What Training Should I Take?

Updated 6/15/09

Below is a chart that describes various job responsibilities and the training that will help you prepare for them. For each job responsibility, the training classes or workshops should be taken in the sequence shown.

To Read Class Descriptions, click on the name of the course or workshop.

To Register or Cancel, return to the main Training page.

Job Responsibility	Recommended Training Classes are listed in the order they should be taken	Training Series
Reconciling Department Fiscal Records to Detail GL Reports. Recommended training: Compliance and Privacy Training.	University Expenditures Policy	Financial Concepts and Policies; Compliance and Privacy Training
	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Accounting at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
	Using General Ledger Reports	Financial Concepts and Policies; Compliance and Privacy Training
	The Reconciliation Process	Financial Concepts and Policies; Compliance and Privacy Training
	HR/GL Financial Reconciliation Reports Click to access these online materials.	Administrative Systems ASSIST; Compliance and Privacy Training
Enter Journals in the Financials System. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Journal Entry, Inquiry, and Approval	General Ledger System Training; Compliance and Privacy Training
Approving Journals in the Financials System. Recommended training: Compliance and Privacy Training.	Introduction to Your Business Responsibilities at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	University Expenditures Policy	Financial Concepts and Policies; Compliance and Privacy Training
	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Journal Entry, Inquiry, and Approval	General Ledger System Training; Compliance and Privacy Training
Working with Invoices, Payment Requests and Other Payment Methods. Recommended training: Compliance and Privacy Training.	University Expenditures Policy	Financial Concepts and Policies; Compliance and Privacy Training
	The Procurement & Payment Process	Financial Concepts and Policies; Compliance and Privacy Training
Enter Deposits or Other Bank Activities in the Financials System. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Deposits	General Ledger System Training; Compliance and Privacy Training
Managing General Funds. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Accounting at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
	Using General Ledger Reports	Financial Concepts and Policies; Compliance and Privacy Training
	The Reconciliation Process	Financial Concepts and Policies; Compliance and Privacy Training
	Budget and Fund Transfers	Budget System Training; Compliance and Privacy Training
Managing an Earnings Fund. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Accounting at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
	Using General Ledger Reports	Financial Concepts and Policies; Compliance and Privacy Training
	The Reconciliation Process	Financial Concepts and Policies; Compliance and Privacy Training
	Earnings Operations at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Earnings Budgeting	Budget System Training; Compliance and Privacy Training
	Budget and Fund Transfers	Budget System Training; Compliance and Privacy Training
	Tax Obligations and Compliance at OSU	Financial Concepts and Policies; Compliance and Privacy Training
Working with Endowments and Gifts - Development or Administrative Perspective. Recommended training: Compliance and Privacy Training.	Stewardship of Endowment and Gift Funds	Financial Concepts and Policies; Compliance and Privacy Training
Working with Endowments and Gifts - Fiscal Perspective. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Accounting at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
	Using General Ledger Reports	Financial Concepts and Policies; Compliance and Privacy Training
	Stewardship of Endowment and Gift Funds	Financial Concepts and Policies; Compliance and Privacy Training
Managing Receivables. Recommended training: Compliance and Privacy Training.	Debits and Credits	Financial Concepts and Policies; Compliance and Privacy Training
	Accounting at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
	Using General Ledger Reports	Financial Concepts and Policies; Compliance and Privacy Training
	Earnings Operations at OSU	Financial Concepts and Policies; Compliance and Privacy Training
	Accounts Receivable and Accounts Receivable Collection Services	Financial Concepts and Policies; Compliance and Privacy Training
	Journal Entry, Inquiry, and Approval	General Ledger System Training; Compliance and Privacy Training
Enter Requisitions in the Financials System. Recommended training: Compliance and Privacy Training.	University Expenditures Policy	Financial Concepts and Policies; Compliance and Privacy Training
	The Procurement & Payment Process	Financial Concepts and Policies; Compliance and Privacy Training
	Requisition 1	Procurement System Training; Compliance and Privacy Training
	Requisition 2	Procurement System Training; Compliance and Privacy Training
	Requisition 3	Procurement System Training; Compliance and Privacy Training
	Procurement Inquiry and Approval	Procurement System Training; Compliance and Privacy Training
Enter Purchase Orders in the Financials System - Delegated Buyer. Recommended training:Compliance and Privacy Training. Get more information on becoming a Delegated Buyer	University Expenditures Policy	Financial Concepts and Policies; Compliance and Privacy Training
	The Procurement & Payment Process	Financial Concepts and Policies; Compliance and Privacy Training
	Requisition 1	Procurement System Training; Compliance and Privacy Training
	Requisition 2	Procurement System Training; Compliance and Privacy Training
	Requisition 3	Procurement System Training; Compliance and Privacy Training
	Purchase Order 1	Procurement System Training; Compliance and Privacy Training
	Purchase Order 2	Procurement System Training; Compliance and Privacy Training
	Procurement Inquiry and Approval	Procurement System Training; Compliance and Privacy Training
Managing assets and using the Asset Management System. Recommended training: Compliance and Privacy Training.	Managing Your Department's Capitalized Equipment	Financial Concepts and Policies; Compliance and Privacy Training
	Asset Management	Procurement System Training; Compliance and Privacy Training
Creating Receipts in the Financials System. Recommended training: Compliance and Privacy Training.	Receipts	Procurement System Training; Compliance and Privacy Training
Managing Human Resources Processes. Recommended training: Compliance and Privacy Training.	Manage Positions and Create Job Openings	Human Resources System Training; Compliance and Privacy Training
	Hire an Employee	Human Resources System Training; Compliance and Privacy Training
	Manage Job Data	Human Resources System Training; Compliance and Privacy Training
	Manage Additional Pay	Human Resources System Training; Compliance and Privacy Training
	Using eReports Portal	Reporting Training; Compliance and Privacy Training
Managing Timekeeping. Recommended training: Compliance and Privacy Training.	Manage Timekeeping	Human Resources System Training; Compliance and Privacy Training

If you have questions, please direct them to the following contacts:

Financial Concepts and Policies	Char Jessie	292-3357	jessie.1@osu.edu
Human Resources System Training	HRIT	688-0130	help@hr.osu.edu
Budget System Training	Darcey Hile	247-7828	hile.19@osu.edu
General Ledger System Training
Procurement System Training
Reporting Training
Purchasing Card/Reallocator Training	Marie Peterson	292-9425	peterson.265@osu.edu
Travel Policy System Training

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What Training Should I Take?