 
Financial Training Department
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[ Description of Course Offerings ] Business at Penn Curriculum (2 Parts)Who Should Register: This web based course is intended for administrative and other support staff at the University who are responsible for the financial management of their area as well as those who need to gain an overview of Penn's financial systems/terminology and an understanding of the University's account numbering structure. Curriculum Prerequisite: None Access Form Requirements: None Curriculum Description: The Business at Penn Curriculum consists of two courses:
These two courses are described under their respective course names. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) Business at Penn Overview (Part 1 of 2)Prerequisite: None Access Form Requirements: None Course Description: Business at Penn includes information to provide an understanding of the following:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Chart of Accounts: Segments (Part 2 of 2)Prerequisite: Business at Penn Overview (Part 1 of 2) Access Form Requirements: None Course Description: Chart of Accounts: Segments includes information to provide an understanding of the following:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
BEN Buys - Requisition OnlyWho Should Register: This course is intended for administrative and support staff of the University who are responsible for purchasing goods and services only for their area as well as those who need to gain an understanding of and access to the University's procurement system. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: This training session is required to initiate on-line requests for goods and services through the Penn Marketplace. Users will learn:
Course Length: Four hours Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100.00 (Click here for Cancellation and No Show Policy)
BEN Buys - Purchase Order ManagerWho Should Register: University administrative and support staff who need to create, manage, or approve the purchase of goods and services. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: This training session is required to procure goods and services at the University through the Penn Marketplace, approve requisitions, and manage purchase orders. Users will learn:
Course Length: Five half days Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $500.00 (Click here for Cancellation and No Show Policy)
BEN Pays - Invoice InquiryWho Should Register: This course is intended for administrative and support staff of the University who only require access to BEN Financials for researching invoices, payments, and supplier information who do not require full BEN Buys-PO Manager access. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: Please note: The content of this course is included in the BEN Buys - PO Manager course. Invoice Inquiry is intended for individuals who do not require full BEN Buys - PO Manager access, but only need access to perform inquiries on payments and view invoices. Users will learn:
Course Length: One and one-half hour Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100.00 (Click here for Cancellation and No Show Policy)
Using the Chart of Accounts within Responsibility Center Management (RCM)Who Should Register: This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of the Chart of Accounts and how it relates to Responsibility Center Management (RCM). Prerequisite:
Access Form Requirements: None Course Description: This workshop will give participants the opportunity to explore the framework of the RCM and Penn’s financial data. Through facilitated discussions, participants will develop analytical thinking methods to enhance their ability to use financial data for management and reporting purposes. This course is a prerequisite for those who will be attending the BEN Balances – General Ledger Inquiry/Reporting class. Course Length: Three hours Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100 (Click here for Cancellation and No Show Policy)
BEN Balances - GL Inquiry and ReportingWho Should Register: This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's inquiry and reporting system. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: This workshop teaches participants the basic inquiry and reporting processes required to analyze and manage financial accounting activity at Penn. Users will learn:
Course Length: Eight hours over two half days Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $200.00 (Click here for Cancellation and No Show Policy)
BEN Balances - Manual Journal Entry (MJE)Who Should Register: This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's manual journal entry screens. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: In this training session users will learn:
Course Length: Four hours Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100.00 (Click here for Cancellation and No Show Policy)
