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Training Resources

Overview: 

Training information regarding OneSource and the PeopleSoft system will need to be shared with the campus community. This page will contain information related to training resources including documents, resources and presentations.

Highlights:


 OneUSG Connect Training:

Description: A general overview of OneUSG Connect at UGA, including signing into the system, navigating in the system, clearing your cache, and viewing your system alerts. Course also demonstrates how to do the most common tasks in the system for employees, such as updating direct deposit information, entering time, and submitting leave requests.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: Course presents the June 2019 OneUSG Connect updates associated with Augusta University's implementation of the system that impacts UGA end-users within each system module.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Roles and Audience:
Suggested for all UGA faculty and staff. 

Description:
Training for employees to help them become familiar with the functionality of OneUSG Connect's Employee Self Service site to view their paystubs, set up or edit their direct deposit information, and more. Employees should choose the ESS course that best matches their position type (monthly-paid or biweekly-paid, benefitted or non-benefitted, faculty or graduate assistant).

Course Title Format/Location Date/Times Notes
Employee Self-Service MB:
Monthly Employee with Benefits
Self Service   OneSource Training Library
Recorded   Video Link
Employee Self-Service BB:
Biweekly Employee with Benefits
Self Service   OneSource Training Library
Recorded   Video Link
Employee Self-Service BNB:
Biweekly Employee without Benefits
Self Service   OneSource Training Library
Recorded   Video Link
Employee Self-Service FAC: Faculty Self Service   OneSource Training Library
Recorded   Video Link

Employee Self Service GA: Graduate Assistants

 

Self Service   OneSource Training Library
Recorded   Video Link

Description: Course covers benefits changes at UGA associated with the implementation of OneUSG Connect, including how you can access the Alight benefits site from the OneUSG Connect system.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: Course explains how to use the new Kaba biometric clock system to clock in and out during an employee shift.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Signing Your Faculty Contract in OneUSG Connect

Description: This course demonstrates how to view and sign your faculty contract on the Faculty Data Self Service page in OneUSG Connect.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Faculty Contract Delivery for Practitioners and Liaisons

Description: Course covers how the OneUSG Connect Faculty Data Self Service module will be used to enable faculty to receive their 2019/2020 fiscal and academic year contracts electronically. Contracts will be delivered for review, print, and signature in June 2019. Course explains the department review process and the faculty actions required in the system.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Prerequisites:
None. This course is a prerequisite to other HR/Payroll courses (excluding Employee Self Service) in OneUSG Connect.

Roles and Audience:
For supervisors with direct reports (reports to), Time and Absence Approvers, and System Managers.

Description:
Course provides an overview of the transition from legacy HR systems to the OneUSG Connect (HCM) HR/Payroll system.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: A course on how supervisors will approve their employee's reported time and employee leave requests using the Manager Self Service module in OneUSG Connect. This course will also cover how supervisors will view information about their team (direct reports) and manage their employee's schedules.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Manager Self Service for System Managers

Description: Course for HR System Manager who will use OneUSG Connect for HR-related processes in their departments. Includes managing position funding and adjusting employee time and leave balances.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

System Manager Update

Description: This course is an update to the original MSS for System Managers course, providing additional information on best practices for MSS transactions, new information on ad hoc salary change and supplemental pay, summer pay, and more.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link - coming soon
Interactive Webinar September 10 8:30 a.m. - 11:00 a.m. Click here to register

Reporting and Queries in OneUSG Connect

Description: Course reviews the queries available to System Managers via the System Manager Reporting page in OneUSG Connect.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Approving MSS Transactions

Description: Course covers the steps needed to approve Manager Self Service transactions initiated by System Managers, including guidelines to assist in making approval decisions.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Roles and Audience:
Only for individuals that are Time & Absence approvers that do not also have the HR Reports-To Supervisor role.

Description:
Course covers how Time & Absence Approvers approve time and absence requests for employees in OneUSG Connect.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Information relating to payroll processing, including schedule and queries that can be used to assist in payroll processing.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

UGAJobs Refresher for Initiators & Approvers

Description: Review of UGAJobs functionality including user access, position management, requesting to post, hiring proposals, and application management. Course is designed for legacy users of UGAJobs and includes changes to the system with the OneUSG Connect implementation in December 2018.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

UGAJobs Direct Hires for New Initiators & Approvers

Description: Presents UGAJobs functionality for new system users, including creating a new position, creating a direct hire posting, generating a hiring proposal, and managing applicants.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: The Job Data View role in OneUSG Connect allows view-only access to the HR Job Data screens. This is a visual representation, by individual employee, of data currently available in query format.  Access to this role is requested through a Security Request in Manager Self-Service. This course will explain this new role and demonstrate how to access job data.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

