April 12, 2011 Make Plans for Training

July 1st and the implementation of the Kuali for Stevens (KfS) financial system is just around the corner! The training strategy and plans are being built and put into place.

Some of you have attended what has already been offered. Good for you! Keep practicing and keep those questions coming our way. We continue to learn as much as you share.

Take a look at the graphic of the training plan. This castle is built with the various modules of training and the user communities within Stevens to which they apply. Please take a close look at the three types of departmental users (initiators). We need from you the identity of these users. Please read through the descriptions below which summarize what each of these users would be able to do in KfS. Contact Mary Hallstead with names and positions of the individuals from your unit that need to receive this departmental user training. Be sure to note the category of departmental initiator into which they fall.

Departmental KfS User Identification

All users need to be Stevens employees with a pipeline ID.

Departmental Initiator Lite: Requisitioning and receiving are the main KfS functions of this type of user. They need to know how to complete a requisition which will include training on the e procurement system, Steven$mart, as well as the policies that accompany such responsibility. For example: When is a requisition required? How does a user get a new vendor? When is a receiver required? Don't forget to consider your graduate students.

Departmental Initiator: This user has all the roles and responsibilities of the Lite user described above, as well as the completion of any or all of these e documents:

Pre Encumbrance (a new concept at SIT to set aside funds without a requisition or PO being processed),

Budget Adjustment,

Distribution of Income and Expense (replaces certain uses of the FRS journal voucher),

Disbursement Voucher (replaces the check request),

General Error Correction (replaces certain uses of the FRS journal voucher).

Training will include policies and guidelines, in addition to the "how to's" of completing the e docs.

Departmental Initiator PLUS Labor: This user has all the roles and responsibilities of the Departmental Initiator described above PLUS the added responsibility of completing Salary Expense Transfers. The training will include the policies and rules governing such transfers including the impact on effort certification and employee benefits expenses associated with the salary expenses.