Waterman building pillars and snow covered trees.
Are you looking to increase your knowledge and skills related to your job?  The Policy, Procedure, Reporting and Legal Issues Classes mentioned below will assist you in these areas.
 

Class Calendar

 

Advanced Travel

Facilitators: Erin Fitzgerald and Tiffany Barker Cook
Audience: Office Assistants and Business Managers
Time: 1.5 Hours
PeopleSoft Code: PSF017

Level of Instruction: Intermediate
Prerequisites: Must meet all criteria:

  • At least 3 months PeopleSoft experience.
  • Must have completed Peoplesoft Basics (PSU010).
  • Must have responsibility for financial functions in PeopleSoft. 

Overall Objectives: Participants are introduced to advanced functionality of the Travel and Expense module of PeopleSoft.

Learning Outcomes:

  • Demonstrate an advanced understanding of Travel and Expense reimbursement policies and procedures at UVM
  • Explain advanced functionality of the Travel and Expense module of PeopleSoft
  • Utilize various tools to create expense reports
  • Modify existing expense reports to document attendees and hotel expenses

Chart of Account

Facilitator: Lindsey Donovan
Audience: Employees with responsibility for financial transactions at UVM
Time: 2 Hours
PeopleSoft Code: PSU004

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: This course serves as a solid introduction to the Chart of Accounts that will be beneficial when conducting financial transactions at the University. This session is designed to help you understand the university's chart of accounts within the PeopleSoft system. After completing this course you should have a basic knowledge of how financial information is stored within accounts.

Learning Outcomes:

  • Describe the components of the Chart of Accounts
  • Describe the distinction between actuals accounts and budgetary accounts
  • List three journal entry tips and tricks
  • Demonstrate an ability to create, activate and update the Chart of Accounts

Domestic I-9 Training

Facilitator: TBD
Audience: Individuals who are responsible for verifying the Employment Eligibility Verification Form I-9
Time: 1.5 Hours
PeopleSoft Code: POL001

Level of Instruction: Introductory
Prerequisites: Demonstrated responsibility for completion of the federal I-9 Form

Overall Objectives: Engage employees who have the responsibility of verifying the Form I-9 as authorized representatives of the University of Vermont. Employers must complete the Form I-9 to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the United States.

Learning Outcomes:

  • Recognize the essential components of Form I-9
  • Learn the applicable procedures as they apply to the University
  • Apply principles to ensure correct form preparation through practice

ERS Certification Software Training

Facilitators: Mike Meunier and Dawn Caffrey
Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel certifying effort on sponsored agreements. Administrators who are new in their supporting role or need a refresher on the ERS Certification process/module are encouraged to enroll.
Time: 1.5 Hours
PeopleSoft Code: CPT041

Level of Instruction: Introductory
Prerequisites: Fundamental understanding and working knowledge of the University’s Effort Management and Reporting policy. 

Overall Objectives: Provide participants with an understanding of the ERS certification module functionality and learn effective business practices in supporting certifiers during their review/certification process. A step-by-step review of the ERS system using examples will be demonstrated. Hands-on computer access for attendees will occur to reinforce understanding.

Learning Outcomes:

  • Understand the ERS Certification process (Planning, Pre-Review, Certification, Post-Review)
  • Become proficient in using the ERS-CERT functionality through lab exercises
  • Understand important planning considerations before certifiers are engaged to begin
  • Ability to develop an important communication strategy to support the effort certifications within your unit

How do I make this purchase?

Facilitators: Purchasing Services (Natalie Guillette, Deb Harvey, Julie MacDonald, Wendy Spargo, or Marie Bouffard)
Audience: Individuals responsible for purchasing goods or services at UVM, Business Managers, Business Support Generalists or Assistants.
Time: 1.5 Hours
PeopleSoft Code: PSF019

Level of Instruction: Introductory
Prerequisites : None 

Overall Objectives: This session is designed to provide a greater understanding of Purchasing policies, procedures, and resource tools to assist your department to purchase goods and/or services successfully, accurately, and efficiently.

Learning Outcomes:

  • Determine when to use a Requisition or Pcard to make a purchase
  • Understand how to process requisitions most effectively
  • Learn what information to enter and which documents to attach to your requisition
  • Understand the contract review process and identify the appropriate UVM signatory authority
  • Demonstrate tips and tricks to using Blanket Purchase Orders
  • Learn the do’s, don’ts and best practices in UVM’s Purchasing realm

JobX and What's Next - Student Employment Trifecta!

Facilitators: Emily Tupper, Kait Bedell,Penny Cayia
Audience: Supervisors and Managers of Student Employees
Time: 2.75 Hours
PeopleSoft Code: STU017

Level of Instruction: Introductory
Prerequisites: IMPORTANT: A jobs board account in JobX MUST be created prior to attending this class. Knowing your PeopleSoft Employee ID AND Overage Department Combo Code (nine digits and related to account 55210 for Academic Year Student Employment) is also needed to complete this process.

