2015 Professional Development Catalog...the 2015-16 fiscal year and comprise three workshops: BMC Human Resources (HR) Foundation; BMC Financial & Business Services Foundation; and

2015 Professional Development Catalog

Human Resources Learning & Organizational Development

Learning and Organizational Development ~ 2015 Page 2

SKILLPORT REWARDS – EARN THEM!

All permanent Staff and Faculty are eligible to earn rewards for completing Skillport online training courses between January 2 and December 31, 2015. You can claim your reward* by visiting the Learning and Development Skillport home (link below) and following the link with directions to “Claim My Reward”.

http://hr.uncc.edu/professional-development/online-training/skillport/skillport

Acrylic Cup = 1 Skillport

Course

Lunch Bag = 3 Skillport

Courses

Laptop Bag = 5 Skillport

Courses

Padfolio = 8 Skillport

Courses

*While supplies last – limited availability This rewards program applies to courses completed between January 2nd and December 31st,

2015. All Skillport courses must be at least 1 hour to qualify for rewards.



Table of Contents

Skillport Rewards – Earn Them! ............................................................................................. 2

General Information .............................................................................................................. 7

How to Register ....................................................................................................................... 7

Supervisory Approval ............................................................................................................... 8

Special Accommodations ......................................................................................................... 8

Confirmation ............................................................................................................................ 8

Cancellation ............................................................................................................................. 8

Accessing Your Training Transcript .......................................................................................... 8

Contact Us................................................................................................................................ 9

Certificate Programs ............................................................................................................ 11

ASPIRE .................................................................................................................................... 11

Business Manager Certification Program—BMC ................................................................... 12

Certificate Program in Grants and Contracts Administration ............................................... 13

Leadership Enhancement and Development—LEAD ............................................................ 15

The Leadership Experience .................................................................................................... 17

Professional Administrative Certification—PAC .................................................................... 18

Universal Design: Document and Web Access ...................................................................... 19

Workshops for ALL Staff and Faculty .................................................................................... 21

Budget: Understanding Your General Fund .......................................................................... 21

Business Communications Writing Class ............................................................................... 21

Business Writing Basics NEW! ............................................................................................... 22

Conducting a Controls Self-Assessment (CSA) NEW! ............................................................ 22

Complex Payments and Tax Guidance .................................................................................. 23

Conference Planning at UNC Charlotte ................................................................................. 24

Conflict Management & Resolution ...................................................................................... 24

Consumer Scams and Identity Theft ..................................................................................... 25

Delivering Homerun Service .................................................................................................. 26

Disability, Diversity & Work ................................................................................................... 26

Eat Smart, Move More, Weigh Less – Online Sessions ......................................................... 27

Eat Smart, Move More, Weigh Less – Classroom Sessions ................................................... 29

Faculty Electronic Personnel Action Form (EPAF) Process .................................................... 30


E-mail Essentials for Business NEW!...................................................................................... 30

Employment and Payment of Non-Residents ....................................................................... 31

EPA Faculty Recruitment and Hiring ...................................................................................... 32

EPA Adjunct/Part – Time Faculty Hiring Procedures and Guidelines NEW! ......................... 32

EPA Staff Recruitment and Hiring UPDATED! ........................................................................ 33

Essentials of Departmental Financial Management .............................................................. 34

Ethics in the Workplace ......................................................................................................... 35

Facilities Management Services ............................................................................................ 35

FMLA Leave and More: An Overview of Legally Protected Leave ......................................... 35

Financial Balance ................................................................................................................... 36

Fixed Assets ........................................................................................................................... 36

Fraud Awareness ................................................................................................................... 37

Internal Auditing Issues ......................................................................................................... 37

Interpersonal Communications: Relate or Negate ................................................................ 38

Leading at the Speed of Trust ................................................................................................ 39

Mail and Package Services/Copy Center – What’s New? ...................................................... 40

Making Meetings Work ......................................................................................................... 40

Materials Management & Accounts Payable 101 ................................................................. 41

Mixing the FIVE Generations ................................................................................................. 42

Paying for Travel at UNC Charlotte........................................................................................ 42

Problem Solving and Brainstorming ...................................................................................... 43

Quality Conversations ............................................................................................................ 43

Religion in the Workplace...................................................................................................... 44

Purchasing 201: The Competitive Solicitation Process ............ Error! Bookmark not defined.

Seven Habits of Highly Effective People ................................................................................ 45

Solving the Puzzle of Endowments ........................................................................................ 46

SPA Staff Recruitment and Hiring .......................................................................................... 47

Stress Management Essentials .............................................................................................. 47

Student Hiring Coordinator ................................................................................................... 48

Strategic Goals & Key Performance Indicators (KPIs) ........................................................... 49

Take Charge: Personal Defensive Action NEW! .................................................................... 50

Temporary Staff Hiring Workshop ......................................................................................... 51

The Dynamic Team ................................................................................................................ 52


The Many Faces of Auxiliary Services .................................................................................... 53

Understanding and Embracing Change ................................................................................. 53

Utilizing Your Educational Perks ............................................................................................ 54

Why Diversity Matters ........................................................................................................... 54

Workshops for Supervisors and Managers ........................................................................... 55

Equal Employment Opportunity Institute (EEOI) .................................................................. 55

Fair Labor Standards Act (FLSA) ............................................................................................. 56

Handling a Difficult Discussion .............................................................................................. 57

Salary Administration ............................................................................................................ 57

Taking Charge of Change ....................................................................................................... 58

Targeted Selection ................................................................................................................. 59

The Face in the Mirror ........................................................................................................... 60

Workers’ Compensation Training for New Supervisors NEW! .............................................. 60

Workers’ Compensation Training Refresher for Supervisors NEW! ..................................... 61

E-Learning ........................................................................................................................... 63

Skillport Online .......................................................................................................................... 63

Leadership Advantage ........................................................................................................... 64

Administrative Support ......................................................................................................... 64

Business Analysis ................................................................................................................... 64

Business Law .......................................................................................................................... 64

Communication ..................................................................................................................... 64

Consulting Skills ..................................................................................................................... 65

Customer Service ................................................................................................................... 65

E-Learning .............................................................................................................................. 65

Finance and Accounting ........................................................................................................ 65

Foundation Skills .................................................................................................................... 65

Human Resources .................................................................................................................. 66

Industry Foundations ............................................................................................................. 66

Leadership ............................................................................................................................. 66

Knowledge Management ...................................................................................................... 66

Management ......................................................................................................................... 67

Marketing .............................................................................................................................. 67

Microsoft Office ..................................................................................................................... 67


Operations ............................................................................................................................. 67

Professional Development .................................................................................................... 68

Project Management ............................................................................................................. 68

Program/Portfolio Management ........................................................................................... 68

Sales ....................................................................................................................................... 68

Strategic Planning .................................................................................................................. 69

Team Building ........................................................................................................................ 69

Admin Forum ...................................................................................................................... 71

What is the Admin Forum? .................................................................................................... 71

The State Personnel Development Center ............................................................................ 73

Frontline Leadership .............................................................................................................. 73

NC Certificate in Public Supervision (CPS) ............................................................................. 73

NC Certified Public Manager Program (CPM)........................................................................ 73

NC Certified Training Specialist Program (CTS) ..................................................................... 73

Learning and Development Locations .................................................................................. 75


GENERAL INFORMATION

Learning and Development Center Locations

Foundation Building 112 - Building 71

Colvard North 5092 - Building 32

How to Register

Learning and Organizational Development workshops are open to all Permanent UNC Charlotte Employees (Staff and Faculty, EPA and SPA). Temporary Employees may attend workshops:

when seats are available 24 hours prior to the class,

with their supervisor’s permission

in the categories of All Faculty & Staff, and Employee Health and Wellness Lunch & Learns. However, Certificate Programs, workshops for Supervisors & Managers, as well

as those noted with an * in the course description are not available.

If you are a Temporary Employee and are interested in participating in one of our workshops, please contact Learning and Organizational Development directly at [email protected].

To register online

1. Access http://hr.uncc.edu/ 2. Select Learning and Development (left navigation sidebar) 3. Select 2015 Registration

Foundation Building 71

Colvard 5092 – Building 32

mailto:[email protected]

http://hr.uncc.edu/


Supervisory Approval

Submitting your registration for a training workshop indicates that you have permission from your supervisor to attend professional development training.

Special Accommodations

Any participant requiring special accommodations to attend a Learning and Development workshop should contact our office at extension 7-0665 for arrangements.

Confirmation

Registrants will receive notice of either “confirmation or wait-listed” prior to the workshop date. Your Supervisor will also be notified of your registration.

Cancellation

There is often a wait list due to increased demand for these workshops. If you cannot attend the session(s) you have registered for, please log in and use the My Registration page to cancel. Cancellations will be cutoff 12 hours prior to class start time.

