Available as an on-demand online course through myTraining
This course will cover the steps required to Create a UF Appointment using myUFL, GatorStart, and I-9 Management. The course also covers how to update Identity Management and prepare and submit the Hire an Employee ePAF. The course will review I-9 Management and E-Verify. Lastly, the course will cover checking Job Data, Time Reporter, and the importance of Commitment Accounting. There are certain salary plans that are excluded from GatorStart and these special exceptions will be covered as well. This course is required to obtain the UF_EPAF_Department Admin role or UF_EPAF_Level 1 Approver, which provides security to use ePAF in myUFL.
Counts toward Pro3 Certification
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.
Counts toward PRO3 Certification.
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.
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.
Available as an on-demand online course through myTraining
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.
Counts toward Pro3 Certification
Available 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.
Available as an on-demand online course through myTraining
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 Creating a UF Appointment, is required to obtain the UF_EPAF_Department Admin or UF_EPAF_Level 1 Approver security role.
Counts toward Pro3 Certification
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.
Counts toward PRO3 Certification.
Prerequisites: PST956 Journal Entry in myUFL AND TRM200 Explaining Cash/Check Controls
Available 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.
Available as an on-demand online course through myTraining
This course is designed to provide all UF employees with basic knowledge of how to identify and responsibly manage capital assets and attractive property at the University of Florida.
Counts toward Pro3 Certification
Available as an on-demand online course through myTraining
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.
Counts toward Pro3 Certification
Available as an on-demand online course through myTraining
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.
Counts toward Pro3 Certification
Available 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
Available 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.
Available as an on-demand online course through myTraining
In this interactive session participants will learn the manual journal entry process within myUFL, including when a manual journal entry is required, types of manual journal entries, the key steps for entering and editing journal entries, common errors, and how to search or correct posted journals. This workshop is required for the UF_GL_END_USER and UF_AR_CASHIER roles.
Counts toward Pro3 Certification
Available 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.
Available 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 PST083 myUF Marketplace.
Available as an on-demand online course through myTraining
This course is a refresher course for PCard participants who have previously taken the initial training courses required:
Cardholders are responsible for key PCard Policies and procedures for carrying and using a UF purchasing card, identifying ways of protecting the PCard, and procedures for lost or stolen PCards. The refresher also covers what constitutes misuse, and steps to resolve purchase disputes. Refer to the PCard Index, the UF Directives and Procedures, and the Florida Statutes for guidance in compliance to PCard policies.
This course is required training for those already holding a PCard, or those already approving, and as part of the PCard certification. This course should be retaken every two years.
Available 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.
Available 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.
Available as an on-demand online course through myTraining
Enterprise Analytics introduces users to the reporting dashboard through videos and interactive tutorials using IBM Cognos Analytics. Topics include an overview of the new analytics toolset; how to create, modify and save a customized dashboard; and setting your dashboard as a home page.
Instructor: Fran Fiorello
Available monthly in the Enterprise Analytics team in Microsoft Teams
The “Analysis Studio Quick Start Workshop” Is intended for experienced PowerPlay (FIT Cube) users. The workshop will focus on providing students with a fast-paced overview of the new Analysis Studio interface and how to complete basic tasks such as searching for data, adding data to the report layout, creating new views and running drill-through reports. A portion of the workshop will be dedicated to providing students time to recreate their personal FIT Cube views with the new Analysis Studio interface in Enterprise Analytics.
Instructor: Fran Fiorello
Also available as an on-demand online course through myTraining
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.
Counts toward Pro3 Certification
Instructors: Fran Fiorello
Available in the Enterprise Analytics team in Microsoft Teams
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.
Available as an on-demand online course through myTraining
This interactive session reviews the topics and skills necessary to serve as a role Requester (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.
Available as an on-demand online course through myTraining
This short interactive session reviews the topics and skills necessary to serve as a Primary Requester (Primary Department Security Administrator- Primary DSA): Managing the needs of the department’s roles, handling role certifications and removing roles. This minicourse is not mandatory.
Available 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.
Available 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.
Available 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.
Available as an on-demand online course through myTraining
This session is designed for departmental reviewers in the colleges who are responsible for providing internal course equivalencies for courses identified as ‘No Rule’ courses. It covers the history of articulation in the state of Florida, an overview of how articulation fits into the transfer evaluation process and admissions life cycle, and the process steps for articulating credit and assigning equivalency for ‘No Rule’ courses. This course is required for the UF_TE_DEPARTMENT role.
