Page 1 - How do I Get Access to EMory's Financial Systems for Finance Division Employees?
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Finance System Access


        How do I Get Access to Emory’s Finance Systems?


        Overview

        Training is required for transactional access to Emory's Financial Systems. The type of training you need
        depends on the tasks that you will be performing in the Financial Systems.  If you are new to Emory's Financial
        Systems, follow the steps in this guide to identify training, request access, and stay informed.

        Completing Required Training

        Search the Financial Systems Onboarding Tool to locate the tasks that you will be performing along with
        the corresponding required course.

                Note:  The Institutional Data Management course is always required for any Finance Systems.

        1.  Search the Financial Systems Onboarding Tool to locate the tasks that you will be
            performing along with the corresponding required course.

        2.  Register for courses in https://elmprod9.emory.edu .  Remember to register for the required Institutional
            Data Management (IDM) course.

        3.  Complete the required Institutional Data Management (IDM) course (410001-9264).

        4.  Complete the required courses identified on the Onboarding Document.
        5.  Complete the appropriate forms under step 8.

            Note:  Access forms are NOT required for transactional access to Expense Reports & Payment Requests

        FOR APPROVERS:  Complete the Workflow (Approvals) Training

         Approvers are required to take the Compass Workflow and Approving Transactions self-paced eLearning
        course.

        6.  Complete the required course for approvers:  Compass Workflow and Approving

            Transactions self-paced eLearning course (260614).

               a.  Compass Workflow (Approvals)

               b.  Emory Express Workflow (Approvals)

        7.  Complete the appropriate forms under step 8.

        Completing the Online Request Form

        After completing training, you will submit the Online Access Request form for the system you need access to.


        8.  Complete the Online Access Request form.
               a.  Compass Financials


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        Emory Confidential and Proprietary           Last Revised on 1/10/2019                  Return to Table of Contents
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