Mini Tune-Ups

moving

Join Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, on October 25th at 3:00pm for a discussion of the upcoming changes to moving and relocation policies. You can submit your questions for Jim and Steve before the meeting here https://goo.gl/forms/BvNKBfzYOimeGhxs1, and they will also answer questions raised during the discussion if time allows.

Meal

Join Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, on October 17th at 2:00pm for a discussion of the upcoming policy changes to meal and hotel reimbursement rates.

UCPath

Join Jim Corkill, Controller and Director of Business & Financial Services, on October 23rd at 3:00pm for an important discussion of the upcoming elimination of subs 5 & 7 for payroll distributions. He will talk about the need to ensure all payroll distributions are properly assigned to the correct subs as soon as possible, in preparation for conversion to UCPath in July 2018.

Accounting

Join Tyler Clark, Manager, Extramural Funds Accounting, on November 7th at 9:00am for a discussion about using the new EMF Award End Date form in Gateway.

You can submit questions for Tyler before the meeting here https://goo.gl/forms/BvNKBfzYOimeGhxs1, and he will also answer questions raised during the discussion if time allows.

payroll

Join Jim Corkill, Controller and Director of Business & Financial Services, on November 15th at 3:00pm for a discussion about the benefits of receiving electronic annual W-2 notices, and of choosing direct deposit for your payroll.

Accounting

Join Olga Mery, Manager, General Accounting, and Susan Esparza, BFS Systems & Data Manager, on January 10th at 2:00pm for a refresher training on how to submit journal requests. They will talk about the history of why using the correct format and template is important; review an overview of the steps to creating a successful journal request; and, an overview of tools available to help you.

UCSB Object Codes

Join Jim Corkill, Controller, and Olga Mery, Manager, General Accounting, on January 17th at 2:00pm for an important discussion of the use of object code 7200. They will talk about the history, current, and go-forward usage for 7200.

travel

Join Jim Corkill, Controller, Steve Kriz, Assistant Director, Accounting Services, and Annette Gonzales, Travel Coordinator, on January 24th at 2:00pm to learn about enhancements to booking and paying for travel in Connexxus.