Welcome to the Campus Representative Training Resources Page
New resources will be added to this page as they become available. Training content is accessible only with an ETSU account.
Search your Banner Index to confirm the appropriate Voyager GL string. This link only works if connected to the ETSU Network.
As part of the transition to Voyager, some of the terms that we currently use will shift. “Campus Representative” is a new role in Voyager terms and will encompass many tasks that are vital to the day-to-day operations of ETSU. Campus Representatives have an elevated level of access and responsibility in Voyager, with access to additional screens, reports, and values. If you are unsure if you will be a Campus Representative in Voyager, please contact your Business Manager.
Training MaterialS
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Human Resources
- HR Approver Delegation - Quick Reference Guide
- Transactions can only be delegated to one individual. If you create multiple rules in an attempt to delegate the same workflow category to more than one person, the system will only process the first delegation rule.
- Only one workflow category can be delegated per rule. If you attempt to delegate multiple workflow categories to one or more individuals from the same rule, the system will not process any of the delegations.
- Change Assignment - Job Aid
- Contract Extension (Faculty) - Quick Reference Guide
- Onboarding New Hire - Quick Reference Guide
- Offboarding Employee - Quick Reference Guide
- Create and Post a Job Requisition - Job Aid
- Overall Recruiting Flow for Staff, Faculty, Graduate Research Assistants, Adjunct and Uncompensated Nonworkers - Candidate Application Process - Job Aid
- Position Management - Quick Reference Guide
- HR Approver Delegation - Quick Reference Guide
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Business and Finance
- Approve Invoice Not Matched to a Purchase Order - Quick Reference Guide
- Business Managers - Budget vs Actuals Dashboard - Quick Reference Guide
- Campus Budget vs Actuals Dashboard - Quick Reference Guide
- Close a Purchase Order - Quick Reference Guide
- Create Contracts - Job Aid
- Create a Purchase Order from a Requisition - Quick Reference Guide
- Finance Approval Delegation - Quick Reference Guide
- Transactions can only be delegated to one individual. If you create multiple rules in an attempt to delegate the same workflow category to more than one person, the system will only process the first delegation rule.
- Only one workflow category can be delegated per rule. If you attempt to delegate multiple workflow categories to one or more individuals from the same rule, the system will not process any of the delegations.
- How to Find Your Purchase Order - Quick Reference Guide
- Outgoing Subaward Requisition Creation - Quick Reference Guide
- Personal Purchase on Corporate Card - Quick Reference Guide
- Process ProCard Transactions - Video
- Reporting Hub - Quick Reference Guide
- Requester Overview - Job Aid
- Special Process Request, Check Requests, and Personal Services Wire - Job Aid
- Request Cash Advance - Video
- Special Handling Request (Check Request/Personal Services)
- Approvals Overview - Video
- Expense Delegation - Video
- Travel Authorization Overview - Video
- How to Enter a Travel Expense Claim - Job Aid
- Travel and Expense Reports
- This webinar-style recorded video guides users through creating Expense Reports, travel authorization and documentation, expense types, and reimbursement policies.
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Reporting
- Report Business Case Document - Overview
- This document explains how to report a Business Case Document. It has descriptions of each available report and is an overview document.
- HR Business Case Document - Job Aid
- Report Business Case Document - Overview