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Training For Financials System

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Training for Financials System

Training is required before a person will be given access to the new PeopleSoft Financials system and is available on the Library Tab of the OnPoint LMS at onpoint.ou.edu or onpoint.ouhsc.edu.  

Manuals and Job Aids are available at Compass Manuals and Job Aids

  • These courses are based on your role.  Information is available on the HSC Financial Services Page. and on the Norman Campus Financials Services Web Page.
  • Online training will be deployed through the OnPoint LMS.  Notifications for availability of the training will be sent in late June. 
  • Hands on Labs will be scheduled after the implementation data for users to bring real world tasks and recieve help on completing the tasks such as reconcilliation in the system. 

 

Each class taken builds your Roles and Abilities.  For example, if you need to be able to enter cost transfers, payments, and requisitions you will need to enroll in Introduction to PeopleSoft, Cost Transfer, and Procure to Pay.

  • Introduction to PeopleSoft
    • This class is designed to present PeopleSoft to the new user on campus.
    • This class will help educate the participant about PeopleSoft and introduce the concepts and basic navigation. General information about Financials including budgetary control, chartfield spread information, queries, and how to find information on the Financial Services website will also be included.
    • Roles and Abilities:  Run Queries, Review Budget Details
       
  • Cost Transfer
    • This class is designed to present information on how to enter a cost transfer for non-payroll transactions and payroll transactions.
    • Roles and Abilities: Run Queries, Review Budget Details, Enter Cost Transfers
       
  • Procure to Pay
    • This class is required for all individuals who will be creating or approving Please Pay Vouchers in the PeopleSoft Accounts Payable application, or who will be creating or approving requisitions in the PeopleSoft Purchasing application.
    • The trainer will go through the functionality of the PeopleSoft application with a detailed review of the panels and fields. Participants will learn importance of the vendors, search options, and the processes to request an update to a vendor file as well as how to enter, save, update, and inquire a Please Pay Voucher.  The trainer will go through the functionality of the PeopleSoft application with a detailed review of the panels and fields that you will utilize when approving Please Pay Vouchers. The trainer will take the participant through the functionality of the application with a detailed review of the panels and fields. The participant will learn how to enter, save, budget check and print a requisition. The trainer will take the participant through the functionality of the application with a detailed review of the panels and fields. The participant will learn how to access their work list, review list, approve, recycle, or deny a requisition.
    • Roles and Abilities: Run Queries, Review Budget Details, Review Suppliers, Enter Payments, Enter Requisitions
       
  • Approver
    • The classes for approval will be broken up by module.  The classes will go over the approval of Payments, Requisitions, Cost transfers, and Service Unit Requests (OUHSC Campus Only).
    • You will only be required to review the training videos for which you are requesting access to.
    • Roles and Abilities: Run Queries, Review Budget Details, Approve Payments, Requisitions, Cost Transfers, and Service Unit Requests (OUHSC Campus Only).

  • Cash Receipts
    • Note: Cash Receipts training is not in the OnPoint LMS.  Cash Receipts training is offered through live Zoom classes.  Invitations to attend Cash Receipts training will be sent to all PeopleSoft and Crimson Corner users. 
    • The Cash Receipts training class consists of a single panel that must be completed to provide the information required by the Bursar to post a receipt to the PeopleSoft Financial System.
    • Participants will learn how to complete the panel, make corresponding deposits, and verify the deposit has been posted to the system. Tulsa employees will need to obtain permission from the Bursar Manager in order to gain access and/or attend training.
    • Roles and Abilities: Run Queries, Enter Cash Receipts
    • Video recording of Norman Cash Receipts Class
    • Video recording of HSC Cash Receipts Class

 

PeopleSoft Financials Ask The Expert Video Calls

 

Information is available on the HSC Financial Services Page and on the Norman Campus Financials Services Web Page.