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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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[ 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/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 Appointments
Guide to 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) Mar 25, 2014
Entering a Req for Equipment (QRG) (PDF) Nov 26, 2012
Supplier Inquiry (QRG) (PDF) Nov 26, 2012

Purchase Order Manager User Guide (PDF) Mar 25, 2014

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)

PennWorks/Payroll/Personnel

PennWorks/Payroll/Personnel User Guides
Section 1 - Overview (PDF) Jan 21, 2014
Section 2 - PennWorks (PDF) Nov 2, 2009
Section 3 - Time Reporting (PDF) Apr 10, 2006
Section 4 - Salary Management (PDF) Apr 10, 2006

Additional Payroll Materials

Onboarding Checklist QRG (PDF) Jan 21, 2014
Termination Checklist QRG (PDF) Jan 21, 2014

Employee Types/Earnings Code QRG (PDF) Jan 21, 2014
Logon to UMIS (PDF) Oct 27, 2011

Non-Resident Alien Flowchart (PDF) Sep 21, 2012
Things to Consider Each Payroll Cycle (PDF) Jan 21, 2014

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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