Software of Operational and Administrative Resolve (SOAR)
Training (Sorted by Persona)
Select the role(s)/persona(s) that apply to you at the University. Once you have made your selections, the list populated below will represent the required Oracle trainings you are expected to take. Note that some specific positions may need other trainings beyond this generic standard.
Training Personas:
- Staff
- Faculty
- Principal Investigators (PI)
- Exempt Grad Assistant
- Non-Exempt Graduate Assistant
- Part-Time Faculty
- Student Worker
- Temporary Employee
- Line Manager (Direct Supervisor)
- Department Head
- Departmental Business Representative
- Department Purchaser
- Project Accountant
- Local Learning Administrator (Responsible for Training Employees in One Specific Area)
- Finance Central User
- Financial Reporting Central User
- Grants Central User
- Human Resources Central User
- Post-Award Central User
- Procurement Central User
- WBT — Web-Based Training (online 24/7)
- ILT — Instructor-Led Training (in person, instructor-led training)
- VILT — Virtual Instructor-Led Training (online instructor-led training)
HCM Training Track (HR/Payroll)
| Name of Training | Audience(s) | Description of Training | Training Format (What's this?) |
|---|---|---|---|
| Introduction to HCM | Departmental Business Representative Department Head |
This course explains the basic navigation of Oracle HCM, and covers a broad overview of the various modules within HCM. Schedule, Registration and/or Recordings:
|
VILT |
| Employee Self Service Overview | Faculty Staff Student Worker Temporary Employee Part-Time Faculty Exempt Grad Assistant Non-Exempt Graduate Assistant |
This course introduces Employee Self Service (ESS) in Oracle Cloud. You'll learn how to navigate the system and manage essential HR features like updating personal information, accessing pay slips, submitting leave requests, and completing payroll forms. The training is designed to help you handle important HR tasks confidently and efficiently in your role. Schedule, Registration and/or Recordings:
|
WBT |
| Manager Self Service Overview | Line Manager (Direct Supervisor) |
This course provides managers with skills for overseeing direct reports and handling key HR functions. Topics include managing direct reports, absence management and compensation overview. Manage and view time cards, create time entries and handle approval requests. Utilize the "My Team" feature for managers, delegate approvals, and run top reports in Oracle, such as termination turnover and time to fill requisitions. Enhance your ability to efficiently manage your team and HR responsibilities. Schedule, Registration and/or Recordings:
|
WBT |
| Time and Attendance | Faculty Staff Student Worker Temporary Employee Non-Exempt Graduate Assistant |
This course offers key guidance on time and absence management in Oracle Cloud, including
recording and submitting time entries, requesting absences, and reviewing leave balances.
Participants will also learn how to track the status of requests and understand related
workflows.
The course is 60 minutes for employees who manage only their own time and absences.
During the second hour, line managers will receive additional support focused on reviewing
and approving team members’ requests, managing approval workflows, and handling follow-up
actions.
Schedule, Registration and/or Recordings:
|
ILT, VILT & WBT |
| Direct Hires (E-contracts) | Departmental Business Representative Department Head |
This course covers the direct hire process for various employee types. Learn the procedures for hiring student workers, graduate assistants and temporary employees. Understand the guidelines for extra compensation, faculty summer compensation and part-time faculty, including extra compensation for teaching. Additionally, gain knowledge on processing one-time pay. Enhance your proficiency in managing the direct hire process for diverse employment categories. Schedule, Registration and/or Recordings:
|
ILT & WBT |
| Recruitment Deep Dive | Departmental Business Representative Department Head |
This course provides an overview of the recruitment process using Oracle HCM, covering critical aspects from job requisition creation to candidate onboarding. Participants will learn how to manage both internal and external candidate applications, navigate through various recruitment phases and handle job offers efficiently. The course also delves into prescreening and background checks, as well as the creation and management of job requisitions and career sites. Schedule, Registration and/or Recordings:
|
ILT |
| Faculty Performance Appraisals | Faculty |
This brief training provides a step-by-step walkthrough to complete faculty performance appraisals in Oracle Cloud. You’ll quickly learn how to access the appraisal form, enter feedback and ratings, and submit your evaluation. Schedule, Registration and/or Recordings:
|
VILT & WBT |
| Staff Performance Appraisals | Staff Line Manager (Direct Supervisor) |
This brief training provides a step-by-step walkthrough to complete staff performance appraisals in Oracle Cloud. You’ll quickly learn how to access the appraisal form, enter feedback and ratings, and submit your evaluation. Schedule, Registration and/or Recordings:
|
ILT & WBT |
| Payroll Person Assignment Costing | Departmental Business Representative Human Resources Central User Post-Award Central User |
This course is designed for team members responsible for managing person costing assignment-level changes when adding or removing Project and Grants Management (PGM) projects. This course provides a deeper dive into person costing assignment-level, including how to perform and track changes for past, current, and future costing allocations. Before attending this course it is reccomended that you attend PGM Basics and Position Change and Budgets. Schedule, Registration and/or Recordings: |
