Program for the 2012 PDI

Tuesday, January 10th

8:00 AM

Session Title:
TWARBUS Training
Presenters:
Janet Fox
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
8:00 AM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
Learn how to navigate through TWARBUS to post transactions to student and commercial accounts.
Goals and Target Audience:
Campus department useres who bill through Banner.
Session Title:
What you need to know about Workers Compensation
Presenters:
Kenda Weigang,Joanne Robel
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
8:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
210 LSC
Description:
This session will cover from filing a claim, tracking and reporting lost time, offering and managing modified duty. Process from beginning of claim to closure of claim. The differences in CSU's injury leave benefit and the State of Colorado Workers Compensation Act.
Goals and Target Audience:
Session goal is to explain workers compensation, who is covered, filing a claim and process of a claim from beginning to end. Anyone who needs knowledge of workers compensation and the process.

9:00 AM

Session Title:
Pre-Employment Background Checks at CSU: The Policy and the Process
Presenters:
Renee Johnson
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
9:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
220/22 LSC
Description:
Human Resource Services will provide a comprehensive overview of the Pre-Employment Background Screening Policy and the process for submissions of background checks. The session will cover when specific background checks are required, what employee groups require checks and which are optional, when a motor vehicle check needs to be completed and the submission process for requesting a background check. We will also review the process that the University’s vendor, HireRight, uses to obtain the necessary information and provide tips for successful submissions.
Goals and Target Audience:
HR Liaisons and other administrative personnel
Session Title:
University Collection Practices
Presenters:
Trish Torrez,Vergy Baca-Devens
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
Review current collection practices from the time a receivable account becomes past due until it is forwarded to an outside collection agency. What departments can do to assist in the collection of their receivables.
Goals and Target Audience:
Campus departments with receivables - either through Banner or collected through their own department.

10:00 AM

Session Title:
Direct or Indirect Cost???
Presenters:
Doug Leavell,Valerie Monahan
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
Struggling with some tricky costs- not sure if it is direct or indirect? This session will provide a brief overview of some costs within the A-21, recent federal audit findings and an interactive discussion on how to treat some of those costs.
Goals and Target Audience:
Department accounting techs or those responsible for managing research accounts; PI's

11:00 AM

Session Title:
Cash and Credit Card Handling
Presenters:
Katie Nelson,Zach Campain
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
This session will review cash handling procedures at CSU as well as petty cash funds and change funds. In addition, a discussion regarding credit card handling and best practices will be discussed.
Goals and Target Audience:
Thos responsible for handling cash and credit card accounts
Session Title:
Using the Employee Study Privilege
Presenters:
Teri Suhr,Jerry Becker,Nicole Olsen,Jeanne Snyder
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
214/16 LSC
Description:
The Commitment to Campus has brought several changes to the Employee Study Privilege - employees may now apply this benefit to more Unviersity credits and it now applies to more types of charges and fees. During this session we will present what is covered by the Employee Study Privilege, to include the recent changes; how to apply for this benefit; as well as provide a demonstration of the on-line application process that is currently being developed. We will also discuss the Tuition Scholarship Program for Spouses, Domestic Partners, and Children of employees which now covers 50% of tuition for eligible students.
Goals and Target Audience:
CSU Academic Faculty and Administrative Professional staff with Regular, multi-year research or Special appointments of 50% time or greater and all non-temporary State Classified staff with appointments of 50% time or greater.

1:00 PM

Session Title:
Coordinating Employee Leaves and Disability Benefits
Presenters:
Casey Brunson,Kinda Carpenter
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
1:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
220/22 LSC
Description:
Review of the employee leave benefits available to both State Classified and AF/AP employees, including the new Childbearing Leave policy for Academic Faculty and Administrative Professionals. Participants will also learn how Federal and State laws impact our employee leave programs, as well as understand how the various leaves coincide with each other.
Goals and Target Audience:
Managers and Supervisors are the targeted audience. After attending the PDI session, managers and supervisors should be able to identify employee leave and benefit programs available to both State Classified and AF/AP employees, as well as understand how the various leaves coordinate with each other.
Session Title:
Taking the Mystery out of Service Centers/Core Facilities/21 accounts/RECHAR subfund-whatever you want to call it...
Presenters:
Valerie Monahan,Doug Leavell
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
Specialized service facilities and even smaller service recharge operations when charging federal funds for their goods are subject to A-21 cost principles. This is often a cost area that gets the attention of federal reviewers. We will highlight the government's areas of concern and offer some best practices to lessen financial impacts and audit findings.
Goals and Target Audience:
Department accounting techs or those responsible for managing service centers or 21 accounts; PI's
Session Title:
The Colorado State University Brand Refresh
Presenters:
Mark Minor,Natalie McCatty
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
210 LSC
Description:
This session will discuss The Colorado State University Brand Refresh and ToolBox to ensure graphic standards compliance campuswide. Colorado State University began establishing its brand more than a decade ago, and while this effort has been successful in raising awareness, the University is ready to embrace a bolder, more differentiated identity, raising expectations, and claiming its due in the public eye. There is little disagreement on how to accomplish this: through engaging our constituents and proudly asserting the major, cross-campus endeavors that have profound public and global implications, such as work relating to water, food systems, energy, STEM education, health, biosecurity, and the natural world. These projects bring together many faculty members and departments and embody the true CSU character of collaboration, generous intellectual exchange and practical effectiveness. With a newfound willingness to reveal its strengths, CSU will reach for higher ground and stake its claim as a great American Land-Grant university.
Goals and Target Audience:
To inform and update campus communicators and staff members that develop and engage in communication materials that represent Colorado State University to our wide range of constituents.

2:00 PM

Session Title:
Payroll – Avoiding Overpayments and How to Process Leave Without Pay
Presenters:
Joanne Robel,Payroll Staff
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
2:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
210 LSC
Description:
This session will provide information on how campus payroll liaisons can avoid overpayments and how to process leave without pay effectively. This session will also incorporate discussion of the best practice for processing short term disability, workers compensation and leaves of absence.
Goals and Target Audience:
Increase understanding of payroll process and interaction with campus College and Department payroll liaisons

3:00 PM

Session Title:
Understanding University Employee Benefit Programs - Privileges and Benefits
Presenters:
Teri Suhr, Benefits Manager,Jackie Swaro, Benefits Administrator,Kevin Gorell, Benefits Administrator
Category:
Administrative Topics
Date:
Tuesday, January 10th 2012
Start Time:
3:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
220/22 LSC
Description:
The Human Resources Benefits Office will provide a comprehensive overview of Benefits & Privileges provided through University employment. The presentation will include Health, Dental, Life (AD&D), Short Term Disability, Long Term Disability, Flexible Spending Accounts as well as a brief overview of Retirement, Employee Study Privilege and the Tuition Scholarship program for eligible family members.
Goals and Target Audience:
Academic Faculty, Administrative Professionals and Classified staff who through University employment qualify for employee Benefits and Privileges.

Wednesday, January 11th

8:00 AM

Session Title:
Event and Conference Planning on Campus
Presenters:
Ashley Clement,Elodie Vigneron,Lauren Ankarlo
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
8:00 AM
Session Length:
50 Minutes
Room:
224/26 LSC
Description:
Many departments on campus have conferences and events but struggle with the logistics of planning an event on-campus. This session provides helpful tips and the “How To” basics of planning events and conferences at CSU. Not only will the session entail an overview of the event spaces on campus available to departments but it will also include information on Audio/Visual, room set-ups, contracting with hotels and budgeting for your event. Bring all of your questions regarding conferences and on-campus events so we can assist you in planning your next event!
Goals and Target Audience:
The goal of this session is to provide a basic overview of events and conferences on campus. This includes addressing event space and how to book the space as well as the logistics and budgeting of an event or conference. The targeted audience is those who plan events and conferences for their department.
Session Title:
Navigating the FLSA
Presenters:
Casey Brunson,Kinda Carpenter
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
8:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
214/16 LSC
Description:
Review of the Fair Labor Standards Act, which governs minimum wage and overtime pay. Participants will gain a better understanding of what is and is not covered under the Act. Discussion topics will include exemption status, practical application of overtime rules, timesheets, and the consequences of noncompliance.
Goals and Target Audience:
The targeted audience includes all CSU employees. Participants will gain a better understanding of what is and is not covered under the Act.

