OCS-EUT-Course-Syllabus -SUMMARY
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PendingIDCourse NameDefault InterfaceTarget audienceCourse ObjectivesDelivery TypeDuration (estimate)# of end-users?
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Intro1HP01Introduction to Agresso Self ServiceSelf ServiceAll staffThe objectives of the course are to help you:
• Navigate in Self Service
• Amend Self Service to make it more efficient
• Find and enter Agresso codes
• Understand tasks
• Use Agresso enquiries
e-Learning / Self-Study2-hour
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2HP02Introduction to Agresso Smart Client (HR users)Smart ClientHR Staff who will be using Smart ClientTo provide HR users with an introduction to the system and the background information required to complete the Smart Client courses. This is an introductory course covering the following: Logging in, basic navigation, common functionality, key concepts of Agresso, Reports and Enquiries. This course uses HR examples.e-Learning / Self-Study2-hour
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3HP03Introduction to Agresso Smart ClientSmart ClientAll staff who will be using Smart Client: Finance, Procurement, ProjectsTo provide users with an introduction to the system and the background information required to complete the Smart Client courses. This is an introductory course covering the following: logging in, basic navigation, common functionality, key concepts of Agresso, Reports and Enquiries. This course uses Finance examples.e-Learning / Self-Study2-hour
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Projects4CG01Introduction to ProjectsSelf ServiceStaff working with Projects or for anyone who needs to understand how the 4-step projects lifecycle worksThis is an introductory course for all staff involved with Projects to learn about the 7-step project life cycle. e-Learning / Self-Study1-hour
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5CG02a Project Management Lifecycle - for Projects OfficeSelf ServiceProjects Administration Project-Finance staff / Project Office (back-office function)To enable Projects Office users to be able to record all Project details in Agresso and amend data as required during the 7-step Project lifecycle, produce associated documents such as agreement letters, invoices etc. and use reports and enquiries.Classroom2 days
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6CG02bProject Management Lifecycle - for Project LeadersSelf ServiceProject Leaders / AssistantsTo enable Project Leaders (and assistants) to understand the processes associated with Donor and Project details in Agresso and amend data as required during the project lifecycle, to use associated documents such as agreement letters, invoices etc. and produce reports and enquiries.Seminar/Workshop1-2 hours
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7CG03Projects for FinanceSelf ServiceFinance Department, Finance Supervisor and Project AccountantTo enable Finance users to undertake the tasks required of them in relation to Projects.e-Learning / Self-Study
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Planner8CG04Introduction to Budgeting, Forecasting and Resource ManagementSelf Service / (Smart Client: WF)Staff working with BudgetsTo enable staff to understand the budgeting and resourcing process following the introduction of Agresso and sets the scene for staff involved with Budgeting, Forecasting and Resource Management. e-Learning / Self-Study2-hour
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9CG05Budgeting, Forecasting and Resource ManagementSmart Client / Self ServiceProject Administrator, Budget and Resource Administrator, Finance Department, Finance Supervisor and Project AccountantTo enable Budget and Resource Administrators to complete all budgeting, forecasting and resourcing tasks with Agresso.Classroom1 day
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Time/Exp10CG07Timesheet AdministrationSmart ClientTime Coordinators and Timesheet Finance AdministratorsTo enable staff to perform the tasks necessary to support the processing of timesheets and full cost recovery.Classroom1/2 day
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11CG08Timesheet EntrySelf ServiceAll staffTo enable staff to complete a timesheet in Agressoe-Learning / Self-Study1-hour
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12CG19Travel requestsSelf ServiceAll staffTo enable staff to make travel requests using Agresso.e-Learning / Self-Study1-hour
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13CG20Supporting Travel RequestsSmart ClientFinance Department, Project Accountant, Treasury Team and Travel Office.To support Accounts Payable Finance staff to undertake the tasks necessary to support the Travel Request and Travel Liquidation processes.e-Learning / Self-Study1-hour
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14CG34AbsenceSelf ServiceAll staffThis course is intended for all staff to help them book planned and unplanned absence in Agressoe-Learning / Self-Study1-hour
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15CG40Billing & InvoicingSmart ClientFinance, Project accountant, AR AccountantsThis course is intended for staff from Finance involved in the Billing & Invoicing process to learn how to use the ABW areas of Donor Management, Project Billing, and Full Cost Recovery to deliver the Revenue Recognition Process and reports. Classroom1 day
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Finance16CG09Introduction to FinanceSmart ClientProject leaders and Administrators, Finance department, Finance Supervisor, Project and General Accountants, Treasury team and Travel office.This introductory course is to explain the coding structure (chart of accounts), exchange rate and tax tables as an introduction to all Finance staff.e-Learning / Self-Study2-hour
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17CG10General Ledger + Finance InterfacesSmart Client / Self ServiceFinance Department and General Accountants• Register basic, recurring and accrual journals
• Save and use a journal template
• Understand the journal approval process
• Reverse a journal
• Report on posted journals
Classroom1-day
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18CG11Cash ReceiptingSmart ClientFinance Department and Treasury TeamOutlines the process for Cash Receipting and how this is handled in AgressoOn the job / Self-StudyBeing developed for WorldFish
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19CG12Bank ReconciliationSmart ClientFinance Department, General Accountant and Treasury TeamThis course is intended for Finance staff to learn how to carry out the Bank reconciliation processes such as: check/setup bank balance, record a statement, reconciliation, and reports & enquiries.On the job / Self-Study
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20CG13Period End ProcessingSmart ClientFinance Department, General Accountant.To enable staff to complete the period end processes required by Agresso and Centre process.e-Learning / Self-Study
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21CG14Finance ReportingSmart ClientFinance Department, General Accountant, Treasury TeamThe objectives of the course are to help you learn how to:
