The Finance Pathway is located in the Professional Development Pathways Organization in Blackboard .

Purpose

Completion of a Finance Pathway indicates that a University employee has specialized knowledge to:

• Explain how University funds are categorized, allocated, managed, and dispersed
• Demonstrate working knowledge of related policies, regulations, and terminology
• Properly handle transactions using appropriate University systems and tools
• Effectively and efficiently gather, process, and report information related to University funds and accounts

Guidelines

• Pursuit of a pathway is primarily for building knowledge and skills related to success in current position
• To ensure effective learning experiences, pre-requisites may be identified for some courses
• Employees not in an accounting-related role can still participate in the program if pre-requisites are met
• Employee and Supervisor should discuss requirements and options prior to beginning a pathway program
• Employee and Supervisor should discuss how learning from the various learning experiences will be applied
• Participation in pathway programs and professional development activities should be discussed regularly
• A pathway does not mean that a person has all skills required for a position. Experience is also important.

Core Requirements

Cash Handling & Credit Card Security Awareness

Provides an overview of the cash handling responsibilities for: collecting cash, checks, and credit cards; required safeguards and internal controls; understanding responsibilities for PCI compliance; required training & certification.

Higher Education Business Model

This course guides participants through an examination of the financial models of higher education institutions, external challenges facing higher education institutions, and the implications of these challenges at Ohio University.

Oracle Business Intelligence (OBI) Navigation

The Oracle Business Intelligence (OBI) Navigation eLearning course is a self-study course that will introduce users to the basics of OBI Reporting.  In this course, you will learn how to select prompts, save customizations, export and print reports and dashboards, as well as drilling down on specific information and changing the report view in the search results.

Oracle Business Intelligence (OBI) Reporting Fundamentals

This course will review the dashboard pages contained on the Finance dashboard (available to all faculty and staff). The course will focus on reviewing prompts available for selecting data; segment value hierarchies utilized in the dashboard prompts; and understanding the drilldown options available from each page. This course will provide information about the purpose of each dashboard page and how to use the various pages most effectively. While most dashboard pages ultimately end up displaying transaction details, we’ll discuss which page gets you to your information most efficiently. Participants should be familiar with pivot tables and vlookups in Excel prior to attending. An OBI Navigation video is required pre-work.

BobcatBUY Fundamentals

Overview of the standard purchasing process, navigation of the BobcatBUY e-procurement system, and basic functionality for the shopper/requestor/approver roles. Topics include: basic search, creating and modifying carts, setting up default accounting codes and shipping locations, setting notifications, shopping in catalogs, making non-catalog purchases with an existing supplier, and submitting requisitions and workflow.

Purchasing Card (PCard) Policies & Processes for Users

Overview of Purchasing Card policies and procedures. Specific topics include, P-card controls, cardholder responsibilities, P-card do's and don'ts, allowable and unallowable purchases, overview of approval process, sales tax, audit process, and travel policy & process overview.

Concur Expense Reporting

Overview of navigating and using Concur. Includes setting up and managing the user profile, setting Delegates and Proxies, alerts and itineraries, creating reports, costing, per diems, and an overview of Approver structure.

General Electives

Cost Share

Provides an overview of the types of cost share, how cost share is tracked and reported, monitoring cost share, and Planning Unit responsibilities for cost share.

Distributed Journal Entry Preparation

Shows users how to download and fill out an Excel Journal Entry Template.  Also reviews pertinent areas of the Chart of Accounts. Course is available to everyone responsible for journal entry preparation. CFAO permission is not required for this course.

Distributed Journal Entry Processors

Shows users how to Login to Oracle Ebiz and Stage, Validate, and Upload a Journal Entry using the Journal Entry Tool (JET).  Also explains how to monitor the Posting process.

Please check with your CFAO prior to taking this course.  This course is for those individuals designated to be Journal Entry Processors in their Planning Unit.

Travel Policy and Procedures

Policy overview, transportation, lodging, meals and incidentals, receipt requirements, cash advances, as well as other compliance related topics.

Booking Individual Travel

Shows users how to book individual travel via the travel solution and how to use preferred provider(s). Topics include airfare, lodging, meals, rental car/transportation, expense reimbursement, conference dues/memberships/registrations, allowable and unallowable charges, and International travel.

Booking Group Travel

This course shows users how to book group travel with the University’s travel management company and how to use preferred provider(s). Topics include airfare, lodging, meals, transportation, expense reimbursement, international travel, and meeting space.