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Workshops

FIS workshops are designed to give FIS users of varying experience levels a better understanding of specific FIS topics that are not explicitly covered in the Standard Curriculum and Reporting courses. Prior to attending any of these workshops, it is highly recommended that you complete the FIS Standard Curriculum to become familiar with the fundamentals of FIS.

Workshop Descriptions
WS  –  Managing Travel & Other Reimbursable Expenses

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture + DemonstrationWorkshop MaterialProcessing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff.This workshop guides you through the provincial legislation that govern the University’s reimbursement policies, University guidelines as well other information that will aid you when processing reimbursable travel expenses.Topics include:

  • The Ontario Expenses Directive and its impact on University business practices
  • General principles and guidelines governing travel expenses
  • Approving and authorizing travel plans and expenses
  • Methods of payment for reimbursing travel expenses
  • Allowable travel and other reimbursable expenses
  • Common errors caught by Internal Audit

 

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WS  –  Earmarked Funds (formerly Manual Reserves)

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture + DemonstrationWorkshop Material

Earmarked Funds (a.k.a., Manual Reserves, Funds Commitments and Encumbrances) are created by departments in FIS to reserve available budget dollars for expenses that are not processed through HRIS (e.g., payroll) or Logistics (e.g., POs). They enable you to set aside/reserve budget dollars for future expenditures.This workshop defines Manual Reserves and provides demonstrations of how to process and report them in FIS.

Topics include:

  • What are Earmarked Funds and why we use them?
  • Creating Earmarked Funds
  • Making changes to Earmarked Funds
  • Generating reports on Earmarked Funds

Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.

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WS  –  Updating CO Plans for Operating Budgets

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture, Demonstration + Hands-on Practice Activity

Workshop Material

 

Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year.

This workshop guides you through the importance of updating CO Plans, how to update plans and useful troubleshooting tips to help you along the way.

Topics include:

  • Why it’s important to update CO plans throughout the year
  • Using a Linking Table to load Original budget
  • How to enter or update CO plans in FIS
  • Understanding the Budget to Plans Reconciliation Report

Prior to attending this course, it is highly recommended that you complete the following FIS Standard Curriculum course:

 

Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.

 

Register for Upcoming Sessions:

No more sessions in 2019

 

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WS  –  Managing Refundable Deposits

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture + Demonstration
Workshop Slides:   Presentation   |    WorkbookRefundable deposits are collected by the University to ensure that items (e.g., FOBs, room keys, carrels) are returned and/or ensure that a room is left in satisfactory condition when it vacated. Due to the unique nature of refundable deposits, the University has specific policies, processes and guidelines governing the administration of these deposits.This course introduces departmental responsibilities around the administration of refundable deposits, as well as processing, tracking and reconciling key/refundable deposits in FIS.

Topics include:

  • What are refundable deposits and how they work
  • Departmental responsibilities and business processes surrounding key and other refundable deposits
  • Differences between “Deposit” and “Refund” FIS transactions
  • Relevant FIS screens and their distinct characteristics
  • How to track and reconcile key and other refundable balances in FIS

Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.

Register for Upcoming Sessions:

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