Fall 2009
Training Catalog

Pro 3 Series

Managing at UF:
The Supervisory Challenge

Business Communications

myUFL Courses

e-learning

Computer Courses

Retirement/Financial Planning

Other Courses

New Employees

Meet the Team

Directions


Pro 3 Series

The Pro3 Series is the University of Florida’s comprehensive training series for administrative professionals on campus. This page includes course descriptions and schedule information for the fall semester. For more detailed information about the series, please click here.

Academic Department Support Track

HR/Payroll Track

Fiscal Management Track

Personal Excellence Courses

Academic Department Support Track

Requirements:

Academic Department Support Track Core Course

PRO331 Privacy/FERPA Review

Wednesday, September 9, 1:30 to 5:00 p.m., HRS Building, Room 120
Tuesday, November 3, 8:30 a.m. to 12 noon, HRS Building, Room 120
Instructors: Susan Blair, Everall A. Peele

In this session, participants will be exposed to important information related to privacy at UF, including a review of FERPA—the Family Educational Rights and Privacy Act—also known as the Buckley Amendment. This session will seek to:

[top]

Academic Department Support Track Electives

PRO324 Supporting Tenure and Promotion Activities in your Department

Tuesday, September 1, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Janet Malphurs

This workshop is designed to increase administrative staff members’ understanding of the tenure/permanent status and promotion processes for faculty so that they may support those efforts more effectively. Workshop objectives include:

PRO325 Immigration 101: Student Regulations

Tuesday, October 13, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructors: Debra Anderson, Candice DeBose-Tyson

In this session, you will gain practical knowledge of immigration requirements and terminology related to assisting international students in attaining and maintaining legal status in the U.S. You will also develop working knowledge of the assistance and guidance available through the UF International Center.

Specific objectives of the class include:

PRO326 Effort Reporting Process at UF

Tuesday, September 29, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructor: Suzanne Sindledecker

This session provides a comprehensive overview of the different pieces of effort reporting at UF, including the Faculty Assignment Report, Instructor Workload, and Effort Tracking in myUFL.

PRO327 Grade-A-Gator Workshop

Wednesday, September 23, 1:30 to 3:00 p.m., HRS Building, Room 120
Instructor: Beckie Preston

Appropriate for both department as well as college-level grade coordinators, the Pro3 Grade-A-Gator course will discuss the role of the grade coordinator and will provide a demonstration of how to:

PRO328 Course Scheduling

Tuesday, October 20, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructor: Kathy Zemba

This Pro3 workshop will introduce key concepts surrounding course scheduling at the University of Florida. In this session, the schedule calendar will be discussed and an overview of relevant web screens will be provided. Additionally, participants will learn how to schedule classroom space, the final exam requirement, and instructors. Use of web-based templates also will be reviewed.

PRO329 Managing the Scholarship Process

Thursday, September 10, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Donna Kolb

The session aims to increase your understanding of scholarships available, the management and payment process, and our responsibility as stewards. We will specifically look at:

PRO330 Guide to Graduate Education

Monday, October 5, 1:30-4:30 p.m., HRS Building, Room 120
Instructors: Gann Enholm & Karen Bradley

This session is designed to increase your understanding of graduate education at UF. Specific topics of the class include:

[top]

HR/Payroll Track

Requirements:

HR/Payroll Track Core Courses

PRO313 Guide to OPS Employment for UF Administrators

Thursday, September 24, 9 a.m. to 12 noon, HRS Building, Room 120
Instructors: Donna Kolb and Melissa Curry

This workshop will discuss general OPS employment, student employment, and Academic OPS. Learn about the OPS hiring process and review other relevant policies and procedures, including “at will” employment, nepotism, workers’ and unemployment compensation, additional employment/lump sum payments, and FICA eligibility.

PRO314 Classification and Compensation Foundations

Thursday, October 1, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Mary Alice Albritton

The objective of this workshop is to increase your understanding of the university’s classification and compensation structure for UF staff, with emphasis on describing jobs accurately and understanding options that are available to ensure employees are classified and paid properly.

SCS040 Interviewing and Hiring

Also counts toward the Supervisory Challenge

Thursday, September 17, 1:30 to 4:30 p.m, HRS Building, Room 120
Instructor: Melissa Curry

Using group participation, interactive exercises, and a video presentation, “The Right Person for the Right Job” will show you how to take the guesswork out of hiring so that you can hire not just “an” employee, but “the right” employee. Get tips on screening and interviewing plus ways to make a good job/person match.

