Waterman building pillars and snow covered trees.
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

 

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

Graduate ePARs – Core Practices and Standards

Facilitators: Mackenzie Munro – Human Resource Services Customer Service Generalist
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

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

Movable Equipment and Asset Control

Facilitators: Reiko Choiniere, Cost Accountant, Cost Accounting Services
Audience: Business Managers and Administrative Support Staff
Time: 1.5 Hours
PeopleSoft Code: FMC015

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

This course will introduce department staff to basic knowledge about movable equipment definition, acquisition, transfer, disposal and inventory process.

Learning Outcomes

  • Obtain a basic understanding of how the University accounts for movable equipment
  • Increase your skill to interpret and communicate important federal regulations in the area of property standards
  • Obtain an understanding of the University stewardship responsibilities of  movable equipment
  • Provide effective support to faculty and staff during the acquisition, utilization and disposal processes of movable equipment

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)

Space & Movable Equipment Inventory - FAMIS 2021

Facilitators: Michael Richards, Campus Planning Services and Dawn Caffrey, Cost Accounting Services, Reiko Choiniere, 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 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 and Teamsters

Facilitator: Collette Toussaint
Audience: Non-Represented Staff and Teamsters 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 or Teamster 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

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

REGISTER TODAY