TSS Training

TSS offers training sessions which occur on a regular basis and cover various topics. Below please find a list of the courses. Please register for the session(s), you find the most relevant for you. If by chance you are interested in a course which is offered on a day you are unable to attend, please email carol.liedes@tufts.edu to make alternative arrangements.

Class:  Electronic Requisitioning
Audience:  Any User
Time:  Second Tuesday of each month from 11:00 AM – 12:00 PM
Type:  Zoom meeting
Brief Description of Training:  In E-Req, a user can create requisitions, allocate charges to their DeptIDs or grants in accordance with specific, authorized profiles and forward these requisitions to on-line approvers in accordance with local and University approval policies. Supporting documentation in electronic format can also be attached to requisitions. This class will provide some important ‘before you begin an e-req’ tips and a step-by-step demonstration of creating a requisition. Register here.

Class:  Medius Invoice Approval Training
Audience:  New Users
Time:  First Wednesday of each month from 10:00 AM – 11:00 AM
Type:  Zoom meeting
Brief Description of Training: This half hour class will review the Medius product, which is a software which scans invoices into the Electronic Invoice (EI) system, matches data to an existing Purchase Order, and processes the invoice directly into PeopleSoft with little or no manual intervention.  The EI system provides an automated workflow process that is utilized to obtain invoice approvals where necessary. Users will receive an email containing a summary of their invoices imported from the previous day that require their approval.  A weekly Tableau report called My Pending Approvals will highlight all pending approvals. A tip sheet is available as well.  Register here.

Class:  Forms, Policies & Processes
Audience:  Any, Especially New Administrative Staff
Time:  Various Wednesdays of each month from 2:00 PM - 3:30 PM
Type:  Zoom meeting
Brief Description of Training: In this class, participants will review the processes of doing business at Tufts.  Specific topics include methods of procuring goods and services, how to process travel & business expenses, when to use the Electronic Check Voucher, the process in which vendors are paid and where to find applications to the various systems.  This class typically lasts ninety minutes. Register here.

Class:  PaymentWorks
Audience:  New Users
Time:  Second Thursday of the month from 10:00 AM – 11:00 AM
Type:  Zoom meeting
Brief Description of Training:  PaymentWorks is a platform used to streamline the process of creating suppliers/payees (vendors, students, or individuals) in order to get them paid through Accounts Payable. Through the PaymentWorks platform, the process of inviting a supplier to enroll is as simple as sending an email. This new automated process will provide complete transparency from invitation through supplier creation in PeopleSoft, saving time for all parties involved.  This class typically lasts thirty minutes.  Register here.
 
Class:  Electronic Check Voucher
Audience:  New Users
Time:  Various Tuesdays (see specific date by registering)
Type:  Zoom meeting
Electronic Voucher Voucher is an online system in PeopleSoft that is used for unique payments, such as honorariums, fellowships and payments to study participants. Electronic check voucher is also used for travel reimbursement to students and university guests. In this training, you will learn how to create payment requests and inquire about previously submitted items. Register here.

Class:  Time Entry & Time Off Tracking
Audience:  Any User
Time:  Third Monday of each month from 10:00 AM – 11:00 AM
Type:  Zoom meeting
Brief Description of Training:  Department timekeepers typically use Time Entry and Time Off Tracking, both part of eServe.  Time Entry is the process by which hours for weekly paid individuals are recorded.  Time Off Tracking is used when recording time taken (such as vacation, personal, etc.) for exempt employees and for faculty sick time.  Sign up for this class to learn more about both processes! Register here.

Class:  Apptricity (aka e-Expense)
Audience:  Any User
Time:  Third Thursday of each month from 10:00 AM – 11:00 AM
Type:  Zoom meeting
Brief Description of Training:  Apptricity is Tufts’ on-line travel and business expense management system.  All faculty and staff needing to report expenses/seek reimbursement for out of pocket expenses are required to use Apptricity. This class will review what’s needed in preparing the report, as well as a demonstration of using the various functions of the system including posting transactions from the corporate travel MasterCard, preparing per diem reports, how to be reimbursed for mileage, and more. Register here.

See below for instructor-led, videos, self-help guides and tip sheets related to other various Finance Systems.

FAST:  There is a program that HR, TSS and IT conduct once per month called FAST (Foundations of Administrative Support) at Tufts.   The course is 2 full days and it reviews all of the Finance and Human Resources systems in order to successfully conduct business at Tufts. Visit the Tufts Learning Center for more information, or contact Lauren.Hubbard@tufts.edu to enroll..

e-Expense/Apptricity
User Guide
Video Tutorials for e-Expense (Apptricity)
Trouble Using Apptricity Mobile Application in e-Expense, pg 47

PCard
Guide to PCard in PeopleSoft
Reconciling PCard Transactions in PeopleSoft
Activating a Corporate Card or PCard
Procurement Card (PCard) Uses and Restrictions
Information about the PCard

eReq
E-REQ user Guide

Data Warehouse
Data Warehouse Financial Reports Tip Sheet
Data Warehouse Travel Expense Tip Sheet

Marketplace
Tufts Marketplace User Guide

Accounting Functions
Directions To Complete An Expense Transfer
How To Complete An IDR
 

 

Self Help Article Provided by
Tufts Support Services