Finance/WebGUI


BUworks: Intro to WebGUI - FI

Intro to WebGUI - FI

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment;At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level: Intro
Expected duration: 2 hours

Description: We will explore and review WebGUI - ECC System navigation and functionality through the BUworks Central Portals financial tools and the Account Crosswalk (ACCT XWalk).  We will also explorer the useful SAP "Smart Tools" available for financial transactions, some examples are creating favorite folder, variants, User settings, and Services for Object features.

Target Audience:  New employees and/or employees who are not familiar or want to improve their skills in exploring and understanding SAP WebGUI ECC Financial system and the options available for end users.

Prerequisites/Requirements:  Confirmed with your manager or supervisor that this course is appropriate to your business role. 

Must have the Department Submitter Role (E.FI.Department_Submitter Role).   This role will allow access to the WebGUI ECC System.

For additional information click here WebGUI ECC systems or contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Journal Entry Lab

Journal Entry Lab

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment;At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level: Basic
Expected duration: 2 hours

Description: We will explore how to create, change, and use Journal Entries as part of the process to manage the accuracy of expenses charged to your cost objects. 

Target Audience:  departmental administrators with budget or grant responsibilities.

Prerequisites/Requirements:  Confirmed with your Manager and/or Supervisor that this course is appropriate to your business role. 

You must have the Department Submitter Role (E.FI.Department_Submitter Role).  This role will allow access to the WebGUI transactions which will be covered.

For additional information clidk here Journal Entry or contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Internal Service Request Lab

Internal Service Request Lab

Course type: Hands-on lab; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.                      
Course level: Basic                                        
Expected duration:  2 hours

Description: We will explore the Internal Service Request process and how to create and manage a request for services from an Internal Service Provider.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with requesting for services from an Internal Service provider.

Prerequisites/Requirements:   You have confirmed with your manager and supervisor that this course is appropriate to your business role. 

You are required to have the Internal Service Requester Role (E.FI.Internal_Service_Requestr - Role).  This role will allow access to the ISR via BUworks Central and WebGUI transactions.

For additional information click here Internal Service Requests or contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Funds Reservation

Funds Reservation

Course type: Hands-on lab; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level:  Basic
Expected duration: 2 hours


Description:  This functionality allows allocation of committed projected expenditures to a Cost Objects in the BUworks WebGUI ECC system; eliminating the need of a shadow system.  The results reflect the true available balance allowing for an accurate budgeted projection for your areas quarterly or annual budget confirmations.

Fund reservation transactions provide a manual method of committing known expenses throughout your annual budget year or grant duration.  It is an efficient and effective way to manage and maintain your departments operational and salary budgets.

Here are some examples of anticipated expenses that funds could be reserved for:  business related travel trips, college or department events, special research projects, salary, and departmental or research costs.

Target Audience: Departmental administrators with budget or grant responsibilities.

Prerequisites/Requirements:  Confirmation from employee’s manager that this course is appropriate to employee’s business role.  

You are required to at least have the Department Submitter Role. (E.FI.Department_Submitter - Role).

For additional information click here Funds Reservation or contact iguiller@bu.edu.
 

Sections

No sections are currently scheduled; please check back again soon!

BUworks: ISR Provider Fulfillment

ISR Provider Fulfillment

Course type: Hands-on lab where participants will use their own data in the production (live) environment for review; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level: Introduction
Expected duration:  2 hours

Description:  We will discuss ISR Provider "fulfillment" and "carryforward" process.

We will explore the process of creation of an Internal Service Request (ISR form) from a Boston University department and the process of posting charges and credits (billing) within the University’s financial system.  This procedure is beneficial during the reconciliation process.  Maintenance should be conducted at least on a monthly or quarterly basis and prior to year-end.

Target Audience:  Employees who are responsible for maintaining the billing process for an internal service provider department within Boston University.