 UGA Financial Management System Training

Description: A general introduction to the UGA Financial Management (PeopleSoft) System, including logging in and basic navigation. Covers how (and why) to switch between fluid and classic views, how to use WorkCenters, and how to run reports. Open to all UGA employees.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: An overview of security and workflow in the UGA Financial Management System. Topics include assigning or removing approval roles, requesting temporary alternate approvers, and running security and workflow queries.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Presents the May 2019 UGA Financial Management System updates that impact end-users within each system module.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: OneSource 101 is designed for financial practitioners or employees who have primary job responsibilities in the UGA Financial Management System. It provides a general introduction to the system and includes information on basic navigation, the new Chart of Accounts format, the workflow that drives the approval process, the ways to report on financial data, and the use of the OneSource Training Library.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: An introduction to the different ChartFields and how they are used in the UGA Financial Management System. The course also covers how to use related shortcuts such as Accounting Tags and SpeedTypes.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Accounts Payable (Lecture + Workshop): Payment Requests and AP Journal Vouchers

Description: A course that covers Accounts Payable functionality for distributed departments in the UGA Financial Management System. Topics include creating and submitting payment requests to suppliers (vendors) through the AP module and doing adjustments via Journal Voucher (JV) to payments made through the Payment Request Center and UGAmart.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded - Lecture   Video Link
Recorded - Workshop   Video Link

Approving Accounts Payable Transactions

Description: This short course covers Accounts Payable (AP) functionality for AP Spend Approvers in UGA Financials, including reviewing and approving payment requests to suppliers (vendors) through the AP module. Also includes approving adjustments via Journal voucher (JV) to payments made through the Payment Request Center and UGAmart.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Accounts Receivable for AR Cohorts

Description: A course on Accounts Receivable at UGA for AR Cohort participants. Covers aging reports, creating and printing customer statements, creating Dunning letters, and using the AR Collections Workbench.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Billing for AR Cohorts

Description: A course on creating, reviewing, and monitoring billing activity in the UGA Financial Management System for AR Cohorts. This includes using the UGA customer request page, creating online bills, adjusting and crediting bills, reviewing summary and bill detail, reprinting invoices, and using the Billing Workcenter. It also covers the ability to process billing information within a unit.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: A course on editing asset (property) custodial records, including changing the location and custodian of an asset.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

TouchNet for Department Deposits

Description: A course on the use of the UGA Cash Management System (TouchNet) for departmental deposits, including preparing and submitting a deposit. Includes how to look up a deposit detail code or request a new one.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

TouchNet for AR Cohorts

Description: A course on the use of the UGA Cash Management System (TouchNet) for departmental deposits, including preparing and submitting a deposit. Includes how to look up a deposit detail code or request a new one. This course is relevant only to participants in AR Cohorts.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: An overview of Foundation funds within the UGA Financial Management System, including new Foundation Class Codes, changes to fund availability, and expenditures allowed in OneSolution or in UGA Financials.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Working with GL Journals

Description: A course on how to create and submit online and spreadsheet journal entries.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Approving GL and Budget Journals

Description: A course on how to review and approve or deny General Ledger Journals and Budget Amendments (journals and transfers).

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Maintaining SpeedTypes

Description: A course on how to request, add, and delete SpeedTypes and Accounting Tags.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Maintaining ChartFields

Description: A course covering the ChartField request process.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: This course covers the basics of where to find information in the UGA Financial Management System for financial and some compliance decisions. Users will learn to navigate the UGA Financial Management System grants module, including project budgets and awards pages. It also covers the personal Grants Workcenter along with other available tools. Formerly known as Grants Processing in University Departments.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Course providing guidance for Chief Business Officers performing Financial Review and Performance Procedures.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Course explains how to navigate and use the new Business Management Workcenter feature in the UGA Financial Management System to identify transaction workflow issues. Includes tutorials on how to run and understand the data that can be accessed through course queries, links, and reports.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Provides information relating to financial month end close, including procedures on how to close financial transactions each month and how to review/monitor your financial transactions each month.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link - coming soon
Interactive Webinar September 11 1:30 p.m. - 3:30 p.m. Click here to register

Description: A course covering how information moves through UGAmart into the UGA Financial Management System.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: A course on how to review project progress in the UGA Financial Management System.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Description: This course provides answers to frequently asked questions for financial management of study abroad and domestic field study programming at UGA.

