Business Services provides a variety of training for campus. Below are brief descriptions of the classes we have to offer. Please see Organizational Development's website for class schedules and availability.
Accounts Payable and Check Request Form - This course provides an overview of policies, procedures and forms used to approve invoices and request payments via the Check Request Form. Topics covered are payment types, Check Request form, invoice approval, credit memo processing, Vendor Profile Form, real estate rental payments, sales tax issues and payment terms, reimbursable expenses, Fed Ex account policies and procedures, emergency check requests, corrections on partial payments and refunds, payment discounts, and research payment tools.
Asset Management for Campus Admin - This course teaches you the process of self tagging your own assets, using the new web application to record and track those assets, and running departmental reports. Surplus, Disposal, and other Asset Management processes performed by the department will also be covered. This course is a required course of the Departmental Financial Management Certificate Curriculum and requires the completion of two pre-required courses: Introduction to Financials and Navigation.
Campus Requisition - This online tutorial is required to gain access to the PeopleSoft Campus Requisition. The tutorial provides features and functionality of the Requisition (and Department Purchase Order) including how to view and print the DPO. Upon completion of the tutorial, the Financial Administration Personnel Data Set-up Request Form must be completed, signed by the Department Head, and faxed to the Procurement Office. Only authorized Georgia Tech employees will be given access to the Campus Requisition. If you prefer an instructor led course, please contact Susan Edwards, Project Manager for Administrative Systems Training, Susan.Edwards@gatech.edu. The Campus Requisition Approver class is an instructor-led session for Financial Department Approvers who need access to the requisition panels to approve requisitions and run additional financial reports.
PCard Cardholders Training & Certification - This online tutorial is designed to take the cardholder through the steps in obtaining and using the Procurement card (PCard) at Georgia Tech. The class outlines PCard requirements, defines PCard terms, guidelines, and restrictions. The class is required for new cardholders and for recertification annually. The intended audience is PCard Cardholders and PCard Coordinators.
PCard Coordinator Training & Certification - This online tutorial is designed to take the coordinator through the duties and responsibilities required of Departmental PCard Coordinators. The class includes a review of key program controls such as approvals and compliance. The class is required for new coordinators and for recertification annually. The intended audience is PCard Coordinators and Reviewers.
PCard Compliance - This online tutorial is designed to demonstrate the process for marking cardholders as compliant through PeopleSoft. The intended audience is PCard Coordinators and Reviewers.
PCard - Bank of America Works Guide - This presentation is designed to assist cardholders, coordinators, or Proxy Reconcilers on how to use Bank of America Works – from logging in to running cardholder statements. The intended audience is anyone who needs to use BOA Works.
Procurement Overview for Financial Managers - This course presents an overview of the services provided by the Business Services Department. Innovative procurement processes and integrating procurement "Best Practices" in a unit's business office will be discussed. This course is a required course of the Departmental Financial Management Certificate Curriculum and the Georgia Tech Financial Fundamentals Certificate Program Curriculum.
Service Agreements, Consulting Contracts and Making Payments for Services - This course covers the payment process for service agreements and consulting contracts. Topics include completing service agreements and consulting contracts, identifying an employee verses an independant contractor, how to make honorarium payments, awards and prizes, non-resident alien service payments and the requirements of IRS reporting.
Travel Policies and Procedures for Campus Administrators - This course covers travel policies and procedures for campus administrators. Topics covered are Travel Authorization Form, Registration payments, Travel Expense Statement (employee travel reimbursements), International travel, and Travel reimbursements for official guests, visitors, and consultants.