Training Materials Search

All Decentral training resources

Finance

Accounts Payable	EPM	Expenses	Faculty Funds
Labor Distribution	Procurement

Human Resources

Absence Management	Compensation	Core HR	Payroll
Recruiting	Time and Labor

Other

General	Reporting
Chart of Accounts Resources

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General

• General

  Delegation

  Transactions can only be delegated to one individual. If you create multiple rules in an attempt to delegate the same workflow category to more than one person, the system will only process the first delegation rule.

  Only one workflow category can be delegated per rule. If you attempt to delegate multiple workflow categories to one or more individuals from the same rule, the system will not process any of the delegations.

  • HR Approver Delegation - Quick Reference Guide
  • Finance Approval Delegation - Quick Reference Guide

   Other

  • Approvers Overview
    • Requisitions, Invoices, Expense Reports, Supplier Requests, Budget Adjustments, etc. are all routed to an approver based on the approval workflow.
  • Approvals Overview - Video 
  • Glossary - Banner to Oracle Terms
  • Report Business Case Document - Job Aid
    • This job aid explains how to report a Business Case Document. It has descriptions of each available report and is an overview document. ​

 

Finance

• Accounts Payable

  • Approve Invoice Not Matched to a Purchase Order - Quick Reference Guide
  • Special Process Request, Check Requests, and Personal Services Wire - Job Aid
• EPM

  • SmartView Install and Setup - Job Aid
  • Setting User Preferences - Job Aid
  • Budget Requests - Job Aid
  • Position Budgets - Job Aid
  • General Form Navigation - Job Aid
• Expenses

  • How to Find Your Purchase Order - Quick Reference Guide
  • Personal Purchase on Corporate Card - Quick Reference Guide
  • Special Process Request, Check Requests, and Personal Services Wire - Job Aid
  • Manage Expense Reports - Quick Reference Guide
  • Manage Spend Authorization - Job Aid
  • Request Cash Advance - Video
  • Special Handling Request (Check Request/Personal Services)
  • Expense Delegation - Video
  • Travel Authorization Overview - Video
  • How to Enter a Travel Expense Claim - Job Aid
  • Travel and Expense Reports
    • This webinar-style recorded video     guides users through creating Expense Reports, travel authorization and documentation, expense types, and reimbursement policies.

  • To manage expenses from a mobile device, download the Oracle Fusion Expenses app (Google Play;   Apple).   While the main Oracle Fusion app supports many tasks, including time entry and leave or absence requests, it does not support expense functions. When setting up the app, please remember:  

    • Only this URL is accepted: https://fa-evyu-saasfaprod1.fa.ocs.oraclecloud.com 
    • Enter the URL on the third tab, which is the SSO tab. Leave the other tabs blank. 
• Faculty Funds

  • Close a Faculty Fund Project - Quick Reference Guide
  • Create a Budget Revision on Award's Project - Quick Reference Guide
  • Create an RFP Award and Project - Job Aid
  • Finding Project Values - Quick Reference Guide   
• Labor Distribution

  • Create a New Labor Schedule Version Correcting the Funding Sources - Job Aid
  • Manage Labor Schedules - Job Aid
• Procurement

  • Requester Overview - Job Aid 
  • Create Contracts - Job Aid
  • Create a Purchase Order from a Requisition - Quick Reference Guide
  • Outgoing Subaward Requisition Creation - Quick Reference Guide
  • Receiving for Preparers and Requesters - Quick Reference Guide
  • Receiving for Advanced Procurement Requesters - Quick Reference Guide
  • Outgoing Subaward Requisition Creation - Quick Reference Guide

 

Human Resources

• Absence Management

  • Check Absence Balance - Quick Reference Guide
  • Submitting an Absence - Quick Reference Guide
  • Submitting an Absence - Video
  • Approve Absence Entry - Quick Reference Guide
  • Managing Absences - Quick Reference Guide
• Compensation

  • View My Compensation - Quick Reference Guide
  • View Compensation and Manage Personal Information - Video
  • Manage Individual Compensation - Job Aid
• Core HR

  • View Directory - Quick Reference Guide
  • View Employment Information - Quick Reference Guide
  • Contract Extension (Faculty) - Quick Reference Guide
  • Change Assignment - Job Aid
  • Position Management - Quick Reference Guide
  • Manage Personal Information - Quick Reference Guide
    • Steps to Change Preferred First, Middle, and Last Name - Quick Reference Guide
• Payroll

  • Employee W-2 Delivery Preferences - Quick Reference Guide
  • Employee Update W-4 - Quick Reference Guide
  • Updating and Adding Banks for Direct Deposit - Quick Reference Guide
  • View My Paystub - Quick Reference Guide
• Recruiting

  • Overall Recruiting Flow for Staff, Faculty, Graduate Research Assistants, Adjunct and Uncompensated Nonworkers - Candidate Application Process - Job Aid
• Time and Labor

  • Using the Web Clock (Non-Exempt) - Quick Reference Guide
  • Create, Edit, and Approve Time Cards - Quick Reference Guide
  • Time Card - Create, Edit, and Submit via Self-Service (Non-Exempt) - Quick Reference Guide
  • Time Card Use via Self-Service - Video
  • View Overtime and Comp Time - Quick Reference Guide
  • Viewing Overtime and Compensatory Time Earned for an Employee - Quick Reference Guide
  • Self-Service Pay - Video

 

Reporting

• Reporting

  • Reporting Hub - Quick Reference Guide
  • Report Business Case Document - Job Aid
    • This job aid explains how to report a Business Case Document. It has descriptions of each available report and is an overview document. 
  • HR Business Case Document - Job Aid
  • Award and Project View - Quick Reference Guide
  • Business Managers - Budget vs Actuals Dashboard - Quick Reference Guide
  • Campus Budget vs Actuals Dashboard - Quick Reference Guide