• Training: What's New in ARBI? Sept 20, 2016

  • Grants Instructors: Niketta Jones, Val Rainey, Wanda Francis, Shannon Swoope, Kerrie Hawkins,Jjoy Floyd, Urvi Patel

  • End User Instructors: John Marnne, Rakesh Gambhir, Amy Jones, Stephen Wheeler

  • Training: Accounts Payable - Payable Operations Sept 20 2016

  • Expenses UAT Lab - August 18, 2016

  • Expenses User Acceptance Testing Lab August 9, 2016

  • UAT - Grants July 18, 2016

  • WorkCenters Interactive Lab - June 14, 2016

  • Grants Interactive Lab

  • Communications Council Members: Allison Rollins, Debbie Howell, Susan Henschen and Audrey Turner with Dave Miller

  • Grants Interactive Lab

  • April 26 Interactive Lab: Entering an Expense Report

  • April 12 Interactive Labs - Entering a Payment Request

  • July 30, 2015 - School of Nursing - Compass Outreach Prize Winners

  • Compass Peer Expert Kick-Off Meeting

  • April 12 Interactive Labs - Entering a Payment Request

  • August 4 - Yerkes - Compass Outreach Prize Winners

  • August 13 - Grady Faculty Office Building - Compass Outreach Prize Winners

Get Ready!

Compass Readiness Checklists

In response to requests to reduce the number of emails related to the upgrade, we will consolidate the various communication streams into one weekly email called ‘The Compass Readiness Checklist’.  

This checklist will be sent weekly as we start the countdown to Go-Live.  The various work streams will be in highlighted sections and the content will be limited to important information and action items.  Review the Audience Impacted column to see which areas pertain to you. 

Compass Readiness Checklist - T Minus 14 Weeks -August 10, 2016
Compass Readiness Checklist - T Minus 13 Weeks - August 19, 2016
Compass Readiness Checklist- T Minus 12 Weeks - August 26, 2016
Compass Readiness Checklist - T Minus 11 Weeks - September 2, 2016
Compass Readiness Checklist - T Minus 10 Weeks - September 9, 2016

Compass Readiness Checkist - T Minus 9 Weeks - September 16, 2016

Compass Readiness Checklist - T Minus 8 Weeks - September 23, 2016

Click here to find out about the "Key Changes" in Expenses,  Accounts Payable, General Ledger etc..

Compass Essentials 9.2 Webinar Recording

(Course Number: 260462 -  Recommended but not Required)

 What is covered? Key changes that impact all Compass users including: Navigation changes, SmartKey/SpeedType, Reporting and a demo on how to register for training.

 Register to view the Adobe Connect recording in the Emory ELMS

Compass Essentials 9.2  Frequently Asked Questions

Learning Plans

A Learning Plan has been created for you. Learning Plans(course and type of training) is based on your historical Compass use in each module.  For example if you are a Heavy User* in the T&E module, then your learning program will include classroom training.  If you use the T&E module but are not a Heavy User, your coursework will likely be eLearning.

Visit the Training tab on this website for more information. 

"Heavy User" 

Compass user who creates more than the average number of transactions in a module over a 1-year period (Feb. 2015 – Feb. 2016) are assigned Classroom or Webinar training courses.  Non Heavy users are typically assigned to eLearning course or they can view recorded classroom sessions to fullfill their course requirements.



Institutional Data Management (IDM) eLearning Course

  • Emory University (EU) employees who use any financial system (including Compass, EPEX, Emory Express and EBI) must complete the IDM eLearning course prior to October 31, 2016 to be in compliance with Emory Policy 10.13. The IDM course is required for you to have any access to Compass. For more background information on data management policies please click here.
  • Emory Healthcare (EHC) employees who use any of the Financial Systems (Emory Express, EPEX, Compass and EBI) are exempt from the IDM course due to their annual completion of EHC sponsored compliance training.


Get Registered!

eLearning Update

What’s New in Accounts Payable? eLearning –Available Now!

Asset Disposal Workflow eLearning – Available Now!

 Click here for instructions how to launch the eLearning course from your Learning Plan.

Coming Soon:
P-Card | What’s New in Emory Express? | What’s New in Emory Express for Approvers? | T&E Enhancements | What’s New in General Ledger? | Understanding Workflow & Approving Financial Transactions

Classroom or Webinar Training

  • IF your Learning Plan includes classroom or webinar course training, REGISTER NOW!

