As faculty and staff working with students, we sometimes encounter situations, questions, or concerns that are outside our areas of expertise. This workshop will examine various types of situations that arise, review existing University resources, and help attendees identify ways to effectively connect students with appropriate campus personnel and services.

What You Will Learn:

• How to identify situations in which students need specialized assistance
• How to locate appropriate university resources
• How the University Service Center (USC) and other university offices work together—and can work with you—to respond to special circumstances and ensure students are connected to academic, medical, mental health, and other campus resources as needed
• Effective methods of offering assistance and providing referrals to students
• Policies and options that may be helpful to students with special circumstances

Who Should Attend:

• Faculty and staff who want to be more knowledgeable about how to connect students with existing campus resources
• Faculty and staff who have found themselves wanting to help a student but are unsure where to start

We will explore the basics of shopping cart creation and how to find existing shopping carts. One example of each of the following item type will be covered: with free description, limit, hosted catalog, and supplier catalog.

What You Will Learn:

• Personalization
• Default Settings
• Shopping Carts (with free description, limit, and catalog)
• Shopping cart search

Who Should Attend:

• Anyone who plans to create shopping carts or place orders
  

Review the Property Management policies and procedures relating to moveable capital equipment. This workshop will review ordering using the SAP shopping carts, using BUworks central asset accounting, and department responsibilities during the capital equipment inventory.

What You Will Learn: 

• How to report on all equipment transactions including acquisitions, transfers, donations, and disposals

Who Should Attend:

• New employees from both campuses
• Anyone ordering/responsible for, or who is the custodian of any moveable capital equipment

Can you believe it? It's been five years since Boston University launched the brand initiative. We can't call the brand guidelines new, that's for sure, but there are still a few things we can teach you about them. Come learn how to use the logo correctly, write in voice, and understand whether the picture you want to use really represents BU correctly. Meet the masters of the brand, Amy Schottenfels and Amy Hook, and ask us any BU brand question that's got you stumped. You'll get a chance to see all the latest work being produced by BU Creative Services. So, if you give us an hour, we'll give you the brand guidelines.

Who Should Attend:

• Individuals responsible for producing print or web materials for the University
• Faculty/staff communications and marketing professionals and administrators
• All those interested in learning more about the fundamentals of the BU brand 

What You Will Learn:

• How to correctly identify your office or department within the brand guidelines using the appropriate logo structure
• Why a central University identity is vital
• The spirit behind the notion of “One BU”
• Where to turn with questions or concerns about application of the brand
• How branding gives Boston University unique character, setting it apart from competitor schools/colleges

We will explore the intermediate functions of procurement through BUworks. Items that will be covered include: user personalization, split cost distribution, add/remove approvers, copy and delete shopping carts, buy on behalf, and edit shopping carts that are currently in approval.

What You Will Learn:

• Personalization
• Split cost
• Add/remove approvers
• Copy/delete shopping carts
• Buy on behalf
• Edit SHopping carts in approval

Who Should Attend:

• Anyone who has previously taken the Shopping Cart Creation (Basic) Course
  

We will explore the intermediate functions of procurement through BUworks. Items that will be covered include: user personalization, split cost distribution, add/remove approvers, copy and delete shopping carts, buy on behalf, and edit shopping carts that are currently in approval.

What You Will Learn:

• Personalization
• Split cost
• Add/remove approvers
• Copy/delete shopping carts
• Buy on behalf
• Edit SHopping carts in approval

Who Should Attend:

• Anyone who has previously taken the Shopping Cart Creation (Basic) Course

We will briefly cover shopping cart creation. Users will then be introduced to items to look for when approving their shopping carts such as: cost center, G/L, delivery address, notes, attachments, track changes, and other approvers. We will also cover purchase order approvals and invoice approvals.

What You Will Learn:

• Shopping Cart Creation
• Approval Process
• Procurement Process
• Approve/reject Shopping Carts

Who Should Attend:

• Anyone who approves shopping carts in BUworks Central
  

As a supervisor, working with student employees is a challenge regardless of whether or not you have supervised employees before. This interactive workshop offers tips and techniques for training and supervising student employees and allows supervisors to have open discussions about policies, procedures, issues they may have encountered, and any questions they may have.

What You Will Learn:

• How to orient your students and make them feel welcome in your office
• How to work with the current generation of students, the Millenials
• How to plan for and execute a comprehensive training program
• How to provide positive feedback/reinforcement
• How to address performance issues and coach students

Who Should Attend:

• Staff with responsibility for hiring, training, and supervising student staff
• New supervisors are strongly encouraged to attend

This program will explain the process on how to properly engage a service provider (consultant, contractor, freelancer), as well as staffing agencies/agency temps. The course will provide step-by-step guidance from initially engaging external service providers to the final payment process.

What You Will Learn:

• When to use the Worker Classification Pre-Qualifying Questionnaire (form to be completed by department/service provider and reviewed by AP for independent contractor compliance)
• When to use the External Service Provider Form and Contract (ESP Form)
• How to register as a preferred Boston University supplier
• How to place the service provider under the appropriate contract provided by the Office of General Counsel
• How to pay for the services via Purchase Order

Who Should Attend:

• SAP Shoppers who place orders for services
• Hiring/Engagement Managers 
• Business Managers 
• Financial Administrators

The Cashier’s Office will discuss the processing of 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:

• To prepare different types of cash credit vouchers
• To prepare petty cash reimbursement forms
• To prepare on-campus bank deposits
• Other cashier-related guidelines and procedures

Who Should Attend:

• New employees responsible for departmental cash deposits and disbursements

This session will review the policies and procedures on credit card acceptance at Boston University. *Please note, this session is not the annual PCI Compliance Training. I like to schedule this workshop right after the Cashiering workshop if possible.

