Introduction. The following survey is a product of the Integrated Support Services Project at UWM.

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1 Introduction The following survey is a product of the Integrated Support Services Project at UWM. You are receiving this survey because you have been identified as someone with experience in at least one of the four functional areas of the project: finance and accounting, procurement, human resources, and/or information technology. The project team is presently working to document existing business processes in these four functional areas. Understanding how work at UWM is accomplished now will inform the project team as it considers strategies for achieving long-term service efficiencies, improving effectiveness, making better use of technology, and enhancing professional development opportunities in administrative areas. The project team understands that your time is valuable. The information you share in this survey will help the project team (1) understand your role(s) in the various functional areas and (2) identify how to utilize your knowledge and experience in future data-gathering activities, preventing excessive or unnecessary requests for input. This survey is not an evaluation of performance; your responses will not be used for any review or assessment of your job performance. The survey should take you between 1 to 30 minutes to complete, depending on the number of functional areas you select. If you need to leave the survey and complete it at another time, your responses will be saved. You can return to your uncompleted survey before Friday, February 19th using the unique survey link provided to you via . Once you complete the survey and submit your final answers, you will not be able to re-access your survey. Common Questions Please complete the following questions to the best of your abilities. If you are not involved in a task or process outlined in a question, please select "" (not applicable). Please indicate the functional area(s) in which you serve. Only choose areas that are a major part of your job description. Please select at least one area. Accounting & Accounts Payable Human Resources IT Procurement - I do not have any major responsibilities within these functions Accounting & Accounts Payable The Accounting & Accounts Payable team is currently reviewing business processes that affect many stakeholders across campus. We have included a very brief set of questions to gain a better understanding of your role with respect to specific business processes. The Accounting & Accounts Payable team has identified key business processes in this survey as our highest priority for review. As we finalize our current state assessment we will reach out to those who are engaged in these specific processes for validation and next steps.

2 Please indicate which Accounting and Accounts Payable tools that you use to perform your job. Select all that apply. Shared Financial System (SFS) Human Resources System (HRS) WISDM US Bank Access Online (P-Cards) Image Now/ WebNow PAWS Please check the box(es) indicating your involvement with the following accounting or accounts payable related business processes. Please select "" if you do not perform any part of the listed business process. Financial Reporting Funding Data Forms Direct Retros Department Action Requests Capital Equipment Cash Transfers Budget Transfers Authorized Signature Files Procurement Cards - Setup / Transaction Management Payment of Invoices - Against Purchase Orders Preparation Review Approval System Entry Retrieval

3 Please check the box(es) indicating your involvement with the following accounting or accounts payable related business processes. Please select "" if you do not perform any part of the listed business process. Payment of Invoices - Direct Payment Requests Payment of Invoices - Auxiliary Price Checks Payments to Individuals (PIR) Academic Support Services Agreements (ASSA) - Payment Against Contract Academic Support Services Agreements (ASSA) - Payment Against Invoice Entertainer Contracts/Payments - Direct Payment Requests Entertainer Contracts/Payments - Purchase Order Pre-Audit Functions - Non-Conforming Orders Pre-Audit Functions - Journal Uploads Pre-Audit Functions - NSPT Process & Upload Pre-Audit Functions - Direct Charge (Internal Services) Preparation Review Approval System Entry Retrieval Please indicate your time dedicated to the following accounting or accounts payable related business processes. Please select "" if you do not perform any part of the listed business process. Daily Weekly Monthly Annually (on seldom occasions) Financial Reporting Funding Data Forms Direct Retros Department Action Requests Capital Equipment Cash Transfers Budget Transfers Authorized Signature Files Procurement Cards - Setup / Transaction Management Payment of Invoices - Against Purchase Orders

