Service Excellence Transformation Updates

Recent Posts

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U of A Faculty of Education transitions to new academic structure

Non-departmentalized structure centres student experience, fosters collaboration and connection

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University of Alberta International reorganization

The University of Alberta International portfolio has been redesigned, focusing on three Centres of Expertise (Global Engagement, International Student and Visitor Services, and Global Learning), this streamlining of services will enable UAI to continue to lead and facilitate strategic international policies and engagement, as well as support colleges' and faculties' international priorities.

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U of A for Tomorrow Updates: April 7, 2022

U of A for Tomorrow updates for the week of April 7, 2022

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Recap of Ask SET Anything: Looking Ahead edition

On March 29, the Service Excellence Transformation (SET) team hosted a final edition of our Ask SET Anything event series to close out the SET program (which officially concluded on March 31) and focus on the future of the university's transformation.

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A move to new purchasing processes on April 1, 2022

Since SET was launched, Procurement and Contract Management (PCM) has been reviewing and redesigning the expenditure strategy for goods and services across the university to find efficiencies and cost savings. On April 1, 2022, the five foundational procurement changes will be implemented. Learn more about the changes.

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Tips for travel, expense claims, and PCard reconciliation

The processes for booking travel, claiming expenses, and reconciling PCards may be new to you. To support you in these areas, Shared Services would like to share the most common (and risky) travel, expense and PCard errors, the impacts to you, how to avoid them, and additional tips for clarity and expedited processing.

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UAT profiles: meet Karmeni Govender

In this series, you got to know some of the people who have taken on new roles as part of the university’s operating model. In this last installment of the series, meet Karmeni Govender, Academic Department Manager, Alberta School of Business.

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HR benefits, services and support available to employees

How do you complete HR and finance activities related to your employment with the U of A? Dozens of self-service actions are available to you 24/7, allowing you to problem solve immediately, and providing you with the fastest way to obtain answers and results. Learn about them and where to find answers to questions about your pay, benefits and pension, or managing life event changes such as maternity leave or retirement in this article.

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U of A for Tomorrow Updates: March 31, 2022

U of A for Tomorrow updates for the week of March 31, 2022

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UAT profiles: meet Corey Chevraux

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Corey Chevraux, Manager, Learning Space Technology.

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U of A for Tomorrow Updates: March 24, 2022

U of A for Tomorrow updates for the week of March 24, 2022

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Impacts to position opportunities and recruitment as SET comes to an end

As the SET program concludes on March 31 the SET EOI process and SET-related hiring statements will no longer apply; as well, the Position Opportunities Page (POP) will be retired. Anyone interested in pursuing a new role after April 1 should watch the Careers page for all available postings. For managers, if you wish to post a position that is restricted to internal applicants, please indicate that when you Request a Job Posting. For more details, read on.

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Looking back at the first six months of the Student Service Centre

To celebrate the first six months of the Student Service Centre, we reached out to Raymond Matthias, Director, to talk about its successes, difficulties, and evolution towards the vision. Read on for more discussion about the Student Service Centre.

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UAT profiles: meet Salena Kitteringham

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Salena Kitteringham, Director, Communications and Marketing Partnerships.

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U of A for Tomorrow Updates: March 17, 2022

U of A for Tomorrow updates for the week of March 17, 2022

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Purchases over $5,000 and the new multiple-quote process

This week we will expand on purchasing options for goods and services over $5,000 and specifically cover options for purchases between $5,000 - $20,000, share information on the new multiple-quote requirement that will be implemented on April 1, 2022 for purchases between $20,000 - $75,000, and discuss contracts for services and requests for proposals.

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U of A for Tomorrow Updates: March 10, 2022

U of A for Tomorrow updates for the week of March 10, 2022

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Get to know Groupize

Procurement and Contract Management (PCM) purchased Groupize, an all-in-one enterprise event management software solution, which will launch for the university on April 1, 2022. Learn more about the software, its implementation at the university and a few users who have tried the software.

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UAT profiles: meet Anna Schwandt

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Anna Schwandt, Shared Services Advisor in the Staff Service Centre.

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U of A for Tomorrow Updates: March 3, 2022

U of A for Tomorrow updates for the week of March 3, 2022

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UAT profiles: meet Julie Naylor

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Julie Naylor, General Manager, College of Natural and Applied Sciences (CNAS).

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Making a purchase under $5,000

In follow-up to the recent article, Purchasing goods and services at the U of A, this week's article provides more information on options for purchasing goods or services under $5,000, unavailable from a preferred supplier.

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New steps for recruitment

The HR teams have made it easier to understand how to recruit new team members! A new step-by-step process in the Recruitment section of the website guides hiring managers, initiators and HR Service Partners through the requirements, approvals and forms required to hire faculty, staff and foreign nationals. Navigating will be more intuitive and the process will be more clear and transparent.

