Financial Training

We provide relevant, current training on the university’s financial policies, procedures, systems to interested employees. The university uses Workday as our financials system and associated processes.Additional learning will be developed to address gaps and areas requiring further attention. If you're not sure where to begin or need to find additional information, view our Frequently Asked Questions.

Minimally, all individuals accessing the Financials system must complete the B&F Core Courses in BuckeyeLearn. Additional requirements exist depending on your security role or job responsibilities. 

If you need to request assistance with developing a financial or fiscal related learning, please complete the Request form and email it to FinancialTraining@osu.edu

Accomodation Requests: If you are registered for any event or on a waitlist for an event and require an accomodation such as live captioning or interpretation to participate, please contact FinancialTraining@osu.edu. Requests should be made at least two weeks prior to the event, but the university will make every effort to meet requests made after this date.

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Core Courses


Online Courses

After viewing a course description, please click on "Register for this course" to access the BuckeyeLearn system.

Fiscal Stewardship for All

This 8-minute eLearning helps employees, who are not employed in fiscal roles, understand, and demonstrate that it is every employee’s responsibility to conduct themselves in an ethical manner that shows good stewardship of public funds. Upon completion of this course, learners will be able to understand how to be a fiscal steward of the university’s funds.

An audio transcript of this course may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

Click the link below to access BuckeyeLearn.  

REGISTER FOR THIS COURSE

Preventing Fraud

*Required when requesting access to Financial systems

Answers questions regarding what is fraud, why do people commit fraud, how does fraud occur without detection, where does fraud occur, and who is responsible for fraud detection and prevention.

Click the link below to access BuckeyeLearn.  

REGISTER FOR THIS COURSE

Stewardship for the Fiscal Professional

*Required when requesting access to Financial systems

Covers general information about expenditures. Includes specifics about expenditures on alcohol, meals, entertainment, recruiting, employee recognition, professional dues/subscriptions, personal telephone use and control over expenditure of gifts.

Click the link below to access BuckeyeLearn.  Search for B&F Core and request this curricula.  Open the B&F Curricula to find this class.

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Compliance


Online Courses

Gramm-Leach-Bliley Act (GLBA)

The Gramm-Leach-Bliley Act of 1999 is a federal regulation that defines requirements for protecting customer privacy, including non-public, personal information.  All Ohio State faculty and staff play an important role in protecting our students.  Employees who have access to student financial and/or financial aid data have a special obligation to protect the sensitive personal information associated with a student’s financial record; this includes, but is not limited to, the statement of account, social security numbers, bank account and routing numbers, tax return information, and credit history. 

Upon completion of this course, the learner will be able to:

  • Understand the importance of GLBA,
  • Understand the role GLBA plays in Ohio State’s financial activities, and
  • Apply best practices for verifying customer identity and handling customer records.

Employees who utilize the Student Information System (SIS), eReports, and/or the Operational Data Store (ODS) AND have access to view student financial aid or student financial data must complete this training annually.  Participation is mandatory, regardless of whether the data is utilized on a daily basis.  The entire training, including a short quiz, should take no more than 20 minutes to complete; a 100% score is required to successfully complete the training.  GLBA is set up as a curricula.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Identity Theft Red Flags

Identity Theft Red Flags is a 20-minute course which describes to users how to carry out the Fair and Accurate Credit Transaction Act (FACTA).  This course also provides additional instructions for those in a management position as to their responsibilities in the protection of identity.

Upon completion of this course, the learner will be able to:

  • Define Identity Theft and their responsibility in stopping it,
  • Understand the FACTA and the pillars upon which it was built, and
  • Recognize, and how to react to a Red Flag of Identity Theft. 

Identity Theft Red Flags is set up as a curriculum. An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Payment Card Compliance FY22

This 30 minute online curriculum includes the training on Payment Card Compliance and an assessment on the training.   The course is primarily for any individuals that handle or process payment cards on behalf of the university or the medical center or who have a role that would impact the security of cardholder data. 

