Functional Map for Administrative Operations
Below, please find information related to tools and trainings for Administrative Operations-related processes and procedures. For more information, please contact Walt McGough.
Function | Tools | Training | Training Type | Contact/Website |
---|---|---|---|---|
Pcard & Corporate Card Support | Concur Training | Classroom training on Concur application | Live Virtual Class | |
Pcard Training | Mandatory online training prior to receiving the Pcard | Webinar | PCard Overview | |
Resources | Online guides and FAQs | Guides | ||
Training (Steady State) | Finance Fundamentals | Six session course to explain "why's" of finances in FAS | Live Virtual Class | Finance Fundamentals SharePoint |
Concur | Reimbursements & Reconciliations | Live Virtual Class Cycle | Concur Reimbursements & Reconciliations | |
HART | Financial dashboard training for new users | Live Virtual Class | HART Financial Dashboard Training | |
Chart of Accounts | Harvard CoA training for new financial users | Live Virtual Class | Chart of Accounts (FAS) | |
Buy2Pay | Purchasing/Marketplace training for new users | Live Virtual Class | ||
PeopleSoft | PeopleSoft time/absence reporting/approval and required reports | Live Virtual Class | PeopleSoft Overview (FAS) | |
Aurora | FAS look-up and reporting training for new users | Live Virtual Class | ||
Journals | Tools used for journal transfers | Live Virtual Class | ||
Tips and Tricks Sessions | Advanced training/discussion for experienced users of Concur and Buy2Pay | Live Virtual Class | ||
Administrative Support | Virtual departmental help | Assistance in the department with financial tasks | Virtual | fasasap@fas.harvard.edu |
Change/Project Management | Coordination of new project rollouts/Communication to FAS departments |
|
In Person |
Maureen Berry, Director of Project and Change Management |
Procurement | Exceptions to Policy | Exception Request Form | Via Email | |
Petty Cash | Petty Cash Replenishment | Guide | ||
Contract Review | Contact Andry McFall for assistance | In Person | Sean McQuarrie, Director of Procurement Operations smcquarrie@fas.harvard.edu |
|
Risk Management | Mitigation of FAS risks | Contact Katherine Gates with questions/concerns regarding risks to FAS | In Person |
Katherine Gates, Chief of Staff |