Tag Archives: Open Labs

Finance Open Labs Scheduled

Open Labs

Several Finance Open Labs have been scheduled (as listed below). Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Finance System (CFS), including Finance Data Warehouse and Financial Transaction Services (FTS). Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions/travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections

Assistance

Employees in need of training to access the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. For a list of training courses required to access the Finance systems, see Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.

Schedule

Update: The October 19 Open Lab has been cancelled. We apologize for any inconvenience.

Finance Open Labs
Date Time Location
Fri, July 27 8 am to 10:30 am Clark Hall 505
Fri, Aug 10 8 am to 10:30 am Clark Hall 505
Fri, Aug 24 8 am to 10:30 am Clark Hall 505
Fri, Sept 7 8 am to 10:30 am Clark Hall 505
Fri, Sept 21 8 am to 10:30 am Clark Hall 505
Fri, Oct 5 8 am to 10:30 am Clark Hall 505
Fri, Oct 19 cancelled cancelled
Fri, Nov 2 8 am to 10:30 am Clark Hall 505
Fri, Nov 16 8 am to 10:30 am Clark Hall 505
Fri, Nov 30 8 am to 10:30 am Clark Hall 505
Fri, Dec 14 8 am to 10:30 am Clark Hall 505

 

Travel Open Labs Scheduled—Updated

  • Update on May 1: We have added an additional open lab scheduled for May 9. See table below for details.
  • Update on April 17: The open lab scheduled for April 18 has been cancelled. We apologize for any inconvenience.

Several Travel Open Labs have been scheduled. These are informal sessions open to all faculty and staff that use Travel Authorizations and Reimbursements in Financial Transaction Services.

No registration is needed. See schedule below. The first hour will be dedicated to presenting an overview of the new Travel Component. The remaining 2 hours will be reserved for questions and assisting users to create Travel Authorizations and Reimbursements.

Travel Open Labs
Date Time Location
Thurs, April 12 9:00 am to Noon Clark Hall 505
Wed, April 18 1:00 pm to 4:00 pm Cancelled
Wed, April 25 1:00 pm to 4:00 pm Clark Hall 505
Wed, May 2 9:00 am to Noon Clark Hall 505
Wed, May 9 1:00 pm to 4:00 pm Clark Hall 505

Open Labs for HCM 9.0 HR Processing – Updated!

Update Mar 28: The session scheduled for Thursday, March 29 has been cancelled.

Three open labs have been scheduled to help you with your Human Resources processes in the new HCM 9.0 environment (HSJPRD). Qualified trainers will be on hand to assist you with absence management, time and labor, recruitment, etc.

All labs will be held in Clark Hall 503 (the small CMS Training Room). No registration is required. Dates and times are below:

  • Tuesday, March 27:  1:30 pm – 4:00 pm
  • Wednesday, March 28:  9:00 am – 11:30 am
  • Thursday, March 29:  1:30 pm – 4:00 pm – this session cancelled

Finance Open Labs Scheduled

Several Finance Open Labs have been scheduled. Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Common Finance System (CFS), which includes the Finance Data Warehouse. We will also assist users who have access to Cognos Reporting and Financial Transaction Services (FTS).

Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions and travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections
  • Reviewing PO and requisition information in PeopleSoft

Be sure to bring your login information with you.

Finance User Open Labs
Date Time Location
Fri, Feb 10 9:00 am to 11:00 am Clark Hall 505
Fri, Feb 24 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 9 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 23 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 6 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 20 9:00 am to 11:00 am Clark Hall 505
Fri, May 4 9:00 am to 11:00 am Clark Hall 505
Fri, May 18 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 1 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 15 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 29 9:00 am to 11:00 am Clark Hall 505

 

Employees in need of training to access any of the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. You can find a list of training courses that are required to access the Finance systems at Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.