Overall Objectives: To introduce new supervisors and/or to provide clarity on the student employment trifecta process within the Student Employment Office, Human Resource Services and Payroll Department. Come learn the objectives listed below and strengthen your on-boarding process of our UVM student community.

JobX:

  • Create a new job
  • Evaluate and update your current jobs
  • Customize the default job application
  • Review job applications
  • Request a student hire
  • Produce helpful reports
  • Locate and utilize helpful forms & documents

Human Resource Services

  • Complete the I-9 verification process in PeopleSoft
  • Know how and when to hire a UVM Temp Employee

Payroll Services:

  • Manager Self Service; the who, what, where and when
  • Report/view student employee time and work study balances
  • Approving time
  • Important dates

Ready, Set, Retire: Post-Retirement Medical Benefits Eligibility

Facilitator: UVM Benefits Staff
Audience: People interested in post-retirement planning.
Time: 1.5 Hours
PeopleSoft Code: BEN027

Level of Instruction: Introductory
Prerequisites: Staff and faculty 

Overall Objectives: Join us for step-by-step guidance on UVM retirement eligibility, post-retirement benefits, planning for health insurance costs in retirement, and how to coordinate Medicare with your UVM insurance.

Researching Payables and Invoices

Facilitators: Erin Fitzgerald and Lisa Keefe
Audience: Office Assistants and Business Managers
Time: 1.5 Hours
PeopleSoft Code: PSF018

Level of Instruction: Intermediate
Prerequisites: Must meet all criteria:

  • At least 3 months of PeopleSoft experience.
  • Must have completed PeopleSoft Basics (PSU010).
  • Must have responsibility for financial functions in PeopleSoft. 

Overall Objectives: This session will provide general information related to researching payables and invoices in PeopleSoft. The session will follow the life cycle of the invoice as it flows through the system.

Learning Outcomes:

  • Describe basic strategies for researching payables and invoices
  • Ask questions related to processing payable and invoices in PeopleSoft system
  • Explain the basic procedures and policies related to payables and invoices at UVM

Retirement Savings Plan: Info Session

Facilitators: UVM Benefits Staff 
Audience: Benefits-eligible Faculty and Staff
Time: 1.5 Hours
PeopleSoft Code: BEN016

Level of Instruction: Introductory
Prerequisites: This class is most appropriate for those not yet participating in a UVM Retirement Savings Plan.

Overall Objectives: This interactive workshop is geared to encourage new employees and those newly-eligible to participate in the UVM 403(b) Retirement Savings Plan: the fundamentals of this valuable benefit as part of your total compensation at UVM. Not so new to UVM but not yet participating? Please join us! We'll discuss the basics of the plan's design, how to create and set up your account, and why your participation is so important to your long-term goals.

Learning Outcomes:

  • Define the retirement benefit and identify the plans available
  • List three reasons opening a retirement account could be beneficial
  • Analyze the available retirement plans and choose the one that is right for you
  • Complete the required paperwork to enroll in a plan (optional)

SPA: Award Acceptance & Establishment of Advance Accounts

Facilitator: Emily Trantum 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL020

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: To avoid the risk of incurring costs that are not reimbursable, work may not begin on a sponsored project until the award acceptance process is complete or an Advance Account has been established before all parties have signed the sponsored agreement. This session provides an overview of processes involved in reviewing, negotiating and setting up sponsored project awards as well as for establishing advance accounts, if needed.

  • Understand the process for award acceptance at UVM
  • Know how and when to request an Advance Account
  • Learn roles and responsibilities for these processes

SPA: Award Transfers From and To Other Institutions

Facilitator: Julie Macy and Sue Lalumiere
Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL032

Level of Instruction: Intermediate
Prerequisites: Knowledge of SPA proposal and award administration procedures

Overall Objectives: The transfer of an award from one institution to another is a complex and time-consuming action. Investigators who resign from UVM have several options to consider if they have sponsored funding.  New faculty coming to UVM who intent to continue their active sponsored projects will have similar considerations.  The process of transferring awards from one institution to another requires negotiation between the sponsor, the old institution and the new institution.  This session provides an interactive discussion using examples of award transfers to UVM and award relinquishments.

  • Review Federal and Non-Federal terms and conditions
  • Walk through examples of transfers in and out and the various systems used by sponsors for requesting a transfer
  • Learn best practices and how to keep the transfer moving forward to avoid delays and complications

SPA: Cost Sharing on Sponsored Projects

Facilitator: Joash Tyack and Kim Dutton
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL022

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: Cost sharing represents commitment of UVM or third-party resources to support part of the cost of the sponsored project. This session provides an overview of the process around proposing, monitoring and reporting cost sharing commitments on a sponsored project.

