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[ 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
Business
at Penn Overview (PDF)
Mar. 1, 2013
Chart of Accounts: Segments (PDF)
Mar. 1, 2013
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)
May 6, 2013
Freeze
Grant QRG (PDF)
Navigation
User Guide (PDF)
Nov 26, 2012
Navigation
Quick Reference Guide(QRG) (PDF)
Requisitioner
User Guide (PDF)
Sep 9, 2013
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
) Dec 9, 2013
BEN
Pays Invoice Imaging (Markview) User Guide (PDF)
Dec 9, 2013
BEN Pays Imaging (Markview) QRG (PDF)
Dec 9, 2013
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)
Oct 4, 2013
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, 2013
Faculty
Comp Rapid Entry Function (PDF)
May 7, 2010
Modeling
Modeling
Overview (PDF)
Apr 18, 2013
Modeling
QRG (PDF)
Apr 18, 2013
Modeling
Copy Hierarchy QRG (PDF)
Apr 18, 2013
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, 2013
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
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