4 Please indicate your time dedicated to the following accounting or accounts payable related business processes. Please select "" if you do not perform any part of the listed business process. Payment of Invoices - Direct Payment Requests Payment of Invoices - Auxiliary Price Checks Payments to Individuals (PIR) Academic Support Services Agreements (ASSA) - Payment Against Contract Academic Support Services Agreements (ASSA) - Payment Against Invoice Entertainer Contracts/Payments - Direct Payment Requests Entertainer Contracts/Payments - Purchase Order Pre-Audit Functions - Non-Conforming Orders Pre-Audit Functions - Journal Uploads Pre-Audit Functions - NSPT Process & Upload Pre-Audit Functions - Direct Charge (Internal Services) Daily Weekly Monthly Annually (on seldom occasions) Did you receive training from the central office or from your department for completing the tasks associated with the following accounting or accounts payable related processes? Please select "" if you do not perform any part of the listed business process. Financial Reporting Funding Data Forms Direct Retros Department Action Requests Capital Equipment Cash Transfers Budget Transfers Authorized Signature Files Procurement Cards - Setup / Transaction Management Payment of Invoices - Against Purchase Orders Yes No

5 Did you receive training from the central office or from your department for completing the tasks associated with the following accounting of accounts payable related processes? Please select "" if you do not perform any part of the listed business process. Payment of Invoices - Direct Payment Requests Payment of Invoices - Auxiliary Price Checks Payments to Individuals (PIR) Academic Support Services Agreements (ASSA) - Payment Against Contract Academic Support Services Agreements (ASSA) - Payment Against Invoice Entertainer Contracts/Payments - Direct Payment Requests Entertainer Contracts/Payments - Purchase Order Pre-Audit Functions - Non-Conforming Orders Pre-Audit Functions - Journal Uploads Pre-Audit Functions - NSPT Process & Upload Pre-Audit Functions - Direct Charge (Internal Services) Yes No When questions arise, where do you first go for guidance? Department Division Central Campus Office Website / Online Other (please indicate) What accounting or accounts payable related processes do you think should be changed or could be more efficient? Please select "" if you do not perform any part of the listed business process. Financial Reporting Funding Data Forms Direct Retros Department Action Requests Capital Equipment Cash Transfers Budget Transfers Authorized Signature Files Procurement Cards - Setup / Transaction Management Payment of Invoices - Against Purchase Orders Yes No

6 What accounting or accounts payable related processes do you think should be changed or could be more efficient? Please select "" if you do not perform any part of the listed business process. Payment of Invoices - Direct Payment Requests Payment of Invoices - Auxiliary Price Checks Payments to Individuals (PIR) Academic Support Services Agreements (ASSA) - Payment Against Contract Academic Support Services Agreements (ASSA) - Payment Against Invoice Entertainer Contracts/Payments - Direct Payment Requests Entertainer Contracts/Payments - Purchase Order Pre-Audit Functions - Non-Conforming Orders Pre-Audit Functions - Journal Uploads Pre-Audit Functions - NSPT Process & Upload Pre-Audit Functions - Direct Charge (Internal Services) Yes No Is there anything else related to Accounting or Accounts Payable that we should know about? Human Resources The HR team is currently reviewing business processes that affect many stakeholders across campus. We have included a very brief set of questions to gain a better understanding of your role with respect to specific HR business processes. The HR team has identified key business processes in this survey as our highest priority for review. As we finalize our current state assessment we will reach out to those who are engaged in these specific processes for validation and next steps. Please identify which best describes your HR role at UWM. I work in the central Office of Human Resources I work in the central business/hr office of a School/College/Division (i.e., Prep) I work in a department or center as an administrator I am a supervisor who manages staff Other (please specify)

7 Please indicate which tools you use to perform your job. Select all that apply. HRS PAWS Query Library UW - Knowledgebase (KB) UW-System Portal UWM Policies UWSA Policies AIMS/AIMS Resource Page Other (please specify) As an HR professional administering Federal, State, UW-System, or UWM policies and procedures, please indicate how often you perform duties related to: Classification (writes position descriptions; creates allocation patterns for titles within my division; aligns job duties based upon competencies; reviews and assigns appropriate titles based upon the FLSA status and position duties) For this question and any of the following questions, please select "" if you do not perform any part of the listed process. Daily Weekly Monthly Once per Semester Within the classification category, select all tasks which you complete. Write position descriptions Determine classification allocation patterns Assign titles for my unit Align job duties based upon competencies Determine FLSA status