Failure to adhere to the cancelation procedure could result in a course fee being assessed to your department.

Accessing Your Training Transcript

Employees can view and print their Learning and Development transcript of workshops attended. To view individual transcripts you may access either the Banner Self Service website or 49erExpress. Here are the steps:

1. Access http://www.uncc.edu/ 2. Select Faculty & Staff 3. Select Banner Self Service 4. Log in and select the Employee tab 5. Select the Human Resources Training Courses Completed

OR

1. Access http://www.uncc.edu/ 2. Click 49er Express and log in 3. Select the Banner Self Service link 4. Select the Employee tab 5. Select the Human Resources Training Courses Completed

http://www.uncc.edu/

http://www.uncc.edu/


Contact Us

Learning and Organizational Development

Human Resources - King Building, Room 222

The University of North Carolina at Charlotte

9201 University City Boulevard

Charlotte, North Carolina 28223-0001

Learning & Development Manager: Alyson Ebaugh [email protected] Phone: 704-687-0665 Fax: 704-687-5256

Learning & Development Specialist: Kathy Hurst [email protected] Phone: 704-687-0664 Fax: 704-687-5256

Learning & Development Specialist: Jules Keith-Le [email protected] Phone: 704-687-0663 Fax: 704-687-5256

Your feedback will help us improve our services! Please email us at: [email protected]

Learning and Organizational Development Team







CERTIFICATE PROGRAMS

ASPIRE

Purpose

ASPIRE is a professional development program for employees whose goal is to move into a leadership role and enhances the employee’s knowledge of university policies, state regulations, communication and leadership skills.

Requirements

NEW REQUIREMENT – The registered employee’s supervisor must complete the ASPIRE Enrollment Approval Form in order for the employee to attend. This is a 21-hour program intended for Non-Supervisory Employees. All sessions must be attended to receive credit for the program.

Topics Covered

Time & Attendance, Performance Management & Appraisal, Feedback & Communication, Discipline & Grievance, EEO, Diversity, Unlawful Workplace Harassment, Safe Workplace Program, Disability Awareness, Demystifying EPA, Getting Started as a New Leader

Spring 2015 ASPIRE Session

Dates: Three Thursdays, April 2nd, April 9th, April 16th, 2015, 8:30 pm – 4:30 pm

Coordinator: Jules Keith-Le, Learning and Development

Location: Foundation Building, Room 112

Fall 2015 ASPIRE Session

Dates: Three Thursdays, October 8th, 15th, and 22nd , 2015, 8:30 pm – 4:30 pm

Coordinator: Jules Keith-Le, Learning and Development


Not all graduates are photographed.


Business Manager Certification Program—BMC

Intended Audience

All University Business Managers, i.e., those whose job duties include: administering and managing the financial affairs of their department; managing financial resources that may be state appropriated, grant or contract funded, and/or receipt generated; performing a wide range of financial and business related duties as they relate to a multifaceted department, including accounting, budgeting, and financial analysis via Banner Finance and other University financial reporting systems.

Purpose

Provide business managers with a solid understanding of UNC Charlotte’s policies and procedures and equip them with the skillset needed to conduct University business effectively and efficiently.

Strengthen the depth and quality of business managers within departments and units across campus through a curriculum of courses available at UNC Charlotte that will help establish a foundation of essential, relevant, and practical business-related knowledge.

Goal Work smarter, not harder!

Orientation Session

This initial information session will kick off the Business Manager Certification (BMC) Program, which began as a pilot program in fiscal year 2013-14, for the third class of program participants. This new professional development program is targeted for individuals who lead business operations within the University’s colleges and departments. The program will span the 2015-16 fiscal year and comprise three workshops: BMC Human Resources (HR) Foundation; BMC Financial & Business Services Foundation; and the BMC Capstone. For more information, contact Alicia Bartosch (7-0950) or Phil Maher (7-5781).

Date: Fall 2015 TBD

Presenter: Laura Williams, Controller’s Office


Registration: Invite only based on applications – more information at: http://finance.uncc.edu/resources/training-materials/business-manager-certification-bmc-program

http://finance.uncc.edu/resources/training-materials/business-manager-certification-bmc-program

http://finance.uncc.edu/resources/training-materials/business-manager-certification-bmc-program


Certificate Program in Grants and Contracts Administration

Intended Audience

The Certificate Program in Grants and Contracts Administration is intended for staff in academic departments (or similar units) whose job responsibilities include providing financial and administrative support for grants and contracts to Principal Investigators, Department Chairs, and others.

Purpose

The Certificate provides core knowledge about grants and contracts in general, and about the administration of grants and contracts at UNC Charlotte in particular. The Certificate is especially useful for staff new to grants and contracts administration at the department level. This includes:

New UNC Charlotte staff employed in departments that manage and administer grants and contracts

Existing UNC Charlotte staff whose departments anticipate that they will have grants and contracts to manage and administer in the future

UNC Charlotte staff who wish to prepare themselves for employment in departments that manage and administer grants and contracts*

Length

This is a 28-hour certificate program with sessions offered in both fall and spring of the academic year.

Requirements

Attend and participate in all eight sessions of the Certificate Program Complete an evaluation of each session Achieve a “satisfactory” score on each of the Learning Assessments administered as

part of the Program

Orientation and Selection for Fall 2015 – Spring 2015 Session

Date: Wednesday, September 9, 2015, 3:00 pm – 5:00 pm

Presenter: Ellen Zavala, Office of Research Services and Outreach


*Program participants are selected by Ellen Zavala and employees with current job responsibilities working with grants and contracts may be given preference.


Certificate Prerequisites

Banner: Moodle Banner Finance Training Budget: Understanding Your General Fund Employment and Payment of Non-Resident Aliens EPA Staff Recruitment and Hiring Fixed Assets Hiring Procedures for Employing Students Materials Management and Accounts Payable 101 Travel and Complex Payments – Parts I and II

Dates/Times and Locations

Certificate program consists of 8 sessions over 2 semesters All sessions meet from 8:30 am - 12:00 pm at the Foundation Bldg. Room 112

Session Session Description

1 Introduction to Research Administration, Pre-Award Overview and Developing a Proposal

2 Computer lab training on the functions of NORM and shared Research drive

3 Negotiations and Contracting, Sub-Contracting, Data Security, Materials Transfer and Confidentiality Agreements, Intellectual Property and Conflicts of Interest

4 Research Compliance, IRB, IACUC, Biosafety, Conflicts of Interest, Export Controls 5 Getting started in Post-Award: Roles and responsibilities of key players in post-award

administration. Grant terms and other programmatic post-award administration. Regulatory framework, sources of guidance, and final authority/accountability. Employing Postdoctoral fellows. Problematic costs (e.g. travel – including student travel, equipment, scholarships). Sub-Award issues. Paying tuition and fees, participant stipends, subject incentive fees, etc.

6 An overview of 2 CFR 215 (OMB Circular A-110) and 2 CFR 220 (OMB Circular A-21) monitoring grant budgets for personnel and non-personnel payments and reconciling to Banner, budget revisions, cost transfers and cost overruns.

7 Charging salary to sponsored projects. Release time and impact on state budget. Special payments (including summer salary) to EPA faculty. Payroll cost transfers. Effort reporting and certification (including Maximus)

8 Drilling down into Banner, financial reporting, project close-outs, record retention, and most common audit problems related to sponsored projects

Session Date Time Location

Orientation 9/9/15 3:00pm – 5:00pm Foundation Bldg. Room 112

1 9/30/15 8:00am – 12:00pm Foundation Bldg. Room 112









Leadership Enhancement and Development—LEAD

Intended Audience

LEAD is the first tier of required training provided to supervisors of SPA personnel.

Purpose

A public university is a unique environment. Being a front line leader requires a thorough understanding of the university’s environment, protocols, traditions, and unique vernacular. LEAD is structured to introduce managers to subject matter experts from each critical operating area. A key advantage of LEAD is the opportunity to network with other university leaders.

Selection

Program participants are invited to attend based on eligibility.

