In addition to the online learning courses that users are assigned in My Learning (through the SF Employee Portal), we are offering Instructor Led Training (ILT) classes to help users become more proficient with the basics of the Financials & Procurement system. To register for a class session, click REGISTER next to the class.  All available dates for this class will be in the registration page. 


If you need to CANCEL a class you Registered for, please email cathy.ko@sfgov.org and indicate which class and date/time you wish to cancel. 


Attached to this article (at the bottom) you will find the dates associated with each ILT class being offered from February through June 2018. 


Basic PeopleSoft NavigationLearners are taken through a PeopleSoft navigation overview and will learn how to use search pages, work with PeopleSoft pages, navigate between pages, use PeopleSoft grids, and manage worklists and approvals. This is a must have for user success!
REGISTER
How to Submit Employee Expense ReportsLearn how to create an Expense Report for travel or other reimbursable expenses, including tuition reimbursement. You will also learn how to ensure your Expense Report gets approved.REGISTER
Financials Courses

Creating Vouchers
Learn how to create and review voucher information, validate accounting information, and approve vouchers for payment.
REGISTER
How to Make Journal EntriesLearn how journal entries are made in the Financials and Procurement system.
REGISTER
Managing Employee Expense Reimbursements for Financial StaffThis course is intended for Finance staff who work with Employee Expense Reports (Reimbursements). Learn how to create Expense Reports and the steps for review, approval, and employee payment. REGISTER
Grants ManagementLearn how to create/copy a Proposal, Submit a Proposal, Create a Grant Award Profile from a Proposal or Contract, and Run the Generate Award Process.  You will also learn how to update Customer Contact Information.REGISTER
Procurement Courses

PO Admin Training Learn how to close/cancel/change order/finalize your department Purchase Orders (PO) and Requisitions. This training and hands-on lab session is for City staff who are responsible for finalizing Purchase Orders and Requisitions for Year End processing.  Please bring your work with you for the lab portion.
REGISTER
Creating RequisitionsLearn how to create a Requisition when you need to purchase something. REGISTER
Creating Purchase OrdersLearn how to create a Purchase Order from a Requisition or from a Contract. REGISTER
Creating Supplier ContractsLearn what is needed to create a new contract, copy from an existing Contract or copy from a Sourcing Event. REGISTER
Creating Sourcing EventsLearn about Sourcing Plans, Sourcing Event Creation, Sourcing Event Management, and Awarding the sourcing Event. Learn how to create a Sourcing Event, how to add documents, collaborate with others on the sourcing event and use the Event Workbench.
REGISTER
Procure to PayLearn how the pieces fit together in the Procure to Pay business process.  Beginning with Purchase Orders and ending with Vouchers learn how the data is related throughout. REGISTER
Reports & Analytics Courses

Using Reports & Analytics System - Basic Learn how to access the vast data in our systems using Reports and Analytics. We will cover existing reports and Dashboards and how to review data at summary and detail levels.

Note: The dates for registering for these classes are not all in date order - when you get to the Registration in Eventbrite, please scroll through all 7 options for all dates. 
REGISTER
Q&A for Reports and Analytics - AP and Expenses DataPre-Requisite: You MUST have taken the "Using Reports & Analytics System - Basic" prior to this session.

Take a deep dive into the data in these functional areas: AP, Payroll, Employee Expenses 
REGISTER
Q&A for Reports and Analytics - GL/KK and Project Costing Data
Pre-Requisite: You MUST have taken the "Using Reports & Analytics System - Basic" prior to this session.

Take a deep dive into the data in these functional areas: GL, Commitment Accounting (KK), Project Costing
REGISTER
Q&A for Reports and Analytics - Procurement Workflow data
Pre-Requisite: You MUST have taken the "Using Reports & Analytics System - Basic" prior to this session.

Take a deep dive into the data in these functional areas: All Procurement and Workflow approvals
REGISTER