Recommended Fiscal Trainings

Shared Services Center

Procurement Services

Financial Analysis and Budget

Radical Financial Transparency
- Radical Financial Transparency FAQs
Budget Office
- University Budget Model Enhancement
- Adaptive Planning – 2024 Budget Needs Assessment

Finance and Accounting

Finance Strategy & Analytics

Overview

For classes where both in-person and online are offered, we highly recommend that you take the in-person version. The in-person training class offers the opportunity for interaction, questions, and additional discussions that are not possible online.

To register for a class, click on the “in-person” or “online” underneath the course name.

Please note, although this is a list of recommended training for fiscal staff, ultimately the training will depend on your role and should be discussed with your supervisor prior to attending classes or requesting associated security roles.

All Fiscal Staff

GBS111 – Welcome to UF and Getting Your Security Roles

This course introduces resources on campus and tips for getting your security roles. Participants will learn about the core offices, how to find your DSA, and where to go for additional training.

PRO302 – The Color of Money: A Guide to How Moneys May be Spent at UF

In-person and Online

This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Participants will learn about “allowable expenditures” for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions. The in-person class qualifies for CPE credit for Florida CPAs.

PRO304 – ChartFields: Navigating Financial Transactions at UF

This course will enable you to develop a basic understanding of the accounting structure, system, and concepts used to manage the financial transactions and flow of money at the university.

GBS112 – How Budgeting Works at UF

This course introduces how budgeting works at UF. Participants will learn about the budgeting model, budget terminology, and the budget timeline, as well as examples from myUFL.

PRO303 – Internal Controls at UF

Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments. This class qualifies for CPE credit for Florida CPAs.

PRO338 – Fraud Awareness Training

Fraud Awareness is a brand-new course intended for anyone with tier 1 or 2 fiscal responsibility. The course will define fraud, discuss the different types, and talk about why people commit fraud. This highly interactive course also covers the types of fraud that occur most frequently at UF and outlines strategies for preventing, detecting, and reporting fraud. Participants will have the opportunity to review and discuss specific case studies during the class. This class qualifies for CPE credit for Florida CPAs.

PRO305 – Procurement Policy – Procurement 101

Procurement 101 is an introduction and overview of the policies, regulations, and statutes that govern procurement at the University. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations, and tips for working with the UF Purchasing Department.

PRO306 – UF Travel Directives Workshop

Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a “how to” workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question…”What is allowed to be claimed in accordance with the UF Travel Directives?”

PRO335 – Disbursements Directives 101

Processing disbursements at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives who perform accounts payable duties.

PST501 – Property 101

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. After completing this course, participants will be able to:

Explain the differences between assets and property
Identify the different decals UF uses to identify and track department assets and attractive items
Summarize the responsibilities different individuals/groups have for managing and tracking property
Explain the importance of identifying and tracking property
Outline procedures for managing and tracking property
Determine what surplus property is, locate and use the UF Surplus Warehouse, and describe how users are authorized
List some resources they can access for assistance with property management

PST950 – Budget and Commitment Control

This interactive session covers UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.

ERA050 – Introduction to Enterprise Analytics

Learn the basics of using the Enterprise Analytics platform including navigation of the interface, opening a report, changing the homepage, and scheduling a report. This course also introduces dashboarding and interacting with your data through sorting and filtering techniques.

ERA100 – Enterprise Reporting: Dashboards

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.

Excel Trainings

Online and In-person

A variety of short Excel classes are available throughout the year hosted by the UFHealth Educational Technologies team. Class topics range from troubleshooting printing challenges and conditional formatting to creating pivot tables and dashboards.

UGO100 – Introduction to UFGO

This course is designed for all travelers and PCard holders. It provides an introduction to UF GO and highlights the features of the travel, PCard, and general reimbursement system. This course fulfills the requirement for the myUFL role: UF_N_TPS_USER.

Tier 1 Fiscal Employees

Trainings for Tier 1 and Tier 2 will vary based on your role in the department.

PST130 – Reconciliation for Tier 1

In this class, we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.

PST073 – Introduction to Procurement in myUF Marketplace

This course introduces the myUF Marketplace to employees designated as Requestors.

PST083 – myUF Marketplace

This online course provides information about the myUF Marketplace system. The myUF Marketplace will provide a user-friendly, streamlined way for departments to purchase and pay for goods and services. The Marketplace is a combination of myUF Market and myUF Payment Solutions. The adoption of the Marketplace represents UF’s ongoing commitment to initiatives that strategically reduce costs without sacrificing quality. This workshop is required for UF_N_MKT_FINANCIAL_APPROVER & UF_N_MKT_REQUESTOR security roles.

ADV006 – Fund Administrator Training

Essential online training outlining the policies and procedures for Fund Administrators across the University of Florida. This training is required for all myUF Marketplace users as a result of the elimination of the UFF-PA form.

PST956 – Journal Entry in myUFL

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 security roles.

PST021 – Making Deposits in myUFL

Designed for employees 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 Banking & Merchant Services (BMS), the six deposit methods, editing and correcting deposits, record retention and other necessary information.

PST120 – Asset Management: Purchasing and Acquisition of Assets

This hands-on session is for individuals who create requisitions and receive assets for their department. Completion of PST073 Introduction to Procurement is strongly recommended prior to attending this course.

PST502 – myAssets

In this course, participants will complete an overview of the myAssets property system, designed for departmental property custodians and contacts to control their department inventory. The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup. The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL.

TRM125 – Payment Card Security Awareness Training

Protecting our customers’ credit and debit card information is a priority at the University of Florida. This course covers the policies, procedures, and security measures – including the Payment Card Industry Data Security Standard (PCI DSS) – that are required of UF merchants to ensure cardholder data is kept secure and security breaches are avoided.

