Mini Tune-Ups

UCPath

On Wednesday, 9/19 we discussed the new procedures for processing I-9 verification for new employees, including an overview of the online Tracker system required by UCPath.

[Check back for the updated presentation deck]

[Click here to view the recorded session]

UCPath

On September 18, 2018, Jim Corkill, Director, Business & Financial Services, and Cynthia Seneriz, Director, Human Resources, and Shannon Jackson, Payroll Specialist, discussed the new ServiceNow catalogs for HR & BFS.

[Download the presentation deck]

UCPath

On September 17, 2018, Jim Corkill, Director, Business & Financial Services, and Shannon Jackson, Payroll Specialist, talked about what departments can do to prepare for the first week of the UCPath rollout.

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Join Leslie Griffin, Associate Director, Business and Financial Services, on Tuesday, 10/9 at 10am to learn what looks different with the GL under UCPath. You can submit your questions for Leslie before the meeting here https://goo.gl/forms/BvNKBfzYOimeGhxs1, and she will also answer questions raised during the discussion if time allows.

UCPath

Join Leslie Griffin, Associate Director, Business and Financial Services on Wednesday, 10/17 at 10am to learn more about the process for creating Salary Cost Transfers, and the support that will be available for departments when doing transactions.

UCPath

On August 30, 2018, Cynthia Seneriz, Director, Human Resources, and Cindy Doherty, Director, Academic Personnel, discussed procedures and deadlines for hiring employees during the cutover to UCPath.

[Download the presentation deck, updated to include Q&A slides]

Where's My Payment?

NOTICE: This session will be RESCHEDULED. A new date and time will be announced soon.

Join us as Steve Kriz, Assistant Director, Accounting Services, discusses the new "Where's My Payment" page on the BFS website that can help users determine the status of their reimbursement requests.

[Click here to add this session to your calendar]

 On 4/17/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed the EMF Award Closing process, including the completion of the required Close Memo.

[Click here for the presentation deck]

Money

On 4/10/18 Jacob Godfrey, Associate Director & Chief Procurement Officer, and Steve Kriz, Assistant Director, Accounting Services discussed Procurement policy and guidelines for reimbursement, the Form 5 process, and some of the top mistakes made when completing the Form 5 for reimbursement.

CA State Capitol

On 3/27/14 Sandra Perez, Assistant Budget Director, Budget & Planning, discussed the use of state funds.

[Click here for the presentation deck]
 

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