Bear Trax Training Materials

Benefits (for eligible employees)
Benefits Concept Deck (PDF)
Benefits Uploading a Document Job Aid (PDF)
Benefits Add or Update a Beneficiary During Open Enrollment Job Aid (PDF)
Benefits Add or Update People to Cover Job Aid (PDF)
Benefits Make Benefit Elections Job Aid (PDF)
Benefits Report Life Event Job Aid (PDF)
Benefits View Current Enrollment Job Aid (PDF)
Chart of Accounts
Chart of Accounts New Account Structure Concept Deck (PDF)
Expenses
Expenses Concept Deck (PDF)
Expenses Create an Expense Report Job Aid
Expenses Delete an Expense Report Job Aid (PDF)
Expenses Duplicate an Expense Report Job Aid
Expenses Print or Save an Expense Report Job Aid (PDF)
Expenses Review and Approve an Expense Report Job Aid (PDF)
Expenses View an Expense Report Job Aid (PDF)
Expenses Withdraw an Expense Report Job Aid (PDF)
Expenses PCard & Travel Card Reconciliation
Human Resources
Human Resources Transactions for Direct Reports Concept Deck (PDF)
Human Resources Transactions for Direct Reports Job Aid (PDF)
Human Resources Reassign Approvals for Out of Office Job Aid (PDF)
Pay Information
Pay Information Change Tax Withholding Job Aid (PDF)
Pay Information View Payroll Information Job Aid (PDF)
Personal Information
Personal Information My Details Job Aid
Personal Information Edit Biographical Info Job Aid
Personal Information Edit Contacts Job Aid (PDF)
Personal Information Edit Disability Info Job Aid (PDF)
Procurement & Receipts
Procurement: Concept Deck (PDF)
Procurement: Cancel a Requisition Job Aid (PDF)
Procurement: Create a Catalog Requisition Job Aid
Procurement: Create a Non-Catalog Requisition Job Aid
Procurement: Create an Amazon Requisition Job Aid
Procurement: Create a Receipt Job Aid
Procurement: Delete a Requisition Job Aid (PDF)
Procurement: Duplicate a Requisition Job Aid (PDF)
Procurement Reassign a Purchase Requisition Job Aid (PDF)
Procurement: Return Receipts Job Aid (PDF)
Procurement: Review and Approve a Requisition (PDF)
Procurement: View a Requisition Job Aid (PDF)
Procurement: Withdraw a Requisition Job Aid (PDF)
Procurement: Requisition with Installments Job Aid (PDF)
Procurement: Changing Requester on Requisitions Job Aid (PDF)
Procurement: Correct a Receipt Job Aid (PDF)
Procurement: Delegating Expenses Job Aid (PDF)
Time Card Entry
Create New Time Card
Edit Existing Time Card
Reassign Time/Absence Approvals (PDF)
Submit Existing Time Card
Travel
Travel Concept Deck (PDF)
Travel Create an Overnight Travel Authorization

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Bear Trax Training Materials