Training Requirements

WHAT TRAINING IS REQUIRED FOR EACH ROLE?

What Training Should I Take?

You can find a chart for each category of training with links to descriptions of each course. The required and recommended courses are listed for each Financials system role.

Financial Training Instructor-Led Workshop Prerequisites

You can find a chart that identifies prerequisites for each course that will prepare you to get the most value from the Financial Training workshops. The prerequisites provide the foundation necessary for successful comprehension of the materials.

OCIO Training – Institutional Data Policy, Gramm-Leach Bliley, Identity Theft Red Flags

Institutional Data Policy: the training is required for all current authorized users of the central administrative systems, which include PeopleSoft, eReports Portal, Student systems (Admissions, Student Financial Aid, BARS,MARX and Alma Mater including access via the University Registrar’s web site) and the Operational Data Store.
Gramm-Leach Bliley: the purpose of this training is to educate employees who work with customer financial and credit information on the privacy requirements defined in the Gramm-Leach-Bliley Act of 1999. The training is required for employees who have access to customer financial and credit information, such as student loans and financial aid data.
Identity Theft Red Flags: the Identity Theft Red Flags training is for individuals: who work in customer service areas where goods or services are sold but are not paid for fully at the point of the sale, such as patient & animal care clinics; who work in customer services areas where goods or services are sold and are paid for through payroll deductions such as parking services, memberships, etc.; who work in areas that generate bills or statements to collect on established accounts receivable; or who work in areas that handle loan processing. The training is also for managers, supervisors, and other individuals who oversee these processes.

WHERE CAN I FIND DESCRIPTIONS OF INSTRUCTOR-LED CLASSES?

Financial Training Instructor-Led Workshop Descriptions

WHERE CAN I REGISTER FOR INSTRUCTOR-LED WORKSHOPS AND EXPERIENCE SESSIONS?

To register for instructor-led workshops and experience sessions for financial concepts and policies; the general ledger system; the procurement system; and reporting, access BuckeyeLearn: go.osu.edu/BuckeyeLearn

WHEN IS INSTRUCTOR-LED TRAINING AVAILABLE?

For a complete list of online courses, instructor-led workshops, GL Experiences, and Assessments offered in the current six month period access go.osu.edu/BuckeyeLearn and follow these steps:

  • Sign in with your name.# and password
  • Click on BROWSE TRAINING
  • Click on Financial under “Subject” on the left side of the page
  • Select session you wish to attend
  • Click Request to register for the session