Training Descriptions

This page provides users various options for finance training that is required to meet the necessary Finance Security Compliance as defined on the FSC webpage.   UMW systems users must successfully complete training in order to become authorized to access the secure systems.

Email tess@umw.edu to register or request assistance with security requirements.

Please note – classes without registrants by 4:00 p.m. the day prior will be cancelled without notice.

TRAINING LOCATION

Training, Evaluation & System Support Eagle Village 1125 Jefferson Davis Blvd./Suite 480 Fredericksburg, VA 22401 Fax: (540) 654-1168

Training is located on the 4th floor of Eagle Village in the Suite 480 Conference Room.   When entering Eagle Village from College Avenue, cross Route 1 and make a left turn into the shopping center and park behind Country Cookin’. Please use the pedestrian crosswalks to cross the double drive. Enter the building on the same side as Quiznos, under the awning (Executive Offices of Eagle Village). Take the elevator to the 4th floor. Walk all the way down the hallway to the last door on the right. When you come into the office, veer to the right and the Conference Room will be on the right.

 Classes Available

Fundamentals Of Finance
Just In Time Training- for Budget Mgr, Satellite Business Ops, Commerce Manager and Works
MyTime
Purchasing with eVA and the Credit Card
Banner INB Direct Pay
Banner Budget Queries & Reports
Budget Manager
Open Lab


Fundamentals Of Finance

This class is required before participating in Banner or eVA training or as an introduction into Finance for those individuals desiring an overview of their department’s operations. Participant should bring a copy of their EWP to training for review of Finance security access. This class reviews and distributes:

  • Security paperwork for Banner, eVA, Works and forms for appropriate credit card
  • EWP Requirements
  • Organizational structure for reporting area
  • FOAPAL elements for reporting area
  • Sample budget reports
  • INB and SSB review
  • Websites review for training and communication needs
  • Assists new users with questions related to Business and Finance operations
  • Guide for training path
November Monday, November 13th 10:00am – 12:00pm
December  Contact tess@umw.edu  
January  Friday, January 12th 1:30pm – 3:30pm

To register, please call x5973 or email tess@umw.edu.


Just In Time Training

Budget Manager

This class is required before participating in Banner or as an introduction into Finance for those individuals involved in budgetary responsibilities such as operational balances, cash balances, purchasing reviews, reports, queries, encumbrances, and journal transfers. This class is a high level of view of operations and is part of the Just In Time classes geared for the department VP, Supervisor  or Chairperson. This class reviews:

  • Chart of Account structure for reporting area
  • Explanation of FOAPAL Elements
  • Sample budget report
  • INB and SSB review
  • Assists new users with questions related to Business and Finance operations
  • Explains basics of user finance obligations such as training and refresher training, profile maintenance, security, deadlines, adherence to state and internal policy and procedures
  • May or may not include use of the UMW Learning Center and Works Introduction

Banner class instruction is in the Production environment.   Please contact Vickie Chapman at extension 1155 or vchapman@umw.edu to schedule training.         ** Must have all securities in place.

Satellite Business Operations

A limited number of departments, outside of the Finance Department, are approved to directly enter transactions into Banner cashiering sessions. The entries may include Student Account charges from the Health Center and Residence Life, or Deposits/Payments from Admissions and Residence Life. Small group or one-on-one training is provided for each unique situation of opening/entering data and closing sessions, activity specific coding, and instructions for submitting sessions to the Accounting Office. Due to its unique need, this training is part of our Just In Time offerings.

Training Includes:

  • Overview of detail codes applicable
  • Demonstration of opening, entering data, and closing a session
  • Demonstration of an upload, as necessary
  • Instructions for submitting a closed session to Accounting
  • Provide Accounting contact information and web links

Please contact Vickie Chapman at extension 1155 or tess@umw.edu to schedule training.

Commerce Manager

Commerce Manager is a payment process website established upon request by departments and approval of the Associate Controller of Finance. Commerce manager allows web entry acceptance of credit card and/or eCheck payments for events, such as conferences registrations, workshop registrations, athletic camps, concerts, and seminars. Departments desiring this service must first complete Cash Collections training and appropriate paperwork. This class is taught upon request and is part of our Just In Time offerings. Training includes:

  • Discussion on how eCommerce can best support your department event
  • eCommerce system fields, navigation, and Reporting
  • Payment methods, Merchant Fees, and Reconciliation
  • Security and Passwords

For additional information and to request training, please call x5973 or email tess@umw.edu.

