Employee Certification Course Description

Employee Certification Course Description

2018 Summer Course Description. You may also download the course catalog.

Register for a course

Budget


BDGT-101 Introduction to Budgets - Understanding Your Budget
Prerequisites: ACCT101, BANR-101
Delivery Method: P Presenter / In Person
Frequency: As Scheduled
Session Length: 2 hours
Test-Out: Available for Current Administrative Staff / New employees are required to attend

Learn the skills necessary to utilize the Banner Finance Self-Serve module to monitor and
maintain your budget. Topics will include reading and understanding the budget data on
Banner, reading and understanding the Budget Status (BUDSTAT) Report and the NSF Report.

BDGT-303 Banner Position Control
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 2 hours
Test-Out: Available for Current Administrative Staff / New employees are required to attend

Ever wonder how to query for position related data in Banner HR? This class is an in-depth look at how to search for position related data. Find out who was paid in a position, how much they were paid, where the payment was charged and utilization of UNCSA’s Position Control Database.

Microsoft Excel

EXCL-201 10 Tips and Tricks for Data Analysis
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 1.5 hours
Test-Out: Not Available

Learn about the functionality of Excel in relation to Data Analysis and utilize it for gathering data, showing trends, etc. in the day-to-day operation of your offices / schools. Computers will be used by the participants during the training to reinforce the skills being covered.

EXCL-301 AP- Excel Pivot Table Boot Camp
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 3 hours
Test-Out: Not Available

An in-depth hands-on course to show the use and benefits of using Pivot Tables as a way of
data analysis. The course will cover the use of raw data and show participants how to filter, sort and group your data and present your findings in pivot charts, etc. Participants should have a good understanding of Excel basics to gain the most from this course.

Finance


FNCE-102 Financial Services' Policies
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 2 hours
Test-Out: Not Available


In this introductory course, you will be exposed to the policies and procedures observed by Finance Departments within the University. You will be shown how to locate these policies and procedures and the basis for them in day-to-day financial activities. Policies and procedures will be covered for Accounting, Budget, and Purchasing transactions.

Purchasing


PURC-101 Purchasing Processes I
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 2 hours
Test-Out: Available for Current Administrative Staff / New employees are required to attend

Do you know the rules for purchasing goods and services? Want to learn the differences between Requisitions and Purchase Orders? Do you know how and when to use check requests and State Term Contracts, UNC System Office Contracts and University Contracts for goods and services in general? This course is a must for anyone who is responsible for purchasing. This course will serve as an introduction to Purchasing policy and procedures as well as a brief explanation of the option to use a purchasing VISA card for small purchases.

PURC-201 Purchasing Processes II
Prerequisites: PURC-101
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 2 hours
Test-Out: Available for Current Administrative Staff / New employees are required to attend

So you’ve attended Purchasing Processes I and have a basic understanding of procurement, but do you know when purchases have to be bid? Do you know when and how you can justify a sole source or brand specific bid? This course continues with the rules and regulations as they relate
to Procurement and shares details associated with competition.

PURC-202 P-Card for Card Holders
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: Available 24/7 On-Line or by Appointment with Presenter
Session Length: 2 hours
Test-Out: Available for Current Administrative Staff / New cardholders are required to attend

This is a detailed class that will grant the attendee the right to use a UNCSA Purchasing VISA Card; a payment tool for small purchases. The class will outline the cardholder responsibilities and summarize Purchasing Card policies and procedures as well as emphasizing the critical nature of compliance. This class also evaluates allowable and non-allowable purchases and explains the use of merchant category codes. In order to receive a Purchasing Card, completion of this class is mandatory. A cardholder set up form is required prior to being set up for this class. The form can be found on the University website under Purchasing Forms.

PURC-203 P-Card for Card Coordinators
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 2.0 hours
Test-Out: Available for Current Administrative Staff / New employees will be required to attend

What is a card coordinator and what role do they play in the credit card process? This is a detailed class that will explain the role, responsibilities, policies and procedures that a card coordinator must understand. There will be a thorough examination of the WORKs application and the reconciliation procedure. Thorough review of the statement procedures and all deadlines surrounding reconciliation and submission of statements to the Purchasing Office will be covered. Completion of this course is mandatory to be designated as a card coordinator.

Supervisor Training

SUPR-101 New Supervisor Training
Prerequisites: None
Delivery Method: Presenter / In Person
Frequency: As Scheduled
Session Length: 1.5 hours
Test-Out: Not Available
This course is designed as an overview of the five basic responsibilities of all supervisors and the tasks associated with each responsibility. The participants will gain a better understanding of interactions with employees, leading a workforce and self-development.

Register for a course