Resources and Tools
Billings
- Genbill - Genbill is a process that can be used to charge for services provided to another Purdue department at a University approved rate
- PMU Billings - Resources for handling payment of charges for services provided by Purdue Memorial Union (PMU)
- Master Spreadsheet for PMU Clearing Accounts and Contact Information by cost center
- Contact Jan Bessler (jbessler@purdue.edu) with changes.
- Business process for handling payment of charges for services provided by PMU Events Office
- Business Process for handling payment of charges for services invoiced on PMU Department AR Accounts
- How to do a monthly review of PMU clearing fund balance and activity
- Master Spreadsheet for PMU Clearing Accounts and Contact Information by cost center
Business Management Task Checklist
Listing of tasks to be performed by Business Management staff. Includes task description, resources and due dates
Employment
- Prior Approval - Employment Actions Requiring Prior Approval
- Provost, VP for Research & Dean of Graduate School - Employment Actions Requiring Prior Approval by the Provost, VP for Research, Dean of Graduate School
- Provost Prior Approval Transition Document - Provides explanation of changes between current document issued September 2012 and previous document issued March 2008
- Routing for Actions Requiring Provost Approval
- EVP&T - Employment Actions Requiring Prior Approval by the Executive VP for Business and Finance, Treasurer
- Policies by employee type – Review the resources provided in BEMP 200 Course Manual to help determine if prior approval is needed
- Provost, VP for Research & Dean of Graduate School - Employment Actions Requiring Prior Approval by the Provost, VP for Research, Dean of Graduate School
- Moving Allowance - Policies and Resources for Moving/Relocation Allowances for Staff
- Employment Processes for Business Office Staff Only - Checklists and Processes that are specifically applicable to hiring, transfer, and termination of staff employed in business offices
- Checklist - New Business Office Employee
- Checklist - Termination/Transfer Business Office Employee
- Process to Hire Administrative/Professional Staff in Business Office Org Units within Director of Business Managers area
- Process to Transfer/Separate Administrative/Professional Staff in Business Office Org Units within Director of Business Managers area
Graduate Appointment Manuals
One Purdue Tips
SharePoint site that includes some “helpful hints” for using OnePurdue. Many of these have been created and shared by end users like yourself. All have been reviewed and tested to confirm that they work. However, results have not necessarily been validated against any report standards, so please be cautious. Always review and validate your results. These tips are not intended to provide final answers to your OnePurdue questions but to help you learn to use the system to perform your job.
Healthy Living Resources
- Health Coaching Helps You to Make and SUSTAIN Healthy Changes
- Meet Your Health Coaches
- Tips for Supervisors
Other Resources & Tools
- Business Office Websites - Web sites of various college/department business offices that offer additional resources for faculty and staff. To obtain information about staff in campus business offices, please use the Detailed Directory of Business Managers.
- SAP Roles Template for Business Management - Lists typical roles held by positions in Business Management
- Memberships
- PSCD Tips - UNDER CONSTRUCTION
- Public Records - Definition of Public Records and how to respond to a request for public records
- Records Retention - Includes the Current Records Retention Schedule
- Study Abroad Manual - A nuts and bolts manual for departmental study abroad programs
PRF
PRF website and guidelines for use of PRF Funds
- PRF Financial Services - Includes PRF forms, PRF credit card information, and discretionary fund information)
- PRF Discretionary Fund Guidelines
- Comparison of PRF Expenditure Policy and University Hospitality Policy Document (Located on Provost Website)
Process Improvement
- Business Systems Governance - Provides information about the overall direction of business systems and the governance/prioritization process
- Business Systems Governance SharePoint Site
- Business Systems Work in Progress Chart - A summary of current projects and status information
Procurement
- SRM Information - Includes processes, reports and Procure-to-Pay process
- Purchasing Card Information
Sponsored Programs
- SPS Pre-Award Services - Includes service areas, SPS Handbook and proposal deadlines
- Computers Purchased on Federal Funds - Quick Reference Sheet (QRS) for Computers Purchased on Federal and Federal Pass-Through Funds
Staff Development
- Business Management Task Bank - Detailed documentation of duties performed by support staff in Business Management. Contains a link to the Manual (history, process, Instructions etc.) as well as a link to list of Task Bank duties
- Business Management Task Bank for support positions
- Business Management Task Bank Manual, including history, process, instructions, etc.
- Business Services Performance Feedback Survey
- SAP Skills and Knowledge Assessment - Guidelines for supervisors to use in evaluating a staff member's knowledge and skills using SAP and other applications. Ueful or targeting training needs