Elevate: FIN General User Training will be offered beginning September 8, and will continue through the end of October, with an additional webinar session being held in November. Training will be delivered via three specific formats: a workshop, a structured lab, or a webinar. Why are we offering webinars? Because many of you have asked for them!
Webinars
Overview
The purpose of this workshop is to provide participants with a demonstration of PeopleSoft Finance System navigation, Business Unit and Set ID, personalizing homepages, workcenters, and inquiry.
Register for an Overview webinar
Grants Portal
The purpose of this workshop is to provide department research administrators and PIs with a demonstration of how to navigate the PeopleSoft Finance System Grants portal, utilize the Grants workcenter and dashboards, and run and interpret Grants reports.
Training Update: Grants Portal training will be offered after go-live.
What’s a webinar?
A webinar is a live online meeting using GoToWebinar. You join the meeting from a link, and you’ll be taken into a virtual room. In a typical webinar, a hosting presenter will be able to speak, share their screen or a document, and interact with participants. Participants can use a chat window to ask questions...or ask questions via telephone. The webinars are recorded, so you can review the content after the fact.
What can you expect from Elevate: FIN webinars?
We try to make our webinars as engaging as possible, with good content and lots of chances to interact. You’ll be able to ask questions and get answers.
In-Person Training
Overview
The purpose of this workshop is to provide participants with a demonstration of PeopleSoft Finance System navigation, Business Unit and Set ID, personalizing homepages, workcenters, and inquiry.
Journal Entry
The purpose of this structured lab is to provide participants with a hands-on environment to learn the key skills they need in order to create all types of journal entries, edit and resolve journal entry errors, copy journal entries, post journal entries, utilize journal entry approvals and workflow, workcenters, create a spreadsheet journal entry, and add and view attachments to journal entries.
Grants Portal
The purpose of this workshop is to provide department research administrators and PIs with a demonstration of how to navigate the PeopleSoft Finance System Grants portal, utilize the Grants workcenter and dashboards, and run and interpret Grants reports.
Training Update: Grants Portal training will be offered after go-live.
Registration is available now!
Even though training doesn't begin until September, you can register for in-person sessions now!
Jump to October on the Elevate: FIN calendar for more information and to register