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U@Penn


Financial Training Department
University of Pennsylvania
Suite 220 Franklin Building
3451 Walnut Street
Philadelphia, PA. 19104-6205

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Financial Training Department

[ 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:

  • Business at Penn Overview
  • Chart of Accounts: Segments

These two courses are described under their respective course names.

Curriculum Length:    Self-paced

Delivery Method:   Web-based

Curriculum Completion Requirements:

  • Each part of the Business at Penn Curriculum must be completed successfully
  • Business at Penn Overview (Part 1) must be completed as a prerequisite for Chart of Accounts: Segments (Part 2)
  • Completion requirements for each part of the Business at Penn Curriculum are described below

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:

  • How business is conducted at Penn and your responsibility to be a 'good steward'
  • That Schools/Centers have been given authority to operate as their own 'business unit'
  • The financial and accounting structures that underlie Responsibility Center Management (RCM)
  • The features of the BEN system at a high level and he terminology used at Penn

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:   N/A     (Click here for Cancellation and No Show Policy)

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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:

  • Your stewardship responsibility at Penn
  • How the Chart of Accounts (COA) is used at Penn
  • What the COA tells us about each financial transaction
  • What each segment of the COA represents

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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BEN Buys - Requisitioner

Who 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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

Course Description:    This training session is required to initiate on-line requests for goods and services through the Penn Marketplace. Users will learn:

  • Procurement/disbursement policies and procedures
  • How to effectively and efficiently select desired goods and services
  • How to process receipts for items ordered over $5,000

Course Length:    Four hours

Delivery Method:    Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:    $100.00    (Click here for Cancellation and No Show Policy)

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BEN Buys - Purchase Order Manager

Who 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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • Policies and procedures
  • How to manage purchases: Initial requisition through final payment
  • How to process receipts for items ordered over $5,000
  • How to how to relieve PO invoice 'holds'

Course Length:    Five half days

Delivery Method:    Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Trainer review of class activities and workshops
  • Quiz at the end of class
  • Completion of appropriate logon access form

No Show Fee:    $500.00    (Click here for Cancellation and No Show Policy)

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BEN Pays - Invoice Inquiry

Who 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: None

Access Form Requirements:    BEN Financials Access Request eForm

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • How to navigate within the Invoice Inquiry responsibility
  • An overview of Purchase Order process from requisition to invoice payment
  • Techniques for researching invoice payments including the check number and determining if/when the check has been cashed
  • How to view invoices
  • How to look up Supplier information

Course Length:    Self-paced

Delivery Method:    Web-based

Completion Requirements:

  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

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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:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer

No Show Fee: $100 (Click here for Cancellation and No Show Policy)

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BEN Balances - GL Inquiry and Reporting

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 inquiry and reporting system.

Prerequisite:

Access Form Requirements: BEN Financials Access Request eForm

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • The University's business processes and financial policies
  • Financial functions, such as determining funds available, and the various ways to perform an inquiry on account balances and individual transactions
  • How to run standard BEN Balances reports

Course Length: Eight hours over two half days

Delivery Method: Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee: $200.00 (Click here for Cancellation and No Show Policy)

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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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

Course Description: In this training session users will learn:

  • Policies and procedures for the journal entry process
  • How to enter a manual journal entry for the following:
    • Transferring a cost
    • Correcting an error
    • Redistributing Purchasing Card transactions
    • Clearing suspense transactions

Course Length: Four hours

Delivery Method: Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:    $100.00     (Click here for Cancellation and No Show Policy)

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BEN Balances - MJE Interfund Knowledge Building

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 interfund manual journal entry process.

Prerequisite: None

Access Form Requirements:    BEN Financials Access Request eForm

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

Course Description: In this training session users will learn:

  • The BEN Financials Interfund Journal Entry process for handling transactions that occur between the University and the University of Pennsylvania Health System (UPHS) including:
    • Revenue and expense journals
    • Payroll reallocations for UPHS
    • Non-grant adjustments
    • Transfer of resources to reimburse grant related equipment purchases
    • Operating and non-operating transfers

Course Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

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BEN Balances - Grant & Contract (G&C) Cost Transfers for Expense

Who Should Register: This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers.

Prerequisite:    

Access Form Requirements: BEN Financials Access Request eForm

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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.

Curriculum Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

Course Description: In this training session users will learn:

  • Policies and procedures for the budget journal entry process
  • The various categories of budget journals and how to enter each type, for example:
    • New budget
    • Budget increase
    • Budget decrease
    • Budget reallocation
  • How budgeting effects the Responsibility Center Management (RCM) model

Course Length:    Two hours

Delivery Method:    Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:     $100.00     (Click here for Cancellation and No Show Policy)

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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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • Policies and procedures for the freeze/unfreeze grant process
  • How to freeze and unfreeze grant accounts during the adjustment period

Course Length: One hour

Delivery Method: Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:    $100.00    (Click here for Cancellation and No Show Policy)


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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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • Lifecyle of an Asset:
    • Acquisition
    • Verification & Tagging
    • Retirement Process

Also included will be information on how to access the Data Warehouse for BEN Asset Reports.

