Mandatory Training

Purpose:  To maintain a strict control over annual mandatory training and job-related training.
Background:  The University of Houston has mandatory on-line training classes that outline the university policy and procedures, as well as employee expectations and requirements in their job performance.
PT. I: Training To Be Completed By All Employees
PT. II: Training/Reporting For Regular Benefit Eligible Employees
PT. III: Job Related Training
PT. IV: Finance Based Training
PT. V: Finance Based Training Courses
PT. VI: Staff Training Matrix
PT. VII: Staff Notification, Requesting Training, and Documentation
PT. VIII: Follow-up On Outstanding Training
PT. IX: New Staff On-line Training
PT. X: Conflict of Interest (COI) and Confidentiality Statement
Review and Responsibility: 
  • Responsible Party: Director, NSM Business Operations
  • Review: Every two years, on or before August 31
  • Director, NSM Business Operations - Fred McGhee
  • Dean, NSM - John Bear
  • Date of Dean's Approval: 09/01/2008

I: Training To Be Completed By All Employees

The following training must be completed annually by all university employees (this includes faculty, staff, student workers, and temporary employees paid through the payroll system):

  • Secure Our Systems
  • FERPA Training
  • Code of Ethics
  • Fraud Awareness

II: Training/Reporting For Regular Benefit Eligible Employees

In addition to the training listed above, all full-time faculty, all exempt staff, and non-exempt staff with purchasing responsibilities are required to complete the following:

  • External Consulting & Related Party Disclosure form
  • Conflict of Interest (COI) form (not on-line but required. Faculty members signed forms must be uploaded to RD2K).

III: Job Related Training

Employees with current or prospective Financial, HRMS/Payroll, and Human Resources job duties are required to obtain training related to the duties they perform or oversee. The training must be completed before the employee can start performing the job function or is given the responsibility. In some cases, the training must be taken annually during the established mandatory training period.

A reminder email will be sent out by the university to each employee about the annual mandatory training. In addition to the university's email, the college departments have developed a monitoring process (Staff Training Matrix) to make sure that training is completed by all employees according to their job duties and overall responsibility. Failure to complete mandatory training will result in disciplinary action by the department.

IV: Finance Based Mandatory Training

Finance based mandatory training is required by employees whose job duties involves certain financial responsibilities. The requirements for financial training along with the job responsibilities associated with the training are listed in Section V. Training registration for those courses can be found at:

Continue to PT. IV: Finance Based Training Courses...