Business Processes

Register for Systems & Processes workshops through myHRLearn. Need help? here's a quick reference guide to help navigate the registration process

Introduction to University Business Processes (Online)

Introduction to University Business Processes is an online module that explores Northwestern’s business environment and framework for compliance, while identifying key University business terms, systems, departments and policies. It is recommended that employees view this online module before viewing additional business process modules. (Undergoing Maintenance in FY19)

  • Introduction to University Business Processes

Effective Business Operations: A Guide to Internal Controls (Online)

Effective Business Operations: A Guide to Internal Controls 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. (Undergoing Maintenance in FY19)

  • Module 1: Effective Business Operations (Undergoing Maintenance in FY19)  
    • Introduction
  • Module 2: Effective Business Operations (Undergoing Maintenance in FY19)  
    • Cash, Revenues, and Petty Cash | Procurement and Payments | Budgeting
  • Module 3: Effective Business Operations (Undergoing Maintenance in FY19)  
    • Payroll and Personnel | Equipment and Safety | Information Technology
  • Module 4: Effective Business Operations (Undergoing Maintenance in FY19)  
    • Sponsored Programs

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


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Procurement and Payments (Online)

Procurement and Payments builds from Introduction to University Business Processes and Effective Business Operations by exploring purchasing processes in depth.

Procurement and Payments consists of a series of self-paced online modules and Process Maps

Learn Northwestern’s purchasing philosophy and how to make best value purchases when dealing with a variety of suppliers.

Key Points

  • Identify the core purchasing processes to follow and how, depending on the type of supplier (University Department, Preferred Vendor, or Non-Preferred Vendor) and the type of good or service needed.
  • Determine how and when it is appropriate to use PO payment methods and non-PO payment methods (Procurement Card, Online Voucher: Direct Payment Request).
  • Locate the relevant online resources, policies, procedures and additional training for acquiring goods and services at Northwestern.
  • Determine the control practices you can implement to strengthen your internal purchasing operations.
  • Make purchasing decisions using a method that results in “best value” to your unit and the University.

Online Modules

It's recommended that you begin by viewing the Introduction and Overview module. Additional modules will be posted as they become available. Please check back or follow us on Twitter for updates.

Process Maps

The following Process Maps were created as a learning tool as part of Purchasing and Payments, but have come to be a more broadly used on-the-job tool for day-to-day assistance with purchasing and payments processes.

These Process Maps follow the same procurement process that is explored in the online module.

Please share your feedback about the Process Maps above by completing a brief survey.

  • Engaging the Services of IndividualsPDF - This Process Map is being updated to reflect the new look and feel and will be posted as soon as it is available.
  • Additional Pay
    For more information about the Additional Pay process please contact Compensation: (847) 491-7516

Reference the Purchasing and Payment Methods Quick Reference Guide PDF for additional guidance, and see the Finance, Facilites, and Research Administration web site for information on Finance, Facilites, and Research Administration training.