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HR/Payroll Courses

PST093 Introducing GatorStart

elearning Available as an on-demand online course through myTraining

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This course will introduce GatorStart, UF’s online system designed for employee onboarding, from the departmental perspective. It includes information on the collection of employee demographic data, preparation and submission of the Hire an Employee ePAF and completion of the new electronic I-9 form to ensure U.S. employment eligibility. This course is required to obtain the UF_EPAF_Department Admin role and UF_EPAF_ Level 1 Approver role, which provide security to use ePAF in myUFL.

PST098 Careers at UF

elearning Available as an on-demand online course through myTraining

This course covers the Careers at UF job requisition system that departments at UF use to post positions online for hire. In this course, you will learn how to create and process job requisitions for your department. You will also become familiar with approval workflow and how an applicant uses the system to search for jobs and submit applications. This course is required to obtain the UF_N_JRQ Department Req Orig and UF_N_JRQ Department Req Appr roles.

PST270 Academic Activities Reporting

elearning Available as an on-demand online course through myTraining

Academic Activities Reporting (AAR) is the process used to identify faculty who are teaching students and to record the contact hours associated with the instruction. This session introduces the AAR system and explains everything you need to know in order to get started. This course is required for Academic Activities Reporting coordinators seeking the role, UF_SA_AAR_COORDINATOR.

PST710 OPT for Department Administrators/Designees

elearning Available as an on-demand online course through myTraining

This course will cover the steps and levels involved in creating, submitting and transporting a promotion and tenure packet through the Online Promotion and Tenure (OPT) system for departmental OPT administrators/designees. Although this course is designed for department OPT administrators or their designees, department chairs/directors are also welcome to complete the course.

PST715 OPT for College Administrators/Designees

elearning Available as an on-demand online course through myTraining

This course will cover the steps and levels involved in creating, submitting and transporting a promotion and tenure packet through the Online Promotion and Tenure (OPT) system for college OPT administrators or designees.

PST915 Time & Labor

elearning Available as an on-demand online course through myTraining

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Counts toward Pro3 Certification

This interactive session reviews reporting and approving time and leave, managing exceptions, using time and labor tools and basic rules on leave policy and practice. This class is required to obtain the UF_TL_DEPT_PROCESSOR role.

PST916 Time & Labor Approvers

Avai

elearning

lable as an on-demand online course through myTraining

This required online course is designed for UF employees in supervisory roles (managers, deans, directors, department heads, VPs, etc.) responsible for approving time and leave. This brief, 20-minute course covers the policies and procedures for accurately approving employee time and leave requests. This class is required to obtain the UF_TL_DEPT_APPROVER security role.

PST920 Managing ePAF

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Available as an on-demand online course through myTraining

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Counts toward Pro3 Certification

This course reviews how to complete position and job actions through electronic Personnel Action Forms (ePAF) in myUFL. The session also covers policy and procedure for preparing the Additional Pay ePAF and how to obtain a UFID using the Person of Interest ePAF for a “non-employee.” Note that this training, together with PST093 Introducing GatorStart, is required to obtain the UF_EPAF_Department Admin or UF_EPAF_Level 1 Approver security role.

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Fiscal Courses

PST021 Making Deposits in myUFL

elearning Available as an on-demand online course through myTraining

This interactive session is designed for employees who make cash/check, credit card, EFT/ACH/wire or Cash Expense Refund deposits within myUFL. This course additionally covers important information about Treasury Management, editing and correcting deposits, deleting deposits, record retention and other necessary information. Prerequisites: PST956 Online Journal Entry AND TRM200 Explaining Cash/Check Controls.

PST076 PCard for Travel

elearning Available as an on-demand online course through myTraining

This course is required for those applying for a Travel and Commodity PCard and for all verifiers/approvers as part of the PCard certification. It covers key PCard Policies and procedures for carrying and using this type of UF purchasing card, such as policy for hotels, rental cars, airfare, gasoline, conference registrations and travel-related purchases. Learn how to refer to the PCard Index, UF Directives and Procedures for Travel and the Florida Statutes for Per Diem and Travel Expenses to help you remain in compliance with rules for using a UF PCard for Travel.

PST077 PCard for Commodities

elearning Available as an on-demand online course through myTraining

This course is required for those applying for a Commodity PCard and for all verifiers/approvers as part of the PCard certification. This course covers which expenses are allowable and non-allowable on the PCard and how to identify fund-conditional purchases. It also discusses being careful about conflict of interest and obtaining pre-approval with EH&S for controlled items, the steps needed upon receipt of your purchased items and how to refer to the PCard Index and the UF Directives and Procedures to help you remain in compliance with rules for using a UF PCard.

