Business and Operations
Accounts Payable Basics
Arrange for payment of invoices with proper purchase authorization and approvals. Determine invoice payment status and how to deal with exceptions to the normal process.
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Advanced Recharges
Upon completion of this half-day course participants will learn about developing and managing more complex recharge activities, managing program income activities and processing capital lease and rent payments for recharges.
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Cash Deposit Basics
Learn the policies and step-by-step process to correctly prepare a deposit and how to use the UCSF depository closest to your work location.
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Core Requisition Training for Associate Buyers
Required training for Associate Buyers.
This course will train users to enter Core Requisitions for purchases approved within the department. Agenda will include a high-level overview of the P2P process.
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Core Requisition Training for CPBC Customer Support
Required course for CPBC Customer Support.
This course will train users to enter Core Requisitions for approved paper requisitions submitted outside of P2P by campus departments. Agenda will include a high-level overview of the P2P process.
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General Ledger/Fund Accounting using OLFS Weblinks-Part I
Learn the relationship between higher education fund accounting principles and your daily accounting operations as you follow the flow of transactions through your department using the WebLinks financial reporting tool.
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General Ledger/Fund Accounting using OLFS Weblinks-Part II
Continue to build upon the general ledger and fund accounting concepts learned in Part I as you use WebLinks reports and case studies to reconcile fund balances, correct problems, review year-end transactions, and evaluate STIP.
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Materiel Management / Purchasing Workshop
This course is designed as a basic training for purchasing and related procedures. Samples of forms and step-by-step instructions are included for your reference.
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OLPPS Inquiry (e-learning)
In this online class explore the Inquiry functions of the On-line Payroll/Personnel System (OLPPS).
Prerequisites: Basic computer skills. This course is strongly recommended as preparation for OLPPS Inquiry & Entry/Update Training.
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OLPPS Inquiry & Entry/Update Training (A three-day course)
Review how to navigate within the Online Payroll Personnel System (OLPPS) and learn to accurately add and change payroll/personnel data. Earn OLPPS entry/update certification.
NOTE: this course is intended for payroll/personnel preparers and reviewers and managers responsible for payroll/personnel functions; those who only look up information in the OLPPS system should register for the online OLPPS Inquiry class.
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OLPPS Policy
In this online, self-paced course, OLPPS Updaters learn fundamental Human Resource principles and practices provisions that guide their input when updating the Online Payroll Personnel System (OLPPS). Managers and supervisors will gain a useful general understanding of HR-related concepts and practices.
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OLPPS WebLinks - Payroll Personnel Reporting
Learn to use WebLinks to 1) create personnel reports for performance evaluation, merit review, equity adjustments and other matters associated with the renewal process and 2) download information for use in other departmental reports.
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On-line Payroll Time Reporting System (OPTRS)
In this online course, participants learn how to use the On-line Payroll Time Reporting System (OPTRS) to enter, track and to manage payroll and time reporting data, and to do so in a manner that complies with security controls.
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Online Journal Processing
This course prepares you to process and/or approve journals online, and is required for anyone with these job responsibilities. You will learn to navigate PeopleSoft, prepare and edit financial journals, attach files, approve and post journals, and prepare cost transfers.
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P2P Specialized Requesting
Each 3-hour P2P Specialized Requesting course includes: hands-on scenarios for practicing special request shopping and completing Requisitions, search tips for category codes and vendor searches, best practices for using optional fields, and personal assistance as needed.
Prerequisites: Completion of P2P Requesting Online Training
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Policies for Petty Cash Handlers
Petty cash fund custodians learn and apply provisions of UCSF’s petty cash fund policy (Policy 300-32, rev. 4-1-2005) when administering their funds. This course is required of all petty cash fund custodians and prospective custodians.
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Travel & Entertainment Expense Processing
Learn to accurately process both travel and entertainment expenses.
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UCSF Budget Basics
In this 3.0 hour course for campus staff, you will learn to better prepare and manage operating budgets within the UCSF system.
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UCSF Budget Overview
Upon completion of this course, participants will understand the State, University and UCSF budget processes and the inter-relationships between them and UCSF important revenue and expense trends.
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UCSF Cash Policy Highlights
This course highlights key cash control policies and practices to be followed at UCSF. It reinforces cash handling performance expectations. It also clarifies and updates cash handling procedures and policies as changes may occur. All UCSF cash handlers and supervisors of cash handlers are required to review this course annually.
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UCSF Facilities & Administrative Cost Recovery: Sources & Uses
Learn the basics about the sources of UCSF’s Facilities and Administrative cost recovery, how it is calculated, how it is used, and the role that departments play in the process.
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UCSF Recharge Basics
Learn to prepare and manage recharge activities
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