Functional Map for Finance

Below, please find information related to tools and trainings for Administrative Operations-related processes and procedures. For more information, please contact Shannon Ingraham

Functional Map for Finance

Function Tools Training Training Type Contact/Website
Purchasers and Approvers Pcard Pcard Training Guide Pcard Policies and Procedures

Concur

Concur Training Guide Concur Website
Harvard Training Portal Concur Training Registration
Annual Sign Offs Representation Letter Shannon Ingraham Guide Shannon Ingraham, Department Administrator, FAS Finance and/or
Jay Herlihy, Associate Dean for Finance, FAS Finance
Budget Letter Budget Team Multi Shannon Ingraham, Department Administrator, FAS Finance
Application Security RUFFAS System Access Through AppSec Webinar RUFFAS Reporting
System Access Requests FAS Finance Website / Appsec Team In Person Systems Access Request Form
Systems OBI Reporting OBI Training In Person Harvard Training Portal OBI Training Registration
SPECTRA SPECTRA Training In Person SPECTRA
Aurora Reports Aurora Training -ASAP Training and Aurora Knowledge Center In Person Aurora Login
Harvard Training Portal Aurora Training Registration
PeopleSoft PeopleSoft time/absence reporting/approval and required reports In Person Harvard Training Portal PeopleSoft Training Registration
FAS Administrative Operations Contacts
EMS RoomBook Mike Kinney Guide RoomBook Login
Hyperion BRIO Finance Controllers Group or ASAP In Person Harvard Training Portal Registration
HUBS Budgeting training for new users In Person Harvard Training Portal HUBS Training Registration
HCOM Purchasing/Marketplace training for new users In Person Harvard Training Portal HCOM Training Registration
Onboarding FAS Finance Onboarding Book HR/Admin Ops In Person

Shannon Ingraham, Department Administrator, FAS Finance and/or Nick Cody, Administrative Coordinator, FAS Finance

FAS Finance Website FAS Finance Website Guide Onboarding Guide
Payroll I-9 Entry Guide I-9 Submission Process and Resources
Payroll Calendar   Guide Payroll Calendar
Off Cycle Checks   Guide Payroll, FAS Office of Finance
Payline Newsletter   In Person The Payline, FAS Office of Finance
Weekly and Biweekly Pay Report Payroll and ASAP In Person Bi-Weekly Payroll Guide
PeopleSoft ASAP Training In Person PeopleSoft
Faculty Financial Advising Tom Skerry, FAS Finance Tom Skerry, FAS Finance In Person Tom Skerry, Assistant Dean and Faculty Financial Administrator, FAS Finance
Listserv Management FAS DA Listserv FAS Finance Admin Team In Person Shannon Ingraham, Department Administrator, FAS Finance and/or Nick Cody, Administrative Coordinator, FAS Finance
Accounting ADI Worksheet Finance Controllers Group- Journaling   Journal Template Worksheet
Year End Close FAS Finance Website Process Flow Guide Year End Close Guide
Gifts and Endowment Requests & Forms FAS Finance (Finance Controllers Group) Guide Processing Endowment and Current Use Gifts
Budgeting Forecasting Budget Team and ASAP In Person Budget Team
ASAP Team
Multi Year Planning Budget Team In Person Budget Team
ASAP Team
Budget Budget Team and ASAP In Person Budget Team
ASAP Team