Please note that, unless otherwise indicated, you must be an established employee with Utah State University in order to access the online trainings (if you are not set up in the payroll system, you will be unable to login and view the trainings).
Finance Systems
Instructions on how to access various reports available to employees with Finance access, as well as information on their associated e-print forms. If you are an employee needing Argos access, email FinanceSecurityRequest@usu.edu.
Trainer/Point of Contact:
Sharyn Bradfield
(435) 797-8089
sharyn.bradfield@usu.edu
Relevant Forms:
Banner Finance Organization Security Access Request (Service Now)
P-Cards
Training for new and renewing USU Cardholders and Delegated Users (including P-Card, All Card, and Travel Card). Cardholders must renew training every two years.
Trainer/Point of Contact:
P-Card Team
pcardadmin@usu.edu
Relevant Forms:
P-Card, Travel Card, or All Card Request Form (Service Now)
Treasury Services
Online training outlining the best credit card handling practices for employees and non-employees/non-students who handle money (cash or digital) on behalf of USU.
Questions about Training:
Shanell Johnson
(435) 797-1682
shanell.johnson@usu.edu
Problems with Login:
Organizational Development & Training Team
training@usu.edu
Finance Systems
Required online training pre-requisite for all other training regarding USU's Finance Systems. Must complete the two forms required for gaining access and email them to Allen Dawes.
Trainer/Point of Contact:
Allen Dawes
(435) 797-1436
allen.dawes@usu.edu
Relevant Forms:
Banner Training/Access Request
Banner Finance Organization Security Access Request (Service Now)
Purchasing Services
Understand the needs of the departmental users who will be creating shopping carts, looking up orders, requesting the shopping cart, and understanding the approval process.
This is a face-to-face training, and sessions are made available by request. To request a training, please complete the training request form.
Reference Material:
USU EZ Buy Portal
Finance Systems
Training for those that are entering journal vouchers for their department/college. You must complete the Chart of Accounts (COA) training before beginning this training.
After completing the training, fill out the Banner Training / Access Request Form to be granted the additional permissions you need.
Trainer/Point of Contact:
Betsy Clark
(435) 797-0363
betsy.clark@usu.edu
Reference Materials:
Approving a Journal Voucher
Adding Documents to Banner/AppEnhancer
Journal Voucher Tips & Tricks
Finance Systems
For those who need to submit and approve labor redistributions, please contact the trainer for a training time. For those needing approval access only, watch the Labor Distribution: Approvals video and submit a screenshot of your completion along with your name and A-number to financesecurityrequest@usu.edu.
You must complete the Chart of Accounts (COA) training before beginning this training.
Trainer/Point of Contact:
Michael Ballif
(435) 797-0940
michael.ballif@usu.edu
Reference Materials:
SB Submission/Approval Instructions
PHAREDS Submission Instructions
Service Centers
An introduction to basic service center cost accounting and management. This training webinar was originally offered by NCURA, National Council of University Research Administration.
Trainer/Point of Contact:
Lori Francom
(435) 797-0975
lori.francom@usu.edu