SPRING 2015 LEAD Session

Week 1 Thursday, 2/5/2015 8:30 am – 4:30 pm

Safety, Time & Attendance, FMLA and Conflict Resolution,

Week 2 Thursday, 2/12/2015

8:30 am – 4:30 pm EEO, Diversity, Salary Administration, and Performance

Management


8:30 am – 4:30 pm

Workplace Violence Prevention, Unlawful Workplace Harassment, Behavioral Interviewing and Diagnosing

Performance


8:30 am – 4:30 pm Coaching for Performance, Disciplinary Action and Grievance

Location Foundation Building Room 112

SUMMER 2015 LEAD Session

Week 1 Thursday, 6/4/2015 8:30 am – 4:30 pm Safety, Time & Attendance, FMLA and Conflict Resolution,


EEO, Diversity, Salary Administration, and Performance Management



Performance


Coaching for Performance, Disciplinary Action and Grievance



FALL 2015 LEAD Session

Week 1 Thursday, 9/3/2015 8:30 am – 4:30 pm Safety, Time & Attendance, FMLA and Conflict Resolution,


EEO, Diversity, Salary Administration, and Performance Management



Performance


Coaching for Performance, Disciplinary Action and Grievance


2014 LEAD Graduates

February ‘14 June ‘14 Sept. ‘14 Allen, Angela B. Anderson, Troy L. Baer, Melissa J. Baldwin, Lamont Barnett, Denise M.

Brillante, Fred Burch, Heather R. Burden, Adam N.

Coleman, David A. Dadio, Domenic F.

Diaz, Rose B. Elshayeb, Tarek A. Gant, Stanley Gaymon, Marilyn M. Gilliard, Tyronne M. Hayes, Glen M.

Hypes, Shelly Joyce, Rachelle Kennedy, Walter

Lamb, Lou Ann L. LaCross, Paula Matesich, Joseph S. McKinney, Charles G.

Meier, Jeffrey J. Otis, Stephanie Reichard, Sharon

Tabone, David P.

Bridges, Patricia Burris, Darla

Johansen, Jane Kohl, Kristine McMahon, Carrie

Calloway, Cindy P.

Cherwon, Vicki Cook, Althea G. Costello, Bill

Coulter, Betty Ervin, Robert L.

Hertel, Joshua J.

Moose, Robin C.

Pierce, Charles Ryerson, Crystal W.

Siracusa, Jessica C. Smith, Antonio M.

Smith, Matthew Smucler, Anthony Taylor, Paul A. Thomas, Brian

Walczyk, James J. Walter, Mark

Welsh, Mary Williams, Bernadette A.

Alvarez Ana Bates, Christopher Blan, Hussam Blanchette, Christopher M.

Boger, Jonathan L.

Byrd, Scott M. Clark, Gregory T. Cline, John Connors, Helena

Derrick, J. Scott Dodd, Vanessa Elshayeb, Tarek Facente, Christopher J.

Guyer, Regina Johnson, Keith A.

Moore, Michael Ortiz, Angela C. Romary, Karyn K.

Sykes, Christy Whalen, Margaret


The Leadership Experience

Program Overview

The Leadership Experience is designed to enhance leadership skills. Participants will gain an

understanding of the differences between leadership and management, how to clarify

expectations, influence people, make fact based decisions, and build relationships based on

trust and mutual respect. The program encourages accountability on two fronts:

Attendees must commit to the full semester schedule and participate in a team project Manager partner with program participants to provide support

*Potential participants must supervise at least one direct report

For more information on this program please contact:

[email protected]

mailto:[email protected]?subject=The%20Leadership%20Experience


Professional Administrative Certification—PAC

Intended Audience

This program is open to full or part-time permanent employees whose primary duties include administrative support to Senior Administrators, Deans, Departmental Chairs, and Department Heads.

Purpose

PAC was developed to strengthen the depth and quality of administrative staff support to department and unit managers. The program provides participants with a strong understanding of UNC Charlotte’s policies and procedures.

Length

Participants have two years to complete the program. Cohorts will be formed in December of each year and a maximum of 20 participants will be accepted into a cohort each year.

Requirements

Attend “Core” group of required workshops that provides the knowledge needed to become a well-informed support person

Complete a minimum of 5 hours of approved computer software training in the following Microsoft Office programs: Access, Excel, Word, PowerPoint, and Outlook

Open-note evaluation will be given once all requirements are complete

Credit may be given for a required workshop taken during a specified look-back period.

PAC Orientation

Employees interested in joining the 2016 PAC Cohort must attend the introductory orientation – no exceptions.

Date: Wednesday, Dec. 9th, 2015, 1:00 pm – 2:30 pm

Presenter: Jules Keith-Le, Learning and Development



Universal Design: Document and Web Access

Purpose

This certificate program will offer an understanding of the importance of Universal Design (UD) and how to build content that is universally accessible. An overview of common disabilities and strategies used to mediate barriers to access will be included. The program explains how to make materials universally designed to ensure access by the broadest range of individual needs. With the completion of this certificate you will have a better understanding of Universal Design and disability. You will be able to make your content universally designed, so that it is more accessible, more readable, and more usable for the widest number of individuals. Moreover, the program will provide information that helps you build accessible web content.

Topics Covered

This certificate program is divided into 2 three-hour sessions covering four topics, they are:

1. Understanding Universal Design (UD) and Disability 2. Standard Assistive Technology (AT) at UNC Charlotte, and Web Accessibility 3. Building Accessible MS Word Documents and MS PowerPoint Slides 4. How to Build Accessible PDF Files

The first session will explain universal design (UD) and discuss the importance of using this approach to ensure access for individuals on and off campus. Also discussed is the necessity of a UD perspective in the context of disability, the different types of disability and how accommodations, such as assistive technology, mediate the barriers to access. This session will also introduce the assistive technology commonly used on campus and how the AT intersects with Campus Information Technology. Moreover, an overview of web accessibility and Moodle accessibility is covered. The second session focuses on how to make MS Word documents and MS PowerPoint slides accessible. It will also review how to add Alternative Text to graphic content, how the use of styles contributes to the document and how to create accessible tables. This session also concentrates on how to make PDF files accessible. It will provide an understanding of PDF files, where they come from, which one is more accessible, and how to make them accessible.


Spring 2015Universal Design Certificate Program

Audience: All Staff and Faculty

Dates: Two Mondays, February 2nd and 9th 2015 , 1:00 pm – 4:00 pm

Presenters: Katie Montie & Khaleel Eksheir, Office of Disability Services

Location: College of Education 007 LAB

Summer 2015 Universal Design Certificate Program


Dates: Two Mondays, June 1st & 8th, 2015, 9:00 am – 12:00 pm



Fall 2015 Universal Design Certificate Program


Dates: Two Mondays, Oct. 19th & 26th, 2015, 1:00 pm – 4:00 pm




WORKSHOPS FOR ALL STAFF AND FACULTY

Budget: Understanding Your General Fund

This training workshop is for employees who are new to the responsibility of monitoring General Fund (state) budgets. It is also for those who wish to refresh their knowledge. Topics covered include:

Definition of the General Fund The budget process for both the State and the University How to make budget revisions Explanation of budget pools Budget Office contacts


Dates: Tuesday, 2/17/2015, 9:00 am – 11:00 am

Presenter: Ken Smith, Carrie Smith, Financial Services

Location: Colvard North 5092



Presenter: Ken Smith, Carrie Smith, Financial Services


Business Communications Writing Class

Participants learn ways to make letters, memos, and emails more usable and accurate. You learn a simple organizing pattern as well as strategies to help readers focus on important information. Some helpful suggestions are offered regarding the most common grammar mistakes made in typical documents.


Dates: *TWO DAY WORKSHOP Wednesday, 1/21/2015, 9:00 am – 12:00 pm and Friday, 1/23/2015 9:00 am – 12:00 pm

Presenter: Melodye Gordon, English Department



Business Writing Basics NEW!

Know Your Readers and Your Purpose

How to Write Clearly and Concisely

Editing and Proofreading These SkillPort modules detail recommended methods for preparing business documentation.

They can be accessed at: https://ninernet.uncc.edu/tools/skillport/

Conducting a Controls Self-Assessment (CSA) NEW!

Are you interested in being more organized and completing tasks more efficiently, but you’re not sure where to start? Do you wonder if you are really doing things the way you should be doing them? Have you been to the Internal Audit classes and thought that you might want to work on that control self-assessment, but just been a little overwhelmed when it came to completing it? This workshop will help! Together we will learn what a CSA is and walk through the CSA process with a model department. We will use the Control Self-Assessment guide found on the internal audit website. When we are done, you will be able to conduct a CSA in your own department!


Dates: Thursday, 3/5/2015, 9:00 AM – 11:30 AM

Presenter: Tara Pritchett, Tom York, Internal Audit



Dates: Tuesday, 10/13/2015, 2:00 PM – 4:00 PM

Presenter: Tara Pritchett, Tom York, Internal Audit


https://ninernet.uncc.edu/tools/skillport/


Complex Payments and Tax Guidance

*Formerly Travel and Complex Payments Part 2

This workshop answers the questions: “What is a complex payment and how do I process it properly?” It covers:

Unique payment types for processing Tax implications of some payments How to correctly code and process payment types How to properly classify payments for services Contractor vs. employee determination How to gross up a payment How to differentiate and process honorariums, stipends, and scholarships Rules for food purchases The many OSBM and tax requirements that must be met by these types of unique

“complex” payments


Dates: Wednesday, 2/18/2015, 1:00 pm – 4:00 pm

Presenter: Julie Hughes & Megan Hauser, Travel Department



Dates: Tuesday, 8/18/2015, 9:00 am – 12:00 pm

Presenter: Julie Hughes & Megan Hauser, Travel Department



Conference Planning at UNC Charlotte

There are a myriad of policies, procedures and guidelines to be aware of when coordinating the details of a conference. This workshop, hosted by the Conferences, Reservations, and Event Services Department, will review University and conference policies regarding the use of space on campus. Valuable tips are provided to guide you in planning and execution. The success of your event may depend upon your attendance in this workshop!