WORKS For Me

The online credit card system from Bank of America, called Works – is used for both the Small Purchase Credit Card (SPCC) and the UMW Finance Card. Cardholders utilize the Works system in a variety of ways with a variety of programs. Works for Me classes are geared specifically for non-eVA buyers and catered to their individual card and processing needs. Classes are included in the Just In Time category and may involve the following:

  • Chart of Account Information
  • Security Review
  • Procurement Regulations
  • Works Navigation
  • Card Profile information, Chip and Pin setup and validation requirements
  • Internal processing requirements
  • Budget Review

For additional information and to request training, please call x5973 or email tess@umw.edu.


MyTime

MyTime is the University of Mary Washington’s time, attendance and leave reporting system used by full time and part time employees, students, supervisors, graduate assistants, interns and professional development employees.

Training

MyTime Training is available to all employees and supervisors during the following days/times:

Monday, Wednesday, Friday from 10am-11am or 11am-12pm
Tuesday and Thursday from 3pm-4pm or 4pm-5pm

To register for MyTime Training, email tess@umw.edu with training date and time selection.

Training Location: Eagle Village, Suite 480


Online FLSA training for Supervisors

Prior to MyTime training, supervisors are required to complete:

The Overtime Compensation Requirements Assessment module of the MVP HR Policy & Law – Fair Labor Standards Act.

Specific instructions are outlined on the Human Resources’ Training: Fair Labor Standards Act website

If you encounter difficulty logging in to the UMW Learning Center, please contact Pam Lowery (plowery@umw.edu).

Instructional Materials

MyTime Instructional Materials are available on the Payroll website:


Purchasing with eVA and the Credit Card

This is a mandatory training class for departmental purchasers and a pre-requisite for receiving a credit card. Due to class length, the class is divided into two sections. Registration is needed for both sessions. Below is a list of topics that will be covered. Visit Procurement Services for additional SPCC Training Requirements and Billing Cycle Dates.   Users holding a UMW Finance Card will follow a course outline and complete paperwork as determined by specific department operations.

  • Credit Card Processing and Reconciliation for SPCC and UMW Finance Cardholders
  • Vendor Searches and Catalogs
  • Hands on training for eVA Navigation, Requisition entry, Approvals
  • Information and Data Flows
  • eVA Change Orders
  • Fixed Assets
  • eVA Purchases  and Banner Budget Encumbrances
  • Banner Navigation and Purchase Order Receiving
  • Works Navigation, Sign Off, and Mandatory UMW and State Regulations

Individuals who previously attended this class are welcome to register and take Part 1 again as a refresher.

November eVA I Wednesday, November 15th 1:00pm – 4:00pm
eVA II Tuesday, November 21st 1:00pm – 3:30pm
December   Contact tess@umw.edu  
January eVA I Tuesday, January 16th 1:00pm – 4:00pm
  eVA II Thursday, January 18th 1:00pm – 3:30pm

For additional information and to request training, please call x5973 or email tess@umw.edu.


The Direct Pay Process

This is a mandatory training class for departmental purchasers. The instruction is hands-on in a testing environment. Class training focuses on:

  • Banner Navigation
  • Check Request Processing
  • Banner Approvals
  • Accounts Payable Operations with special regard to Due Dates, Receiving, and Payment
  • eVA Exception Rules
  • Honoraria
  • eVA/Banner/Credit Card Decisions
  • Purchasing requirements in regards to Entertainment and Performer Contracts
November Wednesday, November 29th 1:00pm – 2:00pm
December Contact tess@umw.edu  
January Wednesday, January 24th 1:00pm – 2:00pm

For additional information and to request training, please call x5973 or email tess@umw.edu.


Banner Budget Queries and Reports

Required training for those involved in budgetary responsibilities such as operational balances, cash balances, purchasing reviews, reports, queries, encumbrances, and journal transfers. Class instruction is in the Production environment, so users must know their Banner passwords and FOAPAL elements. Users will walk away with an understanding and knowledge of:

  • Using INB for Budget Queries, Drill Downs, and Printed Reports
  • Using INB for Data Extraction into Excel
  • Using INB for Cash Balances
  • Using SSB for Budget Queries, Drill Downs, and Extractions to Excel
  • Using SSB for Journal Entries
  • Portal Budget and Finance Tab Review
  • VOIP Views
  • Line Item budgeting training, upon request, is an option for these participants.
November Wednesday, November 29th 2:00pm – 4:00pm
December Contact tess@umw.edu  
January Wednesday, January 24th 2:00pm – 4:00pm

For additional information and to request training, please call x5973 or email tess@umw.edu.


Open Lab-Centered at Eagle Village

Assistance for any finance related practice including Banner 9 Training is available every week during the following days/times:

1st Wednesday of the month 2:00 – 3:00pm
2nd Thursday of the month 10:00 – 11:00am
3rd Friday of the month 11:00 – 12:00pm
4th Monday of the month 3:00 – 4:00pm

For additional information or to register for Open Lab, please email tess@umw.edu.