Upon completion of this course, you will:

  • Understand how to secure a customer's payment cards
  • Have familiarity with Payment Card Industry (PCI) terminology
  • Know your responsibilities for PCI compliance
  • Understand the OSU incident response plan

To complete this curriculum, you must:

  • Complete the Payment Card Compliance FY22 training course
  • Pass the Payment Card Compliance FY22 assessment with a score of 100%


Contact Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training.

An accessible transcript is available under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

Asset Management Courses


Online Courses

After viewing a course description, please click on "Register for this course" to access the BuckeyeLearn system.

Asset Management Overview

This curriculum is primarily for Cost Center Asset Tracking Specialists (CCATS). The modules are broken into the steps within the asset lifecycle. Learners are able to add the modules to their transcript in one curriculum or search for and complete the individual peices as needed. 

Module 1: This 14-minute course provides an overview of the asset management policy. Upon completion of this course, participants will be able to:

  • Understand how stewardship relates to university assets.
  • Explain the responsibilities of the roles involved in the asset management process.
  • Distinguish between capital and non-capital assets.
  • Differentiate how assets are handled by UNIV and OSP.

Module 2: Upon completion of this 18-minute course, participants will be able to:

  • Describe the roles involved in each stage of the asset management lifecycle
  • Explain the steps involved in acquisition of an asset (e.g., delivery, payment, registration)
  • Differentiate what assets do and do not need tracked and/or tagged
  • Articulate when an asset flows to surplus or disposal

Module 3: Upon completion of this 12-minute course, participants will be able to:

  • Define sub-certification
  • Describe the do’s and don’ts of personal use of an asset
  • Explain the importance of compliance with federal, state and other applicable laws, as well as university policy, procedure, and processes.

Module 4: Upon completion of this 4-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to find an asset.

Module 5: Upon completion of this 5-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to update and transfer an asset.

Module 6: Upon completion of this 4-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to dispose of an asset.

Module 7: Upon completion of this 5-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to register an asset.

Audio transcripts of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 1: Responsibilities and Asset Types

This 14-minute course provides an overview of the asset management policy. Upon completion of this course, participants will be able to:

  • Understand how stewardship relates to university assets.
  • Explain the responsibilities of the roles involved in the asset management process.
  • Distinguish between capital and non-capital assets.
  • Differentiate how assets are handled by UNIV and OSP.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 2: Asset Management Lifcycle

Upon completion of this 18-minute course, participants will be able to:

  • Describe the roles involved in each stage of the asset management lifecycle
  • Explain the steps involved in acquisition of an asset (e.g., delivery, payment, registration)
  • Differentiate what assets do and do not need tracked and/or tagged
  • Articulate when an asset flows to surplus or disposal

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 3: Compliance and Regulations

Upon completion of this 12-minute course, participants will be able to:

  • Define sub-certification
  • Describe the do’s and don’ts of personal use of an asset
  • Explain the importance of compliance with federal, state and other applicable laws, as well as university policy, procedure, and processes.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 4: Find Asset

Upon completion of this 4-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to find an asset.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 5: Update and Transfer an Asset

Upon completion of this 5-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to update and transfer an asset.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 6: Asset Disposal

Upon completion of this 4-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to dispose of an asset.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Module 7: Register Asset

Upon completion of this 5-minute course, participants will be able to navigate through the asset management screens in Workday. This module concentrates on how to register an asset.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact financialtraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

 

Business Travel Courses


Online Courses

Business Travel Life Cycle

This curriculum is primarily for travel arrangers and travelers who want more information regarding the business travel process.  The modules are broken into steps of the travel life cycle. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed.  

Travel 1: Planning Business Travel (20 minutes):

  • Identify travel tools and resources
  • Navigate to the Travel Policy to ensure application throughout the business travel process
  • Estimate the cost of business travel
  • Determine funding source
  • Prepare for unique travel needs
  • Find additional guidance

Travel 2: Requesting Business Travel Authorization (30 minutes):

  • Explain the process to create a spend authorization
  • Understand the timing of submitting a spend authorization
  • Explain how to find then edit/cancel spend authorization
  • Explain the approval process for a spend authorization
  • Understand how to find additional guidance

Travel 3: Booking and Arranging Business Travel (20 minutes):

  • Describe the process for booking airfare
  • Describe the process for reserving a rental car
  • Describe the process for reserving a hotel
  • Review payment options
  • Find additional guidance

Travel 4: Expensing Business Travel (25 minutes):

  • Review the timing of submitting an expense report
  • Explain process to create an expense report
  • Explain the approval process for an expense report
  • Explain how to find/edit/cancel an expense report
  • Find additional guidance 

Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training or contact the Travel office at travel@osu.edu if you have any travel specific questions.