9:00 AM

Session Title:
How to Write a State Classified Staff PDQ (Position Description Questionnaire)
Presenters:
Lorraine Larocque,Rachel Wilkinson
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
9:00 AM
Session Length:
2 Hours, 50 Minutes
Room:
213/15 LSC
Description:
This course is designed to teach supervisors and managers how to write classified staff Position Description Questionnaires for evaluation and use in selection processes. This session includes: • Provide information and tips on completing the Position Description (PDQ) for classified staff positions including an explanation of the Position Description evaluation processes. • Discussion of how the content of the Position Description affects possible outcomes; and accurately describing how the duties performed by a position is critical for classification, effective recruitment of qualified applicants, and performance management.
Goals and Target Audience:
Targeted Audience: Supervisors and managers of classified staff who are responsible for writing PDQs. Goals: - Knowledge of the PDQ and what it should contain for job evaluation review - Knowledge of language used in a PDQ - how to describe duties performed and know what it most important for a review Knowledge of how the PDQ affects recruitment for state classified positions.

10:00 AM

Session Title:
Navigating HR New Hire Forms
Presenters:
Shelly Lynch,HRS Records Staff
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
10:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
214/16 LSC
Description:
In this session for HR liaisons, the Records Unit staff will walk through HR Forms for all employee groups, from Non-Student Hourly to Faculty and Admin Professionals. Presenters will provide helpful tips on filling out forms accurately, knowing which forms are needed, and who to call for assistance.
Goals and Target Audience:
Departmental HR representatives

1:00 PM

Session Title:
Work-in-Process Accounts (88 & 89 accts)- what they can do for you
Presenters:
Chrystal Gates,Clint McBlair
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
214/16 LSC
Description:
The 88 and 89 accounts, or the WIP sub-fund accounts, are used to track expenses for projects that will cross years. The 88 range is used in relation with 53 grant funds, and the 89 range is used for projects funded directly from a dept's operating funds. We will go over what type of projects would apply to the WIP accounts and how to get one set up for your project.
Goals and Target Audience:
Anyone who will be fabricating equipment or software that is expected to cross years and those who work with research accounts.

3:00 PM

Session Title:
Certification Reports - An overview to the updated process
Presenters:
Doug Leavell,Joanne Robel,Sponsored Programs Staff,Payroll Staff
Category:
Administrative Topics
Date:
Wednesday, January 11th 2012
Start Time:
3:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
220/22 LSC
Description:
This session will provide an overview of certification reports. The process from both sponsored programs and payroll perspective will be covered. Portions of the process will be updated starting with the 4th quarter 2011 reports - this is a must attend for campus representatives responsible for certification reports.
Goals and Target Audience:
Goals: Increase understanding of sponsored programs and payroll process for certification reporting with campus counterparts. Target Audience: College and Department staff involved with certification reports.

10:00 AM

Session Title:
An Overview of University Sponsored Retirement Benefits and Financial Planning Income Strategies
Presenters:
Teri Suhr,Evan Patterson, CFP
Category:
Administrative Topics
Date:
2012
Start Time:
10:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
214/16 LSC
Description:
The Human Resources Office will provide an informative overview of University Sponsored Retirement Plan Benefits coupled with a presentation to facilitate an understanding of the Financial Planning process. A University Defined Contribution Plan and 403(b) vendor, VALIC, will provide retirement income strategies focusing on saving early and developing a steadfast plan to enjoy a lucrative retirement.
Goals and Target Audience:
Academic Faculty, Administrative Professionals and Classified personnel enrolled in a University retirement plan.
Session Title:
The Electronic Grade Change Process
Presenters:
Jerry Becker,Matt Smith,Sue Coulson
Category:
Administrative Topics
Date:
2012
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
213/15 LSC
Description:
Are you tired of trying to find those pesky grade change forms and having to fill them out when you need to change a student's grade? Can't seem to find your department chair to get their autograph? Have no fear, electronic grade changes are here! Now you can submit a request to change a student's grade from anywhere in the world at any time you desire - without paper. Simply log-in to ARIESweb and let your mouse do the clicking (ok, there's a little typing involved as well). The grade change request will automatically be routed to your department chair (or, if you happen to be the department chair, to your college dean) for their electronic approval. Once approved, the request is routed to the Registrar's Office where we will update the student's grade. Both the instructor and the student will be notified of the grade change. Join us for this PDI session and learn how to navigate this new wiz-bang tool!
Goals and Target Audience:
This PDI session will show instructors, department chairs, and college deans how to request and approve grade changes using the Registrar Office's new electronic grade change system.

