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Cardholder/Reconciler Training

• Live (online) training is required

All cardholders and reconcilers must attend live (Teams-based) training. Training is offered twice each month. To be added to the next available training session, please email pcard@kent.edu. 

Cardholder/Reconciler training promotes:

1. Knowledge of where to find pcard resources
2. Awareness of pcard policy and procedures
3. Understanding of cardholder/reconciler responsibilities
4. Familiarity with Works and how to reconcile pcard transactions

After completing training:

1. Complete the Pcard Application (if you are going to be a cardholder)
2. Complete a Pcard Cardholder Agreement (if you are going to be a cardholder)
3. Complete a Pcard Reconciler Agreement (if you are going to reconcile your own card or are serving as a proxy reconciler for somebody else's card)
4. Email all completed and signed forms to pcard@kent.edu

Once your forms are submitted, your card will be ordered and/or you will receive a Works Welcome Email that contains your login credentials. You then must register with Works using the link provided in your Works Welcome Email. Once complete, you will be ready to complete your part of the transaction reconciliation process.

Approver Training

• Pcard Approver Self-Study Training Instructions

1. Read the University Pcard Manual. - This manual includes the university's pcard policy as well as the program's procedures. If you have questions about the program, email pcard@kent.edu. We are happy to answer questions!
2. Read and sign the Pcard Approver Agreement.- By signing this, you are certifying that you have completed and understood pcard training and agree to fulfill your responsibilities as an approver. List the names of all of the cardholders whose transactions you approve on the Cardholder Name line. You may leave the Acct last 4 digits line blank.
3. Return the Pcard Approver Agreement form to pcard@kent.edu.
4. Register with Works using the link provided in your Works Welcome Email. Once complete, you will be ready to complete your part of the transaction reconciliation process.
5. Review pages 1 and 15 through 17 of the   to understand how to approve transactions.