PST092 Posting Gator Jobs

Course involves the myUFL system

Thursday, November 5, 1:30 to 4:30 p.m., Health Science Center, C3-013
Instructor: Amber McCurry

Monday, September 21, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Daniel Faron
Monday, October 5, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Jenna Blythe
Tuesday, December 1, 9:00 a.m. to 12:00 noon, HRS Building, Room 119
Instructor: Daniel Faron

This hands-on session teaches participants to use GatorJobs to post position vacancies to the UF web site, review applicant pools, identify hires, and close candidate searches. The procedure for reclassifying and updating positions, the role of the recruiters from the Recruitment & Staffing office in candidate searches, the process for reposting positions, and best practices are also reviewed.

PST210 Hiring and Additional Pay

Course involves the myUFL system

Thursday, October 22, 9 a.m. to 12 noon, Health Science Center, C3-013
Instructor: Dawn Smith
Wednesday, September 16, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Dawn Smith
Wednesday, November 4, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Kate Burch
Thursday, August 13, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Kate Burch

This course gives participants an overview of electronic Personnel Action Forms (ePAF); walks participants through the process of completing hires for faculty, staff, fellowships, and OPS/students; and reviews how and when to provide additional pay (which includes non-wage payables and payments for non-resident aliens). This course is required to obtain the UF_EPAF_Department Admin role, which gives security to use ePAF.

PST220 Job/Position Actions

Course involves the myUFL system
elearning Course also available through e-Learning

Thursday, November 19, 9 a.m. to 12 noon, Health Science Center, C3-013
Instructor: Adia Rhodes
Tuesday, September 22, 9 a.m. to 12 noon, HRS Building, Room 119
Instructor: Desiree Williams
Tuesday, October 20, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Desiree Williams

Review how to complete position and job actions in myUFL using the position management tools under Organizational Development and electronic Personnel Action Forms (ePAF). An important follow-up workshop to PST210.

[top]

Other Personnel Actions

PRO316 Nonresident Alien Training/University Tax Services

Friday, September 4, 9 a.m. to 12 noon, HRS Building, Room 120
Instructors: Eric Davidson and J.A. Lopez

This session is designed to prepare departments involved with any type of monetary compensation for foreign nationals.  After attending, the goal is for participants to be able to move through the process of paying a foreign national efficiently and accurately – from organizing documentation to understanding the data for processing.  The session reviews key guidelines, required paperwork, and the approval process.

PRO317 An International Affair: Sponsorship of Foreign Nationals for Employment-Based Immigration Statuses

Thursday, October 15, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Yvette McKinney

The goal of this session is to help participants understand immigration statuses related to employment-based sponsorship and acquire practical knowledge of processes associated with sponsorship of foreign nationals for employment with the university.

The session will cover:

PRO318 Hiring Graduate Assistants and Fellows

Tuesday, September 8, 1:00 to 4:30 p.m., HRS Building, Room 120
Instructor: Phil Maggio and Judy Emery

Designed to increase participants’ understanding of the requirements (eligibility and paperwork), processes, and steps involved in hiring a Graduate Assistant or Pre- or Post-Doc Fellow. The session reviews requirements and paperwork, and discusses and demonstrates ePAF and the Letter of Appointment.

PRO319 Guide to Faculty Appointments, Recruitment, and Hiring for UF Administrators

Wednesday, September 30, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructors: Janet Malphurs, Elnora Mitchell

Faculty appointments and titles will be covered, including appointment status modifiers, administrative titles, and a brief explanation of the recruitment process. This workshop will address OPS, salaried, and courtesy faculty as well as post-doctoral associates.

PRO321 Workers’ Compensation and Other HR Issues

Wednesday, October 14, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructor: Kevin Clarke, Linda Dufran, Gloria Penrod

This workshop covers workers’ compensation, unemployment compensation, commercial drivers’ licenses, and drug testing to assist you in creating a safe and secure working environment for your department.

