Tag Archives: training

FIN007 Finance Overview for Managers Scheduled

Several FIN007 Finance Overview for Managers training course sessions have been set up (as listed below).  This training course is restriced to managers and academic department chairs.

To enroll in any FIN007 training session, you simply need to register for the FIN007 class in MySJSU using the instructions in Search for a Course and Enroll in a Session (pdf).

For assistance, contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530.

FIN007 Finance Overview for Managers
Session Date Time Location
0065 Wed, Aug 1 8:00 am to 9:30 am Clark Hall 505
0066 Wed, Aug 15 8:00 am to 9:30 am Clark Hall 505
0067 Wed, Aug 29 8:00 am to 9:30 am Clark Hall 505
0068 Wed, Sept 19 8:00 am to 9:30 am Clark Hall 505
0069 Wed, Oct 3 8:00 am to 9:30 am Clark Hall 505
0070 Wed, Nov 7 8:00 am to 9:30 am Clark Hall 505
0071 Wed, Dec 5 8:00 am to 9:30 am Clark Hall 505

MySJSU/HSJPRD 9.0 Overview Sessions Scheduled

Several MySJSU/HSJPRD 9.0 hands-off overview sessions (HCM999) have been scheduled and are intended to give you a glimpse at the new version of the PeopleSoft HCM software that will be delivered to campus in early March 2012. 

You will learn about new features and changes to existing functionality, including the new Self Service Absence Management pages.  This course is not required, but regular users of MySJSU/HSJPRD are encouraged to attend.

You must register to attend; the sessions are not walk-in.

Login to MySJSU/HSJPRD to view session dates and times and to enroll. Search for Course Code HCM999. See Search for a Course and Enroll in a Session (pdf guide) for assistance.

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.

FIN008 CFS Data Warehouse Training

In support of the CFS Data Warehouse, the CMS Training Team has scheduled several FIN008 CSU Finance Data Warehouse training sessions. These sessions provide training on the new financial data warehouse, as well as lab time to set up report defaults and work with your own data. This training is required to gain access to the CFS Data Warehouse. If you currently run Cognos Financial reports, you need to take this training.

  • Dates: Tuesdays & Thursdays, Oct 4 – Nov 17
  • Time: 8:30 a.m. – 11:30 a.m.
  • Location: Clark Hall 505
  • Prerequisites: None

Please note that pre-enrollment in these sessions is required. You must be enrolled at least 2 business days prior to the class session so we can create your access in the database. For instructions, see Search for a Course and Enroll in a Session (pdf).

If you already have access to CFS, you will not need to complete a System Access Request form (pdf). If you do not have access to CFS, bring a signed System Access Request form to your training session.

Contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 with any questions.