PST120 Asset Management: Purchasing and Acquisition of Assets

elearningAvailable as an on-demand online course through myTraining

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Counts toward Pro3 Certification

This hands-on session is for individuals who create requisitions, receive assets, and locate vouchers for assets for their departments. Learn how to identify an asset, asset accounting, and asset categories at UF. Attending PST073 Introduction to Purchasing in myUF Market is strongly recommended prior to attending this course.

PST310 Student Financials

elearningAvailable as an on-demand online course through myTraining

In this hands-on workshop, participants will learn how to:

  • Enter, modify, reverse and view charges
  • View payments
  • Access reports
  • Validate/Reconcile transactions using Enterprise Reporting

PST313 Managing Course Fees

elearningAvailable as an on-demand online course through myTraining

In this course, participants will complete an overview of the Material & Supply and Equipment Usage Fee system in myUFL. The course includes navigation, entering and updating fees, viewing existing fees, policies and expectations.

PST502 myAssets

elearningAvailable as an on-demand online course through myTraining

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Counts toward Pro3 Certification

This overview introduces the new myAssets property system to Property Custodians and Contacts. Easy to use, this new tool will be accessible online using a Gatorlink username and password. Property Custodians and Contacts can instantly get a listing of their department assets and filter the asset list with several different criteria including items still needing to be inventoried, location and user.

PST930 Travel & Expense

elearningAvailable as an on-demand online course through myTraining

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Counts toward Pro3 Certification

Designed for departmental staff who handle travel in their areas, this workshop introduces travel and expense processes. This workshop is required for the UF_EX_EMPLOYEE security role.

PST931 Travel and Expense Approver

elearningAvailable as an on-demand online course through myTraining

This workshop is required for the UF_EX_MANAGER security role, an end-user role granting access to the Travel and Expense module and for performing the following functions:

  • Approve, modify, review and print cash advances
  • Approve, modify, review and print expense reports
  • Review Expense Rpt Budget Exceptions
  • Review Travel Authorization Budget Exceptions
  • Approve, modify, review and print travel authorizations
  • Review Payments
  • User preferences
  • Review/edit profile

PST950 Budget & Commitment Control

elearningAvailable as an on-demand online course through myTraining

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Counts toward Pro3 Certification

Attend this workshop to learn about UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.

PST952 Budget Transfer Processing

elearningAvailable as an on-demand online course through myTraining

This interactive session covers the two methods of conducting budget transfers—Budget Transfer and Upload Budget Transfer—and is designed for those who must transfer budget monies within Commitment Control as part of their job duties. This course is required for budget officers within vice presidential units or college deans’ offices who have the responsibility of managing funds within the APPROP Ledger Group and core office users within the Office of Contracts & Grants and Finance & Accounting who complete Budget Transfers and require the UF_KK_BDGT_TRANSFER_PROCESSOR role.

Pre-Requisite: PST950 Budget & Commitment Control

PST954 UF Hyperion Budgeting

elearningAvailable as an on-demand online course through myTraining

This interactive session will cover the steps UF budget personnel must complete within the new UF Hyperion Budgeting application to manage budget planning and submission for each fiscal year. It includes coverage of the budget cycle, how to manage Budget Preparation and All Funds Budgets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View. This course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role.

PST956 Online Journal Entry

elearningAvailable as an on-demand online course through myTraining

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Counts toward Pro3 Certification

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. This workshop is required for the UF_GL_END_USER and UF_AR_CASHIER roles.

PST957 Spreadsheet Journal Import

elearningAvailable as an on-demand online course through myTraining

In this course, participants will learn the journal entry process for departments that have large journal entries of six lines or more including downloading and preparing the template, preparing and importing the Spreadsheet Journal into myUFL and completing journal edits, budget checks and posting.

PST967 myUF Payments for Reviewers

elearningAvailable as an on-demand online course through myTraining

This interactive session reviews the topics and skills necessary to review invoices in the myUF Payment Solutions system. This training aligns with the UF_AP_Reviewer role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, add supporting docs to invoices and vouchers, and view vendors.

PST970 myUF Payments for Approvers

elearningAvailable as an on-demand online course through myTraining

This interactive session reviews the topics and skills necessary to approve invoices in the myUF Payment Solutions system. This training aligns with the UF_AP_Approver security role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, view vendors, add GL allocations to invoices, approve invoices for payments, enter check requests for unencumbered payments, amend chartfields and budget check vouchers, add supporting docs to invoices and vouchers, create expense journals, and submit vouchers for payment.

PST971 Paying Vendors

elearningAvailable as an on-demand online course through myTraining

This course is for DSOs only. Learn how to process a voucher, gain voucher approval, obtain payment, sign up for exceptions notifications and identify budget errors. You will also learn how to complete an Encumbered Voucher, Unencumbered Voucher (Payment Authorization) and Expense to Expense Voucher (Inter-Departmental Expense Refund). This is a follow-up session to “Intro to Purchasing in myUF Market.” This workshop is required for the UF_AP_VOUCHER_PROCESSOR role. Employees in UFLOR who are responsible for reviewing or approving invoices for payment should complete PST967 myUF Payment Solutions for Reviewers or PST970 myUF Payment Solutions for Approvers.