Presenter: Heather Cook, Conference Services




Presenter: Heather Cook, Conference Services


Conflict Management & Resolution

Misunderstandings in the workplace sometimes cause conflict among employees. What do you do then? This new workshop introduces the four-step C.A.L.M. model, an effective approach to addressing workplace conflict. Participants learn:

How conflict develops How conflict affects the workplace How to resolve most conflicts on their own

The C.A.L.M. model helps employees analyze, discuss, and resolve conflicts in a cooperative and respectful manner.


Dates: Tuesday, 5/12/2015, 2:00 pm – 4:30 pm

Presenter: Kathy Hurst, Learning and Development



Consumer Scams and Identity Theft

This workshop is offered by the State Employees Credit Union and will go over what types of consumer scams currently exist. Examples of scams that are active now will be given. Topics that will be covered include:

How to protect yourself from scams and fraud How to protect your personal information What steps to take to keep from being caught up in a scam/fraud What to do if you are compromised by a scam/fraud

UNC Charlotte Financial Services will also give a quick overview of:

“Red Flags Rule”, the University’s Identity Theft Prevention Plan, and where to go for other resources

Detecting, preventing, and mitigating identity theft at the University in the course of your job duties


Dates: Thursday, 1/29/15, 9:00 am – 11:30 am

Presenter: Jane Fisher, State Employees Credit Union & Phil Maher, Financial Services



Dates: Thursday, 7/16/14, NEW DATE: Thursday September 3rd 9:00 am – 11:30 am

Presenter: Jane Fisher, State Employees Credit Union & Phil Maher, Financial Services



Delivering Homerun Service

What do customers have in common with oranges? When a customer takes off and spirals into a cycle of out-of-control emotions, what should I do? Who are my internal customers and how do I enhance my partnership with them? Come to this fun, engaging and thought provoking workshop to define what customer service looks like for your team, review principles of Active Listening and explore ways to cycle through a customer’s Emotional Curve.


Dates: Thursday, 1/29/2015, 2:00 pm – 4:30 pm







Disability, Diversity & Work

This workshop will dispel myths and stereotypes about individuals with disabilities and will foster the understanding of disability as a component of a diverse community. The workshop will also identify best practices for addressing disability issues in the workplace. Individuals will be engaged through participation in discussion groups and case studies.



Presenter: Gena Smith, Office of Disability Services




Presenter: Gena Smith, Office of Disability Services



Eat Smart, Move More, Weigh Less – Online Sessions

New Year – New Start! Keep that resolution/change your life!

As you are gearing up for your New Year’s Resolution and back-to-school, don’t forget your commitment to your health! Check out Eat Smart, Move More, Weigh Less Online, a 15-week weight management program that works because it is not a diet – it’s a lifestyle! State Health Plan Members can participate for only $30 with a $25 refund for attending 10 of the 15 sessions – with good attendance you pay only $5!!!

It’s not a diet --- it’s a LIFESTYLE and it works!

15-week weight management program developed by health experts.

Live, interactive,

weekly, one-hour

sessions offer

personalized

support and

resources.

An experienced instructor informs, empowers, and motivates you to make healthy choices about eating and physical activity. Online classes you conveniently attend at a place and time that works best for you.


Weekly classes are conducted online by a live instructor, fostering interaction between the instructor and all participants. Participants can conveniently attend classes from home or office using a computer.

In 2015 a new 15-week online series will begin in January, February, April, May, August,

September and October. That’s 8 chances to attend the program!

*Please note that the ONLINE times listed below are for the first class only, but participants will attend at the same day/time each week for the duration of the 15 week series. Start Dates for January Online Classes – 8 Classes to choose from for your schedule!!

Monday January 12th 5:45pm – 6:45pm



Tuesday January 13th 11:00am – 12:00pm

Tuesday January 13th 12:30pm – 1:30pm

Wednesday January 14th 6:30am – 7:30am

Thursday January 15th 5:00pm – 6:00pm

Thursday, January 15th 6:30 pm – 7:30pm

To enroll in online classes visit: https://esmmweighless.com/howitwork/enroll-

choose-shp-class/ Don’t wait – sign up NOW for Eat Smart, Move More, Weigh Less online. For any questions, contact: [email protected]

https://esmmweighless.com/howitwork/enroll-choose-shp-class/

https://esmmweighless.com/howitwork/enroll-choose-shp-class/



Eat Smart, Move More, Weigh Less – Classroom Sessions

Want to attend, but not online?

Eat Smart, Move More, Weigh Less classroom sessions are also available on the UNC

Charlotte campus! State Health Plan Members can participate for only $30 with a $25 refund for attending 10 of the 15 sessions – with good attendance you pay only $5!!!

* Permanent Employees Only

We are excited to offer four onsite sessions in 2015! Winter Series

Min: 15 participants needed to make a class

Date: 15 Mondays starting January 12th, 2015, from 12:00 pm – 1:00 pm

Presenter: Tina Marie Mendieta, North Carolina State University



Date: 15 Wednesdays, starting January 14th, 2015, from 12:00 pm – 1:00 pm


Location: Center City

Note: Deadline to register for the classroom ESMMWL Winter series is Friday, January 9th through the Learning and Development online registration site. Summer Series


Date: 15 Mondays starting April 27th, 2015, from 12:00 pm – 1:00 pm



Fall Series


Date: 15 Mondays starting August 31st, 2015, from 12:00 pm – 1:00 pm




Faculty Electronic Personnel Action Form (EPAF) Process

An Electronic Personnel Action Form (EPAF), is an online form originated by a department to communicate an employment decision about an employee to the Human Resources and Payroll Department. This workshop will cover:

When an EPAF should be submitted Why an EPAF should be submitted Which EPAF should be submitted and How an EPAF should be submitted and processed for a Faculty member



Presenter: Jessica Miller, Academic Affairs - Budget and Personnel




Presenter: Jessica Miller, Academic Affairs - Budget and Personnel


E-mail Essentials for Business NEW!

Using E-mail and Instant Messaging Effectively

Addressing and Redistributing E-mail

Managing Your E-mail These SkillPort modules detail recommended methods for communicating professionally through e-mail documentation.

They can be accessed at: https://ninernet.uncc.edu/tools/skillport/



Employment and Payment of Non-Residents

This workshop is open to all staff and administrators. It will be most useful to staff who have responsibility for the administrative processing of documents regarding the hiring and paying of non-resident alien employees including students, faculty, staff, and visitors. This is a comprehensive workshop that will cover the following topics:

Review of Visa types, employment eligibility, and limitations Processing of immigration employment documents The I-9 and Social Security verification requirements The application of payroll taxes and county treaty benefits Honoraria and travel payments



Presenter: Maddy Baer and Tarek Elshayeb - International Student/Scholar Office Rebecca Urquhart – Tax Office Tracy Worthey – Human Resources

Location: Foundation Building Room 112


Dates: Tuesday 10/13/2015, 9:00 am – 12:00 pm *Updated Date and Time!

Presenter: Maddy Baer and Tarek Elshayeb - International Student/Scholar Office Rebecca Urquhart – Tax Office Tracy Worthey – Human Resources

Location: Foundation Building Room 112


EPA Faculty Recruitment and Hiring

This session focuses on the procedures required for the recruitment and hiring of our faculty. It is particularly helpful to academic department administrators, college business managers, and college personnel administrators. New department chairs will also find this useful. Due to the state and federal regulations, we have a set procedure to follow when filling a faculty vacancy. This session explains the recruitment, selection, and hiring process. We cover which forms to use and explain the flow of these forms through the various University offices. Questions are welcomed!


Dates: Tuesday 9/22/15, 2:00 pm – 4:00 pm

Presenter: Dawn Tench and Lori McMahon, Academic Affairs


EPA Adjunct/Part – Time Faculty Hiring Procedures and Guidelines NEW!

This session focuses on the procedures required for the recruitment and hiring of our adjunct and part-time faculty. It is particularly helpful to academic department administrators, college business managers, and college personnel administrators. New department chairs will also find this useful. We cover which forms to use and explain the flow of these forms through the various University offices. Questions are welcomed!


