PeopleSoft Financials Training

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Please complete the following steps to gain access to PeopleSoft Finance:

1. Contact your Business Coordinator to request PeopleSoft Financials training. Your Business Coordinator will contact the Budget Office with your employee information and training needed.
2. Complete the Introduction to PeopleSoft Finance (Intro to PS Finance) Module and email the completed exercise to Emilie Chaney.
3. You will receive an email from Emilie Chaney with your PeopleSoft Financial Test (FSTST) Database user name and password.  Then you can schedule a time to complete additional training modules as required by your Business Coordinator. Courses include:
   • Requisition Workflow
   • Voucher Workflow
   • Journal Entry Workflow
   • Reports & Queries
   • Budget Journal Workflow
4. Fill out the top portion of the Finance System Access form (link is below), obtain your Business Coordinator's signature and email the form to Emilie Chaney.
5. Attend the next Open Lab. Open Labs are held the third Wednesday of each month in Bayou 2132. Representatives from Accounts Payable, Purchasing and the Budget Office will be available to answer your questions.

Please use the Financial Test Database when you are testing or training. Contact Emilie Chaney at 2105 for access.

Fill out the top portion of the UHCL Finance System Access Form and obtain your Business Coordinator's signature. Email to Emilie Chaney.