Procedural Workshops
New to the University or your current position? Want a refresher course in University procedures? Facilitated by staff from the relevant department, the procedural workshops offer you practical, up-to-date information about University procedures. They provide you the information you need to do business at BU.
The workshops are offered twice a year and cover a variety of topics.
The workshops are available to all regular full- and part-time staff, whether new to BU or experienced employees. Keep in mind that procedures sometimes change, so feel free to repeat a workshop to stay current.
Remember, these are popular workshops that fill up quickly, so register as soon as possible.
Our Fall 2009 training series is now underway!
Want a print summary version of our full Fall 2009 Get Trained series click here
Join your colleagues. Learn something new. Enhance your job skills.
View the program descriptions, dates, and locations, and register today!
Procedural Workshops:
PPD02: Moveable Capital Equipment
- Wednesday, October 21, 2009 9:00am - 11:00am
Presenters
Ben DeGennaro Jr., Min Duan, and Jessica Schmidt, Grant & Contract Accounting
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
Learn about the policies and procedures for moveable capital equipment from the staff of Property Management. This workshop will explain when and how to report all equipment transactions, including acquisitions, transfers, donations, and disposals.
What You Will Learn:
A better understanding of what capital equipment is
What to do and who to call in all situations dealing with capital equipment
Who Should Attend:
New employees responsible for capital equipment
Staff responsible for ordering any equipment
Department administrators and staff who are assigned as custodians of capital equipment in their department
PPD03: Sourcing: Resources and Methods
- Thursday, October 8, 2009 10:00am - 12:00pm
Presenters
Rick Aronofsky, Sourcing & Procurement
Location
Sourcing and Procurement room 210 (985 Commonwealth Ave.)
This workshop will explain the various purchasing options at the University, clarify policies and procedures, and recommend best practices. Topics include requisitions and the different types of purchase orders, the University Purchasing Card program, open accounts, invoice processing, and receipt acknowledgments.
What You Will Learn:
The services provided by the Office of Purchasing Services
Resources available on the Purchasing website
The purchasing cycle will be traced completely, with distinctions between the different methods clarified
Who Should Attend:
New staff members who have purchasing duties of any kind
Experienced staff members interested in improving efficiency and updating their awareness of the services and options available
PPD03A: Sourcing: Resources and Methods
- Thursday, October 8, 2009 2:00pm - 4:00pm
Presenters
Rick Aronofsky, Sourcing & Procurement
Location
Sourcing and Procurement room 210 (985 Commonwealth Ave.)
This workshop will explain the various purchasing options at the University, clarify policies and procedures, and recommend best practices. Topics include requisitions and the different types of purchase orders, the University Purchasing Card program, open accounts, invoice processing, and receipt acknowledgments.
What You Will Learn:
The services provided by the Office of Purchasing Services
Resources available on the Purchasing website
The purchasing cycle will be traced completely, with distinctions between the different methods clarified
Who Should Attend:
New staff members who have purchasing duties of any kind
Experienced staff members interested in improving efficiency and updating their awareness of the services and options available.
PPD06: Training and Supervising Your Student Workers
- Monday, October 5, 2009 10:00am - 12:00pm
Presenters
Bethany Sheldon, Student Employment Office
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
As a supervisor, working with student employees is a challenge regardless of whether you have supervised employees before. This workshop offers tips and techniques for supervising Work-Study students and other student employees.
What You Will Learn:
How to orient your students
How to train your student workers
How to provide positive feedback/reinforcement
How to address performance issues
Who Should Attend:
Staff with responsibility for hiring and supervising student staff
New supervisors are strongly encouraged to attend
PPD07: General Accounting
- Tuesday, November 3, 2009 9:00am - 11:00am
Presenters
Jennifer LaPierre, Office of the Comptroller
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
This session will review accounting policies and procedures relating to restricted, unrestricted, and designated gift accounts. Discussion will focus on the various types of accounts and the appropriate processes associated with them.