Dates: Tuesday 6/2/15, 9:00 am – 10:30 am

Presenter: Dawn Tench and Franci Hamilton, Academic Affairs




Presenter: Dawn Tench and Franci Hamilton, Academic Affairs



EPA Staff Recruitment and Hiring UPDATED!

Procedures for hiring staff employees differ slightly from those for faculty. The staff of Human Resources will outline the proper procedures for recruiting and hiring EPA staff employees.

Participants learn the laws that govern proper advertising in regard to equal employment, applicant flow process, accurate and correct documentation, and Human Resources involvement in the process. A general working knowledge of the difference between hiring faculty and staff is covered.



Presenter: Ann Duplessis, Human Resources



















Essentials of Departmental Financial Management

This Financial Services training will present guidance to campus users on three main topics: 1. Expense Account Code Use 2. Financial Management

Once you take this training, you should: Be familiar with the main types of University Funds and what they can be used to pay for

Understand the general principles of choosing correct Expense Account Codes

Be equipped to manage and reconcile your department’s finances

Know where to find resources and guidance for all of the above

Audience: Business managers and supporting business staff who are responsible for and involved with managing finances and budgets, initiating and monitoring departmental transactions, and reconciling and maintaining financial reports

Date: Tuesday, 3/3/2015, 8:30 am – 12:30 pm

Presenters: Alicia Bartosch - Financial Services, Sonja Austin – Treasury Services Kim Seamans – Expense Account Codes, Ron Sanders – General Accounting Ken Smith – Budget Office, Phil Maher – Financial Services



Date: Tuesday, 6/9/2015, 8:30 am – 12:30 pm




Date: Thursday, 10/29/2015, 8:30 am – 12:30 pm




Ethics in the Workplace

This workshop explores the role ethics play in daily decisions. Ten guiding values that serve as a foundation for ethical decisions are outlined. Case studies show the relationship between an individual's ethics and decision-making.


Dates: Thursday, 4/16/2015, 9:00 am 11:00 am Presenter: Jeanne Madorin, Human Resources



Dates: Tuesday, 11/17/2015, 9:00 am 11:00 am Presenter: Jeanne Madorin, Human Resources


Facilities Management Services

This workshop is an overview of services available through Facilities Management. Topics include:

What Facilities Management does Orientation to Facilities Management projects Creating a work request using the ARCHIBUS work management system How to arrange a Motor Fleet reservation Informal project requests



Presenter: Lee Snodgrass and Brian Guns – Facilities Management


FMLA Leave and More: An Overview of Legally Protected Leave

This SkillPort module details the Family Medical Leave Act and how it applies to University employees.

This SkillPort module can be accessed at: https://ninernet.uncc.edu/tools/skillport/



Financial Balance

Financial Balance – Presented by the State Employees Credit Union Whether you’re interested in developing a workable spending and saving plan, getting out of debt, understanding and improving your credit report, or planning for your financial future, the State Employees Credit Union wants to help. During this workshop your will receive tips to take control of your finances and implement strategies to help maximize your income and assets. Online tools, articles, and planning forms will be shared to help you reach your financial goals.



Presenter: Jane Fisher, State Employees Credit Union




Presenter: Jane Fisher, State Employees Credit Union


Fixed Assets

This workshop will benefit asset custodians with the annual physical inventory process and 49er Mart purchasers with account coding. Topics covered are: Acquiring items costing over $5000 via 49erMart Processing annual inventory procedures Disposing of assets Following policies for fixed asset gifts and grants

This class has been updated to include the new e-procurement procedures.



Presenters: Kendra Chalmers, Aaron Helfenberger, and Karen Worthy, Fixed Assets



Dates: Thursday, 11/17/2015, 2:00pm – 3:30pm

Presenters: Kendra Chalmers, Aaron Helfenberger, and Karen Worthy, Fixed Assets



Fraud Awareness

Participants will be able to: Define fraud Identify fraudulent activities Identify appropriate internal controls that deter fraud Take appropriate steps when fraud is suspected



Presenters: Diana Hill and Julie Earls, Internal Audit




Presenters: Diana Hill and Julie Earls, Internal Audit


Internal Auditing Issues

“We’re from Internal Audit and we’re here to help.” As part of the “new” internal audit culture, your Internal Audit Department wants to reduce the mystery behind Internal Audit activities and provide tips to help you do your job better. This informative session provides an overview of Internal Audit operations and lessons learned from recent audit projects that will greatly reduce your anxiety during an unexpected visit from an Internal Auditor. You’ll meet your Internal Audit Department staff and have a chance to ask questions on any topic that concerns you. Whether you’re new to campus or have been around awhile, there’s something for you.



Presenters: Tara Pritchett and Raheel Querishi - Internal Audit



Dates: Wednesday, 7/22/2015, 9:00 am – 11:00 am








Interpersonal Communications: Relate or Negate

So you’re really good at your job, right? Wouldn’t it be great if you could just do your job without having to deal with all these crazy people all the time? Nobody seems to do things the way you do, and your way seems so much better! What’s the deal? Well, here’s the deal: Communicating well at work is a learned skill. This workshop offers you concrete tools to bring back to the workplace regarding gender differences, listening, and creating an effective atmosphere in which to work. You can better understand the “he said, she said” conundrum. You can change the climate in your office. Join us and learn how!



Presenter: Sandy Hanson, Communication Studies




Presenter: Sandy Hanson, Communication Studies



Leading at the Speed of Trust

“Nothing is as fast as the speed of trust. Nothing is as profitable as the economics of trust. Nothing is as relevant as the pervasive impact of trust.” – Stephen M.R. Covey

Why has “trust” been identified as the key leadership competency for our new, global economy? By attending Leading at the Speed of Trust, you will gain insight to the trust competency and how to build upon this skill. The Five Waves of Trust model will be explored and will serve as a metaphor for how trust operates in our lives. You will learn:

The economics of trust and its effects on speed and cost in relationships and organizations

How to assess your credibility based on character and competence The 13 behaviors common in people with high-trust relationships The taxes and dividends that flow from organizational trust How to be an effective leader by inspiring and extending trust, plus how to restore lost

trust



Dates: TWO DAY WORKSHOP Thursday, 5/7/2015, 9:00 am – 4:30 pm AND Friday , 5/8/2015, 9:00 am – 12:00 pm




Mail and Package Services/Copy Center – What’s New?

What’s new in Mail and Package Services or with the Copy Center? We have new ways to track, save, and add value to your mail pieces! Get the latest information on how to use these services on campus. As a result of this workshop you will be able to:

Understand updated USPS regulations Describe the bulk mailing process on the UNC Charlotte campus Identify new products and offerings Understand the mailings steps on and off-campus Review the resources on the Mail Services website


Dates: Wednesday, 5/28/2015, 10:00 am – 12:00 pm

Presenters: Horace Lytch, Tracey Copeland, and Keith Johnson – Mail and Package Services




Presenters: Horace Lytch, Tracey Copeland, and Keith Johnson – Mail and Package Services


Making Meetings Work

This course explores ways to help learners save time and resources by leading meetings that support business needs. In this course we will cover how to:

Plan, facilitate, and follow-up on meetings to ensure that business results are achieved Use appropriate intervention techniques to keep meetings on track Ensure that participants contribute effectively and support the meeting’s outcomes Create and implement a strategy for effectively leading virtual meetings.




Presenter: Jules, Keith-Le, Learning and Development



Materials Management & Accounts Payable 101

This workshop has the latest information on the University’s purchasing policies & procedures as well as procedures for invoice payments. Workshop topics are:

Materials Management

Returns on purchase order items Sole Source Purchases Pre-payments Unauthorized Purchases Campus Contracts 49erMart

Accounts Payable

Processing invoices in 49erMart versus Banner Direct Deposit and Check writer information Receiving Issues with invoices causing late payments Credits and returns Electronic invoices Interdepartmental invoices



Presenters: Scott Brechtel, Materials Management and Jerri Painter, Accounts Payable




Presenters: Scott Brechtel, Materials Management and Jerri Painter, Accounts Payable



Mixing the FIVE Generations

For the first time, we have as many as five different generations together in the workplace. This workshop bridges the gap between them and shows you how to avoid conflict and increase productivity. In this workshop we will cover:

How each of the five generations is currently identified and defined Explore traits commonly associated with each generation and the impact those have on

the workplace Gain a better understanding of how generational stereotypes, both good and bad, can

be as disrespectful as cultural and ethnic ones Discover how miscommunication between generations can be avoided





Paying for Travel at UNC Charlotte

*Formerly Travel and Complex Payments Part 1

This workshop reviews the travel process from beginning to end: before, during and after travel. A comprehensive presentation of travel rules, regulations, and polices covers:

OSBM topics about travel and the appropriate use of funds Travel audit requirements and documentation procedures Practice in completing and submitting travel authorization and reimbursement forms for

processing


Dates: Tuesday,3/31/2015, 9:00 am – 12:00 pm

Presenter: Julie Hughes, Travel Department



Dates: Thursday, 9/9/2015, 9:00 am – 12:00 pm

Presenter: Julie Hughes, Travel Department



Problem Solving and Brainstorming

Problem solving is a key skill and it’s one that can make a huge difference in what you do every day. The problems can be large or small, simple or complex. The solutions can be easy or difficult. The key to successful problem solving is having a methodical approach that identifies the root cause of the problem, discovers solutions, makes appropriate decisions and evaluates to see if the solutions had the desired effect. This workshop is designed to introduce you to a four step problem solving process and the tools associated with each stage. You will have a chance to use each of the tools during this interactive and engaging class.





