Coffee Mug with the word Begin

Danielle Macinnes

How To...

Onboarding

Job Aids

Training Resources

Onboarding

A collection of resources to provide new financial staff with a path to learning about the systems, policies, and procedures used in H&S. This content is being developed. We currently offer the Finance Training Guide as a start for both new and current administrators.

On Jan. 3, 2022, Stanford Financial Management Services (FMS) will launch a new STARS course, Financial Stewardship Expectations (FIN-PROG-0020), which will become the new prerequisite training for accessing Oracle Financials systems (e.g., Expense Requests, PCard, Labor Distribution) and OBI reporting. This new course will completely replace the Financial Confidentiality Agreement (FIN-PROG-0010) STARS course.

Finance Training Guide for New Department Administrators.

Please note that we are currently in the process of updating this guide. Some sections may be out of date. The last update was March 2018.

Job Aids

Listing of planning assumptions, quick start guides, and other job aids to assist you with budgeting, financial forecasting, the use of H&S systems, and financial reporting.

Training Resources

Presentation slides and other materials from training sessions to assist with developing a better understanding of H&S processes, systems, and best practices for financial management.