Role Specific Training

A DHR is a designated employee that can process HR-related transactions on behalf of employees within their area of responsibility (ex. Assignment changes, managing compensation, terminations, etc.).

New DHR requests should be submitted by the college or department's authorized decision maker, and emailed to hr@uwyo.edu for consideration. Approved DHRs must complete online training regarding their responsibility in this role.

A cost center approver is a designated employee assigned responsibility to review and approve all finance transactions allocated to the organization(s) in their purview.

Cost Center Approvers must complete online training regarding their responsibility in this role. If a cost center approver moves from one department to a different department, training is not required to be completed again. To request a change to a Cost Center Approver, please submit a service request.

To request a procurement card, complete the Procurement Card Agreement Form and email it to pcard@uwyo.edu. Upon approval of a card, cardholders must complete the P-Card training before receiving the card.

 

• Procurement Card Forms
• Procurement Card Policy and Information
• Quick Reference Guide for Reconciling P-Card Transactions

Organization Property Administrators (OPAs) are responsible for managing capital and non-capital sensitive equipment for their designated organization(s) throughout the equipment's lifecycle, from acquisition through utilization to disposition.

All OPAs are required to complete mandatory training within 30 days of their assignment to the role. 

• Asset Management Policies and Reference Material: Capital Asset Business Process Guide and University’s Equipment and Depreciation Policy
• Asset Management Forms: Organization Property Administrator Change Form, Organization Equipment Checkout Form, Property Disposal Request Form, Fabrication Request Form, and Non-Capital Sensitive Equipment Inventory Template.

The Effort Compensation Compliance system (ECC) is the After-the-Fact effort reporting system used by the University for certifying that salaries charged or contributed to all sponsored projects are reasonable and consistent with the portion of total professional activity committed to the projects. No training is required for access. Specific positions/roles (i.e., Principal Investigator (PI), Accountant, or Business Manager) may require access and are assigned a role within ECC by the Office of Sponsored Programs.

Request for access should be emailed to ecc_help@uwyo.edu where the appropriateness of access will be reviewed.

• Effort Compensation Compliance System Resources
• ECC Quick Reference Guides and Other Resources

Access to the Awards Management module is solely based on when an employee is assigned to a sponsored program/award (ex. Principal Investigator (PI) or Project Manager). Employees assigned to an award will only have access to those awards/projects within this module 

• Awards Management Module Quick Reference Guide

New employees with a financial position (ex. accountant, business manager, director, etc.) have the option to complete a 3-hour instructor-led training to acquaint them with the financial policies and procedures at the university.

• Introduction to the Financial Management Onboarding Training

Training:

• Account Analysis Report Pivot Table Training Instructor-Led (view offerings to sign up for next available training) 

Resources:

• Account Analysis Report Quick Reference Guide 

Training:

• Fund Balance Instructor-Led Training (view offerings to sign up for next available training)

Resources:

• General Accounting Dashboard QRG