Approvals
This class covers how to complete on-line approvals in IRIS for both financial transactions and time entry. There are no prerequisites for this class. Prerequisite: None; Frequency: Monthly
Course Number Dates, Days
Time Location
50066046
Sep 30, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066047
Oct 28, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066048
Nov 20, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for Funds
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. Frequency: Every other month
Course Number Dates, Days
Time Location
50066049
Sep 11, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066050
Nov 11, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for Human Resources
Prerequisite: 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.
Course Number Dates, Days
Time Location
50067053
Oct 16, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50067101
Nov 19, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for WBS Elements
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 reports (ZDEPT_LEDGER) based on the type of WBS element, the overall available budget report (Y_DEV_17000002), and the WBS element line item report (CJI3). Also included are the Project Structure Overview report (CNS41), which provides master data information on the WBS element, and the Overspent Sponsored Projects Report. 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. Prerequisites: Basic Reporting for Funds, Valid User ID, one month’s experience using IRIS; Frequency: Every other month
Course Number Dates, Days
Time Location
50066051
Sep 18, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066052
Nov 20, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Cash Deposits
This class covers how to enter bank deposit information in IRIS. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066128
Sep 4, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066129
Oct 2, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066130
Nov 6, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Document Tracking
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. Prerequisites: Valid User ID, one month’s experience using IRIS; Frequency: Every other month
Course Number Dates, Days
Time Location
50066131
Sep 16, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066132
Nov 11, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Effort Certification Reports
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.
Prerequisite: None
Frequency: Twice/year
Course Number Dates, Days
Time Location
50066133
Sep 16, T 9:00-11:00 150 CONFERENCE CENTER BUILDING
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Funds Reservations
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. Prerequisite: IRIS Overview; Frequency: Quarterly
Course Number Dates, Days
Time Location
50066134
Oct 9, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Human Resources Transactions
This class covers how to use the HR “e-forms” for personnel actions such as Termination, Personnel, and Additional and Recurring Pay requests in IRIS for both biweekly and monthly employees. Additional transactions are available for Create/Change Position, and Hire/Rehire Friend and Pending Employee. 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. Information on the use of the “e-form” for Guest Travelers is handled in the IRIS Travel class. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066340
Sep 17, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066341
Oct 15, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066342
Nov 5, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Internal Orders
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 an/or re-posting of IRIS transactions to internal orders. Prerequisite: IRIS Overview; Frequency: Twice/year
Course Number Dates, Days
Time Location
50066135
Sep 3, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Internal Transfers
This class covers entering internal transfers (formerly known as transfer vouchers) in IRIS. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066136
Sep 17, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066137
Oct 23, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066138
Nov 19, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Invoices
This class covers entering invoice (FB60 and MIR7) and credit memo information in IRIS. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066139
Sep 24, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066140
Oct 22, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066141
Nov 18, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Overview of IRIS
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 the Approvals class). Prerequisites: None; Frequency: Monthly
Course Number Dates, Days
Time Location
50066142
Sep 9, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066143
Sep 23, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066144
Oct 7, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066145
Oct 21, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066146
Nov 4, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066147
Nov 18, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Payroll Encumbrances
This class covers how to interpret the reports and manage the encumbrances. The payroll encumbrance system will affect the balances of your WBS elements as well as your cost centers. Prerequisites: IRIS Overview; Frequency: twice/year
Course Number Dates, Days
Time Location
50066148
Sep 18, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Procurement Cards
This class covers how to reconcile the monthly procurement card statements in IRIS. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066149
Sep 11, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066150
Oct 9, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066151
Nov 6, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Purchasing & Asset Management
This class covers how to complete purchase requisitions in IRIS and create asset records for equipment. Prerequisite: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066152
Sep 25, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066153
Oct 16, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50066154
Nov 13, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Time Entry
This class covers how to enter absence and attendance information in IRIS for both biweekly and monthly employees. Prerequisites: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066158
Sep 9, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066159
Oct 7, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50066160
Nov 4, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Travel
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. . Prerequisite: IRIS Overview; Frequency: Monthly
Course Number Dates, Days
Time Location
50066162
Oct 8, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50066163
Nov 12, W 8:30-4:30 150 CONFERENCE CENTER BUILDING