Training Descriptions

This page provides users with various options for finance training that is required for necessary Finance Security Compliance. UMW systems users must successfully complete training and all paperwork in order to be authorized to access the secure systems.

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

Class Offerings:

Purchasing I and II
Banner Budget Queries & Reports/Works
Just In Time Training– for Budget Mgr, Satellite Business Ops, eCommerce, and Works
Budget Manager
MyTime

 


Training for Purchasing, Budget & Works

To register contact tess@umw.edu

Purchasing I and II 

Purchasing I – Introduction to Purchasing – Online Review and Quiz

Purchasing I is self paced instruction and a requirement prior to attending the Purchasing II, Hands on Instruction.

Purchasing II –  Virtual Instruction 

Prepare for Banner 9 and SSB

After completing Purchasing I – Introduction to Purchasing and Purchasing II – Hands On Instruction and before attending Banner Budget Queries and Reports/Works training, please complete the following:

  1. Systems Review Quiz
  2. Verify and Setup WORKS Account
    1. Ensure you can login to WORKS
    2. Setup WORKS Reconciliation Report
  3. Add the following forms to your My Banner
  • FGIBDST – Organization Budget Status
  • FPARCVD – Receiving Goods
  • FAAINVE – Invoice/Credit Memo
  • FGRPDTA – Program Detail Activity
  • FOIDOCH –  Document History
  • FAIVNDH – Vendor Detail History
  • FGRBDSC – Budget Status (Current Period
  • FGIENCD – Detail Encumbrance Activity

Banner Budget Queries and Reports/Works

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 and Works passwords. Users will walk away with an understanding and knowledge of:

  • Banner 9 for Budget Queries, Drill Downs, and Printed Reports
  • Banner 9 for Cash Balances
  • Faculty Grants
  • Banner SSB
  • Direct Pays/Check Requests
  • Line Item budgeting training can be included, upon request
  • Works for charge card coding and reporting
  • Introduction to Sharepoint reporting

Just in Time Training options available upon request:

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

 

eCommerce/Cashnet

Cashnet is an ecommerce  payment online payment option established upon request by departments and approval of the Associate Controller of Finance. Cashnet 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

 

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 instruction for cardholder and Approvers is within the production environment once card expenses are posted within the Works system.    Classes 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

 


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 upon request.

To register for MyTime Training, email tess@umw.edu.

 


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: