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

 


 


Accounting Processes & Procedures

Accounts Payable

How to Forward an SAP Workflow

Forwarding a workflow to a manager for approval is useful for departments where the Accounts Payable Representative (gatekeeper) is responsible for research and documentation, but someone else is responsible for approving the change. The following video illustrates how a departmental representative can document research regarding an invoice exception and forward the exception to a manager for final approval.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

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SAP Workflow Substitution

Sharing an SAP Workflow Inbox permits an SAP user to process the SAP workflows for another SAP user when the workflow recipient is unable to process their own workflows. The following videos illustrate how to create a substitute and how to gain access to another user’s SAP Inbox.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

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Forms: The Independent Contractor Checklist (ICC) Online Video Tutorial

This video provides detailed instructions about how to complete the Independent Contractor Checklist. For additional information, review GAP 200.128, Guidance on the Independent Contractor Checklist (ICC). If you have specific questions about whether an individual should be classified as an employee or independent contractor that are not address in the video or GAP, please contact Corporate Accounts Payable at 919-684-3112.
Format: Online Training
To View:
Related Materials: GAP 200.128, Guidance on the Independent Contractor Checklist (ICC) (webpage)
Independent Contractor Checklist (ICC) (webpage)

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Online Electronic Check Request Training for Submitters

The Electronic AP Check Request tool through Duke@Work is the method for which the Duke Community executes check requests. These videos provide a comprehensive look at tool functionality for check request submitters and others that interact with the tool.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
To View:

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Electronic AP Check Request: Reporting Tool Online Video Series

This online video series provides a high-level guide to using the Electronic AP Check Request Reporting Tool. These videos provide descriptions of the action buttons, instructions on running reports, and navigating AP Check Request reports. If you have specific questions that are not addressed in the videos, please contact Corporate Accounts Payable at 919-684-3112 or email APOnlineCheck at duke.edu.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
To View:
Related Materials: Overview Presentation (webpage)

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


API

Time & Attendance Users

Time & Attendance Video Series for Employees

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an employee.
Format: Online Training
To View:

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


Time & Attendance Managers

Time & Attendance Video Series for Approvers

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an approver.
Format: Online Training
To View:

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Time & Attendance Video Series for Editors

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an editor.
Format: Online Training
To View:

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


Scheduling Managers & Schedulers

Time & Attendance Video Series for Approvers

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an approver.
Format: Online Training
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

Budget Tool Online Videos

Duke University employees with responsibility for inputting departmental budget information, use the Budget tool accessible through Duke@Work. The training videos listed below provide training on key functionality within the Budget Development functionality of the tool. Step-by-step guides provide guidance on complete functionality of the Budget Development tool, as well as, guidance on Projections and Budget Modifications. Please view the below "View More Information" for descriptions of each video module.
Format: Online Training
To View:
Related Materials: How to Access This Training in Duke’s LMS (pdf)
Budget Tool Step-by-Steps (webpage)

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


Financial Certification Program

Certified Payroll Specialist

Introduction to SAP at Duke

The “Introduction to SAP” course presents general information about the SAP system at Duke. You will learn common SAP language, as well as how to log on to and navigate the system. The course is presented in a series of five short videos and requires successful completion of a short quiz. “Introduction to SAP” is required before taking any other SAP courses. It is not required for either the “iForms Overview” or “Introduction to SAP Business Warehouse” courses.
Target Audience: All Users of SAP
Duration: 45 minutes
Format: Online Training
To View:
Related Materials: Duke SAP Basics User Guide (webpage)

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


TRaC Representative Certification

Introduction to SAP at Duke

The “Introduction to SAP” course presents general information about the SAP system at Duke. You will learn common SAP language, as well as how to log on to and navigate the system. The course is presented in a series of five short videos and requires successful completion of a short quiz. “Introduction to SAP” is required before taking any other SAP courses. It is not required for either the “iForms Overview” or “Introduction to SAP Business Warehouse” courses.
Target Audience: All Users of SAP
Duration: 45 minutes
Format: Online Training
To View:
Related Materials: Duke SAP Basics User Guide (webpage)

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Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Procure to Pay Specialist

Introduction to SAP at Duke

The “Introduction to SAP” course presents general information about the SAP system at Duke. You will learn common SAP language, as well as how to log on to and navigate the system. The course is presented in a series of five short videos and requires successful completion of a short quiz. “Introduction to SAP” is required before taking any other SAP courses. It is not required for either the “iForms Overview” or “Introduction to SAP Business Warehouse” courses.
Target Audience: All Users of SAP
Duration: 45 minutes
Format: Online Training
To View:
Related Materials: Duke SAP Basics User Guide (webpage)

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


Payroll & Time Reporting

Non-compensatory

Non-compensatory iForms – On-demand Video Series

Duke students receiving payments for scholarships, fellowships, or educational enrichment programs during the summer along with Postdoctoral Scholars, receive payments through Duke's Non-compensatory Payment System. All transactions related is paying these recipients are controlled through Non-compensatory iForms. This on-demand video series demonstrates how to perform a variety of Non-comp iForms transactions. To create a truly interactive learning experience, learners are encouraged to watch a video, pause the video, then complete the steps viewed using a transaction in the production environment.

The online videos listed below can be accessed in Duke's Learning Management System (LMS) using the links below or by following the instructions in the related materials section. The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Time & Attendance Users

Time & Attendance Video Series for Approvers

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an approver.
Format: Online Training
To View:

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Time & Attendance Video Series for Editors

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an editor.
Format: Online Training
To View:

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Time & Attendance Video Series for Employees

The Time and Attendance system is a web-based technology that is used by the Health System and some areas of the University to enter and approve time and to make requests, such as time off requests. The following video tutorials review how to use the Time and Attendance system if you are an employee.
Format: Online Training
To View:

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


Additional Options

Secondary Position iForms

Secondary positions are created when non-exempt (biweekly) employees work jobs in addition to their primary job at Duke. The online training videos provide step-by-step guidance on how to create and make changes to secondary positions in a variety of situations. Department payroll representatives and others who create iForms should view the videos to understand how to use the secondary position iForm.

Tracking Time Off Online

YouTube video provided by Duke University Human Resources. Learn how to track your time off online using the exempt time-off tracking tool in the Duke@Work self-service website. Please be advised, you will be taken to a link outside of Duke.
Duration: 2:43 minutes
Format: Online Training
To View:

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Electronic Time Reporting for Non-Exempt Employees

The Electronic Time Reporting system through Duke@Work is the method by which non-exempt employees record the following hours to be paid:
  • Primary position hours for employees' primary departments in Duke University and the School of Medicine where ReportXpress is not used.
  • Secondary position hours for all secondary employees in Duke University, the School of Medicine, and Duke University Health System.
  • All hours for Duke Temporary Service (DTS) employees in Duke University, the School of Medicine, and Duke University Health System.
The online training videos provide new employees with an opportunity to review and understand the tool prior to entering and submitting hours for payment. Employees should view the video that reflects the type of position they hold. Please contact your supervisor or department payroll representative if you have questions.
Target Audience: Non-exempt (biweekly) employees whose departments use electronic time reporting through Duke@Work, all secondary employees, and all DTS employees
Format: Online Training
To View:

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Electronic Time Reporting for Approvers

The Electronic Time Reporting system through Duke@Work is the method by which non-exempt employees record hours to be paid in their primary departments for much of Duke University and the School of Medicine. This on-line training video provides time card approvers with a basic understanding of the approval process and functionality. Please contact your department payroll representative if you have questions. Note: This training is not applicable to Duke University Health System or areas of the University/School of Medicine using the ReportXpress Time and Attendance System.
Target Audience: Individuals who are responsible for approving electronic time reports submitted by non-exempt (biweekly) employees whose departments use electronic time reporting through Duke@Work
Format: Online Training
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

Accounts Payable

Forms: The Independent Contractor Checklist (ICC) Online Video Tutorial

This video provides detailed instructions about how to complete the Independent Contractor Checklist. For additional information, review GAP 200.128, Guidance on the Independent Contractor Checklist (ICC). If you have specific questions about whether an individual should be classified as an employee or independent contractor that are not address in the video or GAP, please contact Corporate Accounts Payable at 919-684-3112.
Format: Online Training
To View:
Related Materials: GAP 200.128, Guidance on the Independent Contractor Checklist (ICC) (webpage)
Independent Contractor Checklist (ICC) (webpage)

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Online Electronic Check Request Training for Submitters

The Electronic AP Check Request tool through Duke@Work is the method for which the Duke Community executes check requests. These videos provide a comprehensive look at tool functionality for check request submitters and others that interact with the tool.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
To View:

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Electronic AP Check Request: Reporting Tool Online Video Series

This online video series provides a high-level guide to using the Electronic AP Check Request Reporting Tool. These videos provide descriptions of the action buttons, instructions on running reports, and navigating AP Check Request reports. If you have specific questions that are not addressed in the videos, please contact Corporate Accounts Payable at 919-684-3112 or email APOnlineCheck at duke.edu.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
To View:
Related Materials: Overview Presentation (webpage)

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


Online Expense Reports

Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Corporate Card

Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Buy@Duke

Learning to Use Buy@Duke

Buy@Duke is the new web-based tool Duke employees will use to purchase goods and services. It is a component of the SAP enterprise system.rn

To assist you in learning to use Buy@Duke, we have offered a series of videos that demonstrate the features of the system. The videos are grouped into curriculums based on your Buy@Duke role.
Format: Online Training
To View:
Related Materials: Buy@Duke Step-By-Step User Guide (webpage)
Buy@Duke Submitter & Shopper Training for Post Implementation (webpage)

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


Additional Options

How to Forward an SAP Workflow

Forwarding a workflow to a manager for approval is useful for departments where the Accounts Payable Representative (gatekeeper) is responsible for research and documentation, but someone else is responsible for approving the change. The following video illustrates how a departmental representative can document research regarding an invoice exception and forward the exception to a manager for final approval.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

| Top |

   

SAP Workflow Substitution

Sharing an SAP Workflow Inbox permits an SAP user to process the SAP workflows for another SAP user when the workflow recipient is unable to process their own workflows. The following videos illustrate how to create a substitute and how to gain access to another user’s SAP Inbox.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

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


Research Compliance & Reporting

Introductory

Basic Compliance

This online course will provide participants with a basic understanding of the compliance environment and framework for compliant grant management. This course features brief overviews of OMB Circulars, FDP, FAR, sponsor notice of award, and A-21 Federal definitions of allowable and unallowable costs. It is designed to guide the participant from basic Federal standards to specific Duke University General Accounting Procedures (GAPs).
Duration: 30 minutes
Format: Online Training
To View:

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Research Management at Duke

This online course provides an overview of the various offices, systems, and resource sites relating to research management at Duke University. It provides the foundation of managing sponsored research at Duke. You will become familiar with the basic terminology of research management and understand the several phases of a life cycle of a sponsored project. It will serve as a reference tool for you in completing RAA and beyond. The course includes an evaluation and assessment. You will be given the opportunity to complete an evaluation and assessment after you have completed the class.
Duration: 1 hour
Format: Online Training
To View:

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


Effort Reporting & ECRT

An Overview of ECRT

The online video provides an introduction to the upgraded ECRT tool used to manage effort across Duke University. Those who work in ECRT are STRONGLY encouraged to watch this online learning and to attend one of the ECRT town hall sessions offered during the month of March. Register for an ECRT Town Hall session using by searching on the key word ECRTOWN2017.
Target Audience: Effort Coordinators/Others who manage effort
Duration: 40 minutes
Format: Online Training
To View:
Related Materials: Basic Guide for Effort Coordinators (webpage)
Total Professional Effort Guide for Effort Coordinators (webpage)
Effort Support DUHS (ES-DUHS) for Effort Coordinators (webpage)
ECRT Town Hall Sessions

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


FasTracks

Closeout Project Town Hall Meetings (Online)

The Town Hall Meetings provided an institution-wide introduction to the Closeout Project. The information presented during the Town Hall Meetings included an overview of relevant federal regulations, the resulting impact on Duke, a detailed description of the Closeout Project, and expectations and next steps for members of the entire Duke University research administration community. Learning Objectives:
  • Understand the federal rules guiding the current federal award environment and their impact on Duke
  • Understand the idea and expectations of Clean Close
  • Understand how Duke as an institution is laying the foundation for a Clean Close environment
  • Identify what you can do to prepare for a Clean Close environment at Duke
The course includes viewing a video in its entirety and an assessment. Those participants that view the video and pass the assessment with at least an 80% will earn 1 continuing education credit towards the RCC annual continuing education requirement.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Continuing Education

PI Continuing Education

Duke University is committed to maintaining compliant practices in the management of sponsored activities. Primary responsibility for appropriate oversight of sponsored projects rests with the Principal Investigator and sometimes with other senior research personnel. To ensure continued sound management, Duke University requires Principal Investigators, Project Leaders, Core Leaders, Projects Directors, co-Principal Investigators and PI Fellows to complete a continuing education module and to pass the assessment attached to the presentation slides. The slides may be printed or saved electronically for future reference. Please direct questions regarding completion of this module to rcc-cert at duke.edu.
Target Audience: Principal Investigators, Project Leaders, Core Leaders, Project Directors, multiple Principal Investigators/co-Principal Investigators, and PI Fellows
Duration: 30 minutes
Format: Online Training
To View:

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


Additional Options

No-Cost Extension Checklist Video

No-Cost Extension Checklist Video
Format: Online Training
To View:

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Grants Management Tab – General Navigation

This on-demand, online course offers grants managers a navigational overview of the Grants Management Tab available in Duke@Work.
Target Audience: Grants Managers and others who work with Sponsored Research
Format: Online Training
To View:

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Grants Management Tab – Closeout Tools – Closeout Tasklist Utility

This on-demand, online course offers those working with sponsored projects a comprehensive overview of how to closeout a project using the Closeout Tasklist Utility. Videos in this offering will cover:
  • How to navigate in the Tasklist
  • How to create a Tasklist
  • How to work in a previously created Tasklist
  • How to submit a Tasklist
Videos in this course include a demonstration of how to perform actions on all aspects of the Closeout Tasklist.
Target Audience: Grants Managers and others who work with Sponsored Research
Format: Online Training
To View:

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Grants Management Tab – Creating a PI Attestation

This on-demand, online course offers grants managers specific instructions, guidance, and a demonstration of how to create a PI Attestation.
Target Audience: Grants Managers and others who work with Sponsored Research
Format: Online Training
To View:

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Grants Management Tab – Approving a PI Attestation

This on-demand, online course offers PIs and grants managers who support them with instructions, guidance, and a demonstration of how to approve a PI Attestation.
Target Audience: PIs and other who support PI with research administration
Format: Online Training
To View:

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Payroll Access Training for Grant Managers - Online iForms Overview: Video

This on-demand, online course offers grants managers a comprehensive overview of the iForms available to grant managers through Duke@Work. Participants will view videos focused on the following iForm transactions:
  • Requests of Cost Distribution Changes
  • Manual Salary Cost Transfer
  • Supplemental Payments
  • iForms Overview – used to view the status of the iForm
Videos in this course include a demonstration of how to execute each iForm while providing general guidance on iForm payroll transactions and associated business processes.
Target Audience: Grant managers
Format: Online Training
To View:

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National Council of Research Administrators (NCURA)

The National Council of Research Administrators website offers education programs including Conferences, Traveling Workshops, and Online Presentations. Review their website for more information.
Format: Online Training
To View:

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SRA International [North Carolina Chapter] Training Opportunities (NCSRA)

The SRA International North Carolina Chapter Website (NCSRA) website offers many training opportunities including Certificate Programs, seminars and more. Please review their Learning & Professional Development website to learn more.
Format: Online Training
To View:

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SRA International [Southern Section] Training Opportunities (SRA)

The SRA International Southern Section Website (SRA) website offers many training opportunities including Certificate Programs, seminars and more. Please review their Learning & Professional Development website to learn more.
Format: Online Training
To View:

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Research Administrators Certification Council Training Materials

The Research Administrators Certification Council website offers the Handbook for Candidates, Online Practice Test & Application for Examination as well as additional certification resources. Please review the website for more information.
Format: Online Training
To View:

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MyResearch

MyResearch is a website accessible to all faculty through the Duke@Work self-service website that offers consolidated access to Duke-sponsored research administration systems, key reports on research activity and remaining account balances, and links to important websites.
Format: Online Training
To View:
Related Materials: Grants Management Guide for MyResearch Reports (webpage)

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Certified Research Administrator Exam Prep Study Group (CRA Study Group)

Research Costing Compliance (RCC) hosts a semi-annual CRA Study Group for those persons interested in taking the Certified Research Administrator exam administered by the Research Administrators Certification Council (RACC). CRA Study Group participants who attend all of the sessions will receive 2 continuing education credits towards maintaining their RCC/RAA/AGM/RAI certification(s). Partial credit, or one credit, will not be given.

The Fall 2013 issue of In Focus (pdf), RACC's semi-annual newsletter, featured an article about Duke's CRA Study Group and its success.

For more information on the exam, please visit: http://www.cra-cert.org/.
Target Audience: Please note that seats are reserved for only those who qualify to sit for the CRA exam. A pre-registration form is required for participation in the study sessions. Registration for these sessions open starting in June and November of each year.
Duration: 2 hours
Format: Online Training
To View:

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


SAP

Introductory

Introduction to SAP at Duke

The “Introduction to SAP” course presents general information about the SAP system at Duke. You will learn common SAP language, as well as how to log on to and navigate the system. The course is presented in a series of five short videos and requires successful completion of a short quiz. “Introduction to SAP” is required before taking any other SAP courses. It is not required for either the “iForms Overview” or “Introduction to SAP Business Warehouse” courses.
Target Audience: All Users of SAP
Duration: 45 minutes
Format: Online Training
To View:
Related Materials: Duke SAP Basics User Guide (webpage)

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


Financial

SAP Non-Salary Cost Transfers Tool Training Videos

The Non-Salary Cost Transfer Tool Training Video is for grant managers and others working with federally sponsored projects. The Non-Salary Cost Transfer tool is also referred to by the corresponding navigational transaction code of ZF418. This video provides support in creating the non-salary cost transfers with the proper audit documentation.

In this video, you will learn the process for non-salary cost transfers, look at different examples of when it's appropriate and not appropriate to use the tool, and explore the resources available to assist you.

Please note: If you are attending SAP Journal Entry, you are strongly encouraged to watch this video before coming to class if you work with federally sponsored research cost objects
Target Audience: Grant Managers and others who work with federally sponsored research cost objects.
Duration: 29 minutes
Format: Online Training
To View:

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


Human Resources & Payroll

Salary Setting in Duke@Work

Duke's Salary Setting Tool is available to those with the Compensation Tab in Duke@Work and is used primarily for issuing annual merit increases across Duke University (includes the School of Medicine) and Duke University Health System (DUHS). Duke University users will have a "Compensation" tab while Heath System users will have a "DUHS Compensation" tab.