What You Will Learn:
The differences between the various types of accounts
Proper object code usage
Taxes
Forms and reports available
Online and Web query review
Online journal entry processing
Who Should Attend:
This session is designed for new employees
For staff interested in a refresher course or training on online functions only, please call Israel Elmeus at 353-2274.
Based on the content, this program is being offered to Charles River Campus employees only.
PPD08: Student Payroll and Work-Study Procedures
- Thursday, December 3, 2009 1:00pm - 3:00pm
Presenters
Carol Gately, Student Employment Office
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
The Student Payroll Office and Work-Study Office will review policies and procedures for hiring and paying student employees and Work-Study students.
What You Will Learn
How to complete an SEA
Procedures for completing and processing student time sheets
How to calculate merit increases for students
How to create a work-study job
Placement, pre-placement and re-hire processes
Awards and earnings chart
Policies and ethics
Who Should Attend
New Payroll Coordinators
New supervisors
Staff with responsibility for hiring and supervising work-study student staff
Experienced Payroll Coordinators seeking a review
New managers who may need to familiarize themselves with the program even if they are not direct supervisors
PPD10: Cashiering
- Thursday, November 12, 2009 9:00am - 11:00am
Presenters
Lisa Wong, Office of the Comptroller
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
The Cashier’s Office will discuss the processing departmental income (cash, checks and credit card payments) and petty cash reimbursements. Other cashier and banking-related procedures will also be discussed.
What You Will Learn:
How to prepare different types of cash credit vouchers
How to prepare petty cash reimbursement forms
How to prepare on-campus bank deposits
Other cashier-related guidelines and procedures
Who Should Attend:
New employees responsible for departmental cash deposits and disbursements
Experienced staff who would like an update on cashier processes
Based on the content, this program is being offered to Charles River Campus employees only.
PPD13A: Bulk Mail/Campus Mail
- Tuesday, November 3, 2009 10:00am - 12:00pm
Presenters
Joseph Breen and Stephen Lambkin, University Mail Services
Location
Evans Building room 7th Floor, Room 720 (72 East Concord Street)
Staff from Mail Services will provide an overview on processing campus mailings and bulk mailings. This program will provide participants with the necessary tools and information needed to cost effectively prepare and process their mail.
What You Will Learn:
How incoming and outgoing mail should be addressed for speedy delivery
How mail should be prepared for pick-up and processing
How the mail services charge back system works
The best options for sending both domestic and international mail
What you need to know about accountable mail: express, FedEx, certified, registered and insured
What types of address labels should be used for bulk mail pieces and/or what are the alternatives
Is a requisition necessary for bulk mailings?
How bulk mail charges back departments for services and postage
National Change of Address Service
Mail Piece Design
Use of University Postal Permits
Who Should Attend:
All department heads and/or staff members who are directly responsible for their departments’ incoming and outgoing mail
Based on the content, this program is being offered to Medical Campus employees only.
PPD16: How to Work with Creative Services
- Wednesday, December 9, 2009 10:00am - 11:00am
Presenters
Amy Hook, Strategic Communications
Pamela Sarian, New Media
Location
Creative Services room Room 221 (985 Commonwealth Ave)
Solve the mystery of how to work with Creative Services! If you’re feeling clueless as to how to get a new project started, how to provide the right information to get a creative piece done, or what you need to tell us so we can get you a cost estimate, then come on down to this workshop and we’ll walk you through becoming a working partner with Creative Services.
PPD21: Completing the Performance Evaluation Form
- Wednesday, October 14, 2009 9:00am - 12:00pm
Presenters
Tom Bagarella and Jeanne Domenichella, Human Resources
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
In this workshop the performance evaluation forms will be reviewed in detail including discussion on goals and accomplishments, performance factors, job descriptions, and areas of development and improvement. Information on how to complete the forms, how to best summarize an employee’s performance and how to write effective and accurate performance summaries will be covered. This program is for exempt/supervisory staff.
