Central Teams

Welcome to the Central Teams Resource Training Materials Page

This content is typically only relevant to individuals working within the division of Business and Finance or the Office of Human Resources. New resources will be added to this page as they become available. Training content is accessible only with an ETSU account.

Human Resources

• Absence Management

  • Add or Delete an Enrollment - Quick Reference Guide
  • Adding Absences on an Employee's Behalf - Quick Reference Guide
  • Donation - Donating Sick Leave - Quick Reference Guide
  • Donation - Reception Plan Enrollment - Quick Reference Guide
  • Donation - Send Requested Sick Leave - Quick Reference Guide
  • Process Leave of Absence - Job Aid
• Compensation

  • Across the Boards (COLA) - Job Aid
  • Add Individual Compensation - Job Aid
  • Manage Base Pay - Job Aid
  • Manage Individual Compensation - Job Aid
• Core HR

  • Hire Contingent Worker/Add Non-Worker - Quick Reference Guide
  • Maintain Jobs - Quick Reference Guide
  • Maintain Locations - Quick Reference Guide
  • Manage Assignments - Quick Reference Guide
  • Manage Employee Personal Information - Quick Reference Guide
  • Manage Position Profiles - Quick Reference Guide
  • Position Management - Quick Reference Guide
  • Process Leave of Absence - Job Aid
  • Process Pending Worker - Quick Reference Guide
  • Promote an Employee - Quick Reference Guide
  • Termination - Quick Reference Guide
• Reporting

  • HCM Central Team Dashboards - Quick Reference Guide
• Time and Labor

  • Admin Creates and Edits Timecard and Pushing Time to Payroll - Job Aid

 

Business and Finance

• Accounts Payable

  • Analyze Accounts Payable Balances - Job Aid
  • Close Payable Periods - Job Aid
  • Invoice from Spreadsheet - Job Aid
  • Manage Holds - Job Aid
  • Non-P.O. Invoice Entered Manually - Job Aid
  • Payables Source Cost Correction - Quick Reference Guide
  • Prepare and Record Payments - Quick Reference Guide 
  • Processing Internal Billing - Job Aid
  • Receive and Process Invoices - Job Aid
  • Record Accounting - Quick Reference Guide
  • Submit Invoices (and what happens after it is submitted) - Quick Reference Guide
  • Supplier Management - Job Aid
• Accounts Receivable

  • Closing Receivable Period - Job Aid
  • Create and Maintain Customer Date - Job Aid
  • Create Manual AR Transaction - Job Aid
  • Fixing Incorrect Deposit - Job Aid
  • Manage Bad Debt - Job Aid
  • Managing Aging Receivables - Job Aid
  • Receive and Process Customer Payments - Job Aid
  • Refund Process - Job Aid
  • Update a Customer's AR Balance - Job Aid
• Budgetary Control

  • Create Budget Entry from Revenue for Foundation - Job Aid
  • Load Budget Entries via AFPDI - Job Aid
  • Manage Control Budgets for Foundation - Job Aid
• Capital Projects

  • Add Additional Project Team Manager - Quick Reference Guide
  • Adjust Project Budget - Quick Reference Guide
  • Update Project Manager - Quick Reference Guide
  • Capitalize a Capital Project - Job Aid
  • Close a Capital Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
  • Create a Capital Project Award(s) and Project - Job Aid
• Cash Management 

  • Bank Reconciliation - Job Aid
  • Create External Transactions and Generate Cash Transactions - Job Aid
  • Manage Bank, Branch, and Accounts - Job Aid
  • Manage Bank Statements - Job Aid
  • Process Period End Review - Job Aid
• Chart of Accounts

  • Oracle CoA Key Training - Job Aid
• Expenses

  • Administrator Processing Personal Charges on Corporate Card - QRG
  • Audit Expense Report - Quick Reference Guide
  • Manage Credit Card Data - Quick Reference Guide
  • Manage Expense Policies - Job Aid
  • Reimburse or Process Cash Advance - Job Aid
• Faculty Funds

  • Close a Faculty Fund Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
  • Create a Budget Revision on Award's Project - Quick Reference Guide
  • Create an RFP Award and Project - Job Aid
• Fixed Assets

  • Acquire Asset - Quick Reference Guide
  • Maintain Asset Information - Job Aid
  • Process Assets Accounting Close - Quick Reference Guide
  • Reinstate Asset - Quick Reference Guide
  • Retire and Dispose of Asset - Quick Reference Guide
• General Ledger

  • Auto Reverse Journals - Quick Reference Guide
  • Create a Manual Journal and Post - Quick Reference Guide
  • Create Journals in a Spreadsheet - Quick Reference Guide
  • Manually Reverse Journals - Quick Reference Guide
  • Process GL Accounting Close - Quick Reference Guide
• Grants Management

  • Close a Sponsored Award and Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
  • Create Advance/Pre-award Award - Job Aid
  • Create Misc. Expenditure Batch via UI - Quick Reference Guide
  • Create Misc. Expenditure Batch: Indirect Cost Adjustment using ADFDI - Quick Reference Guide
  • Generate LOC Invoices in Contract Management - Job Aid
  • Modify Awards - Job Aid
  • Update Burden Schedule and Recalculate Burden Costs - Job Aid
  • Viewing Expenditures in GL and Submitting Invoices - Job Aid
• Internal Billing

  • Processing Internal Billing - Job Aid
• Labor Distribution

  • Global Element Labor Schedules - Quick Reference Guide
  • Import Payroll Cost Process - Job Aid
  • Manage Labor Schedules - Job Aid
  • Manage Pay Element Expenditure Type Derivation - Quick Reference Guide
  • Manage Project Payroll Pay Elements - Quick  Reference Guide
  • Reprocess and Validate Labor Distribution Costs - Job Aid
• Payroll

  • Add Manual Element Entry - Quick Reference Guide
  • Administering Garnishments - Quick Reference Guide
  • Calculate Payroll - Quick Reference Guide 
  • Element Creation - Job Aid
  • FICA Status for Student Employee - Quick Reference Guide
  • Load Element Entries via HSDL - Job Aid
  • Maintain User Defined Tables - Quick Reference Guide
  • Managing Payroll Calendar - Quick Reference Guide
  • Process Final Pay - Quick Reference Guide
  • Processing Retro Pay - Quick Reference Guide
  • Reissuing Checks and Correcting Overpayments - Job Aid
  • Review or Update Employee W-4 - Quick Reference Guide
  • Update Employee Document Delivery Preference - Quick Reference Guide
  • Update Student FICA Status - Quick Reference Guide
  • Updating Employee Direct Deposit and Updating Bank Account Information as Administrator - Quick Reference Guide
  • Viewing Employee Information - Quick Reference Guide
• PPM

  • Correcting Converted Costs - Job Aid
  • Manage PPM Period End Close - Job Aid
  • Manage Refunds - Issue AR Refunds - Quick Reference Guide
  • Manage Sponsored Refunds - Issue Credit Invoice - Quick Reference Guide
• Procurement

  • Create Supplier Agreement - Job Aid
  • Funds Check - Quick Reference Guide
  • Requester Roles and Responsibilities - Quick Reference Guide
  • Managing Purchase Orders - Job Aid
  • Supplier Management - Job Aid
• Reporting

  • Central Finance Team Reporting - Quick Reference Guide
  • Report Business Case Document (Central) - Job Aid
  • Review Operational Key GL Reports - Quick Reference Guide
  • Review Sponsored Award Financial Reports - Quick Reference Guide