8 Please indicate how often you perform duties related to: Talent Acquisition (supporting recruitment, onboarding, and training plan for new staff within your unit) Daily Weekly Monthly Once per Semester Within the talent acquisition category, select all tasks which you complete. Provide administrative support to search and screen committees Advises on recruitment sources, strategies to attract applicants Advise and assist the hiring manager with on-boarding the employee and identifying training opportunities. Develop interview questions Other (please specify) Please indicate how often you perform duties related to: Benefits (providing counsel and guidance on the State of Wisconsin Benefits programs and offerings to differing employment categories) Daily Weekly Monthly Once per Semester Please indicate how often you perform duties related to: Compliance (providing counsel and guidance on policy questions specifically related to all areas of HR) Daily Weekly Monthly Once per Semester

9 Within the compliance category, select all tasks which you complete. Criminal Background Checks I-9 / E-verify / recertification Immigration / visa Leaves (military, family, personal) Americans with Disabilities Act (ADA) Workers Compensation Other (please specify) Please indicate how often you perform duties related to: Employee Relations (providing counsel and guidance to supervisors or employees on grievances, discipline, performance improvement, terminations for cause, etc.) Daily Weekly Monthly Once per Semester Please indicate how often you perform duties related to: HRS (creating, monitoring or managing HRS transactions, this includes paperwork for hires or changes, time and labor and absence management or review of HRS related reports) Daily Weekly Monthly Once per Semester Within the HRS category, select all tasks which you complete. I complete hire/change paperwork for hires/changes (Faculty, Limited, AS, US, temporary, grad student, ET) I complete hire/change paperwork for hires/changes for student hourly I am a payroll coordinator I work with the financial forms I am a time approver

10 Related to HRS, select the tasks for which you complete paperwork and process. Select all that apply. Additional Pay Overpayments Under payments Lump sum payments Winterim Overloads Please indicate how often you perform duties related to: Performance Management (providing counsel and guidance to supervisors related to managing performance and professionally developing staff, provides templates for career paths and identifies training opportunities for individuals based upon job expectations). Daily Weekly Monthly Annually Please indicate how often you perform duties related to: Compensation (provides counsel, prepares documentation, reviews salary data, conducts salary surveys in order to better serve my unit in assessing where our positions are relative to market as well as identify compensation discrepancies and makes suggestions for corrections). Daily Weekly Monthly Once per Semester

11 Within the Compensation category, select all tasks which you complete. I complete the paperwork associated with compensation adjustments I pull internal and external data for analysis Merit/Non-merit requests Promotional salary increments Setting of salaries (hire, re-class, promotion, etc.) Tenure and promotion Administrative Increments Other (please specify) Is there anything else related to HR that we should know about? IT The IT functional team is currently reviewing business processes that affect many stakeholders across campus. We have included a very brief set of questions to gain a better understanding of your role with respect to specific IT business processes. The IT functional team has identified key business processes in this survey as our highest priority for review. As we finalize our current state assessment we will reach out to those who are engaged in these specific processes for validation and next steps. What percentage of your job duties is IT focused? <10% 10-25% 26-50% >50% How would you describe your primary role?

12 How often do you perform the following IT related activities? Application development Application support (administration and maintenance) Communication/training on IT topics for staff/faculty Data Warehouse Reporting/Query Development Database Administrator (does not include MS Access) Desktop Enterprise Configuration Management (SCCM/JAMF) Desktop/Laptop support (in-person end-user support) Directing/supervising non-student staff Directing/supervising student staff Emerging technology research and support (3d printing, Virtual Reality, etc.) Hardware repair Help Desk Identity Access Management (account provisioning, group management, etc.) Mediated space support (classrooms, conference rooms, labs) Daily Weekly Monthly Once per Semester How often do you perform the following IT related activities? Mobile Device support (phone, tablet, other) Networking (Design, Installation & Configuration) Online Instruction development and support Printer Maintenance (paper jams, toner replacement, repairs, etc.) Printer support (administration, setup & configuration) Purchasing (transactional procurement activities) Purchasing Consultation/Recommendations Specialized research equipment support Security incident response (compromised computers/accounts) Server/Systems admin (Designing, Installing, Configuring, Administrating & Troubleshooting) Software License Management Web design/ development Website Content Administration Other (please specify) Daily Weekly Monthly Once per Semester