What You Will Learn:
- The specifics of the two performance evaluation forms
- How to best use the performance categories
- How to write specific and accurate goal and accomplishment statements
- How to best summarize an employee’s total performance
- How to establish motivating and fulfilling goal statements
Who should attend:
- Supervisors responsible for evaluating staff’s performance
- Supervisors who will have responsibility for completing the performance evaluation forms
- Supervisors who want to improve their ability in writing effective evaluations
Based on the content, this program is being offered to Charles River Employees only.
PPD21A: Completing the Performance Evaluation Form
- Tuesday, October 13, 2009 9:00am - 12:00pm
Presenters
Mark Braun, Human Resources
Location
Crosstown room 4th Floor, Room 462 (801 Massachusetts Avenue)
In this workshop, performance evaluation forms will be reviewed in detail including goals and accomplishments, performance factors, job descriptions, and areas of development and improvement. Information on how to complete the forms, how to best summarize an employee’s performance, and how to write effective and accurate performance summaries will be covered. This program is for exempt/supervisory staff.
What You Will Learn:
The specifics of the two performance evaluation forms
How to best use the performance categories
How to write specific and accurate goal and accomplishment statements
How to best summarize an employee’s total performance
How to establish motivating and fulfilling goal statements
Who should attend:
Supervisors responsible for evaluating staff’s performance
Supervisors who will have responsibility for completing the performance evaluation forms
Supervisors who want to improve their ability in writing effective evaluations
Based on the content, this program is being offered to Medical Campus employees only.
PPD22: Conducting an Effective Performance Evaluation Meeting
- Wednesday, October 21, 2009 9:00am - 12:00pm
Presenters
Tom Bagarella and Jeanne Domenichella, Human Resources
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
Providing feedback to employees about their performance is a daily function of all supervisors. With the performance management program in place, supervisors will be conducting an annual performance evaluation meeting with all of their exempt and non-exempt staff; this workshop will provide supervisors with practical information on how to best prepare for it and how to conduct an effective and productive meeting for both the employee and the supervisor. This program is for exempt/supervisory staff.
What You Will Learn:
- How to prepare for the performance meeting
- The major areas to be covered in a meeting
- How to set the agenda and stay on task during the meeting
- How to address positive performance to encourage continued success
- How to address problematic and challenging issues in an effective and productive manner
- How to listen and encourage feedback during a meeting
- How to discuss objectives and goals for the to encourage and motivate staff
Who Should Attend:
- Supervisors responsible for evaluating staff’s performance
- Supervisors who will have responsibility for conducting performance meetings
- Supervisors who want to improve their communication skills
Based on the content, this program is being offered to Charles River Campus employees only.
PPD27: Power-Searching the Web: Getting the Most Out of Google
- Thursday, November 12, 2009 10:00am - 12:00pm
Presenters
Linda Plunket, Pickering Educational Resources Library
Tom Casserly, Mugar Memorial Library
Location
L Building, School of Medicine room Room L1110 (80 East Concord Street)
- Thursday, November 19, 2009 10:00am - 12:00pm
Presenters
Tom Casserly, Mugar Memorial Library
Linda Plunket, Pickering Educational Resources Library
Location
Pickering Educational Resources Library room Electronic Classroom, Basement level (School of Education, 2 Silber Way)
Google offers an incredible array of products and search features. This hands-on demonstration/presentation will explore some of the facets of Google such as Google News, Google Finance, Google Scholar, and Google Books. We'll discuss various search features and how to make the most of searching Google.
This class complements the session "Power-Searching the Web: Using Specialized Online Databases", but can also stand alone. Staff should feel free to sign up for one or both of these classes.
What You Will Learn:
About Google, how to search Google efficiently for articles, books, and financial information.
How to evaluate resources
How to begin to find resources not readily available on the web
Who Should Attend:
Staff who would like to begin researching on the web or who would like to refine their web searching skills.
PPD28: The University Service Center: Your Resource When Assisting Students
- Thursday, October 15, 2009 9:30am - 11:30am
Presenters
Kris Gilchrist-Minasidis, University Service Center
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
Designed to ensure that there’s always a place for students to go for help at Boston University, the University Service Center (USC) is an excellent resource for faculty and staff who are working to assist students. In this workshop you’ll learn about the USC’s services and the ways in which we can assist students and the faculty and staff who work with them.
