FIS Training Topics

All FIS courses are offered on a monthly basis. If you’d like to register for any of the following courses on the Bloomington campus, please visit our FIS registration page.

Transaction Processing the Basics (also known as TP Hands-On)
Transaction Processing the Basics training is an introduction to IU's Financial Information System and is a prerequisite to most of the FIS training classes. In this hands-on class you will learn how to use Transaction Processing (TP) to initiate transactions, look up information, approve or disapprove transactions, correct errors, as well as many other helpful FIS functions. People who have never used the FIS, as well as those desiring a refresher look at the system, are welcome to attend.

Financial Documents Hands On
Prerequisite:Transaction Processing the Basics
In this hands-on session, you will be introduced to each of the FIS financial documents, learning when and how to use each document for your financial transactions, as well as understanding the balancing, restrictions, routing, and specific features of the electronic documents. We will explain FIS terminology and functions of the financial documents you regularly use, including budget adjustments, cash receipts, internal billings, and transfers of funds.

We encourage you to bring examples of actual financial transactions you do most frequently (or those you find the most confusing), to class with you. There will be time for reviewing these real-life examples, both for your benefit and that of the entire class. If you currently use the FIS for your financial transactions and wish to bring your Safeword card, you may login to the FIS production environment, and we will help you complete actual FIS transactions that may be perplexing you.

IUIE Financial Reports Training
Prerequisites: General personal computer skills, familiarity with the World Wide Web, spreadsheets, and familiarity with the FIS chart of accounts. Be sure you have completed the IUIE registration form and received verification of access to the financial reports that are available on the Web before attending this session.

This hands-on class is geared toward those individuals who need access to financial data in spreadsheet and database applications via IUIE. An introduction to IUIE principles is offered, as well as instructions on accessing information via data groups and pre-defined queries.

Basic Introduction to IU's Standard Reports
This session is designed for those who are new to the university, or new to the university's standard reports, and would like assistance in interpreting the data presented on the reports. The class will begin with a brief overview of the chart of accounts structure and the university's fund structure. We will then examine the Monthly Operating Statement, Transaction Listing, and Labor Operating Detail reports to assist you in understanding the data presented there.

Inquiry/Balance Screen Training
Online reports are available within the FIS/Transaction Processing system to give you an immediate picture of the current status of your account(s) as you transact your daily business. Because pending ledger entries are created the moment a document begins the routing process, your transactions are immediately available for on-line reporting. As a TP user you can select the type of report you wish to view, and the criteria you wish to have displayed in the report.

In this class we will examine the myriad of reports available, how to read them, and explore the most efficient way of finding the information you need.

Disbursement Voucher Training
Prerequisite: Transaction Processing the Basics
The disbursement voucher is used to process various types of reimbursements to IU employees, some types of travel payments, and other payments that are not processed through normal purchasing procedures. Disbursement Voucher Training is a hands-on session intended ONLY for those who have already attended the Transaction Processing the Basics training session.

Back to top

Payroll & TIME Training

Payroll sessions are offered twice monthly, and TIME sessions are available on a monthly basis. Registration for Payroll and TIME courses can be done on the HRMS registration site here. Please be sure to select the appropriate campus when registering for sessions.

Payroll Voucher
This hands-on class will show users how to access and use the electronic payroll voucher in the Human Resources Management System (HRMS). The class is intended for those who are currently or will be authorized to process payroll for their IU organization. Mechanics of how the payroll voucher works for all employee types will be featured. TIME training for Payroll Processors will now be included as part of Payroll Voucher training.

Adjustment Voucher Training
In this hands-on session we will deconstruct the anatomy of an Electronic Adjustment Voucher, and learn how to properly prepare and submit it to the central payroll office. You must complete this session in order to gain access to the Electronic Adjustment Voucher.

TIME Training (Payroll Processors and Supervisors)**
This session provides an overview of the Time Information Management Environment (TIME) and is designed for users who will serve as Payroll Processors or Supervisors in the system. Participants learn how the TIME system is organized and become familiar with important concepts such as Work Areas, Tasks, and Jobs. Hands-on instruction is provided in the TIME training environment including working with timesheets, schedules, and other administrative functions. This session also introduces users to the TIME reports available in the Indiana University Information Environment (IUIE). You will not need a safeword card for this training session.

**TIME training for Payroll Processors will now be included as part of Payroll Voucher training. Time Training for Supervisors is available as needed. Please contact Sheena Kindred (spkindre@indiana.edu).

Back to top

Special Financial Training

TBA

FMS Training Facility Rental Information

The FMS training room may be reserved, as space is available, by completing the FMS W183 contract. You can use either of the links below to complete the contract.

This FMS W183 Contract document was created with Microsoft Word. This will allow you to get a Word copy of the form, to complete, print, sign, and send to FMS, Poplars 514.

This FMS W183 Contract document is in Adobe Acrobat PDF format. This will allow you to print a hard copy of the form to be completed manually, signed and sent to FMS, Poplars 514.

Back to top