IRIS Course Descriptions

To register for IRIS classes, click on the IRIS Courses link at left. IRIS classes are held in Room 150 Conference Center Building, unless otherwise noted.

IRIS APPROVALS
Prerequisites: None
Frequency: Monthly
This class covers how to complete on-line approvals in IRIS for both financial
transactions and time entry.

BASIC REPORTING FOR FUNDS
Prerequisites: Valid User ID, one month's experience using IRIS
Frequency: Every other month
This class is an introduction to basic financial reporting for those who are new to reporting in the IRIS system. It covers how to run, print, and read three of the most basic departmental financial reports: the department ledger reports (ZDEPT_LEDGER and ZE_LEDGER), the annual budget versus actual report (ZFM_BCS001B), and an actuals line item report (FMRP_RFFMEP1AX – All Postings). You MUST have a valid user ID for the IRIS Production system AND know your cost center or WBS element number to participate in this class. Also, to get the greatest benefit from the class, you should wait to take the class until you have had at least a month's experience using the IRIS system.
 

BASIC REPORTING FOR HUMAN RESOURCES
Prerequisites: Valid User ID, one month's experience using IRIS
Frequency: Every other month
This class is an introduction to basic human resources reporting for those who are new to reporting in the IRIS system.  It covers how to run, print, and download HR data, as well as how to save selection criteria and save a custom layout.  Topics covered include reporting on employee data, position data, time entry data, absence quotas and the payroll distribution report. You MUST have a valid user ID for the IRIS Production system AND know your responsible cost center to participate in this class.  Also, to get the greatest benefit from the class, you should wait to take the class until you have had at least a month’s experience using the IRIS system.


BASIC REPORTING FOR WBS ELEMENTS
Prerequisites: Basic Reporting for Funds, Valid User ID, one month's experience using IRIS
Frequency: Every other month
This class is an introduction to basic reporting for WBS elements for those who are new to reporting in the IRIS system. Among the information covered is how to read the department ledger report (ZDEPT_LEDGER) based on the type of WBS element, the overall budget versus actuals report (ZFM_BCS002B), and the WBS element line item report (CJI3). Also included are the WBS Element Master Data Overview – Restricted Report (ZPS_WBS_RESTRICTED), which provides master data information on the WBS element, and the Overspent Sponsored Projects Report (ZFOVER001). You MUST have a valid user ID for the IRIS Production system AND know your WBS element number to participate in this class. Also, to get the greatest benefit from the class, you should have taken the Basic Reporting for Funds class and have had at least a month's experience using the IRIS system for WBS elements.

CASH DEPOSITS
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to enter bank deposit information in IRIS.

DOCUMENT TRACKING
Prerequisites: Valid User ID, one month's experience using IRIS
Frequency: Every other month
This class covers how to track all types of documents in IRIS, including requisitions, purchase orders, parked documents, posted documents, workflow documents, rejected documents, budget revisions, and time entries. You MUST have your own IRIS user ID and password to participate in this class. Also, you must have been an IRIS user for at least ONE MONTH. To get the greatest benefit from the class, you should bring several of your own document numbers with you, including a requisition number.

EFFORT CERTIFICATION REPORTS (ECRs)
Prerequisites: None
Frequency: Twice/year
This class is designed for the staff who either enter monthly certification information for their department or who are the central contact person to help faculty, staff, or students enter their personal ECRs. The class covers the basics of how to enter the information and also some of the policy involved.

FUNDS RESERVATIONS
Prerequisites: IRIS Overview
Frequency: Quarterly
This is a class which covers how to interpret funds reservations on reports and how to use funds reservations to help manage the balances of WBS elements and cost centers. 

HUMAN RESOURCES TRANSACTIONS
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to enter Termination, Pay/Funding Change, and Additional Pay requests in IRIS for both biweekly and monthly employees. So far these electronic transactions are significantly shortening the amount of time that it takes to go from "filling out the form" until final entry into the employee's personnel record. In many cases these transactions are completing the approval process through final entry in only one day. 

INTERNAL ORDERS
Prerequisites: IRIS Overview
Frequency: Twice/year
This class covers the use of internal orders in IRIS. Internal orders can be powerful tools for managing funds within cost centers or WBS elements. Topics include creating and managing internal orders, reporting on internal orders, and the posting and/or re-posting of IRIS transactions to internal orders. 

INTERNAL TRANSFERS
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to move expenditures from one cost center or WBS element to another cost center or WBS element.  Topics covered include internal transfers, which are used to move operating expenses (FB50) and salary transfer vouchers (STVs), which are used to move salary expenditures (ZPSTV000).

INVOICES
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers entering invoice (FB60 and MIR7) and credit memo information in IRIS.

IRIS OVERVIEW
Prerequisites: None
Frequency: Monthly
This class is for those who are new to IRIS. It includes an introduction to the IRIS training materials and instructions on how to navigate in the system and how to search for and display information. It does not teach specific IRIS transactions but provides the user with the skills needed when beginning to use IRIS and for taking other IRIS courses. The Overview is the prerequisite to all other regularly-scheduled IRIS classes (except for the Approvals class).

PAYROLL ENCUMBRANCES
Prerequisites: IRIS Overview
Frequency: Twice/year
This class covers how to interpret the reports and manage the encumbrances. The new payroll encumbrance system will affect the balances of your WBS elements as well as your cost centers. 

PROCUREMENT CARDS
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to reconcile the monthly procurement card statements on IRIS.

PURCHASING & ASSET MANAGEMENT
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to complete purchase requisitions in IRIS and create asset records for equipment.

TIME ENTRY
Prerequisites: IRIS Overview
Frequency: Monthly
This class covers how to enter absence and attendance information in IRIS for both biweekly and monthly employees. 

TRAVEL 
Prerequisite: IRIS Overview
Frequency: Monthly
This class is an introduction to the IRIS Travel System. It is a full-day class with instruction in the morning and lab exercises in the afternoon. The morning segment covers how to enter Travel Requests (authorizations) and Travel Expense Reports (reimbursement requests) in IRIS. The topics to be covered include initial settings in IRIS for using the TRIP transaction; entering a basic Travel Request and Travel Expense Report; adding comments, additional destinations, and alternative cost assignments; and information on how to handle expense per diems and individual expense receipt types, and how to complete travel documents for guest travelers and group travel. The session also includes instruction on how to resubmit a revised Travel Expense Report, handle a rejected or adjusted Travel Expense Report, find out the status of the reimbursement payment, and request a personnel number for a guest traveler. The morning segment will be hands-on with the students following along with the instructor. Afternoon time will allow for additional hands-on experience with class exercises and examples of specific travel issues.