PeopleSoft Finance Training

PeopleSoft Finance Training Procedure: 

1. Fill out the top portion of the Finance System Access form (linked below), and forward to your Business Coordinator. The request for training for PeopleSoft Finance access must come to the Budget Office from a Business Coordinator.
2. All users must first complete the Introduction to PeopleSoft Finance (Intro to PS Finance) Module.
3. Access to functions within PeopleSoft Finance are determined by the additional training modules completed. Training modules include: Requisition Workflow, Voucher Workflow, Journal Entry Workflow, Reports & Queries, and Budget Journal Workflow.
4. All training is self-directed and available on this website, but you must have a User ID and Password (provided by the Budget Office) to complete the additional training modules.
5. After completing your training, attend the next Open Lab. Open Labs are held the third Wednesday of each month in Bayou 2132. Representatives from Accounts Payable, Purchasing and the Budget Office will be available to answer your questions.

Please use the Financial Test Database when you are testing or training.

Fill out the top portion of the UHCL Finance System Access Form and forward to your Business Coordinator.

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