Human Resources

Operational Excellence Course Descriptions

Financial Administration Courses
People Administration Courses
Faculty Appointment Administration Courses
Research Administration Courses
General Administration Courses

Financial Administration


Financial Risk Management, Controls and Accountabilities (OPER2)

Western employees need to ensure that delegated financial responsibilities are discharged in a manner that meets financial control standards. You will leave this session understanding how to apply financial risk management. This session will also provide an overview of guiding policies at Western, the internal controls used and a briefing on fraud and what it might look like. (Length: 2.5 hours)

Target Audience: Budget Unit Heads and administrative staff and faculty responsible for financial budgeting, processing and reporting

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Scheduled for: March 1, 2018, 1:30pm-4:00pm, Location: SSB 4210

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Fundamentals of Financial Services (OPER5)

This introductory session provides participants with an overview of the core operations of Financial Services and reviews the support available to units across campus. Participants will gain an understanding of the structure of Western’s financial systems and reporting requirements, grasp basic financial terminology and learn fundamental accounting concepts. This course will be particularly helpful to those individuals who are new to their roles. (Length: 3 hours)

Target Audience: Employees responsible for financial management and reporting, and administrative staff involved in financial transactions and monitoring functions

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Scheduled for: January 24, 2018, 9:00am-12:00am, Location: SSB 4210

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General Ledger Inquiries - Western Financials (OPER12)

This hands-on course will provide familiarity with Western’s accounting environment and the ability to perform basic financial inquiries. The material presented will be of particular interest to staff that are new to performing inquiries as a part of his/her job, and will cover the essentials, but will not cover all of the reporting options.

There will be a prerequisite exercise to provide some base knowledge about general navigation and definitions that will not be explained in the session. (Length: 2.5 hours, Lab)

Target Audience: Western employees who are new to reviewing or analyzing financial information as part of their job.

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Scheduled for:

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Online Journal Entries - Western Financials (OPER1)

This hands-on course will provide familiarity with Western’s on-line Journal Entry ‘creation to completion’ process and provide the ability to perform other journal functions; including editing, copying and deleting. There will be a prerequisite exercise to provide some base knowledge about general navigation and definitions that will not be explained in the session. (Length: 2 hours, Lab)

Target Audience: Western employees who are new to completing journal entries in Western Financials as part of their job.

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Scheduled for:

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Principles of Procurement at Western (OPER16)

This introductory session will discuss the tools, policies and procedures that guide procurement of goods and services at Western. At the end of the session participants will have knowledge about the basic principles of procurement to assist them in making purchases related to their roles. (Length: 2 hours)

Target Audience: Western employees who are new to a procurement role, responsible for financial budgeting and reporting, have approval authorities, and those looking for a refresher on procurement related activities.

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Scheduled for: February 14, 2018, 1:30pm-3:30pm, Location: SSB 4210.

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Research Finance: Understanding the Financial Side of Research Projects (OPER4)

This session supports the financial management of research projects to ensure funds are utilized as intended and in accordance with the terms, conditions and regulations of the funding sources as well as University policies and procedures. Participants will gain an understanding of the non-financial and financial information available through Western Financials and learn how this information can assist with financial status monitoring. (Length: 2 hours)

Target Audience: Researchers, financial administrators, administrative staff as well as research students and employees that support the financial processes and management of research projects

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Scheduled for: Offered June 22, 2017. Next course date to be scheduled.


Travel and Expense Claim Process (OPER3)

This session provides participants with an understanding of the policies and guidelines that govern travel and expense claim processes. Functionality of the online Western Financials claims process will be reviewed as well as other reimbursement options available. Best practices for making travel arrangements will be presented. (Length: 2 hours)

Target Audience: Individuals who approve travel and expense claims and administrative staff supporting the claims process. This session is also available to individuals that travel and submit expenses.

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Scheduled for: February 1, 2018, 1:30pm-3:30pm, Location: SSB 4210.

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Tri-Agency Funding – Financial Management (OPER18)

In this session, participants will learn about the unique requirements for managing the financial aspects of a project funded by the Tri-Agencies including: expense eligibility, compliance and administration, recommended practices, and reporting requirements. Results of the most recent monitoring visit as well as common areas of confusion will also be covered. (Length: 2 hours)

Target Audience: Administrative officers, research officers, research assistants and other staff with accountabilities to manage or assist in the management of research funded by the Tri-Agencies.

