For UCCS Employees and Affiliates

GETTING STARTED IN THE CU FINANCE SYSTEMS (For UCCS employees and affiliates)

The information below will assist you in gaining access to the University of Colorado's Financial and Procurement Systems. There are three basic steps in this process (check them off as completed if you like):

□ DETERMINE IF YOU NEED ACCESS TO THE FINANCIAL AND/OR PROCUREMENT SYSTEMS □ TAKE ON-LINE AND IN-PERSON TRAINING COURSES □ OBTAIN AN OPERATOR ID TO ACCESS THE PEOPLESOFT SYSTEM

1) DETERMINE IF YOU NEED ACCESS TO THE FINANCIAL AND/OR PROCUREMENT SYSTEMS:

Your supervisor or Department Administrator will be able to assist you in this determination. Access to these areas will allow you to perform some or all of these actions:

PEOPLESOFT FINANCE  Create actual and/or budget journal entries and inquire on all journal entries  Lookup any Chartfield information (Speedtypes, FOPPS, Orgs, etc.) COGNOS REPORTING  Run various financial reports and look ups CU MARKETPLACE  Shop, purchase, approve  Inquire on vendor payment information CONCUR TRAVEL  Booking travel  Expense report creation EXPENSE SYSTEM  Expense report creation for the procurement card

NOTE: The following are NOT input directly by departments into the Financial and Procurement Systems:  Cash receipts  Cash Journals  Budget Journal Approvals  Creation of new Chartfield values  Warrant Adjustment requests  Vendor requests

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Please contact Oksana Glushchenko at [email protected] for questions or comments about this document.

D:\Docs\2018-04-21\0295cba10192e519dcbc11ba38d76c8c.doc Page 1 2) TAKE ONLINE AND INSTRUCTOR-LED TRAINING COURSES

 To self-enroll in SkillSoft courses, go to the portal https://portal.prod.cu.edu/MyUCCSFedAuthLogin.html , user name and password you use to log in to your computer, then click on Login. Go to the CU Resources Tab, next click on the Training drop down, then Start SkillSoft -- CU's online learning link and find the course(s) you need to take, select "Enroll". NOTE: There is a link to a SkillSoft Quick Start Information help tool.  For In Person classes check with the In Person finance Trainer from the contacts.

Training requirements can be found in the Quick Reference Guide link.

3. OBTAIN AN OPERATOR ID TO ACCESS THE PEOPLESOFT SYSTEM

Once you have completed the necessary SkillSoft and/or in-person training, you can submit your access request form.

Open up the link provided, click on HR/FIN/Marketplace, under Financial Systems click on Finance System/Marketplace Access Request, fill in the Access Request form and electronically route the form as needed. https://www.cusys.edu/ums/security/CUonly/AMPS/accessrequestforms.php Once your Operator ID has been set up, you will be notified by AMPS via email as to the Operator ID #. This email will include instructions on activating your User ID and setting up your password.

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Please contact Oksana Glushchenko at [email protected] for questions or comments about this document.

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