An accessible transcript is available in the BuckeyeLearn course under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

Travel 1: Planning Business Travel

This 20 minute course is primarily for travel arrangers and travelers who want more information regarding the business travel process. The travel modules are broken into steps of the travel life cycle. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed.  

After you complete this course you will be able to:

  • Identify travel tools and resources
  • Navigate to the Travel Policy to ensure application throughout the business travel process
  • Estimate the cost of business travel
  • Determine funding source
  • Prepare for unique travel needs
  • Find additional guidance

Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training or contact the Travel office at travel@osu.edu if you have any travel specific questions.

An accessible transcript is available in the BuckeyeLearn course under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

Travel 2: Requesting Business Travel Authorization

This 30 minute course is primarily for travel arrangers and travelers who want more information regarding the business travel process. The travel modules are broken into steps of the travel life cycle. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed.  

After you complete this course, you will be able to:

  • Explain the process to create a spend authorization
  • Understand the timing of submitting a spend authorization
  • Explain how to find then edit/cancel spend authorization
  • Explain the approval process for a spend authorization
  • Understand how to find additional guidance 

Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training or contact the Travel office at travel@osu.edu if you have any travel specific questions.

An accessible transcript is available in the BuckeyeLearn course under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

Travel 3: Booking and Arranging Business Travel

This 20 minute course is primarily for travel arrangers and travelers who want more information regarding the business travel process. The travel modules are broken into steps of the travel life cycle. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed.  

After you complete this course, you will be able to:

  • Describe the process for booking airfare
  • Describe the process for reserving a rental car
  • Describe the process for reserving a hotel
  • Review payment options
  • Find additional guidance 

Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training or contact the Travel office at travel@osu.edu if you have any travel specific questions.

An accessible transcript is available in the BuckeyeLearn course under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

Travel 4: Expensing Business Travel

This 25 minute course is primarily for travel arrangers and travelers who want more information regarding the business travel process. The travel modules are broken into steps of the travel life cycle. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed.  

After you complete this course, you will be able to:

  • Review the timing of submitting an expense report
  • Explain the process to create an expense report
  • Explain the approval process for an expense report
  • Explain how to find/edit/cancel an expense report
  • Find additional guidance 

Contact Financial Training at financialtraining@osu.edu if you experience any issues with the training or contact the Travel office at travel@osu.edu if you have any travel specific questions.


An accessible transcript is available in the BuckeyeLearn course under Resource(s); select Show More under Details on the course page to get to the Resource(s). If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests. Or Should you have any issues accessing this using a screenreader or other assistive technologies, please contact FinancialTraining@osu.edu.

REGISTER FOR THIS COURSE

 

Systems Courses


Online Courses

Surplus Property Management-Disposal Requests

This 30-minute course describes the process to initiate and submit a Disposal Request (DR) in the Surplus Property Software.  After completing the course, participants will be able to:

  • Enter a Disposal Request (DR) for an item in the Surplus Property Software,
  • Enter a DR for multiple items using a spreadsheet in the Surplus Property Software,
  • Access and explain reports available in the Surplus Property Software, and
  • Explain how to gain access to the Surplus Property Software. 

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Surplus Manager Role

This 15-minute course describes the Manager role in the Surplus Property Software and how to manage the access for your department and the addresses for your department.  After completing the course, participants will be able to:

  • Add a new Surplus Property Software User or Manager for your Cost Center,
  • Edit an existing Uers or Manager for your Cost Center,
  • Add, Edit, or delete addresses for your Cost Center,
  • Add a department if a Cost Center is not in the system, and
  • Close a Disposal Request. 

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE