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Learning Resources: Training Sessions

 
If you have questions about Peoplesoft Financials, HCM or SIS training, please email erptraining@case.edu.

 

If you are interested in the CAPS program, please go to the CAPS Program Website to see a program description and class list.

PeopleSoft Financials

IMPORTANT: Please review Chartfield information before coming to any PeopleSoft Financials class. Understanding Chartfields will help you greatly when learning to use PeopleSoft Financials.
 
In addition, if you are new to the University, sign up for the ABCs of Financials class. Go to the CAPS Program website to register for available classes.

If you need access to:
 
  • eProcurement
    • Go to the CAPS Program website and register for Purchasing from A to Z
    • This class also includes using SmartCART for PeopleSoft users.
  • Accounts Payable
  • General Ledger (Financial Journals)
  • Window Shopper for SmartCART
      • Training is available online
      • Fill out the SmartCART window shopper access form
      • Go to connect.case.edu and take the video training and pass the quiz
        • Log in with your CWRU Network ID and password
        • Click Training Catalog
        • Click Window shopper
        • Click Enroll button

PLEASE NOTE: You must register for a class in order to attend. Sessions are subject to cancellation if registration is low.

IMPORTANT: Please review Chartfield information before coming to any PeopleSoft Financials class. Understanding Chartfields will help you greatly when learning to use PeopleSoft Financials.

 

PeopleSoft HCM

HCM Overview

Offered monthly; sessions held subject to adequate registration. Not required for access to HCM.

Provides an overview of Employee Self-Service, including Time Entry, Payroll Information, Benefits Information, and Personal Information. Manager Self-Service is covered at the request of training participants.

With your registration, please submit any questions you may have about HCM, as well as if you will be approving timesheets for employees in your area.

To register or request information on HCM, contact erptraining@case.edu.

PeopleSoft SIS

The Schedule of Classes - Fundamentals

Classes held 2-3 times yearly in accordance with schedule roll-out.

Required for access to the Schedule of Classes module in PeopleSoft SIS.

To register or request information on the SIS, contact erptraining@case.edu.

 
Directions to Training Facilities
Bio Enterprise (formerly University West)
  • Behind the university rapid station, at the corner of Cedar and Fairhill
  • Sign on building says Bio Enterprise
  • Go to the third floor
  • Walk through the door on the left
  • Continue turning left (follow signs)
Kelvin Smith Library
  • Lab 215 is located on the second floor
  • Lab 6 is located on the bottom floor