Training
Classroom training courses
Please book via the Learning Management System (LMS) using the link(s) below (login required). If you don't have access to the LMS, please contact nancy.salmon@york.ac.uk to book a space.
| Training title | Description/Audience |
|---|---|
| Highly recommended for anyone at the University with an element of Finance in their role | |
| Academic Budget Holder training |
Highly recommended for all academic Heads of Departments (HoDs), new or existing, as well as other departmental staff involved in budgets, to understand more about your responsibilities from a financial perspective, and how we in Finance can support you in role. |
| PSS Budget Holder training |
Highly recommended for PSS staff involved in budgets, to understand more about your responsibilities from a financial perspective, and how we in Finance can support you in role. |
Digital training
If you don't have access to the LMS, please use the Finance Training for Associate/Temp Staff web page instead of the links in the below table. When you click Finish after completing a session, it won't do anything as it's designed for use in the LMS. Just close the window or click the back arrow to get back to the homepage.
If you do have access to the LMS, please use the below links so your progress is recorded.
| Training title | Description/Audience |
|---|---|
| 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 |
| Travel & Expenses Policy Training | E-Learning course. Mandatory for Finance department staff and anyone submitting expenses claims. Highly recommended for all staff |
| Being an effective budget holder | E-Learning course. For staff outside the Finance function who work with their department's budget. |
| Getting 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 |
| Payment Card Security | E-Learning course. Mandatory for staff taking debit and credit card payments from students and customers |
| Dashboard | E-Learning course. Covers hiring, booking and paying Casual workers (provided by Human Resources) |
| Agresso quick guides, manuals and FAQs | Quick guides, manuals and FAQs covering how to use Agresso and execute certain tasks |
| Journals in Agresso (Manual Input) | E-Learning course. Recommended for those new to manual input in Agresso, or needing a refresher |
| Journals in Agresso (Web) | E-Learning course. Recommended for those new to Agresso Web, or needing a refresher |
| Journals in Agresso (BIF) | Curriculum including e-Learning course and quiz. Mandatory for all BIF users (Agresso) every 2 years |
| YEP e-Learning modules and quick cards | Recommended for those new to YEP, or needing a refresher (found under the training section) |
| Purchase card videos and quick cards | Videos and quick cards on coding/approving transactions, checking your account balance, and using the BSM website and app (found under the training section) |
| Online store recordings and webinars | Recordings and live webinars provided by our Online Store provider, WPM. |
| "Out of Tolerance" training video | If you receive an email from Accounts Payable telling you that the invoice received is a higher value than your order |
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.
, 126kb)Contact us
Group Financial Accounts
finance-accounts@york.ac.uk
Group Financial Accounts, Heslington Hall
Contact us
Group Financial Accounts
finance-accounts@york.ac.uk
Group Financial Accounts, Heslington Hall