Talon

Internal Billing Nov 12 9:00am | Nov 19 9:00am | Dec 3 9:00am | Jan 7 9:00am | Jan 14 9:00am 

In this course, you will learn how to create, manage, and submit employee expense reports in Talon. The session will cover expense terminology, roles and responsibilities, use of corporate card programs, mobile app functions, and cash advances. Objectives include creating and submitting expense reports, adding expense items manually or from corporate cards, using the Talon mobile app for expenses, and managing cash advances and applying them to reports. 

Nov 10 11:00am | Nov 17 11:00am | Dec 1 11:00am | Jan 5 11:00am | Jan 12 11:00am 

In this course, you will learn how to manage the full lifecycle of grants and projects in Talon. The session will introduce key terminology, explain roles and responsibilities, cover the POETAF structure, and demonstrate how to view and manage award and project information. Objectives include understanding the end-to-end grants lifecycle in Talon, learning how to view and interpret grant and project data, gaining awareness of roles and responsibilities (PI, Co-I, Bookkeeper), and understanding and applying the POETAF framework. 

Nov 10 1:00pm | Nov 17 1:00pm | Dec 1 1:00pm | Jan 5 1:00pm | Jan 12 1:00pm 

In this course, you will learn how to process and manage internal billing transactions in Talon. The session will cover roles and responsibilities, use of the internal billing spreadsheet, and requirements for accuracy and completeness in charges. Objectives include understanding the internal billing process, learning how to complete the internal billing spreadsheet, applying correct natural accounts and expenditure types, and ensuring accuracy in charges and postings to the General Ledger.

Nov 12 9:00am | Nov 19 9:00am | Dec 3 9:00am | Jan 7 9:00am | Jan 14 9:00am 

In this course, you will learn how to create and manage requisitions in Talon as a Procurement Requester. The session will cover user preferences, use of punchout and catalog requisitions, requisition lifecycle management, approval workflows, and receipt creation. Objectives include setting user preferences, creating and submitting requisitions (Punchout, Catalog, SmartFor min), viewing and managing the requisition lifecycle, editing, splitting, duplicating, and withdrawing requisitions, responding to requests for additional information or rejections, creating and correcting receipts, viewing and changing purchase orders, and Contract Requests. 

Nov 13 9:00am | Nov 20 9:00am | Dec 4 9:00am | Jan 8 9:00am | Jan 15 9:00am 

In this course, you will learn how to manage recruiting activities in Talon as a Department Administrator. The session will cover creating job requisitions, reviewing candidates, setting up interviews, and supporting the selection and hiring process. Objectives include initiating and submitting job requisitions in Talon, reviewing and evaluating candidate applications, managing interview setupand feedback, and supporting the hiring and onboarding process. 

Nov 14 11:00am | Nov 20 2:00pm | Dec 5 11:00am | Jan 9 11:00am | Jan 16 11:00am 

In this course, you will learn how to manage core HR functions in Talon as a Department Administrator. The session will cover terminology, roles and responsibilities, and the transition from current processes to Talon. You will learn how to initiate and manage assignments, handle change transactions, and oversee key departmental HR responsibilities. Objectives include managing faculty, adjunct, staff, graduate assistant, and student worker assignments, initiating and completing core HR transactions, managing areas of responsibility and projected end dates, requesting new positions, processing manager changes, administering terminations and end assignments, and managing journeys as a department administrator. 

Nov 14 9:00am | Nov 20 11:00am | Dec 5 9:00am | Jan 9 9:00am | Jan 16 9:00am 

In this course, you will learn how to manage employee compensation in Talon, including base salary changes and individual compensation plans (ICPs). The session will cover terminology, department administrator responsibilities, approvalworkflows, and key considerations for allocating and editing compensation. Objectives include managing employee base salary changes, allocating and editing individual compensation plans (ICPs), understanding approval workflows for compensation updates, and recognizing key considerations for compensation allocations. 

Nov 14 1:00pm | Nov 21 1:00pm | Dec 5 1:00pm | Jan 9 1:00pm | Jan 16 1:00pm 

In this course, you will learn how to manage employee journeys in Talon. Journeys are checklists of tasks that guide employees and HR through events such as onboarding, name changes, or leave requests. The session will cover terminology, how journeys are assigned, and expectations for completing journey tasks. Objectives include understanding the purpose of journeys in Talon, managing assigned and requested journeys, completing journey tasks for common scenarios (e.g., onboarding, name change, leave), and recognizing current vs. future state improvements with Talon journeys. 

Nov 17 9:00am | Dec 1 9:00am | Dec 8 9:00am | Jan 5 9:00am | Jan 12 9:00am 

In this course, you will learn how to create and manage contracts for faculty, graduate assistants (GAs), adjuncts, and temporary staff in Talon. The session will cover contract creation, reappointments, future-state processes, and automated payment calculations. Objectives include creating and submitting various contracts (faculty, GA, adjunct, and temp), completing contract reappointments in Talon, understanding the transition from PAFs to Talon-based processes, and reviewing approval workflows and automated payment calculations. 

Nov 18 11:00am | Dec 2 11:00am | Dec 9 11:00am | Jan 6 11:00am | Jan 13 11:00am | Jan 20 11:00am 

In this course, you will learn how to navigate and apply the Talon Chart of Accounts (CoA). The session will introduce the CoA structure, segment definitions, cross-validation rules, and how the CoA interacts with project costing (POETAF). Objectives include understanding CoA segments and definitions, learning how to apply cross-validation rules, using the CoA mapping table and lookup tool, and recognizing how CoA integrates with POETAF and project costing. 

Nov 18 1:00pm | Dec 2 1:00pm | Dec 9 1:00pm | Jan 6 1:00pm | Jan 13 1:00pm | Jan 20 1:00pm 

In this course, you will learn how to use Talon as a Line Manager to manage your team’s activities and approvals. The session will cover terminology, roles and responsibilities, managing team timecards and absences, monitoring employee journeys, and setting up approvals and delegations. Objectives include understanding roles and responsibilities of line managers in Talon, approving employee timecards and absence requests, managing team journeys, and setting up and managing approvals and delegations. 

Nov 19 1:00pm | Dec 3 1:00pm | Dec 10 1:00pm | Jan 7 1:00pm | Jan 14 1:00pm 

In this course, you will learn how to create, manage, and revise labor schedules in Talon. The session will cover terminology, the overall process flow, assignment labor schedules, element-level schedules, split-funded assignments, and approvalworkflows. Objectives include understanding the labor distribution process, managing and revising labor schedules, reprocessing labor costs when needed, working with assignment and element labor schedules, and applying approval workflows for labor distribution. 

Nov 19 10:00am | Dec 3 10:00am | Dec 10 10:00am | Jan 7 10:00am | Jan 14 10:00am 

In this course, you will learn how to create, manage, and revise labor schedules in Talon. The session will cover terminology, the overall process flow, assignment labor schedules, element-level schedules, split-funded assignments, and approvalworkflows. This course will also focus specifically on the management of labor schedules for grants and projects. Objectives include understanding the labor distribution process, managing and revising labor schedules, reprocessing labor costs when needed, working with assignment and element labor schedules, and applying approval workflows for labor distribution.