Business Operations Survey

University of Colorado at Boulder

 

This survey is about CU-Boulder's financial and human resource operations.  It will help the offices of Planning, Budget and Analysis and Accounting and Budget Services look at PeopleSoft systems, at off-line processes, and at all campus business operations.   Employees who have any administrative responsibilities (not only those who perform transactional tasks)  in the areas of accounting/finance, accounts payable, budget, human resources, payroll, purchasing/procurement, and/or travel are asked to take this survey.

 

The survey contains 11 questions and should take 10-30 minutes to complete.  Some questions require only a click of the mouse to indicate a response.  Other questions require that you type your response into a text box.  Skip all questions that do not apply to you and your work.  When you have answered all applicable questions, submit the survey by clicking on the SEND button.   Please submit your response by September 24, 2002.  Your responses are anonymous unless you provide your name at the end of the survey.

 

Remember to TAB or use the mouse to move between responses.  

DO NOT use the ENTER key while doing the survey.  The Enter key will submit and send the survey.

 


 

1.    In the course of doing your job, whether or not you use PeopleSoft, how do you spend your time?  

 

        ACCOUNTING and FINANCE                                                n/a  1        2        3        4        5 primary job duty 

        Examples:  doing monthly FOPPS reconciliation, preparing on-line journal entries, requesting ChartField changes, collecting fees 

          and preparing cash receipts, handling  petty cash or change funds, booking and collecting accounts receivable, administering

          inventory, dealing with service center finances, accounting for departmental property, administering PERS,  working with tuition

          waivers, working with shadow systems, etc.

                                                                                               

        ACCOUNTS PAYABLE                                                           n/a  1        2        3        4        5 primary job duty  

        Examples:  identifying correct person with whom to work at Accounts Payable,  tracking where a payment is in the process, 

          getting timely invoice payments, getting voucher copies, correcting errors in payment amount or FOPPS-account combination to

          which payment is charged, etc.

 

        BUDGET                                                                                 n/a  1        2        3        4        5 primary job duty  

        Examples:  developing budget requests, doing budget - actual variance reporting, understanding and using budget information from

          financial reports,  preparing on-line budget journal entries, completing spread sheets to set up auxiliary fund and renewal and

          replacement fund budgets, etc.

                                                                                           

        HUMAN RESOURCES                                                           n/a  1        2        3        4        5 primary job duty   

        Examples:  working with the hiring process, doing employee performance planning and evaluation, creating new positions, 

         changing existing positions, determining funding for positions, changing employee data, etc.

 

          PAYROLL                                                                              n/a  1        2        3        4        5 primary job duty   

        Examples:  time collection and entry, leave reporting, pay adjustments, record keeping, grad student appointments, etc.

 

        PURCHASING and PROCUREMENT                                    n/a  1        2        3        4        5 primary job duty  

        Examples:  identifying the correct purchasing method to use, navigating the on-line panels, recording and removing encumbrances,

          administering the ACARD process, making small dollar (< $3000) purchases, making large dollar (> $3000) purchases, etc.

                                                                                             

        TRAVEL                                                                                   n/a  1        2        3        4        5 primary job duty  

        Examples:  obtaining a travel authorization #, obtaining a travel advance, getting proper approvals, purchasing tickets, requesting

          reimbursement for travel-related expenses, etc.

 

          OTHER:                                                                        

        Are there other business process not previously listed that you perform in the course of your job?  

          If so, please list the process, then rank it on the 1-5 scale used above

 

                   n/a  1        2        3        4        5 primary job duty  

 

                   n/a  1        2        3        4        5 primary job duty   

 

                   n/a  1        2        3        4        5 primary job duty  

 

 

 

2.    Question #2  focuses on problems you face when working within the areas from Question #1. 

 

        ACCOUNTING and FINANCE                              no problems  1        2        3        4        5 severe problems   

 

        ACCOUNTS PAYABLE                                          no problems  1        2        3        4        5 severe problems   

 

           BUDGET                                                                no problems  1        2        3        4        5 severe problems   

 

        HUMAN RESOURCES                                          no problems  1        2        3        4        5 severe problems   

 

        PAYROLL                                                              no problems  1        2        3        4        5 severe problems   

 

           PURCHASING and PROCUREMENT                  no problems  1        2        3        4        5 severe problems   

 

        TRAVEL                                                                 no problems  1        2        3        4        5 severe problems   

 

 

          OTHER:                                                                        

 

                   no problems  1        2        3        4        5 severe problems  

 

                   no problems  1        2        3        4        5 severe problems   

 

                   no problems  1        2        3        4        5 severe problems

 

 

3.    Question #3 expands upon the responses you provided in Question #2.

       Describe some of the problems you encounter when working in each process.  

 

 

         ACCOUNTING and FINANCE:  What are some of the problems you have managing departmental finances and why?

 Please provide examples.

 

        ACCOUNTS PAYABLE:  What are some of the problems you have managing accounts payable and why?

Please provide examples.

 

        BUDGET:  What are some of the problems you have managing the departmental budget and why?

 Please provide examples.

 

     HUMAN RESOURCES:  What are some of the problems you have managing faculty and staff processes and why?

  Please provide examples.

 

    PAYROLL:  What are some of the problems you have managing faculty, staff, and student payroll processes and why?

Please provide examples.

 

    PURCHASING and PROCUREMENT:  What are some of the problems you have buying services, supplies, equipment, and why?

   Please provide examples.

 

         TRAVEL:  What are some of the problems you have administering the travel  process and why?

Please provide examples.

 

    OTHER:  Are there business process not previously listed that present problems in the course of your work?  

            List these processes and describe some of the problems you encounter. Please provide examples.

 

4.    With whom do you typically work (departments and/or specific individuals) to resolve the problems 

        noted in Question #3?

 

 

5.    What other resources (Web sites, manuals, etc.) do you find helpful in resolving problems?

 

 

6.    Other than additional staff support, describe potential solutions to streamline your job, make your job 

       easier, make your job more efficient, etc.

 

 

7.    What tasks do you do in your current job that you believe are a waste of time, a duplication of 

        effort, etc?  For example, Department XYZ completes a task which is then re-done by the Dean's 

        Office.

 

 

8.   What business processes and operations work especially well for you?  

        Please explain and provide examples.

          

 

 

 

9.   When you first began your job, how did you learn about the rules, regulations, and processes associated

        with your job responsibilities?

 

 

10.   How do you stay current on the rules, regulations, processes, etc. associated with your job

        responsibilities? 

 

 

11.   Please comment on any other areas of concern not addressed previously in this survey.

 

May we follow up with you?  Your responses will be kept confidential, even if you say yes.       yes        no

 

If you answered "yes", please indicate your e-mail address.

 

Name optional   


 

THANK YOU for taking the time to respond to this survey.

Summary results will be posted on the Planning, Budget and Analysis Web site.