Central Teams

Welcome to the Central Teams Resource Training Materials Page

This content is typically only relevant to individuals working within the division of Business and Finance or the Office of Human Resources. New resources will be added to this page as they become available. Training content is accessible only with an ETSU account.

Human Resources

• Absence Management

  • Add or Delete an Enrollment - Quick Reference Guide
  • Adding Absences on an Employee's Behalf - Quick Reference Guide
  • Donation - Donating Sick Leave - Quick Reference Guide
  • Donation - Reception Plan Enrollment - Quick Reference Guide
  • Donation - Send Requested Sick Leave - Quick Reference Guide
• Compensation

  • Across the Boards (COLA) - Job Aid
  • Add Individual Compensation - Job Aid
  • Manage Individual Compensation - Job Aid
• Core HR

  • Hire Contingent Worker/Add Non-Worker - Quick Reference Guide
  • Maintain Jobs - Quick Reference Guide
  • Position Management - Quick Reference Guide
  • Maintain Locations - Quick Reference Guide
  • Manage Assignments - Quick Reference Guide
  • Manage Employee Personal Information - Quick Reference Guide
  • Process Pending Worker - Quick Reference Guide
  • Promote an Employee - Quick Reference Guide
  • Termination - Quick Reference Guide

 

Business and Finance

• Accounts Payable

  • Analyze Accounts Payable Balances - Job Aid
  • Close Payable Periods - Job Aid
  • Invoice from Spreadsheet - Job Aid
  • Manage Holds - Job Aid
  • Receive and Process Invoices - Job Aid
  • Record Accounting - Quick Reference Guide
  • Submit Invoices (and what happens after it is submitted) - Quick Reference Guide
• Accounts Receivable

  • Closing Receivable Period - Job Aid
  • Create and Maintain Customer Date - Job Aid
  • Create Manual AR Transaction - Job Aid
  • Fixing Incorrect Deposit - Job Aid
  • Manage Bad Debt - Job Aid
  • Managing Aging Receivables - Job Aid
  • Refund Process - Job Aid
  • Update a Customer's AR Balance - Job Aid
• Budgetary Control

  • Create Budget Entry from Revenue for Foundation - Job Aid
  • Load Budget Entries via AFPDI - Job Aid
  • Manage Control Budgets for Foundation - Job Aid
• Capital Projects

  • Add Additional Project Team Manager - Quick Reference Guide
  • Update Project Manager - Quick Reference Guide
  • Close a Capital Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
• Cash Management 

  • Bank Reconciliation - Job Aid
  • Create External Transactions and Generate Cash Transactions - Job Aid
  • Manage Bank, Branch, and Accounts - Job Aid
  • Manage Bank Statements - Job Aid
• Expenses

  • Administrator Processing Personal Charges on Corporate Card - QRG
  • Audit Expense Report - Quick Reference Guide
  • Manage Credit Card Data - Quick Reference Guide
  • Manage Expense Policies - Job Aid
  • Reimburse or Process Cash Advance - Job Aid
• Faculty Funds

  • Close a Faculty Fund Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
  • Create a Budget Revision on Award's Project - Quick Reference Guide
  • Create an RFP Award and Project - Job Aid
• Fixed Assets

  • Acquire Asset - Quick Reference Guide
  • Process Assets Accounting Close - Quick Reference Guide
  • Reinstate Asset - Quick Reference Guide
  • Retire and Dispose of Asset - Quick Reference Guide
• Grants Management

  • Close a Sponsored Award and Project - Quick Reference Guide
  • Correcting Converted Costs - Job Aid
  • Create Advance/Pre-award Award - Job Aid
  • Create Misc. Expenditure Batch via UI - Quick Reference Guide
  • Create Misc. Expenditure Batch: Indirect Cost Adjustment using ADFDI - Quick Reference Guide
  • Generate LOC Invoices in Contract Management - Job Aid
  • Modify Awards - Job Aid
  • Update Burden Schedule and Recalculate Burden Costs - Job Aid
  • Viewing Expenditures in GL and Submitting Invoices - Job Aid
• Labor Distribution

  • Global Element Labor Schedules - Quick Reference Guide
  • Manage Pay Element Expenditure Type Derivation - Quick Reference Guide
  • Manage Project Payroll Pay Elements - Quick  Reference Guide
• Payroll

  • Add Manual Element Entry - Quick Reference Guide
  • Administering Garnishments - Quick Reference Guide
  • Calculate Payroll - Quick Reference Guide 
  • Element Creation - Job Aid
  • FICA Status for Student Employee - Quick Reference Guide
  • Load Element Entries via HSDL - Job Aid
  • Maintain User Defined Tables - Quick Reference Guide
  • Processing Retro Pay - Quick Reference Guide
  • Review or Update Employee W-4 - Quick Reference Guide
  • Updating Employee Direct Deposit and Updating Bank Account Information as Administrator - Quick Reference Guide
  • Viewing Employee Information - Quick Reference Guide
• PPM

  • Correcting Converted Costs - Job Aid
  • Manage PPM Period End Close - Job Aid
  • Manage Refunds - Issue AR Refunds - Quick Reference Guide
  • Manage Sponsored Refunds - Issue Credit Invoice - Quick Reference Guide
• Procurement

  • Create Supplier Agreement - Job Aid
  • Requester Roles and Responsibilities - Quick Reference Guide
  • Managing Purchase Orders - Job Aid