TRM200 – Explaining UF Cash/Check Controls

This interactive session is designed for those who handle, manage and/or deposit cash/checks at UF, and covers UF’s cash/check handling control requirements, including why these controls are so important. This course is required on an annual basis to obtain/retain the UF_AR_CASHIER role and is strongly encouraged for all other workforce members (employees, students or volunteers) who accept, record, reconcile, or review incoming receipts.

PST915 – Time and Labor

Required for payroll processors and department administrators to obtain the UF_TL_DEPT_PROCESSOR role and recommended for all UF supervisors and managers, this interactive session reviews leave policy and practices. Other topics include time-worked rules, reporting time in myUFL, using Time and Labor tools, managing exceptions, and approving time.

PST957 – Spreadsheet Journal Import

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.

PST971 – Paying Vendors

Online – Effective March 1, 2014, this course is for DSOs only.

In this interactive course, you will 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 security role.

UGO500 – PCards at UF: What Every PCard Holder Needs to Know

This course overviews why and how one may obtain a PCard as well as highlights key guidance and resources to use a PCard appropriately within UF GO—the University’s integrated travel and PCard system. Specific considerations and examples are provided for PCard misuse and how to navigate circumstances such as disputes and fraudulent charges. The course is successfully completed following review and acknowledgment of the appended Cardholder Agreement.

PST978 – PCard for Approvers/Reconcilers

This course covers the PCard Team’s purpose and support for the verifier/approver. Learn the responsibilities of the departmental verifier/approver and the steps for verifying/approving PCard transactions in myUFL. The course discusses what constitutes PCard misuse for both cardholder and verifiers/approvers, and what constitutes 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. Understand how to refer to helpful resources such as the PCard Index and the UF Directives and Procedures for guidance in compliance with PCard policies as well as getting instructional support from the myUFL Toolkits.

Tier 2 Fiscal Employees

Trainings for Tier 1 and Tier 2 will vary based on your role in the department.

ERA250 – Enterprise Analytics – Reporting

Enterprise Analytics introduces users to ways to create, enhance, customize, and manage reports and charts using Cognos Analytics – Reporting. Users will view demonstrations and work through scenarios that illustrate key introductory concepts while exploring the basics of the Reporting tool.

PST916 – Time and Labor Approvers

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 and to obtain the UF_TL_DEPT_APPROVER security role. This brief course covers the policies and procedures for accurately approving employee time and leave requests.

PST952 – Budget Transfer Processing

Learn how to transfer budget monies using either budget transfer or upload budget transfer processes.

PST985 – Commitment Accounting Basics (Part 1 of 2 Part Series)

In this session, participants will review how to complete Department Budget Table transactions. Designed for departmental staff responsible for their department’s employee labor charges and cost reallocations. This workshop covers the following basic Commitment Accounting concepts and actions involving Department Budget Tables USA:

Commitment Accounting Workflow
Job Data and Department Budget Tables
Entering a New Hire Commitment Accounting action and updating Department Budget Tables
Additional Pay, CAS Exemptions and College Work Study
Simple Retros
Missing Distribution Lists

This workshop is required to obtain the temporary UF_KA_DEPT_BUDGETING_TRAINEE security role. This role will allow access to complete all needed Commitment Accounting actions. This role will expire 90 days after receipt. To continue processing Commitment Accounting actions, complete PST986 Commitment Accounting Advanced prior to the 90-day expiration.

PST986 – Commitment Accounting Advanced (Part 2 of 2 Part Series)

In this session, participants will learn more advanced Commitment Accounting concepts and actions involving Department Budget Tables USA such as:

More advanced Retros
Cross College Distributions
Correcting and Editing Additional Pays
Future Edits
Enterprise System Reports & HRMS Queries

This workshop is required to obtain the permanent UF_KA_DEPT_BUDGETING_ADMIN security role. This role will allow access to complete all needed Commitment Accounting actions. PST986 Commitment Accounting Advanced must be completed within 90 days of obtaining the UF_KA_DEPT_BUDGETING_TRAINEE role.

PRO320 – UF Leave Policy

Designed for payroll processors, department administrators, and supervisors, this session provides an in-depth review of UF leave policy and facilitates a better understanding or FMLA and extended leaves of absence. For anyone who interacts with the myUFL Time and Labor module and/or manages time-worked and leave, this session is for you! Leave Policy is part of the Pro3 HR/Payroll track.

UBP100 – UF Budget Planner Training

This interactive course is designed for all budget officers who conduct budget processes for their unit, department, or college. After completing this course you will be able to explain the UF Budget Planner, describe the purpose of each sheet in the Planner, enter data appropriately, run reports, and explain the All Funds Budgets submission process.

UGO200 – UF GO: What Approvers Need to Know

Short course highlights the role of a Financial Approver to authorize Travel Requests and Expense Reports.

Sponsored Projects Training

For comprehensive Sponsored Projects training visit: https://learn-and-grow.hr.ufl.edu/toolkits-resource-center/sponsored-programs/

RSH200 – Managing Effort Reporting in myUFL

This session provides a comprehensive overview of Effort Reporting and its related business processes, including the Faculty Assignment Report, sponsored research commitments and effort certification.

RSH207 – Effort Commitments, Management, and Reporting

This session provides a “deep dive” into the most important aspects related to effort, including effort commitments and cost sharing. We’ll also discuss managing effort throughout the life of a sponsored project. Finally, we’ll explore a variety of case studies and practical examples.

RSH500 – Faculty Stewardship

This session covers key concepts related to effort reporting as well as cost principles for Principal Investigators and key personnel participating in sponsored programs.

Contacts

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Last Reviewed

Last reviewed on 03/20/2024