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.
狈贰奥!听We have created a Microsoft Teams account available to anyone interested!听If 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 our听.
Please don't hesitate to reach out to听Amanda Dunlap, 黑料正能量 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 黑料正能量. We encourage employees to always reach out to us with questions and to collaborate with peers across campus.
We have created a听New Employee Fiscal Training Manual. This manual provides a basic overview of Finance and Financial Services at 黑料正能量 including common terms, forms, and resources, as well as recommended training for new fiscal staff based on financial responsibilities within each business service. Contact听Amanda Dunlap听with any questions.
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狈贰奥!听We have created a Microsoft Teams account available to anyone interested!听If 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 our听.
- Banner Training is NOT required before obtaining a Banner Account, and video review does NOT grant automatic Banner Access!听To obtain Banner Access, follow the听online MIDAS Account Request process听found on the听ITS Banner Access page.听驰ou may also .
- 驰辞耻听do not听need 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 黑料正能量 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 DETAILS听- 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 黑料正能量 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 a听Certificate 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 the听Banner ePrint听software. ePrint allows users to print monthly financial reports as soon as they are available. All employees who monitor and report on budget information are granted听automatic听access听to Banner ePrint.
Cashiering Training听is required once every two years for anyone across campus who collects money/payments on behalf of 黑料正能量. This video training should be reviewed once every two years and听Amanda Dunlap听should be notified upon completion. Find cashiering training course information.
PCI Training听reviews 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 to听.听
- Web Time Entry training guides and resource videos听- reviewing our Banner Web Time Entry system and includes details about timesheet entry and approvals.
- Hiring Student Employees? Visit our听Student Employment page听for 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 our听International Tax & Payments page听for details. The听VISA & Immigration Service Advising Office听is also available to assist and answer any questions you may have about this process.
- Notice errors when reviewing your budget? Visit our听Resolving Budget Discrepancies page听and review the processes for addressing these issues. Video and training guides may be found here too.
- Find recorded sessions of the听annual Fiscal Year End Refresher course.听
- Find a听.
Employee Compensation Tools
黑料正能量 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.