Format/Location Date/Time Notes
Self Service   OneSource Training Library

Travel and Expense (Lecture + Workshop): Travel Authorizations and Expense Reports

Description: A course on creating and submitting travel-related documents for UGA employees, including travel authorities and expense reports. Also covers non-travel-related expenses for employees.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded - Lecture   Video Link
Recorded - Workshop   Video Link

Approvals for Travel and Expenses

Description: A short course that covers travel and expenses tasks for Expense Approvers in the UGA Financial Management System, including reviewing and approving travel authoritie, expense reports, and non-travel expenses for UGA employees.

Format/Location Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

 


Budget Management Training

Description: A general introduction to UGA's Budget Management System (Hyperion) for viewing and understanding current financial data, including budgets and actuals, converted to the new Chart of Accounts format. Includes an overview of new budget procedures that took effect July 1, 2018 with the UGA Financial Management System implementation.

Format/Location Date/Times Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Coming soon

Format/Location Date/Times Notes
Self Service   OneSource Training Library - coming soon
Recorded   Video Link - coming soon
Interactive Webinar September 30, 1:30 p.m. - 2:00 p.m. Click here to register

Description: A course covering how to manage your budgets using tools found in the UGA Financial Management System and UGA Budget Management System. Topics include creating, reviewing, and submitting online and spreadsheet budget journals and budget transfers. Course formerly known as Working with Budget Journals.

Format/Location Date/Times Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: A course on using the Smart View tool to review and analyze budget information in the UGA Budget Management System.

Format/Location Date/Times Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: This class will cover the budget planning and salary setting of the University of Georgia's FY2020 original budget using the UGA Budget Management System. This course is for budget development contacts and their teams, who have responsibility for overseeing and establishing the original budget for their school, college, or unit. Includes in-depth walkthroughs of various scenarios including the steps to review allocation sheets, provide salary setting and funding for employees, and develop the budget by chartstring.

Format/Location Date/Times Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: This course provides an overview of several reports and queries that may be helpful for the year-end budget review process. Also covers possible budget check errors and potential solutions.

Format/Location Date/Times Notes
Self Service   OneSource Training Library
Recorded   Video Link

 

Description: This course covers the requirements for your school/college/unit to stay in compliance with UGA's quarterly amendment to the Board of Regents and Governor's Office. Includes the UGA Budget Management reports that will be used to review a school/college/unit's balance. There will also be a discussion on best practices and resources to help avoid overdrafts.

Format/Location Date/Times Notes
Self Service   OneSource Training Library - update coming soon!
Recorded   Video Link - update coming soon!
In-Person @T&D Lab K September 10, 9:00 a.m. - 11:00 a.m. Click here to register
In-Person @ T&D Lab K September 11, 1:30 p.m. - 3:30 p.m. Click here to register
In-Person @ T&D Lab K September 12, 9:00 a.m. - 11:00 a.m. Click here to register
In-Person @ T&D Lab K September 17, 9:00 a.m. - 11:00 a.m. Click here to register
In-Person @ T&D Lab K September 18, 9:00 a.m. - 11:00 a.m. Click here to register
Interactive Webinar September 24, 1:30 p.m. - 3:30 p.m. Click here to register

Reporting and Data Warehouse

Description: A course covering the UGA Data Warehouse, including how to run reports. Includes an overview of other UGA Financial Management System reporting tools.

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: An introduction to the reporting tools available at UGA. Topics include how to select the appropriate reporting tools for the information you need, and how to how to run queries and reports in the OneSource systems.

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Audience: System Manager in OneUSG Connect

Description: Course reviews the queries available to System Managers via the System Manager Reporting page in OneUSG Connect.

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: This course provides an overview of several reports and queries that may be helpful for the year-end budget review process. Also covers possible budget check errors and potential solutions.

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Description: Explains the functionality of the Position Funding Cube, including an overview of major data types (ex: pay groups, benefits breakdowns, Empl ID, etc) using various examples and potential uses.

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link

Audience: UGA employees with remote access VPN (02 Restricted VPN Group)

Description: Course provides an overview of the updated Simpler system, including new apps that can be used to filter, group, and summarize data from the UGA Financial Management System

Format Date/Time Notes
Self Service   OneSource Training Library
Recorded   Video Link
Interactive Webinar August 21 1:30 p.m. - 3:30 p.m. Click here to register

Presentations/Recordings:

Documentation/Reference Information:

Page Last Updated: 08/15/19