Prerequisites/Requirements:  Confirm with your manager or supervisor that this course is appropriate to business role.  Review ISR Provider list to validate that your departments is an internal service provider. 

For online help information on click here ISR Provider fulfillment or contact iguiller@bu.edu.

Sections

Monday, August 31, 2015 1:00pm - 3:00pm
Medical Campus
Instructional Building room L1105, 72 East Concord.

BUworks: Journal Entry Workflow

Journal Entry Workflow

Course Type:  Hands on; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level: Intermediate
Expected duration: 1 1/2 hours

Description: We will review and explore the workflow process and options available for journal entries. 

Target Audience: Departmental administrators responsible for submitting and/or approving journal entries.

Prerequisites/Requirements:  Confirmation from your manager or supervisor of appropriate course for your business role. 

You are required to at least have the Department Approver Role (E.FI.Department_Approver - Role).  This role will allow access to WebGUI transactions that will be covered in the training session.

For additional information contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: PO Invoice Workflow

PO Invoice Workflow

Course Type:  Hands on; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level:  Intermediate
Expected duration:  1 1/2 hours

Description:  We will review and explore the workflow process for Purchase Order invoices. 

Notification are sent to shopper for PO invoices over and under $5,000.  PO invoices over $5,000 require department approval before Accounts Payable can release payment to the vendor. 

You also have the ability to place the vendor payment on hold if necessary.  This allows for the department to confirm goods or services have been received before releasing payment.  

Target Audience: departmental administrators with Purchase Order invoice approval responsibilities.

Prerequisites/Requirements:
Confirmation from supervisor or manager that this course is appropriate to business role. 

You are required to at least have the Department Submitter Role. (E.FI.Department_Submitter - Role).  This role will allow access to WebGUI transactions that will be covered.

For additional information click here PO invoice workflow or contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!

SAP Account Crosswalk - ACCT XWalk

Account Crosswalk - ACCT XWalk

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment; At times webinar trainings are offered, note the expected duration of time will decrease due to lack of of hands on lab activity.
Course level: Basic
Expected duration: 1 hour

Description: We will review the financial tool available for translation of legacy accounting codes to SAP codes or SAP accounting codes to legacy accounts.  The Account Crosswalk (ACCT XWalk) tool is available on the BUworks Central Portal. 

Target Audience:  Anyone responsible for departmental accounting codes within the SAP system or legacy systems. 

Prerequisites/Requirements:  Confirmed with your manager or supervisor that this course is appropriate to your business role. 

Must have Account XWalk tab accessible on the BUworks Central Portal web page.

For additional information click here ACCT XWalk translation tool or contact iguiller@bu.edu.

Sections

No sections are currently scheduled; please check back again soon!


Sourcing & Procurement


BUworks: Shopping Cart Creation (Basic) - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 1.5 hours

Description: We will explore the basics of shopping cart creation and how to find existing shopping carts. One example of each of the following item type will be covered: with free description, limit, and Terrier Marketplace. 

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with ordering goods or services for their department.

Prerequisites/Requirements:
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    At least minimal experience using SAP in their current business role(s). It is not necessary to have created shopping carts.
3.    Confirm that you have access to shopping carts:
  • Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Cart.
  • If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.
4.    Please review the following 3-minute videos before you attend:

Sections

Wednesday, September 9, 2015 10:00am - 12:00pm
Medical Campus
Instructional Building room L1105, 72 East Concord.
Thursday, September 10, 2015 2:00pm - 4:00pm
Charles River Campus
Cummington St. room B27, 111 Cummington Mall.
Tuesday, September 22, 2015 10:00am - 12:00pm
Online
Webinar room , .
Wednesday, October 14, 2015 10:00am - 12:00pm
Medical Campus
Instructional Building room L1105, 72 East Concord.
Thursday, October 15, 2015 2:00pm - 4:00pm
Charles River Campus
Cummington St. room B27, 111 Cummington Mall.
Wednesday, October 28, 2015 10:00am - 12:00pm
Online
Webinar room , .
Thursday, October 29, 2015 10:00am - 12:00pm
25 Buick St. room 371, 25 Buick St..
Monday, November 9, 2015 2:00pm - 4:00pm
25 Buick St. room 371, 25 Buick St..
Tuesday, November 10, 2015 10:00am - 12:00pm
Medical Campus
Instructional Building room L1110, 72 East Concord.

