[ Description of Course Offerings ]
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 University's account numbering structure.
Prerequisite:
- Users must complete and bring the Chart
of Accounts Web Expedition with them to class
- Students must print and bring the following course material(s)
with them to class:*
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:
- The general policies and procedures for COA usage
- The definition of each segment of the University's COA
- Examples of each segment and and account combination with an
overview of 'funds checking'
- The foundation for Responsibility Center Management (RCM) at
the University
There is also a short quiz included at the end of this training
session.
Course Length: Three hours
Delivery Method: Lecture
Completion Requirements:
- Pre-requisite
- Class attendance
- Quiz at the end of class
No Show Fee: $50.00 (Click
here for Cancellation and No Show Policy)
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:
- Students must print and bring the following course material(s)
with them to class:*
- Requisitioner
User Guide
*For individuals
who fail to printout and bring the appropriate course packet
to class, packets will be made available for a $50 fee.
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:
- 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: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
Who Should Register: University administrative
and support staff who need to create, manage, or approve the purchase
of goods and services.
Prerequisite:
- Chart
of Accounts
- Students must print and bring the following course material(s)
with them to class:*
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:
- 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: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
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:
- Students must print and bring the following course material(s)
with them to class:*
- Invoice
Inquiry User Guide
*For individuals
who fail to printout and bring the appropriate course packet
to class, packets will be made available for a $50 fee.
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:
- 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 and print invoices
- How to look up Supplier information
Course Length: One and one-half hour
Delivery Method: Hands-on
Completion Requirements:
- 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)
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:
- Chart
of Accounts
- Students must print and bring the following course material(s)
with them to class:*
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:
- 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, print and/or export standard BEN Balances reports
Course Length: Eight hours over two half days
Delivery Method: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
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:
- 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: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
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:
- 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: Three hours
Delivery Method: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
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:
- 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: Hands-on
Completion Requirements:
- Pre-requisite
- 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)
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:
- Lifecyle of an Asset:
- Acquisition
- Verification & Tagging
- Retirement Process
Also included will be information on how to access BEN Reports
for BEN Assets.
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)
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:
- Lifecyle of an Asset:
- Acquisition
- Verification & Tagging
- Maintenance such as Location, Custodian & Tagging Contact
changes
- Retirement Proces
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:
- Pre-requisite
- 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)
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:
- 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)
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:
- 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%
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:
- University business policies related to cash management and
depositing
- Examples of how to perform an inquiry on deposit information
Course Completion Requirements:
- Complettion of BEN Deposits Knowledge Building as a prerequisite
- Completion of BEN Deposits Access Request Form
- Completion of workshop quizzes - passing grade of 100%
Who 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:
- Students must PRINT
and READ thru entirely prior to attending class, as
well as bring the following course material(s) with them to class:*
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 trust sheets and fund attributes
Receiving & recording gift revenue
Budgeting of gift & endowment accounts
Monitoring income & expense activity
How to read reports generated for gifts and endowments
Course Length: Two hours
Delivery Method: Lecture
Completion Requirements:
No Show Fee: $50.00 (Click
here for Cancellation and No Show Policy)
Who 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:
- Pre-requisite
- Class attendance
- Review of class activities and workshops by the Trainer
- Payroll Database and Day Time Reporting Quizzes
- Completion of appropriate logon access form
- For Medical and Dental Schools Only! FTD and attendance of Payroll/Personnel
System - CPUP Only training
No Show Fee: $500.00 (Click
here for Cancellation and No Show Policy)
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 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:
- A review of the processes and procedures for identifying and
paying this type of individual through the University's 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: Hands-on
Completion Requirements:
- Pre-requisite
- Class attendance
- Completion of appropriate logon access form
No Show Fee: $50.00 (Click
here for Cancellation and No Show Policy)
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: On-line
Completion Requirements:
- Completion and approval of Petty Cash Custodian Responsibility
Form
- Review of slide presentation
- Quiz at the end of slides
No Show Fee: N/A (Click here
for Cancellation and No Show Policy)
Who Should Register: This course
is intended for all individuals who:
- Will make purchases 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 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:
- 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
No Show Fee: $50.00 (Click
here for Cancellation and No Show Policy)
Who 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:
- Students must print and bring the following course material(s)
with them to class.*
- Space@Penn
Handouts
*For individuals
who fail to printout and bring the appropriate course packet
to class, packets will be made available for a $50 fee.
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:
- An overview of the Space at Penn project
- University space utilization business processes and policies
- How to Read floorplans and space detail reports from the Data
Warehouse
- Navigational techniques of the Space at Penn Web updater application
- How to inquire, edit, and maintain room functional usage data
Self-paced exercises provided are designed to demonstrate the users
knowledge of space policies and procedures as well as proficiency
with the Space at Penn Web Updater application.
Course Length: Two and one-half hours
Delivery Method: Hands-on
Completion Requirements:
- Class attendance
- Review of class activities and workshops by the Trainer
- Completion of appropriate logon access form
No Show Fee: $150.00 (Click
here for Cancellation and No Show Policy)
Who 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:
- An explanation of the roles and responsibilities associated
with this program
- An overview of the changes in the reimbursement process
- A review of University recommended travel and entertainment
procurement mechanisms
- A recap of the organizational changes that are taking place
Self-paced exercises provided are designed to demonstrate the users
knowledge of travel and entertainment policy changes.
Course Length: Self-paced (approx
25 minutes)
Delivery Method: Web-based
Completion Requirements:
- Existing TAC holders who approve Travel and Entertainment expenses
must successfully complete the Travel and Entertainment Policy
Update Training Knowledge Building by October 30, 2008 to retain
TAC holder privileges
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