  • Understand the different types of cost share and what should be included in the proposal
  • Learn about the roles and responsibilities for all involved in managing cost share on sponsored projects
  • Understand what is required when setting up cost share on a sponsored project
  • Know the requirements around meeting cost share and what risks are associated if it is not met as proposed

SPA: Cost Transfers

Facilitator: Tiffany Stewart and Dawn Caffrey
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL021

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: A cost transfer is the assignment of an expense or expenditure (charge) to a sponsored agreement that was initially recorded elsewhere in the University’s general ledger. This session provides an overview of the process flow around processing a cost transfer on a sponsored project.

  • Understand when a cost transfer is appropriate on a sponsored project and the importance of timely transfers
  • Learn about the roles and responsibilities involved in processing a cost transfer
  • Identify required backup for each type of cost transfer
  • Learn some helpful tips for filling out the cost transfer forms

SPA: Essential Regulatory Compliance in Sponsored Project Administration

Facilitator: Marcy Whittle and Victoria Jones 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL018

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives:Provide participants with an overview of compliance requirements related to sponsored projects.

  • Learn about multiple areas of sponsored project compliance
  • Walk through typical and not so typical scenarios and apply the related compliance
  • Roles and responsibilities related to compliance

SPA: Finding Funding: Tools and Tips

Facilitator: Jeralyn Haraldsen and Hilda Alajajian
Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL030

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This session provides information about available tools for seeking funding opportunities and tips for determining which ones might be a good fit for your research project.

  • Learn where to access search tools and alert services for identifying funding, including Federal, Nonfederal, UVM Internal and External Limited submission competitions
  • Follow along a demo of the Pivot Tool for Funding Opportunities to conduct and save your own funding search
  • Learn how to identify emerging areas of funding
  • Learn how to determine whether or not a funding opportunity is a good fit for your research project

SPA: The History of IRB, IACUC and IBC Intuitional Review Boards

Facilitator: Melanie Locher, B.S., CIP, Assistant Director of Monitoring and Education
Audience: Research coordinators, nurses and PI’s submitting to the RPO office
Time: 1 Hour
PeopleSoft Code: POL025

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: To better understand the history around compliance review boards for research.

Learning Outcomes:

  • Understand why the US Government has adopted laws governing research for human subjects, animals and lab workers.
  • Know who to contact in the RPO office when you have questions concerning your protocol

SPA: Introduction to Sponsored Project Administration

Facilitator: Sonya Stern, Julie Macy, Emily Trantum, Linda Serrantonio, and Lana Metayer 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL012

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: This session provides an overview of the sponsored project life cycle from searching for funding to grant closeout. Participants learn about the roles and responsibilities for all individuals involved and get introduced to Sponsored Project Administration office.

  • Learn about different elements of the sponsored project life cycle
  • Meet Sponsored Project Administration (SPA) leadership team and understand SPA office structure
  • Learn about the roles and responsibilities for all individuals involved with sponsored projects

SPA: PeopleSoft Tools and Best Practices for Financial Management of Sponsored Projects

Facilitator: Lana Metayer
Audience: New Hires, Department Administrators, Grant Managers
Time: 1.5 Hours
PeopleSoft Code: CPT075


Level of Instruction: Intermediate
Prerequisites: Participants must have a basic understanding of sponsored projects, a familiarity with basic to mid-level PeopleSoft (monthly budget reports, journal entries, expense reports, PurCards, and Time & Labor) and possess a basic level of comfort and skill with Excel.

Overall Objectives: This session provides an overview of existing PeopleSoft pages, queries and reports that are available for financial management of sponsored projects. SPA post-award-team leads also offer recommended best practices for department-level financial management of sponsored projects.
Learning Outcomes:

• Learn about key topics in financial management of sponsored project
• Know the UVM processes around those key topics
• Identify and learn some tools that are available to Department Administrators and Grant Managers for financial management of sponsored projects

SPA: Outgoing Sub-Awards

Facilitator: Sally Roberts and Kathy McConnell 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL010

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: This session provides a quick overview of regulations that govern the sub recipient process, followed by a more in-depth overview of process flows around outgoing sub-award agreements on sponsored projects, specifically focusing on issuing and amending sub-awards, and processing of sub-awardee invoices.

  • Learn about outgoing sub agreement issuance, and review and processing of sub-awardee invoices
  • Know the documentation involved around these activities
  • Understand roles and responsibilities related to these activities

SPA: Practical Ways to Support Faculty Proposal Development

Facilitator: Jeralyn Haraldsen and Bridget Carney

Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL031

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This session provides tools and tips on how to support faculty proposal development when you are not a subject matter expert. Participants will learn about best practices and practical ways in which they can help faculty to prepare the written components of a grant proposal and ways to help avoid the last-minute crunch close to proposal deadlines.