BUworks: Procurement Approvals - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment
Course level: All
Expected duration: 1.5 hours
Description: We will briefly cover shopping cart creation. Users will then be introduced to items to look for when approving their shopping carts such as: cost center, G/L, delivery address, notes, attachments, track changes, and other approvers. We will also cover purchase order approvals and invoice approvals.
 
Target Audience: Approvers that are required to approve shopping cart, purchase orders, and invoices.


Prerequisites/Requirements:

    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
    At least minimal experience using SAP in their current business role(s).
    Confirm that you have access to shopping carts and a worklist:
     - Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Cart.
     - If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.
    Please review the following 3-minute videos before you attend:
     - Introduction to the Procure-to-Pay Process
     - Ordering Goods and Services

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Shopping Cart Creation (Intermediate) - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Intermediate

Expected duration: 1.5 hours

Description: We will explore the intermediate functions of procurement through BUworks.  Items that will be covered include: user personalization, split cost distribution, add/remove approvers, copy and delete shopping carts, buy on behalf, edit shopping carts that are currently in approval, and create teams for team carts.

Target Audience
: Shoppers who have created more than 10 shopping carts and want to learn more about the available functionality.

Prerequisites/Requirements:

  1.     Confirm that you have completed the Shopping Cart Creation (Basic) course.
  2.     Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  3.     At least minimal experience using SAP in their current business role(s).
  4.     Confirm that you have access to shopping carts:
  •  Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Carts
  • If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.


    Please review the following 3-minute videos before you attend:

  •     Introduction to the Procure-to-Pay Process - http://www.bu.edu/buworks/help/guides/video/vi_p2p/index.html
  •     Ordering Goods and Services - http://www.bu.edu/buworks/help/guides/video/vi_ogs/index.html

 

Sections

Wednesday, September 16, 2015 10:00am - 12:00pm
Charles River Campus
Cummington St. room B27, 111 Cummington Mall.

Business Warehouse Reporting


BUworks: SRM Reporting for Shoppers and Approvers (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Supplier Relationship Management (SRM). We will use SRM reports to monitor and investigate purchasing activity that includes shopping carts, purchase orders, vendor invoices, order status, etc. Our exploration will include the Boston University Spend (BUS), Order Tracking, and Purchasing Document Lifecycle reports.

Target Audience: (1) employees who are reasonably new to the University or to their shopping role; (2) departmental managers or administrators who want to review SRM reporting basics.

Prerequisites/Requirements: 
1.    Confirm with your manager that this lab is appropriate to your business role.
2.    Confirm that you have access to the SRM reporting area:

  • Go to BUworks Central, click on Reporting, then click on the Supplier Relationship Management (Distributed) folder. Click on the first report in the list, Boston University Spend (BUS). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Supplier Relationship Management reports.

3.    Please review the following 3-minute videos before you attend:

Sections

Tuesday, September 15, 2015 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Payroll Reporting (Intro)

Payroll Business Warehouse Reports

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of employee labor distribution. We will investigate payroll by Organizational Unit and by Funds Center, which will allow us to view payments to students and employees beyond the Organizational Unit boundary. Reports examined will include the Labor distributions Payroll Inquiry by Employee (PA15) report and the Labor Distributions: Funds Center report.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) payroll coordinators or managers who want to review Payroll reporting basics.

Prerequisites/Requirements:

1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.