11:00 AM

Session Title:
Being a Departmental Designated Person for Workers' Compensation
Presenters:
Kenda Weigang,Sharon Baker
Category:
Administrative Topics
Date:
2012
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
210 LSC
Description:
What is expected of Departmental Designated Person (DDP)in the Workers Compensation arena at CSU - Every Department on campus needs a DDP to handle their workers compensation. The session will cover responsibilities of a DDP, and provide training in all the areas/topics the DDP is responsible for. 1st reports, reporting missing time, assisting with modified duty and return to regular duty. This course will be a nice refresher course for current DDP's
Goals and Target Audience:
Departmental time keepers, Human resource people, managers and any person who should or is responsible for the workers' compensation injury claims within their department(s). Current DDP's will benefit from this course
Session Title:
Payroll - Review of the Supplemental Pay Form
Presenters:
Joanne Robel,Payroll Staff
Category:
Administrative Topics
Date:
2012
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
213/15 LSC
Description:
This session will provide information on how campus payroll liaisons can successfully complete the updated supplemental pay form.
Goals and Target Audience:
Increase understanding of payroll process and interaction with campus College and Department payroll liaisons

1:00 PM

Session Title:
Special Course Fees - update on the new manual
Presenters:
Valerie Monahan,Lee Nagle
Category:
Administrative Topics
Date:
2012
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
220/22 LSC
Description:
The Special Course Fee Manual has been updated and approved by the Board of Governors in June 2011. A review of the changes to the manual will be discussed.
Goals and Target Audience:
Department accounting techs or those responsible for managing special course fee accounts.
Session Title:
The Classified Employment Selection Process 101
Presenters:
Lorraine Larocque,Rachel Wilkinson
Category:
Administrative Topics
Date:
2012
Start Time:
1:00 PM
Session Length:
2 Hours, 50 Minutes
Room:
228 LSC
Description:
This course is designed to teach supervisors, managers and classified staff about classified staff selection processes. This session includes: • Begins with information on the classified staff recruitment and selection process, including basics of the State Personnel System, state residency requirements, the concept of merit and fitness and definition of “classified.” • An overview of classified processes involving CO-Jobs, the state’s new online application system, types of recruitment processes, assessment/exam options and the referral process. • Definitions of key terms and explanations of processes for transfer, reinstatement, promotion, demotion, resignation, state classified hourly, and essential positions along with discussion of the key similarities and differences between the classified and administrative professional search processes.
Goals and Target Audience:
Targeted Audience: Supervsior and managers of classified staff as well as classified employees. Goals: -Knowledge of the basic premise for state classified staff serach processes - Understanding terms in the state classified staff system such as transfer, voluntary demotion, reinstatement, etc. -Basic knowledge of the methods of hiring within the state classified system -Where to call when you have questions!

2:00 PM

Session Title:
Graduate Assistant Department Invoicing
Presenters:
Charlotte Shanahan
Category:
Administrative Topics
Date:
2012
Start Time:
2:00 PM
Session Length:
50 Minutes
Room:
203/05 LSC
Description:
Procedures and information for Graduate Assistant Lists and invoices, billed through Accounts Receivable Operations.
Goals and Target Audience:
Department Graduate Student Coordinators or College Business Officers & Accountants/Acct Techs for departments that do Graduate Assistant Billings
Session Title:
In-State Residency
Presenters:
LeAnne Schnader
Category:
Administrative Topics
Date:
2012
Start Time:
2:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
210 LSC
Description:
Why is it so hard to petition for in-state residency? Is anyone ever approved for in-state residency? Answers to these questions and others. We will review the petitioning process, deadlines, documentation, and Article 7 of the State of Colorado Constitution along with time to answer your other questions. State classified personnel, administrative professionals, and faculty working with students as advisor, office administrator, program coordinators, or GA supervisors. This session would be particularly helpful to those who work with non-resident students especially those graduate students who are Graduate Assistants.
Goals and Target Audience:
State classified personnel, administrative professionals, and faculty working with students as advisor, office administrator, program coordinators, or GA supervisors.

3:00 PM

Session Title:
Managing Rogue Receivables
Presenters:
Trish Torrez
Category:
Administrative Topics
Date:
2012
Start Time:
3:00 PM
Session Length:
50 Minutes
Room:
203/05 LSC
Description:
Business and Financial Services manages receivables and compliance issues for accounts billed through the central billing system, Banner. There are department receivables, not billed through Banner, that are managed by campus departments. This session will assist departments in managing and collecting their outstanding receivables, explain what central billing resources are available to them, and to make sure the University's receivables remain in compliance with accounting rules.
Goals and Target Audience:
Department accounting techs or office managers who maintain receivables outside of Banner.