The following online and instructor-led courses include high-risk financial activities. An associated assessment must therefore be passed in order to gain access to the financial system.

• AR Monitoring
• Asset Management
• Bank Card Reconciliation
• Basic Accounting
• Basic Accounting II
• Budget Entry (Dept/RRC)
• Chart of Accounts
• Create Bills
• Create Requisitions
• Departmental Deposits
• Endowments
• Journal Entry
• Journal Entry Approvals
• PCard Approvals
• PCard Reconciliation
• Procurement Specialist
• Purchasing from U-Stores
• Query Manager (forthcoming course)
• Receiving Purchases
• Requisition Approvals
• Travel Authorization and Expense Reimbursement
• Travel and Expense Approvals
• Vendor Payments
• Vendor Payment Approvals

Assessments are written to follow along with course objectives (content covered within the courses) and to assess that knowledge and understanding was obtained from the course, along with an ability to research policies, discern appropriate use of ChartFields, and accurately prepare or approve financial activities within the financial system.

Course participants are encouraged to review the Assessment Guidelines job aid (pdf) before taking an online or instructor-led course. This job aid is a reference for preparing and taking assessments, and includes next steps after completing assessments.

Everyone has three attempts to pass an assessment. There are no repercussions for failing the first attempt. After a second failed attempt, we suggest employees work with their supervisor to prepare a strategy for passing the third time. This strategy could include revisiting course materials, attending a lab, or retaking the course. It may also be helpful to view the Courageous Conversations webcast.

After a third failed attempt, there is a six-month waiting period before an assessment can be retaken. During this time, an employee’s supervisor will determine a course of action for mentoring, coaching, or restructuring the employee’s work duties and responsibilities. Once the six-month waiting period is up, an employee must complete the course content again before assessment access is granted.

Please refer to the participant and supervisor toolkits on the main Financial Competencies and Assessments page for additional resources. If you have questions, contact Training Services at 612-626-1373.