Training and Assessment

The following links will take you to specific areas of training and assessment either required or recommended for using the PeopleSoft Financials software.  For Procurement Card training topics, see the Training for P-Card Users page.

 

Read Me First

 

Navigating in PeopleSoft

 

Purchase Requisition Topics

Adding a New Requisition - Part I
Adding a New Requisition - Part II (Multiple Budget Units)
Approving a Requisition
Reviewing a Requisition

 

Creating Receipts

 

Budget Review Training Topics

 

Budget Transfers

 

Travel Authorization Training Topics

Entering a Travel Authorization Request
Approving a Travel Authorization Request
Reviewing a Travel Authorization Request

 

Purchase Requisition Entry Assessment

A score of 75% on this assessment is required to gain access to the PeopleSoft Financials system. You can take the assessment as many times as you wish before submitting your certificate. Please read the "Read Me First" document on this page before you begin. 

Note:  Even though there are two assessment topics listed in UPK, only the "Adding a New Requisition" assessment is required to gain access to the Financial System.