Finance Staff
The following training tools are primarily designed for staff within the various Administration and Finance departments. Academic and other administrative users should should see the "Information For Departmental Users" page for appropriate training support materials.
General Access
Employees who access the e*mpac Financials system should be aware of the basic layout, navigation and functionality of the application.
| Business Function |
Printed |
Interactive |
| e*mpac Fundamentals |
Manual (doc) |
UPK
|
Finance Business
There are a number of different financial business functions performed within the e*mpac Financials application. Depending upon your access and the business function you perform, you may use one or more of the following:
e*mpac Reporting
Most traditional reporting tools are still available in e*mpac PeopleSoft 9.1. These include batch reports like "month-end reports" that can be viewed in the report distribution tool, PeopleSoft query and nVision.
| Business Function |
Printed |
Interactive |
| Report Center |
Manual (doc) |
UPK
|
Summit Reporting
Summit is a web-based tool that delivers PeopleSoft data both quickly and easily through customized graphs and tables. Summit is the Enterprise Reporting tool currently used to support Finance and Human Resources. It will eventually include Student (iSiS) and Advancement data. As a Summit user, you have access to your day-to-day processes.
| Business Function |
Printed |
Interactive |
| Summit Fundamentals |
N/A |
UPK
|
|
Key Summit Widgets
- Budget Balance Expense Summary
- Transaction Detail Summary
- Encumbrance Detail Summary
|
N/A |
UPK
|
| Summit Quick Reference Guide |
Job Aid (pdf) |
N/A |
| Setting a Default Dashboard |
Job Aid (doc) |
N/A |
| Academic Admin Dashboard |
Job Aid (pdf) |
UPK
|
| Department Admin Dashboard |
Job Aid (pdf) |
UPK
|
| PI Dashboard |
Job Aid (pdf) |
UPK
|
| Facilities Dashboard |
Job Aid (pdf) |
UPK
|
| Fiscal Reporting Dashboard |
N/A |
UPK
|
| Updating Trusted Sites in IE |
Job Aid (doc) |
N/A |