2. At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse (BW) report.


3. Confirm that you have access to the Payroll reporting area:

  • Go to BUworks Central, click on Reporting, then Human Capital Management (HCM), and then Personnel Administration. Click on the report Labor distributions Payroll Inquiry by Employee (PA15). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Payroll reports.

4.    Please review the following 3-minute videos before you attend:

Sections

Thursday, September 10, 2015 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Funds Management Reporting (Intro)

Funds Management Business Warehouse Reports (Basic)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Funds Management (FM) reports. Reports examined will be drawn from the New FM Account Summary area. We will focus on the Unrestricted Budget to Actual by Funds Center report suite, which provides views of budget and actual (revenue and expense) data from the summary level to the line item detail level. The Designated/Restricted fund report suite will also be considered.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with monitoring budgets and actuals (revenues and expenses) who want to review FM reporting basics.

Prerequisites/Requirements: 
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse report.
3.    Confirm that you have access to the FM reporting area:

  • Go to BUworks Central, click on Reporting, then Accounting (FI), and then New FM Account Summary Reports. Click on the first report in the list, Unrestricted Budget to Actual by Funds Center (FC). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Funds Management reports.

4.    Please review the following 3-minute videos before you attend:

Sections

Thursday, September 17, 2015 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Funds Management Reporting (Intermediate)

Funds Management Business Warehouse Reports (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Intermediate

Expected duration: 2 hours

Description: We will continue the exploration of Funds Management (FM) begun in the FM Basic lab, with a focus on month- or year-end close. In that context, we will explore how to find open commitments, journal entries, Internal Service Requests, etc.

With input from the attendees and the instructor, we will collaboratively develop answers to additional questions submitted by lab participants.

Target Audience: Employees who want to improve their skills in exploring and understanding Funds Management reports and data.

Prerequisites/Requirements:

1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    Prior completion of the Funds Management (Basic) course.
3.    Significant experience using existing BW Funds Management reports.

Sections

Wednesday, September 30, 2015 10:00am - 11:30am
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Grants Management Reporting for Administrators (Intro)

Grants Management Business Warehouse Reports (for Administrators)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Grants Management (GM). Reports examined will include the GM Budget vs Actuals report and the Faculty GM reports. We will explore budget and actual (revenues and expenses) activity at the grant, sponsored program, sponsored class, and G/L account levels.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) departmental grant administrators who want to review Grant Management reporting basics.

Prerequisites/Requirements: 

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse (BW) report.
  3. Confirm that you have access to the GM reporting area:
  • Go to BUworks Central, click on Reporting, then Accounting (FI), and then Grants Management (Distributed) Reports. Click on the first report in the list, Budget vs. Actuals. A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Grants Management reports.
  1. Please review the following 3-minute videos before you attend:

Sections

Tuesday, September 22, 2015 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Grants Management Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate.

Expected duration: 1.5 hours

Description: We will continue the exploration of Grant Management (GM) reporting begun in the GM lab for Administrators. With input from the attendees and the instructor, we will collaboratively develop answers to questions submitted by lab participants.

Target Audience: employees who want to improve their skills by exploring and understanding Grants Management report data. The lab is designed for administrators who need to dig deep into BW grants reports.

Prerequisites/Requirements:

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. Prior completion of a Grant Management (Administrator) course.
  3. Experience using existing BW Grants Management reports.

Sections

Monday, September 21, 2015 10:00am - 11:30am
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Payroll Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate.

Expected duration: 2 hours

Description: We will continue the exploration of Payroll reporting begun in the Payroll (Basic) lab. With input from the attendees and the instructor, we will collaboratively develop answers to questions submitted by lab participants.

Target Audience: employees who want to improve their skills by exploring and understanding payroll report data. The lab is designed for payroll coordinators who need to dig deep into BW payroll reports.

