[ 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
Penn
Marketplace
Penn Marketplace
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)
Grant
& Contract Cost Transfer Decision Tree (PDF)
Jan 18, 2018
Manual
Journal Entry Grant & Contract Cost Transfers for
Expense (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)
Dec 21, 2016
 Entering
a Req for Equipment (QRG) (PDF)
Nov 26, 2012
 Entering
a Req for AppleOne (Temporary
Employment)(PDF)
Dec 21, 2016
 Supplier
Inquiry (QRG) (PDF)
Nov 26, 2012
Purchase
Order Manager User Guide (PDF)
Jun 30, 2016
Managing Holds QRG (PDF)
Nov 6, 2015
Invoice
Imaging (Markview) User Guide (PDF)
Jun 30, 2016
Invoice
Inquiry User Guide (PDF)
Jun 30, 2016
Penn
Marketplace
Request
New Supplier QRG (PDF)
Mar 28, 2018
Submit a Non-PO Payment Request QRG (PDF)
Apr 15, 2018
Approve a Non-PO Payment Request QRG (PDF)
Mar 28, 2018
SP Payment Request QRG (PDF)
Mar 28, 2018
Penn Marketplace Non-PO Payment Request - Knowledge Building
(PDF)
Mar 28, 2018
Penn Marketplace Non-PO Payment Request - Application Training
for Preparers (PDF)
Mar 28, 2018
Penn Marketplace Non-PO Payment Request - Application Training
for Approvers (PDF)
Mar 28, 2018
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
 Section
5 - eTimeSheets (PDF)
Apr 7, 2017
(Also under eTimeSheets
below with additional documentation
)
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)
Mar 8, 2017
Prepare
Add'l Pay or Transform Pre-work (ppsx)
Mar 8, 2017
Create
an Individual Request (Non-Pre-work)
(ppsx)
Mar 8, 2017
Create
a Pre-work Request (ppsx)
Mar 8, 2017
Create
a Group Request (ppsx)
Mar 8, 2017
Transform
Pre-work into Add'l Pay Request (ppsx)
Mar
8, 2017
Verify
Completion of Pre-work Request (ppsx)
Mar
8, 2017
Retract
a Pre-work or Add'l Pay Request (ppsx)
Mar 8, 2017
Approve
Pre-work or Add'l Pay Request (ppsx)
Mar 8, 2017
Find
Pre-work or Add'l Pay Request (ppsx)
Mar 8, 2017
Copy
a Pre-work or Add'l Pay Request (ppsx)
Mar 8, 2017
View
Pre-work or Add'l Pay Approval History
(ppsx)
Mar 8, 2017
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)
Jan 25, 2017
ORG
Administrator QRG (PDF)
Jan 25, 2017
Supervisor
QRG (PDF)
Jan 25, 2017
Weekly
Hourly (Positive) QRG (PDF)
Jan 25, 2017
Weekly
Salaried (Exception) QRG (PDF)
Jan 25, 2017
eTimeSheets
User Guide (PDF)
Apr 7, 2017
(Also under PennWorks/Payroll/Personnel - Section 5)
eTimeSheets
Knowledge Building (PDF)
Mar 17, 2017
eTimeSheets
Application Training (PDF)
Mar 17, 2017
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)
Feb 16, 2018
New
Gift Fund/Designation Creation Process QRG (PDF)
Feb 10, 2016
Purchasing
Card / PaymentNet
Policies
and Procedures (PDF)
Dec 10, 2015
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