PST975 What PCard Holders Need

elearningAvailable as an on-demand online course through myTraining

This course is required for those applying for a PCard and for all verifiers/approvers as part of the PCard certification. It covers key PCard Policies and procedures for carrying and using a UF purchasing card, identifying ways of protecting your PCard, procedures for lost or stolen PCards and cardholder’s transfer or termination. Learn about purchase limits, precautions for card use on the Internet, receipt requirements, what constitutes misuse and how PCards are paid and charges processed. The class also discusses steps to resolve purchase disputes as well as PCard voucher reports. Learn how to refer to the PCard Index, the UF Directives and Procedures and the Florida Statutes for guidance in compliance to PCard policies.

PST978 PCard for Approvers/Reconcilers

elearningAvailable as an on-demand online course through myTraining

This course is required for those applying to be verifiers/approvers as part of the PCard certification. It covers the PCard Team’s purpose and how they support you, it describes your role and responsibilities as departmental verifier/approver and explains the steps for verifying/approving PCard transactions in myUFL. This course discusses PCard misuse, including cardholders’ and verfiers’/approvers’ negligence as well as intentional abuse and fraud. Learn how to audit purchases to ensure compliance with UF PCard Policy and learn the steps for maintaining PCard supporting documentation for vouchers and using the PCard Paid Charges Aging Report. Learn how to refer to the PCard Index and UF Directives and Procedures for guidance in compliance with PCard policies.

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Enterprise Reporting Courses

PST117 Reporting: PowerPlay

Instructor: Fran Fiorello

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elearningAlso available as an on-demand online course through myTraining

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Counts toward Pro3 Certification

In this hands-on session, we explore PowerPlay Cubes and review the available content. Designed for the end-user on campus who needs to generate reports for his or her financial transactions.
Prerequisite: PST910 Reporting: Basics

PST910 Reporting: Basics

Instructor: Fran Fiorello

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elearningAlso available as an on-demand online course through myTraining

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Counts toward Pro3 Certification

For the end user who needs to generate basic reports for financial- or HR-related transactions, this session explores basic concepts associated with Enterprise Reporting and reviews the reporting content. Prerequisite to PST912 and PST117.

PST912 Reporting: Query Studio

Instructor: Fran Fiorello

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elearningAlso available as an on-demand online course through myTraining

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Counts toward Pro3 Certification

Introduces the Enterprise Reporting Query Studio tool with a brief overview of the Data Warehouse and a closer look at the various data packages. Become familiar with the Query Studio interface and complete exercises on query-building skills. This course is required to gain the UF_ER_CRN_Query_Studio security role.
Prerequisite: PST910 Reporting: Basics

PST919 Reporting Services Workshop

Instructors: Fran Fiorello

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Do you need help with Enterprise Reporting? Bring your questions to the Reporting Services team. During this workshop, you will receive one-on-one assistance with delivered and prompted reports, PowerPlay, and Query Studio.

 

Prerequisites: Completion of PST910 Reporting Basics and access to financial and/or HR information in Enterprise Reporting via the UF_FI_UNIVERSAL_INQUIRY role and/or any HR-related security role.

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Security

BRG300 Security Role Approvers

elearningAvailable as an on-demand online course through myTraining

This interactive session reviews the topics and skills necessary to serve as a UF Security Approver (or Conflict Approver) for security authorization roles within the myUFL system: internal controls, managing user security roles and quality assurance methods. This class is required to obtain the UF_SEC_APPROVER and UF_SEC_APPROVE_CONFLICTS (for Conflict Approvers only) roles.

BRG500 Identity Management Training

elearningAvailable as an on-demand online course through myTraining

This course is required for Identity Management (IdM) Coordinators (Directory Coordinators) who are responsible for adding and maintaining UF’s identity records.

BRG600 Identity Proofing

elearningAvailable as an on-demand online course through myTraining

This interactive session reviews the topics and skills necessary to serve as a UF Registration Authority (RA): Federated Identity Access Management, Identity Assurance Profiles and the identity proofing process. This class is required to obtain the UF_IDM_PROOFING_RA security role.

BRG900 Understanding Your DSA Role (Department Security Administrators)

elearningAvailable as an on-demand online course through myTraining

This interactive session reviews the topics and skills necessary to serve as a UF Department Security Administrator (DSA): internal controls, managing user security roles, conflict role process, HRMS/Grants Security setups and quality assurance methods. This class is required to obtain the UF_SEC_REQUESTOR and UF_ER_PA_APPLICATION_ACCESS roles.

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