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The Training Services Web site.
How do I check my Training Record?
Review your Training Record here.
Use your Training Record to make sure you have completed all required classes and assessments. Your access to PeopleSoft Financials will be locked if you have not completed the requirements.
If you feel the record is not up to date, please contact Training Services at 612-626-1373.
How do I gain access to the system?
Access is granted based on completion of training and assessments along with the completion and submission of an access request form and required attachments.
Is there any sequence required in the order of courses taken?
There are some courses that have a definite sequence and others that do not. Most classes require the Chart of Accounts and Basic Accounting classes as prerequisites.
A list of EFS distributed and clustered classes, is available at the Enterprise Systems Training Web site.
What is the difference in the training for preparers versus approvers?
Preparers are those who do entry in the system. Their training is very hands-on in the system, learning how to fill in the online fields. Approvers have to view information in the system and click "okay." The training for approvers is focused more on what you are viewing and how to approve or deny a transaction.
How will the tests be administered?
All tests will be administered online, even if the training class is instructor-led. The tests will be available 24/7, except when there is system downtime for UMConnect. Follow this link to view the UMConnect message center.
What do I have to score to pass?
80 percent or better is a passing score.
Do employees who only enter payroll and appointments need to complete the EFS Basic Accounting and COA training?
Employees who enter payroll and appointments will need the COA class in order to ensure that they understand the new COA and can find the right ChartField strings to charge.
Will there be training on searching the system, simple and advanced?
There is a basic navigation course that covers the search features in the system. This covers the different ways you can search and view screens.
University Financial Helpline
Phone: (612) 624-1617
E-mail: finsys@umn.edu
Staff List (pdf)