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 |
See also: Administrative Support, Buy to Pay, Change/Project Management, Concur Training and FAQ, Contract Review, Corporate Card, Pcard Overview and Training, Petty Cash, Procurement, Risk Management, Training (Roll Out), Training (Steady State) Finance Fundamentals, OBI, HUBS, PeopleSoft, Travel, Tips and Tricks etc.