  • Learn how to deconstruct a funding opportunity announcement
  • Learn practical project management tools specific to proposal development
  • Become more aware of proposal/research development resources on campus

SPA: Sponsored Project Financial Reporting and Closeout

Facilitator: Linda Serrantonio 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL024

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives:Most agencies require the University to submit a final invoice or financial report when a sponsored project ends. This session provides an overview of processes involved in preparing financial reports and recommends best timelines and practices.

  • Understand the process for preparing financial reports for sponsored projects at UVM
  • Learn roles and responsibilities for financial reporting and closeout processes
  • Understand best-practice timelines and steps for successful closeouts

Space & Movable Equipment Inventory - FAMIS 2020

Facilitators: Michael Richards, Campus Planning Services and Dawn Caffrey, Cost Accounting Services
Audience: Personnel who are conducting the space and equipment inventory for the first time or didn't attend the training in the last 3 years are strongly encouraged to attend one of these sessions.
Time: 2 Hours
PeopleSoft Code: CPT025

Level of Instruction: Introductory
Prerequisites : Become familiar with the information on the space and equipment inventory website. 

Overall Objectives: This session will provide an overview of the FAMIS Space & Equipment Inventory process with an emphasis on how to classify functional space. A step by step review of the FAMIS Self-Service screens will be reinforced with supporting examples to ensure FAMIS users have the necessary information to complete their inventory.

Travel Basics

Facilitators: Erin Fitzgerald and Tiffany Barker Cook
Audience: Office Assistants and Business Managers
Time: 1.5 Hours
PeopleSoft Code: PSF016

Level of Instruction: Introductory
Prerequisites: Participants should have responsibility for financial functions in PeopleSoft and a minimum of 3 months PeopleSoft usage 

Overall Objectives: This workshop will discuss reimbursement for expenses accrued on University business. Participants will gain an understanding of University travel and business meal policies as well as how best to obtain a reimbursement using tools available. Additional topics include: basics for domestic and international travel, receipt requirements, approver responsibilities and frequently asked questions.

Learning Outcomes:

  • Discuss reimbursement processes for expenses accrued while on University business
  • Review University travel and business meal policies
  • Explain the responsibilities of expense approvers on campus

UVM Federal Work Study Facts & Award Management

Facilitator: Emily Tupper
Audience: Student Employee Supervisors
Time: 1.5 Hours
PeopleSoft Code: STU014

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: Build an understanding of the UVM Federal Work Study program and create a system that will enable you to manage your student employee’s award balance.

Learning Outcomes:

  • Describe Federal Work Study
  • Know the deadlines to secure a student hire into a work study job
  • Schedule student hours according to their award eligibility
  • Locate the remaining balance of a student's award
  • Employing student post work study eligibility

UVM Reporter Training

Facilitator: Kelly Riel
Audience: Individuals with reporting obligations under the Clery Act and Title IX, collectively referred to as “UVM Reporters.”
Time: 1.5 Hours
PeopleSoft Code: POL015

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: For participants to understand how and why they have been identified as UVM Reporters, what sorts of incidents they must report, and the reporting process and protocols to follow should they learn about an incident.

Voluntary Short-Term Disability for Non-Represented Staff

Facilitator: Collette Toussaint
Audience: Non-Represented Staff that are interested in learning about Voluntary Short-Term Disability
Time: 1 Hour
PeopleSoft Code:BEN028

Level of Instruction: Introductory
Prerequisites: Non-Represented Staff Position

Description: Informative session outlining the benefits of enrolling in a short-term disability insurance program.

Learning Outcomes:

  • Make an informed decision on whether to sign up during Open Enrollment for 2020.
  • Presentation time includes question and answer period.

What is Accounts Receivable?

Facilitators: Sharon Bergeron, Lindsey Donovan, and Renee Hunt
Audience: All Interested Business Managers or Administrators
Time: 1.5 Hours
PeopleSoft Code: POL009

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives: To understand the concept of external Billing and Accounts Receivable at the University for non-sponsored, non-student arrangements and required methods for recognizing such transactions in the accounting system.

Learning Outcomes:

  • Identify when your department enters into a Billing arrangement
  • Describe the roles and responsibilities of your department, central administration and others in the Billing and Accounts receivable process
  • List the resources available to support your department’s Billing and Accounts Receivable activity

Register for Classes

  1. Carefully read the class descriptions and prerequisites  to find what best aligns with your needs.
  2. Have the course code listed when you register.
  3. Log into PeopleSoft Human Resources and navigate the menu in the following order:
    1. Main Menu
    2. Self Service
    3. Learning and Development
    4. Request Training Enrollment

REGISTER TODAY