Functional Map for Finance
Below, please find information related to tools and trainings for Finance-related processes and procedures. For more information, please contact Nancy Guisinger.
| 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 | Nancy Guisinger | Guide | Nancy Guisinger, Associate Dean & Controller |
| Budget Letter | Budget Team | Multi | Susan Duda, Associate Dean for Budget & Financial Planning | |
| Application Security | System Access Requests | FAS Finance Website / Appsec Team | In Person | Systems Access Request |
| 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 | |
| HUBS | Budgeting training for new users | In Person | Harvard Training Portal HUBS Training Registration | |
| Buy2Pay | Purchasing/Marketplace training for new users | In Person | Buy2Pay Training - Admin Ops Training and Support Calendar | |
| Onboarding | FAS Finance Onboarding Book | HR/Admin Ops | In Person |
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 | |||
| 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 | TBD | TBD | In Person | TBD |
| Listserv Management | FAS DA Listserv | FAS Finance Admin Team | In Person | Nick Cody, Administrative Coordinator, FAS Finance |
| Accounting | ADI Worksheet | Journal Entry | Guide | 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 | |
| General Accounting | Finance Controllers Group | In Person | Accounting Team | |
| 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 |