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Recommended Fiscal Trainings

Overview

For classes where both in-person and online are offered, we highly recommend that you take the in-person version.  The in-person training class offers the opportunity for interaction, questions, and additional discussions that are not possible online.

To register for a class, click on the “in-person” or “online” underneath the course name.

Please note, although this is a list of recommended training for fiscal staff, ultimately the training will depend on your role and should be discussed with your supervisor prior to attending classes or requesting associated security roles.

All Fiscal Staff

GBS111 – Welcome to UF and Getting Your Security Roles

Online

This course introduces resources on campus and tips for getting your security roles. Participants will learn about the core offices, how to find your DSA, and where to go for additional training.

PRO302 – The Color of Money: A Guide to How Moneys May be Spent at UF

In-person and Online

This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Participants will learn about “allowable expenditures” for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions.

PRO304 – Basic Accounting Concepts

In-person and Online

This course will enable you to develop a basic understanding of the accounting structure, system, and concepts used to manage the financial transactions and flow of money at the university.

GBS112 – How Budgeting Works at UF

Online

This course introduces how budgeting works at UF. Participants will learn about the budgeting model, budget terminology, and the budget timeline, as well as examples from myUFL.

PRO303 – Internal Controls at UF

In-person

Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.

PRO338 – Fraud Awareness Training

In-person

Fraud Awareness is a brand-new course intended for anyone with tier 1 or 2 fiscal responsibility.  The course will define fraud, discuss the different types, and talk about why people commit fraud.  This highly interactive course also covers the types of fraud that occur most frequently at UF and outlines strategies for preventing, detecting, and reporting fraud.  Participants will have the opportunity to review and discuss specific case studies during the class.

PRO305 – Procurement Policy – Procurement 101

In-person

Procurement 101 is an introduction and overview of the policies, regulations, and statutes that govern procurement at the University. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations, and tips for working with the UF Purchasing Department.

PRO306 – UF Travel Directives Workshop

In-person

Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a “how to” workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question…”What is allowed to be claimed in accordance with the UF Travel Directives?”

PRO335 – Disbursements Directives 101

Online

Processing disbursements at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives who perform accounts payable duties.

PST501 – Property 101

Online

This course is designed to provide all UF employees with basic knowledge of how to identify and responsibly manage capital assets and attractive property at the University of Florida. After completing this course, participants will be able to:

  • Explain the differences between assets and property
  • Identify the different decals UF uses to identify and track department assets and attractive items
  • Summarize the responsibilities different individuals/groups have for managing and tracking property
  • Explain the importance of identifying and tracking property
  • Outline procedures for managing and tracking property
  • Determine what surplus property is, locate and use the UF Surplus Warehouse, and describe how users are authorized
  • List some resources they can access for assistance with property management

PST950 – Budget and Commitment Control

Online

This interactive session covers UF’s approach to budgeting in myUFL.  Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.

ERA050 – Introduction to Enterprise Analytics

Online

Learn the basics of using the Enterprise Analytics platform including navigation of the interface, opening a report, changing the homepage, and scheduling a report.  This course also introduces dashboarding and interacting with your data through sorting and filtering techniques.

ERA100 – Enterprise Reporting: Dashboards

Online

Enterprise Analytics introduces users to the reporting dashboard through videos and interactive tutorials using IBM Cognos Analytics.  Topics include an overview of the new analytics toolset; how to create, modify, and save a customized dashboard; and setting your dashboard as a home page.

Tier 1 Fiscal Employees

Trainings for Tier 1 and Tier 2 will vary based on your role in the department.

PST130 – Reconciliation for Tier 1

Online

In this class, we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.

PST073 – Introduction to Procurement in myUF Marketplace

Online

This course introduces the myUF Marketplace to employees designated as Requestors.

PST083 – myUF Marketplace

Online

This online course provides information about the myUF Marketplace system.  The myUF Marketplace will provide a user-friendly, streamlined way for departments to purchase and pay for goods and services. The Marketplace is a combination of myUF Market and myUF Payment Solutions.  The adoption of the Marketplace represents UF’s ongoing commitment to initiatives that strategically reduce costs without sacrificing quality.  Security roles associated with PST083: UF_N_MKT_FINANCIAL_APPROVER UF_N_MKT_REQUESTOR.

ADV006 – Fund Administrator Training

Online

Essential online training outlining the policies and procedures for Fund Administrators across the University of Florida.  This training is required for all myUF Marketplace users as a result of the elimination of the UFF-PA form.

PST956 – Online Journal Entry

Online

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking, and posting.  This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles.

PST021 – Making Deposits in myUFL

Online

Designed for employees who must deposit revenue without tracking customer information, this certified hands-on class will cover:

  • Direct Journal Deposits
  • How to Edit/Correct Mistakes
  • How to enter Credit Card and EFT Deposits
  • How to record a deposit and create the accounting entry in the myUFL system.