Quality Conversations

Our ability to communicate effectively is key in both our personal and professional lives. We will explore a variety of tools and tips that will help enhance your communication style and understand the complexity of effective communication in words, voice, tone and body language. This workshop will focus on learning by doing through a series of activities and table team discussions.



Presenter: Joanna Roop, Learning and Development



Religion in the Workplace

With Charlotte’s growing religious diversity, many are wondering how to create a workplace environment that is sensitive to these differences. The purpose of this workshop is to educate and offer a perspective on religious differences. It also provides suggestions on what we can do at UNC Charlotte to help everyone feel included. As a result of this workshop, you will be able to:

Explain what is legal and what is smart relative to religion in the workplace Determine where the university stands Identify what you can and cannot do Apply your knowledge to case studies Discuss situations and identify the appropriate response



Presenter: Jesh Humphrey, Office of Legal Affairs


Purchasing 201: The Competitive Solicitation Process

Formerly: Request for Proposals (RFP) Process Topics included:

What, How, and When to use a RFP Benefits of a RFP How to compile and evaluate a RFP How the award is made



Presenter: Scott Brechtel, Materials Management




Presenter: Scott Brechtel, Materials Management



Seven Habits of Highly Effective People

The Seven Habits of Highly Effective People, by Dr. Stephen R. Covey, became a blueprint for personal development when it was published in the 1990s. Some say the seven habits are easy to understand but not as easy to apply. Don’t let the challenge daunt you - the seven habits are a remarkable set of principles for anyone who seeks to live a full, purposeful and good life, and are more applicable today than ever. You will learn to:

Habit 1 – Be Proactive take initiative, manage change

Habit 2 – Begin With the End in Mind define your mission, vision and values, align goals to priorities

Habit 3 – Put First Things First focus on the important, not just the urgent, execute strategy

Habit 4 – Think Win-Win enlist the help of others to achieve more, gain success by working toward the success of others

Habit 5 – Seek First to Understand and Then Be Understood understand others, communicate viewpoints effectively

Habit 6 – Synergize leverage diversity, apply collaborative decision making

Habit 7 – Sharpen the Saw apply continuous improvement, achieve life balance

Note: This workshop requires three full days commitment of your time. Due to the limited seating, we ask that only those who are able to attend all three days register.



Dates: THREE DAY WORKSHOP Tuesday, 4/28/2015, 8:30 am – 4:30 pm AND Wednesday 4/29/2015, 8:30 am – 4:30 pm

AND Thursday, 4/30/14, 8:30 am – 4:30 pm




Solving the Puzzle of Endowments

When it comes to managing departmental funds, the ones that seem to generate the most confusion are endowments. Endowments themselves have three parts, and each part has its own fund number. Add to that the related spending funds in the University, Foundation, or both, and it is easy to see how confusing these funds may be. To manage endowments it is important to understand concepts such as spending policy calculations, underwater endowments, fair market value, investment earnings, etc. This seminar will explain these concepts and provide guidance on managing endowments in Banner. A brief introduction to topics related to investment policy and the regulatory environment of endowments will be provided. Course Objectives:

Define an endowment fund and distinguish between true, term, and quasi

Understand how endowments are recorded in Banner

Understand what the current endowment spending policy is, and what is meant by “underwater endowment”

Have a cursory understanding of the regulatory environment and reporting standards for endowments

Have an introductory understanding of the investment side of endowments, such as asset allocation, investment managers, and UNCCIF

Understand the importance of pledges and endowments in general to universities



Presenter: Sonja Austin, Financial Reporting and Treasury Services




Presenter: Sonja Austin, Financial Reporting and Treasury Services



SPA Staff Recruitment and Hiring

This session will help hiring managers with the process of hiring a SPA employee. We will cover the most important aspect of recruitment; from developing the vacancy notice, to how to develop the job section criteria, to how to prepare the hiring proposal. Whether you hire all the time or only every so often, this class is for you.



Presenter: Tracy Worthy, Human Resources






Stress Management Essentials

“Brain cells create ideas. Stress kills brain cells. Stress is not a good idea.” Frederick Saunders Research shows our stress is higher today than ever before. We are being asking to do more with less and to constantly perform to higher and higher workplace standards. Stress has been shown to be directly linked to 60% of lost workdays and 70 – 90% of visits to healthcare providers. Managing stress requires attention to your warning signs and action of your behalf to relieve and reduce it. This two part workshop will explore ways to manage everyday stress and improve quality of life at work and at home. Benefits of managing your stress:

Improve your efficiency and performance Reduce instances of burnout and absenteeism Improve your quality of life at work and at home Enhance your decision making and problem solving skills


Dates: *TWO DAY WORKSHOP Wednesday , 5/20/2015, 8:30 am – 12:00 pm *DATE CHANGE and Tuesday, 6/23/2015 9:00 am – 11:00 am




Student Hiring Coordinator

If you are new to the role of Student Hiring Coordinator or need a refresher, this session will cover:

how to process student employees posting the job in HRMS resignation/termination all the actions in between



Presenter: Teresa Shook, Human Resources



Dates: Tuesday,6/30/2015, 2:00 pm – 4:00 pm












Strategic Goals & Key Performance Indicators (KPIs)

Creating Key Performance Indicators Have you ever heard the quote “What gets measured gets done”? This session will help you create business goals and key performance indicators for your unit. You will be given the tools to assess how your unit aligns with your divisions and UNC Charlotte’s mission and strategic plan. You will learn how objectively evaluate your unit’s performance, where you are now and where you want to be in the future.



Presenter: Phil Maher, Controller’s Office – Business Process Analyst




Presenter: Phil Maher, Controller’s Office – Business Process Analyst



Take Charge: Personal Defensive Action NEW!

This program will teach you how to be confident and well prepared in many day to day scenarios. Whether you are on or off campus, at your home or away on vacation, these skills will be with you and have been proven to be effective in crime prevention and defensive strategies. Remember practice makes perfect! This course level is designed for anyone who wants to possess a better understanding of how to be more aware of what it takes to protect them from becoming one of countless victims of crime; many of which can be avoided. If you are up for the challenge and contributing to the safety of your community this course is for you!



Presenter: Officer Jerry Lecomte, Police and Public Safety




Presenter: Officer Jerry Lecomte, Police and Public Safety



Temporary Staff Hiring Workshop

Intended Audience: Anyone who hires temporary staff or coordinates temporary staff assignments Purpose: This workshop will cover the hiring practices and process to employee a temporary staff employee. We will also cover federal, state, and university policies that deal with hiring a temporary staff employee. If you have a need to hire a temporary staff or coordinate this type of hire for your office, this workshop is for you.







Presenter: Jim Rodgers , Human Resources




Presenter: Jim Rodgers, Human Resources



The Dynamic Team

In any organization, the effectiveness of its departments is influenced by the degree of cooperation among its members and their ability to work well with other areas. In order to build a dynamic cross functional team, all members must be open to new ideas and experiences. Few teams fully develop without making a conscious effort to work together. We invite you to explore the dynamics of a highly functioning team, its characteristics, its structure and potential. During this interactive workshop participants will:

Experience the results when abilities are not matched to the task Realize the impact that good communication has on the team Learn strategies for working effectively










The Many Faces of Auxiliary Services

Representatives from Auxiliary Services will provide a primer on services most frequently utilized by campus departments. The “4 W’s” of each service with be explained:

What is the service? Where is it located? When is it open? Why would I use it or need to know about it?

Employees receive information on: 49erCard, Vending, Campus Bookstore, Copy Center, Food Services, and Trademark/License Policies



Presenter: Marisa Elston, Auxiliary Services


Understanding and Embracing Change

Change is no longer just an initiative or an event, it is a constant. Although we may appreciate

the things that stay the same, we know that across campus change will come to us and it will

come fast. As organizations change with increasing speed, so does the pace at which employees

must respond.