What You Will Learn:

• How to properly handle and process credit card payments.
• How to protect credit card data.
• PCI Compliance and what it means to you.
• How to set up your department as a Boston University Merchant.

Who Should Attend:

BU employees who accept and handle credit card data.

This session will review the policies and procedures on credit card acceptance at Boston University. *Please note, this session is not the annual PCI Compliance Training. I like to schedule this workshop right after the Cashiering workshop if possible.

What You Will Learn:

• How to properly handle and process credit card payments.
• How to protect credit card data.
• PCI Compliance and what it means to you.
• How to set up your department as a Boston University Merchant.

Who Should Attend:

• BU employees who accept and handle credit card data.

Miscellaneous Receivables will discuss the process of invoicing for services and sales provided by Boston University departments to other organizations, companies and individuals.

What You Will Learn:

• How to create an invoice
• How to display an invoice
• How to search for a customer'
• Other account receivables related guidelines and procedures

Who Should Attend:

• B.U. employees who require invoicing to external vendors

This program will explain the process on how to properly engage a service provider (consultant, contractor, freelancer), as well as staffing agencies/agency temps. The course will provide step-by-step guidance from initially engaging external service providers to the final payment process.

What You Will Learn:

• When to use the Worker Classification Pre-Qualifying Questionnaire (form to be completed by department/service provider and reviewed by AP for independent contractor compliance)
• When to use the External Service Provider Form and Contract (ESP Form)
• How to register as a preferred Boston University supplier
• How to place the service provider under the appropriate contract provided by the Office of General Counsel
• How to pay for the services via Purchase Order

Who Should Attend:

• SAP Shoppers who place orders for services
• Hiring/Engagement Managers 
• Business Managers 
• Financial Administrators

This program covers the request for proposal (RFP) process as well as the reverse auction process at Boston University. RFPs are used in the procurement process when orders are over $25k or the potential suppliers for the good or service have not been established. Sourcing & Procurement works closely with the requesting unit to ensure the good or service is procured at the best price and quality.

What You Will Learn:

• An overview of how the RFP process works and why it is used
• How Ariba is used to streamline the RFP process - What information is needed from the requesting unit as well as the proper format to submit the information
• The value added by conducting an RFP through Sourcing & Procurement

Who Should Attend:

• End users
• Shoppers
• Anyone involved in the ordering process
• Anyone with a Procurement tab in BUworks Central

The program will cover how Boston University registers suppliers and why certain suppliers are registered. We will also cover when it is appropriate to register a new supplier. In conjunction with supplier registration, we will cover the basic elements of contract management.

What You Will Learn:

• How to register a new supplier
• Why supplier registration is necessary
• When to enter into a contract
• How to help Sourcing & Procurement in contract negotiations
• How to maintain existing contracts

Who Should Attend:

• Anyone with a Procurement tab in BUworks Central
• Anyone that makes purchasing decisions

Overview of Student Employment with emphasis on the processing of student payroll. Will review the differences between Work-Study and and non Work-Study positions.

What You Will Learn:

• How to complete the hiring process for both Work-Study and departmentally paid students
• How to calculate merit increases for students
• How to create and post job listings Placement, and re-hire processes Awards and earnings chart
• How to complete the Form I-9 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

The program will cover how Boston University registers suppliers and why certain suppliers are registered. We will also cover when it is appropriate to register a new supplier. In conjunction with supplier registration, we will cover the basic elements of contract management.

What You Will Learn:

- How to register a new supplier

- Why supplier registration is necessary

- When to enter into a contract

- How to help Sourcing & Procurement in contract negotiations

- How to maintain existing contracts

Who Should Attend:

- Anyone with a Procurement tab in BUworks Central

- Anyone that makes purchasing decisions

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 others? 
• What is Directory Information?
• Can I communicate with Parents?  What is the ‘new’ B.U. policy?
• With student consent or 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

Miscellaneous Receivables will discuss the process of invoicing for services and sales provided by Boston University departments to other organizations, companies and individuals.

What You Will Learn:

• How to create an invoice
• How to display an invoice
• How to search for a customer'
• Other account receivables related guidelines and procedures

Who Should Attend:

• B.U. employees who require invoicing to external vendors

The new B.U. Libraries Search identifies sources regardless of format – print or electronic - since much of the libraries’ collections no longer sit on shelves. Learn about this new single unified search, which requires new approaches in thinking about how to access library resources. Understand what BU Libraries Search covers and when to use other valuable library resources. Boston University Libraries are available for all staff to use. We will use the new website to show you how to find library resources and services when you need to learn about developments in your profession, keep up with research in a field, or just increase your skills finding quality information.

What You Will Learn:

• How to effectively use B.U. Libraries Search (bring your questions) 
• How to use Refine My Results (facets) identifying genre, utilizing subject headings, and more
• The types of resources in the university’s collections (as opposed to less credible resources elsewhere)
• Sources of information prepared by expert librarians such as Research Guides
• How to use e-Shelf utility to save searches, build bibliographies and email or export them into bibliographic management tools such as RefWorks

Who Should Attend:

• All Boston University staff
• Staff who want to keep up with their profession 
• Staff who work with faculty looking for research articles, books, etc. 
• Staff who work with students 
• Staff taking courses or considering taking courses