BEN Balances Grant & Contract (G&C) Cost Transfers Curriculum (2 Parts)Who Should Register: This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers. Curriculum Prerequisite: Access Form Requirements: BEN Financials Access Request eForm Curriculum Description: The BEN Balances Grant & Contract Cost Transfers Curriculum consists of two courses: G&C Cost Transfers Knowledge Building and G&C Cost Transfers Application Training. These two courses are described below. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) BEN Balances - Journal Entry - G&C Cost Transfers Knowledge Building (Part 1 of 2)Who Should Register: This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers. Course Description: Knowledge Building includes an overview of the Journal Entry Grant and Contract Cost Transfer (Journal Entry - G&C Cost Transfers) responsibility, training requirement for user access, and information regarding the policies for performing cost transfers. Course Length: Self-paced Delivery Method: Web Based Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
BEN Balances - Journal Entry - G&C Cost Transfers Application Training (Part 2 of 2)Who Should Register: This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers. Course Description: Application training includes a demonstration of two new categories under the Journal Entry - G&C Cost Transfers responsibility, 15 G&C UN90 and 16 G&C OV90, which are to be used for processing all journal entries for sponsored project cost transfers. Course Length: Self-paced Delivery Method: Web Based Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
BEN Balances - Budget Journal Entry (BJE)Who Should Register: This course is intended for administrative and support staff of the University who are responsible for entering budget journals in BEN Financials. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: In this training session users will learn:
Course Length: Three hours Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100.00 (Click here for Cancellation and No Show Policy)
BEN Balances - Freeze Grant (FG)Who Should Register: This course is intended for administrative and support staff of the University who are responsible for freezing, and in some cases unfreezing, grants during the grant's adjustment period. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course Description: This session is for end users with job responsibilities relating to grants and contracts, who would like the ability to freeze and/or unfreeze grants. Users will learn:
Course Length: One hour Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $100.00 (Click here for Cancellation and No Show Policy)
BEN Assets Knowledge Building (Part 1 of 2)Who Should Register: BEN Assets Knowledge Building is a web based course intended for individuals identified by their Senior Business Officer as the Senior Asset Administrator or the Asset Administrator and require access to the BEN Asset System. Prerequisite: None Access Form Requirements: BEN Financials Access Request eForm Course
Description: Knowledge Building includes an overview of the
BEN Asset policies and procedures as well as a review of the roles
and responsibilities of the Property Management Group, Senior Asset
Administrator, Asset Administrator, Custodian ,Tagging Contact and
Buyer. Other topics covered include:
Also included will be information on how to access BEN Reports for BEN Assets. Course Length: Self-paced Delivery Method: Web Based Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
BEN Assets Application Training (Part 2of 2)Who Should Register: BEN Assets Application Training is
an instructor led course intended for individuals identified by
their Senior Business Officer as the Senior Asset Administrator
or the Asset Administrator and require access to the BEN Asset System. Prerequisite:
Access Form Requirements: BEN Financials Access Request eForm Course
Description: BEN Assets Application Training includes a review
of the BEN Asset policies and procedures as well as a review of
the roles and responsibilities of the Property Management Group,
Senior Asset Administrator, Asset Administrator, Custodian ,Tagging
Contact and Buyer. Other topics covered as well as hands-on activities
related to BEN Assets features include:
Also included will be a demo on how to access BEN Reports for BEN Assets. Course Length: Three and one-half hours Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $150 (Click here for Cancellation and No Show Policy)
BEN Deposits Curriculum (2 Parts)Who Should Register: This course is intended for administrative and support staff of the University who are responsible for making deposits for their area as well as those who need to gain an understanding of and access to the University's BEN Deposits system. Curriculum Prerequisite: None Access Form Requirements: BEN Deposits Access Request Form Curriculum Description: The BEN Deposits Curriculum consists of two courses: BEN Deposits Knowledge Building and BEN Deposits Application Training. These two courses are described below. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) BEN Deposits Knowledge Building (Part 1 of 2)Course Prerequisite: None Course Description: Knowledge Building includes an overview
of the BEN Deposits policies and procedures as well as a review
of the deposit process and receipts relating to deposits. Other
topics covered include:
Also included will be information on how to access BEN Deposits. Course Completion Requirements:
BEN Deposits Application Training (Part 2 of 2)Course Prerequisite: BEN Deposits Knowledge Building (Part 1 of 2) Course Description: This web based application training is designed to show users how to enter and update cash and/or check deposits. User will learn:
Course Completion Requirements:
Operating Gifts and EndowmentsWho Should Register: This program is intended for administrative and other support staff at the University who manage endowment (4xxxxx) and operating gift (6xxxxxx) accounts.
