Learning Paths

Important: On January 20, 2026, Human Resources launched a new Employee Learning Portal (external link) . This portal now houses Financial Services eLearning and all completed course records have been transferred to the new system. For more information, visit TMU’s new Employee Learning Portal now live!

With so many workshops to choose from, this page helps to identify which ones would most benefit you based on your role at TMU. The goal is to help you determine a learning path that suits your needs and puts you in the best possible position to succeed in the execution of your financial responsibilities.

Choose your role for a list of suggested workshops

Some workshops are required in order to receive access to certain applications in our financial systems. Others are recommended for improving your efficiency with common financial system and administrative tasks.

Select the option that best describes your financial responsibilities to get a list of suggested workshops:

Budget Management: Part 1

The Budget Management Part 1 learning path provides a basic understanding of the TMU General Ledger and focuses on the Financial Information Systems (FIS) access required to manage your budgets.

Workshop	Format	Required
Navigating FIS	Self-directed
Introduction to Financial Services	Self-directed
Introduction to Chart of Accounts	Self-directed	Yes
Understanding the General Ledger	Self-directed	Yes
Introduction to Reporting (General Ledger Inquiry)	Virtual workshop	Yes
Running and Exporting FIS Reports	Virtual workshop	Yes
Financial Reporting Integration with Google Apps	Self-directed
Reporting Tips and Tricks	Self-directed

Budget Management: Part 2

The Budget Management Part 2 learning path focuses on advanced aspects of budget management and provides you with tools and tips on how to better manage the different types of funds and processes at TMU.

Workshop	Format	Required
Monitoring and Reviewing Open Encumbrances	Self-directed
Reviewing General Journal Entries	Self-directed
Expense Reconciliation	Virtual workshop
Project Management: Research & Non Research	Self-directed
Preparing and Managing Budgets (Non-Project Funds)	Virtual workshop
Research Financial Administration	Self-directed
Understanding and Managing Trusts	Virtual workshop
Managing Scholarly Research and Creative Funds (SRC)	Virtual workshop

Budget Management Policy and Procedure

The Budget Management Policy and Procedure learning path provides guidance on how to adhere to various policies in regards to budget management at the TMU.

Workshop	Format	Required
Faculty Professional Expense Reimbursement Fund (PERF)	Self-directed
Faculty & Staff Travel Reimbursements and Policy	Self-directed
Financial Services - Bank and Merchant Accounts	Self-directed
Financial Services - Cash Handling	Self-directed
Financial Services - Petty Cash Funds	Self-directed
Ontario’s US Procurement Restriction Policy	Self-directed
Building Ontario Businesses Initiatives Act (BOBIA)	Self-directed

Purchasing

If your job includes procuring goods or services, these workshops are required and/or recommended for you:

Workshop	Format	Required
Navigating FIS	Self-directed
Procure to Pay	Self-directed	Yes
Introduction to Purchasing (iProcurement)	Virtual workshop	Yes
Using Your TMU Purchasing Card (P-Card)	Self-directed	Yes
Self-Service Invoices	Virtual workshop	Yes
Ontario’s US Procurement Restriction Policy	Self-directed
Building Ontario Businesses Initiatives Act (BOBIA)	Self-directed
Responsible Procurement: Building Awareness of Forced and Child Labour in Supply Chains	Self-directed

Reimbursement claims

If your job includes processing claims for individual reimbursements (for yourself or others in your department), these workshops are required and/or recommended for you:

Workshop	Format	Required
Introduction to Expense Reimbursements (iExpense Claims)	Virtual workshop	Yes
Using Your TMU Purchasing Card (P-Card)	Self-directed	Yes
Self-Service Invoices	Virtual workshop	Yes

Departmental leadership

If you lead a department where your job includes approving transactions, approving documents and managing department budgets, these workshops are required and/or recommended for you:

Workshop	Duration	Required
Introduction to Expense Reimbursements (iExpense)	Virtual workshop	Yes
Approving Documents	Self-directed	Yes

Senior administration

If you are part of the university’s senior administration, please contact your financial advisor to arrange for a specialized learning opportunity designed to provide a high level overview of roles and responsibilities.

We’re here to support you

If you’re unsure which workshops to take, please don’t hesitate to contact the FIS Help Desk.

Register for a workshop

To sign up for any of our workshops, browse the schedule using the Employee Learning Portal (external link) .