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Knowledge base
Beacon Finance User Guide
Excel Add-in
6
Beacon Excel Add-In Function Guide
Excel Add-In Video Overview
Example Excel Add-In Functions
Example Reports
How to Download the Excel Add-In (Self Service)
View all 6
Overview
6
Where to Find Reports - Summary of Every Beacon Finance Page
How to Find and Change Accounts
How to Find Historical Data or Change FY
How to Export Data
When is data downloaded
View all 6
Account Structure
5
The Account Structure Page
Ad-Hoc Account View
Customizing Column Preferences
Views in Beacon Finance
Saved Account Reports
Balance
1
Balance of Accounts
Pending
3
What are Pending Transactions
The Open Commitments Screen
How to Filter and Search Pending Transaction Pages
Actuals
9
The Object Class Detail and Category Detail Screen
Monthly Roll- Up
Vendor Summary Report
Mechanism Summary
Central Services Assessments (CSA or TAPs) Summary Report
View all 9
Transactions
6
Basics of the Transactions Data Screen
How to search for Transactions (Basic)
How to customize data columns for the Transaction screen
How to Save a Transaction Search
Multi Year Transactions
View all 6
Planning
4
How to Add/Edit Allocations
Adding and editing a Budget Entry
How to Add/Edit Projections
Budget Data Entry Overview
Multi Year - Gift and CRADA
7
Gift Fund Overview
CRADA Overview
Unconditional Gift Fund Overview
Gift Fund and CRADA Balance Reports
How to Enter a New Gift Fund and Collections
View all 7
Alerts
4
Available Alerts
Adding a New Alert
Editing an Alert
Deleting an Alert
Admin
2
How to Add a Finance User
How to Manage Category Groups
Admin - Edit View
5
How to Edit Views - Video Overview
How To Edit Views - Add New Account(s)
How to Edit Views - Reorganize Accounts
How to Edit Views - Delete Accounts
How to Edit an Account Title
FY 2023 Updates
1
Beacon Finance FY 23 Updates - Summary
Beacon Training Slides
1
Beacon Finance EOY Refresher (July 2024)
Beacon HR User Guide
Overview
4
Introduction
Download Sources
Download Timing
WorkForce Planning
How to run HR Reports from the Positions Module
7
How to Add/Edit HR Columns for Reports
How to use the Basic Filters
How to use the Position List More Filters
How to Save and Share an HR Report
How to Export the Report
View all 7
Managing Planning Records
3
Adding a Planning Record
Filling a Planning Record
Deleting or Updating a Planning Record
Viewing Employee Records
26
Positions Information Page
Positions Details Page
Positions: Supplemental Information Page
How to find an Employee Record
Position: Loans & Details page
View all 26
FTE Ceiling Planning
2
How to Add Cielings
Ceiling Dashboard Reporting
Reports Module
1
Standard Reports
Notifications Module
3
Adding New Alert Subscription
Editing Alert Subscriptions
Deleting an Alert Subscription
Administration Module
12
Administration Menu
System Configuration
Points of Contact
User Groups
Dropdowns/Lookups
View all 12
Excel Add-in
0
Payroll Projections
5
Explaining our Projections
Payroll Projection Report
Lump Sum Leave Pay
Cost of Livinig Adjustment (COLA)
How to Add a Projected Pay Increase
Title 42 Employees
1
Quadrennial Review and other Title 42 events
Adding Beacon HR Users (Granting User Permission)
2
Creating User Groups
How to Add a Beacon HR User
HR 2023 Updates
1
2023 HR Updates - Summary
Beacon HR FAQ
9
Which data sources does Beacon HR download from?
Who can see the changes I make to the Beacon HR system?
Will my IC be able to use Beacon HR to plan according to local knowledge?
Do changes I make in Beacon HR impact the initial data source?
How can I gurantee that hand-entered data is accurate in Beacon HR?