What You Will Learn:
The range of services provided by the USC
When you or your office might call upon the USC for assistance with a student concern; when to refer students to the USC
Policies and procedures surrounding leaves of absence and withdrawal from the University, including the tuition refund schedule, and related financial aid, student account, housing, and other implications
Who Should Attend:
Faculty and staff who have worked with the USC, but would like a better understanding of the scope of services offered
Faculty and staff who would work regularly with students and want to know more about where to refer them for help
Faculty and staff working with students who may wish to take a leave of absence
PPD33: Power-Searching the Web: Using Specialized Online Databases
- Friday, November 13, 2009 10:00am - 12:00pm
Presenters
Tom Casserly, Mugar Memorial Library
Linda Plunket, Pickering Educational Resources Library
Location
L Building, School of Medicine room Room L1110 (80 East Concord Street)
- Friday, November 20, 2009 10:00am - 12:00pm
Presenters
Tom Casserly, Mugar Memorial Library
Linda Plunket, Pickering Educational Resources Library
Location
Pickering Educational Resources Library room Electronic Classroom, Basement level (School of Education, 2 Silber Way)
Boston University Libraries subscribe to powerful and specialized online databases that provide access to information not easily found on the “free” World Wide Web. In this session, you will learn how to conduct research using library databases. The class will focus on appropriate selection, searching efficiently, and managing results. A variety of databases such as PsychInfo, Web of Science, and Business Source Premier will be covered and participants will perform searches on topics and databases of interest to them.
This class complements the session “Power-Searching the Web: Getting the Most Out of Google” but can stand alone. Staff should feel free to sign up for one or both of these classes.
What You Will Learn:
About library databases and how to search them for a wide variety of resources - journal articles, newspaper articles, books, etc.
How to evaluate resources
How to begin to find resources not readily available on the web
Who Should Attend:
Staff who would like to begin researching on the web or who would like to refine their web searching skills.
PPD34: Boston University Experience – Unique venue for hosting events
- Tuesday, October 6, 2009 11:00am - 12:00pm
Presenters
Georgia Balafas and Rebecca Gloe, Campus Information & Visitor Relations
Location
The BU Experience room Lower Level (602 Commonwealth Avenue)
The Boston University Experience is a unique and compelling multimedia presentation that showcases the University's longstanding tradition of academic excellence and leadership for social change. This state-of-the-art facility is one of a kind, no other university or college has such a venue! Learn how you can take advantage of this spectacular on-campus location for your office or department’s events—nothing comes close to the BU experience!
Based on the content, this program is being offerred to Charles River Campus employees only.
What You Will Learn:
• The layout of the facility and how it may work for your next event
• Chair/table, catering, and multimedia options available
• How to reserve the space for your next function
Who Should Attend
• Faculty/staff interested in learning more about how they may use the Boston University Experience for their next event, staff meeting, or when hosting a visitor.
PPD38: Be Green: Sustainability on Campus
- Friday, October 9, 2009 10:00am - 11:00am
Presenters
Dennis Carlberg, Sustainability
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
The terms “Being Green” and “Sustainability” are often used in the news these days. What do these terms mean? This workshop will explain what sustainability is and also what efforts the BU community is taking to provide a more sustainable future.
What You Will Learn:
• What is Sustainability
• What initiatives the University is undertaking
• How can you help in this effort
• What resources are available to the University community to help in these efforts
Who Should Attend:
Faculty/Staff that is concerned about our environment what we leave to future generations.
PPD39: Payroll Processing “Pain-Points”
- Monday, October 5, 2009 10:00am - 12:00pm
Presenters
Patricia Buckley and Nghe Lam, Payroll
Location
BU Medical Campus room 3rd Floor Suite 3w, Room 329 (580 Harrison Avenue)
Learn the “pain points” of processing time sheets, new hires, and turnarounds and how to deal with them effectively.
