Course Information and Registration
COA Training
The COA online course will introduce financial system users to the Chart of Accounts. Participants will also learn how to use web tools to locate their departments’ chart numbers. After viewing the online course, click on Test Your Knowledge of the COA. Instructor:
Who should complete course: Managers and support staff who are responsible for revenue and expense budget management.
Prerequisite: None
Finance Budget Management
This course is designed for managers and support staff who are responsible for revenue and expense budget management. Participants will learn how to navigate the system, create budget queries, process budget transfers, review general ledger transactions, review encumbrances, and approve documents. This session will introduce participants to the user-friendly, self-service interface and will provide essential tips for successful budget management.
Who should attend: Managers and support staff who are responsible for revenue and expense budget management.
Prerequisite: COA Training
E-Procurement
This course provides an overview of the University’s procurement policies and procedures related to furniture, IT equipment, offices supplies, and more. Participants will learn how to create and manage purchase orders via the user-friendly interface.
Who should attend: Managers and support staff who are authorized to procure goods on behalf of the University.
Prerequisite: COA Training
E-Procurement – Advanced features
This course provides an overview of the advanced features using e-procurement related to purchasing services and goods. Participants will learn how to use simple and advanced search options, create quick orders, retrieving requisitions and identifying/correcting data entry errors.
Who should attend: Managers and support staff who are authorized to procure goods on behalf of the University.
Prerequisite: E-Procurement and COA Training
Contracts Management System
This module is designed for those who are responsible for initiating, reviewing, and processing contracts. Participants will learn the policies, procedures, and computer application of processing contracts using the new imaging system.
Prerequisite: E-Procurement is recommended.
Kronos – 101
This module is designed for those who use the Kronos time and attendance system. Participants will learn about:
- Logging-in and navigating the Electronic Time application, workforce genies, workforce terminology, menu options, and timecard tabs
- Reviewing and approving an employee’s timecard
- Accessing their own timecards as well as workforce timecards
- Entering and deleting punches in a project view timecard and/or an hourly timecard
- Adding a comment to a punch
- Entering a labor account transfer and adding a pay code amount to a timecard
Kronos- Scheduling and Reporting (Webinar)
This webinar is designed for time card users who are responsible for managing time and attendance. Participants will explore scheduling and reporting options available in Kronos as well as essential tips and tricks for capturing information.
Prerequisite: Kronos – 101
Chrome River
This course provides instruction for Faculty and Staff to utilize the online Travel and Expense reimbursement system. Participants will learn how to navigate the system, enter and track expense reports and/or reconcile ÌÒñ«ÉçÇø credit card transactions. Budget managers will additionally learn how to approve expense reports.
Who should attend: Managers and support staff who have Travel and Expense reimbursements to submit and/or credit cards to reconcile.
Prerequisite: None
If you are registering for Finance Budget Management or E-procurement, you are required to take the online COA Training as a prerequisite.
If you have any questions regarding our classes, please call the Financial Information System department at ext. 22899, or send an email to FIS@pace.edu.