings you have taken: There are two ways to check. Method #1– In HR Production or Reporting navigate to: Reports and Reviews > Training > Student Training History. Method #2– Log on to the myCU portal and select the MY.TRAININGS tab.

Training List

• Accounting 101

• Cost Share Commitments

• Cost Transfer Training

• CPE (Continuing Professional Education) Program through the OUC

• Departmental Financial Management Guide (The Guide)

• ePERS

• Finance System (PeopleSoft FIN8)

• Financial Statements (Cognos Reporting System)

• Fiscal Code of Ethics Training

• Gift Fund Management Training

• OCG Trainings

• Procurement (CU Marketplace and Concur Travel & Expense System)

• Property Management

• PSLite

• SkillSoft

• Step-by-Step Guides

• Welcome to CU

Training Locations and Parking Information

• Marine Street Science Center (RL6)

• Administrative and Research Center (ARC)

Trainings listed in alphabetical order:

Accounting 101—Classroom Training

Accounting 101 course flyer

Intended Audience: Designed for administrative staff who have financial responsibilities but possess little or no formal accounting training. Also serves as a basic accounting refresher course.

Plan on attending all four days. Instructor: Laura Ragin.

Schedule: (Schedule for 2011 will be posted when finalized.)

To register: send an email to ABSTraining@colorado.edu.

Cost Share Commitments Workshop

Presented by Office of Contracts & Grants (OCG) and Sponsored Projects Accounting (SPA). Last workshop was held on 9/22/11. Next one to be scheduled.

Cost Transfer Training

The training is suitable for departmental administrators and hands-on research personnel. Although both PETs and JEs will be covered, the training will focus primarily on JE transfers and what information is required for expense transfers to a Fund 30/31 speedtype. This includes topics such as:

• when transfers are allowable

• adequate description/justification for the transfer

• when backup documentation is required

• and more.

Hua Xu will lead the training and others from SPA will be on hand for questions and discussion, which are encouraged. Handouts will be emailed ahead of the training. If you would like to attend, please RSVP to spa@colorado.edu

Departmental Financial Management Guide (The Guide)—Classroom Training

This course is taught by ABS and Boulder campus staff and is designed to cover key chapters of The Guide manual. It's a great way to get grounded in the essentials of higher education fund accounting as it applies to the University of Colorado. Designed for new employees as well as a refresher for veteran employees.

Where: Classes are held in room 620 of the Administration and Research Center (ARC), 3100 Marine Street on east campus.

To Register: Registration is required. Send an email to ABSTraining@colorado.edu to sign up.

Schedule: (Schedule for 2011 will be posted when finalized.

Videos:  Videos of an old Guide presentation are also available. Contact Isabel.Dunn@colorado.edu.

ePERS (electronic Personnel Effort Reporting System)—Group and In-Person Training

The Group training focuses on what role the Departmental Administrator plays within the ePERS  process and specific things they can do to assist with certification. Common questions and misunderstandings of what the ePER means are discussed. This group training is generally offered twice per academic year: spring and fall. More info.

More Information: Pat Dodson, (303) 492-2620

To Register: Please register by email to Chandra.Tjandrasa@colorado.edu

If you would like to schedule an ePERS  training for your department, staff, faculty, researchers, or project team, contact Pat Dodson: 492-2620, or email epers@colorado.edu. For ePER instructional material, see ePER Topics in our A-Z Index.

Finance System (PeopleSoft Finance)—Online and Classroom Training

This training is designed to provide basic information for accessing and using the University's PeopleSoft Finance System. The classroom training allows time for both hands-on application and individual assistance. The online training is a self-paced series of courses that include Finance System navigation, ChartFields, reporting, and journal entries.

If you are a new user of the Finance System, please refer to the Training and Access Requirements webpage to determine the type of access you need and to understand all the steps you must take to get Finance System access. Current Finance System users who would like a refresher course are always welcome and encouraged to attend. Training requirements depend on the level of access needed, as summarized in the following table (X=required):

Read and comply with the Finance System Training and Access instructions prior to class. Attendees must register in advance for the classroom training by email to ABSTraining@colorado.edu.

 Please print out and bring the training manual to class.  Click here to open and print.

Finance System Schedule: (starts promptly at 9:00):

Financial Statements—Group, Classroom Training

(Note: The Financial Statements training is required for access to the Finance System in addition to the Finance System training described above.)

Do you have questions about your monthly statements?

• How do I access and run these reports?

• How the heck do I read these things?

• What are they supposed to tell me?

• What is the most important information to pay attention to?

• How do I find out how this transaction got on my statement?

• How do I correct an error? 

• How do I use these statements to advise my unit head?

Help is at hand. Accounting & Business Support conducts a hands-on workshop to review the Cognos Reporting System m-Fin statements:

• SpeedType Summary

• Operating Summary

• Revenue and Expenditure Summary

• Financial Detail

• Balance Sheet Summary

• ePERS reports also receive some coverage

We will review how to access the Reporting System, how to read the statements and what information to pay the most attention to. Each class is tailored to match the skills and needs of the participants, so it may review a few basics that you already know. There will be plenty of time for questions and answers on specific problems you have. Since this is a hands-on class, you are encouraged to bring your statements and speedtypes to run in class. Here is a very general schedule to use as a guide:

An IdentiKey is not required, but definitely recommended for these classes. Please pre-register to ABSTraining@colorado.edu.

