Financial Services Training Opportunities

Financial Services is committed to providing excellent support to those working with financial information at Duke.  As part of this commitment, Financial Services offers an array of training and learning opportunities.  These opportunities are offered with the goals of helping those in administrative roles:

  • confidently perform their jobs
  • make informed decisions in support of their  business processes
  • follow the fiduciary controls per Duke’s general accounting procedures
  • stay compliant with federal guidelines and regulations

Specifically, the training opportunities offered by Financial Services strive to help you:

  • Understand the accounting and operational procedures pertaining to financial processes
  • Perform basic operational transactions, like making purchases, completing Expense Reports and processing Journal Entries / Vouchers
  • Use administrative systems and tools available for reporting, decision-making, sponsored research and compliance, and monitoring/tracking of activity
  • Build expertise by becoming certified in various process-related curriculums
  • Transition as processes change, systems are enhanced, and new tools are developed
  • Know where to get help when needed

Several departments in Financial Services partner to offer training, including on-line courses, lecture-based classroom instruction, large group presentations and updates, computer-based hands-on instruction, webinars, reference materials, and specialized group and project training.  The training offered by departments is summarized below.

Accounting Systems Administration

Accounting Systems Administration provides the basic understanding of our accounting processes and procedures... more...

Financial Training

In partnership with the functional departments in Financial Services, this team provides a range of basic to advanced understanding of our administrative systems and processes... more...

Office of Sponsored Programs and Research Costing Compliance

These two departments offer a wide variety of training programs, classes, and support resources to assist those involved with the grants management process and compliance... more...

Plant Accounting

Plant Accounting provides reference materials for the Web Central application used for space planning and management... more...

Training By Topic

 


 


API

Time & Attendance Managers

Guide for Managers/Supervisors: Time and Attendance Upgrade

This guide is designed for managers to review with employees prior to and/or in conjunction with the launch of the time and attendance upgrade. The guide reviews what is changing and what is not changing as a result of the upgrade in terms of Duke Policies and business processes. Additionally, screen shots are provided of critical information important to employees. Finally, reminders focus employees on what they should do, how they should prepare, and where they can go to view online training videos.   (Last Modified 09/20/12)
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Staffing & Scheduling & EdTrack Users

Self Scheduling

Self scheduling directions for use with API Healthcare
Format: Manual or Guide
To View:
View Handout (pdf)

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Registering and Withdrawing from a Class

Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


EdTrack Managers

Creating and Committing a Class

Format: Manual or Guide
To View:
View Handout (pdf)

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EdTrack Manual

Target Audience: This handout provide EdTrack Managers the following information: Class Registration via EdTrack, To Withdraw from a scheduled class that is NOT LIMITED, Employee Transcript Report – Allows the employee to run their own education report, Supervisor Employee Transcript, Employee Education Completion Report – best used to check a specific course attendance, Custom Pooled Reports, Life Support Report, Certification Report – see steps for Life Support report, Pooled Courses without Expiration Dates Report – see steps for Life Support report, Exporting to Excel, Schedule a class, See if the class already exists, Create a new class, Add a Classroom, Add an instructor, Add employees to existing class, Transaction Entry (committing a class), To enter a degree or certification, Adding a License, Update a License
Format: Manual or Guide
To View:
View Manual (pdf)

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Running Reports

Format: Manual or Guide
To View:
View Handout (pdf)

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Searching for an Employee or Employee Class Schedule

Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Scheduling Managers & Schedulers

Self Scheduling

Self scheduling directions for use with API Healthcare
Format: Manual or Guide
To View:
View Handout (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Employee Orientation

Nursing Orientation

These new Nursing employee documents outline important information such as tracking your work time at Duke, Paid Time Off (PTO) guidelines, pay premiums, pay & holiday schedules, and reviewing or changing your personal information online.   (Last Modified 11/03/11)
Target Audience: New Nursing employees at DUHS.
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Budgets & Reporting

Budget Tool

Projections

All departments must submit budget projections for the fiscal year using the Budget tool. If you have questions, please contact your Management Center.   (Last Modified 11/17/14)
Format: Manual or Guide
To View:

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Budget Modifications

Departments may make modifications to the current fiscal year budget using the Budget tool. If you have questions, please contact your Management Center.
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Payroll & Time Reporting

Time & Attendance Users

Guide for Managers/Supervisors: Time and Attendance Upgrade

This guide is designed for managers to review with employees prior to and/or in conjunction with the launch of the time and attendance upgrade. The guide reviews what is changing and what is not changing as a result of the upgrade in terms of Duke Policies and business processes. Additionally, screen shots are provided of critical information important to employees. Finally, reminders focus employees on what they should do, how they should prepare, and where they can go to view online training videos.   (Last Modified 09/20/12)
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Procurement & Purchasing

Corporate Card

Corporate Card User's Manual

PDF Manual for proper usage and procedure regarding the Duke Corporate Card.
Format: Manual or Guide
To View:

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.