[top]

Payroll/Leave Grouping

PRO315 Advanced Topics in Payroll and Leave

Tuesday, November 17, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructors: Sonja Burns and Linda Orfield

This session reviews and discusses the university’s pay cycle and payroll calendar alongside various payroll/leave tools such as paylists, review paycheck and leave balances, and Payable Time Detail. Time reporting codes (TRCs) and earnings codes, adjustments, wage refund calculation requests, and leave processes/issues will be reviewed.

PRO320 UF Leave Policy

Tuesday, October 13, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Sonja Burns

Designed for payroll processors, department administrators, and supervisors, this session provides an in-depth review of UF leave policy and facilitates a better understanding of FMLA and extended leaves of absence.

PST081 Payroll Distributions

Course involves the myUFL system

Thursday, September 24, 9 a.m. to 12 noon, Health Science Center, C3-013
Thursday, October 22, 1:30 to 4:30 p.m., HRS Building, Room 119
Tuesday, November 3, 9:00 a.m. to 12:00 noon, HRS Building, Room 119
Wednesday, December 2, 9:00 a.m. to 12:00 noon, HRS Building, Room 119
Instructor: Susan Wilson

Designed for departmental staff responsible for their departments’ employee labor charges and cost allocations, this workshop covers how to navigate to UF Payroll Distributions—with opportunity to add and update a distribution.

PST110 Time and Labor

Course involves the myUFL system

Wednesday, September 9, 1:30 to 4:30 p.m., HRS Building, Room 119
Wednesday, October 21, 1:30 to 4:30 p.m., HRS Building, Room 119
Thursday, November 5, 9 a.m. to 12 noon, HRS Building, Room 119
Tuesday, December 1, 1:30 to 4:30 p.m., HRS Building, Room 119
Instructor: Jacqueline Howerton

Required for payroll processors and department administrators and recommended for all UF supervisors and managers, this interactive session reviews leave policy and practices. Other topics include time-worked rules, reporting time in myUFL, using Time and Labor tools, managing exceptions, and approving time.

[top]

Fiscal Management Track

Requirements:

Fiscal Management Track Core Courses

PRO302 The Color of Money: A Guide to How Moneys May Be Spent at UF

Thursday, September 17, 9 a.m. to 12 noon, HRS Building, Room 120
Wednesday, November 18, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructor: Mike McKee

This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of moneys may be spent. Participants will learn about “allowable expenditures” for each funding source and will practice applying the rules to ensure uniform and consistent application of associated directives.

PRO303 Internal Controls at UF

elearning Course also available through e-Learning

Wednesday, October 14, 9 a.m. to 12 noon, HRS Building, Room 120
Instructors: Brian Mikell and Gloria Sheffield

Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.

PRO304 Basic Accounting Concepts for UF Administrators

Tuesday, September 22, 9 a.m. to 12 noon, HRS Building, Room 120
Thursday, November 5, 1:30 to 4:30 p.m., HRS Building, Room 120
Instructor: Ted Griswold

This course will enable you to develop a basic understanding of the accounting structure, system, and concepts used to manage the financial transactions and flow of money at the university.

PST050 Budget and Commitment Control
Course involves the myUFL system

Wednesday, September 16, 8:30 a.m. to 12:00 noon, HRS Building, Room 119
Wednesday, October 7, 8:30 a.m. to 12:00 noon, HRS Building, Room 119
Wednesday, November 18, 8:30 a.m. to 12:00 noon, HRS Building, Room 119
Wednesday, December 16, 8:30 a.m. to 12:00 noon, HRS Building, Room 119
Instructor: Sheri Austin

Attend this workshop to learn about UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.

PST130 Departmental Reconciliation

Course involves the myUFL system

Tuesday, September 29, 1:30 to 5:00 p.m., HRS Building, Room 119
Instructor: Ted Griswold
Tuesday, October 20, 8:30 a.m to 12:00 noon, HRS Building, Room 119
Instructor: Brenda Harrell
Wednesday, November 18, 1:30 to 5:00 p.m., HRS Building, Room 119
Instructor: Ted Griswold
Friday, December 18, 8:30 a.m. to 12:00 noon, HRS Building, Room 119
Instructor: Ted Griswold

In this class we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.

