Workplace Learning & Development

Promoting Employee and Organizational Growth and Development
(413) 545-1787

August 2019

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Kuali Research Open Lab

Kuali Research Open Lab

Workshop Date: 
Thursday 8/1/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Summit Financials Reporting - Aug

Summit Financials Reporting - Aug

Workshop Date: 
Thursday 8/1/19
Time: 
2:30pm - 4:00pm
Location: 
Whitmore Building
Room: 
115B

This training gives a comprehensive overview of financials reporting in Summit, including how to access fund and grant balances, summaries, and transactional detail with ease. It is useful for anyone who needs to review financial activity on their grants or funds.

 
 
 
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Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Tuesday 8/6/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to navigate Kuali and complete the Proposal Development record, including: 
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)
·        How to attach documents to fulfill UMass and Sponsor requirements

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Wednesday 8/7/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
The Family/Medical Leave Process

The Family/Medical Leave Process

Workshop Date: 
Wednesday 8/7/19
Time: 
1pm - 2:30pm
Location: 
Olver Design Building
Room: 
Room 170

Managing employee family and medical leaves is a sensitive, and sometimes challenging, process.

You will learn:

  • How to identify when the University is "on notice" triggering the federal FMLA process.
  • Required forms and timelines.
  • Best practices for handling leave applications.
 
 
Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Thursday 8/8/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Travel Q&A Session

Travel Q&A Session

Workshop Date: 
Thursday 8/8/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)

 
 
 
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BuyWays Requisitioning - Aug

BuyWays Requisitioning - Aug

Workshop Date: 
Tuesday 8/13/19
Time: 
9:00am - 1:00pm
Location: 
Whitmore Building
Room: 
115B

This is hands-on training session, for UMass PO Data Entry Operators and Liaisons, covers the new BuyWays Requisitioning which will include; shopping and creating requisitions, inquiring on purchasing and payables transactions.

 
 
Kuali Research Open Lab

Kuali Research Open Lab

Workshop Date: 
Tuesday 8/13/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Employee Travel/Business Reimbursement T101-B

Employee Travel/Business Reimbursement T101-B

Workshop Date: 
Wednesday 8/14/19
Time: 
9:30am - 11:30am
Location: 
Morrill Science III
Room: 
212

This is the second session of the Employee Travel/ Business Reimbursement training - T101. Please take T101-A (OWL) first, if possible.   To receive an invitation to access T101-A, please sign up for this T101-B workshop and you will be contacted.  (Please remember to print and bring your T101-A OWL training certificate to show completion of this prerequisite.)

In this T101-B you will learn:

 
 
Journal Workflow Training - Aug
 
 
Kuali Research Open Lab

Kuali Research Open Lab

Workshop Date: 
Wednesday 8/14/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Research Open Lab

Kuali Research Open Lab

Workshop Date: 
Thursday 8/15/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
 
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Travel Q&A Session

Travel Q&A Session

Workshop Date: 
Sunday 8/25/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)