- Create simple/Setup/Browser - Use / - Create standard reports (in reports tab)
- Create new report templates / - Use of balance tables / - Create excelerator templates
Classroom1 day
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22CG15Fixed AssetsSmart ClientFinance Department, General Accountant.To enable staff to complete all tasks required in the registration, capitalisation and depreciation of Fixed AssetsClassroom1 day
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23CG17Accounts PayableSmart ClientFinance Department, Accounts Payable and Treasury Team The objectives of the course are to help you:
• Understand the Invoice Processing processes / • View/Create/Amend Suppliers
• Load, Index and Register Invoices / • Understand the concept of a 3 Way Match
• Understand the Invoice Payment processes / • Complete Cheque and BACS payments / • Complete Manual Payments / • Understand how to Reverse payments / • Use the related Agresso Reports & Enquiries
Classroom2 days
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24CG18Accounts ReceivableSmart ClientFinance Department, General Accountant and Treasury TeamThe objectives of the course are to help you understand: the Customer master File
Sales Order Processing: / Understand the Sales Order Workflow processes /
Understand the receipting process / Understand the Debtors process
Classroom1 day
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Procurement25CG22ProcurementSmart ClientProcurement Department, Logistics To enable the Purchasing Department to undertake all tasks required to support the procurement process as undertaken in Agresso > Managing suppliers , product codes, buyers checks, PO Distribution and working with missing GRNs.e-Learning / Self-Study2 hours
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26CG23Warehouse StaffSmart ClientStaff who work as Warehouse administratorsTo enable the Warehouse Administrators to undertake all tasks required to support the procurement process as undertaken in Agresso such as: Internal purchase request, Complete a stock table, requisitioning stock replenishing, warehouse locationsClassroom1/2 day
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27CG24Shipping OfficeSmart ClientStaff who work in the Shipping OfficeTo enable the Shipping Office to undertake all tasks required to support the procurement process as undertaken in Agresso such as: managing Goods receipting and returns e-Learning / Self-Study15 min
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28CG25RequisitioningSelf ServiceAll staffLearn how to raise a requisition, track it, issue a purchase order and receive goods and services.e-Learning / Self-Study2 hours
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HR29CG26HR EmployeesSelf Service / Smart Client (WorldFish)HR staff (back-office functions)To enable HR staff to complete all tasks relating to the Employee lifecycle.
- Position Administration -- International working - Immigration / Right to work - New starter process - - Induction process - Probation Management - Competency Management - - Managing Performance - Performance Appraisals - Grievance - - Disciplinary - Training Administration
Classroom2 days
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30CG27HR for Staffing ServicesSelf ServiceHR staff This training course is an extract of CG26 and is designed for Human Resources staff responsible only for the ‘employee lifecycle’ in Agresso Business World (ABW). The employee lifecycle involves creating positions within the organisation, processing applicants, appointing new staff members (resources), and processing the key tasks related to a resource undertaking their employment. Functions: Position Administration / • Vacancy Management • Applicant Tracking • International WorkingClassroom1/2 day
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31CG29HR for Training DepartmentSelf ServiceHR staff working with Training Administration functionsTo enable HR Training Department staff to complete all tasks necessary relating to competency management and training administration.e-Learning / Self-Study2 hours
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32CG30HR for Facilities ManagementSelf ServiceFacilities, Service Support UnitTo enable Facilities Management staff to complete all tasks necessary relating to the issuing, monitoring and return of company assets to staff.e-Learning / Self-Study30 min
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33CG31Resource PlanningSmart ClientHR, Pensions team, Payroll team, Facilities, Service Support Unit, Procurement DepartmentTo enable HR, Procurement and Facilities Management staff to complete tasks relating to the identification, scheduling and utilization of resources.Classroom1 day
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34CG33Managing Your Personal Information Self ServiceAll staffThis courses is intended for all staff to learn how to manage their personal HR information, competency data , training requests and benefit data in HR modulee-Learning / Self-Study2 hours
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Managers35CG32Agresso for ManagersSelf ServiceManagers, Leaders, Budget holdersTo enable managers to complete tasks required for approving/rejecting: staff leave requests, requisitions, travel requests, projects, budgets , etce-Learning / Self-Study2 hours
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Admin36CG35 / 36Excelerator Basics/AdvancedSmart ClientReporting users from Finance, HR, ICTTo enable System Administrators and Reporting Users to understand and interact with Agresso via Excelerator, to write reports, use balance tables. To develop reports from enquiries. Users will be introduced to Enquiry Browser + Analyzer Course to participate in this course.Classroom2 days
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TTT37CG39Train the Trainer-Center staff appointed to be Agresso TrainersTo provide chosen CG Trainers with the skills necessary to undertake the Agresso classroom training courses included in this syllabus. Content: How adults learn, visual, auditory, kinaesthectic. Learning styles. Designing and delivering Agresso sessions. Top tips for coaching others in Agresso.Classroom1-day
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Additional courses / combinations of courses
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ProcurementCG25 - 22Requisitioning & Procurement (Workshop)Self Service/ Smart Clientstaff who work in the Procurement Department, Logistics, Admin This course includes the same content of CG22 and CG25 but was created with some exercises in mind to showcase these functions to those who work in the area of Procurement in a face-to-face workshopWorkshop (F2F)0.5 dayPrepared for WORLDFISH
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Time / ExpCG19 - 20Travel Requests and Travel Liquidation (Workshop)Self Service/ Smart Clientstaff who work Finance Department, Project Accountant, Treasury Team and Travel Office.This course includes the same content of CG19 and CG20 but was created with some exercises to showcase these functions in a face-to-face workshop to those who work with submitting and supporting travel requests.Workshop (F2F)0.5 dayPrepared for WORLDFISH
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