Shared Services provides training and resources designed to help you understand University financial processes and complete transactions correctly and efficiently. Whether you prefer instructor-led sessions or self-paced guides, these materials provide the foundation and support needed to navigate purchasing, payments, suppliers and travel activities.
Process Orientation
Process Orientation
Build a strong foundation through process orientation courses. These resources overview core purchasing and payment workflows, key policies, systems and support resources so you understand not just what to do, but how the pieces fit together. Modules are self-paced with some instructor-led sessions also available to fit your needs and schedule.
Getting Started
Get oriented to the policies, procedures and tools that support payments, and learn how to work effectively with the Shared Services team supporting Finance processes. Employees who submit or manage payments, reimbursements or purchase requests can learn more about Shared Services, available web application reports and finding support to manage transactions.
Payment Method Basics
New and experienced employees involved in purchasing or payments can learn more about the methods available to acquire goods and services and the payment mechanisms used to pay suppliers. This overview guides you through selecting the right purchasing and payment options, handling special or non-standard situations and identifying key resources for support when needed.
Required Overview Training
Getting Started with One Card
All new cardholders must complete required training before being issued a One Card (existing cardholders must also review annually) to understand the responsibilities and proper use of their One Card. See details about Applications & Getting Started for instructions on accessing and completing this foundational training.
Purchasing & Payment Training
Purchasing & Payment Training
Advanced Transaction Guidance
Purchases & Payments
Employees who process or review purchasing and payment transactions can explore the end-to-end processes within PeopleSoft. Learn how to navigate University guidelines, use reporting tools and apply practical tips to complete transactions more efficiently and accurately.
Suppliers Training
Suppliers Training
Setup Fundamentals
Learn practical tips for creating new suppliers, updating existing records and submitting payment requests while avoiding common errors. Employees responsible for supplier setup or payment processing will see live demonstrations in PeopleSoft, gaining hands-on experience navigating the system and applying best practices to manage transactions efficiently.
Instructions Guide
Walk through the steps for inviting new suppliers, tracking onboarding status and resolving common issues. Employees will see demonstrations in PaymentWorks, gaining hands-on experience to manage supplier information accurately, ensure compliance and efficiently onboard new suppliers.
Travel & Expense Training
Travel & Expense Training
Expense Reporting Foundations
Employee Reimbursements (T&E Part 1)
Learn how to navigate Travel & Expense policies, understand the roles and responsibilities of report creators and fiscal approvers and process reimbursements efficiently. Employees who submit or approve travel and expense reports will see live demonstrations in PeopleSoft, gaining practical tips and hands-on experience to apply best practices and complete transactions accurately.
Intermediate Card Management
One Card Reconciliation (T&E Part 2)
Learn about key One Card policies and procedures and how to reconcile transactions in PeopleSoft T&E using the My Wallet feature. Cardholders, entry delegates, project managers and fiscal reviewers will gain hands-on experience navigating web application reports to review and analyze One Card activity. New cardholders should complete initial cardholder training before attending.
PeopleSoft Financials Trainings & Guides
PeopleSoft Financials Trainings & Guides
Need help using PeopleSoft Financials? Whether you are a requester, approver, traveler or financial administrator, review our training library of videos and guides designed to walk you through key financial tasks with clear, step-by-step support.
For support with Shared Services processes, focus on key areas like mobile approvals, travel and expenses, procurement, accounts payable and suppliers. Find guidance on creating and approving requisitions and payment requests, managing travel authorizations and expense reports, reconciling card activity, completing receiving and voucher processes, maintaining supplier information and more.