What Training Should I Take?

Updated 1/14/08

Below is a chart that describes various job responsibilities and the training that will help you prepare for them. For each job responsibility, the training classes or workshops should be taken in the sequence shown.

To Read Class Descriptions, click on the name of the course or workshop.

To Register or Cancel, return to the main HR & Financials Training page.

Job Responsibility	Recommended Training Classes are listed in the order they should be taken	Training Series
Reconciling Department Fiscal Records to Detail GL Reports	University Business Expenditure Policies	Financial Concepts and Policies
	Debits and Credits	Financial Concepts and Policies
	Accounting at OSU	Financial Concepts and Policies
	Using eReports Portal	Reporting Training
	Using General Ledger Reports	Financial Concepts and Policies
	The Reconciliation Process	Financial Concepts and Policies
	HR/GL Financial Reconciliation Reports Click to access these online materials.	Administrative Systems ASSIST
Enter Journals in the Financials System	Debits and Credits	Financial Concepts and Policies
Enter Journals in the Financials System	Journal Entry, Inquiry, and Approval	General Ledger System Training
Approving Journals in the Financials System	Introduction to Your Business Responsibilities at OSU	Financial Concepts and Policies
	University Business Expenditure Policies	Financial Concepts and Policies
	Debits and Credits	Financial Concepts and Policies
	Journal Entry, Inquiry, and Approval	General Ledger System Training
Working with Invoices, Payment Requests and Other Payment Methods	University Business Expenditure Policies	Financial Concepts and Policies
	The Procurement & Payment Process	Financial Concepts and Policies
Enter Deposits or Other Bank Activities in the Financials System	Debits and Credits	Financial Concepts and Policies
	Deposits	General Ledger System Training
Managing General Funds	Debits and Credits	Financial Concepts and Policies
	Accounting at OSU	Financial Concepts and Policies
	Using eReports Portal	Reporting Training
	Using General Ledger Reports	Financial Concepts and Policies
	The Reconciliation Process	Financial Concepts and Policies
	General Funds Budgets	Budget System Training
	Budget and Fund Transfers	Budget System Training
Managing an Earnings Fund	Debits and Credits	Financial Concepts and Policies
	Accounting at OSU	Financial Concepts and Policies
	Using eReports Portal	Reporting Training
	Using General Ledger Reports	Financial Concepts and Policies
	The Reconciliation Process	Financial Concepts and Policies
	Earnings Operations at OSU	Financial Concepts and Policies
	Earnings Budgeting	Budget System Training
	Budget and Fund Transfers	Budget System Training
	Tax Obligations and Compliance at OSU	Financial Concepts and Policies
Working with Endowments and Gifts - Development or Administrative Perspective	Stewardship of Endowment and Gift Funds	Financial Concepts and Policies
Working with Endowments and Gifts - Fiscal Perspective	Debits and Credits	Financial Concepts and Policies
	Accounting at OSU	Financial Concepts and Policies
	Using eReports Portal	Reporting Training
	Using General Ledger Reports	Financial Concepts and Policies
	Stewardship of Endowment and Gift Funds	Financial Concepts and Policies
Managing Receivables	Debits and Credits	Financial Concepts and Policies
	Accounting at OSU	Financial Concepts and Policies
	Using eReports Portal	Reporting Training
	Using General Ledger Reports	Financial Concepts and Policies
	Earnings Operations at OSU	Financial Concepts and Policies
	Accounts Receivable and Accounts Receivable Collection Services	Financial Concepts and Policies
	Journal Entry, Inquiry, and Approval	General Ledger System Training
Enter Requisitions in the Financials System	University Business Expenditure Policies	Financial Concepts and Policies
	The Procurement & Payment Process	Financial Concepts and Policies
	Requisition 1	Procurement System Training
	Requisition 2	Procurement System Training
	Requisition 3	Procurement System Training
	Procurement Inquiry and Approval, for Requisitioners and Approvers	Procurement System Training
Enter Purchase Orders in the Financials System - Delegated Buyer Get more information on becoming a Delegated Buyer	University Business Expenditure Policies	Financial Concepts and Policies
	The Procurement & Payment Process	Financial Concepts and Policies
	Requisition 1	Procurement System Training
	Requisition 2	Procurement System Training
	Requisition 3	Procurement System Training
	Purchase Order 1	Procurement System Training
	Purchase Order 2	Procurement System Training
	Procurement Inquiry and Approval	Procurement System Training
Managing assets and using the Asset Management System	Managing Your Department's Capitalized Equipment	Financial Concepts and Policies
Managing assets and using the Asset Management System	Asset Management	Procurement System Training
Creating Receipts in the Financials System	Receipts	Procurement System Training
Managing Human Resources Processes	Manage Positions and Create Job Openings	Human Resources System Training
	Hire an Employee	Human Resources System Training
	Manage Job Data	Human Resources System Training
	Manage Additional Pay	Human Resources System Training
	Using eReports Portal	Reporting Training
Managing Timekeeping	Manage Timekeeping	Human Resources System Training

If you have questions, please direct them to the following contacts:

Financial Concepts and Policies	Susan Litton	292-5211	litton.1@osu.edu
Human Resources System Training	HRIT	688-0130	help@hr.osu.edu
Budget System Training	Jean McKenzie	688-3838	mckenzie.3@osu.edu
General Ledger System Training
Procurement System Training
Reporting Training
Purchasing Card/Reallocator Training	Marie Peterson	292-9425	peterson.265@osu.edu
Travel Policy System Training

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