Information for New Users

In order to be set up with an Oracle Financials account, you will need an Oxford username (also known as Single Sign On) and a CoreHR Employee number. If you are new to the university or have changed roles, you may need to discuss these with your department.

When you have this information, you will need to arrange the completion of a New User form. If you have returned to the university, or changed departments, and you have previously had an Oracle Financials account, you may need to select the ‘Reactivate User’ option on this form. If you have an active Oracle account and you are moving departments, you will need to arrange the completion of a Change User form.

All requests and changes must be authorised by the authorised signatory for your department. If you are unsure who this might be, or which form you will need, please don’t hesitate to contact the Customer Services team at financials@admin.ox.ac.uk or on (2)84800.

When your form has been authorised and submitted, the Support Centre will set up your Oracle access. You will receive your Oracle Financials log in information shortly afterwards.

Depending on the access requested, you may have to complete online or classroom training. If you require more than one responsibility, access is granted to each role separately as soon as you have completed the training. There is further detail about this on the Managing Access to Oracle pages.

Training for University staff on Oracle Financials is delivered by the Training team in the Financial Systems Support Centre, as well as training on broader topics of financial management at the University.

Training is usually classroom-based, with some courses available online through CoSy.

New Oracle Financials users or those who are changing finance roles must complete the relevant training before access to the system will be given, in line with the 'Training Before Access' policy.

The training you need will depend on your user role in Oracle Financials. Your user role determines the tasks that you can perform in the system and this information should be included in your new user form. Alternatively, you can check with your Divisional Financial Controller.

More guidance about the training required for your role can be found on the Guidance on Courses page.

If you have any questions, you can contact the Training team at finance.training@admin.ox.ac.uk or 01865 (6) 16176.

A range of resources is available online to help you with using Oracle Financials:

• 'How To' guidance  ., available through an online portal, that takes trained system users step-by-step through key tasks
• Frequently Asked Questions  , organised by module
• Key documents setting out useful information for using the system.