PeopleSoft Course Descriptions

Budget Information / Budget Adjustment Form (BAF)

  • Prerequisite:  None
  • Length of class:  3 hours

Course content:

The budget system stores permanent and temporary funding information for all positions in the current fiscal year. This training covers viewing the Position Information panels in PeopleSoft. These panels contain demographic information, funding and cash available for each position in a department. Budget adjustments are done to reallocate funds from one SpeedType to another or from one position to another. This BAF portion of the training is designed for those who will enter the Budget Adjustment Form requests into PeopleSoft.


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Business Procurement Card (BPC)

  • Prerequisite:  None
  • Length of class:  4 hours

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.


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Cost Sharing

  • Prerequisite:  Notification from Sponsored Programs Administration
  • Length of class:  3 hours

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.


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Financial Reports

  • Prerequisite: Requisitioning Fundamentals simulation OR Requisitioning and Receiving class
  • Length of class: 4 hours

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:

  • AM 90/91
  • AM 90/91 through the Document Imaging System
  • PO Detail Report
  • PTD (Project to date) Expense Report

The course covers the following inquiry panels:

  • Analyze Controlled Budgets
  • IDB Expense
  • IDB Revenue
  • IDB Entry Inquiry
  • Grant Inquiry
  • Overall Grant Summary
  • AP Transaction Details
  • Journal Entry Transactions

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Market Center Requisitioning

  • Prerequisite:  None
  • Length of class:  5.5 hours

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 the Market Center and PeopleSoft Financials system.

In addition to a review of the KUMC and Research Institute purchasing policies, the course will explain in detail how to utilize the Market Center to procure goods and 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.


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Travel

  • Prerequisite:  None
  • Length of class:  8 hours (two-day course)

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.


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Human Resources

  • Prerequisite:  None
  • Length of class:  75 minutes
  • Contact Tina VanRaden for training 8-5075 or tvanrade@kumc.edu 

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.


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Separation

  • Prerequisite:  Human Resources Training
  • Length of class:  20 minutes
  • Contact Tina VanRaden for training at ext. 8-5075 or tvanrade@kumc.edu 

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.


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Combo - Human Resources and Separation

  • Prerequisite:  None
  • Length of class:  95 minutes
  • Contact Tina VanRaden for training at ext. 8-5075 or tvanrade@kumc.edu 

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.

Last modified: Oct 31, 2014
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