Statement Reading Class Schedule:

Fiscal Code of Ethics Acknowledgement—Online Available from SkillPort, accessible through the myCUinfo portal > CU Resources tab > Training menu > Start SkillSoft > Catalog menu > University of Colorado Courses folder.

This online process was produced in order to help fulfill the intent of the Fiscal Code of Ethics Administrative Policy Statement and related Finance Procedural Statement. The following events trigger the required acknowledgement process:

• Finance System Users, prior to receiving access to the University’s Finance System (as verified by the appropriate campus Finance System Access Security Coordinator).

• HRMS Users, prior to receiving access to the University’s HRMS (as verified by the appropriate campus HRMS Access Security Coordinator).

• Procurement Card Users, prior to receiving such authority (as verified by the Procurement Service Center).

• Employees working on a federal contract valued at or above $5 million, and other employees as required by an officer (as monitored by the appropriate or requesting officer).

• Officers, upon signing their letter of offer for employment with the University (as verified by the respective campus human resources office). NOTE: Officers do not use the online process. Check the FPS for the procedure.

You must complete this course prior to submitting your request for Finance System Including Procurement training. The course is self-paced and offers important information that you can use to help ensure the proper stewardship of university resources.

Gift Fund Management Training—Online Training

Both courses are available through SkillPort via the myCUinfo portal: CU Resources > Training > Start SkillSoft > Catalog > University of Colorado Courses > Budget and Finance.

OCG Trainings  See the latest schedule

The Office of Contracts and Grants (with SPA) offers trainings, presentations, receptions, and brown-bag lunches on topics of interest to researchers, faculty, and departmental administrators who have sponsored project management responsibilities. Contact Chandra.Tjandrasa@colorado.edu, 492-6224 for more information. OCG also has several presentations used in trainings available online.

Procurement (CU Marketplace & Concur Travel & Expense)—Online and Classroom

In-person Procurement training comprises two sessions: CU Marketplace Requester in the morning, and Concur Travel & Expense System in the afternoon. The Concur session focuses on travel, including policies, procedures, booking travel, and expense report creation. (The expense report creation piece, which lasts about half of the class, also pertains to Procurement Card expense reports.) You can attend one or both sessions.

Procurement training is presented by Finance & Procurement Business Services on behalf of the Procurement Service Center (PSC). Training requirements depend on the Marketplace role as summarized in the following table.

Procurement Training Schedule:

Questions about the training itself should be directed to Heather.Hoyer@cu.edu

To register, email ABSTraining@colorado.edu and include your name, training date, & courses.

Property Management—Classroom Training

Hands-on, interactive training for new or experienced employees covers all phases of departmental property management. Completion of all three sessions will lead to a Departmental Property Manager certification if completed within two years. Training and certification is sponsored by ABS, OCG, and Property Services. Please register by email: ABSTraining@colorado.edu. Click here for the whole story. contact Greg Roers, 492-6376 if you have further questions. Class size limited to 28. Offered once a year.

*All sessions take place in the Marine Street Science Center (RL6), Room W179, 3215 Marine Street

PSLite—Group, Classroom Training

Register by email to ABSTraining@colorado.edu.

Download PSLite from the ABS homepage and follow the instructions on the left under Reports. Some systems may block the downloaded file. Simply right-click on the PSLite icon on your desktop (or the file in your Windows Explorer), go to Properties, and check the "UNBLOCK" box at the bottom of the page. Or you can add http://abs.colorado.edu to your list of trusted sites in Internet Explorer and it won't bother you again. In your IE menu, go to Tools, Internet Options, Security, Trusted sites and add the URL. Questions about PSLite? Contact, Diane.Przygocki@colorado.edu, 303-492-7213.

You need CIW access to use PSLite — To get access to the CIW, please complete the Central Information Warehouse Access Request Form on the UIS web. If you already have CIW access but forgot your password, call 303-492-9457 and select option 1 to get your password reset or if you have questions about your CIW account.

For additional PSLite help consult PSLite Tips, Tricks, & Troubleshooting.

SkillSoft

SkillSoft offers CU employees and affiliates (POI’s) an array of online learning opportunities. CU courses available through SkillSoft cover areas such as budget and finance, supervision, discrimination and harassment, information security, environmental health and safety, HIPAA, procurement and HRMS. CU employees and sponsored POI affiliates also have access to more than 6,800 courses and Books 24x7. This online library features the unabridged contents of the latest and best business and technology books

Access to SkillSoft is through the myCUinfo portal > CU Resources tab > Training menu > Start SkillSoft > Catalog menu > University of Colorado Courses folder. If you have additional questions, please contact Employee Learning and Development, system_training@cu.edu, 303-860-5725 or visit their website.

 

Step-by-Step Guides—Online

Step-by-step guides available from several sources, including:

• ePERS

• Finance System (PeopleSoft)

• Fiscal Certification

• Human Resource Management System (HRMS)

• Procurement in the Finance System

• Procurement Card

• Reporting System (Cognos)

Welcome to CU—Online Tutorial

New employee two-page overview of the university financial environment. An online tutorial is available for new employees but is useful for all. Covers essentials of the university financial environment that every employee should know. Go there.

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