Course Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

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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

Tip: Submit the BEN Financials Access Request eForm AFTER training is completed.

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:

  • Lifecyle of an Asset:
    • Acquisition
    • Verification & Tagging
    • Maintenance such as Location, Custodian & Tagging Contact changes
    • Retirement Process

Also included will be a demo on how to access the Data Warehouse for BEN Asset reports.

Course Length: Three and one-half hours

Delivery Method: Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance
  • Review of Class activities and workshops by the Trainer
  • Completion of appropriate logon access form

No Show Fee:    $150    (Click here for Cancellation and No Show Policy)

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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

Tip: Submit the BEN Deposits Access Request Form AFTER training is completed.

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:

  • Each part of the BEN Deposits Curriculum must be completed successfully
  • BEN Deposits Knowledge Building (Part 1) must be completed as a prerequisite for BEN Deposits Application Training (Part 2)
  • Completion requirements for each part of the BEN Deposits Curriculum are described below

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:

  • Depositing Guidelines:
    • Cash
    • Checks & Money Orders
    • Foreign Checks
    • Reimbursements
    • Cash & Check Gifts

Also included will be information on how to access BEN Deposits.

Course Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

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:

  • University business policies related to cash management and depositing
  • Examples of how to perform an inquiry on deposit information

Course Completion Requirements:

  • Completion of BEN Deposits Knowledge Building as a prerequisite
  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%
  • Completion of BEN Deposits Access Request Form

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Operating Gifts and Endowments Knowledge Building

Who Should Register: This courses is intended for administrative and other support staff at the University who manage endowment (4xxxxx) and operating gift (6xxxxx) 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:

  • The definition of a gift, definition of an endowment, comparing and contrasting both
  • An overview of the gift process
  • The gift agreement and creation of a fund
  • Information regarding fund attributes
  • Receiving & recording gift revenue
  • Budgeting of gift & endowment accounts
  • Monitoring income & expense activity
  • Reports available for gifts and endowments

Course Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:  N/A  (Click here for Cancellation and No Show Policy)

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Fair Labor Standards Act (FLSA) Knowledge Building for Payroll Administrators

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: None

Access Form Requirements: None

Course Description: Fair Labor Standards Act Knowledge Building for Payroll Administrators includes information to provide an understanding of the following:

  • What is the Fair Labor Standards Act (FLSA)
  • How FLSA classifies employees and defines overtime pay requirements
  • How the University classifies employees, i.e. by Type
  • What Payroll Administrators need to know about Exempt and Non-Exempt employees
  • What are the Non-Exempt employee rules for recording time
  • Other topics such as:
    • Minimum Wage
    • Overtime
    • Comp Time
    • Work Breaks
    • Child Labor Restrictions

Course Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee: N/A (Click here for Cancellation and No Show Policy)
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PennWorks/Payroll/Personnel System

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

Tip: Bring the completed Request for Adminisstrative Mainframe LOGON ID to the training class.

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:

  • Prerequisites
  • Class attendance
  • Review of class activities and workshops by the Trainer
  • PennWorks and Time Reporting Quizzes
  • Completion of appropriate logon access form
  • For Medical and Dental Schools Only! Attendance of PennWorks/Payroll/Personnel System - CPUP Only training

No Show Fee: $500.00 (Click here for Cancellation and No Show Policy)

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PennWorks/Payroll/Personnel System - CPUP Only

Who 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 PennWorks/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:

  • A review of the processes and procedures for identifying and paying this type of individual through the University's PennWorks/Payroll/Personnel System
  • How to make a variety of payments to CPUP employees including 'variable pay' (CVP) and 'administrative stipends' (CST)

Course Length: One Hour

Delivery Method: Instructor Led

Completion Requirements:

  • Prerequisite
  • Class attendance

No Show Fee:    $50.00    (Click here for Cancellation and No Show Policy)

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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:

  • PennWorks Additional Pay Knowledge Building for Submitters (Part 1 of 2)
  • PennWorks Additional Pay Application Training for Submitters (Part 2 of 2)

These two courses are described under their respective course names.

Curriculum Length: Self-paced

Delivery Method: Web-based

Curriculum Completion Requirements:

  • Each part of the Additional Pay for Submitters Curriculum must be completed successfully
  • Additional Pay for Submitters Knowledge Building (Part 1) must be completed as a prerequisite for Additional Pay for Submitters Application Training (Part 2)
  • Completion requirements for each part of the Additional Pay for Submitters Curriculum are under their respective course names

No Show Fee:        (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:

  • Additional Pay purpose and concepts
  • Additional Pay policies and business process
  • The role of the Submitter in the creation and management of Additional Pay requests
  • Access and training requirements

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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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:

  • How to use PennWorks to create and manage Additional Pay Requests
  • How Additional Pay concepts, policies and business processes inform your use of the PennWorks Additional Pay application
  • How to follow an Additional Pay Request through the approval process in PennWorks
  • Access and training requirements

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%
  • Completion of appropriate logon access form

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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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: See your Senior Business Admininstrator for Approver access.