  • Select dates and times that work with your schedule

Click here to get step-by-step instructions on how to register

TRAINING SCHEDULE (Classroom and Webinar)

Module Focus
Sept 19-23
Back Office and Grants (OSP, Campus)
Sept 26-30
Accounts Payable, General Ledger, Asset Management, Treasury
Oct 3-7
Travel and Expense
Oct 10-14
Grants (FGC and RAS)
Oct 17-21
General Ledger and Commitment Control
Oct 24-28
ARBI, Workflow, Reporting
Oct 31 – Nov 4
Drop in Labs*
Nov 7-11
Make-up Classes
Nov 14-18
GO LIVE and Drop in Labs
Nov 28 - Dec 2
Drop in Labs
Dec 12-16
Drop in Labs
Nov 2016 – June 2017
Stabilization Period**

*Drop-in Labs – optional labs to allow users who have completed training the opportunity to practice in a lab environment with subject matter experts. Schedule coming soon!

**Stabilization Period – The project does not stop at Go-Live (November 14). During the  stabilization period we will continue to refine the system, roll out additional enhancements and continue to provide support to the user community.

You can meet your course requirements by completing eLearning, attending a classroom or webinar session, or viewing a recorded session.



  • IF your Learning Plan includes eLearning, hang tight.  eLearning courses are not quite ready for viewing yet. We have marked them as “COMING SOON-DO NOT ENROLL” in the ELMS because Compass users cannot register for them until they are loaded into the ELMS. When they are available, you will receive notice in the Compass Weekly Readiness Checklist. We expect them to be available the week of September 19th.

NOTE 1: We recommend taking the eLearning courses in mid to late October so that the information is still fresh in your mind at Go-Live.

NOTE 2: You do not have to complete eLearning courses prior to Go-Live if you do not anticipate needing access to the module.  Example:   If you rarely travel, you can wait until right before or right after your next trip to take the Travel & Expense Enhancements eLearning course.  After completion, you will have T&E module access within 48 hours. 

 *Healthcare will be conducting their own internal Compass training sessions.  Healthcare Compass users are not required to go to any training offered by the University; however, they may attend University sessions with manager approval. For more information on Healthcare training, please contact Lori Ronalder.

How to Drop and Re-Enroll in Compass Courses

Scenario:   You already enrolled in a classroom or webinar session that you can no longer attend.  You drop the course expecting to re-enroll in a different session scheduled for another date/time but there is no Enroll button.   

What should you do? 

  1. Drop the course/section that you can no longer attend.  The enroll button is now removed and the course must be added back to your learning plan by the Transition Support team.
  2. Email Transition Support at compassupgrade@emory.edu and request that they add the course back to your Learning Plan.
  3. Transition Support will reply to your email to inform you that the course is back in your Learning Plan and you can go into the ELMS and enroll in a different class date/time (Allow up to 24 hours).

Click here for a complete list of Classroom, Webinar, eLearning and Module Lead courses.

Then….Get Out and Play!

After you complete your training, you will able to continue 'playing' in a Compss 9.2 practice environment up until Go-Live so that you can get comfortable with the new upgraded Compass.  The practice environment will have the same look and feel of Compass at Go-Live. You will receive information about the practice environment at training and in upcoming Compass Weekly Readiness Checklists.

Support Resources

Peer Expert Council

A Peer Expert Council was formed in March with a kick-off meeting scheduled for April 5, 2016. Peer Experts are typically the ‘power users’ within their business units and departments. They possess better than average knowledge of the Compass tool. The Peer Expert’s guidance and support will help their peers experience a smoother transition from current state to future state.  

  • Peer Experts provide “hands-on” feedback related to training and testing. They help answer user questions during and after training.

  • Peer Experts will share their technical knowledge of Compass Upgrade within their business units and departments and increase overall end-user comfort level with the upgraded Compass tool. 

Go to the Contacts tab on this website to find out your department's Peer Experts.

Finance Support Center 

Emory University Finance is introducing a new Finance Support Center hosted in Salesforce Service Cloud.  

We heard you when you told us that you wanted

  • a single point of contact,

  • more consistent answers,

  • improved response time, and a

  • better self-service resource base for your Finance questions.

Come hear about the newly incorporated changes and how we are better aligned to help you with your Finance-related needs.

 The introduction of Finance Support Center will precede the onset of formal Compass Upgrade training.  Compass users can expect an enhanced support experience as we move toward a Compass Upgrade go-live date of November 14, 2016.

Look for an email with registration information and attend a Compass Outreach Session - Introducing the Finance Support Center

Stay tuned for more information.

Listening Tour Update

During the spring of 2014, many of you attended Listening Tour sessions with Belva White and provided valuable insight into what Compass features and functionality worked well, and which ones needed to be improved.  The feedback collected provided the basis for many of the Compass upgrades. 

(Click on the image below for more detailed information.)

listening tour 

Answers To Your Questions

The module leads have provided answers and updates to the questions that you asked during the Listening Tour and Compass Outreach Sessions for the following modules:  Accounts Payable, Travel & Expenses, Reporting, General Ledger, SmartKey and Grants Management.  The consolidated spreadsheets of Q&A are on the NEWS & EVENTS / Meeting Presentations, Recordings & Parking Lots tab of this website.