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WyoCloud Training

 

Employee LearnCenter

All WyoCloud training has moved to the Employee LearnCenter.  Click here to access the LearnCenter 101 training video and Quick Reference Guides to aid in your use of the Employee LearnCenter.

 

Financial Management and HCM System Training

Prior to receiving access to WyoCloud Financial Management or HCM, all employees are required to complete their assigned Learning Plans in the Employee LearnCenter. Learning plans are assigned depending on the access required for an employee.

*Users that have already completed Financial Management training prior to January 2019 will not need to redo this training as part of the Basic System Access plan. Users with Financial Management access will continue to have access to finance related transactions; however, access to view/complete human resources transactions and information will be unavailable until the required training is completed.

 

All employees are highly encouraged to complete training to obtain basic access to WyoCloud.  This basic access training provides access to review your personal and employee data (address, position data, salary, etc.) as well as complete basic financial transactions such as expense reports (including assigning an expenses delegate).  In preparation for the final phase of HCM, time, absence and payroll going live, training has been assigned based upon your employee type.  The specific trainings each employee sees in the Employee LearnCenter under My Learning Plans will be dictated by which of the following assignment categories their primary position with UW falls into. 

 


  • Basic Navigation
  • Managing Your Employment Information
  • Financial Management Basics (Condensed Expenses and Requisition training)
  • Requesting/Entering Absence

  • Basic Navigation (updated to include both Finance and HCM)
  • Managing Your Employment Information
  • Financial Management Basics (Condensed Expenses and Requisition training)
  • Requesting/Entering Absence
  • Time Entry in HCM
  • HCM Time Entry Acknowledgement (including electronic signature)

  • Basic Navigation (updated to include both Finance and HCM)
  • Managing Your Employment Information
  • Financial Management Basics (Condensed Expenses and Requisition training)
  • Time Entry in HCM
  • HCM Time Entry Acknowledgement (including electronic signature)

  • Basic Navigation (updated to include both Finance and HCM)
  • Managing Your Employment Information
  • Financial Management Basics (Condensed Expenses and Requisition training)

 

 

In addition to the basic access training, certain types of employees are required to complete additional training relevant to their position/job duties. The following are role specific learning plans, expand each section for details on who is required to complete each training group.

 


  • Who? All employees who supervise one or more employee of any type (including GAs and other student employees):
  • Where? Automatically assigned under My Learning Plans in the Employee LearnCenter
  • What?
    • My Team Management (manager self-service)
    • WyoCloud Approving Absence and Time
    • HCM Absence and Time Approval Acknowledgement (including electronic signature)

  • Who? Individuals appointed the Decentralized Human Resources Representative (DHR) role. This role is assigned to select users across campus to aide in processing HR transactions as appointed by your department/unit and HR.
  • Where? Automatically assigned under My Learning Plans in the Employee LearnCenter
  • What?
    • Decentralized Human Resources Basics
    • Confidentiality Statement – DHR (including electronic signature)

  • Who? Employees that will serve as a hiring manager or on a search committee.
  • Where? Enroll via the Course Catalog of the Employee LearnCenter
  • What?
    • UW – A Diverse Workforce (OFCCP)
    • Create Requisition for Hire (choose 1 of 3 options)
    • Managing and Progressing the Candidate Pool
    • Monitoring the Onboarding Process

  • Who? Employees who will complete advanced financial transactions such as non-PO invoices, search requisitions or monitor financial reporting. This includes, but is not limited, to Business Managers, Accountants and Office Associates with financial responsibilities.
  • Where? Enroll via the Course Catalog of the Employee LearnCenter
  • What?
    • Entering Expense Reports
    • Create Non-Catalog Requisition
    • Create Catalog Requisition
    • Create Non-PO Invoice

  • Who? Any employee who will be processing contracts via WyoCloud. This includes contract creation as well as serving as an approver of the contract.
  • Where? Enroll via the Course Catalog of the Employee LearnCenter
  • What?
    • Create Services Contract

  • Who? Not required to obtain access, however are highly encouraged for any user who completes financial transactions. This includes, but is not limited, to Business Managers, Accountants and Office Associates with financial responsibilities.
  • Where? Enroll via the Course Catalog of the Employee LearnCenter
  • What?
    • Manage Supplier Returns Training
    • Modify Requisition Training
    • Approvals Process Training
    • Receive Goods and Services Training

 

The “Approvals Process Training” is  available to HCM users.

After completing the required trainings, you will receive access to the system by close of the following business day. 

If you have any questions or need assistance with anything related to accessing or completing training, please submit a service request or call the UW Help Desk @ 766-HELP.

 

Quick Reference Guides

To supplement the online trainings Quick Reference Guides (QRG’s) are available in the WyoCloud Knowledge Base. These QRG’s, which can be accessed at any time, provide written instructions on how to navigate the system. As the QRGs are routinely updated, they are best viewed on the Knowledge Base.  Date updated can also be found on both the PDF and web version of each document.

 

Open Labs

After completing all required online training, if you find that you have additional questions, and would like to speak to a WyoCloud subject matter expert, you may attend an Open Lab Session. These hands-on sessions will allow members of the UW community to drop-in to small, "office hours" style sessions and ask questions, one-on-one, about the WyoCloud Financial Management System. Subject matter experts will answer your questions on a first come, first serve basis.

A schedule of upcoming Open Labs can be viewed within the Employee LearnCenter. Click on Course Catalog then search for WyoCloud Open Lab to review the full list of upcoming Open Labs. Although not required, it is recommended you register prior to attending an Open Lab to ensure we have the proper subject matter experts available to answer your questions.

 

Business Intelligence Financial and Student Reporting

In order to access Business Intelligence Financial Reporting, all employees must complete the required WyoCloud Business Intelligence Training online.  This training has been moved to the Employee LearnCenter.   Within the Employee LearnCenter, every UW employee is assigned the WyoCloud Business Intelligence Reporting Learning Plan which contains the training required.  Click on My Learning Plans inside the LearnCenter for easy access.

Business Intelligence Financial Reporting leverages the same platform as Business Intelligence Student Reporting (released in Spring 2017), thus if you have already completed the previous Student Training, you will not be required to complete additional training to receive access to the Financial Reporting dashboards. 

In addition to these online courses, corresponding Quick Reference Guides (QRG's) are also available on the WyoCloud Knowledge Base.  If you have any questions or need assistance with anything related to accessing or completing training, please submit a service request or call the UW Help Desk @ 766-HELP.

To access WyoCloud Business Intelligence Reporting online training, login to the Employee LearnCenter.  
The WyoCloud Business Intelligence Reporting Knowledge Base can be found here.

 

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