The WNYRIC consultant may also be available to review the duties of a district's existing Business/HR/Payroll Office team, recommend process changes, and mentor the staff on their duties, if desired. This service will supplement existing district staff , and is not meant to replace any district position. The service will be offered on a temporary per diem basis for a fixed timeframe. Fees will cover meetings, conference calls, offsite work done on behalf of the district, or when the WNYRIC consultant travels to the district to facilitate workflow on site.
Please refer to Service Code 650.683 for full service details.
WNYRIC Responsibilities (varies depending on selected services)
Changeover of staff and/or job duties or district processes during a tansitional period
- Ensure that all VPN accounts for any external agencies needing access during the transition process are created
- Ensure that all new signature files are created and imported into the financial application
- Ensure that bank signature cards are resigned ,as needed
- Ensure that all levels of approval for purchase orders and checks are covered and the responsible employees are trained
- Work with district administrators to keep the flow of operations running smoothly during the transition period
- Work with banks to ensure that there is appropriate cash flow to cover the purchase orders and other required payments
Please refer to Service Code 650.683 for full service details.
Business/HR/Payroll Office team review, recommendations and mentoring
- Complete a job study for existing Business Office staff, or for a selected number of employees
- Work with administrators to determine where job duty changes need to be made
- Determine the gaps in responsibilities that need to be filled
- Assist in the transition of employees into new duties
- Mentor those employees in their new duties
- Facilitate training in the financial software
- Facilitate meetings with external agencies, banks. auditors, and district staff, if needed
- Create progress reports for the administration, including any recommended next steps