Prerequisites/Requirements:

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. Prior completion of a Payroll (Basic) lab.
  3. Experience using existing BW Payroll reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Sponsored Program/Research Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate

Expected duration: 2 hours


Description: workshop attendees will explore seven new or revised BW reports developed to provide proposal and award data to the research community. In addition to reviewing report functionality, we will also explore the data contained in the reports. Note: lab content is solely focused on proposal and award information and does not explore expense reporting.

Target Audience: members of the research community, including managers and administrators in central and distributed departments, who work with proposal and award data.

Prerequisites/Requirements:
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    Prior completion of a Grant Management (Administrator) course.
3.    Experience using existing BW Grants Management reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - by invitation only

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - intro/review

** Attendance is by invitation only per the Budget Office **

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: introductory

Expected duration: 2 hours

Description: this session will provide an overview of the two Position Budget reports. The session is intended for users who are reasonably new to the reports and/or anyone who would like a formal review of how to run the reports and understand the data they provide.

Using your own data, you will have an opportunity to explore the reports and to leverage them in addressing common use-case scenarios involving budgeted positions. The session will be jointly led by the BW instructor and members of the Budget Office staff.

Target Audience: senior managers responsible for developing departmental budgets.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Faculty Action Manager Reporting (Intro)

Faculty Action Manager Business Warehouse Reports (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2 hours

Description: We will explore the basics of Business Warehouse reporting (sorting / grouping, filtering, saving a view, etc.) in the context of using Faculty Action Management (FAM) reports. We will focus on the Faculty Roster and the Faculty Audit PA9001 Reports.

Target Audience: Faculty Action Managers who have not previously attended any introductory-level Business Warehouse Reporting training session.

Prerequisites/Requirements: 
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse report.
3.    Confirm that you have access to the FAM reporting area:

  • Go to BUworks Central, click on Reporting and then click on the Human Capital Management (HCM) sub-tab. Click on the first report in the list, Faculty Roster. A Variable Entry screen should be displayed. Click on the OK button. Data should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Funds Management reports.

4.    Please review the following 3-minute videos before you attend:

Sections

No sections are currently scheduled; please check back again soon!

BUworks: BW Employee Model Reporting for distributed users (Intermediate)

BW Employee Model Reporting for Distributed Users

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Intermediate

Expected duration: 2 hours

Description: We will explore the reports developed based on the HCM Employee Model, which provides extremely broad access to HCM data. While we will focus on the Employee Master Data reports, we will also take time to explore the remaining reports in the folder.

Target Audience: Payroll Coordinators and Managers

Prerequisites

1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.

2.    Significant experience using BW reports

3. Previous attendance in at least one Introductory-level BW training course.

 

Sections

No sections are currently scheduled; please check back again soon!


Human Capital Management


BUworks: HCM Overview Training

Topics to be covered will be

  1. Overview of Org Management Objects (Org Units, Jobs, Positions, Persons) and related forms( Create, Maintain, Delimit Positions)
  2. Overview of Personnel Actions (Hiring, Employee Position Update, Salary Cost Distribution, Additional/Recurring Payment, Leave of Absence(LOA) and Return from LOA, Transfer, Termination, Retirement)
  3. Inter-relationship between OM and PA forms
  4. Introduction to workflow concept and worklists

And 5. An overview of HCM training resources (process guides, videos and quick reference guides)

Sections

No sections are currently scheduled; please check back again soon!

Employee Absence Tracking Training

Sections

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BUworks: Nakisa Org Chart tool

Sections

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Concur Travel & Expense


Concur Travel Expense Drop in session

Not a full training. Available computer lab time for Concur users to get hands on help with their expense reports. Great opportunity for users to finish their first report or get assistance with complex travel.

Sections

No sections are currently scheduled; please check back again soon!

Concur Travel Expense Training

In depth Training and Demonstration of Concur Travel Expense. An end to end walk through of Expense Report creation and submission with a special focus on travel card transactions and profile settings.

Sections

No sections are currently scheduled; please check back again soon!