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Accounting and Business Support |
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ABS Training and Education OfferingsThe 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 Blackboard training courses.
How to check what formal trainings you have taken: There are two ways to check. #1– In HR Production or Reporting navigate to: Reports and Reviews > Training > Student Training History. #2– Log on to the myCU portal and select the MY.TRAININGS tab.
Training List
Training Locations and Parking Information
Trainings listed in alphabetical order:
Accounting 101—Classroom Training
Course Overview For the inexperienced administrative staff with little accounting knowledge. Plan on attending all four days. Instructor: Laura Ragin. Dates, Location and Registration: Not currently scheduled. To be placed on a notification list when a new class is offered, send an email to ABSTraining@colorado.edu.
Departmental Financial Management—Individual & Departmental Training Accounting & Business Support staff are available to assist you with a wide variety of topics on departmental financial management. These include:
Please contact your area accountant to schedule an appointment for individual assistance. For sponsored projects, please contact your grant accountant.
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
When: 9:00–12:00 Thursdays on the dates listed below. To Register: Registration is required. Send an email to ABSTraining@colorado.edu to sign up.
Videos: Videos of an old Guide presentation are also available. Contact Isabel.Dunn@colorado.edu.
If you would like to schedule ePERS (electronic Personnel Effort Reporting System) training for your department, staff, faculty, researchers, or project team, contact Pat Dodson: 492-2620, Patricia.Dodson@colorado.edu. For more ePER instructional material, see ePER Topics in our A-Z Index.
Finance System including Procurement—Online and Classroom Training ABS, in cooperation with the Procurement Service Center, offers both classroom and online training designed to provide basic information for accessing and using the Finance System. The classroom training runs for two days and allows time for both hands-on application and individual assistance. The online training is a self-paced series of courses whose topics include Finance System navigation, ChartFields, reporting, actual journal entries, vendor information, department purchase orders, PO requisitions, and SPO requisitions, purchasing, and contract management. If you are a new user of the Finance System, please refer to the Training and Access Requirements webpage to determine what training is required for your level of access. All users must pass the Fiscal Code of Ethics training before applying to take this Finance System training. Current Finance System user who would like a refresher course on the above-mentioned topics are always welcome and encouraged to attend. Please register in advance, for either the classroom or the online training, by sending an email to ABSTraining@colorado.edu. The classroom training is an instructor-led and runs for two days and allows ample time for hands-on application and individual assistance. The first day addresses the finance basics of the general ledger, followed by a second day covering the procurement functions of purchasing and accounts payable. Training on the general ledger and procurement processes is required to secure authorized access to these Finance System production systems. The general ledger training is a pre-requisite for the purchasing and accounts payable training. Course syllabus: Day 1: Morning: The Finance System and the university's Chart of Accounts structure.
8:30-4:30 Log onto the Finance System; Navigate through the Finance System pages; Do actual
Day
2: Purchasing and Accounts Payable. Taught
by the Procurement Service Center (PSC). 2008 Dates for the Financial and Procurement training
*The second date of each month is the procurement portion of the course. Read and comply with the Finance System Training and Access instructions prior to class. Both new users of the Finance System, as well as current users who want to take the training as a refresher, must register in advance for the classroom training by email to ABSTraining@colorado.edu. Additional Training and Access Information
Fiscal Code of Ethics Training—Online Training In order to help fulfill the intent of the Fiscal Code of Ethics Administrative Policy Statement, this online Blackboard training was developed. You must complete the training if:
Also, 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. Use these instructions to access this course. If you have any problems accessing the online course, if you can't sign on, or if you are a brand new employee and don't have an account yet, or the course is not listed on the Blackboard website, call the Blackboard Helpline at 303-556-6505. Have your employee ID number when you call.
Fiscal Responsibility for All—Online Training This training was originally developed for fiscal managers who are required to complete the Fiscal Certification process. But because the training is of value to many other university employees who possess a variety of fiscal roles, it was made available on a voluntary basis on the OUC website.
Gift Fund Management Training—Online Training Training via the Web for new university employees to understand gift fund management processes and their related individual fiscal roles and responsibilities to ensure that expenditures are consistent with donor wishes. All individuals assigned a fiscal role on gift FOPPS are required to take the training. This includes Fiscal Principals, Fiscal Managers, and Fiscal Staff. Online training is available through the Office of University Controller (OUC) website https://www.cusys.edu/controller/ouc_training_courses.html. Click on "Gift Fund Management." The last slide in the presentation offers an "Assessment and Acknowledgment" link in order to complete the training certification process.
How to Inventory Equipment—Individual Training Individual instruction on this aspect of the Property Accounting System (PAS) is offered by appointment. Call Jeanne Connely at x22424 to arrange a time. Specific topics covered during the training may include any or all of the following:
New Property Acquisition—Individual Training Individual instruction on this aspect of the Property Accounting system (PAS) is offered by appointment. Call Susan Wyn at x28030 to arrange a time. Specific topics may include any or all of the following:
The Office of Contracts and Grants offers trainings, presentations, and brown-bag lunches on topics of interest to researchers, faculty, and departmental administrators who possess project management responsibilities. For a schedule, contact Chandra.Tjandrasa@colorado.edu, 492-6224. OCG also has several PowerPoint presentations used in trainings available on their website plus one on Compliance Issues.
Payroll Expense Transfers (PET)—Step-by-step Training There are currently no classroom or online trainings available for Payroll Expense Transfers. However, Payroll and Benefit Services has produced several Step by Step guides on PET, PETC, & PETR.
PS Lite—Group, Classroom Training Can't put your finger on the financial information you need? Want an alternative to the Finance System reports? PSLite (think PeopleSoft Lite) is a user-friendly Microsoft Access application that uses the Central Information Warehouse (CIW) to provide tons of reports and lots of different ways to access financial data (exportable to Excel). It's fast and easy—don't worry—you don't need to be an Access expert, and you don't need to know how to build queries. Most of the work has been done for you! You will need a CIW ID and password which are available at http://www.cusys.edu/irm. Whether you are new to the campus, or just need a refresher, sign up today! Mac users note—PSLite is a Microsoft Access application, requiring either the new Intel chip Macs with Windows installed, or Virtual PC. Upcoming Classes:
Training is held at University Information Systems (UIS) training room, 4780 Pearl East Circle. Registration is required. Send an 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.
Reading and Understanding Monthly Financial Statements—Group, Classroom Training Do you have questions about your monthly statements?
Help is at hand. Accounting & Business Support has set up a workshop to review the Financial Reporting System statements that are delivered to the portal each month:
We will review how to access the portal and 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. Feel free to bring your statements, and we will do our best to answer your questions. Here is a very general schedule that you can use as a guide:
You do not need an IdentiKey for these classes. Please pre-register to ABSTraining@colorado.edu.
Statement Reading 2008 Class Schedule:
Sponsored Projects Accounting—Individual Training Individual instruction on Sponsored Projects Accounting is offered by appointment by contacting James Lei at 5-6435. This assistance can answer your questions on a variety of topics associated with post award administration such as:
Step-by-step guides available from several sources, including:
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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