Prerequisite:
Access Form Requirements: None Course Description: This presentation is designed to cover all aspects of managing operating gift & endowment accounts. Users will learn:
Course Length: Two hours Delivery Method: Discussion Completion Requirements:
No Show Fee: $50.00 (Click here for Cancellation and No Show Policy)
Payroll/Personnel System (Includes PennWorks)Who Should Register: This course is intended for administrative and support staff responsible for originating or updating payroll data for their area as well as those who need to gain an understanding of and access to the PennWorks/Payroll/Personnel System. Prerequisite:
Access Form Requirements: Request for Administrative Mainframe LOGON ID Course Description: This training provides participants with a basic understanding of the Human Resources and Payroll policies and procedures as related to entries, edits, and updates in the PennWorks/Payroll/Personnel System Course Length: Five half days Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $500.00 (Click here for Cancellation and No Show Policy)
Payroll/Personnel System - CPUP OnlyWho Should Register: This course is intended for administrative and support staff of the University who are responsible for originating and updating Clinical Practices of the University of Pennsylvania (CPUP) payroll data for their area as well as those who need to gain an understanding of and access to the Payroll/Personnel System.Prerequisite: Access Form Requirements: None Course Description: This training session is for all personnel involved in processing payroll for a Standing Faculty member, who is a Clinician-Educator or a Health System Physician/Clinician compensated for services at the University of Pennsylvania and either the University of Pennsylvania Health System or Children's Hospital. Users will learn:
Course Length: One Hour Delivery Method: Instructor Led Completion Requirements:
No Show Fee: $50.00 (Click here for Cancellation and No Show Policy)
Additional Pay for Submitters Curriculum (2 Parts)Who Should Register: This two-course curriculum is intended for administrative and support staff of the University who are responsible for the creation and management of additional pay requests. Curriculum Prerequisite: None Access Form Requirements: Request for Administrative Mainframe LOGON ID Curriculum Description: The Additional Pay curriculum consists of two courses:
These two courses are described under their respective course names. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) Additional Pay for Submitters Knowledge Building (Part 1 of 2)Prerequisite: None Note: This course is Part 1 of 3 if you are an Approver - See Additional Pay for Approvers Curriculum Course Description: PennWorks Additional Pay Knowledge Building for Submitters includes information to provide an understanding of the following:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Additional Pay for Submitters Application Training (Part 2 of 2)Prerequisite: Additional Pay for Submitters Knowledge Building Note: This course is Part 2 of 3 if you are an Approver - see Additional Pay for Approvers Curriculum Course Description: PennWorks Additional Pay Application Training for Submitters includes information to provide an understanding of the following:
Completion Requirements:
Completion of appropriate logon access form No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Additional Pay for Approvers Curriculum (3 Parts)Who Should Register: This three-course curriculum is intended for administrative and support staff of the University who are responsible for the approval and management of additional pay requests. Curriculum Prerequisite: None Access Form Requirements: Request for Administrative Mainframe LOGON ID Curriculum Description: The Additional Pay curriculum consists of two courses:
These three courses are described under their respective course names. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) Additional Pay for Approvers (Part 3 of 3)Prerequisite:
Course Description: PennWorks Additional Pay for Approvers includes information to provide an understanding of the following:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Petty CashWho Should Register: This course is intended for administrative and support staff of the University who are responsible for distributing and managing petty cash for their area as well as those who need to gain an understanding of the policies and procedures associated with petty cash. Prerequisite: None Access Form Requirements: Petty Cash Custodian Responsibility Form Course Description: The slide presentation and quiz are designed to familiarize users with the policies and procedures related to the establishment, maintenance and replenishment of petty cash. User will learn:
Course Length: Self-paced Delivery Method: Web Based Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Purchasing Card/PaymentNetWho Should Register: This course is intended for all individuals who:
Prerequisite: All users should review the following information prior to taking this training: Access Form Requirements: Purchasing Card Application Package Note: Existing Purchasing Card users (prior to 05/31/07) do not need to complete a new application package Course Description: This course provides an overview for the University's Purchasing Card program, including:
Course Length: Self-paced (approx 30 minutes) Delivery Method: Web Based Completion Requirements:
No Show Fee: $50.00 (Click here for Cancellation and No Show Policy)
Space@Penn Curriculum (2 Parts)Who Should Register: This web based course is intended for administrative and other support staff at the University who are responsible for managing space usage within their area(s) as well as those who need to gain an understanding of the Space@Penn Web Updater application. Curriculum Prerequisite: None Access Form Requirements: Curriculum Description: The Space@Penn Curriculum consists of two courses:
These two courses are described under their respective course names. Curriculum Length: Self-paced Delivery Method: Web Based Curriculum Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy) Space@Penn Knowledge Building (Part 1 of 2)Prerequisite: None Course Description: Knowledge Building includes an overview of the Space@Penn components, which include:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Space@Penn Application Training (Part 2 of 2)Prerequisite: Space@Penn Knowledge Building (Part 1 of 2) Course Description: This web based application training
is designed to show users how to update Space@Penn using the Web
Updater. User will learn:
Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
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