Based on the content, this program is being offered to Medical Campus employees only.
What You Will Learn:
• Properly Coding time sheets
• Entering hours for previous weeks
• Processing a New Hire
• Transferring an employee to another Mail Code
• Extending distribution terminal dates (avoiding “Collect-Net”)
• Processing a leave of absence (paid/no pay)
• Terminating an employee
• Increasing/decreasing employee percent of effort
• Processing a salary change
• Processing an overbase
Who Should Attend:
Mail Code Coordinators
PPD40: Sourcing: Computers, Software, and Peripherals
- Tuesday, October 27, 2009 9:00am - 10:30am
Presenters
Lucas Dean, Sourcing & Procurement
Mike Dunn, Distributed Computer Services
Location
Sourcing and Procurement room 210 (985 Commonwealth Ave.)
- Tuesday, October 27, 2009 2:00pm - 3:30pm
Presenters
Lucas Dean, Sourcing & Procurement
Mike Dunn, Distributed Computer Services
Location
Sourcing and Procurement room 210 (985 Commonwealth Ave.)
This workshop will explain Boston University’s new process for purchasing computers, software, and peripherals. Topics include an introduction to the preferred vendors, accessing the vendors’ websites to shop and prepare quotes, and how orders are placed.
What You Will Learn:
• How to shop for computer, software, and peripherals
• How to use the preferred vendors’ web based catalogs to create quotes and how the order is then placed
• The services provided by the IT Help Center
• The standard computer configurations that are available and the benefits of selecting them
• New policies will be clarified
Who Should Attend:
• New staff members who have purchasing duties
• Experienced staff members who want an introduction to the process for purchasing computers, software, and peripherals
• Staff members who will be using the web based catalogs to configure computers for their department
PPD41: Recruitment and Hiring of Regular Full- and Part-Time Staff/BUMC
- Wednesday, October 28, 2009 9:00am - 11:00am
Presenters
Boris Lazic, Human Resources
Location
Crosstown room 4th Floor, Room 460A (801 Massachusetts Avenue)
This workshop is designed to provide a general understanding of the steps involved in the hiring process at BUMC, which has specific procedures related to job posting and filling a vacant position. Throughout such procedures, communication and cooperation between hiring managers and HR staff are imperative so as to produce a smooth process that leads to a successful hire. Yet, as a hiring manager, how often do you find yourself in a position where you would like to post a job for a recent vacancy in your department, but you are unsure as to the steps you must follow in order to make this happen? To that end, this course will outline the steps that hiring managers and HR staff must take together while going through the hiring process, various aspects of which will be discussed.
What You Will Learn:
• Posting positions
• OpenHire-BU Applicant Tracking System
• Pre screening of incoming resumes
• The interviewing process/Scheduling of interviews
• Employee Background Checks
• Reference checks
• Job Offers
• New Employee Orientation
• On-boarding
• New Hire Setup/Entry
• Hiring Temporary and Casual Employees
Who Should Attend:
Supervisors, Managers, Administrative Managers, Mail Code Coordinators with responsibilities for hiring
Based on the content, this program is being offered to Medical Campus employees only.
PPD42: Understanding the FMLA (Family and Medical Leave Act)
- Wednesday, November 18, 2009 9:30am - 10:30am
Presenters
Julie York, Human Resources
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
The Family and Medical Leave Act requires employers to provide employees with leave for certain medical and family-related reasons. This program will provide an overview of the act and give you a firm understanding of BU’s obligation as an employer.
What you will learn:
Which life events qualify for FMLA leave
Eligibility requirements for FMLA
BU Process for requesting/designating FMLA
Who should attend:
Anyone who supervises employees and/or processes payroll for leaves of absences.
Employees in positions graded 51 and 71 and above.
Based on the content, this program is being offered to Charles River Campus employees only.
