Finance and Business Systems Training

Finance and Business Systems Courses

Links to courses and support materials for a selection of UC Davis systems can be found here. Additional resources may also be available directly on the webpage for that system.

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AggieBudget Courses

Course	Description	Format	Duration
AggieBudget Department Administrator Training	Provides an overview of the AggieBudget system and describes responsibilities of AggieBudget Department Administrators. This course is required for AggieBudget users assigned the Department Administrator role.	Online (eLearning)	20 min	Learn More
AggieBudget Labor Plan File Editor Training	Provides an overview of the AggieBudget system and teaches you how to edit plan files related to labor budget planning. This online training is required for AggieBudget users granted the Labor Plan File Editor role.	Online (eLearning)	20 min	Learn More
AggieBudget Operating Plan File Editor Training	Provides an overview of the AggieBudget system and teaches you how to edit plan files related to operating budgets. This online training is required for AggieBudget users granted the Operating Plan File Editor role.	Online (eLearning)	20 min	Learn More

Time Reporting System (TRS)

Course	Description	Format	Duration
Bi-weekly Employee	Online training for BIWEEKLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed.	Online (eLearning)	20 min	Go to Course
Department Time Administrators (DTA)	Online training for Department Time Administrators (DTA) on using the Time Reporting System (TRS). Information on TRS roles and responsibilities, how to monitor the employee profile, assign primary and backup supervisors to employees, submit timesheet to UCPath and other help resources.	Online (eLearning)	20 min	Go to Course
Monthly Employees	Online training for MONTHLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed.	Online (eLearning)	10 min	Go to Course
Supervisors	Time Reporting System (TRS) Training for primary and backup SUPERVISORS. Includes supervisor responsibilities, how to approve, return, and edit an employee timesheet and online help resources.	Online (eLearning)	25 min	Go to Course

AggieDocs

Course	Description	Format	Duration
AggieDocs	AggieDocs is one of UC Davis' document archiving and retrieval systems. It provides business automation, workflow, records management and document imaging as well as integrating technologies to enhance user productivity and business processing solutions.	Online (eLearning)	15 min	Go to Course

Contracts & Grants Accounting

Course	Description	Format	Duration
Cost Share Application	The Cost Share Application is a reporting system that allows the capture of expense transactions for reporting committed cost-shared expenses to sponsoring agencies.	Online (eLearning)		Go to Course
Effort Reporting System	The course "ERS Briefing for Principal Investigators" is an overview of the policies applicable to effort reporting and demonstrations of procedures to follow when certifying effort in the Effort Reporting System (ERS).	Online (eLearning)	30 min	Go to Course

Glacier - Tax Reporting & Compliance

Course	Description	Format	Duration
GLACIER	GLACIER is a secure online tax compliance system that foreign visitors use to provide their immigrant and tax data to UC Davis. GLACIER helps determine tax residency, withholding rates, and income tax treaty eligibility.	PDF		View PDF