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Are you looking to increase your knowledge and skills related to your job?  The Policy, Procedures and Financial Management Classes mentioned below will assist you in these areas.

Class Calendar


403(b) Retirement Savings Plan: Info Session

Facilitators: UVM Benefits Staff 
Audience: Benefits-eligible Faculty and Staff
Time: 1 Hour
PeopleSoft Code: BEN016

Level of Instruction: Introductory
Prerequisites: This class is most appropriate for those eligible but not yet participating the UVM 403(b) retirement savings plan.

Overall Objectives

This interactive session is geared to encourage new employees and those newly-eligible how to begin participating in the UVM 403(b) retirement savings plan. Not so new to UVM, but not yet participating – please join us!  We will discuss the basics of the plan’s design, how to create and set up your account and why participation is so important to your long-term retirement savings goals.

Learning Outcomes

  • Define the retirement savings benefit and identify the plans and vendor choices available.
  •  Learn about the reasons why opening a retirement savings account could be beneficial to you.
  • Complete the required paperwork to enroll in the 403(b) retirement savings plan.

Chart of Accounts

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: 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: 2 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

Graduate ePARs – Core Practices and Standards

Facilitators: Mackenzie Munro – LER Professional
Additional support given by HRS Colleagues, Payroll & Tax Services Staff and the Graduate College Team
Audience/Prerequisites: ePAR users who could potentially submit any type of Graduate ePAR or be in the workflow of any Graduate ePAR. This would include HR Reps and department business managers/admin.
Time: 1.5 Hours
PeopleSoft Code: POL037

Level of Instruction: Introductory

Overall Objectives

Learn and review what encompasses and ensures the seamless processing of Graduate ePAR. This training details the key aspects of graduate ePAR creation and role variances that departments would want to consider when making system changes/additions. HRS Staff will explain what paid graduate assignments are, provide resources and highlight common Grad ePAR examples.

Learning Outcomes

  • Department Contacts
  • Online Resources
  • ePAR Language and Terms
  • ePAR Process and Workflow
  • Overview of Offer letters and Notification documents (required attachments)
  • Practice Examples

Hiring Temporary Employees

Facilitator: Human Resources and Payroll departments
Audience: HR Reps and other employees that hire temporary employees
Time: 2 Hours
PeopleSoft Code: POL044

Level of Instruction: Introductory
Prerequisites: None.


This training explores the resources for hiring temporary employees and paid non-employee. We will discuss foundational topics of FLSA, the definition of temporary work and the relationship status that drive how UVM hires and pays temps.

The agenda for the training:

  1. Resources
  2. Definition of a temporary employee
  3. FLSA & Multiple Jobs
  4. Non-employees
  5. Examples

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.

Space & Movable Equipment Inventory - FAMIS 2022

Facilitators: Michael Richards, Planning, Design and Construction and Dawn Caffrey, Financial and Cost Accounting
Audience: Personnel who are conducting the space inventory for the first time or who have not attended a 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 : Please review and become familiar with the information on the Space Inventory web site

Overall Objectives

Learn how to conduct the Space Inventory utilizing FAMIS Space Survey

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

Facilitator: Benefits Advisor
Audience: A full-time employee who is non-represented staff, Teamsters, United Electrical or a Postdoctoral Associate, Fellow or Trainee interested in learning about Voluntary Short-Term Disability.
Time: 1 Hour
PeopleSoft Code:BEN028

Level of Instruction: Introductory
Prerequisites: Full-time UVM employee who is non-represented staff, Teamsters, United Electrical or a Postdoctoral Associate, Fellow or Trainee employed in a regular capacity of at least 75% of a 12-month work year of 37 1/2 or 40 hours per week (UVM Benefits Groups A and C), or in a regular capacity of 100% of an academic year of 9, 10, or 11 months for 37 1/2 or 40 hours per week (UVM Benefits Group B)


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

Learning Outcomes

  • Make an informed decision on whether to sign up during Open Enrollment for 2022.
  • Presentation time includes question and answer period.

Please Note: Registrations close 24 hours (one workday) in advance of online classes.

Register for Classes

  • Have the course code when you register (listed on course descriptions pages)
  • Log into PeopleSoft Human Resources and navigate the menu in the following order:
  1. Click on Icon "UVM Learning + Degrees"
  2. Request Training Enrollment
  3. Search by Course Code or Date