What Financial training do I need?
Beginning Level for New employees - Mandatory training for WEBBA access:
If you want WEBBA access you need to complete the mandatory WEBBA (Budget Administration) system training.
How to register: Complete the online registration form, selecting Budget Administration System Training on the registration form. Those who are requesting the expenditure card will also need to attend, since having an expenditure card includes having WEBBA access. (Please note that the expenditure card is the red card used for approving paper transactions, not to be confused with the procurement card, which is a credit card.) You may register before you have your WEBBA access, but you must have your access in time for your first class. Application for WEBBA system access.
Access to Sponsored Project Accounts: If you want WEBBA access to sponsored projects accounts (those that start with 5), you need to complete the online Grants Management Training. From the Office of Compliance website, select Research Compliance and then Grants Management Education Program and Registration to begin. Once the training is completed, you can apply for access to sponsored projects accounts. You can send in a copy of your certificate of completion with your access application, or notify us by email if you have already applied for access.
Non-mandatory training available for all employees - Beginning or Refresher:
WEBBA Quick (Non-Travel & Travel Reimbursements) Training How to use the QE forms to request payments on USCTravelPlus cards, and for other reimbursements for travel and non-travel expenses. This training is hands-on, and it is preferable that you have your WEBBA access to attend.
Budgeting Basics and Business Office Basics training - To learn more about how your USC budget works, how to read an ASR, how to reconcile an ASR, how to process requisitions for purchase orders, check requests, and internal requisitions, sign up for the appropriate class online.
Non-Mandatory Classes:
Budgeting Basics I: Introduction To Your USC Budget
Budgeting Basics II: Reconciling the ASR (prerequisite, Budgeting Basics I)
Business Office Basics I: Requisitions and Purchase Orders
Business Office Basics II: Internal Requisitions and Check Requests
Training for Procurement Card and USCTravelPlus cards is online. Go to: http://fbs.usc.edu/depts/bs/page/3235/business-services-training/. The procurement card and TravelPlus cards are credit cards, and are not to be confused with the expenditure card. The training to complete the travel and non-travel expense forms is hands-on. See above.
Non-mandatory training available for all employees - Intermediate
Financial Downloading systems:
For downloading data from numerous accounts for reporting and data analysis.