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[ Documentation
]
To quickly go to the Financial
Training Department documentation, click on one the following:
BEN
Financials
BEN Assets
BEN Balances - General
Ledger
BEN Buys - Purchasing
BEN Pays - Accounts
Payable Imaging
BEN Reports
PennWorks
Payroll/Personnel
PennWorks
Additional Pay
Salary Increase Program
Other
BEN Deposits
Operating Gifts &
Endowments
Purchasing Card
/ PaymentNet
Additional resource information:
University
of Pennsylvania Financial Policy Manual
University of Pennsylvania
Human Resources Policy Manual
University
of Pennsylvania Payroll Policies
Guide
to Graduate Student and Post-Doctoral Appointments
 BEN
Assets User Guide (PDF)
Mar 1, 2012
 Mass
Changes QRG (PDF)
Oct 24, 2008
Chart
of Accounts (PDF)
Mar 1, 2012
Navigation
User Guide (PDF)
Mar 1, 2012
 Navigation
Quick Reference Guide(QRG) (PDF)
General
Ledger Inquiry User Guide (PDF)
Oct 24, 2008
Rev/Exp
Inquiry QRG (PDF)
View
Funds Available QRG (PDF)
General
Ledger Reporting User Guide (PDF)
Mar 1, 2012
Journal
Inquiry/Reporting QRG (PDF)
Manual
Journal Entry User Guide (PDF)
Mar 1, 2012
Manual
Journal Entry QRG (PDF)
Grant
& Contract Cost Transfers Knowledge Building (PDF)
Sep 8, 2010
Grant
& Contract Cost Transfers Application Trainng (PDF)
Sep 8, 2010
Budget
Entry (Secured) User Guide (PDF)
Mar 1, 2012
Budget
Entry (Secured) QRG (PDF)
Freeze
Grant User Guide (PDF)
Mar 1, 2012
Freeze
Grant QRG (PDF)
Navigation
User Guide (PDF)
Mar 1, 2012
Navigation
Quick Reference Guide(QRG) (PDF)
Requisitioner
User Guide (PDF)
Mar 1, 2012
Entering
a Req for Equipment (QRG) (PDF)
Oct 24, 2008
Supplier
Inquiry (QRG) (PDF)
Oct 27, 2011
Enhanced
Penn Marketplace Guide and Video Training Snippets
Product
Searches
Using
Quick Order
Browse
by Supplier
Browse
by Category
Supplier
Showcase
Shopping
from Punchouts
Entering
Non-Catalog Items
Product
Comparison
Favorites
Purchase
Order Manager User Guide (PDF)
Mar 1, 2012
Invoice
Inquiry User Guide (PDF
) Mar 1, 2012
BEN
Pays Invoice Imaging User Guide (PDF)
Mar 1, 2012
BEN Pays Imaging QRG (PDF)
Dec 02, 2010
BEN
Reports Presentation (PDF)
March 31, 2002
BEN Reports QRG (PDF)
Dec 8, 2004
BEN Reports Frequently Asked Questions (PDF)
GRAM
Frequently Asked Questions (PDF)
GRAM
Definition of Terms (PDF)
Payroll/Personnel
HR/Payroll/PennWorks
User Guide
Section
1 - Overview (PDF)
Nov 2, 2009
Section
2 - PennWorks (PDF)
Nov 2, 2009
Section
3 - Time Reporting (PDF)
Apr 10, 2006
Section
4 - Salary Management (PDF)
Apr 10, 2006
Logon
to UMIS (PDF)
Oct 27, 2011
Non-Resident
Alien Flowchart (PDF)
Feb 22, 2012
PennWorks
Transition Training
1
of 3 (PDF)(PPS)
Oct 12, 2009
2
of 3 (PDF)(PPS)
Oct 12, 2009
3
of 3 (PDF)(PPS)
Oct 12, 2009
Faculty
Compenstion
1
of 2 (PDF)(PPS)
Oct 12, 2009
2
of 2 (PDF)(PPS)
Oct 12, 2009
PennWorks
Glossary (PDF)
May 7, 2010
Setting
Up & Maintaining Faculty Records (incl CPUP)(PDF)
Oct 12, 2009
CPUP/CHOPPA
QRG (PDF)
Oct 27, 2012
PennWorks
- How To...
Logon
and Navigate (PPS)
Nov 2, 2009
Find
a Person (PPS)
Nov 2, 2009
Browse
(PPS)
Nov 2, 2009
Add
a Person (PPS)
Nov 2, 2009
Add
a Role (PPS)
Nov 2, 2009
Update
Bio Info (PPS)
Nov 2, 2009
Home
ORG Transfer (PPS)
Nov 2, 2009
Leave
of Absence (PPS)
Nov 2, 2009
Terminate
(PPS)
Nov 2, 2009
View
Role Details (PPS)
Nov 2, 2009
Promotion/Demotion
(PPS)
Nov 2, 2009
Reappointment
(PPS)
Nov 2, 2009
Reclassification
(PPS)
Nov 2, 2009
Role
ORG Transfer (PPS)
Nov 2, 2009
Role
Update (PPS)
Nov 2, 2009
Salary
Increase/Decrease (PPS)
Nov 2, 2009
Add/Update
Distributions (PPS)
Nov 2, 2009
Add/Update
External Distributions (PPS)
Nov 2, 2009
Rehire
(PPS)
Nov 2, 2009
Additional
Pay - How To...
Review
Documentation (PPS)
Feb 22, 2011
Prepare
for Entry (PPS)
Feb 22, 2011
Create
Individual Request (PPS)
Feb 22, 2011
Create
Group Request (PPS)
Feb 22, 2011
Retract
(PPS)
Feb 22, 2011
Approve
(PPS)
Feb 22, 201
Find
(PPS)
Feb 22, 2011
Copy
Existing Request (PPS)
Feb 22, 2011
View
Routing History (PPS)
Feb 22, 2011
Salary
Increase Program - How To...
Role
Export Function (PDF)
Apr 2, 2010
Faculty
Comp Export Function (PDF)
Apr 2, 2010
Role
Rapid Entry Function (PDF)
Apr 18, 2011
Faculty
Comp Rapid Entry Function (PDF)
May 7, 2010
Modeling
Modeling
Overview (PDF)
Apr 18, 2011
Modeling
QRG (PDF)
Apr 25, 2012
Create
a Pool (PPS)
Apr 18, 2011
Review
Pool (PPS)
Apr 18, 2011
Model
Salary (PPS)
Apr 18, 2011
Approve
Pool (PPS)
Apr 18, 2011
Reject
Pool (PPS)
Apr 18, 2011
Query
(PPS) Apr
18, 2011
Role
Reassignment (PPS)
Apr 18, 2011
Exclude
from Modeling (PPS)
Apr 18, 2011
Update
Pool (PPS)
Apr 18, 2011
Delete
Pool (PPS)
Apr 18, 2011
BEN
Deposits User Guide (PDF)
Jan 8, 2009
Operating
Gifts & Endowments
Gifts
(PDF)
Jun 17, 2010
Endowments
(PDF)
Jun 17, 2010
Reporting
(PDF)
Jun 17, 2010
Purchasing
Card / PaymentNet
Policies
and Procedures (PDF)
Jun 7, 2007
PaymentNet
Quick Reference Guide (PDF)
Jun 13, 2007
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