The Office of Finance has a vast, easily-accessible training program that includes information relating to Commonwealth and University policies and procedures relevant to each of our business partners across campus as they oversee departmental budgets and complete daily financial requirements. The multi-faceted training program includes a virtual Certificate in University Financial Management continuing education program, hands-on Banner system video training courses, additional online video training resources, and other various training guides for both required and optional trainings offered by the Office of Finance.
±··¡°Â!ÌýWe have created a Microsoft Teams account available to anyone interested!ÌýIf you have questions about the Financial Services Division, comprised of the Office of Finance, Office of Budget & Financial Planning, or Procurement Services representatives and want real-time responses, please join ourÌý.
Please don't hesitate to reach out toÌýAmanda Dunlap, ¹ÏÉñÍø Office of Finance Communications & Training, with any training questions or concerns.
Training Program Overview
Our goal is to offer and empower our employees with the knowledge and skills they need to be good stewards of university funds. Our training programs are available both virtually and electronically, and one-on-one sessions may be offered as requested. We hope these resources will help guide you and answer questions you may have about various financial processes and procedures across ¹ÏÉñÍø. We encourage employees to always reach out to us with questions and to collaborate with peers across campus.
We have created aÌýNew Employee Fiscal Training Manual. This manual provides a basic overview of Finance and Financial Services at ¹ÏÉñÍø including common terms, forms, and resources, as well as recommended training for new fiscal staff based on financial responsibilities within each business service. ContactÌýAmanda DunlapÌýwith any questions.
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±··¡°Â!ÌýWe have created a Microsoft Teams account available to anyone interested!ÌýIf you have questions about the Financial Services Division, comprised of the Office of Finance, Office of Budget & Financial Planning, or Procurement Services representatives and want real-time responses, please join ourÌý.
- Banner Training is NOT required before obtaining a Banner Account, and video review does NOT grant automatic Banner Access!ÌýTo obtain Banner Access, follow theÌýonline MIDAS Account Request processÌýfound on theÌýITS Banner Access page.Ìý³Ûou may also .
- ³Û´Ç³ÜÌýdo notÌýneed to have a Banner account before reviewing the training, though it is highly recommended that you do so you may follow along with the training videos.
The ¹ÏÉñÍø Office of Finance has created a 4-part video series for Budget Unit Directors (BUDS) and BUD Delegates across campus. The purpose of these videos is to familiarize new and existing Department BUDS with their roles, responsiblilties, and provide an easily-accessible resource guide for managing departmental budgets throughout each fiscal year.
PROGRAM DETAILSÌý- There are four (4) videos available (What is a BUD?; Budget Process Overview; Budget Utilization, Management, & Basics; and Final Wrap-Up). Each video is available anytime online, and a list of resources referenced throughout each video is also available on our BUD Crash Course webpage.
The Certificate of University Financial Management Program (CUFM) is a virtula multi-section training certificate program which focuses on the business practices needed by ¹ÏÉñÍø budget units. It is a series of classes designed to familiarize the campus community with the different aspects of Financial Services, as well as both Commonwealth and University policy. Participants who complete all required courses and pass the exam are awarded aÌýCertificate in University Financial Management (CUFM). The intent of these classes is to ensure that employees have as much understanding of our complex system as possible, and employees may begin participating in the program any time during the year.
The Office of Finance provides monthly electronic budget reports through theÌýBanner ePrintÌýsoftware. ePrint allows users to print monthly financial reports as soon as they are available. All employees who monitor and report on budget information are grantedÌýautomaticÌýaccessÌýto Banner ePrint.
Cashiering TrainingÌýis required once every two years for anyone across campus who collects money/payments on behalf of ¹ÏÉñÍø. This video training should be reviewed once every two years andÌýAmanda DunlapÌýshould be notified upon completion. Find cashiering training course information.
PCI TrainingÌýreviews best practices and requirements set forth by major credit card companies in order to continue to accept credit card payments across campus, whether in person or online. Anyone across campus who accepts these types of payments must complete this training, offered via CampusGuard, once annually. Questions should be directed toÌý.Ìý
- Web Time Entry training guides and resource videosÌý- reviewing our Banner Web Time Entry system and includes details about timesheet entry and approvals.
- Hiring Student Employees? Visit ourÌýStudent Employment pageÌýfor required forms, student onboarding training resources, and contacts/details about working with these kinds of employees.
- Working with international employees or students and have tax questions? Visit ourÌýInternational Tax & Payments pageÌýfor details. TheÌýVISA & Immigration Service Advising OfficeÌýis also available to assist and answer any questions you may have about this process.
- Notice errors when reviewing your budget? Visit ourÌýResolving Budget Discrepancies pageÌýand review the processes for addressing these issues. Video and training guides may be found here too.
- Find recorded sessions of theÌýannual Fiscal Year End Refresher course.Ìý
- Find aÌý.
Employee Compensation Tools
¹ÏÉñÍø actively seeks to attract and retain an accomplished, diverse workforce supporting a multitude of programs engaging faculty, classified and hourly employees. Understand your compensation and access your account.