We will explore our current organizational changes and the common stages employees move through as change is embraced. Gaining knowledge of the change process will help you react smarter, adapt faster, and work together as the university moves into new levels of service.






Utilizing Your Educational Perks

Three classes per academic year; free of charge! Why wouldn’t you want to continue your education? Come learn how this program and others can help you, as an employee, reach your educational goals.

During this session you will learn:

The difference between tuition waiver and tuition reimbursement How to earn a degree through distance education Admission requirements for under/graduate school The registration process and other relevant information



Dates: Wednesday, 2/18/2015, 2:00 pm – 4:00pm

Presenters: Julie Burt, Office of the Registrar, Barbara Seyter, Undergraduate Admissions, Jules Keith-Le, Learning and Development, Maryanne Maree-Sams, The Graduate School, Melissa Furr, Student Records



Dates: Wednesday, 10/28/2015, 2:00 pm – 4:00pm

Presenters: Julie Burt, Office of the Registrar, Barbara Seyter, Undergraduate Admissions, Jules Keith-Le, Learning and Development, Maryanne Maree-Sams, The Graduate School, Melissa Furr, Student Records


Why Diversity Matters

Imagine, for a minute, a workplace where everyone is the same. All of the workers are of the same ethnicity, gender, educational background, and socioeconomic standing. With a team full of people essentially cut from the same cloth, where do the new ideas come from? How will the company ever be able to see things from a different point of view? Without diversity in the workplace, companies run the risk of becoming mono-cultural organizations that see things from a very limited perspective. The effects of this are far-reaching, right down to the company's bottom line. Establishing diversity in the workplace is not limited to laws that pertain to the hiring of women and minorities. Nor is it limited to managing or even honoring differences between people, but rather, it is about taking those differences and putting them to work in the best possible way for both the good of the company and for the good of the worker. This course will take a closer look at diversity initiatives in the workplace and what makes them matter.

This class can be accessed at: https://ninernet.uncc.edu/tools/skillport/



WORKSHOPS FOR SUPERVISORS AND MANAGERS

Equal Employment Opportunity Institute (EEOI)

The Equal Employment Opportunity Institute (EEOI) helps managers understand important employment discrimination laws and how they impact day-to-day managerial decisions. Case studies and other activities are used to learn how to apply laws and principles to create fair, equitable, and inclusive work environments. The skills taught in EEOI enable managers to address complex diversity issues in a legally compliant manner.

Review of current EEO & AA federal and state laws Explanation of EEO/AA employer obligations Overview of impact EEO has on day-to-day operations Increased awareness on managing diversity

Audience: Supervisors and Managers

Dates: TWO DAYS Thursday, 6/11/2015 8:30 am - 4:30 pm and Friday, 6/12/2015, 8:30 am - 2:30 pm

Presenter: Office of State Human Resources



Fair Labor Standards Act (FLSA)

If you are responsible for managing other employees on campus, you need to understand the specific issues facing educational institutions related to compliance with the Fair Labor Standards Act (FLSA). Overtime exemption decisions that classify a position as "FLSA Subject" or "FLSA Exempt" are much more complex than most people realize. Whether or not an employee is required to fill out a time sheet is only the critical, visible tip of much larger iceberg. Determining the exempt status of higher education positions is very complex and technical. Colleges and Universities have been particularly vulnerable to overtime exemption challenges, and as a manager you need to understand how the Fair Labor Standards Act impacts you.



Presenters: Ashley Soublet, Human Resources Jeff Jensen, General Counsel




Presenters: Ashley Soublet, Human Resources Jeff Jensen, General Counsel



Handling a Difficult Discussion

Nobody likes having difficult, even uncomfortable conversations with employees. The easy way out for many people is to simply avoid the conversation in hopes that the problem – whether it involves performance, behavior/attitude issues, personal hygiene, or something else – will just go away. The result: problems magnify and the supervisor’s credibility suffers. If you’re a supervisor or manager you must be prepared to have difficult, even uncomfortable conversations with employees. This workshop provides you with a systematic approach for handling conversations and issues that people frequently avoid or execute with disappointing results. The workshop focuses on managing difficult conversations and increasing the likelihood of a productive outcome. Tools, techniques, and conversational processes will be illustrated to increase your effectiveness when faced with a difficult conversation.



Presenter: Jeanne Madorin, Human Resources



Dates: Monday, 12/14/2015, 2:00 pm – 4:00 pm

Presenter: Jeanne Madorin, Human Resources


Salary Administration

This workshop provides information on evaluating business needs, determining required levels of competencies, and applying that knowledge to observing, documenting, and assessing competency development in employees. The use of competency assessment to plan for, and request, career progression increases is addressed. This workshop is designed for supervisors with hiring authority for SPA personnel.

Audience: Supervisors with Hiring Authority of SPA Personnel


Presenter: Kieffer Gaddis, Human Resources


Audience: Supervisors with Hiring Authority of SPA Personnel


Presenter: Kieffer Gaddis, Human Resources



Taking Charge of Change

Change is constant – whether in our personal lives or within our work environment. As supervisors, it is your role to help your team adjust to change while at the same time managing your own personal transition. It is easy to see change as something you need to “sell” to your employees to help them adjust. This interactive course proposes another strategy for managing change – instead of “selling” the change, why not acknowledge it? Taking Charge of Change will help you:

- Recognize the three stages of change - Learn strategies for acknowledging the impact of change on your team - Identify the support and information that people need during each of the three stages






Targeted Selection

DDI's Targeted Selection program is described as the most proven, accurate behavioral-based interviewing program in the world. The program teaches supervisors how to identify key competencies for job positions and then how to create interview guides based on the selected competencies. Participants practice the use of the DDI materials in class and will learn how to:

Select appropriate interview questions based on position competencies Gather pertinent information from candidates using the STAR method Evaluate the information gathered to make an accurate hiring decision


Dates: TWO DAYS Wednesday, 5/13/2015, 8:30 am - 4:30 pm and Thursday, 5/14/2015, 8:30 am - 12:30 pm

Presenter: Jules Keith- Le and Ann Duplessis, Human Resources



Dates: TWO DAYS Wednesday 6/24/2015, 8:30 am - 4:30 pm and Wednesday, 6/25/2015, 8:30 am - 12:30 pm

Presenter: Tracy Worthey and Ashley Soublet, Human Resources



Dates: TWO DAYS Wednesday 11/11/2015, 8:30 am - 4:30 pm and Thursday 11/12/2015, 8:30 am - 12:30 pm

Presenter: Jules Keith-Le and Sarah Ekis, Employment & Learning and Development



The Face in the Mirror

This interactive, fun, and powerful workshop will take participants on a journey of self-discovery. Participants will gain a better understanding of why self-awareness is a critical competency for their success as a leader. We will also explore the implications of lack of self-awareness and share tools and techniques to increase self-awareness.



Presenter: Joanna Roop, Learning and Development


Workers’ Compensation Training for New Supervisors NEW!

This course is for new supervisors and will provide an overview of the State of North Carolina’s Workers’ Compensation Program as defined by the Workers’ Compensation Act. It is an introduction to the workers’ compensation system, the basics of claims management, rehabilitation, and return to work responsibilities for supervisors. Participants will learn about the roles and responsibilities of supervisors and employees in the event of a claim, understanding what is an accident under the Act, primary coverage, conditions of coverage, employees and supervisor’s roles and responsibilities in reporting accidents, obtaining treatment, and successful return to work.



Presenter: Angela Allen, Environmental Health and Safety



Dates: Wednesday, 9/16/2015, 1:00 pm – 4:00 on




Workers’ Compensation Training Refresher for Supervisors NEW!

This course is designed for supervisors whom have previously participated in Workers’ Compensation Training for New Supervisors. This course will provide a more in-depth look at claims issues. Topics will include: Accident Investigations, Complex Claims, and Return to Work. Participants will receive information to enhance the knowledge, skills, and capacity to facilitate effective return to work for more complex cases. Participant will learn about the importance of accident investigation and processes for performing workplace accident investigations.


Dates: Wednesday,4/14/2015, 9:00 am – 12:00 pm









E-LEARNING

Skillport Online Watch It, Pause It, Replay It! Skillport is available via connection to the Internet. Learning and Development continues to offer an incentive for Skillport use. Permanent staff and faculty can receive a reward for completing as little as three Skillport courses of their choosing. Skillport can be accessed using your NinerNET credentials at: https://ninernet.uncc.edu/tools/skillport/

Earn Rewards...

For more information regarding the rewards eligible employees can earn please visit us at: http://hr.uncc.edu/professional-development/online-training/skillport/skillport

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Skillport Online offers over 3000 online courses including:

Leadership Advantage

SkillSoft Leadership Advantage is targeted, aspiring leaders, existing leaders, and other high potential employees. Each learning track offers a combination of learning assets providing multiple modes of instruction, including text, video, and interactive practice activities to keep the learning quick, easy, and engaging. Each SkillSoft Leadership Advantage learning track targets a key leadership or management competency like innovation and creativity, collaboration, negotiation, finance, teamwork, or strategic thinking in around two hours.

