Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
For staff who use the Oracle Accounts Receivable application. Topics include customer set-up process; creating, copying and canceling invoices; using the iReceivables dashboard; balances and payment information; University policies governing receivables, collections, and bad debt; and understanding the reports available to Accounts Receivable users.
Cost: $0
Learn more and register on the Harvard Training Portal. Find class information...
Repeats every month on the 11 of August until Fri Aug 11 2017 . Also includes Thu Sep 14 2017, Tue Oct 17 2017, Thu Nov 16 2017, Tue Dec 12 2017.
1:30pm to 3:30pm
1:30pm to 3:30pm
1:30pm to 3:30pm
1:30pm to 3:30pm
1:30pm to 3:30pm
1:30pm to 3:30pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course provides an overview of the Concur system for employees who submit reimbursement requests and delegates who prepare requests for other employees. The course covers how to process an employee’s out-of-pocket business-related expenses as well as charges paid for with a Citi Corporate Card. Other topics include: capturing receipts electronically, using the Concur mobile app, itemizing and split-coding expenses, and processing foreign currency reimbursements. Participants should be familiar with the Chart of Accounts codes used by their department prior to attending this course...
Repeats every month on the 14 of September until Thu Sep 14 2017 . Also includes Tue Oct 03 2017, Tue Nov 07 2017, Mon Dec 04 2017.
1:00pm to 2:00pm
1:00pm to 2:00pm
1:00pm to 2:00pm
1:00pm to 2:00pm
1:00pm to 2:00pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course is intended for people currently using CREW financial reports who will be migrated to the Oracle Business Intelligence (OBI) platform. Topics include an overview of OBI, executing a dashboard in OBI, and tips for interacting with data online, printing and exporting data. Participants must be designated by their Authorized Requestor as needing access to OBI before taking this course.
Cost: $0
Learn more and register on the Harvard Training Portal. Find class information...
Repeats every month on the 11 of December until Mon Dec 11 2017 .
9:00am to 4:00pm
9:00am to 4:00pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course covers three key topics: an orientation to the Harvard Data Warehouse (HDW), the basic concepts of Harvard's data structure and data modeling, and exercises using Brio as a foundation of query development. Participants must have an active login to the Ad Hoc environment. Prework required.
Cost: $0
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Repeats every month on the 16 of November until Thu Nov 16 2017 .
9:00am to 1:00pm
9:00am to 1:00pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
SmartView is a platform for creating ad hoc budget reports in an Excel environment. This course covers accessing a HUBS database from an Excel worksheet; selecting specific members (e.g., tub-org, object, fund, year, etc.); retrieving budget data; arranging members on the grid; drilling down into data; and applying Excel formatting and formulas.
Cost: $0
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Repeats every 2 weeks every Thursday until Thu Oct 19 2017 . Also includes Thu Nov 02 2017, Thu Nov 09 2017, Tue Dec 05 2017.
9:00am to 1:00pm
9:00am to 1:00pm
9:00am to 1:00pm
9:00am to 1:00pm
9:00am to 1:00pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course introduces participants to the Harvard University Budgeting System (HUBS), used by Harvard's financial planners to develop and maintain their forecast and operating budget each fiscal year. Topics include user roles; setting preferences; running and exporting reports; taking advantage of drill-down capabilities; entering budget data, comments, and supporting detail; running calculations (known as business rules); copying working budgets into drafts; and validating Chart of Accounts combinations before budget submission.
Repeats every month on the 10 of August until Thu Aug 10 2017 . Also includes Tue Sep 12 2017, Thu Oct 12 2017, Tue Nov 07 2017, Thu Dec 07 2017.
9:30am to 12:30pm
9:30am to 12:30pm
9:30am to 12:30pm
9:30am to 12:30pm
9:30am to 12:30pm
9:30am to 12:30pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course provides hands-on training on shopping for office and lab supplies in the HCOM Marketplace, creating purchase orders for contractors and consultants, paying invoices and honorariums, and processing reimbursements to students and non-employees. Participants must have login access to HCOM at least one week prior to attending this course and must have their HarvardKey and Duo access with them in order to participate in the class exercises. It is recommended that participants take the Chart of Accounts class and the online HCOM class prior to attending this course.
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
Using a combination of case studies, recent examples of fraud in higher education, and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud, and to outline the steps to take if you suspect fraud.
Cost: $0
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Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This workshop explores fiduciary responsibility and internal controls. Participants will gain a clear understanding of roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.
Cost: $0
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Repeats every month on the 8 of August until Tue Aug 08 2017 . Also includes Thu Sep 07 2017, Tue Oct 03 2017, Thu Nov 02 2017, Tue Dec 05 2017.
9:30am to 12:00pm
9:30am to 12:00pm
9:30am to 12:00pm
9:30am to 12:00pm
9:30am to 12:00pm
9:30am to 12:00pm
Location:
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This introductory class provides an understanding of Harvard's Chart of Accounts (CoA) structure and explains the information that is captured about each financial transaction. This class is recommended for all staff who are responsible for processing, tracking, or reviewing financial transactions and it is considered a foundational class for other financial management and financial systems courses.
Cost: $0
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Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course reviews the basics of accounting, including accounting equations, debits and credits, accrual accounting, and fund accounting. Time will also be dedicated to Harvard-specific accounting for internal transfers and billings, and the specific types of funds that comprise Harvard's net assets.
Cost: $0
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Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
Additional day of course: Thursday, December 7 from 9:00 a.m. to 1:00 p.m.
In this interactive workshop, participants will learn about accounting that is unique to Harvard and nonprofit organizations, along with its application to their daily work. Exercises and case examples will present accounting principles and underscore the importance of promoting an accurate accounting environment consistent with the University's values and objectives. Requires participation in two half-day sessions. Note: This course is for individuals working in the tub finance offices...
Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This workshop will reference the principle of Kaizen, which uses small steps for continual improvement in habits and processes. Increase your personal effectiveness – recognizing that building on incremental, continuous improvements may help you win your war with productivity.
Cost: $50
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Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
This course introduces you to process improvement tools and techniques from LEAN Management that you will be able to implement with your team. You will experience process assessment and redesign through a “hands on” approach that includes a simulation and exercises. You will also have the opportunity to apply the tools and concepts to one of your current processes.
Cost: $75
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Center for Workplace Development, 124 Mt. Auburn Street, Cambridge
In this introductory workshop, you will learn and apply a framework to initiate, define, plan, and schedule a project. This course is intended for people leading a project who have little or no formal training in the project management process seeking an introduction to key concepts. Through this hands-on approach you apply tools and techniques and develop a project plan. Note: this workshop does not teach the use of project management software. Please see our offering of Microsoft Project for information on that topic.