PST120 – Asset Management: Purchasing and Acquisition of Assets

Online

This hands-on session is for individuals who create requisitions and receive assets for their department.  Completion of PST073 Introduction to Procurement is strongly recommended prior to attending this course.

PST502 – myAssets

Online

In this course, participants will complete an overview of the myAssets property system, designed for departmental property custodians and contacts to control their department inventory.  The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup.  The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL.

PST930 – Travel and Expense

Online

Designed for those who will be creating transactions, this interactive workshop introduces the upgrade features of Travel and Expense in myUFL.  Along with a brief review of upgrade related procedures, participants will review:

  • Completing transactions in: Travel Authorizations
  • Completing transactions in: Cash Advances
  • Setting up User Preferences
  • Security role requirements

TRM125 – Payment Card Security Awareness Training

Online

Protecting our customers’ credit and debit card information is a priority at the University of Florida.  This course covers the policies, procedures, and security measures – including the Payment Card Industry Data Security Standard (PCI DSS) – that are required of UF merchants to ensure cardholder data is kept secure and security breaches are avoided.  This course requires approximately 40 minutes to complete.

TRM200 – Explaining UF Cash/Check Controls

Online

This interactive session is designed for those who handle, manage and/or deposit cash/checks at UF, and covers UF’s cash/check handling control requirements, including why these controls are so important. This course is required on an annual basis to obtain/retain the UF_AR_CASHIER role and is strongly encouraged for all other workforce members (employees, students or volunteers) who accept, record, reconcile, or review incoming receipts.  The course should take approximately 20 minutes to complete.

PST915 – Time and Labor

Online

Required for payroll processors and department administrators to obtain the UF_TL_DEPT_PROCESSOR role and recommended for all UF supervisors and managers, this interactive session reviews leave policy and practices.  Other topics include time-worked rules, reporting time in myUFL, using Time and Labor tools, managing exceptions, and approving time.

PST957 – Spreadsheet Journal Import

Online

In this course, participants will learn the journal entry process for departments that have large journal entries of six lines or more—including downloading and preparing the template; preparing and importing the Spreadsheet Journal into myUFL; and completing journal edits, budget checks, and posting.

PST971 – Paying Vendors

Online – Effective March 1, 2014, this course is for DSOs only.

In this interactive course, you will learn how to process a voucher, gain voucher approval, obtain payment, sign up for exceptions notifications and identify budget errors.  You will also learn how to complete an Encumbered Voucher, Unencumbered Voucher (Payment Authorization), and Expense to Expense Voucher (Inter-Departmental Expense Refund).  This is a follow-up session to “Intro to Purchasing in myUF Market.”  This workshop is required for the UF_AP_VOUCHER_PROCESSOR role.  Employees in UFLOR who are responsible for reviewing or approving invoices for payment should complete PST967 myUF Payment Solutions for Reviewers or PST970 myUF Payment Solutions for Approvers.

PST975 – What Every PCard Holder Needs to Know

Online

This course covers key PCard Policies and procedures for carrying and using a UF purchasing card, identifying ways of protecting your PCard, procedures for lost or stolen PCards, and cardholder’s transfer or termination.  Learn about purchase limits, precautions for card use on the Internet, receipt requirements, what constitutes misuse, and how PCards are paid and charges processed.  The class also discusses steps to resolve purchase disputes as well as PCard voucher reports.  Learn how to refer to the PCard Index, the UF Directives and Procedures, and the Florida Statutes for guidance in compliance to PCard policies.

PST076 – PCard for Travel

Online

This content covers key PCard Policies and procedures for carrying and using this type of UF purchasing card, such as policy for hotels, rental cars, airfare, gasoline, conference registrations and travel-related purchases. Learn how to refer to the PCard Index, UF Directives and Procedures for Travel, and the Florida Statutes for Per Diem and Travel Expenses, to help you remain in compliance with rules for using a UF PCard for Travel.

PST077 – PCard for Commodities

Online

This course covers which expenses are allowable and non-allowable on the PCard and how to identify fund-conditional purchases.  It also discusses being careful about conflict of interest and obtaining pre-approval with EH&S for controlled items, the steps needed upon receipt of your purchased items, and how to refer to the PCard Index and the UF Directives and Procedures to help you remain in compliance with rules for using a UF PCard.

PST978 – PCard for Approvers/Reconcilers

Online

This course covers the PCard Team’s purpose and support for the verifier/approver.  Learn the responsibilities of the departmental verifier/approver and the steps for verifying/approving PCard transactions in myUFL.  The course discusses what constitutes PCard misuse for both cardholder and verifiers/approvers, and what constitutes fraud.  Learn how to audit purchases to ensure compliance with UF PCard Policy, and learn the steps for maintaining PCard supporting documentation for vouchers and using the PCard Paid Charges Aging Report.  Understand how to refer to helpful resources such as the PCard Index and the UF Directives and Procedures for guidance in compliance with PCard policies as well as getting instructional support from the myUFL Toolkits.