PPD43: The Basics of Compensation
- Thursday, November 5, 2009 9:00am - 11:00am
Presenters
Mike Kerr, Human Resources
Location
Crosstown room 4th Floor, Room 460 (801 Massachusetts Avenue)
This seminar covers the fundamentals of compensation. Included will be instructions on how to write a complete and comprehensive job description, how Compensation evaluates a job, and what makes a position “exempt” or “non-exempt.” We will also discuss the current BU salary structure and how we determine offers to incoming candidates.
What You Will Learn:
• Writing a Job Description
• Writing Tips
• FLSA Determination
• Salary Structure
• Job Evaluation
• Offers to Candidates
Who Should Attend:
Supervisors, Managers and Department Administrators
Based on the content, this program is being offered to Medical Campus employees only.
PPD44: Travel Documentation on Sponsored Awards—The Good, the Bad and the Ugly
- Thursday, November 5, 2009 9:30am - 11:30am
Presenters
Tim Reuter and Craig Gerome, Research Accounting
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
What documentation should I have to support the expenses submitted on a Travel Reimbursement Form? Does it matter what agency is supporting the award? When is the best time and what is the best type of documentation to have to support the expenses? Experienced administrators from Research Accounting will explain University policies as well as some agency-specific rules for documenting travel expenses along with real work experiences and information from agency travel audits.
What You Will Learn:
- Appropriate documentation needed for travel reimbursement from sponsored awards
- The best time (or maybe the only time) to obtain documentation/justification for certain expenditures?
- Differences between agencies regarding travel expenditures and destinations
- Special requirements for foreign travel
- Importance of providing travelers information on appropriate documentation before they travel
- Requirements about the BU travel policy and why it may be allowable to be reimbursed from BU funds but not sponsor funds
- What is “reasonable, allocable and allowable” have to do with travel reimbursement
Who Should Attend:
Departmental Administrators responsible for booking travel arrangements or reviewing and signing travel reimbursement requests or travel advances.
PPD45: Family Educational Rights and Privacy Act (FERPA)—an Overview
- Tuesday, November 10, 2009 10:00am - 11:00am
Presenters
Richard Rook, Office of the Registrar
Location
Human Resources Training Room room (25 Buick Street, Second Floor)
This workshop will present an overview of the federal law (FERPA) that regulates the release of, and access to, student information at Boston University.
What you will learn:
Who should have access to student information?
Does a student have the right to access his/her own information?
What student information can I communicate to other? What is Directory Information?
Can I communicate with Parents? What is the ‘new’ BU policy?
….with student consent? without student consent?
Who should attend:
Faculty and staff who have access to student information and interact with students, parents, other departments and the general public.
PPD46: BUMC Emergency Preparedness
- Wednesday, November 18, 2009 9:00am - 12:00pm
Presenters
Stephen A. Morash, Emergency Planning & Response
Location
Crosstown room 4th Floor, Room 462 (801 Massachusetts Avenue)
This program consists of an interactive presentation of emergency management principles and how everyone on campus has a role in emergency management here at Boston University. We will use a PowerPoint presentation to present and discuss the various phases of emergency management and how we operate here at BUMC and CRC.
What You Will Learn
· What Emergency Management is.
· The Different Phases of Emergency Management
· Your Role in Emergency Management
· What a CAT is.
· How Emergency Management Works Here
· What BU Alert Is All About
· COOP
· What To Do At Home
Who Should Attend
Everyone who works or studies at Boston University should attend this Session.
Based on the content, this program is being offered to Medical Campus employees only.
PPD47: The BU Brand 101
- Wednesday, December 2, 2009 10:00am - 11:00am
Presenters
Amy Hook, Strategic Communications
Amy Schottenfels, Print Design
Location
Creative Services room Room 221 (985 Commonwealth Ave)
Did you know that BU has a new brand initiative? Did you know it’s been rolling out over the last two years? If you want to know even more, this is the workshop for you. We’ll explain the history and reasoning, and even how to work with it. We’ll play ‘stump the chumps’ with brand questions you might not know how to answer. Learn how to help differentiate BU from other schools using our brand voice. Experience the brand’s potential so future students, alumni, and staff can, too!
