Sign Up for URF Training Now While Seating is Available

Classes for this implementation’s training rollout are running until mid-February, 2015.  To get access to our new financial system and learn how to run reports against financial transactions, sign up for the class today!

  • UR Financials Non Company Level Reporting classRequired for UR Financials access.  Seating is limited to one registration per person with either a half-day, or full-day session option.
    TIP:  If your session is not available, but a seat for the day is, sign up for that open spot and in the comments, list if you would need to stay the “FULL DAY”, or “HALF DAY”
  • Excel for UR Financials. Optional, 2 hour class

 

Remember: Training Certification is required for access to the UR Financials system.
To gain access to UR Financials the following MUST be completed:

  1. Have a Workday Access Form submitted
  2. Passed all necessary training assessments in Blackboard.
    1. This includes the Introduction to UR Financials eLearning
    2. AND the Non Company Level Reporting class tests for non company level users.

After this Training rollout, NCL Report training will be offered again on a monthly basis starting this Spring.

We hope you enjoy class.

Notification of Certification for UR Financials

Confirmation of your UR Financials training certification is being announced through the Certified Users list on our UR Financials login page.  This list shows users who are certified for access to the Workday system.

This list is being updated daily as many are becoming certified and gain access to the financial system every day.  View the list after you pass your Non Company Level Reporting class assessment to see if you are marked as certified for access.

Once you see you name posted, please allow 1-2 days for processing before you log into the UR Financials system.  Remember, you log in is the same as your HRMS NET ID and password.

 

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

Can’t Log in? – Certification for UR Financials Requirements

Need access to the new financial system, or think you should?  Remember, training certification includes taking and passing both the Introduction to UR Financials eLearning AND the Non Company Level Reporting class for non company level users.

Certification to access UR Financials for non-company level users requires the following items to be completed:

  1. Has a current COGNOS account, or Workday Access Form submitted
  2. Taken training and passed all necessary training assessments in BlackboardThis includes the Introduction to UR Financials eLearning AND the Non Company Level Reporting class tests for non company level users.
  3. Submitted an approved COGNOS Security Verification Report

To check your grades in Blackboard for UR Financials Certification, follow these quick instructions.

UR Financials Live for Certified Users

UR Financials, our new financial system, is running live in our production environment.

All certified users can log into the system at this time.  This refers to users that have completed the following:

  1. Have a Workday Access Form submitted
  2. Passed all necessary training assessments in Blackboard.
    1. This includes the Introduction to UR Financials eLearning
    2. AND the Non Company Level Reporting class and test for non company level users.

If you have not completed the above items, please do so now.

Provided is a list of Certified Users as of March 2, 2015.  After achieving certification, access should be provided 1-2 business days later.

If you have any questions, please contact your local Project Champion.

Preparing For Go Live: How to Check Your Grades in Blackboard

It’s important to be aware of your grades for any UR Financials course in Blackboard.  Grades of an 80% or higher are necessary to fulfill training prerequisites and certification for the UR Financials system which goes live on Monday, January 5th.

How to Check your Grades in Blackboard:

  1. Inside the Blackboard system, in the upper right corner of your screen, select the dropdown arrow next to your name
    grade check3
  2. Then chose the Grade icon on the left navigation of the dropdown menu.
    grade icon
    This will take you to the My Grades page detailing all your grades in Blackboard.  Here is where you will find your UR Financials course grades as well.

If you received an 80% or higher on your assessments, congratulations – you have passed!  If you have not passed, and used all your attempts, please Contact Us.

Happy Holidays!

 

Preparing for Go Live: Sign Up for Training

To prepare for accessing your financial transactions using UR Financials, don’t forget to sign up for the UR Financials Non Company Level Reporting class.  Seating is limited to one registration per person with either a half-day, or full-day session option.

NOTE: If you don’t have a COGNOS account currently, you will need to request access to UR Financials before you take any training, or assessments.

Below are the prerequisites for class:

  1. Having a current COGNOS account, or completing the UR Financials Workday Access form
  2. Completing the Introduction to UR Financials eLearning course
  3. Passing the required Introduction to UR Financials Assessment with a grade of 80% is required prior to registering for this class
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on the UR Financials Access page

Remember, these are mandatory prerequisites and need to be completed before taking class.  We hope you enjoy class.

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

Excel Class Sign Up

This two (2) hour Excel for UR Financials class is offered to supplement your UR Financials Reporting skills. Please review the course outline to determine if this class is appropriate for you. If so, you must complete all the prerequisites before taking the class.  Please visit the Sign Up page for complete details.

Seating is limited with ONLY be 250 seats offered for this class. When registering, ONLY take one seat per person as it’s first come first serve.

NOTE: A 48 hour cancelation policy is in place. If you cancel last minute, or do not show, you are taking a seat from another.

Announcements on Forms, Training and Conversions

To help you prepare for the UR Financials system going live on January 5th, we have posted these articles on the following topics:

Please cascade this information to interested parties and keep posted to this site as we announce more guidance and support for this transition.

Please Register (and Attend) UR Financials Training Classes

The UR Financials (Workday) application will be going live and available to trained users on January 5, 2015.   There are approximately 950 users that need to attend a report training class in order to be able to run financial reports.  The list of individuals to be trained is posted on the Training Page.   If you are one of the individuals that need to attend training, please Sign Up for one of the 50 class events as soon as possible.  There are a limited number of seats available per class and in total.  Once registered, please attend the class.  Attendance is mandatory for individuals to gain access to the production environment.

Note: eLearning Class Prerequisite Reminder
If you have not taken the eLearning course (and certification) “Introduction to UR Financials”, please do so.  As a reminder, you must take this course and pass the certification before attending any instructor led class. 

If you have questions, please use the Contact Us.

December UR Financials Classes to be held at Rochester Tech Park

Rochester Tech Park Training Center will be now available for UR Financials classes starting in December.  All Non-Company Level Reporting classes delivered in December through February will be held at this new training location in Gates.

Rochester Tech Park Training Center Address:  779-903 Elmgrove Rd, Bldg.1, Rochester Tech Park, Rochester, NY 14624

Parking is free and onsite with directions provided here.

For those that signed up for Non-Company Level Reporting classes to be delivered in December, please update your calendars to reflect this change.

If an Outlook invitation was sent to you for your specialized class, please follow the location details listed there.

We hope you enjoy your class.

 

Non-Company Level Report Training – November seating available

There are a few seats available for the Non-Company Level Reporting class in November.  Sign-Up now if you have completed all of the required Prerequisites!

Prerequisites:

  1. Currently have COGNOS access, or completed a COGNOS/Workday request form at http://www.rochester.edu/its/acs/dw_cognos_access_form.html
  2. Completing the 45 minute Introduction to UR Financials eLearning course in Blackboard.  Details on how to locate eLearning are found on UR Financials
  3. Passing the required Introduction to UR Financials assessment (test) with a grade of 80% or higher. Details on how to locate the assessment are found on UR Financials
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on UR Financials

Recent Change:  Please know that November classes ONLY will be at 315 Science Parkway with FREE/Onsite Parking.  No shuttle service will be needed, or provided.

Take the UR Financials Survey Before it’s Closed

Thank you to all that have taken the project survey opened on October 16th. As a reminder, there is only one week left before the survey is closed.  Your feedback is important.

Our first survey was distributed in April and we received positive and encouraging feedback. Your responses will allow us to continue to tailor project activities to your needs.

Please click here to take the anonymous survey by October 31st, 2014. 

Side note: we have had technical difficulties with releasing the survey for last week’s Demo Days.  We appreciate your patience as we resolve this and post accordingly.