Controller's Department

Training



eData

This is online training for the eData system in Access Plus that will hold data from the Kuali Financial System. Online training can be found on the eData website. Also, check Learn@ISU to see if classes are available.


Kuali

This is online training for the Kuali Financial System in Access Plus. This system is used for Disbursement Vouchers, Non-check Disbursements, Distribuation of Income and Expense, General Error Corrections and Salary Expense Transfer to name a few. Online training can be found on the Kuali website. Also, check Learn@ISU to see if classes are available.


Employee Reimbursements: Beyond the Basics
This training will explain how to check reimbursement status, to understand the routing path, and give tips for increased ease of use. It is intended for persons who already have some experience using the Employee Reimbursement system.
Employee Reimbursement Online Tutorial


Working with Accounts Payable
This training will explain the processing steps for paying invoices and help you to avoid common problems with each step. A comprehensive reference manual also is available.


Electronic Personnel Actions (EPA)
Scheduled upon request

Training for the Electronic Personnel Actions (EPA) is scheduled on an one-to-one basis. To schedule a training session, contact Sue Hudson in Payroll, 294-0455. EPA Manual


Guidelines for Fee for Service Operations
Scheduled upon request

This training is designed for departments who charge for goods and/or services provided to other departments or external entities. To schedule a training session, contact Robin Jones in Financial Accounting and Reporting, 294-6388. Fee for Service Operations



To register for the training offerings listed below, please go to Learn@ISU, enter your user name and password, click on Course Catalog and scroll down to the Controller's Department offerings.


Allowability and Appropriateness for ISU Expenditures
Not scheduled at this time.

This workshop will define allowability and appropriateness for Iowa State University employees. Some key topics that will be discussed are an overview and definitions, the State of Iowa hospitality guidelines, and unallowable expenses of sponsored programs. Allowability and Appropriateness


Efforting Report and Employee Activity Summary of Effort (EASE) Training
Not scheduled at this time.

This workshop is designed for departmental coordinators of EASE (Employee Activity Summary of Effort) forms: different uses of the form, completing the form, and distribution of the form. EASE Manual


Payroll Procedures
Scheduled: March 2016, date to be determined

This workshop is designed for departments to learn about payroll services, how the services can be obtained, and the procedures and paperwork necessary in working with payroll. Items covered are hourly entry, overtime, holiday pay, comp time and vacation/sick leave in detail. Questions and discussion will be an important part of this session. Training manuals can be viewed on the Payroll website.