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Scheduled for: February 8, 2018, 9:00am-11:30am, Location: SSB 4210.

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Understanding Western's Safe Disclosure Policy (OPER15)

In this session, participants will learn about Western’s Safe Disclosure Policy (also known as our Whistleblower Policy) and how to recognize and respond to potential financial misappropriation.  A variety of real case examples will be used. (Length: 2 hours)

Target Audience: Employees responsible for financial management and reporting, and administrative staff involved in financial transactions and monitoring functions.

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Scheduled for: Offered June 26, 2017. Next course date to be scheduled.

 

People Administration

 

Graduate Student Appointment Processing (OPER6) - ONLINE MODULE

In this online training module, participants will learn how to use automated and online functionality to appoint Graduate Students. (Time to complete: approximately 45 minutes)

Target Audience: Administrative staff supporting the graduate student appointments

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Access the Online Module:


Overview of PeopleSoft Human Resources for New Administrators (OPER7)

In this overview session, participants will learn about the information and functions available to administrators, including accessing employee information and the various reports that can be run. It is designed for those who are NEW to working with the administration side of the sytem. (Length: 1 hour)

Target Audience: New end users of the HR system including: administrative officers, payroll assistants/coordinators, recruiters, graduate student administrators, operational managers.

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Scheduled for: Offered October 4, 2017. Next course date to be scheduled.


Pay Requisition and Administration (OPER8)

Participants will gain an understanding of the processes involved in paying Western employees on-time and accurately. The types of pay, reconcilitation, and risks involved will also be reviewed. (Length: 2 hours)

Target Audience: Those who are accountable for the collection, input and verification of pay for hourly paid employees as well as those accountable for requisitioning additional pays for monthly paid employees. These include payroll assistants, administrative officers, financial assistants, faculty/staff relations coordintors, and operational leaders.

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Scheduled for:  Offered November 9, 2017. Next course date to be scheduled.


Work Study Student Appointment Processing (OPER9)

In this session, participants will learn to use automated and online functionality to appoint Work Study students. (Length: 1.5 hours)

Target Audience: Administrative staff responsible for appointing work study students.

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Scheduled for: Offered August 2, 2017. Next course date to be scheduled.

 

Faculty Appointment Administration

 

Immigration Requirements for Hiring Foreign Nationals (Temporary Foreign Worker Program & International Mobility Program) (OPER11)

Hiring or inviting a foreign national to Western involves different government requirements and programs  In this session, participants will learn about the two major program, Temporary Foreign Worker Program and International Mobility program, which are most frequently used for workers and international visitors to campus. (Length: 2 hours)

Target Audience: Those who support academic leaders in the appointment process of hiring foreign nationals (faculty/staff/post-docs and visiting professors) including completing recruitment search forms, appointment and contract letters (if applicable) and collecting required immigration documents for payment processes.

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Temporary Foreign Worker Program (TFWP)

International Mobility Program (IMP)

Scheduled for: Offered September 6, 2017. Next course date to be scheduled.

 

Research Administration

 

Using ROLA, Research On-line Administration System (OPER19)

In this workshop, participants will learn how ROLA supports and integrates research administration management processes at Western, from the pre-application phase through to post-award. The session will address ROLA user access, where to find research funding opportunities, creating and submitting ROLA proposals for approvals, award activation and electronic records management (Laserfiche). (Length: 2 hours)

Target Audience: Administrative/research staff who support faculty in applying for research funding, managing research awards, and/or who provide guidance on these processes.

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Scheduled for: Offered August 3, 2017. Next course date to be scheduled.

 

General Administration

 

Your Role in Protecting Corporate Information (OPER17)

In this workshop about the appropriate use of Information at Western, participants will learn the different classifications of data and how to protect each type (employee, research, financial, and student data). Participants will also learn what to do in the event of a security breach and  best practices for the collection, use, disclosure, storage and destruction of personal information. (Length: 2 hours)

Target Audience: Administrative staff who work with employee, financial, research or student information.

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Scheduled for: Offered November 30, 2017. Next course date to be scheduled.