This itinerary below lists the agenda for each day of PeopleSoft Financial and Procurement training.

<< To view dates or register for an upcoming class, go back to the PS Training Home Page >>

Please have your Operator ID security access request paperwork completed, and sent to Jane King in the UCCS Accounting office (campus box MH1) at least one week prior to attending the training session you select. Click your browser’s Back button and open the link labeled "Getting Started in the CU Financial & Procurement System" to find instructions for setting up your Operator ID. The level of access selected by you and your department for your Operator ID will determine which training sessions you will be required to attend below. Access to the Financial and Procurement database will not be given until you have completed ALL training.

Day 1: Presented by Jane King of UCCS Division of Resource Management:

• Welcome
• PeopleSoft Financial System Structure
• Fund Accounting
• Chartfields (Speedtypes, FOPPs)
• Basic panel navigation and functions
• Journal entry input and approval
• Budget
• Generating financial statements on-line
• How to read financial statements/monthly reports
• Financial forms (cash receipts, INs, Bursar Office)
• Data Security/Fiscal Responsibilities
• Help resources
• Conclusion and questions

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Day 2: Presented by Heather Hoyer of the Procurement Service Center (PSC):

(Required for users requesting any Procurement access, i.e. enter and/or approve purchase orders, enter and/or approve requisitions, on-line receiving, and standing purchase order on-line approval)

Check out the PSC Website at http://www.cusys.edu/psc/.

• Web resources & forms
• How to buy items at CU
• Travel
• Vendor Inquiry
• Requisitions
• Purchase Orders
• Standing Purchase Orders
• Conclusion and questions

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* If you have previously attended training, but would like a refresher on any of the Finance and Procurement training, feel free to attend all or a portion of the above sessions. If you have any specific questions or problems with transactions you have tried, or trouble finding information you need, please bring those issues to class so we can use those examples to help improve our training classes. Refresher users need not complete the security request forms, but we do ask that you register as space is limited.

Contacts

For questions concerning PeopleSoft Financial/ Procurement Training contact:
Jane King, Financial Training Coordinator:
jking@uccs.edu
(719) 262-3310

For questions regarding PeopleSoft Human Resources (HR) Training contact:
(This is a separate process from gaining access to the Financial/Procurement System)
Valerie Bivens-Young, HR Operations Manager:
vbivens@uccs.edu
(719) 262-3307
...or go to the CU Payroll and Benefit Services training website at http://www.cu.edu/pbs/training/.