 
Financial Training Department
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[ Description of Course Offerings ] Chart of AccountsWho 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 University's account numbering structure. Prerequisite:
Access Form Requirements: None Course Description: This workshop provides participants with a detailed explanation of the University's seven segment, twenty-six digit, Chart of Accounts (COA). Understanding the Chart of Accounts is the gateway for enabling users to initiate transactions as well as effectively analyze & manage their accounting activity. Users will learn:
There is also a short quiz included at the end of this training session. Course Length: Three hours Delivery Method: Lecture Completion Requirements:
No Show Fee: $50.00 (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 Application Logon ID Request 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: Hands-on 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 Application Logon ID Request 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: Hands-on 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 Application Logon ID Request 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: Hands-on Completion Requirements:
No Show Fee: $100.00 (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 Application Logon ID Request 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: Hands-on 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 Application Logon ID Request Course Description: In this training session users will learn:
Course Length: Four hours Delivery Method: Hands-on Completion Requirements:
No Show Fee: $100.00 (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 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 Application Logon ID Request Course Description: In this training session users will learn:
Course Length: Three hours Delivery Method: Hands-on 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 the financial management of their area as well as those who need to gain an understanding of and access to the University's freeze grant screens. Prerequisite:
Access Form Requirements: BEN Financials Application Logon ID Request 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: Hands-on 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: There are no prerequisites for this program, however the following copy of this presentation is available for off-line review. Access Form Requirements: None 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 a hands-on 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 Application Logon ID Request 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: Hands-on 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: There are no prerequisites for this program. 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: There are no prerequisites for this program. 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 on-line 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: Lecture Completion Requirements:
No Show Fee: $50.00 (Click here for Cancellation and No Show Policy)
Payroll/Personnel SystemWho Should Register: This course is intended for administrative and support staff responsible for originating or updating payroll data, or who need to a general understanding of/access to the Payroll/Personnel System. Prerequisite:
Access Form Requirements: Request for Administrative Mainframe LOGON ID and Related Services Course Description: This training provides participants with a basic understanding of Payroll/HR policies and procedures as related to entries, edits, and updates in the Payroll/Personnel System Course Length: Five half days Delivery Method: Hands-on 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: Request for Administrative Mainframe LOGON ID and Related Services 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: Hands-on Completion Requirements:
No Show Fee: $50.00 (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: On-line Completion Requirements:
No Show Fee: N/A (Click here for Cancellation and No Show Policy)
Purchasing CardWho 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@PennWho Should Register: This program is intended for administrative and other support staff at the University who are reponsible for managing space usage within their area(s) as well as those who need to gain an understanding of the Space at Penn Web Updater application. Prerequisite:
Access Form Requirements: Course Description: This course includes approximately two hours of instructor-led classroom training, as well as 30-45 minutes of self-paced exercises. Users will learn:
Course Length: Two and one-half hours Delivery Method: Hands-on Completion Requirements:
No Show Fee: $150.00 (Click here for Cancellation and No Show Policy)
Travel and Entertainment Policy Update TrainingWho Should Register: This course is required for all existing TAC holders who approve Travel and Entertainment expenses. This course is optional for all other University staff that travel and entertain on behalf of the University. Prerequisite: None Access Form Requirements: None Course Description:This course provides an overview for the University's Travel and Entertainment Policy changes that are taking place on July 1, 2008, including:
Course Length: Self-paced (approx 25 minutes) Delivery Method: Web-based Completion Requirements:
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FTD Spotlights
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