Training

Classroom training courses

Please book via the Learning Management System (LMS) using the links below (login required):

• Fundamentals of Finance at the University of York (runs frequently via Zoom)

Digital training 

• University financial regulations e-learning course: mandatory for Finance department staff and any staff with a University Purchase card; highly recommended for non-Finance department staff who are involved in Finance-related activities
• Being an effective budget holder e-learning course: for staff outside the Finance function who work with their department's budget
• Getting the best value when procuring goods and services e-learning course: provides advice and guidance on how to achieve best value for money (VFM) when procuring goods and services
• Travel & Expense Policy course: a short e-learning course provided for expenses claimants. New version coming soon. 
  • Don’t have access to the Learning Management System? A Google doc version of the Travel & Expense policy course is available (UoY login required)
• Dashboard e-learning course: covers hiring, booking and paying Casual workers (provided by Human Resources)
• Payment card security: mandatory for staff taking debit and credit card payments from students and customers
• Agresso/YEP: if you use Agresso or YEP, take a look at these resources:
  
  • Journals in Agresso (Manual Input)
  • Journals in Agresso (Web)
  • If you're a BIF user (Agresso), you need to annually complete the Journals in Agresso (BIF) curriculum, which includes a course and a quiz
  • YEP eLearning modules and quickcards (under the training section)
• If you receive an email from Accounts Payable telling you that the invoice received is a higher value than your order follow these steps: "Out of tolerance" training video (via Panopto, login required)

British University Finance Directors Group training

The University is a member of British University Finance Directors Group (BUFDG) and therefore University staff have access to several online courses on the BUFDG website including introductions to higher education finance, procurement, fraud, bribery and cost modelling. University staff do need to register to access the courses.

Support for Finance staff undertaking professional study

In order to support personal development, succession planning and to ensure that staff have the skills needed to deliver a high quality professional finance service, it is expected that on a regular basis the Finance department will support members of staff to undertake study towards professional finance qualifications. This policy aims to clarify what form that support may take and to ensure that managers across the department are providing a consistent and appropriate level of support to staff undertaking professional study.

• Finance study support policy (PDF , 117kb)