Focusing on your professional development
All courses held in Room 119, HRS Building, unless otherwise indicated
HR/Payroll Courses
Courses count toward Pro3 HR Certification
PST081 Payroll Distributions
Course available through e-learning
Designed for departmental staff responsible for their departments’ employee labor charges and cost allocations, this workshop covers how to navigate to UF Payroll Distributions—with opportunity to add and update a distribution.
PST093 Introducing GatorStart
Course available through e-learning.
This course will introduce GatorStart, UF's new 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.
PST094 Posting GatorJobs 2012
Course available through e-learning.
This course presents the new and improved GatorJobs job requisitioning and posting system upgraded on February 27. Learn the new screens and functionality for departmental job requisitioning, approval and posting and reviewing and selecting applicants for interview and hiring. New features are covered such as Search Committee Members, Ad Hoc Reports and using the Watch List. This course is required to obtain the roles UF_N_GJ_Department Admin or UF_N_GJ_Department Approver.
PST110 Time and Labor
Course also available through e-learning
Required for payroll processors and department administrators and recommended for all UF supervisors and managers, 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 Payroll Processor role.
PST151 HR/Payroll Upgrade Preview
Monday, April 16, 10:30 a.m. to 12:00 noon, 120 HRS Building
Friday, April 20, 10:30 a.m. to 12:00 noon, G001 McCarty Hall
Tuesday, April 24, 9:00 to 10:30 a.m., 120 HRS Building
This session also will be available as an online broadcast/recording. To access, choose the “ONLINE” option when registering via myUFL.
This session will provide a general introduction to the myUFL system changes that will result from the HR/Payroll Upgrade. As a first step in preparing campus for the September 2012 launch of the upgraded system, HR representatives will present overviews of payroll distributions, time and labor, job actions (ePAF), position actions, and additional pay.
PST220 Job/Position Actions
Course available through e-learning
In this course, participants will learn definitions of job codes and position numbers, the process for making changes to job classifications/position actions and subsequent approval process, and the appropriate use of Organizational Development and ePAFs. A recommended follow-up class to PST093 Introducing GatorStart.
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Fiscal Courses
PST073 Intro to Purchasing in myUF Market
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
Wednesday, July 11, 8:30 a.m. to 12:00 noon
Instructor: Karen Frank
This class is for shoppers, requestors, and approvers of the myUF Market system. Requestors must pass the assessment at the end to qualify for the requestor security role, UF_N_MKT_Requestor, in order to place orders. This class covers the User Profile, Searching, Vendor web sites, using Forms for services, rentals, and more. Learn purchasing policy, how to work with carts, and how to complete the requisition. Learn how to track your orders, run queries within myUF Market, the approval workflow steps, and how to fix a returned and a rejected requisition. This class covers how to get help, using further resources, and uses targeted simulations (UPK) of different parts of the system.
PST076 PCard For Travel
Course available through e-learning
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.
Required courses for a PCard for Travel and Commodities are:
- PST975 What PCard Holders Need (or PST075 prior to April 2011)
- PST076 PCard for Travel
- PST077 PCard for Commodities
PST077 PCard for Commodities
Course available through e-learning
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.
If you are applying for a PCard for Commodities, required courses are:
- PST975 What PCard Holders Need (or PST075 prior to April 2011)
- PST077 PCard for Commodities
PST120 Asset Management
Courses count toward Pro3 Fiscal Certification
Wednesday, May 23, 1:30 to 5:00 p.m.
Instructor: Sherry Adams
This hands-on session is for individuals who create requisitions and receive assets for their department. Attending “Introduction to Purchasing in myUF Market” is strongly recommended prior to attending this course.
PST130 Departmental Reconciliation
Courses count toward Pro3 Fiscal Certification
Wednesday, June 13, 8:30 a.m. to 12:00 noon
Wednesday, July 25, 8:30 a.m. to 12:00 noon
Instructor: Ted Griswold
In this class we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.
PST313 Managing M&S/Equipment Fees
Course available through e-learning
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.
PST501 myAssets Overview
Course available through e-learning
This overview introduces the new myAssets property system to Property Custodians and Contacts. Easy to use, this new tool will be accessible online through the internet 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.
PST922 Receiving Goods & Assets
Course available through e-learning
Courses count toward Pro3 Fiscal Certification
Required for the security role of UF_PO_RECEIVER, which is an end user role granting access to the Purchasing module to add/update receipts.
PST930 Travel and Expense
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
Wednesday, July 18, 1:30 p.m. to 5:00 p.m.
Instructor: Dianna Brook Covington
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
Course available through e-learning
This workshop is required for the UF_EX_MANAGER security role, an end-user role granting access to the Travel and Expense module to:
- 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 and Commitment Control
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
Wednesday, June 6, 8:30 a.m. to 12:00 noon
Instructor: Stephanie Nielsen
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
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
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 in 9.1
PST956 Online Journal Entry
Course available through e-learning
Courses count toward Pro3 Fiscal 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, UF_AP_VOUCHER_PROCESSOR, and UF_AR_CASHIER roles.
PST957 Spreadsheet Journal Import
Course available through e-learning
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.
PST960 PreAward: Grant Proposals
Course available through e-learning
This session is encouraged and appropriate for anyone with the security role of UF_GM_PROPOSALS, an end-user role for college and departmental users that grants access to the Grants module to:
- Create, copy, submit proposals
- Review proposal approval history
PST971 Paying Vendors (Accounts Payable)
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
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.
PST975 What PCard Holders Need
Course available through e-learning
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
Course available through e-learning
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. The course discusses what constitutes PCard misuse - both cardholder and verifiers/approvers 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.
If you are a PCard Verifier/Approver, required courses are:
- PST975 What PCard Holders Need (or PST075 prior to April 2011)
- PST076 PCard for Travel
- PST077 PCard for Commodities
- PST978 PCard for Approvers
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Enterprise Reporting Courses
PST117 Reporting: PowerPlay
Course counts toward Pro3 Fiscal Certification
Course also available through e-learning
Thursday, May 31, 8:30 a.m. to 12:00 noon
Instructor: Karen Brake
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.
PST910 Enterprise Reporting: Basics
Course counts toward Pro3 Fiscal Certification
Course available through e-learning
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 Enterprise Reporting: Query Studio
Course also available through e-learning
Courses count toward Pro3 Fiscal Certification
Thursday, July 12, 9:00 a.m. to 11:30 a.m.
Instructor: Scott Blades
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.
SecurityBRG300 Security Role Approvers
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
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
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)
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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