YSM BOOST Training

YSM BOOST Onboarding Program

The YSM BOOST Finance and Research Administration Staff Onboarding program, offered by the Business Office Operations Support Team (BOOST), is a supplemental program designed to expose learners to compliance-related topics and the resources available to assist in performing essential job functions. This program includes four (4) half-day virtual instructor led sessions that are designed to build and maintain a professional network of peers.

Program Goals

Build a community, professional network of Research Administration peers and support offices at YSM
Develop the foundation for understanding and applying YSM-specific policy and procedures to individual roles
Provide dedicated time to complete selected courses within the Finance Foundations Onboarding program and some foundational ORA digital learning content

Learner Population – Criteria

YSM M&P staff in a finance/post-award role, specifically:

•Staff who are new to Yale and/or YSM

•Staff who have newly transferred to a finance position within YSM

•Staff who need or would like a refresher

Communication and Enrollment

Current Process:

BOOST will send an email communication through F&A Managers listserv and provide notification of next cohort. Additionally, BOOST may communicate through YSM groups; 2M, FORUM, F&A Managers meeting.
Requests will be documented by BOOST Training Manager on a first-come, first-serve basis and will auto enroll learners in WDL. *add note about WDL transcripts
Once a cohort is full, BOOST will send another notification to F&A Managers listserv and will continue to receive information on new staffing through various reports.

Training Framework

The YSM BOOST Training Framework is a list of recommended Finance and ORA learning content for finance and post-award research administration roles. This framework is organized in a recommended timeline that aligns with an employee’s first 90 days and may not be all-inclusive of every training opportunity/resource that may be available or applicable to a role.

Notes & Disclaimer

The information contained in each referenced training/course is the responsibility of the appropriate Learning Authority. For content-related questions, please reach out directly to the course owner. If you are unsure who the course owner is, reference the course name and reach out to askfinance@yale.edu.

Note: Ad hoc maintenance may be done periodically to account for substantial changes to referenced courses, resources, policies, and procedures. A final annual review/maintenance of the YSM BOOST Training Framework will occur at the beginning of each FY.

Office Hours

BOOST “Office Hours” are one-hour blocks, scheduled 2-3 times per week, for staff to be able to ask questions about managing a research portfolio at Yale, as well as navigating Yale systems and policies/procedures. This time is typically spent addressing everyday challenges that newer staff encounter.

Office Hours can also be requested as a deployment to a department when there is an open manager position, a new manager in the role, or a manager on leave to help address any training gaps.

Request for BOOST support and rates can be found here.

FAQs

Does the BOOST Onboarding program provide DBO/IBO specific training content as part of the onboarding?: No; this course does not support DBO/IBO specific training content. Our goal is to provide School-level information on policies and procedures relevant to Finance and RA staff in every department. If attendees have questions on DBO/IBO specific information, they will be directed to contact their manager for advisement.
Does the BOOST Onboarding program provide training on University policies and procedures?: No; this course does not provide training on University policies and procedures; however, we will provide information on where to find University training and relevant support offices. In addition, this course provides staff with protected time to take University Workday Learning courses and provides time to discuss what they have learned, specifically on how to apply that information to their role at YSM.
I have a new Financial Assistant (C&T) joining our team. Can they be included in the next BOOST Cohort?: Not at this time. Our content is focused on research administration and financial management concepts which may be out of scope for FA responsibilities. However, we are happy to discuss on a case-by-case basis and may develop an onboarding program more specific to the FA role in the future.
What is the maximum size of each cohort?: Our maximum cohort size is currently 8.
Is there a charge to departments to enroll staff in the program?: No, there is no charge for this for YSM staff.
When is the best time is for someone to enroll in the program?: Anytime, though new staff are encouraged to sign up as soon as they begin. The program has been designed for someone new to Yale and/or research administration or someone who would like a refresher. Priority will be given to those new to Yale.
Can staff from outside of YSM (SPH/NUR) take part in the program?: Yes; priority will be given to YSM staff. Please note we reference Finance and ORA learning content that is universal, but our training content is specific to YSM financial process and YSM central departments so it may contain information that is not relevant to staff outside of YSM.

Contact Us

Reach out with questions, to report issues, and/or provide suggestions for updates.

cynthia.vincent@yale.edu