AGENDA
SLU Business Manager Meeting
October 13, 2011
Young Hall
9:00a.m.-10:30a.m.
1) Announcements – Allison Grapperhaus
Sign in Sheets
September and October What’s New?
Who’s New?
Future Business Manager Meetings
 Solicit input to enhance/expand meeting topics
 [email protected] or 7-2393
2) Bring your Dog to Work Policy- Diane Holloman, Human Resources
3) New Online Performance Management Tool- Patty Haberberger, Human Resources
4) Migration of Reports- Elaine Sloan, ITS
5) Blue Santa- Jim Greathouse – Human Resources
Updated 10/11/11
Business Manager Meeting
Minutes of the Meeting of October 13, 2011
Meeting minutes of the Saint Louis University Business Managers held at 9:00 a.m. on Thursday, October 13
2011 in Young Hall.
Business & Finance Staff Present:
Anne Becker
Janice Crawford
Andrew Doeschot
Mindy Fenton
Jim Fugel
Sharon Gajewski
Peter Galazka
Dave Grabe
Allison Grapperhaus
Jeff Hovey
Tracy James
Dave Heimburger
Lori Myers
Janet Strader
Lisa Zoia
Number of Business Managers Present: 107
Number of Guests: 8
Number of Business and Finance Representatives Present: 15
Allison Grapperhaus welcomed everyone to the meeting and went over the agenda.
Discussion of Future Business Manager’s Meetings:
• Contact Allison Grapperhaus ([email protected]) with suggestions and or/ideas for the meetings going
forward.
Diane Holloman (Human Resources) – Bring your Dog to Work Policy (the presentation given can be
found following the minutes):
• This will be a six month trial period beginning November 2nd and is scheduled for the first
Wednesday of each month. After the initial six months, the policy will be re-evaluated for
continuation.
• This applies to both full and part-time regular faculty and staff. Also requires approval by Vice
President or Dean.
• Responsibilities of dog owners include:
o Signed waiver of Liability
o Show proof of dog’s medical information
 All vaccinations are complete and current.
 Parasite control is routinely completed.
 No recent history of infection or ringworm.
o Clean up inside and outside of the building
 There is a dog spill kit that should be purchased prior to November 2nd.
o Have control of the dog at all times.
o Appropriate form of containment in the work area.
o Completely responsible for their dog at all times.
• Anyone interested in this policy or have further questions, should contact Diane at 7-8590.
Patty Haberberger (Human Resources) – New Online Performance Management Tool (the
presentation given can be found following the minutes):
• University Online Performance Planning Tool (UOPPT). April 2011, HR partnered with IT to
populate the “reports to” field in INB. This field will be utilized to develop automated organization
charts and to determine the approval flow in UOPPT.
• Department/Division Goals have been added to the “Goal Section.”
• The Roles of UOPPT are as follows:
o Supervisor – completes the evaluation and forwards for approval and acknowledgement.
 This is the ONLY role that can make changes to the evaluation.
o Supervisor + 1 (next level of supervision).
o Department Reviewer – individual assigned to division or department (typically Business
Manager) who reviews all evaluations in the unit.
o HR (Administrator) – Reviews all evaluations in the “Below Expectations” category.
o Employee
• Evaluation Process
o HR publishes evaluation for the calendar year.
o Employee completes self assessment.
o Supervisor and employee meet and have performance discussion.
o Supervisor completes evaluation and is routed to Supervisor + 1 for approval.
o Supervisor +1 has ability to approve, make comments and return to the supervisor to make
changes (if necessary) or routes to the Department Reviewer who has same options to make
changes and submit back to supervisor.
o Department Reviewer approves and routes to the employee.
• The Overall Assessment Rating will load into Salary Planner comments and load into the PEAREVW
screen in INB thus eliminating duplication of data entry and provides consistency of ratings and
comments.
• Training:
o Training for UOPPT will be completed by November 1st.
o HR Consultants will be in contact to schedule training sessions with the units they support.
 A unit “expert” will need to be identified to work with HR and support the supervisors
and employees during the process.
o The “reports to” field must be populated in order for any user to have access, view or
complete evaluations for their staff.
 Contact Nick Hebel in ITS to submit the “reports to” information by October 21st.
• Question: Is the evaluation done by fiscal year or calendar year? Calendar Year and employee paid
out in the fiscal year.
• Question: What if the “reports to” person changes? Let HR know immediately so they can get access
to the appropriate individual.
Elaine Sloan (ITS) – Migration of Reports (the presentation given can be found following the
minutes):
• Old WebFocus reports are being converted to Cognos.
• We will be provided a crosswalk of Old WebFocus report names to Cognos report names.
o 31 reports are still in the process for migration into Cognos production.
• Socialization Process
o Hands on training classes of 10-15 (at the beginning) Business Managers will be provided and
held in the Wool Center. ITS will contact you when your training session will take place.
o Everyone will have a training session on Cognos reporting.
• Question: What web browser is best compatible in running Cognos reports? Internet Explorer
Jim Greathouse (Human Resources) – Blue Santa
• Blue Santa made an appearance to inform everyone of “Christmas at SLU.”
o “Christmas at SLU” is from 4-6 pm Thursday, December 2nd in the Busch Student Center
Wool Ballrooms.
o Departments and offices are encouraged to participate in the Toy Drive that will be given out
to the children on December 2nd.
o Blue Santa will be visiting offices on campus to collect the toys on November 29th and 30th.
Human Resources