Available as an on-demand online course through myTraining
In this e-Learning course, users will learn how to:
Individuals who will be viewing charges in myUFL must complete BRS001 Student Financials in myUFL: Overview before requesting the security role to complete those tasks in myUFL.
Available as an on-demand online course through myTraining
In this e-Learning course, users will learn how to:
Individuals who will be entering and/or modifying charges in myUFL must complete BRS002 Student Financials in myUFL Part 2: Using the System before requesting the security roles to complete those tasks in myUFL.
Available as an on-demand online course through myTraining
This course reviews the processes of setting up graduate committees and inputting data from qualifying examinations and final examinations milestones. The course is intended for Graduate Coordinators and staff who enter and maintain graduate committees, qualifying examinations, and final examinations. This course is required for those seeking the UF_SR_Grad_Staff_User security role.
Available as an on-demand online course through myTraining
This course is appropriate for Special Program coordinators and those maintaining student groups. This course will teach you how to view, manage and load an external file to activate and inactivate students into student groups within myUFL.
This course is required training for individuals who maintain student groups and in order to obtain the UF_SR_STDNT_GROUP_UPD security role.
Available as an on-demand online course through myTraining
This training will walk you through the registration process in myUFL. It is intended for college and department staff who perform registration functions such as enrolling students in courses or dropping courses from a student’s schedule. Topics covered include:
Once you have completed the course and passed the assessment, you may request the following security roles:
Available as an on-demand online course through myTraining
The course scheduling process begins with colleges and departments entering their courses into myUFL. The course schedule editing period then closes for approximately four weeks, during which the Office of the University Registrar assigns classrooms appropriately based on room capacity, technology needs, etc. Once the room assignments are complete, the course schedule will reopen and colleges and departments will then be able to adjust room assignments and create additional sections as needed. This course focuses on the initial phase of course scheduling by colleges and departments in myUFL.
This course is required training for individuals who create their college or department’s course schedule and in order to obtain the UF_SR_SCHED_DEPT_USER security role.
Available as an on-demand online course through myTraining
This course covers the policies and procedures for the certification process for degrees, minors, and certificates, including preliminary preparation, preliminary certification, final preparation, and final certification.
This course is required for all college and department staff who certify students in preparation for graduation and in order to obtain the UF_SR_DEGREE_CERT security role.
Available as an on-demand online course through myTraining
Designed for college-level and department-level grade coordinators, this course explains the roles and responsibilities of both coordinators, outlines how to authorize access to the grading system, view grading calendars, use rosters for grading, and submit grades manually and via File Upload.
Available as an on-demand online course through myTraining
The Student Program/Plan component in the myUFL Student Information System (SIS) is used to maintain student majors, degrees, minors, and certificates. Accurate maintenance is crucial to represent students’ credentials sought and to enable registration, fees assessment, and transcript production. This online course explains the vocabulary, structure, and business processes associated with maintaining student program/plans. This course is designed for graduate coordinators, undergraduate advisers, and Office of the Registrar staff.
For undergraduate staff, the associated security roles is UF_SR_UGRD_ADV_UPD.
For graduate staff, the associated security role is UF_SR_GRAD_STAFF_USER.
Counts toward Pro3 Certification
Available as an on-demand online course through myTraining
This class will cover the basics of using UF’s academic advising systems in myUFL. It is required for those requesting access to degree audits and other advising functions.
Security Roles associated with the training
Available as an on-demand online course through myTraining
This course is designed for those who report scholarship awards in myUFL such as Scholarship Coordinators, Scholarship Selectors and Award File Viewers. After completing this course, you will be able to:
Available as an on-demand online course through myTraining
This training will walk you through scheduling a room in Ad Astra.
Instructors: Jodi L. Slapcinsky
The Student Program/Plan Component in the myUFL Student Information System (SIS) is used to maintain student majors, degrees, concentrations and minors. Accurate maintenance is crucial to represent students’ credentials sought and to enable registration, fees assessment, transcript production, degree evaluation and certification. This workshop will go over the business processes associated with maintaining graduate student program/plans. We will go over all of the types of Student Program/Plan updates that Departmental Users can make to a graduate student record and the important rules you have to follow. This course is designed for Graduate Staff and Graduate Coordinators.