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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

PennWorks/Payroll/Personnel

PennWorks/Payroll/Personnel
PennWorks
Additional Pay
Salary Increase Program

eTimeSheets QRGs

Other

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) Jun 30, 2016

Mass Changes QRG (PDF) Nov. 26, 2012


Business at Penn Overview (PDF) Jun 30, 2016
Chart of Accounts: Segments (PDF) Jun 30, 2016

Navigation User Guide (PDF) Jun 30, 2016
Navigation Quick Reference Guide(QRG) (PDF)

General Ledger Inquiry User Guide (PDF) Jul 7, 2015
Rev/Exp Inquiry QRG (PDF)
View Funds Available QRG (PDF)

General Ledger Reporting User Guide (PDF) Jul. 7, 2015
Journal Inquiry/Reporting QRG (PDF)

Manual Journal Entry User Guide (PDF) Jun 30, 2016
Manual Journal Entry QRG (PDF)

Budget Entry (Secured) User Guide (PDF) Jun 30, 2016
Budget Entry (Secured) QRG (PDF)

Freeze Grant User Guide (PDF) Jun 30, 2016
Freeze Grant QRG (PDF)


Navigation User Guide (PDF) Jun 30, 2016
Navigation Quick Reference Guide(QRG) (PDF)

Requisitioner User Guide (PDF) Sep 6, 2016
Entering a Req for Equipment (QRG) (PDF) Nov 26, 2012
Supplier Inquiry (QRG) (PDF) Nov 26, 2012

Purchase Order Manager User Guide (PDF) Jun 30, 2016

Invoice Inquiry User Guide (PDF ) Jun 30, 2016


Invoice Imaging (Markview) User Guide (PDF) Jun 30, 2016
Managing Holds QRG (PDF) Nov 6, 2015

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 & Reallocation (PDF) Apr 10, 2006

Additional Payroll Materials
Onboarding Checklist QRG (PDF) Jan 21, 2014
Termination Checklist QRG (PDF) Jan 21, 2014

Payroll 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) Jul 31, 2015
Add a Person (PPS) Jul 31, 2015
Add a Role (PPS) Nov 2, 2009
Update Bio Info (PPS) Jul 31, 2015
Home ORG Transfer (PPS) Jul 31, 2015

Home ORG Transfer QRG (PDF) Sep 3, 2014

Leave of Absence (PPS) Jul 31, 2015
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 11, 2014

Modeling QRG (PDF) Apr 11, 2014

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

eTimeSheets

School/Center Administrator QRG (PDF) Mar 11, 2016
ORG Administrator QRG (PDF) Mar 11, 2016
Supervisor QRG (PDF) Mar 11, 2016
Weekly Hourly (Positive) QRG (PDF) Mar 11, 2016
Weekly Salaried (Exception) QRG (PDF) Mar 11, 2016

eTimeSheets FAQs (Work in Progress) (PDF) Jun 27, 2016


BEN Deposits User Guide (PDF) Jun 30, 2016

Operating Gifts & Endowments

Operating Gifts, Endowments and Reporting User Guide (PDF) Jun 30, 2016

New Gift Fund/Designation Creation Process QRG (PDF) Feb 10, 2016

 

Purchasing Card / PaymentNet

Policies and Procedures (PDF) Jun 7, 2007

 

 

 

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