Page 1 - How do I Get Transactional Access to Emory's Financial Systems

Finance System Access

How do I Get Transactional 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.

Complete Required Training

A list of financial tasks and the required courses are available on the Financial Systems Onboarding Tool.

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.

Complete the Online Request Form

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

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

b. Emory Business Intelligence (EBI)

c. Emory Express

d. Labor Data

e. Web Wires Claim

You will receive access within 2 business days of completing the required course with an
assessment score of 80% and after completing the Compass Online Access Request Forms

has received departmental approval.

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

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