Curriculum Description: The Additional Pay curriculum consists of two courses:

  • PennWorks Additional Pay Knowledge Building for Submitters (Part 1 of 3)
  • PennWorks Additional Pay Application Training for Submitters (Part 2 of 3)
  • PennWorks Additional Pay for Approvers (Part 3 of 3)

These three courses are described under their respective course names.

Curriculum Length: Self-paced

Delivery Method: Web-based

Curriculum Completion Requirements:

  • Each part of the Additional Pay for Approvers Curriculum must be completed successfully
  • Additional Pay for Submitters Knowledge Building (Part 1) and Additional Pay for Submitters Application Training (Part 2) must be completed as a prerequisite
  • Completion requirements for each part of the Additional Pay for Approver Curriculum are under their respective course names

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

Additional Pay for Approvers (Part 3 of 3)

Prerequisite:

  • Additional Pay for Submitters Knowledge Building (Part 1 of 3)
  • Additional Pay for Submitters Application Training (Part 2 of 3)

Course Description:    PennWorks Additional Pay for Approvers includes information to provide an understanding of the following:

  • PennWorks Additional Pay approval concepts and requirements
  • Additional Pay approval roles and responsibilities
  • How to approve or reject an Additional Pay Request via PennWorks
  • Access and training requirements

Completion Requirements:

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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Petty Cash

Who 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:

  • What and how petty cash funds are to be used and not to be used
  • Who is the Custodian and what are his/her duties
  • How to create, change and/or close a petty cash funds
  • Audit and internal control features/requirements

Course Length: Self-paced

Delivery Method: Web-based

Completion Requirements:

  • Completion and approval of Petty Cash Custodian Responsibility Form
  • Review of slide presentation
  • Quiz at the end of slides
  • Completion of appropriate logon access form

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

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Purchasing Card/PaymentNet

Who Should Register: This course is intended for all individuals who:

  • Will make purchases on behalf of the University using a Purchasing Card, or
  • Will be required to access PaymentNet (the online Purchasing Card Management System) for financial, reporting, or auditing purposes.

Prerequisite: All users should review the following information prior to taking this training:

Access Form Requirements: Purchasing Card Application

Course Description: This course provides an overview for the University's Purchasing Card program, including:

  • A brief overview of authorized buying tools at Penn
  • A review of University Purchasing Card Policies and Procedures
  • An explanation of the roles and responsibilities associated with this program
  • Additional information and resources to ensure the appropriate use of the Purchasing Card

Course Length: Self-paced (approx 30 minutes)

Delivery Method: Web-based

Completion Requirements:

  • Individuals must successfully complete the Purchasing Card Knowledge Building to retain/obtain Purchasing Card privileges
  • New users need to complete and submit the University Purchasing Card Application Package prior to receiving a Card or gaining access to PaymentNet

  • Note: All cardholders will be required to complete mandatory bi-annual refresher training to retain the purchasing card, in compliance with Financial Policy 2303.

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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:

  • Space@Penn Knowledge Building
  • Space@Penn Application Training

These two courses are described under their respective course names.

Curriculum Length: Self-paced

Delivery Method: Web-based

Curriculum Completion Requirements:

  • Each part of the Space@Penn Curriculum must be completed successfully
  • Space@Penn Knowledge Building (Part 1) must be completed as a prerequisite for Space@Penn Application Training (Part 2)
  • Completion requirements for each part of the Space@Penn Curriculum are described below

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:

  • Facilities Center
  • The Web Updater
  • Data Warehouse Reports
Also included is information on the purpose of Space@Penn and the materials needed to assist in tracking and documenting information using the Space@Penn Web Updater. The responsibilities for the various roles involved with Space@Penn, such as the Super User, the Regular User, and the School/Center Facilities, will be outlined as well.

Completion Requirements:

  • Review of slide presentation
  • Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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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:

  • What reference and supporting documents are needed prior to updating Space@Penn
  • Navigational techniques of the Space@Penn Web updater application
  • How to inquire, edit, and maintain room functional usage data
Also included is information on how to submit an 'Alert'.

Completion Requirements:

  • Prerequisite
  • Quiz at the end of slides - passing grade 100%
  • Completion of appropriate logon access form

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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Account Reconciliation Knowledge Building

Who Should Register: This course is intended for General Ledger object code owners, reconcilers and reviewers.

Prerequisite: None

Access Form Requirements: None

Course Description: This course provides an overview for the University's account reconciliation process, including:

  • Ensuring individual transactions are accurate and complete
  • Seeing how University's financial information is relied upon for descision making
  • The ability to quickly detect and report fraud and theft

Course Length: Self-paced (approx 20 minutes)

Delivery Method: Web-based

Completion Requirements:

  • Quiz at the end of slides - passing grade 100%

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