Approved by Executive Staff

Trial basis for 6 months

To be re-evaluated for continuation



Applies to full-time and part-time regular
staff and faculty
Requires approval by respective Vice
President and Dean
Approvals received from:
◦
◦
◦
◦
Vice
Vice
Vice
Vice
President-Business & Finance
President-Human Resources
President-ITS
President-Student Development

Begins November 2nd
◦ Scheduled for the 1st Wednesday of each month
◦ Trial basis through April 2012
◦ Dog owner permitted to bring only one dog

Interested departments with proper VP approval
◦ Contact Diane Holloman at 7-8590
◦ Schedule an in-house training session
◦ Dog spill kit should be purchased and available in the
department prior to November 2.
 Available for purchase through Custodial Services
◦ Dog owners must submit proper medical information
Department head (or designee) responsibilities:

Respect and be sensitive to all employees’ needs
◦ People have health conditions, allergies or just are fearful of dogs
◦ These issues may be taken into consideration prior to granting authorization
◦ In some instances where exposure cannot be prevented, the dog owner may not be
allowed to bring their dog to work
◦ Right to revoke dog owner’s privilege at any time

Maintain copies of documentation for authorization and waiver of
liability form
Department head or designee must have the participant
complete the following:

Authorization and waiver of liability form


signed by dog owner prior to bringing a dog on campus
Dog owner must show proof of dog’s medical information
◦ All vaccinations are complete and current
◦ Parasite control is done on routine basis
◦ No recent history of infection or ringworm

Solely responsible for all clean-up inside and
outside of the building
 Use appropriate cleaning and disinfectants supplied through
the purchase of the dog spill kit from Custodial Services

Must control their dog at all times

Appropriate form of containment in their work
areas

Shall be completely responsible for their dog at
all times
◦ use a leash while walking the dog or while dog is in
common areas




Takes responsible owners
Takes common sense
Takes common courtesy
Takes willingness on part of all parties to
make this successful
SAINT LOUIS UNIVERSITY
Human Resources
University Online Performance
Evaluation
Performance Evaluation:
Content
• Same sections as last year tool
– Three Sections:
» Core Performance Values
» Business Goals, Future Goals
» Individual Development Plan
– Overall Rating and comments
• Four ratings:
•
•
•
•
Outstanding
Exceeds Expectations
Meets Expectations
Below Expectations
Content Change
• Business Goals Section
– Department/Division Goals
• Free text field that expands
• To align the employee goal with the
department/division goal
Roles in Evaluation Process
•
•
•
•
•
Employee
Supervisor
Supervisor+1 (next level of supervision)
Department Reviewer
Human Resources
Evaluation Process
• HR publishes the evaluation for the year
(calendar year, ex: 1/01/2011 - 12/31/2011).
• Supervisor will be able to input evaluation
December 1, 2011.
Evaluation Process
An email is generated at each
step of the process to notify
the next reviewer to take
action
UOPE in Banner Self Serve
UOPE Menu
• Each supervisor will see his/her employees listed on the
dashboard based on the “reports to structure”.
• If employee is not a supervisor, when he/she
clicks on the Supervisor link, the dashboard will
be empty
• If employee is not Department Reviewer, the dashboard
will be empty
Example:
• Supervisor completes evaluation
• Supervisor+1 approves evaluation
– Comments added will be seen by employee
• Department Reviewer approves evaluation
– If Below or PIM, the evaluation routes to HR for
review
• Supervisor releases evaluation to Employee
• Employee acknowledges evaluation
Sections on Dashboard
• PIM Status:
• Check mark if employee receives an overall rating of below
expectations. This check mark is a reminder to supervisors that a
PIM is required.
• Review/Approval Statuses:
• Not Started
• In progress
• Date when complete
• HR Review
• Waiting to Release
Department Reviewer
• Verify and monitor the completion of all
department/division employee evaluations
• Use Ctrl+F to search for employee
• Click into evaluation to agree/disagree
Training
• All supervisors of staff positions (this includes
both faculty and staff supervisors) will be
required to use this online tool.
• Contact your HR Consultants to schedule
training sessions with your
departments/divisions supervisors
– Identify who in your department/division will be
the “expert” for support
Reports to Structure
• Nick Hebel, ITS
Data Entry
Reporting
Questions?
Cognos and the Decommissioning of
Old WebFOCUS
October 13, 2011
Overview
• Old WebFOCUS Decommissioning
Project is ongoing
• Old WebFOCUS Reports are being converted to Cognos
• Crosswalk of Old WebFOCUS report names to Cognos
report names will be provided
• 31 Reports still need to be tested and approved for migration
into Cognos production.
Socialization Process
• Classes of 10 to 15 Business Managers
• First set of Business Managers have been identified
• Hands on training held in the Wool Center
• As training progresses and matures, class size may increase.
Cognos Demo
Log In
First Screen
Second Screen
Third Screen
Fourth Screen
Fifth Screen
Sixth Screen (prompt page)
Example of Report Output
Questions?