13 Have you received any formal departmental funded IT training in the last: 0 to 2 years 3 to 5 years 5+ years None Have you received any formal personally funded IT training in the last: 0 to 2 years 3 to 5 years 5+ years None Is there anything else related to IT that we should know about? Procurement The Procurement team is currently reviewing business processes that affect many stakeholders across campus. We have included a very brief set of questions to gain a better understanding of your role with respect to specific Procurement business processes. The Procurement team has identified key business processes in this survey as our highest priority for review. As we finalize our current state assessment we will reach out to those who are engaged in these specific processes for validation and next steps. Please check the box(es) indicating your involvement with the following procurement related business processes. Please select "" if you do not perform any part of the listed business process. P-Card Low Dollar Order External Requisitions Direct Payment Forms Payment to Individuals (PIR) Invoices for Payment Shop@UW Purchases/ MDS UWM TechStore Purchases Preparation Review Approval Other

14 Please describe what you do for any business processes where you selected "other." Please indicate your time dedicated to the following procurement related business processes. Please select "" if you do not perform any part of the listed business process. P-Card Low Dollar Order External Requisitions Direct Payment Forms Payment to Individuals (PIR) Invoices for Payment Purchases/ MDS UWM TechStore Purchases Daily Weekly Monthly Annually/ Seldom Please check the box(es) indicating who gives you the purchase request. If you are not involved, please select "." P-Card Low Dollar Order External Requisitions Direct Payment Forms Payment to Individuals (PIR) Invoices for Payment Purchases/ MDS UWM TechStore Purchases Originator/ PI Originator's Assistant Dep't Office Dept Head/ Chair/ Director School/ College/ Division Office Pre-Audit

15 Please check the box(es) indicating to whom you send the purchase request. If you are not involved, please select "." P-Card Low Dollar Order External Requisitions Direct Payment Forms Payment to Individuals (PIR) Invoices for Payment Purchases/ MDS UWM TechStore Purchases Originator/ PI Originator's Assistant Dep't Office Dept Head/ Chair/ Director School/ College/ Division Office Pre-Audit When questions arise, where do you first go for guidance? Department Division Central Campus Office Website / Online Other (please indicate) What purchasing related processes do you think should be changed or could be more efficient? Please select "" if you are not involved in any given process. P-Card Low Dollar Order External Requisitions Direct Payment Forms Payment to Individuals (PIR) Invoices for Payment Shop@UW Purchases/ MDS UWM TechStore Purchases Yes No Please describe how any of the processes in the last question could be improved. This applies to any processes for which you answered "yes."

16 Is there anything else related to Procurement that we should know about? Submission Are you ready to submit your answers? If yes, please click the next arrow. Past this point, your answers are final. If no, please take the time now to go back through the survey and add or modify anything that you desire. If you know of someone that did not receive this survey by but who would nevertheless like to take it, the survey is linked to the Integrated Support Services Project website and may be accessed there. Thank you for your participation with this very important effort. Further information about the project, its teams, and objectives is available on line, Block 7 Thank you for your response. We appreciate learning that your position does not include any major responsibilities in the four functions within the ISS project. Because this survey is focused on staff who regularly have duties within these functions, your survey is complete. As the project progresses, the teams will be seeking input and feedback from other stakeholder groups. In the meantime, we hope you will review our website for more details and ongoing updates - You may also share questions or comments via the website, or with a direct to iss-chgmgmt@uwm.edu. Please click the next arrow to finalize your survey. Sincerely, ISS Project Team