| Employee Onboarding | ||
| Document | Description | Contact |
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Getting Started: The Basics (doc) New Employee Outline of Responsibilities and Expectations (doc) |
These documents are used by Eller's Financial Management unit both to manage the details of getting a new employee up and running and to start integrating the employee into Eller's culture. | Jean Vock Assistant Dean of Finance Eller College of Management |
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New Employee Checklist (docx) - updated Septmeber 10, 2014 |
Much like the documents from Eller College, these documents are used by UITS's Financial Management Services unit to manage the varied tasks of dealing with new employees. | Monica Tacconi Senior Program Coordinator University Information Technology Services |
| A series of internal webpages is now available for both new hires and current staff. UITS’s business office uses these resources to make the on boarding process smoother. | Monica Tacconi Senior Program Coordinator University Information Technology Services |
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| Financial Processes (return to top) | ||
| Document | Description | Contact |
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Moving Expense worksheet (xlsx) |
This document is utilized by Accounts Payable Specialists to assist with evaluating reimbursements for moving expenses on behalf of new University Employees offered a moving allowance/expense. This spreadsheet assists AP in determining qualified vs. non-qualified moving expenses that will be reflected on the new employees paycheck. The spreadsheet is included in the reimbursement packet upon finalization of the reimbursement. | Denise Blum Accounts Payable Accounts Receivable Operations Coordinator Financial Services Office |
| This document helps departments manage account reconciliation. | Catherine Zavala Information Technology Trainer UITS Workshops & Training Team |
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| This presentation covers best practices for creating Organization Reviews within UAccess Financials. |
Amy McClure Mary Durham-Pflibsen |
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| This document gives FSO Administration an easily printed document to reference when searching for object codes. | Ada Korhonen, Assistant Director, Administration Financial Services Office |
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Department Sub Accounts and Reporting Codes Structure Sub Account vs Reporting Code Relationships Checklist Sub Account and Reporting Code Relationships Checklist Reference |
Sub-Accounts and Financial Reporting Codes are features of UAccess Financials that departments can customize to suit their accounting needs. These documents provide guidance on the how sub-accounts and reporting codes relate to each other and your department structure. | Ron Roberts, Business Manager, Senior Campus Recreation |
| Travel (return to top) | ||
| Document | Description | Contact |
| This spreadsheet allows you to track all information related to one travel instance in one document. | Deb Evano Administrative Associate Strategic Alternative Learning Techniques Center (SALT) |
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| This spreadsheet is used by FSO Administration to track travelers and ensure all the necessary steps are completed. |
Ada Korhonen, |
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| This worksheet is given to FSO travelers to track per diem and mileage reimbursements. | Ada Korhonen, Assistant Director, Administration Financial Services Office |
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| These documents are used by Arizona Public Media to achieve compliance with travel expenses. | Lisa Coons Accountant, Principal Arizona Public Media |
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