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TSS Training
Audience: Any employee seeking training for TSS Processes and Systems, especially Department Administrators, Department Managers, or Administrative Support Staff.
Special training requests are welcome! Please email carol.liedes@tufts.edu. We're happy to conduct a dedicated class for you or your department.
Online Training Resources:
PeopleSoft HR/Guided Self-Service (GSS)
Hire Transactions - Students, Direct Temps, Post-Docs, and create a POI (unpaid Personnel Record)
How to Access the Department ePAF Dashboard - see where your new hire is in the process of onboarding
How to submit HR Transaction in GSS - see how to submit the most common transactions
How to Track and Modify your GSS Transactions
How to terminate a Student Job in ePAF
Hiring and transferring employees in a new role type:
- Transferring Staff to a Faculty Role (and the reverse)
- Transferring a Nonexempt Role to an Exempt Role (and the reverse)
- Hiring a Postdoc (previous graduate student or Postdoc)
- Hiring Staff/Faculty (previous Postdoc)
- Hiring Staff Member (previous Affiliate)
- Hiring a Temporary Worker (former employee)
Financial Systems and Processes (e-req, check voucher, wire payments)
PaymentWorks
How to send a PaymentWorks Invitation to a new Vendor/Payee (only needed if a vendor does not already exist in PeopleSoft)
Tufts Marketplace
Using the Tufts Marketplace for Online Shopping
Electronic Requisitions and Invoice Payments
How an e-REQ becomes a Purchase Order (PO) - brief visual
How to Create an Electronic Requisition - Self-Guided Course (including videos) for new users (but helpful refresher for seasoned users)
How to Create a Change Order in e-REQ
How to Make Attachments After Submitting e-REQ
How to Create a Prepaid PO for Events
How to check on the status of an e-REQ
How to check on the status of an invoice
How to search for an invoice without the PO Number
How to check if a vendor already exists in PeopleSoft Finance
Check Voucher
Decision Tool: When to use a check voucher
International Vendor Payments
In-Person/Zoom Trainings
NEW! Supplier Justification Information Session
New Zoom Class for the month of December 2023!
Learn all about some recent changes made to the Supplier Justification Form/Section in e-Req. These small enhancements to names and definitions of the supplier justification form accurately reflect the bidding and vendor selection process, make reporting easier, and will ensure we will be in compliance with uniform guidance and Tufts Procurement Policy.
Register for a session:
Sessions will run approximately 45 minutes.
Electronic Requisitioning
Class: Electronic Requisitioning
Audience: Any User
Time: Second Tuesday of each month, times vary
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 online 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.
Medius Invoice Approval Training
Class: Medius Invoice Approval Training
Audience: New Users
Time: Wednesdays, various times
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.
Forms, Policies & Processes
Class: Forms, Policies & Processes
Audience: Any, Especially New Administrative Staff
Time: Various Wednesdays of each month from 2:00 PM - 3:00 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. Note: the information covered in this class matches that of FAST.
PaymentWorks
Class: PaymentWorks
Audience: New Users
Time: Second Thursday of the month
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.
Electronic Check Voucher
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.
Time Entry & Time Off Tracking
Class: Time Entry & Time Off Tracking
Audience: Any User
Time: Various Mondays
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!
Apptricity (aka e-Expense)
Class: Apptricity (aka e-Expense)
Audience: Any User
Time: Third Thursday of each month, times vary
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.
Foundations of Administrative Support (FAST)
There is a program that HR, TSS and IT conduct every other month called FAST (Foundations of Administrative Support) at Tufts. The course is 1 full day and it reviews all of the Finance and Human Resources systems in order to successfully conduct business at Tufts. For more information and to enroll visit the Tufts Learning Center. Contact Lauren.Hubbard@tufts.edu with any questions.
User Guides (.pdf)
Guided Self-Service (GSS)
Submitting Personnel Actions - this opens a table and a .pdf with a guide for the transaction will open
Provided by Tufts Support Services