Format: Demonstration, Hands on Practice, Large-group Discussion, Q&A, Prerequisite
Instructor: Henrietta Menzies
Target Audience: UVM administrative staff, business managers, financial managers and individuals with a working knowledge of PeopleSoft Financials.
Time Allotted: 2 hours
Rationale: Queries and inquiries allow administrators to research issues and discrepancies encountered within reports. The focus of this training is to build on basic knowledge of Financial Reports and to utilize more advanced methods for retrieving to provide a full picture of transactions in the system.
Overall Objectives: Gain a solid understanding of using advanced financial reporting tools for troubleshooting in PeopleSoft.
Specific Objectives/Skills: Understand how to run inquiries and queries in the following areas:
Prerequisites: This mid-level class is for employees who have a solid understanding of the basics of financial reporting in PeopleSoft.
Format: Q&A, Case-study
Instructor: Leslie Parr
Target Audience: Staff and Faculty interested in ADA
Time Allotted: 1 hour
Rationale: The Americans with Disabilities Act (ADA) protects qualified individuals with disabilities as they seek employment and while they are working. How does UVM fulfill its responsibilities as an employer and what is your role as a member of the University community? Bring your questions and concerns to this workshop led by UVM’s Faculty and Staff ADA Liaison.
Overall Objectives: We will take a look at the ADA, focusing especially on the responsibilities supervisors have in interviewing, hiring, interactive discussion and reasonable accommodation as they relate to UVM’s faculty and staff.
Specific Objectives/Skills:
Prerequisites: None
Format: Q&A, Hands on Practice, Case-study
Instructor: Leslie Parr
Target Audience: Supervisors of UVM Staff
Time Allotted: 2 hours
Rationale: Learn about the staff appraisal process at UVM. In one single meeting, a wealth of information can be shared, leading toward a better understanding of the work, the challenge it offers, and the professional growth of the individual performing it.
Overall Objectives: You'll be well-prepared to initiate the appraisal process, provide performance feedback, and set goals as a result of this learning experience.
Specific Objectives/Skills:
Prerequisites: None
Format: Demonstration, Hands on Practice, Q&A, Prerequisite
Instructor: Henrietta Menzies
Target Audience: UVM administrative staff, business managers, financial managers and individuals with a working knowledge of PeopleSoft journals.
Time Allotted: 2 hours
Rationale: Having knowledge of these tips and timesavers equips users to work more efficiently with journals. Using shortcuts and tools such as speedtypes decreases keyboarding errors and increases productivity.
Overall Objectives: Gain tools and tricks to have a deeper understanding of the journaling process and work more efficiently with journals in PeopleSoft.
Specific Objectives/Skills:Prerequisites: This mid-level class is for employees who have a solid grasp of the journaling process in PeopleSoft. It is highly suggested that participants become familiar with the Journal Entries and PurCard Reallocation Process mini-manuals prior to attending this class.
Format: Demonstration, Hands on Practice, Q&A
Instructor: Benny Cole
Target Audience: Users that are interested in building on basic excel knowledge.
Time Allotted: 2 hours
Rationale: Becoming more familiar using the more complex tools Excel has to offer boosts confidence and helps users be more efficient in presenting data effectively through charts and graphs.
Overall Objectives: Gain experience using advanced formatting skills in Excel.
Specific Objectives/Skills:
Prerequisites: This mid-level class is for employees who have a basic understanding of Excel 2007 or Excel 2010. Macintosh users should consult with the instructor prior to signing up for this class.
Format: Demonstration, Hands-on Practice, Large-Group Discussion
Instructor: Tara Messier
Target Audience: Experienced Excel users who wish to learn Pivot Tables.
Time Allotted: 3 hours
Rationale: Understanding how to effectively use advanced features available in Excel allows you to quickly and efficiently manipulate large amounts of data. By utilizing Pivot Tables and other advanced Excel features, you will be able to create impressive reports with very little time and effort. This course will give you the tools to make data manipulation quick and easy, thereby enabling you to spend time on other tasks.
Overall Objectives: At the end of this class you will be able to create simple Pivot Tables and utilize other advanced features of MS Excel.
Specific Objectives/Skills:
Prerequisites: This is an advanced level class. Participants should be able to comfortably and independently navigate Excel 2007 or Excel 2010. Excel 2007 or Excel 2010 must be installed on your computer to participate in the class. Macintosh users should consult with the instructor prior to signing up for this class.
Format: Demonstration, Hands-on Practice, Large-Group Discussion.
Instructor: Tara Messier
Target Audience: Experienced Excel users who wish to learn how to create simple Macros.
Time Allotted: 3 hours
Rationale: Understanding how to build Macros in Excel allows you to automate routine tasks in Excel. For example, if you perform the same formatting and analyzing procedures to a report every month, you can use a Macro to automate the process and to combine all of the steps in a task into a single command. Macros will greatly reduce the time it takes to perform routine tasks in Excel. This course will provide you with basic skills related to building and troubleshooting Macros in Excel.
Overall Objectives: At the end of this class you will be able to build basic Macros in Excel.
Specific Objectives/Skills:
Prerequisites: This is an advanced level class. Participants should be able to comfortably and independently navigate Excel 2007 or Excel 2010. Excel 2007 or Excel 2010 must be installed on your computer to participate in the class. Macintosh users should consult with the instructor prior to signing up for this class.
Format: Discussion, Demonstration, Q&A
Instructor: Tara Messier
Target Audience: Experienced Excel users with questions about how to efficiently manage data in Excel.
Time Allotted: 2 hours
Rationale: Participants will bring an issue with a spreadsheet or a data challenge to class, and the instructor will attempt to provide a solution.
Overall Objectives: At the end of this class you will have a greater understanding of the possibilities in Excel related to PeopleSoft data management.
Specific Objectives/Skills:
Prerequisites: This is an advanced level class. Participants must be able to comfortably and independently navigate Excel 2007 or Excel 2010. Participants must come to class with a spreadsheet and a data challenge for the instructor to attempt to solve.
Format: Demonstration, Hands on Practice, Q&A
Instructor: Benny Cole
Target Audience: This class is designed for Excel 2007 and Excel 2010 users with a solid understanding of the basics of spreadsheets who wish to perform more complex operations.
Time Allotted: 3 hours
Rationale: Understanding how to effectively use the advanced formatting features available in Excel allows you to quickly and efficiently format large amounts of data. This class will also teach skills related to understanding and using basic formulas and functions.
Overall Objectives: Skillful use of formulas and functions will enable you to analyze data easily and to produce high quality reports.
Specific Objectives/Skills:
Specific Skills Taught: Understand and solve math equations, determine which formula/function to use, enter formulas and functions into Excel, understand and use the subtotal, text to columns and concatenation features.
Prerequisites: Excel 2007 or Excel 2010 must be installed on your computer to participate in the class. Macintosh users should consult with the instructor prior to signing up for this class.
Format: Demonstration, Hands-On Practice, Q&A, Pre-Work
Instructor: Benny Cole
Target Audience: This class is designed with the beginning or basic user in mind.
Time Allotted: 2 hours
Rationale: Effectively organizing and managing data is an increasingly valuable skill that can be applied immediately in most jobs at UVM. Learning to use MS Excel is a great first step in building or improving your capability in analyzing and understanding information. This class covers the most basic aspects of becoming familiar with and starting to use the software package.
Overall Objectives: To instruct basic users on how to enter, format and manage data in MS Excel.
Specific Objectives/Skills:
Prerequisites: Excel 2007 or Excel 2010 must be installed on your computer to participate in the class. Macintosh users should consult with the instructor prior to signing up for this class.