View all 9
Beacon Finance Training Course
Account Setup
4
Download the Excel Add-In
Account Strucutre Column Preferences
Transaction Screen Column Preferences
User Preferences
Beacon Finance Basics
5
How to Search for Accounts
How to Open and Close Accounts
How to Export Data
How to Change FY
Summary of Every Beacon Finance Page
Accounts
5
What is the Account Page?
How to link accounts to the Excel Add-In
The Accounts Page Navigation
Ad-Hoc Account View
How to create an Accounts Report
Pending
3
What are Pending Transactions
Open Commitments
How to Filter and Search in the Pending Tab
Actuals (Reports)
6
Summary of the Finance Reports
Balance of Accounts
OC Details
Monthy Roll-up
Vendor Summary
View all 6
Transactions
4
Transaction Basic Filters
How to Navigate to the Transaction Screen
What is the Transactions Screen
How to Save a Search
Introductory Beacon Finance Tutorial
10
Navigating The Account Structure Screen
Balance of Accounts Screen
Object Class and Category Detail Reports
Monthly Rollup
Transactions Detail Page
View all 10
Beacon HR Training Course
Course One - Front Positions Screen
4
Basic HR Navigation
Setting Column Preferences
In-Screen Analytics
Column Sorting
Course Two - Searching and Ad-Hoc Reporting
2
Front Position Basic Search
Front Position Advanced Search
Course Three - Employee Detail Page
8
Employee Detail Basics
Career Page
FTE and Cost
Employee Dates Page
Four Year Report Page
View all 8
Course Four - WorkForce and Reports
4
Reports
Need Help?
WorkForce Planning
Alerts
Course Five - Additional Modules
2
Dashboard
Travel
Projections
2
Projections
Special Pay
Beacon Dashboard User Guide
Managing your Dashboard
5
Create and Customize a Dashboard
Printing or Downloading a Card
Updating Global Settings
Sharing a Dashboard
Editing a Dashboard Title
User Settings
1
Adding Circles
Beacon Flow User Guide
Flow Access
1
How to Grant Flow Access
Manage Templates and Delegates
3
How to Create a Template
Manage Templates - How to Edit and Clone Templates
How to Add and Edit Delegates
Initating and Managing a Workflow
8
Initiating a New Workflow: Step One (Define the Routes)
Initiating a New WorkFlow: Step Two (How to Add Files)
How to Modify a WorkFlow Route
How to Send a WorkFlow outside the IC
How to Create and Assign Actions
View all 8
Sign and Route
2
Flow - Reviewer
Flow - Approver (How to Sign)
Flow Forms
5
How to Submit a Workplace Flexibilty Agreement
How to Terminate a Telework Agreement
How to Send Back a Telework Agreement
How to Submit a Training with a Cost Flow Form
How to Bulk Approve Training with a Cost Flow
External Document Requests
2
How to Send an External Document Request
How to Resolve a Document Upload Error
2023 Flow Updates
1
2023 Flow Updates Summary
Beacon Travel User Guide
Basic Navigation for all users
4
How to Search and Filter
In-Screen Analytics
Attendance Requests Screen
Combined Request by Event Screen
Travel Planner
7
How to Create a Travel Request
How to Create a Travel Request (Manage Travel Requests)
Add Travelers
Submit for Supervisor Approval
Change the Travel Planner
View all 7
Travel Approval
4
Denying a Travel Request/Return to Travel Planner
Travel Supervisor
Travel AO
EO/Final Approver
Travel Admin
1
Adding Users
Beacon Suite Release Notes
Helpful Hints Newsletter
19
Helpful Hints Newsletter #1 - Getting Started with Beacon Dashboard
Helpful Hints Newsletter #2 - Beacon Finance Save Search
Helpful Hints Newsletter #3 - Beacon HR Save Search
Helpful Hints Newsletter #4 - Share a Dashboard
Helpful Hints Newsletter #5 - Sign up for Alerts in Beacon Finance
View all 19
Hosted Beacon Training Ppt
Finance
0