[top]

Fiscal Management Track Electives

Other electives may be found listed under the myUFL Fiscal and Reporting courses

PRO305 Purchasing Policy - Purchasing 101

Thursday, September 17, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Thursday, October 8, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Thursday, November 12, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Thursday, December 10, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Instructor: Mary Ann Whitley

An introduction and overview of the purchasing policies, regulations, and statutes that govern purchasing at the university are provided in this workshop. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations, and tips for working with UF Purchasing.

PRO306 UF Travel Directives Workshop

Thursday, September 10, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Wednesday, October 7, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Wednesday, November 18, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Thursday, December 3, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Instructors: Brett Wallen and Dianna Brook

This workshop is designed for departmental representatives who perform travel-related duties. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question... “What is allowed to be claimed in accordance with the UF Travel Directives?”

PRO323 Post-Award Overview at UF

Friday, October 2, 9 a.m. to 12 noon, HRS Building, Room 120
Instructors: Brian Sevier, Tonya Lewis, Kat Carter-Finn, Lisa Yates

The three “core” post-award (contract and grant) offices at UF have created this course to provide an overview of the “Post Award” area within research administration. Key areas of responsibility will be explored so that faculty, department administrators, and other key research personnel will understand how these offices serve them in managing the sponsored program portfolio. This class is a prerequisite for PRO334.

PRO334 Budget Management for Sponsored Programs

Friday, October 30, 9 a.m. to 12 noon, HRS Building, Room 120
Instructors:  Tiffany Schmidt, Jeffrey Cheek, Cory Spence-Thomas, and Kayla Moore

Prerequisite to attend: PRO323.  This course provides a detailed review of the information that department administrators and faculty need to appropriately manage their sponsored program funds.  Participants will explore rules/regulations, modifiers impacting direct and indirect costs including the use of budget codes in PeopleSoft,  the impact of Level 3 and Level 5 in Commitment Control, budget transfers, and expense monitoring and reconciliation.

[top]

Personal Excellence Courses

These Personal Excellence courses are required for all three certifications.

PRO301 UF 101: What Every Employee Should Know About the University of Florida

Wednesday, September 16, 9 a.m. to 12 noon, HRS Building, Room 120
Thursday, October 22, 1:30 to 4:30 p.m., HRS Building, Room 120
Thursday, November 5, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Tanya Fitzgerald/Jodi Gentry

This workshop is designed to increase institutional awareness so that employees new to UF may be more effective in their jobs as they navigate the complexities of our large university and serve as resources for others. This workshop reviews UF’s overall organizational structure, its managerial structure, and other relevant university relationships.

PRO307 Problem Solving in the Workplace

Wednesday, September 16, 1:00 to 4:30 p.m., HRS Building, Room 120
Wednesday, November 18, 8:30 a.m. to 12 noon, HRS Building, Room 120
Thursday, December 3, 8:30 a.m. to 12 noon, HRS Building, Room 120
Instructor: Ralph Taylor

Participants will focus on developing their ability to tackle workplace problems by using a logical, systematic approach that builds on their own strengths. Focus will be on ways participants can cultivate their abilities to evaluate options and implement solutions considering a range of information using the Myers-Briggs Type Indicator.

SCS010 HR 101: A Practical Guide to Fair and Legal Supervision

Also counts toward the Supervisory Challenge

Tuesday, September 15, 9 a.m. to 12 noon, HRS Building, Room 120
Thursday, October 8, 1:30 to 4:30 p.m., HRS Building, Room 120
Tuesday, November 17, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor:  Kim Czaplewski

Explore the legal side of supervisory decision-making by examining how federal laws affect employment decisions, what you can and can’t ask applicants and employees, and UF policies and procedures.

SCS060 Relationship Strategies

Also counts toward the Supervisory Challenge

Tuesday, September 15, 1:30 to 4:30 p.m., HRS Building, Room 120
Wednesday, October 21, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor:  Ronda Mitchell

This workshop offers guidelines for understanding and adjusting to the differences in people through behavior observation.

GET050 Achieving Results

Thursday, October 8, 9 a.m. to 12 noon, HRS Building, Room 120
Thursday, November 19, 9 a.m. to 12 noon, HRS Building, Room 120
Instructor: Bob Parks

This session focuses on a key workplace skill—identifying and achieving desired results. You will learn to identify clearly what you want and define your priorities; explore methods for persisting in the face of challenges; create clear goals; and develop a strategy that leads to accomplishment of your goals.

[top]