Tier 2 Fiscal Employees

Trainings for Tier 1 and Tier 2 will vary based on your role in the department.

ERA250 – Enterprise Analytics – Reporting

Online

Enterprise Analytics introduces users to ways to create, enhance, customize, and manage reports and charts using Cognos Analytics – Reporting. Users will view demonstrations and work through scenarios that illustrate key introductory concepts while exploring the basics of the Reporting tool.

PST916 – Time and Labor Approvers

Online

This required online course is designed for UF employees in supervisory roles (managers, deans, directors, department heads, VPs, etc.) responsible for approving time and leave and to obtain the UF_TL_DEPT_APPROVER role.  This brief, 20-minute course covers the policies and procedures for accurately approving employee time and leave requests.

PST952 – Budget Transfer Processing

Online

Learn how to transfer budget monies using either budget transfer or upload budget transfer processes.

PST954 – UF Hyperion Budgeting

Online

This course will cover the steps UF budget personnel must complete within the new UF Hyperion Budgeting application to manage budget planning and submission for each fiscal year.  It includes coverage of the budget cycle, how to manage Budget Preparation and All Funds Budgets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View. This course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role.

PST985 – Commitment Accounting Basics (Part 1 of 2 Part Series)

Online

In this session, participants will review how to complete Department Budget Table transactions.  Designed for departmental staff responsible for their department’s employee labor charges and cost reallocations.  This workshop covers the following basic Commitment Accounting concepts and actions involving Department Budget Tables USA:

  • Commitment Accounting Workflow
  • Job Data and Department Budget Tables
  • Entering a New Hire Commitment Accounting action and updating Department Budget Tables
  • Additional Pay, CAS Exemptions and College Work Study
  • Simple Retros
  • Missing Distribution Lists

This workshop is required to obtain the temporary UF_KA_DEPT_BUDGETING_TRAINEE security role.  This role will allow access to complete all needed Commitment Accounting actions.  This role will expire 90 days after receipt.  To continue processing Commitment Accounting actions, complete PST986 Commitment Accounting Advanced prior to the 90-day expiration.

PST986 – Commitment Accounting Advanced (Part 2 of 2 Part Series)

Online

In this session, participants will learn more advanced Commitment Accounting concepts and actions involving Department Budget Tables USA such as:

  • More advanced Retros
  • Cross College Distributions
  • Correcting and Editing Additional Pays
  • Future Edits
  • Enterprise System Reports & HRMS Queries

This workshop is required to obtain the permanent UF_KA_DEPT_BUDGETING_ADMIN security role.  This role will allow access to complete all needed Commitment Accounting actions.  PST986 Commitment Accounting Advanced must be completed within 90 days of obtaining the UF_KA_DEPT_BUDGETING_TRAINEE role.

PRO320 – UF Leave Policy

In-Person

Designed for payroll processors, department administrators, and supervisors, this session provides an in-depth review of UF leave policy and facilitates a better understanding or FMLA and extended leaves of absence.  For anyone who interacts with the myUFL Time and Labor module and/or manages time-worked and leave, this session is for you! Leave Policy is part of the Pro3 HR/Payroll track.

PRO315 – Advanced Topics in Payroll and Leave

In-Person

This session reviews and discusses the University’s pay cycle and payroll calendar alongside various payroll/leave tools such as paylists, review paycheck and leave balances, and Payable Time Detail. Time reporting codes (TRCs) and earnings codes, adjustments, wage refund calculation requests, and leave processes/issues will be reviewed.

For comprehensive Sponsored Projects training visit: https://learn-and-grow.hr.ufl.edu/toolkits-resource-center/sponsored-programs/

RSH200 – Effort Reporting

Online

This session provides a comprehensive overview of Effort Reporting and its related business processes.  It also provides step-by-step guidance for using the online FAR and managing sponsored research commitments.  RSH200 Effort Reporting is now included as part of the third track (Academic Department Support) of the Pro3Series.

RSH220 – Effort Fundamentals

Online

This interactive session discusses the most essential concepts related to effort, including Total University Effort, committed effort, and cost sharing.  It also covers the activities that are allowable and unallowable on sponsored projects.

RSH230 – Effort Management

Online

This session discusses the importance of managing effort throughout the sponsored research lifecycle – from proposing effort to managing commitments to certifying effort.

Last Reviewed

2/10/2020: updated reporting classes for Enterprise Analytics

Contacts

University Controller’s Office: (352) 392-1321