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List of Role Based Training List of Role Based Training List of Role Based Trai...
Financial Toolkit - All you need to know to get startedFinancial Toolkit - All you need to know to get started Financial Toolkit - All you need to know to get started All you need to know to...
Working with Financial FormsWorking with Financial Forms Working with Financial Forms Forms
Month end reviews & the reconciliationsMonth end reviews & the reconciliations Month end reviews & the reconciliations Month end reviews & rec...
Cash HandlingCash Handling Cash Handling Cash Handling
How to better manage my assets, motor vehicles and attractive items below $5kHow to better manage my assets, motor vehicles and attractive items below $5k How to better manage my assets, motor vehicles and attractive items below $5k How to better manage my...
How to better manage my Payables & Purchasing processes?How to better manage my Payables & Purchasing processes? How to better manage my Payables & Purchasing processes? How to better manage my...
How to manage my prizes, bequest and other interest earning deposits?How to manage my prizes, bequest and other interest earning deposits? How to manage my prizes, bequest and other interest earning deposits? How to manage my prizes...
PeopleSoft: Journals & eT FormsPeopleSoft: Journals & eT Forms PeopleSoft: Journals & eT Forms PeopleSoft: Journals & ...
PeopleSoft:Electronic Purchase OrderPeopleSoft:Electronic Purchase Order PeopleSoft:Electronic Purchase Order PeopleSoft:Electronic P...
PeopleSoft: DIY EnquiriesPeopleSoft: DIY Enquiries PeopleSoft: DIY Enquiries PeopleSoft: DIY Enquiries
PeopleSoft: Running reportsPeopleSoft: Running reports PeopleSoft: Running reports PeopleSoft: Running rep...
Pre Advisor: Budget Planning & DevelopmentPre Advisor: Budget Planning & Development Pre Advisor: Budget Planning & Development Pre Advisor: Budget Pla...
Advisor: For New UsersAdvisor: For New Users Advisor: For New Users Advisor: For New Users
Advisor: RefresherAdvisor: Refresher Advisor: Refresher Advisor: Refresher
TaxTax Tax Tax
Student loansStudent loans Student loans Student loans
Financial Task and Responsibilities Checklist Financial Task and Responsibilities Checklist Financial Task and Resp...
Financial Roles & Knowledge Required Matrix Financial Roles & Knowledge Required Matrix Financial Roles Knowled...
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List of Role Based Training

 

Clarification of job title

Your job title may differ from the information below but to find out the relevant training session for you, please consider yourself as:

  • Finance Officer: If you have at least 25% financial responsibilities in your role
  • Finance Assistant: If you have < 25% financial responsibilities in your role

Clarification of roles and responsibilities

It is important you check with your School Manager to clarify.

The Financial Tasks and Responsibilities Checklist and the Financial Roles and Required Knowledge Matrix are available to assist.

TOPIC

SCHOOL MANAGER / EQUIVALENT

FINANCE OFFICER/FINANCE ASSISTANT/EQUIVALENT

Knowledge is power! All you need to know upfront

Essential

Essential

Forms! Forms! How to get my forms processed quickly?

Highly recommended

Essential

Month end reviews & the reconciliations

Essential

Essential

Cash Handling

Optional

Highly recommended

How to better manage my assets, motor vehicles and attractive items below $5k?

Essential

Optional

How to better manage my Payables & Purchasing processes?

Essential

Optional

How to manage my prizes, bequest and other interest earning deposits?

Highly recommended

Optional

PeopleSoft: Journals & eT Forms

Optional

Essential

PeopleSoft: Electronic Purchase Order

Optional

Essential

PeopleSoft: DIY Enquiries

Optional

Essential

PeopleSoft: Running reports

Essential

Highly recommended

Advisor: For new users

Essential

Optional

Advisor: Refresher

Essential

Optional

Training Schedule > Course Materials > Enrolment Form
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