These videos demonstrate how to best navigate in the tool along with demonstrating some of the tool's key functionality. Specific focus is given to how to effectively download and update employee salary information. Focus is also given to show how data can be uploaded into the tool which may be particularly helpful when working with large groups.

Separate videos are available for Duke University (Company 10) and for DUHS. A detailed and customized Step-by-Step guide for the University and DUHS can be used in conjunction with the online videos to better understand all tool functionality.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Budget Tool

Budget Tool Online Videos

Duke University employees with responsibility for inputting departmental budget information, use the Budget tool accessible through Duke@Work. The training videos listed below provide training on key functionality within the Budget Development functionality of the tool. Step-by-step guides provide guidance on complete functionality of the Budget Development tool, as well as, guidance on Projections and Budget Modifications. Please view the below "View More Information" for descriptions of each video module.
Format: Online Training
To View:
Related Materials: How to Access This Training in Duke’s LMS (pdf)
Budget Tool Step-by-Steps (webpage)

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


Buy@Duke

Learning to Use Buy@Duke

Buy@Duke is the new web-based tool Duke employees will use to purchase goods and services. It is a component of the SAP enterprise system.rn

To assist you in learning to use Buy@Duke, we have offered a series of videos that demonstrate the features of the system. The videos are grouped into curriculums based on your Buy@Duke role.
Format: Online Training
To View:
Related Materials: Buy@Duke Step-By-Step User Guide (webpage)
Buy@Duke Submitter & Shopper Training for Post Implementation (webpage)

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


Effort Reporting & ECRT

An Overview of ECRT

The online video provides an introduction to the upgraded ECRT tool used to manage effort across Duke University. Those who work in ECRT are STRONGLY encouraged to watch this online learning and to attend one of the ECRT town hall sessions offered during the month of March. Register for an ECRT Town Hall session using by searching on the key word ECRTOWN2017.
Target Audience: Effort Coordinators/Others who manage effort
Duration: 40 minutes
Format: Online Training
To View:
Related Materials: Basic Guide for Effort Coordinators (webpage)
Total Professional Effort Guide for Effort Coordinators (webpage)
Effort Support DUHS (ES-DUHS) for Effort Coordinators (webpage)
ECRT Town Hall Sessions

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~ : Located outside of the finance.duke.edu domain.


SAP Security Administration

SAP Security Administration – Online Training Videos

The Security Administration Tool available to SAP Security Administrators and Initiators allows departments to electronically request SAP security roles and organizational unit access for employees within their organizational unit. Requests are sent via workflow for approval to designated Approvers at departmental, organizational unit and corporate levels as appropriate. Online training videos provide SAP Security Administrators, Initiators and/or Approvers with an overview of tool functionality as well as detailed “how to” videos. Please see the Related Material “How to Access This Training in Duke’s LMS” below for more information on about each video, including how to register and view the material.
Target Audience: SAP Security Administrators, Initiators and Approvers
Format: Online Training
To View:
Related Materials: How to Access This Training in Duke’s LMS (pdf)

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SAP Security Administrator Training Presentation

Hands on SAP Security Administrator training was provided in early 2014 to over 150 individuals. These are the slides for that training.
Format: Online Training
To View:

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~ : Located outside of the finance.duke.edu domain.


Additional Options

How to Forward an SAP Workflow

Forwarding a workflow to a manager for approval is useful for departments where the Accounts Payable Representative (gatekeeper) is responsible for research and documentation, but someone else is responsible for approving the change. The following video illustrates how a departmental representative can document research regarding an invoice exception and forward the exception to a manager for final approval.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

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SAP Workflow Substitution

Sharing an SAP Workflow Inbox permits an SAP user to process the SAP workflows for another SAP user when the workflow recipient is unable to process their own workflows. The following videos illustrate how to create a substitute and how to gain access to another user’s SAP Inbox.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
To View:

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


Travel & Reimbursements

Online Expense Reports

Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.