Training on various processes in the Finance and Budget modules of PeopleSoft begins next week. The first training sessions will focus on navigation, entering of purchase requisitions and receiving items. Each class will begin with a navigation session to familiarize attendees with the different aspects of PeopleSoft; from logging onto the system to the multiple search options and establishing shortcuts to streamline processing time. Training exercises will be “hands on”, allowing participants to practice entering requisitions, become familiar with the budget checking process and understand the workflow approval process within the system.
Over the next several months, the following topics will be offered to members of the Chapman Community that are involved in these processes:
· Requisition Entry/Workflow Approvals/Receiving
· Journal Entries/Journal Transfers
· Accounts Payable – Vouchers/Payments
· Purchasing – Creating Purchase Orders
· Commitment Accounting – Budget Transfers/Budget Uploads
· General Ledger
· Travel and Expense – P-cards
Invitations to the initial training sessions for Purchase Requisitions will be sent in early April. Sessions are scheduled for three hours, with both morning and afternoon time slots available. Participants will be able to register for a date/time that will best fit their schedule. The sessions are limited to 20 participants to ensure all attendees have computer access. Most sessions will be held in Beckman BK201. Once you receive your invitation, don’t delay registering! There will be a wait list available in case your ideal date/time is unavailable. We will be offering sessions throughout the summer and fall as needed.
Individuals, whose primary responsibility in the purchase requisition process is approving expenditures, will be invited to the comprehensive training. Resource materials for navigating the workflow and approval processes will be available for those unable to attend the training.
In addition to the Finance training, the second phase of the Human Resources (HCM) modules are moving forward according to schedule. The Commitment Accounting functions of Finance are also key to several processes in HCM and this functionality will complete the budget and payroll cycles. The Time and Labor module will allow employees to report their time in PeopleSoft. Managers and supervisors will be able to approve reported time online which will further streamline the payroll process. These modules are expected to “go live” in conjunction with the June 2014 “go live” of the Finance and Budget modules. Training will occur for the Time and Labor processes as we get closer to the “go live” date.Throughout the PIP we will keep you updated on our progress in “This Week at CU”. Each article will feature a different element of the project and discuss how it will impact the Chapman community.
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