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Understanding UH Business Seminar
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MANDATORY FINANCE ROLE-BASED TRAINING


In addition to workflow training, the following online (web-based) Finance training courses are available for UH employees. (While employees of UHCL, UHD, and UHV may also take these classes, they may be instructed to complete alternate courses if procedures differ at their campus.)

Click
here to view the minimum quiz grades for credit.

 
TRAINING REQUIRED FOR UH EMPLOYEES BELOW
Cash Security Procedures
(See Note A)
  • Employees that handle cash (currency or checks)
  • Petty cash custodians
  • Change fund custodians
Cash Deposit and Security Procedures
(See Note A)
  • Employees that handle cash (currency or checks) and process deposits in the Finance System
  • Business administrators whose department handles cash
Petty Cash and Change Fund
  • Petty cash custodians
  • Change fund custodians
  • Business administrators whose department has a petty cash fund
Credit Card Accounting
(see Note B)
  • Employees who create journals to record credit card receipts for departments that accept credit card payments
  • Supervisors of the above employees
  • Business administrators whose department accepts credit card payment
  • Others who oversee credit card operations in a UH department
Credit Card Processing
(see Note B)
  • Employees who process credit card transactions (i.e., receive, handle, or send credit card information) for departments that accept credit card payments
  • Supervisors of the above employees
  • Business administrators whose department accepts credit card payment
  • Others who oversee credit card operations in a UH department
Credit Card Data Security
(see Note B)
  • Employees who have access to sensitive credit card information, such as the full account number received by their department for credit card transactions
  • Supervisors of the above employees
  • Business administrators whose department accepts credit card payment
  • Others who oversee credit card operations in a UH department
Red Flag Rules
  • Representative(s) from departments that have customer accounts for which they routinely (1) obtain or use consumer reports for a credit transaction, (2) furnish information to a consumer reporting agency for a credit transaction, or (3) advance funds to customers (i.e., provide loans). Everyone in the department is not required to take Red Flag Rules training. However, all department staff who have access to these accounts should receive in-house department training and updates on specific department procedures for preventing, detecting, and mitigating identity theft. See MAPP 01.03.04 for more information.
Procurement Card Cardholder
(see Note C)
  • Employees who use P-Cards to make University purchases that are direct-billed to the department
Procurement Card Business Office
(see Note C)
  • Employees who perform administrative tasks related to P-Cards, such as updating the bank’s online system (GCMS) and preparing Expense Reports for signature
Travel Card Cardholder
(see Note D)
  • Employees who use Individual Travel Cards to purchase airfare and/or make other University travel-related purchases that are direct-billed to the department
Travel Card Business Office
(see Note D)
  • Employees who perform administrative tasks related to Travel Cards, such as updating the bank’s online system (GCMS) and preparing Expense Reports for signature
  • Employees who use Department Travel Cards to purchase airfare and/or make other University travel-related purchases that are direct-billed to the department

Note A: Employees who are also involved in creating or approving cash
deposit journals only need to take the Cash Deposit and Security
Procedures training, since it includes information reviewed in the
Cash Security Procedures training.

Note B: Credit Card Accounting, Credit Card Processing, and Credit Card
Data Security are intended for departments that accept credit cards
as a form of payment for goods or services they provide (e.g.,
auxiliaries, Bursar’s Office, etc.). They are not intended for
departments that only have P-Cards and/or Travel Cards.

Note C: P-Card cardholders who are also involved in updating the bank’s
online system (GCMS) only need to take the Procurement Card
Business Office training, since it includes information reviewed in
Procurement Card Cardholder training.

Note D: Employees with Individual Travel Cards that also update the bank’s
online system (GCMS) only need to take the Travel Card Business
Office training, since it includes information reviewed in Travel Card
Cardholder training.

All of the above courses share the following characteristics:

  • They are required for employees with certain job functions or
    responsibilities (e.g., handles cash, uses a P-Card, creates journals
    to record credit card receipts for a UH merchant, etc.).
  • They must be taken before an employee can start performing the
    job function or is given the responsibility.
  • They must be taken as directed by Human Resources during the established mandatory training period to remind employees of the appropriate procedures and their responsibilities.
  • They include a short quiz, which the employee must complete after
    the training to verify that they understand the key concepts.
    (Minimum acceptable grade for course credit is published on the
    course home page in UHS Training.)