[ 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) Nov. 26, 2012

Mass Changes QRG (PDF) Nov. 26, 2012


Chart of Accounts (PDF) Nov 26, 2012

Navigation User Guide (PDF) Nov. 26, 2012
Navigation Quick Reference Guide(QRG) (PDF)

General Ledger Inquiry User Guide (PDF) Nov 26, 2012
Rev/Exp Inquiry QRG (PDF)
View Funds Available QRG (PDF)

General Ledger Reporting User Guide (PDF) Nov. 26, 2012
Journal Inquiry/Reporting QRG (PDF)

Manual Journal Entry User Guide (PDF) Nov. 26, 2012
Manual Journal Entry QRG (PDF)

Grant & Contract Cost Transfers Knowledge Building (PDF) Nov. 26, 2012
Grant & Contract Cost Transfers Application Trainng (PDF) Nov. 26, 2012

Budget Entry (Secured) User Guide (PDF) Nov. 26, 2012
Budget Entry (Secured) QRG (PDF)

Freeze Grant User Guide (PDF) Nov. 26, 2012
Freeze Grant QRG (PDF)


Navigation User Guide (PDF) Nov 26, 2012
Navigation Quick Reference Guide(QRG) (PDF)

Requisitioner User Guide (PDF) Nov 26, 2012
Entering a Req for Equipment (QRG) (PDF) Nov 26, 2012
Supplier Inquiry (QRG) (PDF) Nov 26, 2012

Purchase Order Manager User Guide (PDF) Nov 26, 2012

Invoice Inquiry User Guide (PDF ) Nov 26, 2012


BEN Pays Invoice Imaging User Guide (PDF) Nov 26, 2012
BEN Pays Imaging QRG (PDF) Nov 26, 2012


BEN Reports QRG (PDF) Nov 26, 2012


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

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 (ppsx) Aug 2, 2012
Reclassification (ppsx) Aug 2, 2012
Role ORG Transfer (PPS) Nov 2, 2009
Role Update (PPS) Nov 2, 2009
Salary Increase/Decrease (ppsx) Aug 2, 2012
Add/Update Distributions (PPS) Nov 2, 2009
Add/Update External Distributions (PPS) Nov 2, 2009
Rehire (PPS) Nov 2, 2009

Additional Pay - How To...

Assemble Non-Pre-work or Add'l Pay Request (ppsx) Aug 2, 2012
Prepare Add'l Pay or Transform Pre-work (ppsx) Aug 2, 2012
Create an Individual Request (Non-Pre-work) (ppsx) Aug 2, 2012
Create a Pre-work Request (ppsx) Aug 2, 2012
Create a Group Request (ppsx) Aug 2, 2012
Transform Pre-work into Add'l Pay Request (ppsx) Aug 2, 2012
Verify Completion of Pre-work Request (ppsx) Aug 2, 2012
Retract a Pre-work or Add'l Pay Request (ppsx) Aug 2, 2012
Approve Pre-work or Add'l Pay Request (ppsx) Aug 2, 2012
Find Pre-work or Add'l Pay Request (ppsx) Aug 2, 2012
Copy a Pre-work or Add'l Pay Request (ppsx) Aug 2, 2012
View Pre-work or Add'l Pay Approval History (ppsx) Aug 2, 2012

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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