Administrative Support

Advanced Skills for Administrative Support Professionals The Effective Administrative Support Professional Essential Skills for Administrative Support Professionals

Business Analysis

Certified Business Analysis Professional – CBAP

Business Law

Fundamentals of Business Law

Communication

Anger Management in the Workplace Building Improved Work Relationships Business Grammar Essentials Conflict in the Workplace Constructive Feedback and Criticism Email Essentials Emotional Intelligence at Work Getting the Results You Want: Negotiating to Win How to Write an Effective Internal Business Case International Communications The Effective Business Meeting Working With and Managing Difficult People


Consulting Skills

Consulting with the External Client Consulting with the Internal Client Internal Consulting for the Technical Professional

Customer Service

Customer Service Fundamentals Customer Service Representative: Process, Professionalism, and Skills Customer Support: Process, Professionalism, and Skills Frontline Call Center Skills Internal Customer Service IT Infrastructure Library Foundations Managing a Customer- Focused Department Measuring Customer Satisfaction Technical Support Agent Survival Skills

E-Learning

E-Learning Foundations

Finance and Accounting

Accounting 101 Accounting 102 Advanced Business Finance Auditing: A Practical Approach Fundamental Finance for Non-Finance Professionals Managerial Accounting Practical Budgeting Skills for Business

Foundation Skills

Basic Business Math Skills


Human Resources

Behavioral Interviewing Effective Hiring and Interviewing Recruiting & Retention Strategies for a Tight Labor Market HRCI Professional in Human Resources HRCI Senior Professional in Human Resources HRCI/SPHR Fundamental Finance for Non-Finance Professionals Managerial Accounting Practical Budgeting Skills for Business

Industry Foundations

Industry Overview Series Industry Overviews

Leadership

Business Execution Leadership Essentials Leading from the Front Line Leading the Workforce Generations Moving from Management to Leadership Succession Planning for the Business Environment

Knowledge Management

Achieving Measurable Performance Impact from Training The 21st Century Learning Curve Knowledge Management Fundamentals


Management

360-Degree Performance Appraisal Advanced Management Skills Crucial Skills for Tomorrow’s Managers Effective Delegation Effectively Managing Top Performers Managing Contractors and Temporary Employees Managing Organizational Change The Essentials of Mentoring The Fundamentals of Business Crisis Management Using Change Process to Support Employees Business Coaching Essentials

Marketing

Competitive Marketing Strategies Online Branding Strategy Product Management Essentials Strategic Brand Management Strategic Marketing in Action

Microsoft Office

Office 2007 Office 2010 @ the Knowledge Center

Operations

Certified Manager of Quality/Organizational Excellence ISO 9000:2000 Overview Lean Manufacturing Logistic Management Managing Customer-Driven Process Improvement Six Sigma: Black Belt Six Sigma: Champion Training Six Sigma: Green Belt Supply Chain Management The Foundations of Six Sigma


Professional Development

Achieving Organizational Excellence through Critical Thinking Business Ethics Creativity and Innovation in the Workplace Dealing with Organizational Change Decision Making and Problem Solving for Business Effective Time Management Fast-Tracking Your Career Optimizing Your Work/Life Balance Problem Solving and Decision-Making Strategies Telecommuting and the Remote Employee Working Without A Net: The Business of Risk

Project Management

Managing Software Project Outsourcing Project Cost Management Strategic Project Management for IT Project Integration Management Project Management for Non-Project Managers Project Scope Management Project Management Foundations

Program/Portfolio Management

Portfolio Management Program Management – Second Edition Program Management – Standard

Sales

Field Sales Skills Inside Sales Skills Professional Selling in the Knowledge Economy Sales Management Selling at the Executive Level Strategic Account Sales Skills Sales University Series


Strategic Planning

Leading and Implementing Sustainable Green Business Strategies Moving From an Operational Manager to a Strategic Thinker Strategic IT Planning Systems Thinking in the 21st Century The Fundamentals of Globalization

Team Building

High-Performance On-Site and Virtual Teams Leading Teams Making Teams Work: Capitalizing on Conflict Optimizing Your Performance on a Team Participating in Teams



ADMIN FORUM

What is the Admin Forum?

As an administrative support employee, there are procedures you will find unfamiliar and questions you don’t know the answers to. We offer an administrative support group, the Admin Forum, to help answer some of these questions. The purpose of the group is to communicate new procedures to all administrative employees, open up communication, and share best practices. Although named “Admin Forum,” the forums are open to everyone. There is no registration process– just show up and learn! The Admin Forum meets monthly during the academic year (August through May).

Spring 2015 Offerings: Date Time Location Description

1/15/2015 2:00pm – 3:00pm

Cone 210

ADMIN Forum Social Come out and network with your fellow Admin Forum members. We attend forum sessions all year long learning of the new policies & procedures as it pertains to individual / department requirements. We thought it would be a good idea to get to know others across campus that do not attend the same forum sessions. It will really be interesting to learn or meet someone that you talk with all the time, but have never met!

Come out and get to know your fellow admins face to face at the social….

2/19/2015 10:00am – 11:00am

Cone 113

Incident and Illness Prevention By Engaging Environmental Health and Safety Programs Everyone's job is different, but there is one commonality - We Can All Work to Prevent Incidents and Injuries. The Environmental Health and Safety office (EH&S) supports the University’s intent to provide a safe environment for the inclusive campus community. We recognize how valuable employee involvement, commitment and proper attitude toward safety are to the success of this endeavor. By being aware of your work area and any hazards associated with it, developing good safety habits, you can reduce the potential for accidents


and injury to yourself and to others around you. The presentation will demonstrate how your personal safety awareness can prevent the most common incidents and injuries and other workplace accidents; how to recognize and report safety hazards; how to report accidents and what to do in case of an emergency and accidental work-related injury. Staff will also introduce the consultative and support services that EH&S provides on matters relating to environmental, occupational health and safety, including regulatory compliance requirements and the development of health and safety related policies, training programs and procedures.

3/19/2015 10:00am – 11:00am

Cone 210

Minors on Campus

UNC Charlotte has adopted a policy to establish safeguards for children under the age of 18 who participate in UNC Charlotte activities and programs on university land and in facilities or under the authority and direction of the university at other locations.

To meet the requirements of the policy, all program staff members (any adults who will interact with Minors as part of an activity or program) must review the policy training course and successfully complete the annual training before working with Minors.

4/16/2015 10:00am – 11:00am

TBD Export Controls Export Controls….what Department Administrators need to know. UNC Charlotte Department of Export Control will discuss Export Control Regulations, International Traveling, Foreign Visitors and other topics related to export controls that could impact the university.

Admin Forum Schedule (updated frequently)

To Join the Admin-Chat-Room Listserv Contact: Julie Hughes or Karen Worthy

http://finance.uncc.edu/about-us/administrative-forum/admin-forum-schedule/admin-forum-schedule

mailto:[email protected]?subject=Administrative%20Forum

mailto:[email protected]?subject=Administrarive%20Forum


THE STATE PERSONNEL DEVELOPMENT CENTER

RALEIGH, NC

Three special training opportunities are available through the North Carolina Office of State Human Resources (OSHR)

Frontline Leadership

A number of courses in a series for front line supervisors Open enrollment Taught at Raleigh & Greensboro Total class time = 48 hours plus online activities Cost $250 per person

NC Certificate in Public Supervision (CPS)

To earn a certificate in the program, you must first complete Frontline Leadership, two electives, and designated human resource management courses

Sessions taught at the State Personnel Development Center in Raleigh

NC Certified Public Manager Program (CPM)

An in-depth, comprehensive, competency-based developmental program for managers Taught over a two year period at the State Personnel Development Center in Raleigh Each university nominates one participant per year

NC Certified Training Specialist Program (CTS)

An in-depth, exciting, and fun program designed to develop lean, mean, training machines!

6-day intensive course that requires pre-work, homework, an in-class demonstration, development and delivery of a 60-minute block of instruction, and development and delivery of other training or facilitation activities as assigned.

Topics covered include basics of instructional design, needs assessment, facilitating discussions, use of experiential learning, and evaluation of training.

http://www.osp.state.nc.us/Develop/HRD/cert/cps/cpsindex.html





LEARNING AND DEVELOPMENT LOCATIONS

Thank you for your interest in professional development opportunities offered by the Learning and Development Team.

Our goal is to provide high-quality learning and development events for campus staff. If you have comments and suggestions, please give us a call.

We look forward to seeing you at the workshops!

Learning and Organizational Development Team