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Hiring announcement: Finance Partners

Finance, Procurement and Planning and the SET finance workstream are pleased to announce the appointments of 12 of the Finance Partners. As 38 of the 46 Finance Partners (including Senior Finance Partners) so far are internal hires, we're pleased to be advancing our existing, key talent within the organization.

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Ask SET Anything: Student Services Edition Recap

On February 7, the SET team hosted another edition of our Ask SET Anything event series specifically for student services. Staff in this area were invited to learn more, ask questions, and share feedback about the vision for the future of student services at the university.

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UAT profiles: meet Melanie Corrigan

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Melanie Corrigan, Finance Partner for the College of Natural and Applied Sciences.

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U of A for Tomorrow Updates: February 24, 2022

U of A for Tomorrow updates for the week of February 24, 2022

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Tips for PCard use and reconciliations

Since introducing a new PCard reconciliation process in the fall, Shared Services has identified some opportunities to clarify the process.

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Tips for expedited expense claims

Shared Services has identified some opportunities to expedite the time it takes us to reimburse faculty and staff for travel and expense, and personal expense reimbursement claims.

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U of A for Tomorrow Updates: February 17, 2022

U of A for Tomorrow updates for the week of February 17, 2022

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UAT profiles: meet Julia Jones-Bourque

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Julia Jones-Bourque, Manager of Internal Communications (Students) within External Relations.

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The Value of Preferred Supplier Agreements

Preferred Suppliers are vendors that have been awarded a contract through a competitive bid process for use by all departments, faculties and units at the University of Alberta. This week we will focus on the value and benefits of using preferred suppliers, identify goods and services available through a Preferred Supplier Agreement (PSA), and share how to place an order. On April 1, 2022 the mandatory use of Preferred Supplier Agreements will be implemented.

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Hiring announcement: Senior Research Partners

Vice-President (Research and Innovation) and the SET research administration workstream are pleased to announce the appointments of the three Senior Research Partners.

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UAT profiles: meet Ibtissam Nkaili

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Ibtissam Nkaili, Finance Partner for Campus Saint-Jean.

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U of A for Tomorrow Updates: February 10, 2022

U of A for Tomorrow updates for the week of February 10, 2022

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UAT profiles: meet Orsi Kertesz

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Orsi Kertesz, Team Lead, Student Service Centre.

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U of A for Tomorrow Updates: February 3, 2022

U of A for Tomorrow updates for the week of February 3, 2022

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Purchasing goods and services at the U of A

As previously shared in December, Procurement and Contract Management (PCM) will move forward with the implementation of five critical changes to U of A purchasing processes to increase cost saving opportunities beginning April 1, 2022. These changes include updates to Preferred Supplier Agreements, purchasing methods, quote processes and more.

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New process for appointing and reappointing employees

Following a pilot in November, Shared Services is introducing a new appointment process to the university.

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Reorganizing the Vice-President Facilities & Operations portfolio

Andrew Sharman, Vice-President (Facilities & Operations) introduces a reorganized portfolio structure that ensures F&O can best deliver on its mandate, remain within challenging resource targets, and contribute to the university's overall financial sustainability and mission.

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A look at the Staff Service Centre's first six months

This week marks six months since the Staff Service Centre launched to support faculty and staff. Tawheed Sadiq, Manager, Staff Service Centre in Shared Services shares his team’s experience navigating the changes at the university, his vision for employee service and what’s next for service innovation.

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UAT profiles: meet Annette MacPherson

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Annette MacPherson, Senior HR Service Partner with Human Resources, Health, Safety and Environment (HRHSE).

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U of A for Tomorrow Updates: January 27, 2022

U of A for Tomorrow updates for the week of January 27, 2022

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U of A for Tomorrow Updates: January 20, 2022

U of A for Tomorrow updates for the week of January 20, 2022

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Updates for hiring

As part of the Service Excellence Transformation (SET) program, a number of talent acquisition services have moved into the Shared Services unit. Shared Services has launched several process improvements in partnership with Human Resources, Health, Safety and Environment (HRHSE) to streamline the hiring process for university faculty, staff and foreign nationals.

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UAT profiles: meet Asha Rao

In this new series, get to know some of the people who have taken on new roles as part of the university’s operating model. This week, meet Asha Rao, Faculty General Manager (FGM) for the Faculty of Medicine and Dentistry

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U of A for Tomorrow Updates: January 13, 2022

U of A for Tomorrow updates for the week of January 13, 2022

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In case you missed it: UAT Fall 2021 term roundup

As we start a new year and new academic term, we wanted to summarize all that’s happened with the U of A for Tomorrow (UAT) initiative over the past four months to keep you up to date and informed of anything you may have missed. Here are some UAT highlights from the Fall term (September to December 2021).

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U of A for Tomorrow Updates: January 6, 2022

U of A for Tomorrow updates for the week of January 6, 2022

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U of A for Tomorrow Updates: December 16, 2021

U of A for Tomorrow updates for the week of December 16, 2021

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