VILT (Teams) |
| Positions and Budgeting | Departmental Business Representative |
This course will help you explore how to efficiently manage workforce changes—such as creating and updating positions with relevant budgeting, assigning employees and editing assignments within Oracle Cloud services. Schedule, Registration and/or Recordings:
|
VILT (Teams) |
| Learning Administration, Transcript and Reporting | Local Learning Administrator (Responsible for Training Employees in One Specific Area) Human Resources Central User |
This course is designed to provide participants with an understanding of Oracle HCM Learning Management. The course covers a wide range of topics essential for effectively managing and utilizing Oracle's learning platform. Participants will gain hands-on experience in creating, managing and evaluating learning content, assignments and assessments. By the end of the course, learners will be equipped with the skills needed to optimize learning processes and enhance the overall learning experience within their organization. Schedule, Registration and/or Recordings:
|
WBT |
EPM Training Track (Budgeting)
| Name of Training | Audience(s) | Description of Training | Training Format (What's this?) |
|---|---|---|---|
| Budgeting Part 1 |
Departmental Business Representative
|
This course, the first of two parts, provides an overview of Budgeting within Enterprise Performance Management (EPM). It will include simulations of most commonly used transactions. Schedule, Registration and/or Recordings: |
VILT/WBT |
| Budgeting Part 2 |
Departmental Business Representative |
This course, the second of two parts, provides an overview of Budgeting within Enterprise
Performance Management (EPM). It will include simulations of most commonly used transactions. Schedule, Registration and/or Recordings:
|
VILT/WBT |
PGM Training Track (Grants)
| Name of Training | Audience(s) | Description of Training | Training Format (What's this?) |
|---|---|---|---|
| Overview for PIs and Business Officers |
Principal Investigators (PI) Departmental Business Representative |
This course provides a comprehensive overview of the essential components and processes involved in managing projects and grants within Oracle Cloud. Participants will learn about project details, cost management, reporting, and effort reporting. Schedule, Registration and/or Recordings:
|
VILT/WBT |
| Project Costing | Departmental Business Representative Grants Central User |
The Project Costing Web-Based Training (WBT) introduces learners to essential project costing functions in Oracle Fusion. Participants will gain practical skills in initiating and processing subaward purchase requisitions and invoices and creating cost transfers. The course equips users with the knowledge needed to accurately manage and report project expenses in Oracle Fusion. Schedule, Registration and/or Recordings:
|
WBT |
| Non-Sponsored Projects | Grants Central User Financial Reporting Central User Project Accountant Departmental Business Representative |
This Web Based Training (WBT) provides an overview of project management within Oracle Cloud including step by step guidance to create non-sponsored project creation, create non-sponsored project budgets and for business officers to manage non-sponsored projects within Oracle Cloud. Schedule, Registration and/or Recordings:
|
WBT |
PTP Training Track (Procurement)
| Name of Training | Audience(s) | Description of Training | Training Format (What's this?) |
|---|---|---|---|
| Employee Expenses | Faculty Staff |
This course provides instructions on how to manage expenses in Oracle. Participants will explore how to create pre-authorizations, submit expense reports, and navigate key features in the Oracle Cloud Expenses module to ensure timely and compliant reimbursement. Schedule, Registration and/or Recordings:
|
VILT (Teams) & WBT |
| PTP Essentials for Finance and Procurement |
Departmental Business Representative
Department Purchaser Finance Central User
|
This course is designed to provide Finance and Procurement users with a foundational understanding of the Procure-to-Pay (PTP) process in Oracle. It covers key tasks, such as requisition creation, student and guest travel management, supplier registration, expense approvals, invoice submission, product receipt, and return management—enabling users to navigate the full PTP cycle efficiently. Schedule, Registration and/or Recordings:
|
VILT (Teams) & WBT |
| Supplier Management and Negotiation | Procurement Central User |
In this course you will learn how to efficiently add and update suppliers, create and track negotiations, and manage agreements using Oracle Cloud. Schedule, Registration and/or Recordings:
|
VILT/WBT |
RTR Training Track (Accounting)
| Name of Training | Audience(s) | Description of Training | Training Format (What's this?) |
|---|---|---|---|
| General Ledger Overview | Departmental Business Representative |
This course introduces the Record-to-Report (RTR) module in Oracle Cloud. You'll learn how to navigate the system and use key financial features like the Chart of Accounts, period open and close, and allocation and validation rules. The training is designed to help you handle essential finance tasks confidently and efficiently in your department role. Schedule, Registration and/or Recordings: |
VILT (Teams) |
| General Ledger Journal Entry and Financial Management |
Departmental Business Representative
Department Head
Finance Central User
|
This course will provide an overview to manage the general ledger in Oracle Cloud and will provide step by step guidance to create and maintain ledgers, budgets, and journal entries. Schedule, Registration and/or Recordings:
|
VILT (Teams) & ILT |