Training

 

Employees should determine what their responsibilities are and obtain the proper training from Finance in order to access the finance systems. Refer to Finance Course Description  for class description. Enroll in the following courses through MYSJSU:

Staff with Purchasing, Payment and/or Financial Responsibilities

Course Name

Course Number

Additional Comments


Intro to Finance

FIN009

Required to complete before enrolling in FTS001 and FTS002. 

Requisitions

FTS001

Pre-requisite FIN009.  Grants access to the FTS module used to create Requisitions. Refer to FTS Roles and Access for more information.  

Vouchers

FTS002

Pre-requisite FIN009.  Grants access to the FTS module used to create Direct Payment and Employee/Student Reimbursements vouchers.  Refer to FTS Roles and Access for more information.  

Transfers

GL002

Grants access to the FTS module used to transfer expense or budget between department's chartfields. Refer to FTS Roles and Access for more information.  

HR Expense Adjustment

HR9015

Grants access to the FTS module used to correct department's chartfields for an already occurred payroll warrant.  Refer to FTS Roles and Access for more information.  


Contact financeconnect@sjsu.edu to schedule a 1-1 training.

Intro to Data Warehouse

FIN008

Grants access to the CFS Data Warehouse system which is used to run financial reports.

Receipts/Inspections

FIN902

Grants access to the CFS module which is used to confirm receipt and inspection for products/services that were ordered through a Purchase Order.

ProCard/GoCard Reconciliations
FIN903 Required course for staff who will be a ProCard/GoCard Cardholder. Grants access the CFS module used to perform monthly ProCard/GoCard reconciliations.

 

MPP Level Employees and Department Chairs

Course Name

Course Number

Additional Comments

Finance Overview for Managers FIN007
This is a required course for MPP level employees and Department Chairs to gain access to approve purchasing/payment and transfer requests in FTS. Refer to FTS Roles and Access for more information about the system.

Intro to Data Warehouse

FIN008

Optional. Grants access to the CFS Data Warehouse system which is used to run financial reports.