Workplace Learning

Introduction to University Business Processes is an online module that explores NU’s business environment and framework for compliance, while identifying key NU business terms, systems, departments and policies. It is a pre-requisite for many other Business Processes workshops, and helps staff members determine a personalized curriculum for business process learning.

To request enrollment, please email your NetID to workplace-learning@northwestern.edu. You will then receive confirmation of your enrollment by the end of the next business day. Once you receive confirmation, log into Blackboard at http://courses.northwestern.edu/ to view the presentation.

Before you begin, ensure that:

1. your computer has audio capabilities;
2. your email program, such as Outlook, is open and functional;
3. you have about 60 minutes set aside to complete the online course.

Effective Business Operations helps University employees to effectively and efficiently administer operations; keep reliable financial records; produce accurate reports; comply with University policies, procedures, laws and regulations; and safeguard University assets. Prerequisite: Introduction to University Business Processes.

Key Points

• Find out what can happen if adequate controls are not in place
• Learn the key control elements and how they relate to one’s job
• Obtain a self-assessment tool to evaluate internal operations
• Identify whom to contact with questions or concerns about business operations

NOTE: This workshop is currently being re-designed to be accessible online. Details will be posted as they become available. In the interim, please review the Process Maps below for further guidance.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

This workshop builds from Introduction to University Business Processes and Effective Business Operations by exploring purchasing processes in depth. Learn NU’s purchasing philosophy and how to make best value purchases when dealing with a variety of suppliers. Prerequisites: Introduction to University Business Processes (HRD700) and Effective Business Operations (HRD705).

Process Maps

• Core Purchasing Processes - Surplus Property Exchange and Internal Recharge/Service Centers
• Core Purchasing Processes - Preferred Vendors (Catalog and Non-Catalog)
• Core Purchasing Processes - Non-Preferred Vendors
• Core Purchasing Processes - Online Voucher Direct Payment Request
• Other Approved Procurement Methods 
• Engaging the Services of Individuals
• Additional Pay 
• Advances 
• Reimbursing University Employees
• Reimbursing Non University Employees 
• Procurement Methods Quick Reference Guide 

See the Project Café website for information on Project Café training.

Key Points

• Locate the relevant online resources, policies, procedures and additional training for acquiring goods and services at NU.
• Determine the control practices you can implement to strengthen your internal purchasing operations.
• State when to partner with, and what resources and support are provided by: Accounts Payable, ASRSP, Auditing, Depository Services, OSR, Payroll, Purchasing Resource Services, and Project Café.
• Make purchasing decisions using a method that results in “best value” to your unit and NU.
• Describe the core purchasing processes to follow and how, depending on the type of supplier (internal, external – preferred and non-preferred) and the type of good or service needed.
• Determine how and when it is appropriate to use the ProCard and Direct Payment Request (DPR) alternative purchasing methods.
• Determine which payment process and forms (Contracted Services Form, Additional Pay, Special Pay) to use and the criteria to meet when engaging the services of individuals.
• Describe how to reimburse individuals for purchases and expenses.
• Describe how employees may obtain cash or check advance of University funds for travel and non-travel expenses.

This workshop takes an ethical point of view of the major policies and procedures guiding the University’s work flow. In a highly interactive and informal environment, participants review key points and do’s and don’ts, then learn how to recognize potential problems and where to go for answers.

Key Points

• University employment
• Sexual harassment and discrimination prevention
• Confidentiality
• Representing the University; conflict of interest
• Purchasing and vendor relations
• Travel, entertainment and gifts
• Proper accounting
• Proper use of University assets and network and computing resources
• Copyright and trademark infringement

This workshop is offered as part of New Employee Orientation (NEO) Part 2. If you are registered for or are planning to register for NEO Part 2, you do not need to attend this session.

The Family Educational Rights and Privacy Act (“FERPA”) defines student educational records, outlines students’ rights to access the records and review their contents, and governs who, in addition to students, may access the information and under what circumstances. FERPA also governs how Northwestern University must maintain student records.

Visit FERPA Online Training to get started. Please note that you'll need to enter your NetID and NetID password for added security.